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Kovack Advisors, Inc.
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First Merchants Corp
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Westshore Wealth, LLC
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Capasso Planning Partners LLC
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Future Fund LLC
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First National Advisers, LLC
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New England Professional Planning Group Inc.
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My Purposeful Wealth Corp.
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BLB&B Advisors, LLC
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Visionary Wealth Advisors
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Center for Financial Planning, Inc.
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Sapient Capital Llc
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Collar Capital Management, LLC
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KWB Wealth
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Geneos Wealth Management Inc.
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Principle Wealth Partners Llc
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Bangor Savings Bank
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Millstone Evans Group, LLC
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Davidson Investment Advisors
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Private Advisor Group, LLC
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Pin Oak Investment Advisors Inc
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Taddei, Ludwig & Associates, Inc.
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Pineridge Advisors LLC
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Wallace Advisory Group, LLC
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StrongBox Wealth, LLC
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Fmr Llc
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Richardson Capital Management LLC
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XTX Topco Ltd
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Change Path, LLC
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Wbh Advisory Inc
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Ellis Investment Partners, LLC
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Camarda Financial Advisors, LLC
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Smith Shellnut Wilson Llc /adv
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Traphagen Investment Advisors Llc
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Regal Investment Advisors LLC
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Founders Grove Wealth Partners, Llc
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Planned Solutions, Inc.
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Laird Norton Trust Company, Llc
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Morse Asset Management, Inc
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Cooper Financial Group
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Catalytic Wealth RIA, LLC
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Seed Wealth Management, Inc.
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Clarus Wealth Advisors
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BigSur Wealth Management LLC
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Hardy Reed LLC
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ESL Trust Services, LLC
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Ifrah Financial Services, Inc.
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Cypress Capital Advisors, LLC
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Vertex Planning Partners, LLC
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Mogy Joel R Investment Counsel Inc
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Marcum Wealth, LLC
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Ameliora Wealth Management Ltd.
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Cadinha & Co Llc
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Rappaport Reiches Capital Management, LLC
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MBA Advisors LLC
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Abound Wealth Management
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Newman Dignan & Sheerar, Inc.
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Round Rock Advisors, LLC
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Heritage Wealth Management, Inc./Texas
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Tempus Wealth Planning, LLC
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IHT Wealth Management, LLC
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Wetzel Investment Advisors, Inc.
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HFG Advisors, Inc.
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Northwestern Mutual Investment Management Company, Llc
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Oak Asset Management, LLC
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RFG - Bristol Wealth Advisors, LLC
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Holistic Planning, LLC
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Moody Lynn & Lieberson, Llc
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Perfromance Wealth Partners, LLC
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Affiance Financial, LLC
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Dumont & Blake Investment Advisors Llc
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Mechanics Bank Trust Department
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Armor Investment Advisors, LLC
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Corundum Group, Inc.
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Jmac Enterprises Llc
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LVZ Advisors, Inc.
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Azimuth Capital Investment Management LLC
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Trinity Financial Advisors LLC
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Centricity Wealth Management, LLC
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My Personal CFO, LLC
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Wells Fargo & Company/mn
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BancorpSouth Bank
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Resources Management Corp /ct/ /adv
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Little House Capital Llc
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Burling Wealth Partners, Llc
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Addison Advisors LLC
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MEMBERS Trust Co
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Fundamentun, Llc
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CIBC World Markets Inc.
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Pathway Financial Advisors LLC
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Savvy Advisors, Inc.
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Covenant Asset Management, LLC
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High Note Wealth, LLC
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Highland Capital Management, Llc
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NWK Group, Inc.
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Intelligence Driven Advisers, LLC
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Ardent Capital Management, Inc.
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Morgan Stanley
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Heritage Wealth Partners, LLC
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Disciplined Investments, LLC
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FSC Wealth Advisors, LLC
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Garden State Investment Advisory Services LLC
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Regatta Capital Group, Llc
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Verus Capital Partners, Llc
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WorthPointe, LLC
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Verum Partners LLC
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Lansing Street Advisors
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Stratos Wealth Advisors, LLC
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IFG Advisory, LLC
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Sequoia Financial Advisors, LLC
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Gradient Capital Advisors, LLC
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YANKCOM Partnership
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Kayne Anderson Rudnick Investment Management Llc
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MorganRosel Wealth Management, LLC
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Founders Financial Securities Llc
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Foundry Financial Group, Inc.
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Phillips Wealth Planners LLC
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Rosenberg Matthew Hamilton
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OneAscent Wealth Management LLC
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IAG Wealth Partners, LLC
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Kestra Advisory Services, LLC
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Investment Advisory Services Inc /tx /adv
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Salem Investment Counselors Inc
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JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
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Stratos Wealth Partners, LTD.
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Iron Horse Wealth Management, LLC
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Bath Savings Trust Co
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Sandy Spring Bank
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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Thoroughbred Financial Services, Llc
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Certified Advisory Corp
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Welch & Forbes Llc
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One Wealth Advisors, LLC
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Invst, LLC
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Rochester Wealth Strategies, LLC
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Kanawha Capital Management Llc
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Monterey Private Wealth, Inc.
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AdvisorNet Financial, Inc
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Allworth Financial LP
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Boston Trust Walden Corp
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Boyd Wealth Management, LLC
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Sheets Smith Wealth Management
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Arete Wealth Advisors, LLC
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First Heartland Consultants, Inc.
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TFG Advisers LLC
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Astra Wealth Partners LLC
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Wealthgarden F.s. Llc
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|
Idaho Trust Bank
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
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Chris Bulman Inc
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Keeley-Teton Advisors, LLC
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Acorns Advisers, LLC
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Cahaba Wealth Management, Inc.
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Code Waechter LLC
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Coign Capital Advisors LLC
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OneAscent Financial Services LLC
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MAI Capital Management
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|
Woodard & Co Asset Management Group Inc /adv
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Waters Parkerson & Co., Llc
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Callan Family Office, LLC
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Accredited Investors Inc.
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Wall Street Access Asset Management, LLC
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Carrera Capital Advisors
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Aqr Capital Management Llc
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Gallagher Capital Advisors, LLC
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BayBridge Capital Group, LLC
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First Command Advisory Services, Inc.
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Live Oak Private Wealth LLC
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Old North State Trust, LLC
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Defined Financial Planning LLC
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BankPlus Trust Department
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CoreFirst Bank & Trust
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JFG Wealth Management, LLC
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Beacon Financial Planning, Inc
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National Wealth Management Group, LLC
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Ames National Corp
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Onyx Bridge Wealth Group LLC
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Saxon Interests, Inc.
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LeClair Wealth Partners LLC
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Moisand Fitzgerald Tamayo, LLC
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CBM Financial, LLC
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Global Strategic Investment Solutions, LLC
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FSM Wealth Advisors, LLC
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Mechanics Financial Corp
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Zuckerman Investment Group, LLC
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Penobscot Investment Management Company, Inc.
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Valmark Advisers, Inc.
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Sabal Trust CO
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Congress Wealth Management LLC / DE /
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|
Bristlecone Advisors, LLC
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|
Saiph Capital, LLC
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Trexquant Investment LP
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Logan Capital Management Inc
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Peapack Gladstone Financial Corp
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Bright Financial Advisors, Inc.
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Stablepoint Partners, LLC
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Umb Bank N A/mo
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Northstar Asset Management Llc
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Summit Financial Strategies, Inc.
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Oak Harbor Wealth Partners, Llc
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Citizens & Northern Corp
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Selway Asset Management
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Core Wealth Advisors, Inc.
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Noble Wealth Management PBC
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WealthCollab, LLC
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Greenspring Advisors, LLC
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Burns J W & Co Inc/ny
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Birch Hill Investment Advisors LLC
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Uniting Wealth Partners, LLC
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Willis Johnson & Associates, Inc.
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Highline Wealth Partners Llc
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Marshall & Sullivan Inc /wa/
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Capital City Trust Co/fl
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|
SOUTH STATE Corp
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|
Liberty Square Wealth Partners Llc
|
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|
Ewa, Llc
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Boltwood Capital Management
|
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|
Securian Asset Management, Inc
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|
New Insight Wealth Advisors
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|
Divergent Planning, LLC
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|
STAR Financial Bank
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|
Legacy Investment Solutions, LLC
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|
First Manhattan Co
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|
Busey Wealth Management
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|
3Chopt Investment Partners, LLC
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|
MFA Wealth Services
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Oliver Lagore Vanvalin Investment Group
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Sebold Capital Management, Inc.
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Convergence Financial, LLC
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Deutsche Bank Ag\
|
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NewEdge Wealth, LLC
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New England Asset Management Inc
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Arkansas Financial Group, Inc.
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|
TCTC Holdings, LLC
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Delos Wealth Advisors, LLC
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Prodigy Asset Management LLC
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|
Sovran Advisors, LLC
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|
Sowell Financial Services LLC
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|
Randolph Co Inc
|
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|
Bank Of Nova Scotia
|
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|
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|
Retirement Systems of Alabama
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Trustmark National Bank Trust Department
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Advisor Group Holdings, Inc.
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Wealthstream Advisors, Inc.
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Envestnet Asset Management Inc
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Truvestments Capital Llc
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KG&L Capital Management,LLC
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|
Evolution Wealth Management Inc.
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|
Mainsail Asset Management, Llc
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Plante Moran Financial Advisors, LLC
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|
McLean Asset Management Corp
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Compass Ion Advisors, LLC
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Lindbrook Capital, Llc
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Holland Advisory Services, Inc.
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|
JMG Financial Group, Ltd.
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Shepherd Financial Partners LLC
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Future You Wealth Llc
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|
Alpha Financial Partners, LLC
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|
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|
Pacific Center for Financial Services
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|
Minot DeBlois Advisors LLC
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|
Greenleaf Trust
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|
Rik Saylor Financial, Inc.
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|
Daymark Wealth Partners, Llc
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|
Friedenthal Financial
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|
|
|
|
Citizens National Bank Trust Department
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|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Fortis Capital Management LLC
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|
|
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|
Everett Harris & Co /ca/
|
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|
|
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|
Goodman Financial Corp
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|
Parsons Capital Management Inc/ri
|
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|
Tritonpoint Wealth, Llc
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NorthLanding Financial Partners, LLC
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Strategic Financial Planning, Inc.
