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SIH Partners, LLLP
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Grant Street Asset Management, Inc.
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GM Advisory Group, Inc.
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Zrc Wealth Management, Llc
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Coastwise Capital Group, LLC
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Alpha Cubed Investments, LLC
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Prudent Investors Network
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Orleans Capital Management Corp/la
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LOM Asset Management Ltd
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Keystone Financial Group
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Granite Bay Wealth Management, LLC
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Nelson Capital Management, LLC
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Capital Investment Advisory Services, LLC
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KKM Financial LLC
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CLSM - Exchange Listed Funds Trust - Cabana Target Leading Sector Moderate ETF
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Pin Oak Investment Advisors Inc
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Delta Financial Group, Inc.
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Ping Capital Management, Inc.
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Sepio Capital, LP
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Opinicus Capital, Inc.
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Pittenger & Anderson Inc
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Commerce Bank
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Coordinated Financial Services, Inc./CO
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Paragon Capital Management Ltd
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Leicht Financial Planning & Wealth Management, Inc.
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THLV - THOR Financial Technologies Trust - THOR Low Volatility ETF
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Gen-Wealth Partners Inc
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Empowered Funds, LLC
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Cresset Asset Management, LLC
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GOIIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth and Income Strategy Portfolio Institutional
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Legacy Private Trust Co.
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Rothschild Capital Partners, LLC
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F/M Investments LLC
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McKinley Carter Wealth Services, Inc.
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Maia Wealth LLC
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Migdal Insurance & Financial Holdings Ltd.
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Sharkey, Howes & Javer
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Bellwether Advisors, LLC
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VCI Wealth Management LLC
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Meridian Wealth Management, LLC
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Monetary Management Group Inc
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Axxcess Wealth Management, Llc
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Moisand Fitzgerald Tamayo, LLC
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Lmcg Investments, Llc
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RiverFront Investment Group, LLC
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SMART Wealth LLC
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Finley Financial, LLC
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Atria Investments Llc
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Brevan Howard Capital Management LP
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Pinnacle Wealth Management Advisory Group, LLC
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McMahon Financial Advisors, LLC
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BlueSky Wealth Advisors, LLC
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Youngs Advisory Group, Inc.
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XY Planning Network, Inc.
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Trust Co Of Vermont
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Vise Technologies, Inc.
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Means Investment Co., Inc.
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TCG Advisory Services, LLC
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4wealth Advisors, Inc.
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Invst, LLC
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Independence Bank of Kentucky
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Whalerock Point Partners, Llc
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Leo Wealth, LLC
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Prospect Financial Services LLC
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Peapack Gladstone Financial Corp
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HighTower Advisors, LLC
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Ipsen Advisor Group LLC
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Onyx Bridge Wealth Group LLC
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FSM Wealth Advisors, LLC
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IDXHX - Voya PARTNERS INC - Voya Index Solution 2030 Portfolio Class S
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Mercer Global Advisors Inc /adv
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North Star Investment Management Corp.
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Flaharty Asset Management, LLC
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Marks Group Wealth Management, Inc
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Hsbc Holdings Plc
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Cornerstone Strategic Value Fund Inc
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American Institute for Advanced Investment Management, LLP
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Ferguson Wellman Capital Management, Inc
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Proficio Capital Partners LLC
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Richmond Investment Services, LLC
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AdvisorNet Financial, Inc
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Sigma Planning Corp
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Court Place Advisors, LLC
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Gwn Securities Inc.
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Private Management Group Inc
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Weaver Capital Management LLC
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Fifth Third Securities, Inc.
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Marex Group plc
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Goldman Sachs Group Inc
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Qrg Capital Management, Inc.
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LM Advisors LLC
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Sound Income Strategies, LLC
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Hoey Investments, Inc
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Chemistry Wealth Management LLC
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Flagship Wealth Advisors, Llc
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Tandem Investment Partners LLC
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Baird Financial Group, Inc.
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Keystone Global Partners, LLC
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Able Wealth Management LLC
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REDW Wealth LLC
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Concord Wealth Partners
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Soltis Investment Advisors LLC
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Point72 Asset Management, L.P.
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Edge Wealth Management LLC
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Denver Wealth Management, Inc.
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Vertex Planning Partners, LLC
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Private Wealth Partners, LLC
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Lynch & Associates/in
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Oliver Lagore Vanvalin Investment Group
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Goelzer Investment Management, Inc.
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Littlejohn Financial Services, Inc.
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Sigma Investment Counselors Inc
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Wealth Quarterback LLC
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Spectrum Wealth Counsel, LLC
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GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
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Allianz Asset Management GmbH
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Regal Investment Advisors LLC
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Rockport Wealth LLC
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Millstone Evans Group, LLC
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Harel Insurance Investments & Financial Services Ltd.
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Fielder Capital Group LLC
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Salomon & Ludwin, LLC
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Gallacher Capital Management LLC
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WP Advisors, LLC
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180 Wealth Advisors, Llc
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Signet Financial Management, Llc
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Archford Capital Strategies, LLC
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Trust Co Of Virginia /va
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Gladstone Institutional Advisory LLC
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WASHINGTON TRUST Co
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Jfs Wealth Advisors, Llc
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RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
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Pnc Financial Services Group, Inc.
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Arlington Trust Co LLC
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Blue Chip Partners, Inc.
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Schmidt P J Investment Management Inc
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Fortis Capital Advisors, LLC
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Darden Wealth Group Inc
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Benedict Financial Advisors Inc
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Cresta Advisors, Ltd.
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Monticello Wealth Management, Llc
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Baltimore-Washington Financial Advisors, Inc.
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MontVue Capital Management, Inc.
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Parkside Financial Bank & Trust
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City Center Advisors, LLC
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SYM FINANCIAL Corp
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Key FInancial Inc
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San Luis Wealth Advisors LLC
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Hudson Valley Investment Advisors Inc /adv
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WestEnd Advisors, LLC
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Albion Financial Group /ut
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Principal Securities, Inc.
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Advyzon Investment Management, LLC
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Hurley Capital, LLC
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Robertson Stephens Wealth Management, LLC
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Geometric Wealth Advisors
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Graves-Light Private Wealth Management, Inc.
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Himension Fund
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Mma Asset Management Llc
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Smithfield Trust Co
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Swmg, Llc
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PFS Partners, LLC
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Acorn Financial Advisory Services Inc /adv
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Kcm Investment Advisors Llc
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Atria Wealth Solutions, Inc.
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Manchester Capital Management LLC
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Fmr Llc
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Aberdeen Wealth Management LLC
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Highland Capital Management, Llc
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Aster Capital Management (DIFC) Ltd
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Biltmore Wealth Management, LLC
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Merit Financial Group, LLC
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Cary Street Partner Investment Advisory Llc
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First International Bank of Israel Ltd.
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Focus Financial Network, Inc.
