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Klingman & Associates, LLC
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Wealth Quarterback LLC
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Summit Financial, LLC
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Schrum Private Wealth Management LLC
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Regency Capital Management Inc.\DE
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Hilltop Holdings Inc.
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EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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Embree Financial Group
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Endeavor Private Wealth, Inc.
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Highline Wealth Partners Llc
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Trust Co Of Vermont
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Baron Silver Stevens Financial Advisors, Llc
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WealthCollab, LLC
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Strategic Investment Solutions, Inc. /IL
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Zhang Financial LLC
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Joel Isaacson & Co., LLC
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Benchmark Investment Advisors LLC
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Secure Asset Management, LLC
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Freestone Capital Holdings, LLC
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Colony Family Offices, LLC
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Trust Co Of Toledo Na /oh/
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Guidance Capital, Inc
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Smallwood Wealth Investment Management, LLC
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BKD Wealth Advisors, LLC
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Mainstay Capital Management Llc /adv
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Mengis Capital Management, Inc.
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Betterment LLC
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Dohj, Llc
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Wealth Preservation Advisors, LLC
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Thompson Investment Management, Inc.
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Zions Bancorporation, National Association /ut/
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Yukon Wealth Management, Inc.
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Northern Trust Corp
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Broadway Wealth Solutions, Inc.
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Harrington Investments, INC
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Quest 10 Wealth Builders, Inc.
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F/M Investments LLC
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Ashton Thomas Securities, Llc
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OneAscent Financial Services LLC
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Farmers Trust Co
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NWF Advisory Services Inc.
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Icon Wealth Advisors, LLC
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Exchange Bank
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Envision Financial Planning, LLC
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Financial Synergies Wealth Advisors, Inc.
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EPG Wealth Management LLC
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Private Client Services, Llc
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Alliancebernstein L.p.
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Creative Financial Designs Inc /adv
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Perigon Wealth Management, LLC
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Deutsche Bank Ag\
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Tiaa Trust, National Association
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R.P. Boggs & Co.
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Jamison Private Wealth Management, Inc.
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First Hawaiian Bank
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Apollon Financial, LLC
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Bruce G. Allen Investments, LLC
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Bank OZK
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Lowe Brockenbrough & Co Inc
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Tarbox Family Office, Inc.
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Silvia Mccoll Wealth Management, Llc
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Avidian Wealth Solutions, LLC
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Circle Wealth Management, LLC
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Copperwynd Financial, LLC
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Panoramic Investment Advisors, Llc
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Ballentine Partners, LLC
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Winthrop Capital Management, LLC
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Ellis Investment Partners, LLC
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Huntington National Bank
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Wsfs Capital Management, Llc
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Titleist Asset Management, Llc
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Three Bridge Wealth Advisors, LLC
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BKM Wealth Management, LLC
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EWG Elevate Inc.
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BXM Wealth LLC
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Delta Financial Group, Inc.
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Vise Technologies, Inc.
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Rothschild Investment Llc
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Archetype Wealth Partners
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West Bancorporation Inc
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Sharp Financial Services, LLC
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Asset Dedication, LLC
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Oxbow Advisors, LLC
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Biltmore Family Office, LLC
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DSG Capital Advisors, LLC
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Tikvah Management LLC
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Csenge Advisory Group
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Minichmacgregor Wealth Management, Llc
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Integrity Alliance, Llc.
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Coldstream Capital Management Inc
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Centurion Wealth Management LLC
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Hengehold Capital Management Llc
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Blueprint Financial Advisors LLC
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TRUE Private Wealth Advisors
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First PREMIER Bank
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Aries Wealth Management
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Operose Advisors LLC
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Aprio Wealth Management, LLC
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Beacon Capital Management, LLC
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Cape Investment Advisory, Inc.
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ShoreHaven Wealth Partners, LLC
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Disciplined Investors, L.L.C.
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Compagnie Lombard Odier SCmA
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White Knight Strategic Wealth Advisors, LLC
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Northwestern Mutual Wealth Management Co
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Bank Of Montreal /can/
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Geneos Wealth Management Inc.
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First City Capital Management, Inc.
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Advance Capital Management, Inc.
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Lido Advisors, LLC
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Interchange Capital Partners, LLC
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Investment Advisory Group, LLC
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HORAN Wealth, LLC
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Tanglewood Wealth Management, Inc.
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Mutual Advisors, LLC
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Comprehensive Money Management Services LLC
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DMG Group, LLC
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Theory Financial Llc
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Aqr Capital Management Llc
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AA Financial Advisors, LLC
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Semus Wealth Partners LLC
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Empirical Asset Management, LLC
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5T Wealth, LLC
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Brookwood Investment Group LLC
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Perkins Coie Trust Co
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Atlantic Union Bankshares Corp
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Sageworth Trust Co
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Sagespring Wealth Partners, Llc
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Towerpoint Wealth, LLC
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Atala Financial Inc
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Greenleaf Trust
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Golden State Wealth Management, LLC
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Pacific Point Advisors, LLC
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Chatham Capital Group, Inc.
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Proathlete Wealth Management Llc
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LaSalle St. Investment Advisors, LLC
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Signature Estate & Investment Advisors Llc
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Koa Wealth Management, LLC
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Cozad Asset Management Inc
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Gibson Capital, LLC
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West Paces Advisors Inc.
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BCU Wealth Advisors, LLC
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AllGen Financial Advisors, Inc.
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Lowe Wealth Advisors, LLC
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WealthTrak Capital Management LLC
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Brown Brothers Harriman & Co
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Holos Integrated Wealth LLC
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Syon Capital Llc
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Sowa Financial Group, Inc.
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Hirtle Callaghan & Co LLC
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Aspect Partners, LLC
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Midwest Trust Co
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Ameriprise Financial Inc
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National Asset Management, Inc.
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Stratos Wealth Partners, LTD.
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BOK Financial Private Wealth, Inc.
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New Millennium Group LLC
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Ethos Financial Group, LLC
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Reyes Financial Architecture, Inc.
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Jacobi Capital Management LLC
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Pinnacle Associates Ltd
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Ntv Asset Management Llc
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Fwl Investment Management, Llc
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Lesa Sroufe & Co
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First Heartland Consultants, Inc.
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Citigroup Inc
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Frank, Rimerman Advisors LLC
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RMDFX - Aspiriant Trust - Aspiriant Defensive Allocation Fund
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Parker Investment Management, LLC
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HB Wealth Management, LLC
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Kestra Advisory Services, LLC
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Bright Financial Advisors, Inc.
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Advisor Group Holdings, Inc.
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KM Capital Management Ltd.
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Wetherby Asset Management Inc
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Gen-Wealth Partners Inc
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Chelsea Counsel Co
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Sand Hill Global Advisors, LLC
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Putnam Fl Investment Management Co
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Avaii Wealth Management, Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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GenWealth Group, Inc.
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Lane & Associates LLC
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Smartleaf Asset Management LLC
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James Investment Research Inc
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CIBC Private Wealth Group, LLC
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Barclays Plc
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Umb Bank N A/mo
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VSM Wealth Advisory, LLC
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Spinnaker Trust
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D.B. Root & Company, LLC
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Patton Fund Management, Inc.