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|
Charter Trust Co
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JNBA Financial Advisors
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|
Riverchase Wealth Management, Llc
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|
Quest 10 Wealth Builders, Inc.
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|
HBK Sorce Advisory LLC
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|
Jfs Wealth Advisors, Llc
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|
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|
Eagle Strategies LLC
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|
|
|
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|
Janney Montgomery Scott LLC
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|
|
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|
First National Trust Co
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|
|
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|
DAVENPORT & Co LLC
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|
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|
SpringVest Wealth Management LLC
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|
Secure Asset Management, LLC
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|
|
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|
Acropolis Investment Management, LLC
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|
Petix & Botte Co
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|
PDS Planning, Inc
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|
Financial Management Professionals, Inc.
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|
Independence Bank of Kentucky
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Valley Forge Investment Consultants Inc Adv
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|
Atomi Financial Group, Inc.
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|
Element Wealth, LLC
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|
Allie Family Office LLC
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|
Main Management LLC
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|
Chesley Taft & Associates LLC
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|
Fountainhead AM, LLC
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|
Wealthcare Capital Management Llc
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|
Spinnaker Trust
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|
|
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|
North Berkeley Wealth Management, LLC
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|
Centennial Bank/AR/
|
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|
Sandhill Capital Partners LLC
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|
Juncture Wealth Strategies, Llc
|
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|
|
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|
GenTrust, LLC
|
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|
|
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|
Glassman Wealth Services
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|
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|
Fort Point Capital Partners LLC
|
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|
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Trust Co of the South
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Peregrine Asset Advisers, Inc.
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C2C Wealth Management, LLC
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Daner Wealth Management, LLC
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Lgl Partners, Llc
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Vantage Financial Partners, LLC
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Nations Financial Group Inc, /ia/ /adv
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Meridian Investment Counsel Inc.
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Galvin, Gaustad & Stein, LLC
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Fiduciary Family Office, Llc
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Costello Asset Management, INC
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MCF Advisors LLC
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Sigma Investment Counselors Inc
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Dentgroup LLC
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Marble Harbor Investment Counsel, LLC
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VeraBank, N.A.
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Vivaldi Capital Management, LLC
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Wellspring Financial Advisors, LLC
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JT Stratford LLC
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C M Bidwell & Associates Ltd
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FLC Capital Advisors
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Walled Lake Planning & Wealth Management, Llc
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Callan Capital, LLC
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Atlas Capital Advisors Llc
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Mission Creek Capital Partners, Inc.
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Becker Capital Management Inc
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J. L. Bainbridge & Co., Inc.
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Ramirez Asset Management, Inc.
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Retirement Wealth Solutions LLC
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Summit Financial, LLC
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Fiduciary Trust Co
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LVW Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
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Global Trust Asset Management, LLC
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Next Level Wealth Planning, LLC
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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Cassaday & Co Wealth Management LLC
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KPP Advisory Services LLC
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Brown Brothers Harriman & Co
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Confluence Wealth Services, Inc.
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Blue Bell Private Wealth Management, Llc
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Smartleaf Asset Management LLC
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Allen Capital Group, LLC
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Raleigh Capital Management Inc.
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Coordinated Financial Services, Inc./CO
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BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
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Nbt Bank N A /ny
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National Bank Of Canada /fi/
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Modern Wealth Management, LLC
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BlueChip Wealth Advisors LLC
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Kingswood Wealth Advisors, Llc
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Aspen Investment Management Inc
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Umpqua Bank
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Wesbanco Bank Inc
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Princeton Global Asset Management LLC
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Leverty Financial Group, LLC
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Global Wealth Management Investment Advisory, Inc.
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SageView Advisory Group, LLC
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Keybank National Association/oh
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Flywheel Private Wealth LLC
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Harbor Asset Planning, Inc.
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PFG Private Wealth Management, LLC
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Warren Averett Asset Management, LLC
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New England Private Wealth Advisors LLC
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Texas Capital Bank Wealth Management Services Inc
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NorthRock Partners, LLC
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Almanack Investment Partners, LLC.
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Fortis Group Advisors, LLC
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SWS Partners
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Cypress Capital Group
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Martin Capital Advisors, LLP
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1 North Wealth Services Llc
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Orion Portfolio Solutions, LLC
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Lavaca Capital Llc
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Delta Asset Management Llc/tn
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Reston Wealth Management Llc
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Trust Co
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Boyd Watterson Asset Management Llc/oh
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Fiduciary Alliance LLC
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Hamilton Capital, LLC
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Fox Financial, Inc
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jvl associates llc
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Kmg Fiduciary Partners, Llc
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Continuum Advisory, LLC
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Baird Financial Group, Inc.
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Trilogy Capital Inc.
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Nichols & Pratt Advisers Llp /ma
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IFC Advisors LLC
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Urban Financial Advisory Corp
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Smith Chas P & Associates Pa Cpas
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Amplius Wealth Advisors, LLC
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Captrust Financial Advisors
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Asio Capital, LLC
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Financial Network Wealth Advisors LLC
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Lee Danner & Bass Inc
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Canvas Wealth Advisors, LLC
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RoundAngle Advisors LLC
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Fiduciary Financial Group, Llc
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Family Firm, Inc.
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Triad Wealth Partners, LLC
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Money Concepts Capital Corp
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Blankinship & Foster, LLC
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WealthPLAN Partners, LLC
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Truefg, Llc
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First PREMIER Bank
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Pettinga Financial Advisors, LLC
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Pitti Group Wealth Management, LLC
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Wade Financial Advisory, Inc
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Vicus Capital
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Schechter Investment Advisors, LLC
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Covestor Ltd
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GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
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Commerce Bank
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Indiana Trust & Investment Management CO
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Diversify Wealth Management, Llc
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Sound Income Strategies, LLC
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Leelyn Smith, LLC
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Artemis Wealth Advisors, LLC
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Absolute Capital Management, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Steigerwald, Gordon & Koch Inc.
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Trust Co Of Virginia /va
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Global Wealth Management, LLC
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MADDEN SECURITIES Corp
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Sierra Ocean, Llc
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Blueprint Investment Partners LLC
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Beirne Wealth Consulting Services, LLC
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Meridian Wealth Management, LLC
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Whitaker-Myers Wealth Managers, LTD.
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Skopos Labs, Inc.
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Sage Rhino Capital Llc
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Sageworth Trust Co of South Dakota
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1st Source Bank
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Bokf, Na
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Slow Capital, Inc.
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Vista Investment Partners Ii, Llc
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Brown Advisory Inc
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Independent Solutions Wealth Management, LLC
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HighTower Advisors, LLC
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CGC Financial Services, LLC
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Redwood Wealth Management Group, LLC
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Adviser Investments LLC
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Equita Financial Network, Inc.
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ARS Investment Partners, LLC
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Cottage Street Advisors LLC
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Albion Financial Group /ut
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Marietta Wealth Management, LLC
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Zacks Investment Management
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Sunbelt Securities, Inc.
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MeadowBrook Investment Advisors LLC
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Merit Financial Group, LLC
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GGM Financials LLC
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Condor Capital Management
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Rsm Us Wealth Management Llc
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Sageworth Trust Co
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ORG Partners LLC
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Flagship Wealth Advisors, Llc
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Argent Trust Co
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Equitable Holdings, Inc.
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Dana Investment Advisors, Inc.
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Aua Capital Management, Llc
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LOM Asset Management Ltd
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Apriem Advisors
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Sonora Investment Management Group, LLC
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Valpey Financial Services, LLC
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Fingerlakes Wealth Management, Inc.
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Reynders McVeigh Capital Management, LLC
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Wealth Architects, LLC
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Transcendent Capital Group LLC
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Requisite Capital Management, LLC
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RFG Advisory, LLC
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Sound Stewardship, LLC
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True Wealth Design, LLC
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Vishria Bird Financial Group, LLC
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Winthrop Capital Management, LLC
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Fort Sheridan Advisors Llc
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Collaborative Wealth Managment Inc.
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SevenBridge Financial Group, LLC
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ForthRight Wealth Management, LLC
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Private Client Services, Llc
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Tanglewood Legacy Advisors, LLC
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Thrive Wealth Management, LLC
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Alpine Bank Wealth Management
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Monticello Wealth Management, Llc
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Dorsey & Whitney Trust CO LLC
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Naples Global Advisors, Llc
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Ritter Daniher Financial Advisory LLC / DE
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RFP Financial Group LLC
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Moser Wealth Advisors, LLC
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Premier Path Wealth Partners, LLC
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Brick & Kyle, Associates
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Apollon Wealth Management, LLC
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Brogan Financial, Inc.
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City State Bank
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Westmount Partners, LLC
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Madison Asset Management, LLC
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Elevate Wealth Advisory, Inc
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Omega Financial Group, LLC
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Mercer Global Advisors Inc /adv
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Rockwood Wealth Management, LLC
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Northwest Capital Management Inc
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Byrne Asset Management LLC
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Union Savings Bank
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Philip James Wealth Mangement, LLC
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Princeton Capital Management Llc
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RiverFront Investment Group, LLC
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Charter Oak Capital Management, LLC
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Archetype Wealth Partners
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Johnson Investment Counsel Inc
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Ohio National Investments, Inc.
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Sax Wealth Advisors, Llc
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Alliance Wealth Advisors, LLC
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Miracle Mile Advisors, LLC
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Williams Jones Wealth Management, LLC.
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Litman Gregory Asset Management LLC
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Ashton Thomas Private Wealth, LLC
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UMA Financial Services, Inc.
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Hoxton Planning & Management, LLC
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Baker Avenue Asset Management, LP
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Strategic Equity Management
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EverSource Wealth Advisors, LLC
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Western Wealth Management, LLC
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F&V Capital Management, LLC
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Good Life Advisors, LLC
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Gradient Investments LLC
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SkyOak Wealth, LLC
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Eastern Bank
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BKM Wealth Management, LLC
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McGlone Suttner Wealth Management, Inc.
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Capital Investment Advisory Services, LLC
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NWF Advisory Services Inc.
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Chevy Chase Trust Holdings, Inc.