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Romano Brothers And Company
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E&G Advisors, LP
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Jones Financial Companies Lllp
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First Interstate Bank
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Financial Partners Group, Inc
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Arrow Financial Corp
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International Assets Investment Management, Llc
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Global Retirement Partners, LLC
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Grove Bank & Trust
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Arrowroot Family Office, LLC
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Bulwark Capital Corp
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Tidal Trust II - Tactical Advantage ETF
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Keystone Financial Group, Inc.
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Bank of Marin
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Forbes J M & Co Llp
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Snider Financial Group
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One Charles Private Wealth Services, LLC
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Princeton Global Asset Management LLC
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Twin Tree Management, LP
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Mackenzie Financial Corp
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RWM Asset Management, LLC
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C2C Wealth Management, LLC
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EDGU - Advisors' Inner Circle Fund II - 3EDGE Dynamic US Equity ETF
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Ameriprise Financial Inc
|
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Rosenberg Matthew Hamilton
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First Financial Bank - Trust Division
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Oakworth Capital, Inc.
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Jefferies Financial Group Inc.
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Assetmark, Inc
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Envestnet Asset Management Inc
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Pinnacle Bancorp, Inc.
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Wolverine Asset Management Llc
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Harbor Investment Advisory, Llc
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Panoramic Investment Advisors, Llc
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Glass Jacobson Investment Advisors llc
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Collaborative Wealth Managment Inc.
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Kelly Financial Group Llc
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Perfromance Wealth Partners, LLC
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RDA Financial Network
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Chevy Chase Trust Holdings, Inc.
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Avantax Advisory Services, Inc.
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StoneX Group Inc.
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GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF
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Noesis Capital Mangement Corp
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Two Sigma Investments, Lp
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Jane Street Group, Llc
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TFB Advisors LLC
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Ieq Capital, Llc
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Tsfg, Llc
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Round Rock Advisors, LLC
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CoreCap Advisors, LLC
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Resurgent Financial Advisors LLC
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Trifecta Capital Advisors, LLC
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Hobart Private Capital, LLC
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Legacy Bridge, LLC
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EverSource Wealth Advisors, LLC
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Harwood Advisory Group, LLC
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Absolute Capital Management, LLC
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Almanack Investment Partners, LLC.
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Pacifica Partners Inc.
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Biltmore Family Office, LLC
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Fundamentun, Llc
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Essex Financial Services, Inc.
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South Plains Financial, Inc.
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Sierra Ocean, Llc
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Quantessence Capital LLC
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Bridgewater Advisors Inc.
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ZEGA Investments, LLC
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Walleye Capital LLC
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Jackson Square Capital, Llc
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Gray Private Wealth, LLC
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Coastal Investment Advisors, Inc.
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Eley Financial Management, Inc
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Wealth Enhancement Advisory Services, Llc
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Calton & Associates, Inc.
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Founders Financial Securities Llc
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Savant Capital, LLC
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High Falls Advisors, Inc
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Credit Agricole S A
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North Capital, Inc.
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Balyasny Asset Management Llc
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West Chester Capital Advisors, Inc
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MSH Capital Advisors LLC
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Nwam Llc
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Aspire Capital Advisors LLC
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Collier Financial
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Ramirez Asset Management, Inc.
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Regent Peak Wealth Advisors LLC
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Verition Fund Management LLC
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VestGen Advisors, LLC
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Mission Creek Capital Partners, Inc.
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Tiaa Trust, National Association
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Rise Advisors, LLC
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IAG Wealth Partners, LLC
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Meitav Dash Investments Ltd
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FSA Wealth Management LLC
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Ballast, Inc.
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Atlas Capital Advisors Llc
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Reliant Investment Partners, LLC
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Delta Asset Management Llc/tn
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Palumbo Wealth Management LLC
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First Community Trust Na
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Fountainhead AM, LLC
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HighMark Wealth Management LLC
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|
Founders Capital Management
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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|
Integrity Alliance, Llc.
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|
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF
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|
Journey Advisory Group, LLC
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Christopher J. Hasenberg, Inc
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Colony Family Offices, LLC
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Winthrop Capital Management, LLC
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Guardian Wealth Advisors, Llc / Nc
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Argent Trust Co
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Change Path, LLC
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BKD Wealth Advisors, LLC
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Stock Yards Bank & Trust Co
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
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|
10Elms LLP
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Allspring Global Investments Holdings, LLC
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Transform Wealth, LLC
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Navigoe, LLC
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XTX Topco Ltd
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Aqr Capital Management Llc
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Register Financial Advisors LLC
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|
BCJ Capital Management, LLC
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|
QTSSX - Advisors Preferred Trust - Quantified Tactical Sectors Fund Investor Class Shares
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NCM Capital Management, LLC
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Power Wealth Management Llc
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Montag A & Associates Inc
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Cheviot Value Management, LLC
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M3 Advisory Group, LLC
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D.B. Root & Company, LLC
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Royal Bank Of Canada
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Cherry Tree Wealth Management, LLC
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Moody Lynn & Lieberson, Llc
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Accel Wealth Management
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Versant Capital Management, Inc
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Simon Quick Advisors, Llc
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Stratos Wealth Advisors, LLC
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Traynor Capital Management, Inc.
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Blair William & Co/il
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Wealth Advisory Solutions, LLC
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Providence Capital Advisors, LLC
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Carret Asset Management, Llc
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Farmers & Merchants Trust Co of Chambersburg PA
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Stifel Financial Corp
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Mechanics Bank Trust Department
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Financial Avengers, Inc.
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Credential Securities Inc.
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Bank Hapoalim Bm
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Sage Capital Management, LLC
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Lodestone Wealth Management LLC
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Pilgrim Partners Asia Pte Ltd
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Annis Gardner Whiting Capital Advisors, LLC
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Main Management LLC
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Scotia Capital Inc.
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Vickerman Investment Advisors, Inc.
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Covestor Ltd
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Kayne Anderson Rudnick Investment Management Llc
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Strait & Sound Wealth Management LLC
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Farmers National Bank
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HHM Wealth Advisors, LLC
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Novare Capital Management Llc
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Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
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Perennial Investment Advisors, LLC
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Hollencrest Capital Management
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M.e. Allison & Co., Inc.
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Burke & Herbert Bank & Trust Co
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Northern Oak Wealth Management Inc
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Armis Advisers, LLC
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Quest 10 Wealth Builders, Inc.
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H&H Retirement Design & Management INC
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Waldron Private Wealth LLC
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Range Financial Group LLC
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Hartford Financial Management Inc.
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Koesten, Hirschmann & Crabtree, INC.
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First PREMIER Bank
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Bartlett & Co. Wealth Management Llc
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Ronald Blue Trust, Inc.
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PMV Capital Advisers, LLC
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Haverford Trust Co
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Wealthbridge Capital Management, Llc
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Spears Abacus Advisors LLC
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Burford Brothers, Inc.