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Invst, LLC
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Armis Advisers, LLC
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Congress Wealth Management LLC / DE /
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Lineweaver Wealth Advisors, LLC
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Well Done, LLC
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SlateStone Wealth, LLC
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Drive Wealth Management, Llc
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Envestnet Portfolio Solutions, Inc.
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Hoxton Planning & Management, LLC
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Advisor OS, LLC
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Gwn Securities Inc.
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Pullen Investment Management, LLC
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Brighton Jones Llc
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Winch Advisory Services, LLC
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Cobblestone Capital Advisors Llc /ny/
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Beacon Financial Advisory LLC
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Petra Financial Advisors Inc
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Security Financial Services, INC.
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VestGen Advisors, LLC
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Creative Planning
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Transform Wealth, LLC
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Summit X, LLC
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Stableford Capital Ii Llc
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Advisory Services Network, LLC
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Tradition Wealth Management, LLC
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One Charles Private Wealth Services, LLC
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Firethorn Wealth Partners, Llc
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Calton & Associates, Inc.
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Compton Wealth Advisory Group, LLC
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M. Kulyk & Associates, LLC
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Gateway Wealth Partners, LLC
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Kfg Wealth Management, Llc
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Valicenti Advisory Services Inc
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Bare Financial Services, Inc
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Paradigm Financial Partners, Llc
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Caldwell Securities, Inc
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Clarion Wealth Managment Partners, LLC
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Arlington Trust Co LLC
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Maridea Wealth Management LLC
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Williams Jones Wealth Management, LLC.
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Northeast Financial Consultants Inc
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Alpha Financial Partners, LLC
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Pekin Hardy Strauss, Inc.
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Chilton Capital Management Llc
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Armstrong, Fleming & Moore, Inc
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Compass Financial Group, Inc.
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Columbus Macro, LLC
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Centric Wealth Management
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Wells Fargo & Company/mn
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Crews Bank & Trust
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Financial Sense Advisors, Inc.
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Fiduciary Family Office, Llc
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Missouri Trust & Investment Co
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Clarity Financial LLC
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Smith Thornton Advisors LLC
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Alaethes Wealth LLC
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GWM Advisors LLC
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Quantinno Capital Management LP
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Townsquare Capital Llc
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Thompson Siegel & Walmsley Llc
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Leonard Rickey Investment Advisors P.L.L.C.
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Cadinha & Co Llc
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GoalVest Advisory LLC
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Bleakley Financial Group, LLC
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Breakwater Investment Management
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Integrated Advisors Network LLC
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MorganRosel Wealth Management, LLC
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Diversified Trust Co
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RCS Financial Planning, LLC
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National Bank Of Canada /fi/
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Assetmark, Inc
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Camden National Bank
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Park Square Financial Group, LLC
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Berkeley Capital Partners, LLC
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CPR Investments Inc.
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ONE Advisory Partners, LLC
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Net Worth Advisory Group
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Hillcrest Wealth Advisors - NY, LLC
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Parallel Advisors, LLC
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Whalerock Point Partners, Llc
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Pictet Asset Management Holding SA
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Oak Family Advisors, Llc
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Cohen & Steers, Inc.
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Colonial Trust Co / SC
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Rakuten Securities, Inc.
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Christensen, King & Associates Investment Services, Inc.
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Wealth Management Associates, Inc.
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TCG Advisory Services, LLC
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Austin Private Wealth, LLC
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Rocky Mountain Advisers, Llc
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Ibex Wealth Advisors
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J2 Capital Management Inc
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|
Oppenheimer & Co Inc
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Amplius Wealth Advisors, LLC
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Forum Financial Management, LP
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|
Bank Of America Corp /de/
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|
Barnes Dennig Private Wealth Management LLC
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TFB Advisors LLC
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Transce3nd, LLC
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Intrua Financial, LLC
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Pnc Financial Services Group, Inc.
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Cape Ann Savings Bank
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Avantax Advisory Services, Inc.
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Strategies Wealth Advisors, LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Baker Ellis Asset Management LLC
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Merit Financial Group, LLC
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Optivise Advisory Services LLC
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Grant Street Asset Management, Inc.
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Ieq Capital, Llc
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Legacy Bridge, LLC
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American Investment Services, Inc.
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SJS Investment Consulting Inc.
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Financial Advocates Investment Management
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Texas Yale Capital Corp.
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Cobblestone Asset Management LLC
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Brooks, Moore & Associates, Inc.
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Terra Nova Asset Management LLC
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Alpine Bank Wealth Management
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EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB
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First National Bank Sioux Falls
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Community Bank, N.A.
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LENS - EA Series Trust - Sarmaya Thematic ETF
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Bedel Financial Consulting, Inc.
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Centerline Wealth Advisors, LLC
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Fifth Third Wealth Advisors LLC
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Braun-Bostich & Associates Inc.
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First Financial Bankshares Inc
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
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Wormser Freres Gestion
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Resonant Capital Advisors, LLC
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Roble, Belko & Company, Inc
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Ronald Blue Trust, Inc.
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Beckerman Institutional, LLC
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Wedmont Private Capital
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Truist Financial Corp
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ORG Wealth Partners, LLC
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Y.D. More Investments Ltd
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DDD Partners, LLC
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Arrien Investments, Inc.
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Claro Advisors LLC
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Sapient Capital Llc
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Kingsview Wealth Management, LLC
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Clear Harbor Asset Management, LLC
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SRS Capital Advisors, Inc.
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Cwm, Llc
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Atomi Financial Group, Inc.
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Trust Co
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WFA of San Diego, LLC
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Beacon Investment Advisory Services, Inc.
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Avion Wealth
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High Net Worth Advisory Group LLC
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Ascent Group, LLC
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FFG Partners, LLC
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Wooster Corthell Wealth Management, Inc.
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Armbruster Capital Management, Inc.
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BTC Capital Management, Inc.
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BankPlus Trust Department
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Tactive Advisors, LLC
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Beacon Financial Group
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Hutchinson Capital Management/ca
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Vantage Point Financial LLC
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Anderson Hoagland & Co
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Cyndeo Wealth Partners, LLC
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Lazard Asset Management Llc
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5th Street Advisors, LLC
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Wealth Management Partners, LLC
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Stonebridge Financial Group, LLC
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First Manhattan Co
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Evercore Wealth Management, LLC
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Erste Asset Management GmbH
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Ameriflex Group, Inc.
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Capital Advisors, Ltd. LLC
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Tortoise Investment Management, LLC
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Brave Asset Management Inc
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Family Management Corp
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Lyell Wealth Management, Lp
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Narus Financial Partners, LLC
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Savant Capital, LLC
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APCM Wealth Management for Individuals
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Summit Financial Wealth Advisors, LLC
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Wealthspire Advisors, LLC
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Marks Group Wealth Management, Inc
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Genesis Wealth Advisors, LLC
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World Equity Group, Inc.
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Edmond De Rothschild Holding S.a.
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Essex Financial Services, Inc.
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Farrell Financial LLC
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Coppell Advisory Solutions LLC
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Pensionmark Financial Group, Llc
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Gerber Kawasaki Wealth & Investment Management
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Greykasell Wealth Strategies, Inc.
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Gotham Asset Management, LLC
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Welch & Forbes Llc
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West Family Investments, Inc.