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Lvm Capital Management Ltd/mi
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Garrison Point Advisors, Llc
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Avaii Wealth Management, Llc
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Creative Planning
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Jump Financial, LLC
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Tiaa Trust, National Association
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Aspiriant, Llc
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Balance Wealth, LLC
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Cobblestone Capital Advisors Llc /ny/
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Perkins Coie Trust Co
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Catalyst Capital Advisors LLC
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IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
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SilverOak Wealth Management LLC
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Greenwich Wealth Management LLC
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Carnegie Capital Asset Management, LLC
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Octavia Wealth Advisors, LLC
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SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
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Citigroup Inc
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Taylor & Morgan Wealth Management, LLC
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Moloney Securities Asset Management, LLC
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Arcadia Investment Advisors Llc
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Rocky Mountain Advisers, Llc
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West Michigan Advisors, Llc
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Ritholtz Wealth Management
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Transatlantique Private Wealth Llc
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Whittier Trust Co Of Nevada Inc
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Greenup Street Wealth Management Llc
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Well Done, LLC
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Forbes J M & Co Llp
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Aprio Wealth Management, LLC
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Main Street Financial Solutions, LLC
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Coordinated Financial Services, Inc.
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Diversified Portfolios, Inc.
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Novem Group
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Aufman Associates Inc
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Prasad Wealth Partners, LLC
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CRA Financial Services, LLC
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Intrust Bank Na
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Global Retirement Partners, LLC
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SGL Investment Advisors, Inc.
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Nikulski Financial, Inc.
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OneAscent Family Office, LLC
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Aviance Capital Partners, LLC
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Caldwell Securities, Inc
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Adaptive Financial Consulting, LLC
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Norden Group Llc
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Gerber Kawasaki Wealth & Investment Management
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Philadelphia Trust Co
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Sharkey, Howes & Javer
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Keystone Wealth Services, LLC
|
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Dogwood Wealth Management LLC
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American Trust
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Greykasell Wealth Strategies, Inc.
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TABR Capital Management, LLC
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McNaughton Wealth Management, LLC
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Harbor Investment Advisory, Llc
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Stanley-Laman Group, Ltd.
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Atlanta Consulting Group Advisors, LLC
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B&l Asset Management Llc
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Brand Asset Management Group, Inc.
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Apex Wealth Management, LLC
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Proffitt & Goodson Inc
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Mendota Financial Group, LLC
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Macquarie Group Ltd
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Klingman & Associates, LLC
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Landing Point Financial Group, LLC
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GHP Investment Advisors, Inc.
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Keebeck Wealth Management, LLC
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Telos Capital Management, Inc.
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Bridgewater Advisors Inc.
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Hirtle Callaghan & Co LLC
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
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Tompkins Financial Corp
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GSG Advisors LLC
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Denver Wealth Management, Inc.
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Naviter Wealth, LLC
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Kimelman & Baird, LLC
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Grove Bank & Trust
|
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Bridge Generations Wealth Management Llc
|
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Montag A & Associates Inc
|
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Comerica Bank
|
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Beaird Harris Wealth Management, LLC
|
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Hiley Hunt Wealth Management
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Econ Financial Services Corp
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Bill Few Associates, Inc.
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Fortune Financial Advisors, LLC
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Harel Insurance Investments & Financial Services Ltd.
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Pinnacle Wealth Management Group, Inc.
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Equitable Trust Co
|
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WealthPlan Investment Management, LLC
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Nicolet Bankshares Inc
|
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Madrona Financial Services, LLC
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Briaud Financial Planning, Inc
|
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Narwhal Capital Management
|
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Professional Advisory Services Inc
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Palisade Asset Management, LLC
|
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Hughes Financial Services, LLC
|
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Iowa State Bank
|
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Fusion Family Wealth LLC
|
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Lcnb Corp
|
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Napatree Capital Llc
|
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Missouri Trust & Investment Co
|
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Weatherly Asset Management L. P.
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Bogart Wealth, LLC
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Forum Private Client Group LLC
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Hopwood Financial Services, Inc.
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Bull Street Advisors, LLC
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Axim Planning & Wealth
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Donaldson Capital Management, Llc
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Retirement Income Solutions, Inc
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Chapin Davis, Inc.
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Pioneer Trust Bank N A/or
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SG Americas Securities, LLC
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Syntegra Private Wealth Group, LLC
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Fca Corp /tx
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Horan Capital Advisors, LLC.
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Spirepoint Private Client, Llc
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Heritage Family Offices, LLP
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Tortoise Investment Management, LLC
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Ballentine Partners, LLC
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GM Advisory Group, Inc.
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Merkkuri Wealth Advisors LLC
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Cornerstone Planning Group LLC
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Aurora Private Wealth, Inc.
|
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|
City National Bank Of Florida /msd
|
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Graybill Bartz & Assoc Ltd
|
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|
Cvfg Llc
|
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Capital Planning LLC
|
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|
Sage Capital Management, LLC
|
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Van Cleef Asset Management,Inc
|
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United Advisor Group, LLC
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Orrstown Financial Services Inc
|
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U.S. Capital Wealth Advisors, LLC
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VSM Wealth Advisory, LLC
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Astoria Strategic Wealth, Inc.
|
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Squarepoint Ops LLC
|
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Piscataqua Savings Bank
|
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|
Wsfs Capital Management, Llc
|
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|
Stonebridge Financial Group, LLC
|
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Lutz Financial Services LLC
|
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North Star Investment Management Corp.
|
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Values Added Financial LLC
|
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Cary Street Partners Financial Llc
|
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TD Capital Management LLC
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Financial Council Asset Management Inc
|
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Strategic Financial Partners, Ltd.
|
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|
Courage Miller Partners, LLC
|
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Cherrydale Wealth Management, Llc
|
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|
James J. Burns & Company, LLC
|
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|
|
|
|
Spire Wealth Management
|
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|
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|
Parallel Advisors, LLC
|
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|
|
|
|
Lido Advisors, LLC
|
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|
Exchange Traded Concepts, Llc
|
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Allegheny Financial Group LTD
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Great Diamond Partners, LLC
|
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SRS Capital Advisors, Inc.
|
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|
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|
United Bank
|
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|
|
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Navigoe, LLC
|
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|
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|
Tru Independence Asset Management 2, Llc
|
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|
Register Financial Advisors LLC
|
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|
Kilter Group LLC
|
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|
|
|
Swp Financial Llc
|
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|
|
|
Chicago Capital, LLC
|
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Sterling Investment Counsel, LLC
|
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WFA of San Diego, LLC
|
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|
Beaton Management Co. Inc.
|
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|
|
|
Hanson & Doremus Investment Management
|
|
|
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Von Berge Wealth Management Group, LLC
|
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|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
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Bleakley Financial Group, LLC
|
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CX Institutional
|
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|
Chandler Asset Management, Inc.
|
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Birchcreek Wealth Management, LLC
|
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National Asset Management, Inc.
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Norris Perne & French Llp/mi
|
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Voisard Asset Management Group, Inc.
|
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|
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Roble, Belko & Company, Inc
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Lewis Asset Management, LLC
|
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Birchbrook, Inc.
|
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|
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|
|
Marshall Financial Group LLC
|
|
|
|
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|
Jones Financial Companies Lllp
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
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|
Integrated Wealth Concepts LLC
|
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|
|
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|
Balentine LLC
|
|
|
|
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|
Keystone Financial Group, Inc.
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
|
|
|
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|
South Plains Financial, Inc.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
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|
|
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|
North Star Asset Management Inc
|
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|
TD Waterhouse Canada Inc.
|
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|
Coyle Financial Counsel LLC
|
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|
Essex Financial Services, Inc.
|
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|
Taylor Financial Group, Inc.
|
|
|
|
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|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
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|
Financial Futures Ltd Liability Co.
|
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|
Prosperity Consulting Group, LLC
|
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|
Edgemoor Investment Advisors, Inc.
|
|
|
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|
Meridian Financial Partners LLC
|
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|
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|
American National Bank
|
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|
Grimes & Company, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
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|
Elgethun Capital Management
|
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|
Whitcomb & Hess, Inc.
|
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|
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|
Pinnacle Family Advisors, LLC
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
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|
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|
Tower View Investment Management & Research LLC
|
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|
Pandora Wealth, Inc.
|
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|
NFP Retirement, Inc.
|
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|
Partners in Financial Planning
|
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|
Ally Invest Advisors Inc.
|
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|
Swf Llc
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Ronald Blue Trust, Inc.
|
|
|
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|
WNY Asset Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Prime Buchholz LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Platt Investment Counsel, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
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|
Jpmorgan Chase & Co
|
|
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|
Mv Capital Management, Inc.
|
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|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
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|
PFS Partners, LLC
|
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|
YHB Investment Advisors, Inc.
|
|
|
|
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|
Asset Management Group, Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Moller Financial Services
|
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|
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|
Revolve Wealth Partners, LLC
|
|
|
|
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|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
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|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
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|
Grove Street Fiduciary, LLC
|
|
|
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|
Headinvest, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Mason Street Advisors, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
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|
Mitchell Capital Management Co
|
|
|
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|
Nova Wealth Management, Inc.
|
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|
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|
Barnes Wealth Management Group, Inc
|
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|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
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|
London Co Of Virginia
|
|
|
|
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|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Dohj, Llc
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Connors Investor Services Inc
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|
Vision Capital Management, Inc.
|
|
|
|
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|
Berger Financial Group, Inc
|
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|
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|
Prudential Financial Inc
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
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|
|
|
Bradley Foster & Sargent Inc/ct
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Nemes Rush Group LLC
|
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Qrg Capital Management, Inc.
|
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|
SP Asset Management LLC
|
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Sandbox Financial Partners, LLC
|
|
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|
|
AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
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Alpha Omega Wealth Management LLC
|
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|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
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|
|
O'shaughnessy Asset Management, Llc
|
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Eq Wealth Advisors, Llc
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JSF Financial, LLC
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Principal Financial Group Inc
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Howe & Rusling Inc
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Smith Anglin Financial, LLC
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Sonata Capital Group Inc
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Mine & Arao Wealth Creation & Management, LLC.
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Avalon Trust Co
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Td Asset Management Inc
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Kestra Investment Management, LLC
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
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Smith, Moore & Co.
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Wela Strategies, Inc.
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Simplicity Wealth,LLC
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Signature Resources Capital Management, LLC
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ISOLX - Voya Separate Portfolios Trust - Voya Target In-Retirement Fund Class I
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Old Port Advisors
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Retirement Planning Co of New England, Inc.
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Mmbg Investment Advisors Co.
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Sfm, Llc
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Savant Capital, LLC
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Voya Financial Advisors, Inc.
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SYM FINANCIAL Corp
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Cambridge Capital Management, Llc
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Natixis Advisors, L.p.
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SOL Capital Management CO
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Kathleen S. Wright Associates Inc.
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Ehrlich Financial Group
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J.Safra Asset Management Corp
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Cape Ann Savings Bank
|
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WP Advisors, LLC
|
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Barr E S & Co
|
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Evermay Wealth Management Llc
|
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Allstate Corp
|
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Royal Bank Of Canada
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Mount Yale Investment Advisors, LLC
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Grant Street Asset Management, Inc.
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Diversified Enterprises, LLC
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MTC Wealth Management LLC
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JDM Financial Group LLC
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First Commonwealth Financial Corp /pa/
|
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Mkd Wealth Coaches, Llc
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HighMark Wealth Management LLC
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Koesten, Hirschmann & Crabtree, INC.
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West Paces Advisors Inc.
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REAP Financial Group, LLC
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Wealth Enhancement Advisory Services, Llc
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Shufro Rose & Co Llc
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Basso Capital Management, L.p.
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Crewe Advisors LLC
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Strategic Blueprint, LLC
|
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
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Encompass Wealth Advisors, Llc
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Rodgers & Associates, LTD
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Anchor Investment Management, LLC
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Barrett & Company, Inc.
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Enterprise Bank & Trust Co
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Resources Investment Advisors, LLC.
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Invenio Wealth Partners Llc
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Sterling Wealth Management, Inc.
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Syon Capital Llc
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Annex Advisory Services, LLC
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Kera Capital Partners, Inc.
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Tilia Fiduciary Partners, Inc.
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Wingate Wealth Advisors, Inc.
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Assetmark, Inc
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Aristotle Capital Boston, LLC
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Private Wealth Asset Management, LLC
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Drexel Morgan & Co.
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Us Bancorp \de\
|
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Fulton Bank, N.a.
|
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|
Barclays Plc
|
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Arq Wealth Advisors, Llc
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Wealth Preservation Advisors, LLC
|
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Brooklyn FI, LLC
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First Financial Corp /in/
|
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Hudock, Inc.
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|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
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Middleton & Co Inc/ma
|
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|
Keystone Financial Group
|
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|
BlueStem Wealth Partners, LLC
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W Advisors, Llc
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PMV Capital Advisers, LLC
|
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Aegis Wealth Management LLC
|
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|
Ogorek Anthony Joseph /ny/ /adv
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Td Private Client Wealth Llc
|
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Ellsworth Advisors, LLC
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Resonant Capital Advisors, LLC
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Leavell Investment Management, Inc.
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Conning Inc.
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DecisionMap Wealth Management, LLC
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Pitcairn Co
|
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|
|
|
International Private Wealth Advisors LLC
|
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|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Essex Savings Bank
|
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|
Oldfather Financial Services, LLC
|
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|
|
|
Beacon Pointe Advisors, LLC
|
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|
Focused Wealth Management, Inc
|
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Crews Bank & Trust
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Innealta Capital, Llc
|
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Delta Financial Group, Inc.
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Richard W. Paul & Associates, LLC
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CBIZ Investment Advisory Services, LLC
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|
Clune & Associates, Ltd.
|
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|
WPWealth LLP
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Quotient Wealth Partners, LLC
|
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|
|
Duncan Williams Asset Management, LLC
|
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|
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|
John W. Brooker & Co., CPAs
|
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|
|
|
|
Sather Financial Group Inc
|
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|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Epiq Partners, Llc
|
|
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|
|
|
Bartlett & Co. Wealth Management Llc
|
|
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|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
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|
|
|
|
Robertson Stephens Wealth Management, LLC
|
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|
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Vista Private Wealth Partners. LLC
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Cherry Tree Wealth Management, LLC
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Gleason Group, Inc.
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Bay Capital Advisors, LLC
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Dale Q Rice Investment Management Ltd
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DecisionPoint Financial, LLC
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Shakespeare Wealth Management, Inc.
|
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|
Synovus Financial Corp
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|
EPG Wealth Management LLC
|
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|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
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|
|
|
|
Matrix Private Capital Group Llc
|
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|
|
Total Investment Management Inc
|
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|
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|
|
Larson Financial Group LLC
|
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|
|
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|
Family Office Research LLC
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|
Hibernia Wealth Partners, LLC
|
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|
|
|
|
Cresset Asset Management, LLC
|
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|
|
|
Municipal Employees' Retirement System of Michigan
|
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|
|
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|
Legal & General Group Plc
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|
Price T Rowe Associates Inc /md/
|
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|
|
|
|
VRSAX - Voya Separate Portfolios Trust - Voya Target Retirement 2060 Fund Class I
|
|
|
|
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|
Apexium Financial, Lp
|
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|
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|
Clarendon Private LLC
|
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|
Invesco Ltd.
|
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|
Cora Capital Advisors Llc
|
|
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|
Tepp RIA, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
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|
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|
LRI Investments, LLC
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|
Motco
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EP Wealth Advisors, Inc.
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|
4Thought Financial Group Inc.
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Instrumental Wealth, Llc
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Sterling Investment Advisors Llc /adv
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Latko Wealth Management, Ltd.
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|
Wealth Management Associates, Inc.
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Steel Peak Wealth Management LLC
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Clark Capital Management Group, Inc.
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|
|
|
M&t Bank Corp
|
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Peoples Bank /oh
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|
Westwood Holdings Group Inc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
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|
|
|
|
Thompson Siegel & Walmsley Llc
|
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|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
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|
Colonial Trust Co / SC
|
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|
Petros Family Wealth, LLC
|
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|
Pacifica Partners Inc.
|
|
|
|
|
|
Alliance Wealth Management Group
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Foster Victor Wealth Advisors, LLC
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Beese Fulmer Investment Management, Inc.
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Colorado Capital Management, Inc.
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Coastal Investment Advisors, Inc.
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Cim Investment Mangement Inc
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Dixon Mitchell Investment Counsel Inc.
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|
Fifth Third Securities, Inc.
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|
Oppenheimer & Co Inc
|
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|
Massmutual Trust Co Fsb/adv
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|
|
|
|
Clg Llc
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|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
|
|
|
Independent Family Office, LLC
|
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|
|
|
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Lifeworks Advisors, LLC
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Gilman Hill Asset Management, LLC
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Chatham Capital Group, Inc.
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Watchman Group, Inc.
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Financial Insights, Inc.
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Brighton Jones Llc
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Rogco, Lp
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Magnolia Capital Advisors Llc
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Sanibel Captiva Trust Company, Inc.
|
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|
|
|
|
Gerber, Llc
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|
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|
Black Diamond Financial, LLC
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|
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|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
GAMMA Investing LLC
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|
Spirit Of America Management Corp/ny
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|
Abacus Planning Group, Inc.
|
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|
|
|
PFG Investments, LLC
|
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|
|
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|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
MY Wealth Management Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Single Point Partners, LLC
|
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|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
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|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Simmons Bank
|
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|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Alaska Permanent Capital Management
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Detalus Advisors, LLC
|
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|
|
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|
Zhang Financial LLC
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|
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|
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|
Advance Capital Management, Inc.
|
|
|
|
|
|
Providence Capital Advisors, LLC
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|
Cutler Investment Counsel Llc
|
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|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MML Series Investment Fund II - MML Blend Fund Initial Class
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Auxano Advisors, LLC
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Brown, Lisle/cummings, Inc.
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Rock Point Advisors, LLC
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Arlington Trust Co LLC
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TCG Advisory Services, LLC
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ACALX - NEIMAN FUNDS - Advisors Capital Active All Cap Fund
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Facet Wealth, Inc.
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Pensionmark Financial Group, Llc
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Mcrae Capital Management Inc
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MBL Wealth, LLC
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Eley Financial Management, Inc
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BTC Capital Management, Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
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RWM Asset Management, LLC
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Prudent Man Investment Management, Inc.
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Ausdal Financial Partners, Inc.
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Thompson Investment Management, Inc.
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PCA Investment Advisory Services Inc.
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Paulson Wealth Management Inc.
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Midwest Capital Advisors, LLC
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Legacy Private Trust Co.
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Planning Alternatives Ltd /adv
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Aaron Wealth Advisors LLC
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Hartland & Co., LLC
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West Oak Capital, LLC
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Seven Mile Advisory
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Asset Allocation Strategies LLC
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Elk River Wealth Management, LLC
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Traynor Capital Management, Inc.
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One Capital Management, LLC
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Alesco Advisors Llc
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Pennsylvania Capital Management Inc /adv
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May Barnhard Investments LLC
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Concurrent Investment Advisors, LLC
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Financial Advocates Investment Management
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Salomon & Ludwin, LLC
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Golden State Equity Partners
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Wiley Bros.-aintree Capital, Llc
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Madison Wealth Partners, Inc
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Choate Investment Advisors
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Elyxium Wealth, LLC
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Great Valley Advisor Group, Inc.
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Dimension Capital Management Llc
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Sage Mountain Advisors LLC
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Vantage Point Financial LLC
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BCS Private Wealth Management, Inc.
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Ccg Wealth Management, Llc
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SJS Investment Consulting Inc.
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Maple Capital Management, Inc.
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Aft, Forsyth & Company, Inc.
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Sachetta, LLC
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Forefront Wealth Partners, LLC
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Atlas Private Wealth Advisors
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Harbor Advisory Corp /ma/
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Traub Capital Management LLC
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Tme Financial, Inc.
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Cambridge Advisors Inc.
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Jentner Corp
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Glass Jacobson Investment Advisors llc
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Cannon Wealth Management Services, LLC
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VestGen Advisors, LLC
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Roman Butler Fullerton & Co
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Kfg Wealth Management, Llc
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Northern Oak Wealth Management Inc
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Hollencrest Capital Management
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Coston, McIsaac & Partners
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Mutual Advisors, LLC
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FRG Family Wealth Advisors LLC
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GenWealth Group, Inc.
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Pinnacle Wealth Planning Services, Inc.
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Claro Advisors LLC
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Riverpoint Wealth Management Holdings, LLC
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Better Money Decisions, LLC
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Ti-trust, Inc
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MGO Private Wealth, LLC
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May Hill Capital, LLC
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Whittier Trust Co
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Tudor Financial Inc.
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CENTRAL TRUST Co
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Goelzer Investment Management, Inc.
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Gwn Securities Inc.
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JB Capital LLC
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MWA Asset Management
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IFP Advisors, Inc
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Emerald Investment Partners, Llc
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Wolf Group Capital Advisors
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Root Financial Partners, LLC
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Brookstone Capital Management
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Prosperity Planning, Inc.
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Bridges Investment Management Inc
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Obermeyer Wood Investment Counsel, Lllp
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Cranbrook Wealth Management, LLC
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Xponance, Inc.
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King Wealth
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Compass Financial Services Inc
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Susquehanna International Group, Llp
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Graypoint LLC
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4wealth Advisors, Inc.
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Steward Partners Investment Advisory, Llc
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Aptus Capital Advisors, LLC
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Wealthspire Advisors, LLC
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First Financial Bankshares Inc
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Financial Symmetry Inc
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
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Presper Financial Architects, LLC
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Armbruster Capital Management, Inc.
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CIBC Private Wealth Group, LLC
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United Capital Financial Advisers, Llc
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Zions Bancorporation, National Association /ut/
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Cornerstone Wealth Management, LLC
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Ignite Planners, LLC
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Opinicus Capital, Inc.
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Braun-Bostich & Associates Inc.
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AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
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Principal Securities, Inc.
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Gratus Wealth Advisors, LLC
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Oxinas Partners Wealth Management LLC
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Bedel Financial Consulting, Inc.
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Ckw Financial Group
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Vermillion Wealth Management, Inc.
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Nwam Llc
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MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
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Crew Capital Management, Ltd.
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Ashford Advisors, LLC
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Stephens Consulting, LLC
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TFC Financial Management
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Fi3 FINANCIAL ADVISORS, LLC
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Lowe Brockenbrough & Co Inc
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Ironwood Wealth Management, LLC.
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Occidental Asset Management, LLC
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Wedmont Private Capital
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APCM Wealth Management for Individuals
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Wick Capital Partners, LLC
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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Dodds Wealth, LLC
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Foundations Investment Advisors, LLC
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Clean Yield Group
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Hsbc Holdings Plc
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ETF Store, Inc.
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Acorn Wealth Advisors, LLC
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New Millennium Group LLC
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Starboard Value LP
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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Sagespring Wealth Partners, Llc
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Paladin Advisory Group, LLC
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Beacon Capital Management, LLC
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Hurley Capital, LLC
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River Street Advisors LLC
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Heck Capital Advisors, LLC
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Founders Financial Alliance, LLC
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Ballew Advisors, Inc
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Golden State Wealth Management, LLC
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M3 Advisory Group, LLC
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Strata Wealth Advisors, LLC
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Biltmore Family Office, LLC
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Ascent Wealth Partners, LLC
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Glenview Trust Co
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Thomasville National Bank
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Heritage Investors Management Corp
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Bernardo Wealth Planning LLC
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Key FInancial Inc
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Colonial River Wealth Management, LLC
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Nicholas Hoffman & Company, LLC.
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Market Street Wealth Management Advisors Llc
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West Wealth Group, LLC
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Canopy Partners, LLC
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American Century Companies Inc
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Dynamic Advisor Solutions LLC
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Richwood Investment Advisors, LLC
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Strategic Investment Solutions, Inc. /IL
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Darden Wealth Group Inc
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Cerity Partners LLC
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Coastwise Capital Group, LLC
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Wealth Effects Llc
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Asset Allocation & Management Company, LLC
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Exchange Capital Management, Inc.
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IMA Wealth, Inc.
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Cahill Financial Advisors Inc
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Security National Bank
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Bernard Wealth Management Corp.
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Guardian Wealth Advisors, LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Forthright Family Wealth Advisory LLC
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TruNorth Capital Management, LLC
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Frazier Financial Advisors, LLC
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Roger Wittlin Investment Advisory, LLC
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General Partner, Inc.
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Rice Partnership, LLC
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Legacy Financial Group LLC
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LeConte Wealth Management, LLC
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HFR Wealth Management, LLC
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Joel Isaacson & Co., LLC
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Fort Washington Investment Advisors Inc /oh/
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Ullmann Financial Group, Inc.
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Perigon Wealth Management, LLC
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Avondale Wealth Management
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Schneider Downs Wealth Management Advisors, LP
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Finley Financial, LLC
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Signature Securities Group Corporation
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Smith Thornton Advisors LLC
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Y.D. More Investments Ltd
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Beacon Investment Advisory Services, Inc.
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Wetherby Asset Management Inc
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Capital Asset Advisory Services LLC
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Bluestem Financial Advisors, Llc
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Jane Street Group, Llc
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FineMark National Bank & Trust
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Jacobi Capital Management LLC
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Gainplan LLC
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Fairman Group, LLC
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Investment Management Corp /va/ /adv
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Dagco, Inc.
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RTD Financial Advisors, Inc.
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Relyea Zuckerberg Hanson LLC
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Spectrum Wealth Counsel, LLC
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Copia Wealth Management
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GoalVest Advisory LLC
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Hills Bank & Trust Co
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Pacific Point Advisors, LLC
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Options Solutions, Llc
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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Demars Financial Group, LLC
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J. W. Coons Advisors, LLC
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Matthew Goff Investment Advisor, LLC
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Howard Wealth Management, Llc
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Melfa Wealth Management, Llc
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LTG Capital LLC
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Stephenson & Company, Inc.
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Proactive Wealth Strategies LLC
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Coastal Bridge Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Nixon Peabody Trust Co
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Triangle Securities Wealth Management
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Parkworth Wealth Management, Inc.
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Advisors Capital Management, LLC
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Graves-Light Private Wealth Management, Inc.
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BRYN MAWR TRUST Co
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GWM Advisors LLC
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St. Clair Advisors, LLC
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Edmond De Rothschild Holding S.a.
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StoneX Group Inc.
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Shira Ridge Wealth Management
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Successful Portfolios LLC
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Ancora Advisors, LLC
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AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
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Checchi Capital Advisers, LLC
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Icon Wealth Advisors, LLC
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Exchange Bank
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Three Seasons Wealth, LLC
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|
Bremer Bank National Association
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Cetera Trust Company, N.A
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Mullooly Asset Management, Inc.
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Midwest Professional Planners, LTD.
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Allspring Global Investments Holdings, LLC
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Stonegate Investment Group, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Synergy Investment Management, LLC
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Farther Finance Advisors, LLC
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Rebalance, Llc
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JPL Wealth Management, LLC
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Forum Financial Management, LP
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Red Cedar Investment Management, Llc
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IRSPX - Voya Separate Portfolios Trust - Voya Target Retirement 2045 Fund Class I
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InvesTrust
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Kavar Capital Partners Group, Llc
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IMS Capital Management
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Wolff Wiese Magana Llc
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Fosun International Ltd
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Gen-Wealth Partners Inc
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IronBridge Private Wealth, LLC
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Apella Capital, LLC
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Old Second National Bank Of Aurora
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Arrowroot Family Office, LLC
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Northeast Investment Management
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Gw Henssler & Associates Ltd
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Souders Financial Advisors
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Sand Hill Global Advisors, LLC
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Farmers Trust Co
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Stifel Financial Corp
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William Howard & Co Financial Advisors Inc
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Silvia Mccoll Wealth Management, Llc
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Smallwood Wealth Investment Management, LLC
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Ameriflex Group, Inc.
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Client 1st Advisory Group, Llc
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Redhawk Wealth Advisors, Inc.
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Private Wealth Partners, LLC
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Peachtree Investment Partners, LLC
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Abundance Wealth Counselors
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Lee Financial Co
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Huntleigh Advisors, Inc.
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Safeguard Financial, LLC
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Financial Perspectives, Inc
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Atlantic Edge Private Wealth Management, LLC
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Symmetry Partners, LLC
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Cascade Financial Partners, LLC
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Financial Life Planners
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Cozad Asset Management Inc
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Fiduciary Group LLC
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MetLife Investment Management, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Washington Trust Advisors, Inc.
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Olistico Wealth, LLC
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TrueWealth Advisors, LLC
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Meeder Advisory Services, Inc.
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Putnam Fl Investment Management Co
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Willner & Heller, Llc
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Tranquility Partners, LLC
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Lpwm Llc
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Pinnacle Financial Group, LLC / IL
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Partnership Wealth Management, LLC
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Full Sail Capital, LLC
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Tripletail Wealth Management, LLC
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Heritage Trust Co
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S.E.E.D. Planning Group LLC
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Portland Global Advisors LLC
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BTG Pactual Asset Management US LLC
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Mill Creek Capital Advisors, LLC
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United Community Bank
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Maia Wealth LLC
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Trust Point Inc.
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Newport Capital Group, LLC
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Goldman Sachs Group Inc
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Cape Cod Five Cents Savings Bank
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Halbert Hargrove Global Advisors, Llc
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Burkett Financial Services, Llc
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Haverford Financial Services, Inc.
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Financial Guidance Group, Inc.
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Operose Advisors LLC
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Pettyjohn, Wood & White, Inc
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Advisory Services Network, LLC
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Arrow Financial Corp
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Crestmont Private Wealth LLC
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Intrua Financial, LLC
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Citizens Financial Group Inc/ri
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Quantinno Capital Management LP
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Flaharty Asset Management, LLC
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Chicago Partners Investment Group LLC
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Slagle Financial, LLC
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City Holding Co
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New Century Financial Group, LLC
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Austin Private Wealth, LLC
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Hoese & Co LLP
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AlphaStar Capital Management, LLC
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Forte Asset Management Llc
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Phillips Financial Management, Llc
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Variant Private Wealth, LLC
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Tufton Capital Management
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Segall Bryant & Hamill, Llc
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American Capital Advisory, LLC
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Avidian Wealth Solutions, LLC
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Hohimer Wealth Management, Llc
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Mather Group, Llc.
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LPF Advisors LLC
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B&D White Capital Company, LLC
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Alhambra Investment Partners LLC
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Lake Street Financial Llc
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Capital Insight Partners, Llc
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Forte Capital Llc /adv
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Wealth Dimensions Group, Ltd.
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Aries Wealth Management
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Mcdaniel Terry & Co
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Cary Street Partner Investment Advisory Llc
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Capital Wealth Management, Llc
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Shoker Investment Counsel, Inc.
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Nadler Financial Group, Inc.
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Morling Financial Advisors, LLC
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Wealthcare Advisory Partners LLC
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AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
|
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Veracity Capital LLC
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Greenfield Savings Bank
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Andrews, Lucia Wealth Management Llc
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Eq Llc
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Accredited Wealth Management, LLC
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Connecticut Wealth Management, LLC
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Transform Wealth, LLC
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Clare Market Investments LLC
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Maltin Wealth Management, Inc.
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Gts Securities Llc
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MGB Wealth Management, LLC
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Inman Jager Wealth Management, LLC
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Wrapmanager Inc
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Mark Sheptoff Financial Planning, Llc
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Kooman & Associates
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Paradigm, Strategies in Wealth Management, LLC
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Calton & Associates, Inc.
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SPC Financial, Inc.
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Quadrant Capital Group Llc
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Johnson Financial Group, Inc.
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Arbor Trust Wealth Advisors, Llc
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ADG Wealth Management Group, LLC
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Hall Capital Management Co Inc
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|
Dynamic Wealth Strategies, LLC
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LongView Wealth Management
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Mascoma Wealth Management LLC
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|
Evensky & Katz LLC
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Associated Banc-corp
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Pine Ridge Advisers LLC
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|
DT Investment Partners, LLC
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Matrix Asset Advisors Inc/ny
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Meridian Management Co
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Fortis Capital Advisors, LLC
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Fortress Wealth Group, LLC
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Bryant Woods Investment Advisors, LLC
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|
Moss Adams Wealth Advisors LLC
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|
Alexander Randolph Advisory Inc
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Brightwater Advisory LLC
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Summit Trail Advisors, Llc
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Fwl Investment Management, Llc
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Mml Investors Services, Llc
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Curio Wealth, Llc
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Wood Tarver Financial Group, LLC
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Westside Investment Management, Inc.
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|
Wealthquest Corp
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|
Bank of New Hampshire
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|
RVW Wealth, LLC
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Somerset Trust Co
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Ameritas Advisory Services, LLC
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Legacy Financial Group, Inc.
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Private Advisory Group LLC
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Lazard Asset Management Llc
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Kovitz Investment Group Partners, LLC
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Belpointe Asset Management LLC
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Northeast Financial Consultants Inc
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|
Morton Capital Management LLC/CA
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JustInvest LLC
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|
Mariner, LLC
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State Street Corp
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|
Okabena Investment Services Inc
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|
Millennium Management Llc
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Graney & King, LLC
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|
Bank of Jackson Hole Trust
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|
Courier Capital Llc
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|
Thrivent Financial For Lutherans
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|
Sweeney & Michel, Llc
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|
Montz Harcus Wealth Management LLC
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Bfsg, Llc
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Optimum Investment Advisors
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Southeast Asset Advisors Inc.
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LPL Financial LLC
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J.w. Cole Advisors, Inc.
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Sunpointe, LLC
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Clearwater Capital Advisors, LLC
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Horan Securities, Inc.
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Pure Financial Advisors, Inc.
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Bessemer Group Inc
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Cape Investment Advisory, Inc.
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Lyell Wealth Management, Lp
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Financial Strategies Group, Inc.
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|
Exencial Wealth Advisors, Llc
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Avion Wealth
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|
|
Wincap Financial Llc
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|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Bank Of Hawaii
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|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
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|
CI Private Wealth, LLC
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Mutual Of America Capital Management Llc
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Integral Investment Advisors, Inc.
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|
Peterson Wealth Services
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Augustine Asset Management Inc
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|
Country Club Bank /gfn
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|
|
|
|
|
Covenant Partners, LLC
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|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
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|
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|
Burney Co/
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|
Diversify Advisory Services, LLC
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|
Amara Financial, Llc.
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|
Potomac Fund Management Inc /adv
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|
Advisor OS, LLC
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|
Shelton Wealth Management, Llc
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|
Antonelli Financial Advisors, LLC
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|
Betterment LLC
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|
Vise Technologies, Inc.
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|
Provenance Wealth Advisors, LLC
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|
Vanguard Group Inc
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|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
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|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
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|
Titleist Asset Management, Llc
|
|
|
|
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|
Fidelis Capital Partners, LLC
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|
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|
NAN FUNG TRINITY (HK) Ltd
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|
|
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|
Tower Research Capital LLC (TRC)
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|
WPG Advisers, LLC
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|
Tower Wealth Partners, Inc.
|
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|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
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|
MainStreet Investment Advisors LLC
|
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|
|
|
|
BEAM Asset Management, LLC
|
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|
|
|
|
Wescott Financial Advisory Group, LLC
|
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|
|
|
|
Quartz Partners, LLC
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|
|
|
Private Capital Management, LLC
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|
CoreCap Advisors, LLC
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|
CJM Wealth Advisers, Ltd.
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|
Sofos Investments, Inc.
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|
Hicks Capital Management Llc
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|
Wealthspan Partners, Llc
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|
Gilbert & Cook, Inc.
|
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|
NewSquare Capital LLC
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|
Quattro Financial Advisors Llc
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|
Wolverine Trading, Llc
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|
Cornerstone Advisors Asset Management, Inc
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|
Strategic Wealth Partners, Ltd.
|
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|
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|
IRSQX - Voya Separate Portfolios Trust - Voya Target Retirement 2050 Fund Class I
|
|
|
|
|
|
Ballast Advisors Llc
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|
Clearbridge Investments, LLC
|
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|
Kozak & Associates, Inc.
|
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|
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|
AllSquare Wealth Management LLC
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|
Lbmc Investment Advisors, Llc
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|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Awm Capital, Llc
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|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Wealth Alliance
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|
|
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|
Advantage Trust Co
|
|
|
|
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|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Fiera Capital Corp
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|
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|
Transcend Wealth Collective, Llc
|
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|
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|
Gables Capital Management Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
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|
Adirondack Trust Co
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Eukles Asset Management
|
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|
|
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|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
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|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
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|
Atlantic Trust, LLC
|
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|
BOK Financial Private Wealth, Inc.
|
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|
|
|
|
Primoris Wealth Advisors, Llc
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
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|
|
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|
Alerus Financial Na
|
|
|
|
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|
Ntv Asset Management Llc
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|
Evanson Asset Management, LLC
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|
Hazlett, Burt & Watson, Inc.
|
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|
One Wealth Management Investment & Advisory Services, LLC
|
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|
Coldstream Capital Management Inc
|
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|
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|
Clifford Swan Investment Counsel Llc
|
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|
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|
Lincoln Capital LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
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|
Rossby Financial, LCC
|
|
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|
Greenwood Capital Associates Llc
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|
Beacon Financial Advisory LLC
|
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|
West Financial Advisors, LLC
|
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|
Smithfield Trust Co
|
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|
Magnolia Capital Management Ltd
|
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|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
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|
AA Financial Advisors, LLC
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|
Regions Financial Corp
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|
Mystic Asset Management, Inc.
|
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|
Delta Financial Advisors Llc
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|
Modera Wealth Management, LLC
|
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|
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|
Arcus Capital Partners, LLC
|
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|
|
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|
Cahill Wealth Management, LLC
|
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|
Bellevue Asset Management, Llc
|
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|
Legacy Wealth Management, Inc
|
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|
Continental Investors Services, Inc.
|
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|
Capital Group Private Client Services, Inc.
|
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|
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|
Everpar Advisors Llc
|
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|
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|
RMR Wealth Builders
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
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|
Grant/GrossMendelsohn, LLC
|
|
|
|
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|
CapWealth Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
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MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
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Waldron Private Wealth LLC
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Jaffetilchin Investment Partners, LLC
|
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|
Game Plan Financial Advisors, LLC
|
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Kennebec Savings Bank
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Kings Path Partners LLC
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Evergreen Capital Management Llc
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Mitchell Sinkler & Starr/pa
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
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Quadcap Wealth Management, LLC
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St Germain D J Co Inc
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Legacy Solutions, Llc
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Evolution Advisers, Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Conservest Capital Advisors, Inc.
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Continuum Wealth Advisors, Llc
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Tsfg, Llc
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BridgePort Financial Solutions, LLC
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Serenus Wealth Advisors, LLC
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Concord Wealth Partners
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SMART Wealth LLC
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Commonwealth Retirement Investments LLC
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Ironwood Financial, llc
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Fogel Capital Management, Inc.
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Pathstone Holdings, LLC
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Nicolet Advisory Services, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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Linscomb & Williams, Inc.
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Bragg Financial Advisors, Inc
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New Hampshire Trust
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Guardian Asset Advisors, LLC
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Voya Investment Management Llc
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Financial Synergies Wealth Advisors, Inc.
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|
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Federation des caisses Desjardins du Quebec
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Integrated Advisors Network LLC
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Sage Financial Management Group, Inc.
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Anb Bank
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BOS Asset Management, LLC
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Keener Financial Planning LLC
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Clear Point Advisors Inc.
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Per Stirling Capital Management, LLC.
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Advyzon Investment Management, LLC
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Level Four Advisory Services, Llc
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Gould Capital, LLC
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Clarius Group, LLC
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Johnson Bixby & Associates, LLC
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Empowered Funds, LLC
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Citizens Business Bank
|
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Smith, Salley & Associates
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First National Corp /ma/ /adv
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Envestnet Portfolio Solutions, Inc.
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Magnolia Private Wealth, LLC
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21 West Wealth Management LLC
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|
Fulton Breakefield Broenniman Llc
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Muirfield Wealth Advisors Llc
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Jamison Private Wealth Management, Inc.
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Alexis Investment Partners, LLC
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Insigneo Advisory Services, Llc
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|
Huntington National Bank
|
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|
Fortress Financial Group, Llc
|
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|
Creative Capital Management Investments LLC
|
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First Foundation Advisors
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Weaver Consulting Group
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Rise Advisors, LLC
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Granite Investment Partners, LLC
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LM Advisors LLC
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Harmony Asset Management Llc
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|
Benchmark Financial Wealth Advisors, LLC
|
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|
Texas Capital Bancshares Inc/tx
|
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|
Glenmede Trust Co Na
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|
Ameriprise Financial Inc
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|
Nordwand Advisors, LLC
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Angeles Wealth Management, Llc
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Argent Advisors, Inc.
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Acas, Llc
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ProVise Management Group, LLC
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|
Precedent Wealth Partners, Llc
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WFA Asset Management Corp
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|
Cfm Wealth Partners Llc
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Painted Porch Advisors LLC
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SFG Wealth Management, LLC.
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Lam Group, Inc.
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Rothschild Investment Llc
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Grey Fox Wealth Advisors, LLC
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|
HHM Wealth Advisors, LLC
|
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|
Atlas Legacy Advisors, LLC
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Rollins Financial Advisors, LLC
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|
Brass Tax Wealth Management, Inc
|
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|
BCS Wealth Management
|
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|
Park Place Capital Corp
|
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|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
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|
|
|
|
BSW Wealth Partners
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Kirtland Hills Capital Management, Llc
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Kelman-Lazarov, Inc.
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Penney Financial, LLC
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Bank OZK
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|
Sigma Planning Corp
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|
Alpha Cubed Investments, LLC
|
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|
Godsey & Gibb Associates
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|
High Falls Advisors, Inc
|
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|
Creative Financial Designs Inc /adv
|
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Winthrop Advisory Group LLC
|
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|
Jackson Hole Capital Partners, LLC
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|
Armis Advisers, LLC
|
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|
Atwood & Palmer Inc
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Haverford Trust Co
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Bridgewealth Advisory Group, LLC
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Vestmark Advisory Solutions, Inc.
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|
Empirical Asset Management, LLC
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Venture Visionary Partners LLC
|
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EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
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|
Riggs Asset Managment Co. Inc.
|
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|
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|
Motive Wealth Advisors
|
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|
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|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
|
|
|
JGP Wealth Management, LLC
|
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|
|
|
|
Old National Bancorp /in/
|
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|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
L.m. Kohn & Company
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|
Panoramic Capital Partners, LLC
|
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|
Selective Wealth Management, Inc.
|
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|
|
|
Central Pacific Bank - Trust Division
|
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|
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|
Pflug Koory, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
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|
Boston Private Wealth Llc
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|
Gries Financial Llc
|
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|
North Capital, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
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|
Arkadios Wealth Advisors
|
|
|
|
|
|
TRUE Private Wealth Advisors
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|
Capital Investment Counsel, LLC
|
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|
Zullo Investment Group, Inc.
|
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|
PrairieView Partners, LLC
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|
SeaBridge Investment Advisors LLC
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|
|
Kickstand Ventures, Llc.
|
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|
|
|
Insight Advisors, LLC/ PA
|
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|
|
|
|
Armstrong Advisory Group, Inc
|
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|
|
|
|
Prostatis Group LLC
|
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|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Dearborn Partners Llc
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|
Laurel Wealth Advisors LLC
|
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|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
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|
United Bank
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
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|
First Bank & Trust
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|
Sterling Financial Planning, Inc.
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|
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|
Crumly & Associates Inc.
|
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|
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|
Clear Harbor Asset Management, LLC
|
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|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Hemington Wealth Management
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|
|
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|
Rockland Trust Co
|
|
|
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|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
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|
Seeds Investor Llc
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|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
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|
Kohmann Bosshard Financial Services, LLC
|
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|
Tarbox Family Office, Inc.
|
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|
|
|
|
Bricktown Capital, LLC
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|
Destination Wealth Management
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
Yukon Wealth Management, Inc.
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|
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|
SlateStone Wealth, LLC
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|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Columbus Macro, LLC
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|
Patriot Financial Group Insurance Agency, LLC
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|
Legacy Financial Advisors, Inc.
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|
|
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|
Archer Investment Corp
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Procyon Private Wealth Partners, LLC
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|
Clarity Asset Management, Inc.
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|
|
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|
Peninsula Asset Management Inc
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|
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|
Consilio Wealth Advisors, Llc
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|
American Financial Advisors, LLC
|
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|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MSH Capital Advisors LLC
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|
|
|
Accretive Wealth Partners, LLC
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|
Cullen/frost Bankers, Inc.
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|
|
|
|
|
Hrt Financial Lp
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|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
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|
Independent Advisor Alliance
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|
|
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|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
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|
|
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|
Hollow Brook Wealth Management LLC
|
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|
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|
Harbour Investments, Inc.
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
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|
BCJ Capital Management, LLC
|
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|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
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|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
IRSVX - Voya Separate Portfolios Trust - Voya Target Retirement 2055 Fund Class I
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Stonebrook Private Inc.
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Maryland Capital Advisors Inc.
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Summit Asset Management, LLC
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Nbc Securities, Inc.
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Ryan Investment Management, Inc.
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David J Yvars Group
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Trifecta Capital Advisors, LLC
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Higgins & Schmidt Wealth Strategies LLC
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Nelson Capital Management, LLC
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Oarsman Capital, Inc.
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Creekmur Asset Management LLC
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LJI Wealth Management, LLC
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Nepc Llc
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Seelaus Asset Management LLC
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Founders Capital Management
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Orin Green Financial, LLC
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Millburn Ridgefield Corp
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Harbor Group, Inc.
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K.J. Harrison & Partners Inc
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Culbertson A N & Co Inc
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Farmers & Merchants Trust Co of Long Beach
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Mason & Associates Inc
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Cathy Pareto & Associates, Inc
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GPS Wealth Strategies Group, LLC
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Enzi Wealth
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Greenhouse Wealth Management, LLC
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McAdam, LLC
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Verdence Capital Advisors LLC
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Novare Capital Management Llc
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Childress Capital Advisors, Llc
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Rathbone Brothers plc
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Buffington Mohr McNeal
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Ipswich Investment Management Co., Inc.
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AMG National Trust Bank
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Gryphon Financial Partners LLC
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DHJJ Financial Advisors, Ltd.
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Atria Wealth Solutions, Inc.
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Patten Group, Inc.
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Richards, Merrill & Peterson, Inc.
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Meridian Financial, LLC
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Wedbush Securities Inc
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Silvercrest Asset Management Group Llc
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S&t Bank/pa
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Charter Capital Management, LLC\DE
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First National Bank Of Omaha
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Jefferies Financial Group Inc.
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Pinnacle Financial Partners Inc
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Kiker Wealth Management, LLC
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MONECO Advisors, LLC
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Prosperity Wealth Management, Inc.
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RMB Capital Management, LLC
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Bank of New York Mellon Corp
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Truepoint, Inc.
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Versant Capital Management, Inc
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Clear Creek Financial Management, LLC
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Grand Wealth Management, Llc
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McKinley Carter Wealth Services, Inc.
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626 Financial, LLC
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FIL Ltd
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Houlihan Financial Resource Group, Ltd.
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Sawgrass Asset Management Llc
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Financial Advisory Service, Inc.
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Platform Technology Partners
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Worth Financial Advisory Group, LLC
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Uptown Financial Advisors LLC
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Investors Research Corp
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Human Investing LLC
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Sherman Asset Management, Inc.
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BostonPremier Wealth LLC
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J. Safra Sarasin Holding AG
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Fisher Asset Management, LLC
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Peterson Wealth Advisors, LLC
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Fifth Third Wealth Advisors LLC
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Rialto Wealth Management, LLC
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CFS Investment Advisory Services, LLC
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Barnes Dennig Private Wealth Management LLC
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Apollon Financial, LLC
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Sheaff Brock Investment Advisors, LLC
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Hi-Line Capital Management, LLC
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Ambassador Advisors, LLC
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Alps Advisors Inc
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One Day In July LLC
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Curat Global, LLC
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Patton Albertson Miller Group, Llc
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Romano Brothers And Company
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Envision Financial LLC
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Latitude Advisors, LLC
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Mesirow Financial Investment Management, Inc.
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DDD Partners, LLC
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Ellevest, Inc.
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VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
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Farmers National Bank
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Capital Advisory Group Advisory Services, LLC
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HTG Investment Advisors, Inc.
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Mid-American Wealth Advisory Group, Inc.
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Invictus Private Wealth, Llc
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Chancellor Financial Group WB LP
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SC&H Financial Advisors, Inc.
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Keel Point, LLC
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Colonial Trust Advisors
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MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
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Acima Private Wealth, Llc
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Woodside Wealth Management LLC
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Clarity Capital Partners LLC
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Vectors Research Management, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
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MidAtlantic Capital Management, Inc.
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Capital Advisors Wealth Management, LLC
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Private Wealth Group, LLC
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OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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Fortress Financial Solutions, LLC
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Inspire Advisors, LLC
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Mustico Financial Group, Inc.
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Compass Wealth Management LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Garde Capital, Inc.
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Welch Group, LLC
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Lazard Freres Gestion S.A.S.
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Farmers & Merchants Investments Inc
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Altus Wealth Management, LLC
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LaSalle St. Investment Advisors, LLC
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Warner Financial, Inc
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Meritage Portfolio Management
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Sunburst Financial Group, LLC
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Cwm, Llc
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Affinity Capital Advisors, LLC
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Washington Trust Bank
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Smithbridge Asset Management Inc/de
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Castle Wealth Management Llc
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Financial Gravity Companies, Inc.
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BIP Wealth, LLC
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Montis Financial, LLC
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Atlantic Private Wealth, LLC
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Bowman & Co S.C.
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Trueblood Wealth Management, LLC
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VGI Partners Ltd
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Gs Investments, Inc.
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Investment Advisory Group, LLC
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Tyler-Stone Wealth Management
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Curran Financial Partners, LLC
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Interchange Capital Partners, LLC
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Balboa Wealth Partners
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Stockman Wealth Management, Inc.
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Fsb Premier Wealth Management, Inc.
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Verus Financial Partners, Inc.
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Appleton Partners Inc/ma
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Lynx Investment Advisory
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Pointe Capital Management LLC
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McIlrath & Eck, LLC
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Talon Private Wealth, LLC
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UNIVEST FINANCIAL Corp
|
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Perennial Investment Advisors, LLC
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Security Benefit Life Insurance Co /ks/
|
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Pachira Investments Inc.
