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Kavar Capital Partners Group, Llc
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Stone Point Wealth LLC
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Commerce Bank
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Elmwood Wealth Management, Inc.
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River Wealth Advisors LLC
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Pitcairn Co
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Stephens Inc /ar/
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Full Sail Capital, LLC
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Samalin Investment Counsel, LLC
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BlackRock, Inc.
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Armstrong Advisory Group, Inc
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Linscomb & Williams, Inc.
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Fiduciary Advisors, Inc.
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Bogart Wealth, LLC
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21 West Wealth Management LLC
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Halbert Hargrove Global Advisors, Llc
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Great Lakes Advisors, Llc
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Wescott Financial Advisory Group, LLC
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Baker Avenue Asset Management, LP
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Intergy Private Wealth, LLC
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Addison Advisors LLC
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Discipline Wealth Solutions, LLC
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CNB Bank
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Mather Group, Llc.
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M&t Bank Corp
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DORVAL Corp
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Braun-Bostich & Associates Inc.
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Alerus Financial Na
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Foundation Wealth Management, LLC\PA
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Atomi Financial Group, Inc.
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BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
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Perigon Wealth Management, LLC
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Heritage Trust Co
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Upper Left Wealth Management, LLC
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Professional Financial Advisors, LLC
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Sound Stewardship, LLC
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Jane Street Group, Llc
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UMA Financial Services, Inc.
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Dogwood Wealth Management LLC
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Bleakley Financial Group, LLC
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Nicolet Bankshares Inc
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BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional
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Signature Estate & Investment Advisors Llc
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Nuveen, LLC
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Ritholtz Wealth Management
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BRYN MAWR TRUST Co
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Natixis Advisors, L.p.
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MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
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Commonwealth Equity Services, Llc
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Canopy Partners, LLC
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Ellis Investment Partners, LLC
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CIBC World Markets Inc.
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Wealthcare Capital Management Llc
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Covestor Ltd
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Dynamic Advisor Solutions LLC
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PICTET BANK & TRUST Ltd
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Tsfg, Llc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Droms Strauss Advisors Inc /mo/ /adv
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First National Advisers, LLC
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Richard W. Paul & Associates, LLC
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Corrigan Financial, Inc.
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BayBridge Capital Group, LLC
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Moisand Fitzgerald Tamayo, LLC
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Bell Investment Advisors, Inc
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Putnam Fl Investment Management Co
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Eagle Strategies LLC
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Klingman & Associates, LLC
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BEAM Asset Management, LLC
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JNBA Financial Advisors
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Beaird Harris Wealth Management, LLC
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Tradewinds Capital Management, LLC
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Sandy Spring Bank
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Ancora Advisors, LLC
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GWM Advisors LLC
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Financial Advisory Corp
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Susquehanna International Group, Llp
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Lam Group, Inc.
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Peapack Gladstone Financial Corp
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State of Tennessee, Treasury Department
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Ci Investments Inc.
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Wealthspire Advisors, LLC
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Crewe Advisors LLC
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Sterling Capital Management LLC
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Granite Harbor Advisors, Inc.
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Atria Wealth Solutions, Inc.
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Cornerstone Wealth Advisors, Inc.
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Parkside Financial Bank & Trust
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Berger Financial Group, Inc
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Breakwater Capital Group
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Quantinno Capital Management LP
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Dorsey & Whitney Trust CO LLC
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Trust Co Of Toledo Na /oh/
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IFG Advisors, LLC
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Winch Advisory Services, LLC
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Kathleen S. Wright Associates Inc.
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Synovus Financial Corp
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Independence Bank of Kentucky
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IFP Advisors, Inc
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Cerity Partners LLC
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Kingsview Wealth Management, LLC
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Pinney & Scofield, Inc.
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Wsfs Capital Management, Llc
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NorthRock Partners, LLC
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Integrity Financial Corp /WA
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Valeo Financial Advisors, LLC
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Aqr Capital Management Llc
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Nbc Securities, Inc.
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Tobias Financial Advisors, Inc.
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Promus Capital, LLC
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Squire Investment Management Company, LLC
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Claris Advisors, Llc / Mo /
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Wolff Wiese Magana Llc
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REDW Wealth LLC
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Patriot Financial Group Insurance Agency, LLC
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Parkworth Wealth Management, Inc.
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My Personal CFO, LLC
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Kiker Wealth Management, LLC
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Sand Hill Global Advisors, LLC
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Coyle Financial Counsel LLC
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Reston Wealth Management Llc
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KFA Private Wealth Group, LLC
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Cranbrook Wealth Management, LLC
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First Western Trust Bank
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Creative Planning
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Pnc Financial Services Group, Inc.