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Crumly & Associates Inc.
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Smith Asset Management Co., LLC
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Parsons Capital Management Inc/ri
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Saxon Interests, Inc.
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Brighton Jones Llc
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Penobscot Investment Management Company, Inc.
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Advisors Management Group Inc /adv
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ISDAX - Voya PARTNERS INC - Voya Index Solution 2025 Portfolio Class ADV
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NorthRock Partners, LLC
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Compass Financial Services Inc
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Creekmur Asset Management LLC
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Florida Financial Advisors, Llc
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Kennicott Capital Management Llc
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Wedmont Private Capital
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Thor Trading Advisors, Llc
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IMC-Chicago, LLC
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Bessemer Group Inc
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Legacy Financial Strategies, LLC
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Westwood Holdings Group Inc
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Montag & Caldwell, Llc
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Jackson Hole Capital Partners, LLC
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Geneos Wealth Management Inc.
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Wolverine Trading, Llc
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Nemes Rush Group LLC
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Circle Wealth Management, LLC
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Exchange Traded Concepts, Llc
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Emerald Investment Partners, Llc
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Renaissance Technologies Llc
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St Germain D J Co Inc
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Gold Investment Management Ltd.
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Integrity Financial Corp /WA
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WealthTrust Axiom LLC
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Mount Yale Investment Advisors, LLC
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Ally Invest Advisors Inc.
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Seacrest Wealth Management, Llc
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Leuthold Group, Llc
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Signal Advisors Wealth, LLC
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WNY Asset Management, LLC
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Second Line Capital, LLC
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Tepp RIA, LLC
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JSF Financial, LLC
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CacheTech Inc.
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Vantage Financial Partners, LLC
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SRS Capital Advisors, Inc.
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Mark Sheptoff Financial Planning, Llc
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Aries Wealth Management
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Eqis Capital Management, Inc.
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Mv Capital Management, Inc.
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Herbst Group, Llc
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Black Diamond Financial, LLC
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Mirae Asset Global Investments Co., Ltd.
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Embree Financial Group
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UNIVEST FINANCIAL Corp
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Comerica Bank
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Marcum Wealth, LLC
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Nvwm, Llc
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Financial Engines Advisors L.L.C.
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Cedar Mountain Advisors, LLC
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Brown, Lisle/cummings, Inc.
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Massachusetts Wealth Management
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Mariner, LLC
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Pensionmark Financial Group, Llc
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Procyon Private Wealth Partners, LLC
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Midwest Trust Co
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Salem Investment Counselors Inc
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Kwmg, Llc
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RFG Advisory, LLC
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Concentric Capital Strategies, LP
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IMA Wealth, Inc.
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Institute for Wealth Management, LLC.
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Divergent Planning, LLC
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Bank Of Nova Scotia
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Alpine Global Management, LLC
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Harbor Capital Advisors, Inc.
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Kestra Private Wealth Services, Llc
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Alpine Woods Capital Investors, Llc
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Beech Hill Advisors, Inc.
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Wetzel Investment Advisors, Inc.
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Sound View Wealth Advisors Group, LLC
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Fiduciary Financial Group, Llc
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Spirepoint Private Client, Llc
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CI Private Wealth, LLC
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Bricktown Capital, LLC
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Solstein Capital, LLC
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Sequoia Financial Advisors, LLC
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OMNI 360 Wealth, Inc.
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EBI - RBB Fund Trust - Longview Advantage ETF
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Wedbush Securities Inc
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|
SNS Financial Group, LLC
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Tyche Wealth Partners LLC
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Csenge Advisory Group
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|
Ayalon Holdings Ltd.
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Green Harvest Asset Management LLC
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Dodds Wealth, LLC
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|
River Street Advisors LLC
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|
Operose Advisors LLC
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|
IAAAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Growth Portfolio A
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|
|
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|
GWM Advisors LLC
|
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Mission Wealth Management, Lp
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Adams Wealth Management
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Garde Capital, Inc.
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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IHT Wealth Management, LLC
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|
Texas Yale Capital Corp.
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|
Wealth Architects, LLC
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|
Stelac Advisory Services LLC
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|
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|
FRG Family Wealth Advisors LLC
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|
Alerus Financial Na
|
|
|
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|
One Capital Management, LLC
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|
Global Financial Private Client, LLC
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|
Howland Capital Management Llc
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|
New England Private Wealth Advisors LLC
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|
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF
|
|
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|
SBI Securities Co., Ltd.
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|
Lebenthal Global Advisors, LLC
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New England Capital Financial Advisors LLC
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Delta Capital Management Llc
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NFP Retirement, Inc.
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Barclays Plc
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DiNuzzo Private Wealth, Inc.
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Wealthcare Advisory Partners LLC
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Newbridge Financial Services Group, Inc.
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|
Maven Securities LTD
|
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|
City State Bank
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|
Dunhill Financial, LLC
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|
Pettinga Financial Advisors, LLC
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|
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|
Bbr Partners, Llc
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|
Integrated Wealth Concepts LLC
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|
Qube Research & Technologies Ltd
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|
Kanawha Capital Management Llc
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|
Welch Capital Partners Llc/ny
|
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|
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|
Rehmann Capital Advisory Group
|
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|
|
|
|
Lcnb Corp
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|
Insight Wealth Partners, LLC
|
|
|
|
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|
Hancock Whitney Corp
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|
J.Safra Asset Management Corp
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|
SILVER OAK SECURITIES, Inc
|
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|
|
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|
Bogart Wealth, LLC
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|
Teamwork Financial Advisors, LLC
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|
Anchor Investment Management, LLC
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|
Shufro Rose & Co Llc
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|
111 Capital
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|
Lynx Investment Advisory
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|
Sovran Advisors, LLC
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|
Luminist Capital LLC
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Everstar Asset Management, LLC
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WealthTrust Asset Management, LLC
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|
Pachira Investments Inc.
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|
KG&L Capital Management,LLC
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Breakwater Investment Management
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|
Proquility Private Wealth Partners, LLC
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Fisher Asset Management, LLC
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|
Birchbrook, Inc.
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|
Bollard Group LLC
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Rothschild Investment Llc
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|
Avidian Wealth Solutions, LLC
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|
Main Management ETF Advisors, LLC
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Advisory Resource Group
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Sebold Capital Management, Inc.
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|
Stonebrook Private Inc.
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|
Financial Advisory Corp /ut/ /adv
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|
Bnp Paribas Arbitrage, Sa
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|
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|
Woodmont Investment Counsel Llc
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|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
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|
Financial Advisory Service, Inc.
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|
SFG Wealth Management, LLC.
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|
Avantax Planning Partners, Inc.
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|
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|
Essex LLC
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|
Primoris Wealth Advisors, Llc
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|
|
Man Group plc
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|
|
|
|
|
Core Wealth Partners LLC
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|
|
|
|
|
Simplicity Wealth,LLC
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|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
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|
RTD Financial Advisors, Inc.
