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Rsm Us Wealth Management Llc
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Hunter Associates Investment Management Llc
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O'Connor Financial Group LLC
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Private Trust Co Na
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Callan Family Office, LLC
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Boston Private Wealth Llc
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Ohio National Investments, Inc.
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MidWestOne Financial Group, Inc.
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Warren Averett Asset Management, LLC
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CHURCHILL MANAGEMENT Corp
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Teamwork Financial Advisors, LLC
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
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Raymond James Financial Inc
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William Marsh Rice University
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LongView Wealth Management
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Gerber Kawasaki Wealth & Investment Management
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M3 Advisory Group, LLC
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Parr Mcknight Wealth Management Group, Llc
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Ameriflex Group, Inc.
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Bradley Foster & Sargent Inc/ct
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Caliber Wealth Management, LLC / KS
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Hilltop Wealth Advisors, Llc
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Panoramic Investment Advisors, Llc
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Sather Financial Group Inc
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Bernardo Wealth Planning LLC
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Tidemark, LLC
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SpringVest Wealth Management LLC
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Hollencrest Capital Management
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Detalus Advisors, LLC
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Fortitude Family Office, LLC
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Clear Harbor Asset Management, LLC
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Amussen Hunsaker Associates Llc
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Pines Wealth Management, LLC
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Jackson Wealth Management, LLC
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Argent Trust Co
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N/A - Clayton Street Trust - Protective Life Dynamic Allocation Series - Conservative Portfolio
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Colton Groome Financial Advisors, Llc
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University Of Chicago
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Louisbourg Investments Inc.
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Elk River Wealth Management, LLC
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Foronjy Financial Llc
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Prepared Retirement Institute LLC
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Kayne Anderson Rudnick Investment Management Llc
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Eastern Bank
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PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
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Capital Square, LLC
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Wiser Wealth Management, Inc
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Charter Trust Co
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Alta Advisers Ltd
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New England Private Wealth Advisors LLC
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Axis Capital Holdings Ltd
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Verity Asset Management, Inc.
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Novus Advisors, Llc
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Rice Partnership, LLC
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BCS Wealth Management
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Intelligence Driven Advisers, LLC
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Hamilton Capital, LLC
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Principal Street Partners, LLC
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Aspire Capital Advisors LLC
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Riverview Trust Co
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Lazard Asset Management Llc
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Elwood & Goetz Wealth Advisory Group, LLC
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Leigh Baldwin & Co., Llc
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Voya Investment Management Llc
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Retirement Financial Solutions, Llc
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Fiera Capital Corp
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Lansing Street Advisors
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Founders Capital Management
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Midwest Financial Group LLC
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Legacy Financial Group LLC
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Gentry Private Wealth, Llc
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Cadent Capital Advisors, LLC
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Citigroup Inc
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Gitterman Wealth Management, LLC
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Pennington Partners & Co., Llc
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Astoria Strategic Wealth, Inc.
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MontVue Capital Management, Inc.
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Motley Fool Wealth Management, LLC
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Ledyard National Bank
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Financial Engines Advisors L.L.C.
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Falcon Wealth Planning
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Atlantic Trust, LLC
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White Pine Capital Llc
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Canandaigua National Trust Co of Florida
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Essex Savings Bank
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Mechanics Bank Trust Department
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Walker Financial Services, Inc.
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Mills Wealth Advisors LLC
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Trustmark National Bank Trust Department
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Myecfo, Llc
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Asset Planning Corporation
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Watchman Group, Inc.
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ProVise Management Group, LLC
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NewSquare Capital LLC
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N.E.W. Advisory Services LLC
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Landmark Wealth Management, Inc.
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Rappaport Reiches Capital Management, LLC
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Glenmede Investment Management, LP
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HHM Wealth Advisors, LLC
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Zrc Wealth Management, Llc
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Hurley Capital, LLC
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SkyOak Wealth, LLC
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Hancock Whitney Corp
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Financial Management Professionals, Inc.
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Natixis Advisors, L.p.
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Rps Advisory Solutions Llc
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Fairfield University
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Verde Capital Management
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Firestone Capital Management
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Financial Gravity Companies, Inc.
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Moody Lynn & Lieberson, Llc
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Redhawk Wealth Advisors, Inc.
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Fedenia Advisers LLC
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Patron Partners Advisors, Llc
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Meritas Wealth Management, LLC
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OMERS ADMINISTRATION Corp
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Trexquant Investment LP
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Twele Capital Management, Inc.
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Aviance Capital Partners, LLC
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Shulman DeMeo Asset Management LLC
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Levin Capital Strategies, L.p.
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Weatherly Asset Management L. P.
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Wells Financial Advisors INC
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TSPX - Manager Directed Portfolios - Twin Oak Active Opportunities ETF
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Intelligent Financial Strategies
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Inspire Advisors, LLC
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Capital Counsel Llc/ny
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McClarren Financial Advisors, Inc.
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Rinkey Investments
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Hassell Wealth Management, LLC
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Burke & Herbert Bank & Trust Co
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Stephens Inc /ar/
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Mayport, Llc
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Oak Hill Wealth Advisors, Llc
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Gouws Capital LLC
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Iron Horse Wealth Management, LLC
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Financial Insights, Inc.
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Nissay Asset Management Corp /japan/ /adv
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Lanham O'Dell & Company, Inc.
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Watts Gwilliam & Co., LLC
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Aspiring Ventures, LLC
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Premier Financial Group
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Maseco Llp
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Exchange Capital Management, Inc.
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Westside Investment Management, Inc.
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Schaper Benz & Wise Investment Counsel Inc/wi
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Level Wealth Management LLC
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Founders Grove Wealth Partners, Llc
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Brand Asset Management Group, Inc.
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Sandy Spring Bank
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Cumberland Partners Ltd
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Annis Gardner Whiting Capital Advisors, LLC
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First Bancorp, Inc /ME/
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Bridgewealth Advisory Group, LLC
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E Fund Management Co., Ltd.
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Glaxis Capital Management, LLC
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Arrowroot Family Office, LLC
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Midland Wealth Advisors Llc
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BancorpSouth Bank
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Oarsman Capital, Inc.
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Riversedge Advisors, Llc
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Investment Counsel Co Of Nevada
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JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
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|
Westend Capital Management LLC
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RVW Wealth, LLC
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Retirement Income Solutions, Inc
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CWS Financial Advisors, LLC
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Lane & Associates LLC
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LifeGuide Financial Advisors, LLC
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Segall Bryant & Hamill, Llc
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Waterford Advisors, LLC
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Southern Farm Bureau Life Insurance
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Jim Saulnier & Associates, Llc
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Heartwood Wealth Advisors LLC
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Primoris Wealth Advisors, Llc
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Eq Llc
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Sittner & Nelson, Llc
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Jamison Private Wealth Management, Inc.
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Butensky & Cohen Financial Security, Inc
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Sicart Associates LLC
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Stephens Consulting, LLC
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Baron Silver Stevens Financial Advisors, Llc
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McHugh Group, LLC
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Golden State Equity Partners
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Topsail Wealth Management, LLC
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Bfsg, Llc
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Center for Financial Planning, Inc.
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D.a. Davidson & Co.
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Sanibel Captiva Trust Company, Inc.
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Mittelman Wealth Management
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Midwest Heritage Bank, FSB
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Progeny 3, Inc.
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Stanley-Laman Group, Ltd.
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Karpus Management, Inc.
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PCG Wealth Advisors, LLC
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Apella Capital, LLC
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Catalytic Wealth RIA, LLC
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Strategic Wealth Partners, Ltd.
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Simplicity Wealth,LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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Atlas Private Wealth Advisors
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Sierra Capital LLC
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Avenir Corp
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Ameriprise Financial Inc
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Ruedi Wealth Management, Inc.
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UNIVEST FINANCIAL Corp
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Summit Wealth Partners, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Bay Rivers Group
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Janus Henderson Group Plc
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Heritage Wealth Management, Inc.
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
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Traynor Capital Management, Inc.
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Courage Miller Partners, LLC
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Prasad Wealth Partners, LLC
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RAM Investment Partners, LLC
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Orion Capital Management LLC
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Cambridge Capital Management, Llc
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Eagle Wealth Strategies Llc
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Aptus Capital Advisors, LLC
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Tarbox Family Office, Inc.
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Garrison Point Advisors, Llc
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Davis Capital Management
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Beacon Financial Planning, Inc
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Warburton Capital Management, LLC
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Vident Advisory, LLC
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Miracle Mile Advisors, LLC
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Valued Wealth Advisors LLC
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Summit Investment Advisory Services, LLC
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Everett Harris & Co /ca/
|
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Thomasville National Bank
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Avidian Wealth Solutions, LLC
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Slagle Financial, LLC
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Real Talk Capital, LLC
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Bedell Frazier Investment Counseling, LLC
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Ruane, Cunniff & Goldfarb L.P.
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Washington Trust Advisors, Inc.
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|
State of Tennessee, Treasury Department
|
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Vermillion & White Wealth Management Group, LLC
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Legacy Financial Strategies, LLC
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Great Oak Capital Partners, Llc
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Sage Financial Group Inc
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Asset Allocation & Management Company, LLC
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Decker Retirement Planning Inc.
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Jacobi Capital Management LLC
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Aspire Growth Partners LLC
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Dunhill Financial, LLC
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Tortoise Investment Management, LLC
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West Chester Capital Advisors, Inc
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LWM Advisory Services, LLC
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Amara Financial, Llc.
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Twin Focus Capital Partners, Llc
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Conservest Capital Advisors, Inc.
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Ballast, Inc.
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
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Richmond Investment Services, LLC
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Rise Advisors, LLC
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Canal Capital Management, LLC
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Fielder Capital Group LLC
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|
Elgethun Capital Management
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|
Harbour Capital Advisors, LLC
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Bordeaux Wealth Advisors LLC
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Bragg Financial Advisors, Inc
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Perritt Capital Management Inc
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Orcam Financial Group
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Luminist Capital LLC
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Regatta Capital Group, Llc
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Hikari Power Ltd
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Gotham Asset Management, LLC
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Headlands Technologies LLC
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Ascent Group, LLC
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Lebenthal Global Advisors, LLC
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Team Hewins, LLC
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Reliant Investment Partners, LLC
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Accretive Wealth Partners, LLC
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Independent Family Office, LLC
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Arrow Financial Corp
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Hager Investment Management Services, Llc
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Trilogy Capital Inc.
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Axa S.a.
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Dogwood Wealth Management LLC
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Signature Resources Capital Management, LLC
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Fortem Financial Group, Llc
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LifeSteps Financial, Inc.
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Financial Advocates Investment Management
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Valley Forge Investment Consultants Inc Adv
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Vista Investment Partners Ii, Llc
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Dakota Wealth Management
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|
Retirement Solution Inc.
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|
Securian Funds Trust - SFT Dynamic Managed Volatility Fund
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|
Wellington Shields Capital Management, LLC
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|
Capital Asset Advisory Services LLC
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180 Wealth Advisors, Llc
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PFG Private Wealth Management, LLC
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|
Clg Llc
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|
Ciovacco Capital Management LLC
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|
Albion Financial Group /ut
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|
Avalon Trust Co
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Global Assets Advisory, LLC
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|
BRYN MAWR TRUST Co
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|
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|
Sloy Dahl & Holst, LLC
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Graney & King, LLC
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Spears Abacus Advisors LLC
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Dupree Financial Group, LLC
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Fortis Group Advisors, LLC
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Guerra Advisors Inc
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Olympus Wealth Management, Llc
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Baker Avenue Asset Management, LP
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Smallwood Wealth Investment Management, LLC
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Almanack Investment Partners, LLC.
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Guidance Capital, Inc
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RIA Advisory Group LLC
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RNECX - Mutual Fund & Variable Insurance Trust - Rational/RGN Hedged Equity Fund Class C
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Old North State Wealth Management, LLC
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Partners Wealth Management, Llc
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Great Diamond Partners, LLC
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Vestia Personal Wealth Advisors
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Opes Wealth Management LLC
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Gallagher Fiduciary Advisors, LLC
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M.e. Allison & Co., Inc.
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Souders Financial Advisors
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Summit Place Financial Advisors, LLC
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Paragon Financial Partners, Inc.
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Gratus Wealth Advisors, LLC
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Phillips Wealth Planners LLC
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Twelve Points Wealth Management LLC
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Prentice Wealth Management LLC
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Swisher Financial Concepts, Inc.
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M1 Capital Management LLC
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Arete Wealth Advisors, LLC
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Spinnaker Investment Group, LLC
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Harvest Investment Services, LLC
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626 Financial, LLC
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Eqis Capital Management, Inc.
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Integrity Wealth Solutions LLC
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Armstrong Advisory Group, Inc
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Forte Capital Llc /adv
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Flagship Wealth Advisors, Llc
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Wealth Effects Llc
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First National Corp /ma/ /adv
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Frazier Financial Advisors, LLC
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Capital Advisors Wealth Management, LLC
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Eclectic Associates Inc /adv
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Madison Park Capital Advisors, LLC
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Duncan Williams Asset Management, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
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Guided Capital Wealth Management, LLC
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ARP - Advisors' Inner Circle Fund II - PMV Adaptive Risk Parity ETF
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HBK Sorce Advisory LLC
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Sofos Investments, Inc.
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Ashton Thomas Private Wealth, LLC
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Blackhawk Capital Partners LLC.
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Ballast Advisors Llc
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Spinnaker Trust
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Northeast Financial Group, Inc.
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Absolute Capital Management, LLC
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Abundance Wealth Counselors
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Aquire Wealth Advisors, LLC
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Grandfield & Dodd, Llc
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Significant Wealth Partners LLC
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ForthRight Wealth Management, LLC
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David J Yvars Group
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Moors & Cabot, Inc.
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Tranquility Partners, LLC
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Hudson Bay Capital Management LP
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Copperwynd Financial, LLC
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Abacus Wealth Partners, LLC
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Van Hulzen Asset Management, LLC
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Copley Financial Group, Inc.