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First Interstate Bank
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First American Trust, Fsb
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Financial Harvest, LLC
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JMG Financial Group, Ltd.
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Moneta Group Investment Advisors Llc
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Provenance Wealth Advisors, LLC
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GEM Asset Management, LLC
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Anchor Investment Management, LLC
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Roxbury Financial LLC
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Hudson Portfolio Management LLC
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Mariner, LLC
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One Capital Management, LLC
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Bestgate Wealth Advisors, LLC
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Mission Wealth Management, Lp
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Nicolet Advisory Services, Llc
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Crescent Grove Advisors, LLC
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New Covenant Trust Company, N.A.
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Atlantic Trust, LLC
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Ballentine Partners, LLC
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Vestcor Inc
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Atlantic Union Bankshares Corp
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Tranquility Partners, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional
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Skopos Labs, Inc.
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SOA Wealth Advisors, LLC.
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Wedmont Private Capital
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Beacon Capital Management, LLC
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Advisory Services Network, LLC
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Bartlett & Co. Wealth Management Llc
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Rialto Wealth Management, LLC
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Bristlecone Advisors, LLC
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Brucke Financial, Inc.
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Valley National Advisers Inc
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Copperwynd Financial, LLC
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Shoker Investment Counsel, Inc.
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Iron Horse Wealth Management, LLC
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Fifth Third Wealth Advisors LLC
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MAS Advisors LLC
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Total Wealth Planning, Llc
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Presilium Private Wealth, Llc
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Financial Synergies Wealth Advisors, Inc.
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Mason Investment Advisory Services, Inc.
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LPRDX - BlackRock Funds III - BlackRock LifePath Dynamic 2030 Fund Investor A Shares
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Becker Capital Management Inc
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Shakespeare Wealth Management, Inc.
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Tower Research Capital LLC (TRC)
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Magnus Financial Group LLC
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Sentinel Wealth Management, Inc.
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Vannoy Advisory Group, Inc.
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Goldstein Advisors, LLC
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Index Fund Advisors, Inc.
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Truepoint, Inc.
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LongView Wealth Management
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Financial Gravity Companies, Inc.
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Larson Financial Group LLC
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Pacifica Partners Inc.
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Bessemer Group Inc
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Private Wealth Management Group, LLC
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Savant Capital, LLC
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MAI Capital Management
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Hemington Wealth Management
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Probity Advisors, Inc.
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Exchange Traded Concepts, Llc
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Noble Wealth Management PBC
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Nbt Bank N A /ny
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Quadrant Capital Group Llc
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Charles Schwab Trust Co
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Cascade Financial Partners, LLC
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Prosperity Planning, Inc.
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Eastern Bank
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Sincerus Advisory, LLC
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Watts Gwilliam & Co., LLC
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Arvest Investments, Inc.
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EverSource Wealth Advisors, LLC
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FSC Wealth Advisors, LLC
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Cornerstone Management, Inc.
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McAdam, LLC
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SCS Capital Management LLC
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Brown, Lisle/cummings, Inc.
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Thrivent Financial For Lutherans
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Sei Investments Co
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RBF Capital, LLC
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Mutual Advisors, LLC
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Main Street Group, LTD
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Fee-Only Financial Planning, L.C.
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Bank Of Hawaii
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RPg Family Wealth Advisory, LLC
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Modern Wealth Management, LLC
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PBMares Wealth Management LLC
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Ashton Thomas Private Wealth, LLC
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Nicholas Hoffman & Company, LLC.
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Beckerman Institutional, LLC
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Fi3 FINANCIAL ADVISORS, LLC
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McLean Asset Management Corp
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Strategic Wealth Partners, Ltd.
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Shore Point Advisors, LLC
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MFA Wealth Services
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Wealth Preservation Advisors, LLC
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LPL Financial LLC
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Citizens Financial Group Inc/ri
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Qube Research & Technologies Ltd
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|
HSCZ - iSHARES TRUST - iShares Currency Hedged MSCI EAFE Small-Cap ETF
|
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|
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|
Integrated Capital Management, LLC
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|
Jones Financial Companies Lllp
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Truist Financial Corp
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Webster Bank, N. A.
|
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|
Sage Mountain Advisors LLC
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|
Dynamic Financial Group
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|
XTX Topco Ltd
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Midwest Trust Co
|
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|
Efficient Advisors, LLC
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Integrated Wealth Concepts LLC
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Betterment LLC
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United Capital Financial Advisers, Llc
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Archer Investment Management, LLC
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Trust Co Of Vermont
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Harbor Asset Planning, Inc.