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Ausdal Financial Partners, Inc.
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Nvwm, Llc
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Stratos Wealth Advisors, LLC
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Highland Financial Advisors, LLC
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Wills Financial Group LLC
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BCJ Capital Management, LLC
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IAG Wealth Partners, LLC
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Eq Llc
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Friedenthal Financial
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Old National Bancorp /in/
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Foundations Investment Advisors, LLC
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TGPNX - TCW FUNDS INC - TCW Conservative Allocation Fund Class N Shares
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Oak Harbor Wealth Partners, Llc
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Ashton Thomas Private Wealth, LLC
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Tsfg, Llc
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Mosaic Family Wealth Partners, Llc
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BLB&B Advisors, LLC
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Blue Chip Partners, Inc.
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Argyle Capital Partners, LLC
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Genus Capital Management Inc.
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Mission Creek Capital Partners, Inc.
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Meritage Portfolio Management
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Cullen/frost Bankers, Inc.
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Arbor Investment Advisors, LLC
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Cornerstone Wealth Management, LLC
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Steward Partners Investment Advisory, Llc
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Jane Street Group, Llc
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Madison Wealth Partners, Inc
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Significant Wealth Partners LLC
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TSA Wealth Managment LLC
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RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF
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Greenhouse Wealth Management, LLC
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Twin Peaks Wealth Advisors, LLC
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Pure Portfolios Holdings Llc
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ERn Financial, LLC
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Intrepid Capital Management Inc
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HHM Wealth Advisors, LLC
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Quattro Financial Advisors Llc
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Galvin, Gaustad & Stein, LLC
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Keener Financial Planning LLC
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Laurel Wealth Advisors LLC
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Palisades Hudson Asset Management, L.P.
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Lantern Wealth Advisors, LLC
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North Dallas Bank & Trust Co
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Intellus Advisors LLC
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Narwhal Capital Management
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Staley Capital Advisers Inc
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West Wealth Group, LLC
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Independent Family Office, LLC
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Hazlett, Burt & Watson, Inc.
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LifePlan Investment Advisors, Inc.
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Barrett & Company, Inc.
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Savvy Advisors, Inc.
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Horst & Graben Wealth Management LLC
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WealthPlan Investment Management, LLC
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Modus Advisors, LLC
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Certus Wealth Management, LLC
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AdvisorNet Financial, Inc
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Wellspring Financial Advisors, LLC
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Sovereign Financial Group, Inc.
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Tacita Capital Inc
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Wealth Alliance
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Hardman Johnston Global Advisors LLC
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EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
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Pillar Financial Advisors, LLC
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Miracle Mile Advisors, LLC
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Worth Asset Management, LLC
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Vestor Capital, Llc
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Crosspoint Financial, Llc
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Bulltick Wealth Management, LLC
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Spire Wealth Management
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Trilogy Capital Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Valued Retirements, Inc.
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Mayflower Financial Advisors, LLC
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Fairvoy Private Wealth, LLC
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Two Sigma Securities, Llc
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Graham Capital Wealth Management, Llc
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Fiduciary Trust Co
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Solstein Capital, LLC
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Orcam Financial Group
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Principia Wealth Advisory, LLC
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International Private Wealth Advisors LLC
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Outlook Wealth Advisors, LLC
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Transcend Wealth Collective, Llc
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Millstone Evans Group, LLC
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Inlight Wealth Management, LLC
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Sovran Advisors, LLC
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Nadler Financial Group, Inc.
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UMA Financial Services, Inc.
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Mjp Associates Inc /adv
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Towneley Capital Management, Inc / DE
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Ckw Financial Group
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First American Trust, Fsb
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Stone Point Wealth LLC
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Kiker Wealth Management, LLC
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Clear Investment Research, Llc
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Alhambra Investment Partners LLC
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Mizuho Securities Co. Ltd.
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Buckingham Strategic Partners
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Signal Advisors Wealth, LLC
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White Lighthouse Investment Management Inc.
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Armstrong Advisory Group, Inc
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Exchange Traded Concepts, Llc
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Ameritas Advisory Services, LLC
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Integrity Wealth Solutions LLC
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Telos Capital Management, Inc.
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Evernest Financial Advisors, LLC
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Novak & Powell Financial Services, Inc.
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Bartlett & Co. Wealth Management Llc
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S.A. Mason LLC
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WESPAC Advisors SoCal, LLC
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MRP Capital Investments, LLC
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Legacy Capital Wealth Partners, LLC
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Gould Capital, LLC
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We Are One Seven, LLC
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Bragg Financial Advisors, Inc
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Hobbs Group Advisors, LLC
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WESPAC Advisors, LLC
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Prime Capital Investment Advisors, LLC
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Simplex Trading, Llc
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Hartland & Co., LLC
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NorthCrest Asset Manangement, LLC
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EFG Asset Management (Americas) Corp.
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Courage Capital Management Llc
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Actinver Wealth Management, Inc.
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Creative Capital Management Investments LLC
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Equitable Holdings, Inc.
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Capital Asset Advisory Services LLC
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Mercer Global Advisors Inc /adv
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Genesis Private Wealth, Llc
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|
First National Trust Co
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|
Wedbush Securities Inc
|
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|
TD Capital Management LLC
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|
Sofi Wealth, Llc
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|
Beaird Harris Wealth Management, LLC
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Naviter Wealth, LLC
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|
waypoint wealth counsel
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|
Transamerica Financial Advisors, Inc.
|
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|
|
|
|
Chemistry Wealth Management LLC
|
|
|
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|
DRAI - EA Series Trust - Draco Evolution AI ETF
|
|
|
|
|
|
Sanchez Wealth Management Group
|
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|
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|
Murphy & Mullick Capital Management Corp
|
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|
Twin Focus Capital Partners, Llc
|
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|
Evergreen Capital Management Llc
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|
Winnow Wealth Llc
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|
Sentinel Pension Advisors Inc
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|
Custom Index Systems, Llc
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|
Cathy Pareto & Associates, Inc
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Veridan Wealth LLC
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CI Private Wealth, LLC
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Focused Wealth Management, Inc
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First Eagle Investment Management, LLC
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Carl Stuart Investment Advisor, Inc
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Ancora Advisors, LLC
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|
Confluence Investment Management Llc
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Tompkins Financial Corp
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Cardinal Point Capital Management, ULC
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Horan Capital Advisors, LLC.
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WCG Wealth Advisors LLC
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Maltin Wealth Management, Inc.
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Diversified Enterprises, LLC
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Clarity Asset Management, Inc.
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Capitolis Liquid Global Markets LLC
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|
South Plains Financial, Inc.
|
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|
Ssa Swiss Advisors Ag
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Three Cord True Wealth Management, LLC
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
|
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|
Hrt Financial Lp
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|
Flagship Wealth Advisors, Llc
|
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|
|
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|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
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|
|
|
|
Blair William & Co/il
|
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|
Boston Family Office Llc
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Perennial Investment Advisors, LLC
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|
Crumly & Associates Inc.
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|
Vaughan David Investments Inc/il
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|
Patten Group, Inc.
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|
Dynamic Wealth Strategies, LLC
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|
Massmutual Trust Co Fsb/adv
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|
Louisbourg Investments Inc.