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Harbour Investments, Inc.
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Sageworth Trust Co of South Dakota
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Transatlantique Private Wealth Llc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares
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Benchmark Investment Advisors LLC
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Tcfg Wealth Management, Llc
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Tyche Wealth Partners LLC
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MONECO Advisors, LLC
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WNY Asset Management, LLC
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Foster & Motley Inc
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River Street Advisors LLC
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Kcm Investment Advisors Llc
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Good Steward Wealth Advisors,LLC
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LifeGoal Wealth Advisors
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Princeton Capital Management Llc
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Smith Anglin Financial, LLC
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Everest Management Corp.
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LifePlan Investment Advisors, Inc.
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Roberts Glore & Co Inc /il/
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Centerpoint Advisory Group
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General Partner, Inc.
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Welch Group, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Willis Investment Counsel
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SMART Wealth LLC
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Retirement Capital Strategies
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Indie Asset Partners, LLC
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Berger Financial Group, Inc
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Horan Securities, Inc.
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Rexford Capital Inc
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Live Oak Investment Partners
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Edmond De Rothschild Holding S.a.
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Kingdom Financial Group LLC.
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Clarity Wealth Advisors, LLC
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Libra Wealth Llc
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North Point Portfolio Managers Corp/oh
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Essential Planning, LLC.
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Fairman Group, LLC
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Investment Research & Advisory Group, Inc.
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San Luis Wealth Advisors LLC
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SRS Capital Advisors, Inc.
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Core Wealth Partners LLC
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Scott Marsh Financial, LLC
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Focused Wealth Management, Inc
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Soundwatch Capital LLC
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Stokes Capital Advisors, LLC
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West Michigan Advisors, Llc
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JustInvest LLC
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Minot DeBlois Advisors LLC
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Dominguez Wealth Management Solutions, Inc.
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Wagner Wealth Management, Llc
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Blue Square Asset Management, Llc
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Bell Bank
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Bishop & Co Investment Management, LLC
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Main Management LLC
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Murphy & Mullick Capital Management Corp
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Foguth Wealth Management, LLC.
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Gillespie Robinson & Grimm Inc
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Violich Capital Management, Inc.
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Lavaca Capital Llc
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Captrust Financial Advisors
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Beaumont Financial Advisors, LLC
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Atlantic Private Wealth, LLC
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
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Element Pointe Advisors, Llc
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BSW Wealth Partners
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Peachtree Investment Partners, LLC
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Morris Financial Concepts, Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Planning Center, Inc.
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Tradition Wealth Management, LLC
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Alpha Financial Partners, LLC
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PACK Private Wealth, LLC
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Activest Wealth Management
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Westfuller Advisors, LLC
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NorthCrest Asset Manangement, LLC
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Becker Capital Management Inc
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Acorns Advisers, LLC
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Elevatus Welath Management
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Allen Investment Management LLC
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Power Wealth Management Llc
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Advisors Preferred, LLC
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HCR Wealth Advisors
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Visionary Wealth Advisors
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EWG Elevate Inc.
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Curtis Advisory Group, LLC
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Stone Point Wealth LLC
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Shaker Investments Llc/oh
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Aberdeen Wealth Management LLC
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Wealth Management Associates, Inc.
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Apollon Financial, LLC
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Hyperion Capital Advisors LP
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JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
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|
Mallini Complete Financial Planning LLC
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Summit Global Investments
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|
CIBC World Markets Inc.
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|
Moneta Group Investment Advisors Llc
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Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
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Accelerate Investment Advisors LLC
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|
Sentry Investment Management Llc
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Segment Wealth Management, LLC
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Ayrshire Capital Management LLC
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Manuka Financial, LLC
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Magnolia Private Wealth, LLC
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|
Randolph Co Inc
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|
Mattern Wealth Management LLC
|
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|
First Financial Bankshares Inc
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|
Capasso Planning Partners LLC
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|
Peterson Wealth Advisors, LLC
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|
Beacon Wealthcare LLC
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Guardian Wealth Advisors, Llc / Nc
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Willis Johnson & Associates, Inc.
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Sowell Financial Services LLC
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Wells Fargo & Company/mn
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Financial Sense Advisors, Inc.
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Pinkerton Retirement Specialists, LLC
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Cedar Wealth Management, LLC
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Vertex Planning Partners, LLC
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Nbt Bank N A /ny
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Bond & Devick Financial Network, Inc.
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RiverFront Investment Group, LLC
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Jaffetilchin Investment Partners, LLC
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Bulltick Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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LM Advisors LLC
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Consilium Wealth Advisory, LLC
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Foster Group, Inc.
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Transce3nd, LLC
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Reyes Financial Architecture, Inc.
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Fmr Llc
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Provenance Wealth Advisors, LLC
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|
Wealth Management Nebraska
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|
Custos Family Office, LLC
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|
Financial Partners Group, LLC
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|
Well Done, LLC
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|
Lake Hills Wealth Management, LLC
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|
ORBA Wealth Advisors, L.L.C.
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|
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|
Fortress Private Ledger, Llc
|
|
|
|
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|
Cozad Asset Management Inc
|
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|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
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|
Rodgers & Associates, LTD
|
|
|
|
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|
Goodman Financial Corp
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Cornerstone Planning Group LLC
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|
Bridgewater Advisors Inc.
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Prospera Capital Management, LLC
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Wall Street Access Asset Management, LLC
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Capital Insight Partners, Llc
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Northern Capital Management, Inc.
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Nepc Llc
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FSA Advisors, Inc.
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|
Blake Schutter Theil Wealth Advisors, LLC
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WealthPLAN Partners, LLC
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|
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|
IFS Advisors, LLC
|
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|
Colonial River Wealth Management, LLC
|
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|
Thomist Capital Management, LP
|
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|
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|
Roth Financial Partners LLC
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|
Oak Family Advisors, Llc
|
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|
Higgins & Schmidt Wealth Strategies LLC
|
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|
Kathleen S. Wright Associates Inc.
|
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|
|
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|
Summit Financial, LLC
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|
FourThought Financial Partners, LLC
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|
Howe & Rusling Inc
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|
E Fund Management (Hong Kong) Co., Ltd.
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|
J.w. Cole Advisors, Inc.
|
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|
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|
Landmark Wealth Management, LLC
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|
Oak Harbor Wealth Partners, Llc
|
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|
|
|
Bank Of Montreal /can/
|
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|
|
|
Trust Co Of Toledo Na /oh/
|
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|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Accel Wealth Management
|
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|
Rosenblum Silverman Sutton S F Inc /ca
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|
Hazlett, Burt & Watson, Inc.
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Ridgewood Investments LLC
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Northern Trust Corp
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McKinley Carter Wealth Services, Inc.
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|
Ballew Advisors, Inc
|
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GoalVest Advisory LLC
|
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|
MorganRosel Wealth Management, LLC
|
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|
|
|
Bank & Trust Co
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
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|
VSM Wealth Advisory, LLC
|
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|
Vishria Bird Financial Group, LLC
|
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Carnegie Capital Asset Management, LLC
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TCTC Holdings, LLC
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YHB Investment Advisors, Inc.
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Private Capital Management, LLC
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PAX Financial Group, LLC
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Asset Allocation Strategies LLC
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|
Tactive Advisors, LLC
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|
EMC Capital Management
|
|
|
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|
Laurel Wealth Advisors LLC
|
|
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|
Diversified Trust Co
|
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Ashford Advisors, LLC
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Beese Fulmer Investment Management, Inc.
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GSB Wealth Management, LLC
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Confluence Wealth Services, Inc.
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|
KC Investment Advisors, LLC
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Cerity Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
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|
|
|
Mechanics Financial Corp
|
|
|
|
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|
Christopher J. Hasenberg, Inc
|
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|
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|
Stewardship Advisors, LLC
|
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Riverbend Wealth Management, LLC
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|
May Hill Capital, LLC
|
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|
Wright Fund Managment, LLC
|
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|
SILVER OAK SECURITIES, Inc
|
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|
|
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|
Covenant Asset Management, LLC
|
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|
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
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|
Texas Capital Bancshares Inc/tx
|
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|
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|
Cloud Capital Management, LLC
|
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|
Capital Investment Counsel, Inc
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|
Cypress Capital, LLC
|
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Savant Capital, LLC
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Anchor Capital Advisors Llc
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RMG Wealth Management LLC
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Wesbanco Bank Inc
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Clarendon Private LLC
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Amtrust Financial Services, Inc.
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Boulder Wealth Advisors, LLC
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Signal Tree Financial Partners Llc
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Palacios Wealth Management, LLC
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Ancora Advisors, LLC
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Wellington Management Group Llp
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United Capital Financial Advisers, Llc
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Silphium Asset Management Ltd
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Retirement Planning Co of New England, Inc.
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Cwm, Llc
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Fairfax Financial Holdings Ltd/ Can
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BLB&B Advisors, LLC
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Swp Financial Llc
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Intrepid Financial Planning Group LLC
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Trust Co
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Addison Capital Co
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Nations Financial Group Inc, /ia/ /adv
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Blue Edge Capital, LLC
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Kornitzer Capital Management Inc /ks
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Index Fund Advisors, Inc.
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PIMCO Equity Series - PIMCO REALPATH Blend 2070 Fund Institutional Class
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Sherrill & Hutchins Financial Advisory, Inc
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Nixon Peabody Trust Co
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ALM First Financial Advisors, LLC
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BXM Wealth LLC
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Novem Group
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Infinity Wealth Counsel, LLC
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Cynosure Management, Llc
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Security Financial Services, INC.
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Sigma Planning Corp
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Atlantic Edge Private Wealth Management, LLC
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Capstone Wealth Management Group, Llc
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Brown Advisory Inc
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Blue Investment Partners LLC
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Centurion Wealth Management LLC
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Altman Advisors, Inc.
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Herold Advisors, Inc.
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Oxford Financial Group Ltd
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Harbor Group, Inc.
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Davidson Investment Advisors
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Victory Financial Group, Llc
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Security National Bank Of Sioux City Iowa /ia/
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Northstar Asset Management Inc
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Mitchell Mcleod Pugh & Williams Inc
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Baker Ellis Asset Management LLC
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Paragon Private Wealth Management, LLC
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Richards, Merrill & Peterson, Inc.
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Verum Partners LLC
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Assetmark, Inc
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Affinity Wealth Management Llc
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Capital Advantage, Inc.
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Mandatum Life Insurance Co Ltd
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Fort Point Capital Partners LLC
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Johnson Financial Group, Inc.
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Joel Adams & Associates, Inc.
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WMG Financial Advisors, LLC
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Glen Eagle Advisors, LLC
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Keystone Global Partners, LLC
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Woodside Wealth Management LLC
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Centerpoint Advisors, LLC
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Fulton Bank, N.a.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Strengthening Families & Communities, LLC
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Advisors Capital Management, LLC
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Interchange Capital Partners, LLC
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Chevy Chase Trust Holdings, Inc.
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Texas Capital Bank Wealth Management Services Inc
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Emprise Bank
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S&t Bank/pa
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Fairway Wealth LLC
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Toroso Investments, LLC
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High Net Worth Advisory Group LLC
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Noesis Capital Mangement Corp
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Teachers Insurance & Annuity Association Of America
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Tompkins Financial Corp
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Certified Advisory Corp
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Bryant Woods Investment Advisors, LLC
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Rakuten Securities, Inc.
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Lion Street Advisors, LLC
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Members Advisory Group LLC
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Hallmark Capital Management Inc
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Yarger Wealth Strategies, Llc
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Stifel Financial Corp
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4wealth Advisors, Inc.
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Hirtle Callaghan & Co LLC
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Luts & Greenleigh Group, Inc
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Cornerstone Financial Group, LLC /NE/
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Compass Financial Services Inc
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Safeguard Investment Advisory Group, LLC
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SPC Financial, Inc.
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Bell Investment Advisors, Inc
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Atlanta Consulting Group Advisors, LLC
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Lynch Asset Management, Inc.
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Trellis Wealth Advisors LLC
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Wheelhouse Advisory Group LLC
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BluePointe Capital Management, LLC
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JBF Capital, Inc.
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Goodwin Investment Advisory
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Wealthedge Investment Advisors, Llc
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Vicus Capital
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Parisi Gray Wealth Management
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Calamos Wealth Management LLC
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Friedenthal Financial
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Mirae Asset Global Investments Co., Ltd.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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Paces Ferry Wealth Advisors, Llc
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IMS Capital Management
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Morgan Stanley
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Trivant Custom Portfolio Group, LLC
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Systelligence, LLC
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Sunbeam Capital Management, LLC
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Washington Capital Management Inc
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Arthur M. Cohen & Associates, Llc
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Quadrant Private Wealth Management, LLC
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Ark & Tlk Investments, Llc
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Hartford Financial Management Inc.
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Avestar Capital, LLC
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Cypress Wealth Services, LLC
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DSCF - Alpha Architect ETF Trust - Discipline Fund ETF
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Palisades Hudson Asset Management, L.P.
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Strategy Asset Managers Llc
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Harbor Advisory Corp /ma/
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
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Westmount Partners, LLC
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Cranbrook Wealth Management, LLC
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Charles Schwab Trust Co
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Kellett Schaffner Wealth Advisors LLC
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Dynamic Financial Group
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Gradient Capital Advisors, LLC
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Spectrum Wealth Advisory Group, LLC
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Peninsula Asset Management Inc
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Private Wealth Partners, LLC
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Summit Wealth & Retirement Planning, Inc.
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Advisory Research Inc
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Triasima Portfolio Management inc.
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Morton Brown Family Wealth, LLC
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Future Financial Wealth Managment LLC
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Avenue 1 Advisors, LLC
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FRG Family Wealth Advisors LLC
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NorthRock Partners, LLC
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Td Private Client Wealth Llc
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TrueWealth Advisors, LLC
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Clear Point Advisors Inc.