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Sittner & Nelson, Llc
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Hager Investment Management Services, Llc
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Alley Investment Management Company, LLC
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VTUFX - Voya Separate Portfolios Trust - Voya Target Retirement 2065 Fund Class R6
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Fairvoy Private Wealth, LLC
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Ramsay, Stattman, Vela & Price, Inc.
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D.a. Davidson & Co.
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Ade, Llc
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Cushing Capital Partners, LLC
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Optivise Advisory Services LLC
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Signaturefd, Llc
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Sky Investment Group LLC
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Qube Research & Technologies Ltd
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Bensler, LLC
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CVA Family Office, LLC
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IRSLX - Voya Separate Portfolios Trust - Voya Target Retirement 2025 Fund Class I
|
|
|
|
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Charis Legacy Partners, LLC
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Intergy Private Wealth, LLC
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Capital Analysts, Inc.
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First Business Financial Services, Inc.
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Sound View Wealth Advisors Group, LLC
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Dunhill Financial, LLC
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Clarkston Capital Partners, LLC
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Cambiar Investors Llc
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|
Two Roads Shared Trust - Foundations Dynamic Core ETF
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|
Summit Wealth Group, LLC
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Olympus Wealth Management, Llc
|
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Hilltop Wealth Advisors, Llc
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Mainstream Capital Management LLC
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ABLE Financial Group, LLC
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Disciplina Capital Management LLC
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Kathmere Capital Management, LLC
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Tidemark, LLC
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
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|
Geneva Partners, LLC
|
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|
Country Trust Bank
|
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S.A. Mason LLC
|
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TL Private Wealth
|
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Kingsview Wealth Management, LLC
|
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Baron Silver Stevens Financial Advisors, Llc
|
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Cardiff Park Advisors, Llc
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Front Row Advisors LLC
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Balyasny Asset Management Llc
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Pinnacle Bancorp, Inc.
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Nottingham Advisors, Inc.
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Mowery & Schoenfeld Wealth Management, LLC
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Leo Wealth, LLC
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RiverGlades Family Offices LLC
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XML Financial, LLC
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Private Trust Co Na
|
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Pillar Financial Advisors, LLC
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Plancorp, LLC
|
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|
Destiny Capital Corp/CO
|
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Coastline Trust Co
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Windsor Advisory Group, LLC
|
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Commonwealth Equity Services, Llc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
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|
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|
Financial Partners Group, Inc
|
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Patriot Investment Management Inc.
|
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|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
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|
Bank Of Stockton
|
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|
Financial Engines Advisors L.L.C.
|
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|
Cosner Financial Group, LLC
|
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Clarity Capital Advisors, LLC
|
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|
Altfest L J & Co Inc
|
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|
HORAN Wealth, LLC
|
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|
Park Avenue Securities Llc
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Red Lighthouse Investment Management, Llc
|
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|
Colton Groome Financial Advisors, Llc
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Harbour Capital Advisors, LLC
|
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Fft Wealth Management Llc
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Plum Street Advisors, LLC
|
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Summit Wealth Partners, LLC
|
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Blue Barn Wealth, LLC
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Legacy Bridge, LLC
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Cowa, Llc
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Howard Financial Services, Ltd.
|
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Dakota Wealth Management
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Pacific Financial Group Inc
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|
Koshinski Asset Management, Inc.
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WCG Wealth Advisors LLC
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Elios Financial Group Inc.
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|
Berkshire Asset Management Llc/pa
|
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Bellwether Advisors, LLC
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|
Gladstone Institutional Advisory LLC
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Liberty Wealth Management Llc
|
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|
|
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|
New York Life Investment Management Llc
|
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|
|
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|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
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|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
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|
USAdvisors Wealth Management, LLC
|
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|
|
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|
Kopp Family Office, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
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|
Greystone Financial Group, LLC
|
|
|
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|
|
Accelerate Investment Advisors LLC
|
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|
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|
Ceera Investments, Llc
|
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|
Wells Financial Advisors INC
|
|
|
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|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
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|
Tribridge Partners Financial LLC
|
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|
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|
Investment Partners, Ltd.
|
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Warren Street Wealth Advisors, LLC
|
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|
Hilltop Holdings Inc.
|
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|
Perritt Capital Management Inc
|
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|
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|
Schmidt P J Investment Management Inc
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|
Cheviot Value Management, LLC
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|
ERn Financial, LLC
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|
Foster & Motley Inc
|
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|
SCS Capital Management LLC
|
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|
|
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|
Massachusetts Financial Services Co /ma/
|
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|
|
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|
Chemistry Wealth Management LLC
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|
Russell Investments Group, Ltd.
|
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|
Madden Advisory Services, Inc.
|
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|
Cedar Wealth Management, LLC
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Vestor Capital, Llc
|
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|
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|
Buckingham Strategic Partners
|
|
|
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|
Zrc Wealth Management, Llc
|
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|
|
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|
Global Financial Private Client, LLC
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|
Evercore Wealth Management, LLC
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|
Ironwood Investment Counsel, LLC
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|
Maridea Wealth Management LLC
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|
Whalerock Point Partners, Llc
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McElhenny Sheffield Capital Management, LLC
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|
XY Planning Network, Inc.
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|
Auour Investments LLC
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Twin Peaks Wealth Advisors, LLC
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Rothschild Capital Partners, LLC
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|
CAPROCK Group, Inc.
|
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|
Main Street Group, LTD
|
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|
Trust Co Of Oklahoma
|
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|
Montecito Bank & Trust
|
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|
|
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|
Frank, Rimerman Advisors LLC
|
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|
Evoke Wealth, Llc
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|
Cascade Wealth Advisors, Inc
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|
Breakwater Capital Group
|
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|
Carl P. Sherr & Co., LLC
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|
Byrne Financial Freedom, Llc
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|
Investment Research & Advisory Group, Inc.
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|
|
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AlTi Global, Inc.
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We Are One Seven, LLC
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Heartwood Wealth Advisors LLC
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First Interstate Bank
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Capital Investment Counsel, Inc
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Symphony Financial, Ltd. Co.
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Mengis Capital Management, Inc.
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Landmark Wealth Management, LLC
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Sequent Planning LLC
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IFS Advisors, LLC
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Twele Capital Management, Inc.
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Neumann Capital Management, LLC
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Eldridge Investment Advisors, Inc.
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Sentinus, LLC
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Long Run Wealth Advisors, LLC
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Bank Hapoalim Bm
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Verde Capital Management
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Eight 31 Financial Llc
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First United Bank Trust/
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Strategy Asset Managers Llc
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Pinnacle Wealth Management Advisory Group, LLC
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Wealth Advisory Solutions, LLC
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Defined Wealth Management, Llc
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Gibbs Wealth Management
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Topsail Wealth Management, LLC
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Journey Strategic Wealth Llc
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Baron Financial Group, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Swmg, Llc
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Financial Advisory Corp /ut/ /adv
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Baldwin Investment Management, LLC
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Crowley Wealth Management, Inc.
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Custos Family Office, LLC
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Mason Investment Advisory Services, Inc.
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Teachers Insurance & Annuity Association Of America
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Horizon Investments, LLC
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Pittenger & Anderson Inc
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Fiduciary Advisors, Inc.
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Bank Of America Corp /de/
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Integrity Alliance, Llc.
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RDA Financial Network
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First Western Trust Bank
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Retirement Planning Group
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Journey Advisory Group, LLC
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Northern Trust Corp
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Davis R M Inc
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Segment Wealth Management, LLC
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Walkner Condon Financial Advisors LLC
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Emprise Bank
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F/M Investments LLC
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Teamwork Financial Advisors, LLC
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Capital Advisors, Ltd. LLC
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Richardson Financial Services Inc.
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Balanced Wealth Group Llc
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Access Investment Management LLC
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Tyche Wealth Partners LLC
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Axis Wealth Partners, LLC
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Marco Investment Management Llc
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Capital Investment Advisors, LLC
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Fishman Jay A Ltd/mi
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DiNuzzo Private Wealth, Inc.
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Central Bank & Trust Co
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SBI Securities Co., Ltd.
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Cantor Fitzgerald Investment Adviser L.p.
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Pollock Investment Advisors, LLC
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Marino, Stram & Associates Llc
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Common Fund For Nonprofit Organizations
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Atria Investments Llc
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Centaurus Financial, Inc.
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Schroder Investment Management Group
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Harbour Trust & Investment Management Co
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Strategic Advisors LLC
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Fermata Advisors, LLC
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HB Wealth Management, LLC
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Marquette Asset Management, LLC
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IFG Advisors, LLC
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Sage Capital Advisors,llc
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Turtle Creek Wealth Advisors, LLC
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West Branch Capital LLC
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Clarity Wealth Advisors, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Promus Capital, LLC
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Sovereign Financial Group, Inc.
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Sandy Cove Advisors, LLC
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Avantax Advisory Services, Inc.
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Green Harvest Asset Management LLC
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Signal Advisors Wealth, LLC
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Melone Private Wealth, LLC
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Rosenblum Silverman Sutton S F Inc /ca
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AE Wealth Management LLC
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Center For Asset Management LLC
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UBS Group AG
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Lee-Kelleher Wealth Management
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Southland Equity Partners LLC
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|
Fifth Third Bancorp
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Christopher J. Hasenberg, Inc
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Affinity Wealth Management Llc
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Trademark Financial Management, LLC
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|
CarsonAllaria Wealth Management, Ltd.
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|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
|
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Kaydan Wealth Management, Inc.
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Willow Creek Wealth Management Inc.
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Mosaic Family Wealth Partners, Llc
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|
Ubs Asset Management Americas Inc
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Alta Wealth Advisors LLC
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Campion Asset Management LLC
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Koss-Olinger Consulting, LLC
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Second Line Capital, LLC
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Aft, Forsyth & Sober, LLC
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Insight Inv LLC
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|
Greenland Capital Management LP
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|
Bnp Paribas Arbitrage, Sa
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|
Howland Capital Management Llc
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|
Charles Schwab Trust Co
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|
|
Drake & Associates, LLC
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|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
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|
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Capital Management Associates, Inc
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|
|
Eqis Capital Management, Inc.
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|
LifeSteps Financial, Inc.
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|
|
|
TFB Advisors LLC
|
|
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|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
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|
