|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Amara Financial, Llc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Clayton Financial Group LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Carl Stuart Investment Advisor, Inc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
ERTS Wealth Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Kennicott Capital Management Llc
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Two Roads Shared Trust - Foundations Dynamic Growth ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park Domestic ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Beacon Financial Planning, Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Systelligence, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
GIAX - Tidal Trust II - Nicholas Global Equity and Income ETF
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Tidal Trust II - Tactical Advantage ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
|
|
|
|
|
Envision Financial Planning, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Q3 Asset Management
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Base Wealth Management LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Adventist Health System/ West
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Smith Asset Management Co., LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Lwm Advisors Inc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Praetorian Wealth Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