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Globe Life Inc.
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Private Client Services, Llc
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EverSource Wealth Advisors, LLC
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CRA Financial Services, LLC
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Synergy Investment Management, LLC
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Jasper Ridge Partners, L.P.
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Boyd Wealth Management, LLC
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Fortress Wealth Management, Inc.
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McNamara Financial Services, Inc.
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Shepherd Kaplan Krochuk, Llc
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Barrett & Company, Inc.
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Carmel Capital Partners, LLC
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Sovran Advisors, LLC
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Saxon Interests, Inc.
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New Republic Capital, LLC
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Elite Financial, Inc.
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Compass Planning Associates Inc
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Wick Capital Partners, LLC
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Yarbrough Capital, LLC
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Goldstone Financial Group, LLC
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Seeds Investor Llc
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Banco Bilbao Vizcaya Argentaria, S.a.
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SNS Financial Group, LLC
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MTM Investment Management, LLC
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
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Chung Wu Investment Group, LLC
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Eagle Bay Advisors LLC
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Kohmann Bosshard Financial Services, LLC
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SageOak Financial, LLC
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Lbmc Investment Advisors, Llc
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GAMMA Investing LLC
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Opal Wealth Advisors, LLC
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Register Financial Advisors LLC
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Santori & Peters, Inc.
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Summit Wealth Group Llc / Co
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Whelan Financial
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Burkett Financial Services, Llc
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Federation des caisses Desjardins du Quebec
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Patten Group, Inc.
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Garden State Investment Advisory Services LLC
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Narus Financial Partners, LLC
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Price T Rowe Associates Inc /md/
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Jones Financial Companies Lllp
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Titleist Asset Management, Llc
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Jackson Square Capital, Llc
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S.A. Mason LLC
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Farmers & Merchants Trust Co of Long Beach
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Investment Advisory Group, LLC
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Wellington Capital Management, Inc.
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Monetta Financial Services Inc
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Wolverine Trading, Llc
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Leo Wealth, LLC
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Boston Family Office Llc
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Matrix Trust Co
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Fsb Premier Wealth Management, Inc.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Affinity Capital Advisors, LLC
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Long Island Wealth Management, Inc.
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Beacon Bridge Wealth Partners, LLC
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SYM FINANCIAL Corp
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Legacy Wealth Asset Management, LLC
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Mackenzie Financial Corp
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First Merchants Corp
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Thompson Investment Management, Inc.
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Integrity Financial Corp /WA
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Silver Oak Advisory Group, Inc.
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WJ Wealth Management, LLC
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Orleans Capital Management Corp/la
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Leavell Investment Management, Inc.
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Cape Investment Advisory, Inc.
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Commerce Bank
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Aries Wealth Management
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Seacrest Wealth Management, Llc
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Clarity Capital Partners LLC
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Apexium Financial, Lp
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TCG Advisory Services, LLC
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Anderson Hoagland & Co
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BOK Financial Private Wealth, Inc.
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Kelman-Lazarov, Inc.
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Legacy Capital Wealth Partners, LLC
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BKD Wealth Advisors, LLC
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Crestwood Advisors Group LLC
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Perennial Advisors, LLC
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Taurus Asset Management, Llc
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Hantz Financial Services, Inc.
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Avaii Wealth Management, Llc
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Wealthbridge Capital Management, Llc
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Evoke Wealth, Llc
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Matrix Private Capital Group Llc
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LaSalle St. Investment Advisors, LLC
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Lafayette Investments, Inc.
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Cm Wealth Advisors Llc
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Teacher Retirement System Of Texas
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Susquehanna International Group, Llp
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Studio Investment Management Llc
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Exencial Wealth Advisors, Llc
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Christensen, King & Associates Investment Services, Inc.
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Global Endowment Management, LP
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B&l Asset Management Llc
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Aprio Wealth Management, LLC
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Brooklyn FI, LLC
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GHP Investment Advisors, Inc.
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Retirement Planning Group, Llc / Ny
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Private Advisory Group LLC
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Signature Estate & Investment Advisors Llc
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Journey Strategic Wealth Llc
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Arista Wealth Management, LLC
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London & Capital Asset Management Ltd
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FineMark National Bank & Trust
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One Wealth Advisors, LLC
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Transcendent Capital Group LLC
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Orser Capital Management, Llc
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Cordant, Inc.
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Cerro Pacific Wealth Advisors LLC
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Aurelius Family Office LLC
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IHT Wealth Management, LLC
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Brogan Financial, Inc.
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Financial Life Planners
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Northern Oak Wealth Management Inc
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Amundi
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TKG Advisors, LLC
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Kinsale Capital Group, Inc.
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Fairfield, Bush & Co.
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Icon Wealth Advisors, LLC
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Hershey Financial Advisers, LLC
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Marino, Stram & Associates Llc
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IAG Wealth Partners, LLC
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West Bancorporation Inc
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Northstar Asset Management Llc
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StoneX Group Inc.
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Equitable Trust Co
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Rf&l Wealth Management, Llc
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NewEdge Wealth, LLC
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Hidden Cove Wealth Management, LLC
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PUREfi Wealth, LLC
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Aqr Capital Management Llc
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Worth Asset Management, LLC
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DB Fitzpatrick & Co, Inc
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North Star Asset Management Inc
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Abbot Financial Management, Inc.
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Adapt Wealth Advisors, Llc
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LOM Asset Management Ltd
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FLC Capital Advisors
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American Money Management, LLC
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Napatree Capital Llc
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Pacific Wealth Management
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Impact Capital Partners LLC
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|
Allianz Asset Management GmbH
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Alliancebernstein L.p.
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JLKZX - John Hancock Funds II - Multi-Index 2055 Lifetime Portfolio Class 1
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Clarity Asset Management, Inc.
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Venturi Wealth Management, LLC
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Mitchell Sinkler & Starr/pa
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Sunesis Advisors, LLC
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Goepper Burkhardt LLC
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Golden State Wealth Management, LLC
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Grove Street Fiduciary, LLC
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Endowment Wealth Management, Inc.
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Knights of Columbus Asset Advisors LLC
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Holistic Planning, LLC
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
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|
|
|
|
Clarkston Capital Partners, LLC
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JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
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Royal Fund Management, LLC
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Alliance Wealth Advisors, LLC
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Warther Private Wealth, LLC
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Chesapeake Wealth Management
|
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Banque Cantonale Vaudoise
|
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Benin Management CORP
|
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Union Savings Bank
|
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Grant/GrossMendelsohn, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Zacks Investment Management
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Agf Management Ltd
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Victrix Investment Advisors
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Fiduciary Financial Group, Llc
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Compass Investment Advisers LLC
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Burt Wealth Advisors
|
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Addison Advisors LLC
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Leisure Capital Management
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Charter Capital Management, LLC\DE
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Greenup Street Wealth Management Llc
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Leeward Financial Partners, LLC
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Zevin Asset Management Llc
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Efficient Advisors, LLC
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Perkins Coie Trust Co
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Orrstown Financial Services Inc
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Osborne Partners Capital Management, Llc
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Beacon Harbor Wealth Advisors, Inc.
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Ironclad Investments LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Prudential Plc
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Everstar Asset Management, LLC
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Integrated Investment Consultants, LLC
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SMI Advisory Services, LLC
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Legacy Bridge, LLC
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Van Den Berg Management I, Inc
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Waterway Wealth Management, LLC
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GSG Advisors LLC
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Ledgewood Wealth Advisors, LLC
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Wealth Group Ltd
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Biltmore Family Office, LLC
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Citizens Financial Group Inc/ri
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Sound Stewardship, LLC
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Werba Rubin Papier Wealth Management
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Mercer Global Advisors Inc /adv
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Gateway Wealth Partners, LLC
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Key FInancial Inc
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MPS Loria Financial Planners, LLC
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Divergent Planning, LLC
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Forum Private Client Group LLC
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National Bank Of Canada /fi/
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Cura Wealth Advisors, Llc
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Tme Financial, Inc.
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Morton Capital Management LLC/CA
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GenTrust, LLC
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GDS Wealth Management
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Actinver Wealth Management, Inc.
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Lighthouse Financial LLC
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Darden Wealth Group Inc
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Cambridge Advisors Inc.
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Scott Capital Advisors, LLC
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Thrivent Financial For Lutherans
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Dohj, Llc
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GIAX - Tidal Trust II - Nicholas Global Equity and Income ETF
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Harfst & Associates, Inc.
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ERn Financial, LLC
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Oakwell Private Wealth Management, LLC
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Chilton Capital Management Llc
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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jvl associates llc
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Nan Shan Life Insurance Co., Ltd.
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Fortune Financial Advisors, LLC
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Clarius Group, LLC
|
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
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Measured Wealth Private Client Group, LLC
|
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Concord Asset Management, LLC/VA
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Intrust Bank Na
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Symphony Financial Services, Inc.
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Keener Financial Planning LLC
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Cullinan Associates Inc
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|
Kmt Wealth Management, Llc
|
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Legacy Wealth Managment, LLC/ID
|
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|
Aspect Partners, LLC
|
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|
Simon Quick Advisors, Llc
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Cambridge Associates Llc /ma/ /adv
|
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|
Bridges Investment Management Inc
|
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|
Redmont Wealth Advisors Llc
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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Angeles Wealth Management, Llc
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ESL Trust Services, LLC
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Clune & Associates, Ltd.
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National Asset Management, Inc.
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YANKCOM Partnership
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Insight Wealth Strategies, LLC
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|
|
Sei Investments Co
|
|
|
|
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|
Global Trust Asset Management, LLC
|
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|
Five Pine Wealth Management
|
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|
Signet Financial Management, Llc
|
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|
|
Summit Financial Wealth Advisors, LLC
|
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|
|
|
JFG Wealth Management, LLC
|
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|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
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Baldwin Investment Management, LLC
|
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Lakeside Advisors, INC.
|
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DeDora Capital, Inc.
|
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Chesley Taft & Associates LLC
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Fiduciary Alliance LLC
|
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|
Strategic Financial Partners, Ltd.
|
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|
|
|
Morey & Quinn Wealth Partners, LLC
|
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|
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|
Zuckerman Investment Group, LLC
|
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|
|
|
Riverpoint Wealth Management Holdings, LLC
|
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|
Manhattan West Asset Management, LLC
|
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|
|
First Bank & Trust
|
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|
|
|
|
Southland Equity Partners LLC
|
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|
|
Saiph Capital, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
LifeWealth Investments, LLC
|
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|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
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|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
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|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Pandi, LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
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|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
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|
|
|
|
Martin Worley Group
|
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|
|
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|
Punch & Associates Investment Management, Inc.
|
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|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Shade Tree Advisors LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
KKM Financial LLC
|
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|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
KAGCX - Managed Portfolio Series - Kensington Dynamic Growth Fund Class C Shares
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
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|
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|
Fort Vancouver Investment Management, LLC
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|
Abacus Planning Group, Inc.
|
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|
|
|
Washburn Capital Management, Inc.
|
|
|
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|
Alliance Wealth Management Group
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|
Plan Group Financial, LLC
|
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|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
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|
Meadow Creek Wealth Advisors Llc
|
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|
|
|
Financial Futures Ltd Liability Co.
|
|
|
|
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|
Delta Financial Group, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
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|
Cora Capital Advisors Llc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
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|
TFC Financial Management
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|
|
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|
CHB Investment Group, LLC
|
|
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|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
21 West Wealth Management LLC
|
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|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
PBL - PGIM ETF TRUST - PGIM Portfolio Ballast ETF
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Taiyo Life Insurance Co
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
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|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
JAAJX - John Hancock Funds II - Multi-Index 2065 Lifetime Portfolio Class R4
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Ade, Llc
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|
|
|
|
Unconventional Investor, LLC
|
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|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
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First American Financial Corp
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Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
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Alamar Capital Management, LLC
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L2 Asset Management, LLC
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River Wealth Advisors LLC
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Fermata Advisors, LLC
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King Luther Capital Management Corp
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Revisor Wealth Management LLC
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Brian Low Financial Group, Llc
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GenWealth Group, Inc.
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Tidal Trust II - Tactical Advantage ETF
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Westwood Holdings Group Inc
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OneAscent Family Office, LLC
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Ballentine Capital Advisors, Inc
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Investment Partners Asset Management, Inc.
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Woodward Diversified Capital, Llc
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Bartlett & Co. Wealth Management Llc
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First National Advisers, LLC
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North Capital, Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Charter Oak Capital Management, LLC
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Buska Wealth Management, LLC
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West Oak Capital, LLC
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Fortis Capital Management LLC
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Kimelman & Baird, LLC
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DecisionMap Wealth Management, LLC
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Charles Schwab Investment Management Inc
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Staley Capital Advisers Inc
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Childress Capital Advisors, Llc
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3Chopt Investment Partners, LLC
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Copia Wealth Management
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Astra Wealth Partners LLC
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Strategent Financial, LLC
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FreeGulliver LLC
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Heritage Wealth Partners, LLC
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AllGen Financial Advisors, Inc.
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Porter White Investment Advisors, Inc.
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Sax Wealth Advisors, Llc
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Selective Wealth Management, Inc.
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First Commonwealth Financial Corp /pa/
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Lindbrook Capital, Llc
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Beacon Capital Management, LLC
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Lockheed Martin Investment Management Co
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UBS Group AG
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Marshall Investment Management, Llc
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Nautilus Advisors LLC
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Schear Investment Advisers, LLC
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Verdence Capital Advisors LLC
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IMG Wealth Management, Inc.
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Dakota Community Bank & Trust NA
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Etesian Wealth Advisors, Inc.