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Longview Financial Advisors LLC
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Omega Financial Group, LLC
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Fifth Third Bancorp
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Hantz Financial Services, Inc.
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Cardiff Park Advisors, Llc
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Williams & Novak, LLC
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|
Park Avenue Securities Llc
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
|
VIOPX - VALIC Co I - International Opportunities Fund
|
|
|
|
|
|
Spire Wealth Management
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|
|
|
Harbor Advisory Corp /ma/
|
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|
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|
O'shaughnessy Asset Management, Llc
|
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|
Citizens National Bank Trust Department
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Stephens Consulting, LLC
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Austin Private Wealth, LLC
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|
Murphy & Mullick Capital Management Corp
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Sowell Financial Services LLC
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Latitude Advisors, LLC
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Maltin Wealth Management, Inc.
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|
Fonville Wealth Management LLC
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Oppenheimer & Co Inc
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|
Thompson Siegel & Walmsley Llc
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Walkner Condon Financial Advisors LLC
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Burkett Financial Services, Llc
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Oakworth Capital, Inc.
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TFC Financial Management
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Russell Investments Group, Ltd.
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|
BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
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|
Old Mission Capital Llc
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|
Ameriprise Financial Inc
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|
Hi-Line Capital Management, LLC
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|
Beaumont Financial Advisors, LLC
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|
Park Place Capital Corp
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|
Continuum Advisory, LLC
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|
LTG Capital LLC
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Whittier Trust Co Of Nevada Inc
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|
Sunbelt Securities, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Boston Private Wealth Llc
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Mesirow Financial Investment Management, Inc.
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|
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF
|
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|
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|
Providence Capital Advisors, LLC
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|
Glassman Wealth Services
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|
Plancorp, LLC
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Clearwater Capital Advisors, LLC
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J.w. Cole Advisors, Inc.
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Two Sigma Securities, Llc
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Sachetta, LLC
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|
Benjamin Edwards Inc
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Financial Perspectives, Inc
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MB Generational Wealth, LLC
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|
Aspiriant, Llc
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|
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Wick Capital Partners, LLC
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Howe & Rusling Inc
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Disciplined Investments, LLC
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Vermillion & White Wealth Management Group, LLC
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Northwestern Mutual Wealth Management Co
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Eq Wealth Advisors, Llc
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|
Spectrum Wealth Counsel, LLC
|
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|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1
|
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|
Fidelis Capital Partners, LLC
|
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Brooklyn FI, LLC
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NorthStar Asset Management LLC /NJ/
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Capital Group Private Client Services, Inc.
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S&t Bank/pa
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Comerica Bank
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Sax Wealth Advisors, Llc
|
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Goldman Sachs Group Inc
|
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SageView Advisory Group, LLC
|
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C M Bidwell & Associates Ltd
|
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Toronto Dominion Bank
|
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DAVENPORT & Co LLC
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Wellington Management Group Llp
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Key FInancial Inc
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Federation des caisses Desjardins du Quebec
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BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
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Moloney Securities Asset Management, LLC
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SJS Investment Consulting Inc.
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MeadowBrook Investment Advisors LLC
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Sovran Advisors, LLC
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Rockingstone Advisors LLC
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Janney Montgomery Scott LLC
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Up Strategic Wealth Investment Advisors Llc
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HighTower Advisors, LLC
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Morris Financial Concepts, Inc.
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LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
|
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Embree Financial Group
|
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Atlantic Edge Private Wealth Management, LLC
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Maia Wealth LLC
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Curio Wealth, Llc
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Blair William & Co/il
|
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Lee Financial Co
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Headinvest, Llc
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Aurelius Family Office LLC
|
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Franklin Resources Inc
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Noble Family Wealth, LLC
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Forum Financial Management, LP
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Signet Financial Management, Llc
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Capital Analysts, Inc.
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Horizon Bancorp Inc /in/
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Ceera Investments, Llc
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GAMMA Investing LLC
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Vise Technologies, Inc.
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GPS Wealth Strategies Group, LLC
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Bank Of Montreal /can/
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Cary Street Partners Financial Llc
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Columbus Macro, LLC
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Diversify Wealth Management, Llc
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Financial Engines Advisors L.L.C.
