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Deltec Asset Management Llc
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Concentrum Wealth Management
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Family Legacy Financial Solutions, LLC
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Burke & Herbert Bank & Trust Co
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Rafferty Asset Management, LLC
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Industrial Alliance Investment Management Inc.
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Bridgewealth Advisory Group, LLC
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Compass Planning Associates Inc
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Stonehearth Capital Management, LLC
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Destination Wealth Management
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Long Island Wealth Management, Inc.
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Stewardship Advisors, LLC
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Wulff, Hansen & Co.
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Fortitude Advisory Group L.L.C.
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Resolute Advisors LLC
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Chokshi & Queen Wealth Advisors, Inc
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Custos Family Office, LLC
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Paces Ferry Wealth Advisors, Llc
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Balboa Wealth Partners
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Thompson Davis & Co., Inc.
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Ctc Llc
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Key FInancial Inc
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Autumn Glory Partners, LLC
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Mizuho Securities Usa Llc
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FLC Capital Advisors
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Ensign Peak Advisors, Inc
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Little Harbor Advisors, LLC
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Qvr Llc
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Garde Capital, Inc.
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Eldridge Investment Advisors, Inc.
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V2 Financial group LLC
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Sentinel Pension Advisors Inc
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Oak Family Advisors, Llc
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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Aragon Global Management, LP
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Compass Wealth Management LLC
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Verdence Capital Advisors LLC
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Old Second National Bank Of Aurora
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Schnieders Capital Management Llc
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Paulson Wealth Management Inc.
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Silver Oak Wealth Advisors Services, Llc
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Financial Advisory Service, Inc.
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Headland Capital, LLC
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Frederick Financial Consultants, LLC
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Capstone Investment Advisors, Llc
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Mizuho Markets Americas Llc
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Valtinson Bruner Financial Planning LLC
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FTGOX - Ultimus Managers Trust - Westwood Broadmark Tactical Growth Fund C Class Shares
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Wall Street Access Asset Management, LLC
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Index Fund Advisors, Inc.
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WJ Wealth Management, LLC
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Woodmont Investment Counsel Llc
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Heritage Financial Services, LLC
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Financial Management Network Inc
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Keybank National Association/oh
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BluePath Capital Management, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Northstar Financial Companies, Inc.
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Ayalon Holdings Ltd.
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Towerpoint Wealth, LLC
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Americana Partners, LLC
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Allianz Se
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Twin Focus Capital Partners, Llc
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Hengehold Capital Management Llc
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TFC Financial Management
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Finley Financial, LLC
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Nabity-Jensen Investment Management Inc
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L.m. Kohn & Company
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Broadleaf Partners, LLC
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LexAurum Advisors, LLC
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Intrepid Capital Management Inc
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Pallas Capital Advisors LLC
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Optimum Investment Advisors
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Norris Perne & French Llp/mi
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J.Safra Asset Management Corp
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Actinver Wealth Management, Inc.
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Collaborative Wealth Managment Inc.
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Cannon Advisors, Inc.
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Washington Trust Advisors, Inc.
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Lifestyle Asset Management, Inc.
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Range Financial Group LLC
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Meridian Investment Counsel Inc.
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Awm Capital, Llc
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Climber Capital SA
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Sachetta, LLC
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Horizon Bancorp Inc /in/
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Paradigm, Strategies in Wealth Management, LLC
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Eagle Strategies LLC
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REDW Wealth LLC
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Opinicus Capital, Inc.
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Eastern Bank
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Nadler Financial Group, Inc.
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Legacy Financial Group, Inc.
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Gould Capital, LLC
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Westwood Holdings Group Inc
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CastleKnight Management LP
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GoalVest Advisory LLC
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Joel Isaacson & Co., LLC
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Mackenzie Financial Corp
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Hrt Financial Lp
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Baring Financial LLC
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Orrstown Financial Services Inc
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Legacy Capital Group California, Inc.
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Hartland & Co., LLC
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QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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VGI Partners Ltd
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Proem Advisors LLC
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Leverty Financial Group, LLC
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Q3 Asset Management
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Westwood Wealth Management
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Blue Bell Private Wealth Management, Llc
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GWM Advisors LLC
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Johnson & White Wealth Management, LLC
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Northwestern Mutual Wealth Management Co
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QTR Family Wealth, LLC
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Empowered Funds, LLC
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Heritage Wealth Architects, Inc.
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Gordian Advisors LLC
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Everhart Financial Group, Inc.
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Townsend & Associates, Inc
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Coordinated Financial Services, Inc./CO
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Arcus Capital Partners, LLC
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Barclays Plc
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West Chester Capital Advisors, Inc
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Alliancebernstein L.p.
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Benin Management CORP
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Parallel Advisors, LLC
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Defined Wealth Management, Llc
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Trust Co Of Vermont
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Revisor Wealth Management LLC
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Guidance Point Advisors, LLC
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Pathway Financial Advisers, LLC
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Innova Wealth Partners
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Virtus Wealth Solutions LLC
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Aprio Wealth Management, LLC
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Sittner & Nelson, Llc
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Journey Strategic Wealth Llc
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Valeo Financial Advisors, LLC
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IMZ Advisory Inc
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Berkshire Capital Holdings Inc
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Fairvoy Private Wealth, LLC
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Alliance Wealth Management Group
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Millennium Management Llc
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Wetzel Investment Advisors, Inc.