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|
W.G. Shaheen & Associates DBA Whitney & Co
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Sachetta, LLC
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|
Southeast Asset Advisors Inc.
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|
Alesco Advisors Llc
|
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|
Delta Financial Advisors Llc
|
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|
Signaturefd, Llc
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|
|
|
|
|
Midwest Financial Group LLC
|
|
|
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|
|
EverSource Wealth Advisors, LLC
|
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|
Hsbc Holdings Plc
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|
Bokf, Na
|
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|
4wealth Advisors, Inc.
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|
Verus Capital Partners, Llc
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PBMares Wealth Management LLC
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|
PDS Planning, Inc
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|
Morgan Stanley
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|
IMC-Chicago, LLC
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Advocacy Wealth Management Services, LLC
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Integral Investment Advisors, Inc.
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Westside Investment Management, Inc.
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Financial Freedom, LLC
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|
Bessemer Group Inc
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|
Bourgeon Capital Management Llc
|
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|
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|
|
SkyView Investment Advisors, LLC
|
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|
|
|
|
REAP Financial Group, LLC
|
|
|
|
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|
Creekmur Asset Management LLC
|
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|
|
Upper Left Wealth Management, LLC
|
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|
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|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
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|
Potomac Fund Management Inc /adv
|
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|
First Pacific Financial
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|
|
|
|
Hamilton Capital, LLC
|
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|
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|
Keybank National Association/oh
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Bank Julius Baer & Co. Ltd, Zurich
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Harvest Fund Management Co., Ltd
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Cambridge Associates Llc /ma/ /adv
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Cambridge Investment Research Advisors, Inc.
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Chapin Davis, Inc.
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Uniting Wealth Partners, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Wallington Asset Management, LLC
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Ci Investments Inc.
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Mount Yale Investment Advisors, LLC
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Cape Cod Five Cents Savings Bank
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Continuum Wealth Advisors, Llc
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Blue Fin Capital, Inc.
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Dorsey & Whitney Trust CO LLC
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J. L. Bainbridge & Co., Inc.
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Burkett Financial Services, Llc
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AlphaCore Capital LLC
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Aspiriant, Llc
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Capital Advisors Inc/ok
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Susquehanna International Group, Llp
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Garde Capital, Inc.
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HCR Wealth Advisors
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Baker Avenue Asset Management, LP
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Cypress Capital Group
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Crcm Lp
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Montis Financial, LLC
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Beacon Harbor Wealth Advisors, Inc.
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Journey Advisory Group, LLC
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Sunbelt Securities, Inc.
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Hilltop National Bank
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Compass Wealth Management, LLC/GA
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Ashford Capital Management Inc
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St Germain D J Co Inc
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Mission Wealth Management, Lp
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Strathmore Capital Advisors, Inc.
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TruWealth Advisors, LLC
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Brown Advisory Inc
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Vivaldi Capital Management, LLC
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Nwam Llc
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Skopos Labs, Inc.
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Robertson Stephens Wealth Management, LLC
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FAPWX - Fidelity Greenwood Street Trust - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M
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Strategic Point Investment Advisors, LLC
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Impact Investors, Inc
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Fulton Bank, N.a.
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DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
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Optimum Investment Advisors
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Cushing Capital Partners, LLC
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Visionary Wealth Advisors
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United Asset Strategies, Inc.
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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Keystone Financial Group
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Prairie Wealth Advisors, Inc.
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Boreal Capital Management LLC
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Clear Creek Financial Management, LLC
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Bristlecone Advisors, LLC
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Evolution Wealth Management Inc.
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Flagship Harbor Advisors, Llc
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JB Capital LLC
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MTM Investment Management, LLC
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Kingstone Capital Partners Texas, LLC
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WealthPLAN Partners, LLC
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Waterloo Capital, L.P.
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N.E.W. Advisory Services LLC
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Cerity Partners LLC
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Lifeworks Advisors, LLC
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GeoWealth Management, LLC
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Oakworth Capital, Inc.
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LifeWealth Investments, LLC
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Pinnacle Financial Partners Inc
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WealthNavi Inc.
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Sagace Wealth Management LLC
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Tradewinds Capital Management, LLC
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Raymond James Financial Inc
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Foster & Motley Inc
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Citadel Advisors Llc
|
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Sage Private Wealth Group, Llc
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Keystone Wealth Services, LLC
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McMahon Financial Advisors, LLC
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Cary Street Partner Investment Advisory Llc
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TPG Advisors LLC
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Cornerstone Planning, LLC
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Golden State Equity Partners
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Hollencrest Capital Management
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L.m. Kohn & Company
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Nomura Asset Management Co Ltd
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Apella Capital, LLC
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One Wealth Capital Management, Llc
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Hutchens & Kramer Investment Management Group, LLC
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Twelve Points Wealth Management LLC
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Resona Asset Management Co.,Ltd.
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Pinnacle Wealth Management Advisory Group, LLC
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Farther Finance Advisors, LLC
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Forza Wealth Management, LLC
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RMB Capital Management, LLC
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MAI Capital Management
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Holistic Financial Partners
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Kitching Partners, Llc
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SOA Wealth Advisors, LLC.
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Avantra Family Wealth, Inc.
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KG&L Capital Management,LLC
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Accredited Investor Services, Llc
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Sterling Financial Planning, Inc.
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Natixis Advisors, L.p.
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Abound Wealth Management
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Sterling Investment Advisors Llc /adv
|
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|
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GAMMA Investing LLC
|
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Atlantic Edge Private Wealth Management, LLC
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Squarepoint Ops LLC
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Harwood Advisory Group, LLC
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Chokshi & Queen Wealth Advisors, Inc
|
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Williams & Novak, LLC
|
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Smith & Howard Wealth Management, LLC
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Grove Bank & Trust
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Newbridge Financial Services Group, Inc.
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Legend Financial Advisors, Inc.
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Wealth Dimensions Group, Ltd.
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Kaydan Wealth Management, Inc.
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Ingalls & Snyder Llc
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Keel Point, LLC
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|
Five Pine Wealth Management
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Fairview Capital Investment Management, Llc
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Hager Investment Management Services, Llc
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Yeomans Consulting Group, Inc.
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Diversify Advisory Services, LLC
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Westover Capital Advisors, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Sound View Wealth Advisors Group, LLC
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Orion Portfolio Solutions, LLC
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|
Isthmus Partners, Llc
|
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Ipsen Advisor Group LLC
|
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|
Forbes J M & Co Llp
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|
Fiduciary Financial Group, Llc
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|
Harbour Capital Advisors, LLC
|
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|
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|
Pin Oak Investment Advisors Inc
|
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Benjamin Edwards Inc
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Jmac Enterprises Llc
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Mraz, Amerine & Associates, Inc.
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|
Larson Financial Group LLC
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Cary Street Partners Financial Llc
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|
Jeppson Wealth Management, Llc
|
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|
|
|
Financial Partners Group, Inc
|
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|
|
|
|
Avondale Wealth Management
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Provenance Wealth Advisors, LLC
|
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|
StoneX Group Inc.
|
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|
|
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|
Allianz Se
|
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|
Dahring | Cusmano Llc
|
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Salem Investment Counselors Inc
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Rogco, Lp
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Parkworth Wealth Management, Inc.