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|
Cornerstone Wealth Group, LLC
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|
Condor Capital Management
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|
Stack Financial Management, Inc
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|
Natixis Advisors, L.p.
|
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|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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|
|
|
|
|
Axim Planning & Wealth
|
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|
5th Street Advisors, LLC
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|
Legacy Capital Group California, Inc.
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|
Capital Advisors, Ltd. LLC
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|
Moulton Wealth Management, Inc
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|
Weatherly Asset Management L. P.
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|
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|
Capital Management Associates /ny/
|
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|
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|
Gilman Hill Asset Management, LLC
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|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
GGM - NORTHERN LIGHTS FUND TRUST II - GGM Macro Alignment ETF
|
|
|
|
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|
Caldwell Securities, Inc
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|
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|
Great Valley Advisor Group, Inc.
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|
Valeo Financial Advisors, LLC
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|
Horizon Investments, LLC
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|
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|
Cornerstone Wealth Management, LLC
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|
Amussen Hunsaker Associates Llc
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|
Elevated Capital Advisors, LLC
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|
|
|
|
CENTRAL TRUST Co
|
|
|
|
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|
HMV Wealth Advisors, LLC
|
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|
|
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|
Beacon Bridge Wealth Partners, LLC
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|
|
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|
Elm Partners Management LLC
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|
Fiduciary Trust Co
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|
HB Wealth Management, LLC
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|
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|
|
Broyhill Asset Management
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|
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|
Sheets Smith Wealth Management
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|
Congress Wealth Management LLC / DE /
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|
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|
Wealthedge Investment Advisors, Llc
|
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|
|
|
|
OneAscent Financial Services LLC
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|
|
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|
Glenview Trust Co
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|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Helium Advisors LLC
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|
|
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|
Strategies Wealth Advisors, LLC
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|
|
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|
FNY Investment Advisers, LLC
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|
|
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|
Hardy Reed LLC
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|
Advisory Alpha, LLC
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|
Beaird Harris Wealth Management, LLC
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|
ESG Planning
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|
|
|
|
|
Intrust Bank Na
|
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|
Davidson Trust Co
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|
|
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|
American Financial Advisors, LLC
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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|
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|
Peoples Bank/KS
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|
|
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|
Sequent Planning LLC
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|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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|
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|
Fpc Investment Advisory, Inc.
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|
German American Bancorp, Inc.
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|
Cahaba Wealth Management, Inc.
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|
Meridian Financial, LLC
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|
Modern Wealth Management, LLC
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|
O'shaughnessy Asset Management, Llc
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|
Bank Of America Corp /de/
|
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|
Mezzasalma Advisors, LLC
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|
Burkett Financial Services, Llc
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|
Capitol Family Office, Inc.
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|
Syntegra Private Wealth Group, LLC
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|
Atticus Wealth Management, Llc
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Independent Advisor Alliance
|
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|
|
|
|
Charles Schwab Investment Management Inc
|
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|
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Diversify Advisory Services, LLC
|
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Mutual Advisors, LLC
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SOL Capital Management CO
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|
Bay Rivers Group
|
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Certified Advisory Corp
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Flywheel Private Wealth LLC
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J Hagan Capital, Inc.
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Investor's Fiduciary Advisor Network, LLC
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Spinnaker Investment Group, LLC
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Barnes Pettey Financial Advisors, Llc
|
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Beutel, Goodman & Co Ltd.
|
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|
|
Morton Community Bank
|
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Union Bancaire Privee, UBP SA
|
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|
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|
|
Bangor Savings Bank
|
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|
|
Midwest Financial Group LLC
|
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|
Ethos Financial Group, LLC
|
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|
GAMMA Investing LLC
|
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|
|
Apexium Financial, Lp
|
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Fifth Third Wealth Advisors LLC
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Samalin Investment Counsel, LLC
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NWF Advisory Services Inc.
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Hazlett, Burt & Watson, Inc.
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Washington Trust Advisors, Inc.
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Cove Private Wealth, LLC
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Global Assets Advisory, LLC
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|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
ICLAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Conservative Portfolio A
|
|
|
|
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Comprehensive Financial Planning, Inc./PA
|
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SRB Corp
|
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|
Asset Management One Co., Ltd.
|
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EQL - ALPS ETF Trust - Alps Equal Sector Weight ETF
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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CIBC Private Wealth Group, LLC
|
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Equitable Holdings, Inc.
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Steward Partners Investment Advisory, Llc
|
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WESPAC Advisors SoCal, LLC
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Simmons Bank
|
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Riggs Asset Managment Co. Inc.
|
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Jain Global LLC
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Summit Financial, LLC
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Ameritas Investment Partners, Inc.
|
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Evolution Wealth Advisors, LLC
|
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Ancora Advisors, LLC
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|
|
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Prime Capital Investment Advisors, LLC
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WCG Wealth Advisors LLC
|
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|
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Verity Asset Management, Inc.
|
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|
|
|
First Citizens Bank & Trust Co
|
|
|
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Country Club Bank /gfn
|
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|
|
Advisory Services Network, LLC
|
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Readystate Asset Management Lp
|
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Farmers Trust Co
|
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Pinney & Scofield, Inc.
|
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|
|
|
Td Private Client Wealth Llc
|
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St. Johns Investment Management Company, LLC
|
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|
|
|
Stillwater Capital Advisors, LLC
|
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|
|
Ubs Oconnor Llc
|
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|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
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|
|
Central Bank & Trust Co
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Stone House Investment Management, LLC
|
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|
Colonial Trust Co / SC
|
|
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|
|
Advisor Resource Council
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
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|
Snowden Capital Advisors LLC
|
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|
|
Adirondack Trust Co
|
|
|
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|
Colonial River Wealth Management, LLC
|
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|
Kagan Cocozza Asset Management
|
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|
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|
|
BRYN MAWR TRUST Co
|
|
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|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
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|
|
|
|
Investment Advisory Services Inc /tx /adv
|
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|
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|
Rebalance, Llc
|
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|
|
Camelot Technology Advisors, Inc.
|
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|
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|
Laurel Wealth Advisors LLC
|
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|
Hilltop Holdings Inc.
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
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|
|
Murphy & Mullick Capital Management Corp
|
|
|
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|
|
Bayesian Capital Management, LP
|
|
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|
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Fiduciary Planning LLC
|
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|
MKT Advisors LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Actinver Wealth Management, Inc.
|
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|
|
|
|
Millennium Management Llc
|
|
|
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Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
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|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
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|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
LCR - Managed Portfolio Series - Leuthold Core ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Envision Financial Planning, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
MPRO - Northern Lights Fund Trust IV - Monarch ProCap ETF
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
SECT - Northern Lights Fund Trust IV - Main Sector Rotation ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
SNAV - Collaborative Investment Series Trust - Mohr Sector Navigator ETF
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
WEEL - Tidal Trust II - Peerless Option Income Wheel ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
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|
Deltec Asset Management Llc
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Tidemark, LLC
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
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Bank Of Montreal /can/
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Armstrong Advisory Group, Inc
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First Horizon Advisors, Inc.
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Richwood Investment Advisors, LLC
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Morgan Stanley
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Global View Capital Management LLC
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Financial Insights, Inc.
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Foster Dykema Cabot & Partners, Llc
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Cornerstone Advisors, LLC
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Resolute Wealth Strategies, LLC
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Potomac Fund Management Inc /adv
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My Personal CFO, LLC
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Quadcap Wealth Management, LLC
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Brookwood Investment Group LLC
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Menora Mivtachim Holdings Ltd.
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Nissay Asset Management Corp /japan/ /adv
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Dohj, Llc
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Interchange Capital Partners, LLC
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Okabena Investment Services Inc
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Greenwood Gearhart Inc
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Fiduciary Alliance LLC
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Callan Capital, LLC
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Pictet North America Advisors SA
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Fortis Advisors, LLC
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Cladis Investment Advisory, LLC
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United Bank
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Colton Groome Financial Advisors, Llc
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Horizon Financial Services, Llc
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Advisor Group Holdings, Inc.
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Allen Capital Group, LLC
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Grant/GrossMendelsohn, LLC
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Pure Financial Advisors, Inc.
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First Merchants Corp
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Retireful, LLC
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ORG Partners LLC
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Milestone Investment Advisors LLC
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Garden State Investment Advisory Services LLC
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Allie Family Office LLC
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Titleist Asset Management, Llc
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Umb Bank N A/mo
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Symphony Financial Services, Inc.
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Horizon Family Wealth, Inc.
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Armor Investment Advisors, LLC
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Auxano Advisors, LLC
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Modera Wealth Management, LLC
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Crewe Advisors LLC
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JNBA Financial Advisors
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Leigh Baldwin & Co., Llc
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MBE Wealth Management, LLC
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Glen Eagle Advisors, LLC
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Conservest Capital Advisors, Inc.
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Red Crane Wealth Management, Llc
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Resources Management Corp /ct/ /adv
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Relyea Zuckerberg Hanson LLC
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Ausdal Financial Partners, Inc.
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Glenmede Trust Co Na
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Stephenson National Bank & Trust
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Skopos Labs, Inc.
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Silverlake Wealth Management Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Capital Investment Counsel, Inc
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Intellectus Partners, LLC
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CVA Family Office, LLC
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L.m. Kohn & Company
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Fulcrum Equity Management
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Adams Diversified Equity Fund, Inc.
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Fourth Dimension Wealth, LLC
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Beaumont Financial Advisors, LLC
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CIBC World Markets Inc.
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Lodestar Private Asset Management Llc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Rialto Wealth Management, LLC
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Westside Investment Management, Inc.
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Investment Partners Asset Management, Inc.
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Johnson Financial Group, Inc.
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1832 Asset Management L.P.
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Grantvest Financial Group LLC
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Traction Financial Partners, LLC
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Private Capital Management, LLC
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Headlands Technologies LLC
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Level Four Advisory Services, Llc
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Curat Global, LLC
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WealthPLAN Partners, LLC
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Us Bancorp \de\
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HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
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Comprehensive Wealth Management, LLC
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Provident Co of the Employees of the Hebrew University LTD
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Chemung Canal Trust Co
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Summit Trail Advisors, Llc
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Citizens Financial Group Inc/ri
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Byrne Financial Freedom, Llc
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Capital Insight Partners, Llc
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Managed Asset Portfolios, Llc
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Northeast Financial Consultants Inc
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Spinnaker Trust
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Future Financial Wealth Managment LLC
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SkyOak Wealth, LLC
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Simplex Trading, Llc
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Wiley Bros.-aintree Capital, Llc
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Morling Financial Advisors, LLC
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Childress Capital Advisors, Llc
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Castle Rock Wealth Management, LLC
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Key Client Fiduciary Advisors, LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
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Northern Trust Corp
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JPL Wealth Management, LLC
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Safe Harbor Fiduciary, LLC
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First Citizens Financial Corp
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Cary Street Partners Financial Llc
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D. E. Shaw & Co., Inc.
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Smith, Moore & Co.
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Pacific Wealth Strategies Group, Inc.
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Iowa State Bank
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Deutsche Bank Ag\
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Balentine LLC
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ARS Wealth Advisors Group, LLC
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Thrive Capital Management, LLC
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Frisch Financial Group, Inc.
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First National Trust Co
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Ellis Investment Partners, LLC
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Perigon Wealth Management, LLC
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Stockman Wealth Management, Inc.
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Kingstone Capital Partners Texas, LLC
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Autumn Glory Partners, LLC
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AE Wealth Management LLC
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Trust Co Of Oklahoma
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Transcend Wealth Collective, Llc
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Sagespring Wealth Partners, Llc
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Peoples Financial Services Corp.
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Analyst IMS Investment Management Services Ltd.
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Quotient Wealth Partners, LLC
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KPP Advisory Services LLC
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Measured Wealth Private Client Group, LLC
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Nwi Management Lp
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Global Wealth Strategies & Associates
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Us Financial Advisors, Llc
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Knuff & Co LLC
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Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
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Objective Capital Management, LLC
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Mesirow Financial Investment Management, Inc.
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Navis Wealth Advisors, LLC
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Talisman Wealth Advisors LLC
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BankPlus Trust Department
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Prospera Financial Services Inc
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NewEdge Wealth, LLC
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TruNorth Capital Management, LLC
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Insigneo Advisory Services, Llc
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Costello Asset Management, INC
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Columbus Macro, LLC
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Proffitt & Goodson Inc
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Promus Capital, LLC
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RMB Capital Management, LLC
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Citadel Advisors Llc
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Quattro Financial Advisors Llc
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Group One Trading, L.p.
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Farther Finance Advisors, LLC
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Capital Analysts, Inc.
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KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
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Vontobel Holding Ltd.
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Sentinel Trust Co Lba
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Carr Financial Group Corp
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Parallel Advisors, LLC
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APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
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Granite Harbor Advisors, Inc.
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Global Endowment Management, LP
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EPG Wealth Management LLC
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GPS Wealth Strategies Group, LLC
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Optimum Investment Advisors
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Financial Perspectives, Inc
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Russell Investments Group, Ltd.
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Creative Planning
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Bolthouse Investments, LLC
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Accredited Investor Services, Llc
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Edmond De Rothschild Holding S.a.
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Cornerstone Planning Group LLC
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CX Institutional
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Crew Capital Management, Ltd.
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Swan Global Investments, LLC
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Passaic Partners LLC
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Brave Asset Management Inc
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PFG Investments, LLC
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Trust Co
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Legend Financial Advisors, Inc.
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TD Waterhouse Canada Inc.
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Pathstone Holdings, LLC
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Montecito Bank & Trust
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Silverleafe Capital Partners, LLC
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WPG Advisers, LLC
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Sand Hill Global Advisors, LLC
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Signature Estate & Investment Advisors Llc
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BTG Pactual Asset Management US LLC
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Affiance Financial, LLC
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Purkiss Capital Advisors LLC
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DT Investment Partners, LLC
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Tudor Investment Corp Et Al
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Inscription Capital, LLC
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Wallington Asset Management, LLC
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Caxton Associates Llp
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
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Mml Investors Services, Llc
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CAPROCK Group, Inc.
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Huntleigh Advisors, Inc.
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Moneta Group Investment Advisors Llc
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Sunbelt Securities, Inc.
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Purus Wealth Management, LLC
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Acorns Advisers, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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WESPAC Advisors, LLC
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Cambria Investment Management, L.P.
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Strategic Advisors LLC
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Fortem Financial Group, Llc
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GGSIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Strategy Portfolio Institutional
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Pettyjohn, Wood & White, Inc
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17 Capital Partners, Llc
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Bank of New York Mellon Corp
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Occidental Asset Management, LLC
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Narus Financial Partners, LLC
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Bailard, Inc.
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Lyell Wealth Management, Lp
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Centric Wealth Management
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LexAurum Advisors, LLC
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Moment Partners, LLC
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Beacon Capital Management, LLC
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Union Savings Bank
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ABLE Financial Group, LLC
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Intrepid Financial Planning Group LLC
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1 North Wealth Services Llc
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Shum Financial Group, Inc.
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Interactive Financial Advisors
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|
Massmutual Trust Co Fsb/adv
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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Victory Financial Group, Llc
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Annex Advisory Services, LLC
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Elevatus Welath Management
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Bouchey Financial Group Ltd
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Strategic Financial Concepts, LLC
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Cape Investment Advisory, Inc.
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Bank Of Hawaii
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Access Financial Services, Inc.
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Wolf Group Capital Advisors
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Benchmark Investment Advisors LLC
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HTDAX - Two Roads Shared Trust - Hanlon Tactical Dividend and Momentum Fund Class A Shares
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Sfmg, Llc
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Duncker Streett & Co Inc
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Sequent Asset Management, LLC
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Scarborough Advisors, LLC
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SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF
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Quantinno Capital Management LP
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Ameriflex Group, Inc.
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BLB&B Advisors, LLC
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Long Run Wealth Advisors, LLC
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Seven Springs Wealth Group, LLC
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CMG Global Holdings, LLC
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Councilmark Asset Management, LLC
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United Advisor Group, LLC
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Lokken Investment Group LLC
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Concurrent Investment Advisors, LLC
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Journey Strategic Wealth Llc
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Estate Counselors, LLC
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Fairvoy Private Wealth, LLC
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Rockbridge Investment Management, LCC
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Morse Asset Management, Inc
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Peterson Wealth Management
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HBW Advisory Services LLC
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Team Financial Group, LLC
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Alliancebernstein L.p.
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Patten & Patten Inc/tn
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CBIZ Investment Advisory Services, LLC
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StrongBox Wealth, LLC
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Holistic Planning, LLC
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Hm Payson & Co
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Forum Financial Management, LP
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First Command Advisory Services, Inc.
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Colony Group, LLC
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EP Wealth Advisors, Inc.
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Fluent Financial, LLC
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RPG Investment Advisory, LLC
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AlTi Global, Inc.
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JTC Employer Solutions Trusteee Ltd
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Ascent Group, LLC
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Liberty One Investment Management, Llc
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BlackRock, Inc.
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Trilogy Capital Inc.
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Portland Financial Advisors Inc
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We Are One Seven, LLC
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Financial Advocates Investment Management
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Atlas Private Wealth Advisors
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Encompass More Asset Management
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Oxinas Partners Wealth Management LLC
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Eq Wealth Advisors, Llc
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Selway Asset Management
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Gamco Investors, Inc. Et Al
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Financial Gravity Companies, Inc.
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Friedenthal Financial
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Symphony Financial, Ltd. Co.
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Cantor Fitzgerald, L. P.
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Sherman Asset Management, Inc.
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Avalon Trust Co
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Signature Securities Group Corporation
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Regions Financial Corp
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Paradigm Financial Partners, Llc
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Turtle Creek Wealth Advisors, LLC
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Marshall Wace, Llp
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
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Coastal Bridge Advisors, LLC
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Pines Wealth Management, LLC
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Strategic Blueprint, LLC
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High Note Wealth, LLC
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Choate Investment Advisors
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Penobscot Wealth Management
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Talon Private Wealth, LLC
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Gleason Group, Inc.
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Forefront Wealth Partners, LLC
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Crowley Wealth Management, Inc.
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Stonebridge Financial Planning Group, LLC
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GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
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McAdam, LLC
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Wells Fargo & Company/mn
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State Of Michigan Retirement System
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Walleye Trading LLC
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Amplius Wealth Advisors, LLC
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Tompkins Financial Corp
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Maltin Wealth Management, Inc.
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Insight Advisors, LLC/ PA
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Twin Peaks Wealth Advisors, LLC
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TrueWealth Advisors, LLC
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CWA Asset Management Group, LLC
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First Long Island Investors, LLC
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Brookstone Capital Management
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BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
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IMLAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Moderate Growth Portfolio A
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JBR Co Financial Management Inc
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Acorn Wealth Advisors, LLC
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FineMark National Bank & Trust
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Resources Investment Advisors, LLC.
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Huntington National Bank
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Contravisory Investment Management, Inc.
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Susquehanna International Group, Llp
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National Bank Of Canada /fi/
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Pinnacle Financial Group, LLC / IL
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Sage Capital Advisors,llc
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Center for Financial Planning, Inc.
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Mitchell Mcleod Pugh & Williams Inc
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Perkins Coie Trust Co
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Webster Bank, N. A.
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Kaydan Wealth Management, Inc.
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SageView Advisory Group, LLC
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LGT Financial Advisors LLC
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Northstar Advisory Group, LLC
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RiverGlades Family Offices LLC
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Pcg Asset Management, Llc
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Bank of Jackson Hole Trust
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Wellington Management Group Llp
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SCS Capital Management LLC
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Perbak Capital Partners LLP
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Breed's Hill Capital LLC
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Zions Bancorporation, National Association /ut/
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Sovereign Financial Group, Inc.
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Brinker Capital Investments, LLC
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Goldentree Asset Management Lp
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Measured Risk Portfolios, Inc.
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Western Wealth Management, LLC
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Whitener Capital Management, Inc.
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Credential Qtrade Securities Inc.
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Exencial Wealth Advisors, Llc
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Sandy Spring Bank
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Putnam Fl Investment Management Co
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ARS Investment Partners, LLC
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Riverpoint Wealth Management Holdings, LLC
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BancorpSouth Bank
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Squarepoint Ops LLC
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Tower Research Capital LLC (TRC)
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Diligent Investors, LLC
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Capstone Wealth Management Group LLC
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Boreal Capital Management LLC
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Consolidated Portfolio Review Corp
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Shira Ridge Wealth Management
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Milestone Asset Management Group, LLC
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Grassi Investment Management
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Brown Advisory Inc
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DSG Capital Advisors, LLC
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Parkside Advisors LLC
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Cardiff Park Advisors, Llc
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MONECO Advisors, LLC
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Atlantic Trust, LLC
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Clare Market Investments LLC
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Winch Advisory Services, LLC
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Private Client Services, Llc
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One Day In July LLC
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Innealta Capital, Llc
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Spire Wealth Management
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
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Hallmark Capital Management Inc
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Pinnacle Financial Partners Inc
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Oppenheimer Asset Management Inc.
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Charter Trust Co
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Asset Dedication, LLC
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Apollon Wealth Management, LLC
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Ntv Asset Management Llc
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Exchange Capital Management, Inc.
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Family Management Corp
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National Asset Management, Inc.
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Kozak & Associates, Inc.
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Bradley Foster & Sargent Inc/ct
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Sig Brokerage, Lp
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Everett Harris & Co /ca/
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Barrett & Company, Inc.
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First Trust Advisors Lp
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Edgestream Partners, L.P.
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Heritage Wealth Management, Inc.
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Zullo Investment Group, Inc.
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Raab & Moskowitz Asset Management LLC
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Truvestments Capital Llc
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VisionPoint Advisory Group, LLC
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First Bancorp, Inc /ME/
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Acima Private Wealth, Llc
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Icapital Wealth Llc
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Pacific Capital Wealth Advisors, Inc
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Cassaday & Co Wealth Management LLC
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Clay Northam Wealth Management, LLC
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Sheaff Brock Investment Advisors, LLC
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Asset Allocation Strategies LLC
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Marco Investment Management Llc
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Raymond James Financial Inc
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Stone Point Wealth LLC
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Castle Wealth Management Llc
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Front Row Advisors LLC
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Strengthening Families & Communities, LLC
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O'ROURKE & COMPANY, Inc
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Betterment LLC
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SeaBridge Investment Advisors LLC
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Paladin Advisory Group, LLC
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Foronjy Financial Llc
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Invesco Ltd.
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Bokf, Na
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SJS Investment Consulting Inc.
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Hudock, Inc.
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Avion Wealth
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Bleakley Financial Group, LLC
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Busey Wealth Management
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Associated Banc-corp
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Cinctive Capital Management LP
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Shulman DeMeo Asset Management LLC
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Roman Butler Fullerton & Co
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Adviser Investments LLC
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Tableaux Llc
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Members Wealth Llc
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MCF Advisors LLC
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Knollwood Investment Advisory, LLC
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Thoma Capital Management LLC
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Sage Mountain Advisors LLC
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Venture Visionary Partners LLC
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FTGOX - Ultimus Managers Trust - Westwood Broadmark Tactical Growth Fund C Class Shares
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Pallas Capital Advisors LLC
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Vestor Capital, Llc
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Strategy Asset Managers Llc
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Evolution Wealth Management Inc.
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Eastern Bank
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ISEIX - Voya PARTNERS INC - Voya Index Solution 2035 Portfolio Class I
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Empire Financial Management Company, LLC
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Magnolia Capital Advisors Llc
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Toroso Investments, LLC
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SP Asset Management LLC
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IFG Advisory, LLC
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Good Life Advisors, LLC
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AMG National Trust Bank
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First Manhattan Co
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Bristlecone Advisors, LLC
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Luken Investment Analytics, LLC
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Allworth Financial LP
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Valmark Advisers, Inc.
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Claris Financial LLC
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Blue Bell Private Wealth Management, Llc
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Toth Financial Advisory Corp
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Legacy Investment Solutions, LLC
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IMZ Advisory Inc
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Vicus Capital
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W.G. Shaheen & Associates DBA Whitney & Co
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Patten Group, Inc.
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Fiduciary Group LLC
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Richardson Financial Services Inc.
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Peterson Wealth Services
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Prestige Wealth Management Group LLC
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Wambolt & Associates, LLC
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Wbh Advisory Inc
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Wealthspire Advisors, LLC
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Clear Creek Financial Management, LLC
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Peregrine Asset Advisers, Inc.
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Hamilton Point Investment Advisors, LLC
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Yelin Lapidot Holdings Management Ltd.
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Colonial Trust Advisors
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Smith Anglin Financial, LLC
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United Capital Financial Advisers, Llc
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Burling Wealth Partners, Llc
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Keel Point, LLC
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Dearborn Partners Llc
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U.S. Capital Wealth Advisors, LLC
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Cornerstone Total Return Fund Inc
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Nixon Peabody Trust Co
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UMA Financial Services, Inc.
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Miller Investment Management, LP
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RMR Wealth Builders
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tru Independence LLC
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Moors & Cabot, Inc.
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Abbot Financial Management, Inc.
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Clarity Financial LLC
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Wood Tarver Financial Group, LLC
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Alpha Wealth Funds, LLC
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Park Square Financial Group, LLC
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Hudson Bay Capital Management LP
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DHJJ Financial Advisors, Ltd.
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Quantitative Investment Management, LLC
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Asset Advisors Investment Management, LLC
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Larson Financial Group LLC
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HBK Sorce Advisory LLC
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GIPIX - GOLDMAN SACHS TRUST - Goldman Sachs Balanced Strategy Portfolio Institutional
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Neuberger Berman Group LLC
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Stapp Wealth Management, Pllc
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Beacon Pointe Advisors, LLC
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Pinnacle Associates Ltd
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Ameraudi Asset Management, Inc.
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Jacobi Capital Management LLC
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Matthew Goff Investment Advisor, LLC
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Equitable Trust Co
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Main Street Financial Solutions, LLC
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Keybank National Association/oh
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STAR Financial Bank
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WESCAP Management Group, Inc.
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Hillcrest Wealth Advisors - NY, LLC
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Cushing Capital Partners, LLC
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Fairfield Financial Advisors, LTD
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Wealthfront Advisers Llc
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Berger Financial Group, Inc
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State Street Corp
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Sterling Investment Management, Inc.
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Transce3nd, LLC
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Heritage Wealth Advisors
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Thomasville National Bank
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Thompson Davis & Co., Inc.
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Victory Capital Management Inc
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Aptus Capital Advisors, LLC
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|
Arista Wealth Management, LLC
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FLC Capital Advisors
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CarsonAllaria Wealth Management, Ltd.
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|
Curtis Advisory Group, LLC
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Centricity Wealth Management, LLC
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Park Avenue Securities Llc
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|
DAVENPORT & Co LLC
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|
Gerber Kawasaki Wealth & Investment Management
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
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|
Gryphon Financial Partners LLC
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|
Indiana Trust & Investment Management CO
|
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|
Orion Portfolio Solutions, LLC
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|
Roxbury Financial LLC
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ORG Wealth Partners, LLC
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|
Investors Research Corp
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|
Lbmc Investment Advisors, Llc
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Dakota Wealth Management
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First Heartland Consultants, Inc.
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|
Elk River Wealth Management, LLC
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BlueCrest Capital Management Ltd
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|
Crews Bank & Trust
|
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|
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|
PFG Advisors
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|
|
|
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|
Retirement Capital Strategies
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|
|
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|
Cercano Management LLC
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|
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|
V2 Financial group LLC
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|
Wagner Wealth Management, Llc
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|
BCS Wealth Management
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|
Lowe Wealth Advisors, LLC
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|
Compton Financial Group, LLC
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|
Nations Financial Group Inc, /ia/ /adv
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|
Financial Advisory Corp
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|
Element Pointe Advisors, Llc
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|
Kuhn & Co Investment Counsel
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Dimension Capital Management Llc
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Multi-Strategy Alternatives Portfolio Institutional Shares
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
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|
|
|
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|
Painted Porch Advisors LLC
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|
Generali Investments, Management Co LLC
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|
Chicago Partners Investment Group LLC
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|
Roble, Belko & Company, Inc
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|
Platform Technology Partners
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|
Prosperity Consulting Group, LLC
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|
Calamos Wealth Management LLC
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|
Thoroughbred Financial Services, Llc
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
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Farmers & Merchants Investments Inc
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|
Ashton Thomas Securities, Llc
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|
TD Capital Management LLC
|
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|
Hanson & Doremus Investment Management
|
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|
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|
Meiji Yasuda Life Insurance Co
|
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|
Cerity Partners LLC
|
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|
GLOW - Victory Portfolios II - VictoryShares WestEnd Global Equity ETF
|
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|
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|
|
MGB Wealth Management, LLC
|
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|
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|
Alps Advisors Inc
|
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|
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|
Evercore Wealth Management, LLC
|
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|
Krilogy Financial LLC
|
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|
Intrepid Capital Management Inc
|
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|
Chesapeake Wealth Management
|
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Heartwood Wealth Advisors LLC
|
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|
BW Gestao de Investimentos Ltda.
|
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Donald L. Hagan, LLC
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Hantz Financial Services, Inc.
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Donaldson Capital Management, Llc
|
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Oxford Financial Group Ltd
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Private Wealth Advisors, LLC
|
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|
Rakuten Securities, Inc.
|
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|
|
Verdence Capital Advisors LLC
|
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Kilter Group LLC
|
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|
Fifth Third Bancorp
|
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|
Magnus Financial Group LLC
|
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|
Fragasso Group Inc.
|
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|
Flagship Private Wealth, LLC
|
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|
Crescent Grove Advisors, LLC
|
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|
City Holding Co
|
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|
Gotham Asset Management, LLC
|
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|
Stephens Inc /ar/
|
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|
Moore Capital Management, Lp
|
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|
Sawyer & Company, Inc
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Fulcrum Capital LLC
|
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|
James Investment Research Inc
|
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|
Ckw Financial Group
|
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|
Highline Wealth Partners Llc
|
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|
Gables Capital Management Inc.
|
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|
Retirement Planning Group
|
|
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Dynamic Wealth Strategies, LLC
|
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|
May Hill Capital, LLC
|
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|
Valley National Advisers Inc
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Nbt Bank N A /ny
|
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|
GoalFusion Wealth Management, LLC
|
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|
Wsfs Capital Management, Llc
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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Cooper Financial Group
|
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Sender Co & Partners, Inc.
|
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Addison Advisors LLC
|
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ISQAX - Voya PARTNERS INC - Voya Solution 2035 Portfolio Class ADV
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Slow Capital, Inc.
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Rappaport Reiches Capital Management, LLC
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Petredis Investment Advisors Llc
|
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Private Trust Co Na
|
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Ballentine Partners, LLC
|
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Atomi Financial Group, Inc.
|
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SOA Wealth Advisors, LLC.
|
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Olistico Wealth, LLC
|
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Gw Henssler & Associates Ltd
|
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|
Bfsg, Llc
|
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First National Bank & Trust Co Of Newtown
|
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|
Balboa Wealth Partners
|
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|
Freestone Capital Holdings, LLC
|
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Icon Wealth Advisors, LLC
|
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Brady Family Wealth, Llc
|
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Mpwm Advisory Solutions, Llc
|
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D.a. Davidson & Co.
|
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Federation des caisses Desjardins du Quebec
|
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Voya Financial Advisors, Inc.
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Dagco, Inc.
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Hopwood Financial Services, Inc.
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Commonwealth Equity Services, Llc
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Glassy Mountain Advisors, Inc.
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Peak6 Llc
|
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Strategic Wealth Partners, Ltd.
|
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|
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|
Ledyard National Bank
|
|
|
|
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Ashton Thomas Private Wealth, LLC
|
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|
|
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|
Centaurus Financial, Inc.
|
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|
|
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|
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
|
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|
Matrix Private Capital Group Llc
|
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|
1st Source Bank
|
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Integral Investment Advisors, Inc.
|
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Compass Wealth Management, LLC/GA
|
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BigSur Wealth Management LLC
|
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|
|
|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
|
|
|
|
|
Janney Capital Management LLC
|
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|
|
Providence First Trust Co
|
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|
Doliver Advisors, Lp
|
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|
EMPB - EA Series Trust - Efficient Market Portfolio Plus ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
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|
Full Sail Capital, LLC
|
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|
Koshinski Asset Management, Inc.
|
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|
Perritt Capital Management Inc
|
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|
Plimoth Trust Co Llc
|
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|
3EDGE Asset Management, LP
|
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|
|
Maseco Llp
|
|
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|
|
Provenance Wealth Advisors, LLC
|
|
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|
|
|
Chilton Capital Management Llc
|
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|
|
Birinyi Associates Inc
|
|
|
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|
Fort Point Capital Partners LLC
|
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|
Camden Capital, LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
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|
|
|
|
Advisors Capital Management, LLC
|
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|
|
|
Gsa Capital Partners Llp
|
|
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|
|
|
Windsor Capital Management, LLC
|
|
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|
|
Belmont Capital, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
IDXKX - Voya PARTNERS INC - Voya Index Solution 2040 Portfolio Class ADV
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
IMOAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Moderate Portfolio A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Chicago Wealth Management, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
SDRAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Fund Class A Shares
|
|
|
|
|
|
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I
|
|
|
|
|
|
Dai-ichi Life Holdings, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
QMLFX - Advisors Preferred Trust - Quantified Market Leaders Fund Investor Class Shares
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
McGuire Investment Group, LLC
|
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|
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|