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Glenmede Investment Management, LP
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Choate Investment Advisors
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Pensionmark Financial Group, Llc
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Hartland & Co., LLC
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Pinnacle Bancorp, Inc.
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Financiere des Professionnels - Fonds d,investissement inc.
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Great Point Wealth Advisors, LLC
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Red Tortoise LLC
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Creative Financial Designs Inc /adv
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D.a. Davidson & Co.
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Us Bancorp \de\
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Cambridge Investment Research Advisors, Inc.
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Greenleaf Trust
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Partnership Wealth Management, LLC
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Golden State Wealth Management, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Deutsche Bank Ag\
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Renaissance Technologies Llc
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TAGStone Capital, Inc.
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Newbridge Financial Services Group, Inc.
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Annex Advisory Services, LLC
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Harbor Investment Advisory, Llc
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Elyxium Wealth, LLC
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Accretive Wealth Partners, LLC
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Hollencrest Capital Management
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Captrust Financial Advisors
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RMB Capital Management, LLC
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Fortis Capital Advisors, LLC
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NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A
|
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PrairieView Partners, LLC
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New Millennium Group LLC
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Alliancebernstein L.p.
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Parallel Advisors, LLC
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Vance Wealth, Inc.
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Trust Co of the South
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Foundation Wealth Management, LLC
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Argent Trust Co
|
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BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A
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Note Advisors, LLC
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Equitable Holdings, Inc.
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Harbour Investments, Inc.
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TD Waterhouse Canada Inc.
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Smartleaf Asset Management LLC
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Bear Mountain Capital, Inc.
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Kestra Private Wealth Services, Llc
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HB Wealth Management, LLC
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|
Aletheian Wealth Advisors LLC
|
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|
Asset Dedication, LLC
|
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|
rebel Financial LLC
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Westmount Partners, LLC
|
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Bokf, Na
|
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Tortoise Investment Management, LLC
|
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Capital Advisors, Ltd. LLC
|
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|
Athena Investment Management
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|
EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB
|
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Brand Asset Management Group, Inc.
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Fisher Asset Management, LLC
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Farther Finance Advisors, LLC
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|
Cherry Tree Wealth Management, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Clune & Associates, Ltd.
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Invesco Ltd.
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Advisor Group Holdings, Inc.
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|
American National Bank
|
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Rockefeller Capital Management L.P.
|
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|
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|
MRP Capital Investments, LLC
|
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|
Transce3nd, LLC
|
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|
Simplicity Wealth,LLC
|
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|
DRW Securities, LLC
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|
Mml Investors Services, Llc
|
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|
American Financial Advisors, LLC
|
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|
Keel Point, LLC
|
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|
Zrc Wealth Management, Llc
|
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|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
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|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Geneos Wealth Management Inc.
|
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|
|
|
|
GFS Advisors, LLC
|
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|
|
|
|
Family Wealth Partners, Llc
|
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|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
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|
JDM Financial Group LLC
|
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|
Sterling Financial Planning, Inc.
|
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|
Vivaldi Capital Management, LLC
|
|
|
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|
Glenmede Trust Co Na
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Nwam Llc
|
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|
|
CBIZ Investment Advisory Services, LLC
|
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|
Courage Miller Partners, LLC
|
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|
Tilson Financial Group, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Frontier Asset Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
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|
|
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|
Global Retirement Partners, LLC
|
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|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park International ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
LPRAX - BlackRock Funds III - BlackRock LifePath Dynamic Retirement Fund Investor A Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
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|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
LPRFX - BlackRock Funds III - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
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|
|
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|
Summit Trail Advisors, Llc
|
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|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Falcon Wealth Planning
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|
Checchi Capital Advisers, LLC
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|
Gladwyn Financial Advisors, Inc.
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|
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|
Jfs Wealth Advisors, Llc
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|
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|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
LPREX - BlackRock Funds III - BlackRock LifePath Dynamic 2040 Fund Investor A Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
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|
Kestra Advisory Services, LLC
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|
Investors Research Corp
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|
Abacus Planning Group, Inc.
|
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|
|
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|
McIlrath & Eck, LLC
|
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|
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|
Modera Wealth Management, LLC
|
|
|
|
|
|
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
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|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
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|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
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|
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
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Wiley Bros.-aintree Capital, Llc
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Miracle Mile Advisors, LLC
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Willow Creek Wealth Management Inc.
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DMG Group, LLC
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Prospera Financial Services Inc
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Wealthfront Advisers Llc
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Oppenheimer Asset Management Inc.
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IMA Wealth, Inc.
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Trust Co
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Raymond James Financial Inc
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Ameriflex Group, Inc.
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WealthCollab, LLC
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Empower Advisory Group, LLC
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First Community Trust Na
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Garrison Point Advisors, Llc
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Integrity Wealth Solutions LLC
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Atlas Capital Advisors Llc
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Creekside Partners
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Envestnet Asset Management Inc
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund
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Private Wealth Asset Management, LLC
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Cobblestone Capital Advisors Llc /ny/
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Werba Rubin Papier Wealth Management
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Future Fund LLC
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High Note Wealth, LLC
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IHT Wealth Management, LLC
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Schoolcraft Capital LLC
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Family Firm, Inc.
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Wright Fund Managment, LLC
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Exencial Wealth Advisors, Llc
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Berkeley, Inc
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Washington Trust Bank
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VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares
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Retirement Planning Group
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Cassaday & Co Wealth Management LLC
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Caldwell Securities, Inc
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Williams Jones Wealth Management, LLC.
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Fourth Dimension Wealth, LLC
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LPJRX - BlackRock Funds III - BlackRock LifePath Dynamic 2035 Fund Class R Shares
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Royal Bank Of Canada
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Busey Wealth Management
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Stratos Wealth Partners, LTD.
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Allworth Financial LP
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Keybank National Association/oh
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Phillips Financial Management, Llc
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Corepath Wealth Partners Llc
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SOUTH STATE Corp
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Regal Investment Advisors LLC
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Essex Financial Services, Inc.
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Collective Family Office Llc
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AE Wealth Management LLC
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MCF Advisors LLC
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Wealthcare Advisory Partners LLC
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Compass Ion Advisors, LLC
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Colony Group, LLC
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CVA Family Office, LLC
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Windward Private Wealth Management Inc.
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Perkins Coie Trust Co
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Steward Partners Investment Advisory, Llc
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Gables Capital Management Inc.
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First Citizens Asset Management, Inc.
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Wooster Corthell Wealth Management, Inc.
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AllSquare Wealth Management LLC
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National Bank Of Canada /fi/
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Lindbrook Capital, Llc
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Cutler Investment Counsel Llc
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Stonehearth Capital Management, LLC
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Whalerock Point Partners, Llc
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Wrapmanager Inc
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Salem Investment Counselors Inc
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Johnson Investment Counsel Inc
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Colonial Trust Co / SC
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St Germain D J Co Inc
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Armstrong, Fleming & Moore, Inc
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Westside Investment Management, Inc.
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LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
|
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Monument Group Wealth Advisors, LLC
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Rosenberg Matthew Hamilton
|
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CoreCap Advisors, LLC
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Whittier Trust Co
|
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Brickley Wealth Management
|
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Regions Financial Corp
|
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Truefg, Llc
|
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Hazlett, Burt & Watson, Inc.
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Savvy Advisors, Inc.
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First Pacific Financial
|
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Adviser Investments LLC
|
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Mill Creek Capital Advisors, LLC
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Hancock Whitney Corp
|
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Caliber Wealth Management, LLC / KS
|
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Principal Securities, Inc.
|
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Vista Wealth Management Group, LLC
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Lpwm Llc
|
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St. Louis Trust Co
|
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Rf&l Wealth Management, Llc
|
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Citadel Advisors Llc
|
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Indiana Trust & Investment Management CO
|
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Belpointe Asset Management LLC
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Richard P Slaughter Associates Inc
|
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|
Fca Corp /tx
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Briaud Financial Planning, Inc
|
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|
Umb Bank N A/mo
|
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|
James J. Burns & Company, LLC
|
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|
BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K
|
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|
|
Acadian Asset Management Llc
|
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|
Signaturefd, Llc
|
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|
Jpmorgan Chase & Co
|
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|
Grove Bank & Trust
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Lake Street Financial Llc
|
|
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|
|
|
Pointe Capital Management LLC
|
|
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|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
Meridian Financial, LLC
|
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|
|
Morgan Stanley
|
|
|
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|
|
Aspect Partners, LLC
|
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|
Huntington National Bank
|
|
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|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Versant Capital Management, Inc
|
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|
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|
|
Alpha Omega Wealth Management LLC
|
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|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
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|
|
Glenview Trust Co
|
|
|
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|
|
Harbor Group, Inc.
|
|
|
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|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Narus Financial Partners, LLC
|
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|
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|
|
Strategic Blueprint, LLC
|
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|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
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|
Johnson Financial Group, LLC
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|