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Covestor Ltd
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Hoge Financial Services, Llc
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Tritonpoint Wealth, Llc
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Napa Wealth Management
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Forthright Family Wealth Advisory LLC
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Trevian Wealth Management LLC
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HB Wealth Management, LLC
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Capital CS Group, LLC
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Brown Wealth Management, Llc
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Milestone Asset Management, Llc
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Successful Portfolios LLC
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Sagace Wealth Management LLC
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Diversified Enterprises, LLC
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Sellwood Investment Partners LLC
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Prodigy Asset Management LLC
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Independence Bank of Kentucky
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Wilkins Miller Wealth Management, LLC
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First Horizon Advisors, Inc.
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Defender Capital, LLC.
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AdvisorNet Financial, Inc
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Rockline Wealth Management, LLC
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MBM Wealth Consultants, LLC
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Shepherd Financial Partners LLC
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Independent Wealth Network Inc.
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Means Investment Co., Inc.
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Summit X, LLC
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Pvg Asset Management Corp
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Fulton Breakefield Broenniman Llc
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Inscription Capital, LLC
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New Millennium Group LLC
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Facet Wealth, Inc.
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Fortune 45 LLC
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Woodley Farra Manion Portfolio Management Inc
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Castleview Partners, Llc
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Mayflower Financial Advisors, LLC
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Sunpointe, LLC
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Principal Financial Group Inc
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MA Private Wealth
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
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Callahan Advisors, LLC
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Stanich Group LLC
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Evermay Wealth Management Llc
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IFC Advisors LLC
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Pathway Financial Advisers, LLC
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B.O.S.S. Retirement Advisors, LLC
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Ayalon Holdings Ltd.
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BetterWealth, LLC
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Bank Hapoalim Bm
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Kearns & Associates LLC
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Arcadia Investment Advisors Llc
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ICONIQ Capital, LLC
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FSC Wealth Advisors, LLC
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Golden Reserve Retirement LLC
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Synovus Financial Corp
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Lam Group, Inc.
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CV Advisors LLC
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Daido Life Insurance Co
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Capital Planning Advisors, LLC
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MSA Advisors, LLC
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Tiemann Investment Advisors, Llc
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25 Llc
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Soltis Investment Advisors LLC
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Regal Investment Advisors LLC
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Drystone LLC
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Alpha Financial Advisors, LLC
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New Covenant Trust Company, N.A.
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BTC Capital Management, Inc.
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Beaird Harris Wealth Management, LLC
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Inspirion Wealth Advisors, Llc
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Global Strategic Investment Solutions, LLC
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TrueWealth Financial Partners
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Janney Montgomery Scott LLC
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|
Bank of New Hampshire
|
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Richard P Slaughter Associates Inc
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|
Indiana Trust & Investment Management CO
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Pallas Capital Advisors LLC
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|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
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Advisory Services Network, LLC
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CapWealth Advisors, LLC
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Joseph P. Lucia & Associates, LLC
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Salem Investment Counselors Inc
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Plancorp, LLC
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Berkshire Asset Management Llc/pa
|
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|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Gts Securities Llc
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Ameritas Investment Partners, Inc.
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Rothschild Capital Partners, LLC
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Proficio Capital Partners LLC
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Cottage Street Advisors LLC
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Legacy Financial Group, Inc.
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Fundamentun, Llc
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Mystic Asset Management, Inc.
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LRI Investments, LLC
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Vivaldi Capital Management, LLC
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Clark Financial Services Group Inc /bd
|
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|
Schroder Investment Management Group
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|
Cypress Financial Planning Llc
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|
Hedeker Wealth, LLC
|
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|
Bank Of Hawaii
|
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Privium Fund Management (UK) Ltd
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|
Duncker Streett & Co Inc
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Brandywine Oak Private Wealth Llc
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Belmont Capital, LLC
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Princeton Global Asset Management LLC
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|
ORG Wealth Partners, LLC
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|
William Howard & Co Financial Advisors Inc
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|
Central Bank & Trust Co
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|
Bare Financial Services, Inc
|
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|
Cvfg Llc
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Horizon Financial Services, Llc
|
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|
Optimum Investment Advisors
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|
Sumitomo Life Insurance Co
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Plante Moran Financial Advisors, LLC
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Griffin Asset Management, Inc.
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|
Canton Hathaway, LLC
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Citizens Business Bank
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|
Strategic Blueprint, LLC
|
|
|
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|
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Geometric Wealth Advisors
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First American Trust, Fsb
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Grant Street Asset Management, Inc.
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|
Tsfg, Llc
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Ategra Capital Management, LLC
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Strategic Equity Management
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Hikari Tsushin, Inc.
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McMahon Financial Advisors, LLC
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Stokes Family Office, LLC
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Connecticut Wealth Management, LLC
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|
Advisory Resource Group
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|
First Trust Advisors Lp
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Consolidated Planning Corp
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Crane Advisory, LLC
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Monterey Private Wealth, Inc.
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Hardin Capital Partners, LLC
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Signature Wealth Management Group
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|
Shira Ridge Wealth Management
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|
Brinker Capital Investments, LLC
|
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|
Colonial Trust Advisors
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|
Heritage Trust Co
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|
Atlantic Union Bankshares Corp
|
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|
Goldman Sachs Group Inc
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|
ICW Investment Advisors LLC
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Acima Private Wealth, Llc
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|
Valeo Financial Advisors, LLC
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|
Arbor Trust Wealth Advisors, Llc
|
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|
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|
Patton Albertson Miller Group, Llc
|
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LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
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Tull Financial Group, Inc.
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Stegner Investment Associates Inc.
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American Family Investments, Inc.
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Rfg Holdings, Inc.
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Garrett Investment Advisors LLC
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Birchcreek Wealth Management, LLC
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|
Pavion Blue Capital, LLC
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|
Tanglewood Legacy Advisors, LLC
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|
Cornerstone Wealth Group, LLC
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|
|
Cherrydale Wealth Management, Llc
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|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
Howland Capital Management Llc
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|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Interactive Financial Advisors
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|
|
|
|
|
Heritage Wealth Advisors
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|
Old National Bancorp /in/
|
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Evolution Advisers, Inc.
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Allred Capital Management, LLC
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Bedel Financial Consulting, Inc.
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|
Cape Cod Five Cents Savings Bank
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Sumitomo Mitsui Financial Group, Inc.
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|
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|
Gould Capital, LLC
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BankPlus Trust Department
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Philadelphia Trust Co
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Cushing Capital Partners, LLC
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|
D'Orazio & Associates, Inc.
|
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|
Wealth Architects, LLC
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Dynamic Advisor Solutions LLC
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|
B & T Capital Management DBA Alpha Capital Management
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|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
|
|
Pennsylvania Capital Management Inc /adv
|
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|
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|
Costello Asset Management, INC
|
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|
|
Mount Yale Investment Advisors, LLC
|
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|
Schiavi & Co LLC
|
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|
Stonebridge Financial Group, LLC
|
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|
ROSS\JOHNSON & Associates LLC
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Horizon Investments, LLC
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Cornerstone Advisory, LLC
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|
Mason & Associates, LLC
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|
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
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3EDGE Asset Management, LP
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Core Wealth Advisors, Inc.
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|
HBW Advisory Services LLC
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|
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RWM Asset Management, LLC
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|
|
Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio
|
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|
Level Four Advisory Services, Llc
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Riggs Asset Managment Co. Inc.
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|
Family Office Research LLC
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SJS Investment Consulting Inc.
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|
Tower Research Capital LLC (TRC)
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|
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|
Lpwm Llc
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|
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|
Harwood Advisory Group, LLC
|
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Ewa, Llc
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Camden Capital, LLC
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Pegasus Asset Management, Inc.
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DKM Wealth Management, Inc.
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Gables Capital Management Inc.
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Hilltop Holdings Inc.
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Arvest Investments, Inc.
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|
Bangor Savings Bank
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Fiduciary Family Office, Llc
|
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|
|
Fifth Third Bancorp
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|
SG Americas Securities, LLC
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|
Azimuth Capital Investment Management LLC
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|
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|
Nuveen, LLC
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Red Door Wealth Management, LLC
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Weil Company, Inc.
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Kingsview Wealth Management, LLC
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Compass Financial Group, Inc.
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|
Marshall Financial Group Inc /adv
|
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|
Tradewinds, LLC.
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|
Brighton Jones Llc
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|
Trust Co Of Oklahoma
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Cresta Advisors, Ltd.
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|
Kennedy Investment Group
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|
Bouchey Financial Group Ltd
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|
GWM Advisors LLC
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|
|
|
|
|
Burney Co/
|
|
|
|
|
|
VERITY Wealth Advisors
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|
|
|
|
|
Baron Wealth Management LLC
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|
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|
Briaud Financial Planning, Inc
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Westerkirk Capital Inc.
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ONE Advisory Partners, LLC
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Clientfirst Wealth Management, LLC
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|
Blume Capital Management, Inc.
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|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
|
|
|
|
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|
Sequoia Financial Advisors, LLC
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|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
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|
|
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|
Overbrook Management Corp
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|
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|
Kirtland Hills Capital Management, Llc
|
|
|
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|
Wealthcare Capital Management Llc
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|
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|
Pin Oak Investment Advisors Inc
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|
|
|
|
|
Caerus Investment Advisors, LLC
|
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|
Northern Lights Fund Trust IV - Brookstone Opportunities ETF
|
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|
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|
NDVR, Inc.
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|
Painted Porch Advisors LLC
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Fortis Capital Advisors, LLC
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Pillar Financial Advisors, LLC
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Rakuten Investment Management, Inc.
|
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Traphagen Investment Advisors Llc
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Trinity Legacy Partners, LLC
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Mesirow Financial Investment Management, Inc.
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Strategic Financial Planning, Inc.
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Community Bank of Raymore
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Precision Wealth Strategies, LLC
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Anfield Capital Management, LLC
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Cullen/frost Bankers, Inc.
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Manufacturers Life Insurance Company, The
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BlackRock, Inc.
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AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
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PFG Investments, LLC
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Magnus Financial Group LLC
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Winnow Wealth Llc
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CLARET ASSET MANAGEMENT Corp
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Wealth Forward, LLC
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Warwick Investment Management, Inc.
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Disciplina Capital Management LLC
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Bogart Wealth, LLC
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Mmbg Investment Advisors Co.
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Providence Capital Advisors, LLC
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AJ Advisors, LLC
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Summit Investment Advisors, Inc.
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17 Capital Partners, Llc
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Walleye Trading LLC
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Capital Wealth Management, Llc
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Aureus Asset Management, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Zurich Insurance Group Ltd/FI
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NCM Capital Management, LLC
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Stonegate Investment Group, LLC
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SilverOak Wealth Management LLC
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CBIZ Investment Advisory Services, LLC
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Old Port Advisors
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Base Wealth Management LLC
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Saxony Capital Management, LLC
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Bellwether Advisors, LLC
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Rockingstone Advisors LLC
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Melone Private Wealth, LLC
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Pinnacle Bancorp, Inc.
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Bright Financial Advisors, Inc.
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Stiles Financial Services Inc
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Planning Alternatives Ltd /adv
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EdgeRock Capital LLC
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Ausdal Financial Partners, Inc.
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Franklin Resources Inc
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Sage Capital Advisors,llc
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Fort Washington Investment Advisors Inc /oh/
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Wealth Management Resources, Inc.
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Acropolis Investment Management, LLC
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EPG Wealth Management LLC
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Alpha Cubed Investments, LLC
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Onyx Bridge Wealth Group LLC
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Hudock, Inc.
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Northstar Financial Companies, Inc.
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Steele Capital Management, Inc.
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Vista Investment Partners Llc
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Rockland Trust Co
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Woodmont Investment Counsel Llc
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Alexander Labrunerie & Co., Inc.
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Harbor Investment Advisory, Llc
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Freestate Advisors LLC
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ETF Store, Inc.
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Elevated Capital Advisors, LLC
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Principle Wealth Partners Llc
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Main Street Research LLC
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International Assets Investment Management, Llc
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Fairvoy Private Wealth, LLC
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Insight Advisors, LLC/ PA
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Old Mission Capital Llc
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Wit, Llc
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Condor Capital Management
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Bellevue Asset Management, Llc
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New England Asset Management Inc
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Altfest L J & Co Inc
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Dagco, Inc.
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Centricity Wealth Management, LLC
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Second Line Capital, LLC
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Portland Global Advisors LLC
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McLean Asset Management Corp
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Valmark Advisers, Inc.
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HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
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Luminvest Wealth Management LLC
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Harbor Asset Planning, Inc.
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Purkiss Capital Advisors LLC
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Your Advocates Ltd., LLP
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Financial Advisors, LLC
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LS Investment Advisors, LLC
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Good Life Advisors, LLC
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RFG Advisory, LLC
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Sherman Asset Management, Inc.
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Bank of Jackson Hole Trust
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Battery Global Advisors, LLC
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Parallel Advisors, LLC
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MBL Wealth, LLC
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Fisher Asset Management, LLC
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Ignite Planners, LLC
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Northcape Wealth Management, Llc
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Birch Hill Investment Advisors LLC
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Atticus Wealth Management, Llc
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Seven Post Investment Office LP
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Bank Julius Baer & Co. Ltd, Zurich
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POM Investment Strategies, LLC
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Prospect Financial Services LLC
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Front Street Capital Management, Inc.
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Moody National Bank Trust Division
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Courier Capital Llc
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Five Oceans Advisors
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Sage Investment Counsel LLC
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Founders Financial Alliance, LLC
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First County Bank /CT/
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Paladin Advisory Group, LLC
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First National Bank Sioux Falls
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Integrity Investment Advisors, LLC
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Richardson Capital Management LLC
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Rebalance, Llc
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First National Trust Co
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Van Cleef Asset Management,Inc
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Pine Harbor Wealth Management, LLC
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Colony Family Offices, LLC
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E&G Advisors, LP
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Applied Capital LLC
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RW Investment Management LLC
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Ieq Capital, Llc
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Montag A & Associates Inc
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Procyon Private Wealth Partners, LLC
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Bill Few Associates, Inc.
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FSM Wealth Advisors, LLC
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Dearborn Partners Llc
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Us Bancorp \de\
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L.K. Benson & Company, P.C.