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|
Pallas Capital Advisors LLC
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Bradley & Co. Private Wealth Management, LLC
|
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|
|
|
|
Novem Group
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
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|
Glenmede Trust Co Na
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Spectrum Planning & Advisory Services Inc.
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|
B.O.S.S. Retirement Advisors, LLC
|
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Helium Advisors LLC
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Kornitzer Capital Management Inc /ks
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|
Raleigh Capital Management Inc.
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|
Revolve Wealth Partners, LLC
|
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Sharper & Granite LLC
|
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|
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Rialto Wealth Management, LLC
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Keebeck Wealth Management, LLC
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North Capital, Inc.
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Kestra Private Wealth Services, Llc
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Pacifica Partners Inc.
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|
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|
Financial Management Network Inc
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|
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Landing Point Financial Group, LLC
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
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|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
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|
|
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|
Crestwood Advisors Group LLC
|
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|
Advisory Alpha, LLC
|
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|
Modern Wealth Management, LLC
|
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|
Atlas Wealth Partners, LLC
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Walker Asset Management, LLC
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Mid-American Wealth Advisory Group, Inc.
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City Center Advisors, LLC
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Independent Solutions Wealth Management, LLC
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|
Rakuten Investment Management, Inc.
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|
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|
Fedenia Advisers LLC
|
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|
Citizens Financial Group Inc/ri
|
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|
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|
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Chicago Partners Investment Group LLC
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Jackson Wealth Management, LLC
|
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|
SGL Investment Advisors, Inc.
|
|
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|
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|
Burns J W & Co Inc/ny
|
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Parkside Investments, LLC
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Meridian Wealth Management, LLC
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Financial Management Professionals, Inc.
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JSF Financial, LLC
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Kovack Advisors, Inc.
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|
Triad Wealth Partners, LLC
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GFS Advisors, LLC
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|
Norden Group Llc
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|
Greenline Partners, LLC
|
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|
D. Scott Neal, Inc.
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|
Moment Partners, LLC
|
|
|
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|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
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|
Itau Unibanco Holding S.A.
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|
FDx Advisors, Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
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|
SCS Capital Management LLC
|
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|
|
|
|
Team Financial Group, LLC
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TBH Global Asset Management, LLC
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|
Pinnacle Bancorp, Inc.
|
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|
|
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|
Northside Capital Management, LLC
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Fielder Capital Group LLC
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|
Peapack Gladstone Financial Corp
|
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|
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|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
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|
Shepherd Financial Partners LLC
|
|
|
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|
Davis R M Inc
|
|
|
|
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|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
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|
Catalytic Wealth RIA, LLC
|
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|
Center for Financial Planning, Inc.
|
|
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|
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|
Founders Financial Securities Llc
|
|
|
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|
Eagle Strategies LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
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|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
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|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
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|
My Legacy Advisors, LLC
|
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|
Wbh Advisory Inc
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|
|
|
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|
Mariner, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
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|
Matrix Trust Co
|
|
|
|
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|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
PUDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Real Assets Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Avory & Company, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
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|
Fortis Capital Management LLC
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Radnor Capital Management, LLC
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|
Ifrah Financial Services, Inc.
|
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|
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|
True North Advisors, LLC
|
|
|
|
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|
Camden Capital, LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
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|
Arrowroot Family Office, LLC
|
|
|
|
|
|
David R. Rahn & Associates Inc.
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|
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|
Archer Investment Corp
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|
Lifelong Wealth Advisors, Inc.
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|
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|
Summit Place Financial Advisors, LLC
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|
Mather Group, Llc.
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|
First Command Advisory Services, Inc.
|
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|
|
|
Mechanics Financial Corp
|
|
|
|
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|
Independence Bank of Kentucky
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
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|
|
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|
Arnhold LLC
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|
Unique Wealth, Llc
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|
Nbc Securities, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
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|
Principle Wealth Partners Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
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|
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Riggs Asset Managment Co. Inc.
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Painted Porch Advisors LLC
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Robinson Value Management, Ltd.
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Rochester Wealth Strategies, LLC
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Manchester Capital Management LLC
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Saxon Interests, Inc.
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Fiduciary Alliance LLC
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Trademark Financial Management, LLC
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Axxcess Wealth Management, Llc
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Guidance Point Advisors, LLC
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Chevy Chase Trust Holdings, Inc.
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Allie Family Office LLC
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Summit Global Investments
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Cambridge Advisors Inc.
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Apeiron RIA LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Future Financial Wealth Managment LLC
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Blume Capital Management, Inc.
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Roundview Capital LLC
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Indiana Trust & Investment Management CO
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Accredited Wealth Management, LLC
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Parsons Capital Management Inc/ri
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Regal Investment Advisors LLC
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Tyler-Stone Wealth Management
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Sigma Investment Counselors Inc
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Berkshire Asset Management Llc/pa
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CNB Bank
|
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Checchi Capital Advisers, LLC
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LFA - Lugano Financial Advisors SA
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Wealthcare Advisory Partners LLC
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Bank of New York Mellon Corp
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CRA Financial Services, LLC
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Valeo Financial Advisors, LLC
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Blueprint Investment Partners LLC
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Connective Portfolio Management, LLC
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UBS Group AG
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Belpointe Asset Management LLC
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Motco
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Crewe Advisors LLC
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Knollwood Investment Advisory, LLC
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IFG Advisory, LLC
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Moon Capital Management Lp
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Td Private Client Wealth Llc
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Baldwin Brothers Inc/ma
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Bank of Jackson Hole Trust
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Tcfg Wealth Management, Llc
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Sanders Morris Harris Llc
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Crescent Grove Advisors, LLC
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Wealthspan Partners, Llc
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Pingora Partners LLC
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Elios Financial Group Inc.
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Evermay Wealth Management Llc
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Sowell Financial Services LLC
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Alpha Cubed Investments, LLC
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Buttonwood Financial Group, LLC
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CENTRAL TRUST Co
|
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Sentinel Trust Co Lba
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U.S. Capital Wealth Advisors, LLC
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Bogart Wealth, LLC
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Elyxium Wealth, LLC
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Mirae Asset Global Investments Co., Ltd.
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Smithfield Trust Co
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Summit Trail Advisors, Llc
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MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
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|
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MA Private Wealth
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Strategic Blueprint, LLC
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Cottage Street Advisors LLC
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Opal Wealth Advisors, LLC
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Lbmc Investment Advisors, Llc
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New Hampshire Trust
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Sepio Capital, LP
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Meridian Investment Counsel Inc.
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American National Bank
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B&D White Capital Company, LLC
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Glen Eagle Advisors, LLC
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D.a. Davidson & Co.
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International Assets Investment Management, Llc
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WASHINGTON TRUST Co
|
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Total Investment Management Inc
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Lakeridge Wealth Management LLC
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Florida Financial Advisors, Llc
|
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MBL Wealth, LLC
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BSW Wealth Partners
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United Capital Financial Advisers, Llc
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North Star Investment Management Corp.
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Fermata Advisors, LLC
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Orion Capital Management LLC
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Tme Financial, Inc.
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Principal Securities, Inc.
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Argent Trust Co
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Change Path, LLC
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Maia Wealth LLC
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Tudor Financial Inc.
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FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
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Dunhill Financial, LLC
|
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SILVER OAK SECURITIES, Inc
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Legacy Financial Group LLC
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Firestone Capital Management
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Roxbury Financial LLC
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Presidio Capital Management, LLC
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Nations Financial Group Inc, /ia/ /adv
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Proficio Capital Partners LLC
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Continuum Advisory, LLC
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One Capital Management, LLC
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Nottingham Advisors, Inc.
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BRYN MAWR TRUST Co
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Herold Advisors, Inc.
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Promus Capital, LLC
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Davies Financial Advisors, Inc.
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Financial Alternatives, Inc
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Ackerman Capital Advisors, LLC
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Aptus Capital Advisors, LLC
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Okabena Investment Services Inc
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Whittier Trust Co Of Nevada Inc
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Mystic Asset Management, Inc.
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Rsm Us Wealth Management Llc
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Plante Moran Financial Advisors, LLC
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Kathleen S. Wright Associates Inc.
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Aberdeen Wealth Management LLC
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Sonora Investment Management Group, LLC
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LM Advisors LLC
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Latitude Advisors, LLC
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Peak Financial Management, Inc.
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Baird Financial Group, Inc.
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Moneta Group Investment Advisors Llc
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Mill Creek Capital Advisors, LLC
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Quent Capital, LLC
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Twin Lakes Capital Management, LLC
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Regimen Wealth, Llc
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Central Bank & Trust Co
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|
Doliver Advisors, Lp
|
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|
Allen Capital Group, LLC
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|
Blue Investment Partners LLC
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|
LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF
|
|
|
|
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|
CoreCap Advisors, LLC
|
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|
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|
TriaGen Wealth Management LLC
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Empower Advisory Group, LLC
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|
Simmons Bank
|
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|
Hoey Investments, Inc
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|
Horizons Wealth Management
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AE Wealth Management LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Vision Capital Management, Inc.
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Mackay Shields Llc
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Nkcfo Llc
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Captrust Financial Advisors
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Howard Financial Services, Ltd.
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|
Patten & Patten Inc/tn
|
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Cetera Investment Advisers
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|
M&t Bank Corp
|
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|
CIBC World Markets Inc.
|
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|
Zuckerman Investment Group, LLC
|
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|
New England Private Wealth Advisors LLC
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Douglass Winthrop Advisors, LLC
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Confluence Wealth Services, Inc.
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Concorde Asset Management, LLC
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Milestone Asset Management, Llc
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Retirement Planning Co of New England, Inc.
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Fortitude Family Office, LLC
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Silverlake Wealth Management Llc
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Vance Wealth, Inc.
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Foguth Wealth Management, LLC.
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Evoke Wealth, Llc
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Front Row Advisors LLC
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Verity Asset Management, Inc.
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|
Teamwork Financial Advisors, LLC
|
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Roger Wittlin Investment Advisory, LLC
|
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|
|
|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
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|
Choate Investment Advisors
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|
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|
Boston Private Wealth Llc
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|
NDVR, Inc.
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Sanibel Captiva Trust Company, Inc.
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Anchor Pointe Wealth Management, LLC
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Jaffetilchin Investment Partners, LLC
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|
|
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|
Keystone Financial Services
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|
|
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|
Van Eck Associates Corp
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|
Satovsky Asset Management Llc
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Avantax Planning Partners, Inc.
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|
Private Wealth Management Group, LLC
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Altiora Financial Group, LLC
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|
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|
New Capital Management LP
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|
Woodmont Investment Counsel Llc
|
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|
Lynx Investment Advisory
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
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|
Traub Capital Management LLC
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|
Stegent Equity Advisors, Inc.
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|
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|
Bensler, LLC
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|
Quadrature Capital Ltd
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|
Fort Point Capital Partners LLC
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|
Beaumont Financial Advisors, LLC
|
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|
Astoria Portfolio Advisors LLC.
|
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|
Warren Averett Asset Management, LLC
|
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|
Stephen J. Garry & Associates, Llc
|
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|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
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|
Clearbridge Investments, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
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|
JT Stratford LLC
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|
|
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|
Financial Engines Advisors L.L.C.
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|
Monograph Wealth Advisors, Llc
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Mesirow Financial Investment Management, Inc.
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Truvestments Capital Llc
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Ambassador Advisors, LLC
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|
Patriot Investment Management Inc.
|
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|
Franklin Resources Inc
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|
|
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|
Retirement Wealth Solutions LLC
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|
|
|
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|
Ballew Advisors, Inc
|
|
|
|
|
|
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
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|
AlTi Global, Inc.
|
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|
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|
Claudia M.p. Batlle, Crp (r) Llc
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LPL Financial LLC
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|
Gunderson Capital Management Inc.
|
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|
RFG Advisory, LLC
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|
|
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|
Cardiff Park Advisors, Llc
|
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|
|
Riverbend Wealth Management, LLC
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|
First Trust Advisors Lp
|
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|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
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|
American Trust
|
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|
|
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|
SBI Securities Co., Ltd.
|
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|
|
Gould Asset Management Llc /ca/
|
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|
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|
Endowment Wealth Management, Inc.
|
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|
|
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|
PAX Financial Group, LLC
|
|
|
|
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|
Lansing Street Advisors
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|
Dagco, Inc.
|
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|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Swp Financial Llc
|
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|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
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|
Arkansas Financial Group, Inc.
|
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Systelligence, LLC
|
|
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|
Alexander Labrunerie & Co., Inc.
|
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|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
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|
Fmr Llc
|
|
|
|
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|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
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|
|
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|
KKM Financial LLC
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|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
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|
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Phoenix Wealth Advisors
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McIlrath & Eck, LLC
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Independent Advisor Alliance
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Prentiss Smith & Co Inc
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Copperleaf Capital, LLC
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Prudential Financial Inc
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Americana Partners, LLC
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WealthCare Investment Partners, LLC
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Mirador Capital Partners LP
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Euro Pacific Asset Management, LLC
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Allstate Corp
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Commerce Bank
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Lvm Capital Management Ltd/mi
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Compass Ion Advisors, LLC
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Cresset Asset Management, LLC
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Foster Group, Inc.
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DT Investment Partners, LLC
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Battery Global Advisors, LLC
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Townsend & Associates, Inc
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TD Waterhouse Canada Inc.
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GPS Wealth Strategies Group, LLC
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MainStreet Investment Advisors LLC
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Quintet Private Bank (Europe) S.A.
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Mml Investors Services, Llc
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One Wealth Advisors, LLC
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Fiduciary Group LLC
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Stone House Investment Management, LLC
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Copia Wealth Management
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Moulton Wealth Management, Inc
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LRI Investments, LLC
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Solidarilty Wealth, LLC
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Garrison Bradford & Associates Inc
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Tudor Investment Corp Et Al
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Eqis Capital Management, Inc.
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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JDM Financial Group LLC
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Federation des caisses Desjardins du Quebec
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Marcum Wealth, LLC
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Capital Planning Advisors, LLC
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Sharkey, Howes & Javer
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Advyzon Investment Management, LLC
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Valley Forge Investment Consultants Inc Adv
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Park Avenue Securities Llc
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Comerica Bank
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S&co Inc
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Hanson & Doremus Investment Management
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United Advisor Group, LLC
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Tru Independence Asset Management 2, Llc
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Mill Capital Management, LLC
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Swmg, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Absolute Capital Management, LLC
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Parcion Private Wealth LLC
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Silverleafe Capital Partners, LLC
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IFP Advisors, Inc
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Arete Wealth Advisors, LLC
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Montag A & Associates Inc
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Seeds Investor Llc
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Frazier Financial Advisors, LLC
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Ground Swell Capital, LLC
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Colonial Trust Advisors
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Cercano Management LLC
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HighTower Advisors, LLC
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High Falls Advisors, Inc
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Tower Research Capital LLC (TRC)
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Concurrent Investment Advisors, LLC
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Relyea Zuckerberg Hanson LLC
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Focus Financial Network, Inc.
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Mkd Wealth Coaches, Llc
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XML Financial, LLC
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MAS Advisors LLC
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Capital Investment Advisors, LLC
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Valmark Advisers, Inc.
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Pitcairn Co
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Integrated Investment Consultants, LLC
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Signature Resources Capital Management, LLC
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Total Clarity Wealth Management, Inc.
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Osborne Partners Capital Management, Llc
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Atticus Wealth Management, Llc
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Us Bancorp \de\
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Dakota Wealth Management
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Thrivent Financial For Lutherans
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JTC Employer Solutions Trusteee Ltd
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Accredited Investors Inc.
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Wisconsin Capital Management Llc
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IHT Wealth Management, LLC
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Macroview Investment Management Llc
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Patriot Financial Group Insurance Agency, LLC
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HBK Sorce Advisory LLC
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Accretive Wealth Partners, LLC
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Arkadios Wealth Advisors
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Asset Management Group, Inc.
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Capital Group Private Client Services, Inc.
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Morton Capital Management LLC/CA
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Group One Trading, L.p.
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Twin Tree Management, LP
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BridgePort Financial Solutions, LLC
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Quotient Wealth Partners, LLC
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Heck Capital Advisors, LLC
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Muirfield Wealth Advisors Llc
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Elevated Capital Advisors, LLC
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W Advisors, Llc
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TCP Asset Management, LLC
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Reuter James Wealth Management, Llc
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AMG National Trust Bank
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MBA Advisors LLC
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Quadrant Private Wealth Management, LLC
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Pettinga Financial Advisors, LLC
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Global Wealth Strategies & Associates
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Sunesis Advisors, LLC
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Pennington Partners & Co., Llc
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Versant Capital Management, Inc
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Putney Financial Group LLC
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Arlington Capital Management, Inc.
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Whitener Capital Management, Inc.
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Bigelow Investment Advisors, LLC
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Beck Capital Management, Llc
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Code Waechter LLC
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First Horizon Advisors, Inc.
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First United Bank Trust/
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Compass Financial Services Inc
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Dynasty Wealth Management, Llc
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LOM Asset Management Ltd
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Kcm Investment Advisors Llc
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AssuredPartners Investment Advisors, LLC
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Trust Point Inc.
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Ritholtz Wealth Management
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Princeton Global Asset Management LLC
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Accordant Advisory Group Inc
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Sincerus Advisory, LLC
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GM Advisory Group, Inc.
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May Barnhard Investments LLC
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Vontobel Holding Ltd.
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Aspiriant Risk-managed Real Asset Fund
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Main Street Financial Solutions, LLC
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Wells Financial Advisors INC
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Omnia Family Wealth, LLC
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WESCAP Management Group, Inc.
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New Republic Capital, LLC
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SMART Wealth LLC
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Hm Payson & Co
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Kure Advisory, LLC
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
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Viewpoint Capital Management LLC
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Jfs Wealth Advisors, Llc
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Midwest Capital Advisors, LLC
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ICONIQ Capital, LLC
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Harbour Investments, Inc.
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Phillips Financial Management, Llc
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Bridgewater Advisors Inc.
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Founders Capital Management
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Mader & Shannon Wealth Management, Inc.
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Soltis Investment Advisors LLC
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Capital Advisors Wealth Management, LLC
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Fifth Third Bancorp
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James J. Burns & Company, LLC
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|
Glenmede Investment Management, LP
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Burke & Herbert Bank & Trust Co
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Vestmark Advisory Solutions, Inc.
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Private Wealth Asset Management, LLC
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Generation Capital Management LLC
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Mairs & Power Inc
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BlackRock, Inc.
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PFG Investments, LLC
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Atlanta Consulting Group Advisors, LLC
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Naples Global Advisors, Llc
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AlphaStar Capital Management, LLC
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Woodside Wealth Management LLC
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Dopkins Wealth Management, Llc
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Gradient Investments LLC
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Equitable Trust Co
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Wealth Enhancement Advisory Services, Llc
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Apollon Wealth Management, LLC
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Verger Capital Management LLC
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Inlet Private Wealth, LLC
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Sfm, Llc
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Wealthfront Advisers Llc
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Ehrlich Financial Group
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Beacon Bridge Wealth Partners, LLC
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Axecap Investments, LLC
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Stokes Family Office, LLC
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Cedar Wealth Management, LLC
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Gamco Investors, Inc. Et Al
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Insight Wealth Partners, LLC
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RiverGlades Family Offices LLC
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Salomon & Ludwin, LLC
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Elm Partners Management LLC
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Good Life Advisors, LLC
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Tempus Wealth Planning, LLC
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Acorn Financial Advisory Services Inc /adv
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Scotia Capital Inc.
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Legacy Investment Solutions, LLC
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Private Harbour Investment Management & Counsel, LLC
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Bradley Foster & Sargent Inc/ct
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Nemes Rush Group LLC
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Sheaff Brock Investment Advisors, LLC
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|
Bridgewealth Advisory Group, LLC
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RFG - Bristol Wealth Advisors, LLC
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Private Advisory Group LLC
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Wealthbridge Capital Management, Llc
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Flywheel Private Wealth LLC
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|
Regions Financial Corp
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|
Ariston Services Group
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|
MCF Advisors LLC
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Pathstone Holdings, LLC
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Permanens Capital L.P.
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Stock Yards Bank & Trust Co
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Madden Advisory Services, Inc.
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Seacrest Wealth Management, Llc
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Packer & Co Ltd
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Alken Asset Management Ltd.
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West Branch Capital LLC
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Asset Management One Co., Ltd.
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Atria Investments Llc
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Sequoia Financial Advisors, LLC
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Modera Wealth Management, LLC
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|
Royal Bank Of Canada
|
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|
Tidemark, LLC
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|
1832 Asset Management L.P.
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|
Centricity Wealth Management, LLC
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|
King Luther Capital Management Corp
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WJ Wealth Management, LLC
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Northcape Wealth Management, Llc
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Oppenheimer Asset Management Inc.
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|
Walleye Trading LLC
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Jones Financial Companies Lllp
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|
Kovitz Investment Group Partners, LLC
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Tocqueville Asset Management L.p.
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Bailard, Inc.
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|
E Fund Management Co., Ltd.
|
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|
Essex Savings Bank
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|
|
|
|
Strategic Wealth Designers
|
|
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|
Weil Company, Inc.
|
|
|
|
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|
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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|
|
|
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|
Insight 2811, Inc.
