|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bank of Finland
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Sterling Manor Financial, LLC
|
|
|
|
|
|
LPRFX - BlackRock Funds III - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
IDUB - ETF Series Solutions - International Drawdown Managed Equity ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cosner Financial Group, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
|
|
|
|
|
|
C V Starr & Co Inc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Accredited Investor Services, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Standpoint Asset Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
INTL - Northern Lights Fund Trust IV - Main International ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Oak Root LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Starr Indemnity & Liability Co
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Kraft Asset Management, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