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Waters Parkerson & Co., Llc
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CPR Investments Inc.
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Securian Asset Management, Inc
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Solstein Capital, LLC
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Spectrum Wealth Counsel, LLC
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Balentine LLC
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SevenBridge Financial Group, LLC
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Capital Advisors, Ltd. LLC
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Diversified Portfolios, Inc.
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Essex Financial Services, Inc.
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Atlas Brown,Inc.
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CX Institutional
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Sharp Financial Services, LLC
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Nicolet Advisory Services, Llc
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Zeit Capital LLC
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Stage Harbor Financial, Llc
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Hill Investment Group Partners, LLC
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Tenret Co LLC
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Simmons Bank
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Paul Damon & Associates, Inc.
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Kinloch Capital, LLC
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Pfc Capital Group, Inc.
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Marotta Asset Management
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Financial Guidance Group, Inc.
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Penobscot Investment Management Company, Inc.
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Freestone Capital Holdings, LLC
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Taylor Financial Group, Inc.
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Mustard Seed Financial, LLC
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
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CoreCap Advisors, LLC
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FORM Wealth Advisors, LLC
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Walleye Capital LLC
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Cassaday & Co Wealth Management LLC
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Safeguard Financial, LLC
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JMG Financial Group, Ltd.
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Sandy Cove Advisors, LLC
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Mpwm Advisory Solutions, Llc
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Gradient Investments LLC
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Gill Capital Partners, Llc
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Formidable Asset Management, LLC
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Nicholas Hoffman & Company, LLC.
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Optimist Retirement Group LLC
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Synergy Financial Management, LLC
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Red Crane Wealth Management, Llc
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Dimension Capital Management Llc
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Cannon Financial Strategists, Inc.
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Scott & Selber, Inc.
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Chemistry Wealth Management LLC
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McIlrath & Eck, LLC
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Circle Wealth Management, LLC
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CWA Asset Management Group, LLC
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Family CFO Inc
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Trinity Financial Advisors LLC
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New Age Alpha Advisors, LLC
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Truvestments Capital Llc
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Qrg Capital Management, Inc.
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Capital Management Associates, Inc
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Cornerstone Enterprises, Llc
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Comerica Bank
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Insight 2811, Inc.
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Ashton Thomas Securities, Llc
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Capital Investment Advisors, LLC
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Opulen Financial Group LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
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One Day In July LLC
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Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
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Passive Capital Management, LLC.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
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Ibex Wealth Advisors
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PFS Partners, LLC
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Joel Isaacson & Co., LLC
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SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
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Charis Legacy Partners, LLC
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Robinson Smith Wealth Advisors Llc
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Armbruster Capital Management, Inc.
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Alerus Financial Na
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Bluestem Financial Advisors, Llc
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RFG - Bristol Wealth Advisors, LLC
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Fwl Investment Management, Llc
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Lgl Partners, Llc
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Per Stirling Capital Management, LLC.
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Financial Counselors Inc
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Calton & Associates, Inc.
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GPS Wealth Strategies Group, LLC
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Stuart Chaussee & Associates, Inc.
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Advyzon Investment Management, LLC
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GW&K Investment Management, LLC
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Gainplan LLC
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Ramirez Asset Management, Inc.
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Capital Investment Services of America, Inc.
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Atria Investments Llc
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Heritage Wealth Management, Inc. /CA/
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JGP Wealth Management, LLC
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Ellenbecker Investment Group
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Sage Financial Management Group, Inc.
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Catalyst Private Wealth, Llc
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Triton Wealth Management, PLLC
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Wedmont Private Capital
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Lunt Capital Management, Inc.
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Westshore Wealth, LLC
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North Star Investment Management Corp.
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DLD Asset Management, LP
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Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
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Aire Advisors, Llc
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My Purposeful Wealth Corp.
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Lauterbach Financial Advisors, LLC
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Promus Capital, LLC
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First Heartland Consultants, Inc.
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Triumph Capital Management
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Novare Capital Management Llc
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Generation Capital Management LLC
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Lummis Asset Management, LP
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United Asset Strategies, Inc.
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Highland Capital Management, Llc
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Delta Asset Management Llc/tn
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Wellington Shields & Co., LLC
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Creative Planning
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Pinnacle Associates Ltd
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Maltin Wealth Management, Inc.
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Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
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Poinciana Advisors Group, Llc
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Sigma Investment Counselors Inc
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Beck Mack & Oliver Llc
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Flywheel Private Wealth LLC
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American Capital Advisory, LLC
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Qube Research & Technologies Ltd
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Synergy Financial Group, LTD
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Darrow Company, Inc.
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Traveka Wealth, LLC
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Heritage Financial Services, LLC
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Cherry Creek Investment Advisors, Inc.
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VisionPoint Advisory Group, LLC
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GEM Asset Management, LLC
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Basso Capital Management, L.p.
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Adamsbrown Wealth Consultants Llc
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Morton Community Bank
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Keystone Financial Group
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Meridian Wealth Partners, LLC
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BIP Alliance, LLC
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Strategies Wealth Advisors, LLC
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Rossmore Private Capital
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Acorn Wealth Advisors, LLC
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Fagan Associates, Inc.
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Peak Financial Management, Inc.
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Sfmg, Llc
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Disciplined Investors, L.L.C.
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tru Independence LLC
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Clifford Swan Investment Counsel Llc
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Davidson Kahn Capital Management, LLC
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GTSOX - GLENMEDE FUND INC - Secured Options Portfolio - Advisor Shares
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Great Valley Advisor Group, Inc.
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Valley Financial Group, Inc.
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Quantum Financial Planning Services, Inc.
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Verus Financial Partners, Inc.
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AMJ Financial Wealth Management
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Central Valley Advisors, Llc
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Wrenne Financial Planning LLC
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Pacific Capital Wealth Advisors, Inc
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Ullmann Financial Group, Inc.
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New England Capital Financial Advisors LLC
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Wealthspire Advisors, LLC
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Williams Jones Wealth Management, LLC.
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Optivise Advisory Services LLC
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Vision Capital Management, Inc.
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Potentia Wealth
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Market Street Wealth Management Advisors Llc
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Clifford Group, LLC
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Carret Asset Management, Llc
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Trifecta Capital Advisors, LLC
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TD Capital Management LLC
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PRUDENTIAL SERIES FUND - PSF PGIM Ballast Portfolio Class I
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West Branch Capital LLC
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Pinnacle Financial Partners Inc
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Baird Financial Group, Inc.
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Luken Investment Analytics, LLC
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Fragasso Group Inc.
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Snider Financial Group
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West Wealth Group, LLC
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Waldron Private Wealth LLC
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Outlook Wealth Advisors, LLC
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JNBA Financial Advisors
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Mml Investors Services, Llc
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Bonfire Financial
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DT Investment Partners, LLC
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Tredje AP-fonden
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Viewpoint Capital Management LLC
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Palisade Asset Management, LLC
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Prosperitas Financial LLC
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Operose Advisors LLC
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Vista Capital Partners, Inc.
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Deane Retirement Strategies, Inc.
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Plum Street Advisors, LLC
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Credit Agricole S A
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AIFG Consultants Ltd.
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Keebeck Wealth Management, LLC
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Single Point Partners, LLC
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Brass Tax Wealth Management, Inc
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Helium Advisors LLC
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Navigoe, LLC
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Cary Street Partners Financial Llc
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IMC-Chicago, LLC
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Plotkin Financial Advisors, LLC
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Gilliland Jeter Wealth Management LLC
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Private Advisor Group, LLC
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Taylor, Cottrill, Erickson & Associates, Inc.
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Factory Mutual Insurance Co
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Lyell Wealth Management, Lp
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Deutsche Bank Ag\
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Pacific Center for Financial Services
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Warner Financial, Inc
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OneAscent Wealth Management LLC
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New York Life Investment Management Llc
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Optas, LLC
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Signature Securities Group Corporation
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Regent Peak Wealth Advisors LLC
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Financial Perspectives, Inc
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Ronald Blue Trust, Inc.
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Highview Capital Management LLC/DE/
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Tolleson Wealth Management, Inc.
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Elios Financial Group Inc.
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Alaethes Wealth LLC
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Seneca Financial Advisors LLC
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Guardian Financial Partners, LLC
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Jackson Hole Capital Partners, LLC
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Bay Capital Advisors, LLC
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FSA Wealth Management LLC
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MOKAN Wealth Management Inc.
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PDS Planning, Inc
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Stelac Advisory Services LLC
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Monograph Wealth Advisors, Llc
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Beacon Investment Advisory Services, Inc.
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Granite Bay Wealth Management, LLC
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Kingswood Wealth Advisors, Llc
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ARGI Investment Services, LLC
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Rowland & Co Investment Counsel/adv
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DMKC Advisory Services, LLC
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Braun Stacey Associates Inc
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Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares
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Investment Advisory Services Inc /tx /adv
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Mustico Financial Group, Inc.
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HFG Advisors, Inc.
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Carrera Capital Advisors
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IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
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Strata Wealth Advisors, LLC
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Meridian Financial Partners LLC
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Morse Asset Management, Inc
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Taddei, Ludwig & Associates, Inc.
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Veracity Capital LLC
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Townsend Asset Management Corp /nc/ /adv
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Horizon Kinetics Asset Management Llc
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Obermeyer Wood Investment Counsel, Lllp
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Vista Private Wealth Partners. LLC
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Fort Sheridan Advisors Llc
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Arvest Bank Trust Division
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Farnam Financial LLC
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BlackDiamond Wealth Management Inc.
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Oakworth Capital, Inc.
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Omnia Family Wealth, LLC
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Legacy Advisors, LLC
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Safir Wealth Advisors, LLC
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Axxcess Wealth Management, Llc
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Stratos Wealth Advisors, LLC
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Awm Capital, Llc
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Montecito Bank & Trust
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Accordant Advisory Group Inc
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PKO Investment Management Joint-Stock Co
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Mma Asset Management Llc
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Legacy Private Trust Co.
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Smith Shellnut Wilson Llc /adv
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D.B. Root & Company, LLC
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SCS Capital Management LLC
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
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Bradley & Co. Private Wealth Management, LLC
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Ssa Swiss Advisors Ag
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Pettyjohn, Wood & White, Inc
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Northstar Group, Inc.
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Fi3 FINANCIAL ADVISORS, LLC
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LPF Advisors LLC
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Walled Lake Planning & Wealth Management, Llc
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Vestment Financial LLC
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Meredith Wealth Planning
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EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
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Southeast Asset Advisors Inc.
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|
Farmers National Bank
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Leonard Rickey Investment Advisors P.L.L.C.
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Adventist Health System/ West
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Brown Miller Wealth Management, LLC
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Legacy Financial Advisors, Inc.
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WealthPlan Investment Management, LLC
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Resolute Wealth Strategies, LLC
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Hutchens & Kramer Investment Management Group, LLC
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Global Wealth Management Investment Advisory, Inc.
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Greystone Financial Group, LLC
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Citizens National Bank Trust Department
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Maple Capital Management, Inc.
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Emerald Investment Partners, Llc
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CI Private Wealth, LLC
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|
Steward Partners Investment Advisory, Llc
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Busey Wealth Management
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Field & Main Bank
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Avantax Planning Partners, Inc.
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Ridgecrest Wealth Partners, Llc
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Tandem Investment Partners LLC
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Fogel Capital Management, Inc.
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Welch Capital Partners Llc/ny
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True Link Financial Advisors, LLC
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Quartz Partners, LLC
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OVL - Listed Funds Trust - Overlay Shares Large Cap Equity ETF
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|
Prime Buchholz LLC
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|
Coston, McIsaac & Partners
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|
Roof Eidam & Maycock/adv
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Pioneer Wealth Management Group
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|
Leith Wheeler Investment Counsel Ltd.
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Better Money Decisions, LLC
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Hibernia Wealth Partners, LLC
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Asset Dedication, LLC
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Family Wealth Partners, Llc
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Compass Ion Advisors, LLC
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Jackson, Grant Investment Advisers, Inc.
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Mezzasalma Advisors, LLC
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Quadrant Capital Group Llc
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Discipline Wealth Solutions, LLC
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|
Empirical Asset Management, LLC
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1776 Wealth LLC
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|
Northeast Financial Consultants Inc
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Presper Financial Architects, LLC
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Mcdonald Partners Llc
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J Hagan Capital, Inc.
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Marks Group Wealth Management, Inc
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Spectrum Investment Advisors, Inc.
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Migdal Insurance & Financial Holdings Ltd.
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Kensington Asset Management, LLC
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Aviso Wealth Management
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|
Ceera Investments, Llc
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|
Prestige Wealth Management Group LLC
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|
Truist Financial Corp
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Botty Investors LLC
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Select Asset Management & Trust
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Clark Capital Management Group, Inc.
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Atlas Legacy Advisors, LLC
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Leading Edge Financial Planning LLC
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|
Eight 31 Financial Llc
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Standard Family Office LLC
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|
McAdam, LLC
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|
Alesco Advisors Llc
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|
Renaissance Technologies Llc
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Robertson Stephens Wealth Management, LLC
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Greenwich Wealth Management LLC
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Horan Capital Advisors, LLC.
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|
L & S Advisors Inc
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Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
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Wetzel Investment Advisors, Inc.
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Private Capital Advisors, Inc.
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Sargent Investment Group, LLC
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Pasadena Private Wealth, LLC
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|
Financial Freedom, LLC
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|
Trust Co of Tennessee
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Boomfish Wealth Group, LLC
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|
|
|
|
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
|
|
|
|
|
Green Square Capital Advisors Llc
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|
Enterprise Bank & Trust Co
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|
Wealth Watch Advisors, INC
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|
Horizon Family Wealth, Inc.