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M3 Advisory Group, LLC
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XNAV - FundX Investment Trust - FundX Aggressive ETF
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Infinity Wealth Counsel, LLC
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Pilgrim Partners Asia Pte Ltd
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Blodgett Wealth Advisors, Llc
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Resurgent Financial Advisors LLC
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Northstar Advisory Group, LLC
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Latko Wealth Management, Ltd.
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Knightsbridge Asset Management, Llc
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Providence Capital Advisors, LLC
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Marex Group plc
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Aft, Forsyth & Company, Inc.
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Old Mission Capital Llc
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Fullerton Fund Management Co Ltd
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Abbot Financial Management, Inc.
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Clarity Asset Management, Inc.
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Woodward Diversified Capital, Llc
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Peak Asset Management, LLC
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Marble Harbor Investment Counsel, LLC
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Athena Investment Management
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Centaurus Financial, Inc.
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jvl associates llc
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Investment Partners Asset Management, Inc.
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Strategic Investment Solutions, Inc. /IL
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Laurel Wealth Advisors LLC
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Ironwood Financial, llc
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HHM Wealth Advisors, LLC
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Investmark Advisory Group LLC
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Quantum Private Wealth, LLC
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Mainsail Financial Group, LLC
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Loomis Sayles & Co L P
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PBMares Wealth Management LLC
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Jacksonville Wealth Management, LLC
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Lighthouse Wealth Management Inc.
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Buska Wealth Management, LLC
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Reynders McVeigh Capital Management, LLC
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Financial Advocates Investment Management
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Jacobi Capital Management LLC
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Pine Ridge Advisers LLC
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Searle & Co.
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Optimist Retirement Group LLC
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Wealth Management Partners, LLC
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Cubist Systematic Strategies, LLC
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Carson Advisory Inc.
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Core Wealth Partners LLC
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Saiph Capital, LLC
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Orion Portfolio Solutions, LLC
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Aries Wealth Management
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Wedmont Private Capital
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New Millennium Group LLC
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Darrow Company, Inc.
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Cypress Capital Group
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Up Strategic Wealth Investment Advisors Llc
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Consilio Wealth Advisors, Llc
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Halbert Hargrove Global Advisors, Llc
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Benchmark Financial Wealth Advisors, LLC
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Chancellor Financial Group WB LP
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Burns Matteson Capital Management, LLC
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Channel Wealth Llc
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CWC Advisors, LLC.
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Sepio Capital, LP
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Chris Bulman Inc
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Gateway Wealth Partners, LLC
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Wbh Advisory Inc
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Sumitomo Mitsui Financial Group, Inc.
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Coordinated Financial Services, Inc.
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Mengis Capital Management, Inc.
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Commonwealth Retirement Investments LLC
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Finward Bancorp
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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|
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|
Herbst Group, Llc
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Mathes Company, Inc.
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|
Vista Cima Wealth Management LLC
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|
Advisor Resource Council
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CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
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Archvest Wealth Advisors, Inc.
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Laffer Investments
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Empower Advisory Group, LLC
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BTC Capital Management, Inc.
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Axxcess Wealth Management, Llc
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
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CJM Wealth Advisers, Ltd.
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Franklin Resources Inc
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Fermata Advisors, LLC
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Capital Advantage, Inc.
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Trueblood Wealth Management, LLC
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Gilliland Jeter Wealth Management LLC
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Weil Company, Inc.
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TrueWealth Advisors, LLC
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NWK Group, Inc.
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Zevin Asset Management Llc
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Howard Capital Management Inc.
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Hudson Portfolio Management LLC
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Stonehage Fleming Financial Services Holdings Ltd
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|
Guggenheim Capital Llc
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|
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF
|
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|
Empirical Asset Management, LLC
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|
New England Capital Financial Advisors LLC
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TFG Advisers LLC
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Wick Capital Partners, LLC
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Fischer Financial Services, Inc.
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LifeWealth Investments, LLC
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Agp Franklin, Llc
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Aspect Partners, LLC
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|
Merrion Investment Management Co, LLC
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Logan Stone Capital, LLC
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|
Riverchase Wealth Management, Llc
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High Net Worth Advisory Group LLC
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Kingswood Wealth Advisors, Llc
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Humankind Investments LLC
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Lion Street Advisors, LLC
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Abacus Planning Group, Inc.
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Edgemoor Investment Advisors, Inc.
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Summit X, LLC
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Private Advisory Group LLC
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Westend Capital Management LLC
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|
Lake Hills Wealth Management, LLC
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|
Ridgepath Capital Management LLC
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|
TKG Advisors, LLC
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|
Fishman Jay A Ltd/mi
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|
180 Wealth Advisors, Llc
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|
Marino, Stram & Associates Llc
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Strata Wealth Advisors, LLC
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Menora Mivtachim Holdings Ltd.
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Charter Research & Investment Group, Inc.
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Pinkerton Retirement Specialists, LLC
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Innealta Capital, Llc
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|
Smith, Salley & Associates
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|
First Interstate Bank
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|
Clarity Capital Partners LLC
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|
Chicago Capital, LLC
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|
Brookwood Investment Group LLC
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|
Guggenheim Strategic Opportunities Fund
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|
Keebeck Wealth Management, LLC
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Matauro, Llc
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Atlantic Edge Private Wealth Management, LLC
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BFI Infinity Ltd.
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Viewpoint Capital Management LLC
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Apollo Management Holdings, L.P.
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|
Clear Point Advisors Inc.
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|
Rockland Trust Co
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SilverOak Wealth Management LLC
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|
First National Corp /ma/ /adv
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|
Natixis
|
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CTC Alternative Strategies, Ltd.
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|
Buckingham Strategic Partners
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|
Sfm, Llc
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|
WEEL - