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