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|
Western Wealth Management, LLC
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Fourth Dimension Wealth, LLC
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Red Mountain Financial, LLC
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Moors & Cabot, Inc.
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|
Vident Advisory, LLC
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Banque Cantonale Vaudoise
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|
Empowered Funds, LLC
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|
D L Carlson Investment Group Inc
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|
Mascoma Wealth Management LLC
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|
Cascade Financial Partners, LLC
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|
Fortis Group Advisors, LLC
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|
Pacific Capital Wealth Advisors, Inc
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|
Fund Evaluation Group, LLC
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|
Foundation Wealth Management, LLC
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|
Lake Street Financial Llc
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|
Bull Oak Capital, LLC
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|
Plum Street Advisors, LLC
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|
Clay Northam Wealth Management, LLC
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|
Prospera Financial Services Inc
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|
Meridian Wealth Partners, LLC
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|
Cassaday & Co Wealth Management LLC
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|
Farmers & Merchants Investments Inc
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|
Venturi Wealth Management, LLC
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|
Northwest Capital Management Inc
|
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|
3EDGE Asset Management, LP
|
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|
Bank Of Nova Scotia
|
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|
1620 Investment Advisors, Inc.
|
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|
Azimuth Capital Investment Management LLC
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Talon Private Wealth, LLC
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|
CVA Family Office, LLC
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|
Beacon Pointe Advisors, LLC
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|
Level Four Advisory Services, Llc
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|
First Financial Corp /in/
|
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|
Allworth Financial LP
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|
Hancock Whitney Corp
|
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|
Cowa, Llc
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|
McAdam, LLC
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|
Investment Management Corp /va/ /adv
|
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|
Advantage Trust Co
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|
Prudential Plc
|
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|
Rinkey Investments
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|
Kilter Group LLC
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|
Stephens Inc /ar/
|
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|
Goldman Sachs Group Inc
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|
VPR Management LLC
|
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|
|
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|
Signature Securities Group Corporation
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
|
|
Wealthgarden F.s. Llc
|
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|
|
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|
Red Door Wealth Management, LLC
|
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|
Timber Creek Capital Management LLC
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|
Wiley Bros.-aintree Capital, Llc
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Beese Fulmer Investment Management, Inc.
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|
Andina Capital Management, LLC
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Park Place Capital Corp
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|
Janus Henderson Group Plc
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|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
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Newton One Investments LLC
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NavPoint Financial, Inc.
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Great Diamond Partners, LLC
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IMPACTfolio, LLC
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|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
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|
Fore Capital, LLC
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|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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|
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|
Charles Schwab Trust Co
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|
Life Line Wealth Management Llc
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|
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Insigneo Advisory Services, Llc
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Magnolia Capital Advisors Llc
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Nova Wealth Management, Inc.
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Atria Wealth Solutions, Inc.
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Auxano Advisors, LLC
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Signature Wealth Management Group
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Neuberger Berman Group LLC
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Wynn Capital, LLC
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Hopwood Financial Services, Inc.
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Appleton Partners Inc/ma
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Rossby Financial, LCC
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Sound Income Strategies, LLC
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Main Street Group, LTD
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Cornerstone Planning Group LLC
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Redhawk Wealth Advisors, Inc.
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Global Retirement Partners, LLC
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BlueChip Wealth Advisors LLC
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Olistico Wealth, LLC
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Glenview Trust Co
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SageView Advisory Group, LLC
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Deane Retirement Strategies, Inc.
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ETF Store, Inc.
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Pinkerton Retirement Specialists, LLC
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Belvedere Trading LLC
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Sentinus, LLC
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Private Trust Co Na
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True Vision MN LLC
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Barnes Wealth Management Group, Inc
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Jordan Park Trust Co LLC
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BEAM Asset Management, LLC
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Altman Advisors, Inc.
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Colony Group, LLC
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Van Hulzen Asset Management, LLC
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CFS Investment Advisory Services, LLC
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Gladstone Institutional Advisory LLC
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Fisher Asset Management, LLC
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Cadent Capital Advisors, LLC
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Virtus Family Office LLC
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Dynamic Advisor Solutions LLC
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Liberty Wealth Management Llc
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CPA Asset Management LLC
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Ameliora Wealth Management Ltd.
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Maripau Wealth Management Llc
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Sheets Smith Wealth Management
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Citizens National Bank Trust Department
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Gries Financial Llc
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Global Wealth Management, LLC
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Kanawha Capital Management Llc
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Old Second National Bank Of Aurora
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Eastern Bank
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Sandy Cove Advisors, LLC
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Aspire Private Capital, LLC
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J.w. Cole Advisors, Inc.
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Kingswood Wealth Advisors, Llc
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ORG Partners LLC
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Capital & Planning, Llc
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Capital A Wealth Management, LLC
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PFG Advisors
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Berger Financial Group, Inc
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Global Trust Asset Management, LLC
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Global Financial Private Client, LLC
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Harbor Investment Advisory, Llc
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DAVENPORT & Co LLC
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Strategy Asset Managers Llc
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Horizon Kinetics Asset Management Llc
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Boyer & Corporon Wealth Management, LLC
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One Day In July LLC
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Evolution Wealth Advisors, LLC
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Parkside Financial Bank & Trust
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Blossom Wealth Management
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NewSquare Capital LLC
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NewEdge Wealth, LLC
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Hamilton Point Investment Advisors, LLC
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IPG Investment Advisors LLC
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J. W. Coons Advisors, LLC
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Schechter Investment Advisors, LLC
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Graney & King, LLC
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Marmo Financial Group, LLC
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Sandy Spring Bank
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Capital Analysts, Inc.
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Coastal Bridge Advisors, LLC
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Synovus Financial Corp
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Resources Management Corp /ct/ /adv
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Great Valley Advisor Group, Inc.
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Purkiss Capital Advisors LLC
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Meridian Wealth Advisors, LLC
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DCF Advisers, LLC
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Costello Asset Management, INC
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Rosenberg Matthew Hamilton
|
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Briaud Financial Planning, Inc
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United Community Bank
|
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|
Wood Tarver Financial Group, LLC
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|
Perritt Capital Management Inc
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Private Advisor Group, LLC
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|
LifePlan Financial, LLC
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|
MONECO Advisors, LLC
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Reliant Wealth Planning
|
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|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Capital Performance Advisors Llp
|
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Brookstone Capital Management
|
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Clark Asset Management, LLC
|
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GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
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|
Old Port Advisors
|
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|
Bellevue Asset Management, Llc
|
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|
Per Stirling Capital Management, LLC.
|
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Eq Wealth Advisors, Llc
|
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|
Regatta Capital Group, Llc
|
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Concord Wealth Partners
|
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|
Clifford Swan Investment Counsel Llc
|
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Strategic Wealth Partners, Ltd.
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
|
Angeles Wealth Management, Llc
|
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|
CX Institutional
|
|
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|
Woodward Diversified Capital, Llc
|
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O'shaughnessy Asset Management, Llc
|
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Durante & Waters, Llc
|
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Financial & Tax Architects, LLC
|
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|
|
Kelly Financial Services LLC
|
|
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|
|
Fullcircle Wealth Llc
|
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Ewa, Llc
|
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North Forty Two & Co.
|
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|