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|
Oxler Private Wealth LLC
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|
Claris Financial LLC
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|
|
DFNDX - Managed Portfolio Series - Kensington Defender Fund Institutional Class
|
|
|
|
|
|
RB Capital Management, LLC
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|
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|
Redwood Investment Management, Llc
|
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|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Greenleaf Trust
|
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|
|
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|
Dodds Wealth, LLC
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|
Mirador Capital Partners LP
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|
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|
Moisand Fitzgerald Tamayo, LLC
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|
|
|
|
|
Attessa Capital LLC
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|
|
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|
New York Life Insurance Co
|
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|
|
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|
Sweeney & Michel, Llc
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|
Lwm Advisors Inc
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|
Eldridge Investment Advisors, Inc.
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|
Capital Investment Advisory Services, LLC
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|
Ariston Services Group
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|
Rothschild Investment Llc
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|
Stonebrook Private Inc.
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|
|
AssuredPartners Investment Advisors, LLC
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|
KFA Private Wealth Group, LLC
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Coppell Advisory Solutions LLC
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|
Tobias Financial Advisors, Inc.
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|
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|
Rolek Wealth Management LLC
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|
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|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
JRODX - John Hancock Funds II - Multi-Index 2060 Lifetime Portfolio Class 1
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
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|
Symphony Financial, Ltd. Co.
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|
Sims Investment Management, Llc
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Cascades Capital Asset Management, LLC
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Pinnacle Wealth Planning Services, Inc.
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|
Vermillion Wealth Management, Inc.
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James Reed Financial Services, Inc.
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|
Union Bancaire Privee, UBP SA
|
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|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Benjamin Edwards Inc
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|
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|
Tower View Investment Management & Research LLC
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|
Fifth Third Securities, Inc.
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|
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|
Missouri Trust & Investment Co
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|
|
|
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|
Gryphon Financial Partners LLC
|
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|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Acas, Llc
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|
Trajan Wealth LLC
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|
Sensible Financial Planning & Management, LLC.
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|
|
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|
Delos Wealth Advisors, LLC
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|
|
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|
Tamar Securities, LLC
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|
|
|
|
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
RMB Capital Management, LLC
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|
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|
Country Club Bank /gfn
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|
Mach-1 Financial Group, Inc.
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|
|
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|
Park Avenue Securities Llc
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|
Trans-Canada Capital Inc.
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|
Wingate Wealth Advisors, Inc.
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|
|
|
|
|
Colony Group, LLC
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|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
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|
|
|
|
|
1832 Asset Management L.P.
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|
|
|
|
LJI Wealth Management, LLC
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|
Uptown Financial Advisors LLC
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|
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|
Mascagni Wealth Management, Inc.
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|
|
|
First Hawaiian Bank
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|
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|
Fayez Sarofim & Co
|
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|
|
|
|
Navalign, LLC
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|
|
|
|
Hummer Financial Advisory Services Inc
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|
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|
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|
IMPACTfolio, LLC
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|
|
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|
Prostatis Group LLC
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|
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|
Unique Wealth, Llc
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|
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|
Sfm, Llc
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|
|
|
|
Meridian Management Co
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|
|
|
|
|
BFI Infinity Ltd.
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|
|
|
|
|
RSEE - Collaborative Investment Series Trust - Rareview Systematic Equity ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Glassman Wealth Services
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|
|
|
|
|
Hengehold Capital Management Llc
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|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
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Silver Oak Wealth Advisors Services, Llc
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Lountzis Asset Management, Llc
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Foster Dykema Cabot & Partners, Llc
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Carolina Wealth Advisors, LLC
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Chiron Capital Management, Llc
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O'ROURKE & COMPANY, Inc
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Ameritas Advisory Services, LLC
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Diversify Advisory Services, LLC
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Waddell & Associates, Llc
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Upper Left Wealth Management, LLC
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Pilgrim Partners Asia Pte Ltd
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Financial Services Advisory Inc
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Freestone Grove Partners LP
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LGT Financial Advisors LLC
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Cypress Capital Advisors, LLC
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IFG Advisory, LLC
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Prospect Financial Group LLC
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Rockbridge Investment Management, LCC
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NFP Retirement, Inc.
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Nia Impact Advisors, Llc
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Claro Advisors LLC
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Jentner Corp
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Wealthspan Partners, Llc
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Prosperity Consulting Group, LLC
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Glassy Mountain Advisors, Inc.
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Websterrogers Financial Advisors, Llc
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Tfo-tdc, Llc
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D. Scott Neal, Inc.
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K2 Principal Fund, L.p.
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Ehrlich Financial Group
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Belvedere Trading LLC
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Carl Stuart Investment Advisor, Inc
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KDT Advisors, LLC
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Howard Wealth Management, Llc
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FOCUS Wealth Advisors, LLC
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Swf Llc
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Horizons Wealth Management
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Burns J W & Co Inc/ny
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Philip James Wealth Mangement, LLC
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Fft Wealth Management Llc
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BlueChip Wealth Advisors LLC
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Schrum Private Wealth Management LLC
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Premier Path Wealth Partners, LLC
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Zhang Financial LLC
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Crumly & Associates Inc.
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Sound Income Strategies, LLC
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First United Bank Trust/
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Heritage Investors Management Corp
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Columbus Macro, LLC
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Consultiva Wealth Management, Corp.
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Northside Capital Management, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Ambassador Advisors, LLC
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Woodard & Co Asset Management Group Inc /adv
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Reliant Wealth Planning
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Marshall Financial Group LLC
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Wealthcare Advisory Partners LLC
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Cable Hill Partners, LLC
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Fairscale Capital, LLC
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Fourth Dimension Wealth, LLC
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Central Pacific Bank - Trust Division
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JDM Financial Group LLC
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Trust Point Inc.
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Modus Advisors, LLC
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Private Wealth Group, LLC
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Vectors Research Management, LLC
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Monticello Wealth Management, Llc
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
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PMG Wealth Management, Inc.
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Phoenix Holdings Ltd.
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Keybank National Association/oh
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Wimmer Associates 1, Llc
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Sentinus, LLC
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Donaldson Capital Management, Llc
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Romano Brothers And Company
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Milestone Investment Advisors LLC
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Prudent Man Investment Management, Inc.
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WealthTrak Capital Management LLC
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Financial Management Network Inc
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RMR Capital Management, LLC
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Glenview Trust Co
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Presilium Private Wealth, Llc
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HTG Investment Advisors, Inc.
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Resurgent Financial Advisors LLC
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Old Point Trust & Financial Services N A
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Cooperman Leon G
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Klingenstein Fields & Co Lp
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R. W. Roge & Company, Inc.
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Koss-Olinger Consulting, LLC
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Root Financial Partners, LLC
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GeoWealth Management, LLC
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Great Lakes Advisors, Llc
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SBI Securities Co., Ltd.
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American Trust
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McNaughton Wealth Management, LLC
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Concorde Asset Management, LLC
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Whalen Wealth Management Inc.
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Stephenson National Bank & Trust
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Retirement Systems of Alabama
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Tevis Investment Management
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Alteri Wealth LLC
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Bourgeon Capital Management Llc
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Evercore Wealth Management, LLC
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Uhlmann Price Securities, Llc
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AlTi Global, Inc.
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Platform Technology Partners
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KWB Wealth
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Horrell Capital Management, Inc.
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Wealthquest Corp
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Elevate Capital Advisors, LLC
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BCJ Capital Management, LLC
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Bearing Point Capital, Llc
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E-L Financial Corp Ltd
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Hoxton Planning & Management, LLC
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Choate Investment Advisors
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Sheaff Brock Investment Advisors, LLC
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LMG Wealth Partners, LLC
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Balanced Wealth Group Llc
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Private Wealth Asset Management, LLC
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Nestegg Advisors, Inc.
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ODonnell Financial Services, LLC
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Cornerstone Wealth Advisors, Inc.
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Flower City Capital
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Bessemer Group Inc
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Waterloo Capital, L.P.
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Systematic Alpha Investments, LLC
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Midwest Trust Co
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Wellspring Financial Advisors, LLC
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Marex Group plc
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State Farm Mutual Automobile Insurance Co
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United Services Automobile Association
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Cambria Investment Management, L.P.
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Amplius Wealth Advisors, LLC
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Forefront Wealth Partners, LLC
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Great West Life Assurance Co /can/
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Innovative Wealth Building LLC
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Mission Creek Capital Partners, Inc.
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McCollum Christoferson Group LLC
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Global Retirement Partners, LLC
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Barclays Plc
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MGO Private Wealth, LLC
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Quent Capital, LLC
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Institute for Wealth Management, LLC.
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KilterHowling LLC
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Wealth Enhancement Advisory Services, Llc
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Gould Asset Management Llc /ca/
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Peterson Wealth Services
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Bowman & Co S.C.
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Serenus Wealth Advisors, LLC
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GM Advisory Group, Inc.
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Allworth Financial LP
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Morling Financial Advisors, LLC
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Pine Haven Investment Counsel, Inc
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Smith Thornton Advisors LLC
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Envision Financial LLC
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Wiley Bros.-aintree Capital, Llc
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Delap Wealth Advisory, Llc
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Sageworth Trust Co
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SigFig Wealth Management, LLC
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Spire Wealth Management
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Arcus Capital Partners, LLC
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Sunbelt Securities, Inc.
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Define Financial, Llc
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Prospera Financial Services Inc
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Aspiriant, Llc
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Tounjian Advisory Partners, Llc
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Ballentine Partners, LLC
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Coastline Trust Co
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Fingerlakes Wealth Management, Inc.
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Piscataqua Savings Bank
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LVZ Advisors, Inc.
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Wakefield Asset Management LLLP
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TD Waterhouse Canada Inc.
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Pineridge Advisors LLC
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Priebe Wealth Holdings LLC
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Nelson Capital Management, LLC
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PFG Advisors
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United Advisor Group, LLC
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Regions Financial Corp
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Sandhill Capital Partners LLC
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Osterweis Capital Management Inc
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Capital A Wealth Management, LLC
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Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio
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Edgemoor Investment Advisors, Inc.
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Berkshire Money Management, Inc.
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Empowered Funds, LLC
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Bay Harbor Wealth Management, LLC
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ROI Financial Advisors, LLC
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Baring Financial LLC
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Parkshore Wealth Management, Inc.
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Snowden Capital Advisors LLC
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Oak Root LLC
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Prudent Man Advisors, LLC
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Liberty Wealth Management Llc
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McGuire Investment Group, LLC
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Efficient Frontier Advisors LLC
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Professional Financial Advisors, LLC
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Wade Financial Advisory, Inc
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Hiley Hunt Wealth Management
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Evanson Asset Management, LLC
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Avant Capital LLC
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Whalerock Point Partners, Llc
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Antonelli Financial Advisors, LLC
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Shakespeare Wealth Management, Inc.
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Winch Advisory Services, LLC
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Planning Directions Inc
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Clear Creek Financial Management, LLC
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Congress Asset Management Co /ma
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MAI Capital Management
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Common Fund For Nonprofit Organizations
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Climber Capital SA
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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IPG Investment Advisors LLC
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Stenger Family Office, LLC
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Hurlow Wealth Management Group, Inc.
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
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Continuum Wealth Advisors, Llc
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Howard Financial Services, Ltd.
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Sound View Wealth Advisors Group, LLC
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Nemes Rush Group LLC
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Private Wealth Management Group, LLC
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Elevation Capital Advisory, LLC
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Ptm Wealth Management, Llc
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Borer Denton & Associates, Inc.
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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Pacific Point Advisors, LLC
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Haven Private, LLC
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O'shaughnessy Asset Management, Llc
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Grantvest Financial Group LLC
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|
Garland Capital Management Inc
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|
Norden Group Llc
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|
Wulff, Hansen & Co.
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|
OLIO Financial Planning
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|
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|
Refined Wealth Management
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Quantinno Capital Management LP
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Aurora Private Wealth, Inc.
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|
BancFirst Trust & Investment Management
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JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Sabal Trust CO
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|
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Lodestone Wealth Management LLC
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GFS Advisors, LLC
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Mv Capital Management, Inc.
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Lantern Wealth Advisors, LLC
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Syon Capital Llc
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Signet Investment Advisory Group, Inc.
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Inlight Wealth Management, LLC
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Cfm Wealth Partners Llc
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Summit Asset Management, LLC
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Centaurus Financial, Inc.
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SJA Financial Advisory, LLC
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Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
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|
ABLE Financial Group, LLC
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Verisail Partners, LLC
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Whittier Trust Co
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BG Investment Services, Inc.
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Howard Bailey Securities, Llc
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CGC Financial Services, LLC
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|
New Hampshire Trust
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|
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|
Gallacher Capital Management LLC
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|
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|
waypoint wealth counsel
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|
Keystone Financial Services
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|
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|
Oxbow Advisors, LLC
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Tribridge Partners Financial LLC
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Braun-Bostich & Associates Inc.
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Kesler, Norman & Wride, LLC
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Adviser Investments LLC
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Hsbc Holdings Plc
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Park Presidio Capital Llc
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Wealth Alliance
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Twin Peaks Wealth Advisors, LLC
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|
Kilter Group LLC
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|
Clarity Capital Advisors, LLC
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|
Northwestern Mutual Wealth Management Co
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|
Main Street Group, LTD
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Capital City Trust Co/fl
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Fee-Only Financial Planning, L.C.
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Martel Wealth Advisors Inc
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Stockman Wealth Management, Inc.
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Advantage Trust Co
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Arq Wealth Advisors, Llc
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Two Sigma Investments, Lp
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Avantax Advisory Services, Inc.
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Great Waters Wealth Management
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Hartland & Co., LLC
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Greenhouse Wealth Management, LLC
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Accurate Wealth Management, LLC
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Equitable Holdings, Inc.
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Perigon Wealth Management, LLC
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Cutler Investment Counsel Llc
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VestGen Advisors, LLC
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|
Klingman & Associates, LLC
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|
Barnes Pettey Financial Advisors, Llc
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First Financial Bank - Trust Division
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Colorado Capital Management, Inc.
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|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
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Valley National Advisers Inc
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|
Peoples Financial Services Corp.
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White Knight Strategic Wealth Advisors, LLC
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|
Parcion Private Wealth LLC
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|
Stephen J. Garry & Associates, Llc
|
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MGB Wealth Management, LLC
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Landaas & Co /wi /adv
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Glass Jacobson Investment Advisors llc
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HAP Trading, LLC
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|
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
|
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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Salus Financial Advisors, LLC
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|
Cantor Fitzgerald Investment Adviser L.p.
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|
Bluesphere Advisors, LLC
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|
Vanguard Group Inc
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|
Meridian Financial, LLC
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|
Centric Wealth Management
|
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|
Orion Portfolio Solutions, LLC
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|
DBK Financial Counsel, LLC
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AE Wealth Management LLC
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OVLH - Listed Funds Trust - Overlay Shares Hedged Large Cap Equity ETF
|
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|
Annex Advisory Services, LLC
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|
Ritter Daniher Financial Advisory LLC / DE
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|
PrairieView Partners, LLC
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|
Balboa Wealth Partners
|
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|
Aaron Wealth Advisors LLC
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|
Mogy Joel R Investment Counsel Inc
|
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|
Larson Financial Group LLC
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Community Bank, N.A.
|
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|
Pitcairn Co
|
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Foundations Investment Advisors, LLC
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Long Run Wealth Advisors, LLC
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Gold Investment Management Ltd.
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Walker Asset Management, LLC
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SOA Wealth Advisors, LLC.
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Boreal Capital Management LLC
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Revolve Wealth Partners, LLC
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|
Ironwood Financial, llc
|
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|
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A
|
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|
Catalyst Financial Partners Llc
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Opus Capital Group, LLC
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Talon Private Wealth, LLC
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Skopos Labs, Inc.
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Blue Chip Partners, Inc.
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Peapack Gladstone Financial Corp
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Curbstone Financial Management Corp
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Redmond Asset Management, LLC
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Css Llc/il
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Payden & Rygel
|
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Sterling Investment Advisors, Ltd.
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BridgePort Financial Solutions, LLC
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FC Advisory LLC
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CVA Family Office, LLC
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Pure Financial Advisors, Inc.
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Brown, Lisle/cummings, Inc.
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Exeter Financial, LLC
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EnRich Financial Partners LLC
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Solidarilty Wealth, LLC
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|
Suncoast Equity Management
|
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|
Cheviot Value Management, LLC
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|
Intrua Financial, LLC
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|
Kestra Private Wealth Services, Llc
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|
Royal Bank Of Canada
|
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|
Defined Wealth Management, Llc
|
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MSH Capital Advisors LLC
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|
Sharkey, Howes & Javer
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Ironsides Asset Advisors, LLC
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Goelzer Investment Management, Inc.
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Asset Advisors Investment Management, LLC
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Black Diamond Financial, LLC
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eCIO, Inc.
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Spectrum Financial Alliance Ltd LLC
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Wolf Group Capital Advisors
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|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
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|
First Community Trust Na
|
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|
Thompson Siegel & Walmsley Llc
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|
Trust Co Of Vermont
|
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Advance Capital Management, Inc.
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Maryland Capital Advisors Inc.
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First National Bank of Mount Dora, Trust Investment Services
|
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|
Crestmont Private Wealth LLC
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Cherry Tree Wealth Management, LLC
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|
Patten & Patten Inc/tn
|
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|
Gibson Capital, LLC
|
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|
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
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Valued Retirements, Inc.
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American Investment Services, Inc.
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Portside Wealth Group, LLC
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Zullo Investment Group, Inc.
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Finward Bancorp
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Conrad Siegel Investment Advisors, Inc.
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|
Austin Private Wealth, LLC
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Retirement Planning Group
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|
Aviso Financial Inc.
|
|
|
|
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|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
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|
Summit Trail Advisors, Llc
|
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|
Tudor Financial Inc.
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|
Westwood Wealth Management
|
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|
Financial Synergies Wealth Advisors, Inc.
|
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|
Nvwm, Llc
|
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|
Members Wealth Llc
|
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|
Performa Ltd (US), LLC
|
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|
Bremer Bank National Association
|
|
|
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|
Family Wealth Group, LLC
|
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|
Baker Boyer National Bank
|
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|
Envestnet Asset Management Inc
|
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|
Centennial Bank/AR/
|
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|
WFA of San Diego, LLC
|
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|
Bokf, Na
|
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|
Transform Wealth, LLC
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Paragon Capital Management Ltd
|
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|
NWF Advisory Services Inc.
|
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|
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
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|
Commonwealth Equity Services, Llc
|
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|
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|
|
Putney Financial Group LLC
|
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|
Octavia Wealth Advisors, LLC
|
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|
Manchester Capital Management LLC
|
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|
Farmers & Merchants Investments Inc
|
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|
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|
Midwest Capital Advisors, LLC
|
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|
Maripau Wealth Management Llc
|
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|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
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|
Pachira Investments Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
InvesTrust
|
|
|
|
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|
Palo Alto Wealth Advisors, Llc
|
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|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
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|
Arcadia Wealth Management, LLC
|
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|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
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|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Agur Provident & Training Funds Management Ltd
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
FDx Advisors, Inc.
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|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Traction Financial Partners, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
JHODX - John Hancock Funds II - 2070 Lifetime Blend Portfolio Class R6
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Bakala Capital Management LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FJ Investments, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Lutz Financial Services LLC
|
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|
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Mattern Capital Management, Llc
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Parthenon Llc
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Country Trust Bank
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Whitaker-Myers Wealth Managers, LTD.
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Financial Advisory Corp /ut/ /adv
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Wallace Capital Management Inc.
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Apeiron RIA LLC
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Garde Capital, Inc.
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Cardinal Point Capital Management, ULC
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Money Concepts Capital Corp
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Betterment LLC
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Stolper Co
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Allegheny Financial Group LTD
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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Heritage Investment Group, Inc.
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Nicolet Bankshares Inc
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Precedent Wealth Partners, Llc
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Bleakley Financial Group, LLC
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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Penney Financial, LLC
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Signaturefd, Llc
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Northeast Investment Management
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Empirical Finance, LLC
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Weaver Consulting Group
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Investors Research Corp
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Capital Wealth Alliance, LLC
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Smart Money Group LLC
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Sherwood Financial Partners, LLC
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Global Financial Private Client, LLC
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Montis Financial, LLC
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Colonial Trust Co / SC
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Bernard Wealth Management Corp.
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one8zero8, LLC
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Contravisory Investment Management, Inc.
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Eagle Strategies LLC
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Madrona Financial Services, LLC
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Elm Partners Management LLC
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Westchester Capital Management, Inc.
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Putnam Fl Investment Management Co
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Park Edge Advisors, LLC
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Massmutual Trust Co Fsb/adv
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Juncture Wealth Strategies, Llc
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Mullooly Asset Management, Inc.
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
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Clarity Financial LLC
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Archer Investment Corp
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Permanent Capital Management, LP
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Sky Investment Group LLC
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Folger Nolan Fleming Douglas Capital Management, Inc
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Oxinas Partners Wealth Management LLC
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Envestnet Portfolio Solutions, Inc.
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Sunburst Financial Group, LLC
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Roble, Belko & Company, Inc
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Fonville Wealth Management LLC
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Madison Asset Management, LLC
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Bannerman Wealth Management Group, Llc
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Enclave Advisors LLC
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Columbia River Financial Group, LLC
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Pullen Investment Management, LLC
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Everhart Financial Group, Inc.
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Kieckhefer Group Llc
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1620 Investment Advisors, Inc.
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Rosenberg Matthew Hamilton
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LVW Advisors, LLC
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J. Safra Sarasin Holding AG
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JPL Wealth Management, LLC
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Liquid Strategies, LLC
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XY Planning Network, Inc.
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Channel Wealth Llc
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MFA Wealth Services
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Lcnb Corp
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SlateStone Wealth, LLC
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Financial Connections Group, Inc.
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Birinyi Associates Inc
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Continuum Advisory, LLC
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Cambridge Investment Research Advisors, Inc.
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Vista Wealth Management Group, LLC
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Newbridge Financial Services Group, Inc.
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Kavar Capital Partners Group, Llc
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Mission Wealth Management, Lp
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Ubs Asset Management Americas Inc
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Elser Financial Planning, Inc
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Zwj Investment Counsel Inc
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Chancellor Financial Group WB LP
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Sterling Investment Counsel, LLC
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Beckerman Institutional, LLC
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Next Level Wealth Planning, LLC
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Kitching Partners, Llc
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Level Financial Advisors, Inc.
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Moller Financial Services
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Grassi Investment Management
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Joseph Group Capital Management
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Destination Wealth Management
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Warren Street Wealth Advisors, LLC
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Halbert Hargrove Global Advisors, Llc
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TCI Wealth Advisors, Inc.
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Stillwater Wealth Management Group
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
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Flow Traders U.s. Llc
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Masso Torrence Wealth Management Inc.
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Wood Tarver Financial Group, LLC
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Jfs Wealth Advisors, Llc
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Farrow Financial Inc.
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Convergence Financial, LLC
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Atomi Financial Group, Inc.
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Truepoint, Inc.
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Chicago Capital, LLC
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Capstone Wealth Management Group LLC
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Oak Wealth Advisors LLC
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Howard Capital Management Group, LLC
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New Wave Wealth Advisors Llc
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Sulzberger Capital Advisors, Inc.
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Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R
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Quest 10 Wealth Builders, Inc.
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Newport Capital Group, LLC
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Douglass Winthrop Advisors, LLC
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Poplar Forest Capital LLC
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Gen-Wealth Partners Inc
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Gleason Group, Inc.
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Drucker Wealth 3.0, LLC
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Windsor Advisory Group, LLC
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Steigerwald, Gordon & Koch Inc.
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Eagle Global Advisors Llc
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Rossby Financial, LCC
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Stratos Wealth Partners, LTD.
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Telos Capital Management, Inc.
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Cresset Asset Management, LLC
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Berkeley Capital Partners, LLC
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Secure Asset Management, LLC
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REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
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Windsor Capital Management, LLC
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Powers Capital, LLC
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Argonautica Private Wealth Management, Inc
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Round Rock Advisors, LLC
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Capstone Investment Advisors, Llc
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Dudley Capital Management, Llc
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EagleClaw Capital Managment, LLC
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Shared Vision Wealth Group LLC
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Grimes & Company, Inc.
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DiNuzzo Private Wealth, Inc.
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Miller Investment Management, LP
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BOCHK Asset Management Ltd
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Stordahl Capital Management, Inc.
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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1 North Wealth Services Llc
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Allegiance Financial Group Advisory Services LLC
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AlphaCore Capital LLC
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Pittenger & Anderson Inc
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Harmony Asset Management Llc
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Kanawha Capital Management Llc
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Partners Capital Investment Group, Llp
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Thrive Capital Management, LLC
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SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares
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Waller Financial Planning Group, Inc
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Old Second National Bank Of Aurora
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ZEGA Investments, LLC
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Wbh Advisory Inc
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SwitchPoint Financial Planning, LLC
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Rareview Capital LLC
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Cornerstone Planning, LLC
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Two West Capital Advisors LLC
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KPP Advisory Services LLC
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Farmers Trust Co
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Fiduciary Trust Co
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Ironwood Wealth Management, LLC.
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Cullen Investment Group, Ltd.
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Stonebridge Capital Advisors LLC
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Culbertson A N & Co Inc
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Kure Advisory, LLC
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Eisler Capital Management Ltd.
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Knuff & Co LLC
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Oak Harvest Investment Services
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SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A
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True Wealth Design, LLC
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Cibc World Markets Corp
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Modern Wealth Management, LLC
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Thrive Wealth Management, LLC
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Stonebridge Financial Planning Group, LLC
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Patton Fund Management, Inc.
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Private Management Group Inc
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Kennebec Savings Bank
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Ingalls & Snyder Llc
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Principia Wealth Advisory, LLC
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Cim, Llc
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Fidato Wealth LLC
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
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Creekside Partners
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Camelot Technology Advisors, Inc.
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Sumitomo Mitsui Trust Holdings, Inc.
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Newman Dignan & Sheerar, Inc.
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Ami Investment Management Inc
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Knightsbridge Asset Management, Llc
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Lido Advisors, LLC
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Arkadios Wealth Advisors
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Crux Wealth Advisors
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NavPoint Financial, Inc.
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Leelyn Smith, LLC
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Sincerus Advisory, LLC
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Meridian Wealth Advisors, LLC
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Integrated Capital Management, LLC
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Latitude Advisors, LLC
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Hanson & Doremus Investment Management
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Financial Enhancement Group LLC
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High Note Wealth, LLC
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Bravias Capital Group, LLC
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Campion Asset Management LLC
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Makena Capital Management Llc
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Evergreen Capital Management Llc
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Ulland Investment Advisors, LLC
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Milestone Asset Management Group, LLC
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Carson Advisory Inc.
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Allen Capital Group, LLC
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Armor Investment Advisors, LLC
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Invesco Ltd.
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Anchor Investment Management, LLC
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Flagship Harbor Advisors, Llc
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Papp L Roy & Associates
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Enzi Wealth
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Seamount Financial Group Inc
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AllSquare Wealth Management LLC
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Total Investment Management Inc
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Provident Wealth Management, LLC
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Boyd Watterson Asset Management Llc/oh
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1st Source Bank
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Syntegra Private Wealth Group, LLC
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Schneider Downs Wealth Management Advisors, LP
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Canerector Inc
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Rooted Wealth Advisors, Inc.
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L.m. Kohn & Company
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Eukles Asset Management
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Ellevest, Inc.
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Searle & Co.
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Brookwood Investment Group LLC
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Heritage Wealth Architects, Inc.
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Accredited Investors Inc.
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Scotia Capital Inc.
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Francis Financial, Inc.
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Viewpoint Investment Partners Corp
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Patriot Financial Group Insurance Agency, LLC
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Coco Enterprises, LLC
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Congress Wealth Management LLC / DE /
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Nottingham Advisors, Inc.
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Clearview Wealth Advisors LLC
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Ameraudi Asset Management, Inc.
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Highline Wealth Partners Llc
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Collective Family Office Llc
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Vantage Point Financial LLC
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Sapient Capital Llc
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Resources Management Corp /ct/ /adv
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QTR Family Wealth, LLC
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Avory & Company, LLC
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MidAtlantic Capital Management, Inc.
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V2 Financial group LLC
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Badgley Phelps Wealth Managers, LLC
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Merit Financial Group, LLC
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Toronto Dominion Bank
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Wayfinding Financial, LLC
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Litman Gregory Asset Management LLC
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Quotient Wealth Partners, LLC
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Peak Asset Management, LLC
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Ritholtz Wealth Management
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Silver Coast Investments LLC
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City State Bank
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Palumbo Wealth Management LLC
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Hanover Advisors Inc
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Neumann Capital Management, LLC
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Bank Of America Corp /de/
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Nadler Financial Group, Inc.
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P/E Global LLC
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Rialto Wealth Management, LLC
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Investure, LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Graham Capital Wealth Management, Llc
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Laraway Financial Inc
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MCF Advisors LLC
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Hofer & Associates. Inc
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Compass Financial Group, INC/SD
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Xcel Wealth Management, LLC
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Lockerman Financial Group, Inc.
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Concord Wealth Partners
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
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Kera Capital Partners, Inc.
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SWAN Capital LLC
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Peoples Bank/KS
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|
Trust Co Of Virginia /va
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LFEQ - VanEck Vectors ETF Trust - VanEck Vectors NDR CMG Long/Flat Allocation ETF
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Kovack Advisors, Inc.
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Alta Wealth Advisors LLC
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Linscomb & Williams, Inc.
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Strategic Wealth Designers
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Aspen Grove Capital, LLC
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Wealthfront Advisers Llc
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Penn Davis Mcfarland Inc
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Lake Street Financial Llc
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Essex LLC
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|
Tudor Investment Corp Et Al
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|
MADDEN SECURITIES Corp
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S&co Inc
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Crews Bank & Trust
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Connable Office Inc
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|
Marietta Investment Partners Llc
|
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Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
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Mendel Capital Management LLC
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Menora Mivtachim Holdings Ltd.
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My Personal CFO, LLC
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Roxbury Financial LLC
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Vestmark Advisory Solutions, Inc.
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Millburn Ridgefield Corp
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Mcrae Capital Management Inc
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Occidental Asset Management, LLC
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|
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OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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M&t Bank Corp
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|
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TRB Advisors LP
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WPG Advisers, LLC
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Collaborative Wealth Managment Inc.
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TLT Family Holdco ULC
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Ogorek Anthony Joseph /ny/ /adv
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Roger Wittlin Investment Advisory, LLC
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Frank, Rimerman Advisors LLC
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TFB Advisors LLC
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TRUE Private Wealth Advisors
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Integral Investment Advisors, Inc.
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World Equity Group, Inc.
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Smartleaf Asset Management LLC
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M. Kulyk & Associates, LLC
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Net Worth Advisory Group
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Wealth Dimensions Group, Ltd.
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Wealth Management Strategies, Inc.
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First Manhattan Co
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Accredited Investor Services, Llc
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Resources Investment Advisors, LLC.
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Barings Llc
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Advocacy Wealth Management Services, LLC
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Keel Point, LLC
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Hudson Value Partners, LLC
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Kestra Advisory Services, LLC
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Legacy Investment Solutions, LLC
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Game Plan Financial Advisors, LLC
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City Center Advisors, LLC
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Silvercrest Asset Management Group Llc
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St. Louis Trust Co
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James J. Burns & Company, LLC
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Tenon Financial LLC
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Forum Financial Management, LP
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Maia Wealth LLC
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Keeley-Teton Advisors, LLC
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Von Berge Wealth Management Group, LLC
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Wolff Wiese Magana Llc
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KHPI - Managed Portfolio Series - Kensington Hedged Premium Income ETF
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Madison Wealth Partners, Inc
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CAPROCK Group, Inc.
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Main Street Financial Solutions, LLC
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Meeder Advisory Services, Inc.
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Alberta Investment Management Corp
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Caitlin John, LLC
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Hobart Private Capital, LLC
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Aufman Associates Inc
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Burling Wealth Partners, Llc
|
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Pine Ridge Advisers LLC
|
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|
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Jpmorgan Chase & Co
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USAdvisors Wealth Management, LLC
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|
CNB Bank
|
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Iams Wealth Management, Llc
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Beacon Pointe Advisors, LLC
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TruWealth Advisors, LLC
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Lloyd Advisory Services, LLC.
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Verus Capital Partners, Llc
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Founders Financial Securities Llc
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Herbst Group, Llc
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East Coast Asset Management, LLC.
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Mowery & Schoenfeld Wealth Management, LLC
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Apriem Advisors
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Proffitt & Goodson Inc
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Kane Investment Management, Inc.
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Vision Financial Markets Llc
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Pflug Koory, LLC
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Dodge & Cox
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Paulson Wealth Management Inc.
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Hancock Prospecting Pty Ltd
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Financial Council Asset Management Inc
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Sepio Capital, LP
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Guardian Partners Inc.
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Sivia Capital Partners, LLC
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Franklin, Parlapiano, Turner & Welch, LLC
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Lifeworks Advisors, LLC
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Paradigm Financial Partners, Llc
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C M Bidwell & Associates Ltd
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BCK Partners, Inc.
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Sprinkle Financial Consultants LLC
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Jessup Wealth Management, Inc
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Centennial Wealth Advisory LLC
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Vontobel Holding Ltd.
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Holos Integrated Wealth LLC
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Cidel Asset Management Inc
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Transcend Wealth Collective, Llc
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Hill Island Financial Llc
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Intellus Advisors LLC
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|
Mayfair Advisory Group, LLC
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|
Invenio Wealth Partners Llc
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Guyasuta Investment Advisors Inc
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|
Helen Stephens Group, LLC
|
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|
Appleton Partners Inc/ma
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Allen Mooney & Barnes Investment Advisors LLC
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|
Keystone Wealth Services, LLC
|
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|
WFA Asset Management Corp
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Values Added Financial LLC
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|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
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|
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|
|
|
Bollard Group LLC
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Penobscot Wealth Management
|
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|
|
|
|
David Kennon Inc
|
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|
|
|
|
Thoroughbred Financial Services, Llc
|
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Catalyst Capital Advisors LLC
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BKA Wealth Consulting, Inc.
|
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|
Bank Of Nova Scotia
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AA Financial Advisors, LLC
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|
Glenmede Trust Co Na
|
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|
Kestra Investment Management, LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Covington Investment Advisors Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
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|
|
|
|
Cornerstone Wealth Management, LLC
|
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|
|
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|
Blackston Financial Advisory Group, LLC
|
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|
|
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|
Aurdan Capital Management, LLC
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Ironvine Capital Partners, LLC
|
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|
Moneywise, Inc.
|
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|
Financial Advisory Corp
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|
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|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Security National Bank
|
|
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
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|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
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|
Citrine Capital LLC
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|
CJM Wealth Advisers, Ltd.
|
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|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
CFNDX - PFS FUNDS - Cargile Fund
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Cohen & Steers Closed-end Opportunity Fund, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
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|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Human Investing LLC
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|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Passaic Partners LLC
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Diana Davis Spencer Foundation
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
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|
Headinvest, Llc
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
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|
Arlington Trust Co LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Avalon Advisory Group
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
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|
Jefferies Financial Group Inc.
|
|
|
|
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|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
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|
Allodium Investment Consultants, LLC
|
|
|
|
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|
Principal Securities, Inc.
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Belpointe Asset Management LLC
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Tocqueville Asset Management L.p.
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Meridian Wealth Management, LLC
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Cross Staff Investments Inc
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Financial Advisory Partners, Llc
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Perennial Investment Advisors, LLC
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First Interstate Bank
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Hubbell Strickland Wealth Management, LLC
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Yoffe Investment Management, LLC
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Auour Investments LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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XML Financial, LLC
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Manchester Financial Inc
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Ameliora Wealth Management Ltd.
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Chris Bulman Inc
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Robbins Farley Llc
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Laurel Wealth Planning LLC
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Motco
|
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Call To Action Foundation
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Sumitomo Mitsui DS Asset Management Company, Ltd
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White Lighthouse Investment Management Inc.
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Sawyer & Company, Inc
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Stock Yards Bank & Trust Co
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Stone House Investment Management, LLC
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IronBridge Private Wealth, LLC
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Lakewood Asset Management LLC
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Carter Financial Group, INC.
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Atlas Capital Advisors Llc
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Live Oak Private Wealth LLC
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Cyndeo Wealth Partners, LLC
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TFR Capital, LLC.
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Coastwise Capital Group, LLC
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First American Bank
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Fairview Capital Investment Management, Llc
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Oldfather Financial Services, LLC
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Total Clarity Wealth Management, Inc.
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Moloney Securities Asset Management, LLC
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WP Advisors, LLC
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AlphaStar Capital Management, LLC
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CIBC Private Wealth Group, LLC
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Gutierrez Wealth Advisory, LLC
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Full Sail Capital, LLC
|
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Bank of New York Mellon Corp
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Kiker Wealth Management, LLC
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Voisard Asset Management Group, Inc.
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First Foundation Advisors
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Family Legacy Financial Solutions, LLC
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Poehling Capital Management, LLC
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Legacy Capital Group California, Inc.
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Genus Capital Management Inc.
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Arkfeld Wealth Strategies, L.L.C.
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Norinchukin Bank, The
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STAR Financial Bank
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First City Capital Management, Inc.
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Benson Investment Management Company, Inc.
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Integrity Alliance, Llc.
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Resolute Advisors LLC
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Adell Harriman & Carpenter Inc
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Obsidian Personal Planning Solutions LLC
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Carr Financial Group Corp
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We Are One Seven, LLC
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Wiser Advisor Group LLC
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Concurrent Investment Advisors, LLC
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Allium Financial Advisors, Llc
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Front Row Advisors LLC
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Burford Brothers, Inc.
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Wealthstream Advisors, Inc.
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Cahaba Wealth Management, Inc.
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Vantage Financial Partners, LLC
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WorthPointe, LLC
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Standpoint Asset Management, LLC
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John G Ullman & Associates Inc
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Sovereign Financial Group, Inc.
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Running Point Capital Advisors, LLC
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Whipplewood Advisors, LLC
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Sun Life Financial Inc
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Wedbush Securities Inc
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Kings Path Partners LLC
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Fluent Financial, LLC
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Urban Financial Advisory Corp
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IFP Advisors, Inc
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Insigneo Advisory Services, Llc
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Searcy Financial Services Inc /adv
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Chelsea Counsel Co
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Quadcap Wealth Management, LLC
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Kaizen Financial Strategies
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Stonehage Fleming Financial Services Holdings Ltd
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Graypoint LLC
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|
Mycio Wealth Partners, Llc
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DiMeo Schneider & Associates, L.L.C.
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Certus Wealth Management, LLC
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Rathbone Brothers plc
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Fiduciary Wealth Partners, LLC
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|
Financial Network Wealth Advisors LLC
|
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|
|
Chicago Partners Investment Group LLC
|
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|
Texas Bank & Trust Co
|
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|
Pathway Financial Advisors LLC
|
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|
LPL Financial LLC
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Breakwater Investment Management
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Pnc Financial Services Group, Inc.
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Orion Investment Co
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Analyst IMS Investment Management Services Ltd.
|
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|
Vigilare Wealth Management
|
|
|
|
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|
Venture Visionary Partners LLC
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
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|
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|
|
Matauro, Llc
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
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|
Conquis Financial Llc
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Tradewinds Capital Management, LLC
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Capital Group Private Client Services, Inc.
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|
Park Square Financial Group, LLC
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|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Exchange Bank
|
|
|
|
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|
Hoey Investments, Inc
|
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Commons Capital, Llc
|
|
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|
Evolution Wealth Management Inc.
|
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|
|
Vestor Capital, Llc
|
|
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|
Willner & Heller, Llc
|
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|
|
|
Prudential Financial Inc
|
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|
|
|
|
DAVENPORT & Co LLC
|
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|
|
|
Ntv Asset Management Llc
|
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|
|
Family Management Corp
|
|
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|
|
Sequent Planning LLC
|
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|
|
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|
Hardy Reed LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
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|
|
|
|
Quaker Wealth Management, LLC
|
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|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
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|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
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|
|
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|
Hobbs Group Advisors, LLC
|
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|
|
|
|
Exchange Traded Concepts, Llc
|
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Gilman Hill Asset Management, LLC
|
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|
Capital Analysts, Inc.
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|
Godsey & Gibb Associates
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|
Family Investment Center, Inc.
|
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|
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|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Edgestream Partners, L.P.
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|
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|
Master's Wealth Management Inc.
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|
First Command Advisory Services, Inc.
|
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|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
GFG Capital, LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
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|
|
|
|
Verus Wealth Management, Llc
|
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|
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|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Platt Investment Counsel, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
JRLWX - John Hancock Funds II - Multi-Index 2050 Lifetime Portfolio Class 1
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Vested Financial Planning, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Ackerman Asset Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
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|
|
|
|
Brio Consultants, LLC
|
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|
|
|
|
Nova Wealth Management, Inc.
|
|
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|
|
|
Planwiser Financial, Llc
|
|
|
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|
Galvin, Gaustad & Stein, LLC
|
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|
|
|
|
ArborFi Advisors, LLC
|
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|
|
|
|
Keystone Financial Services, LLC
|
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|
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|
Connors Investor Services Inc
|
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|
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|
Patriot Investment Management Inc.
|
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|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
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|
Richardson Financial Services Inc.
|
|
|
|
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|
Lincoln National Corp
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
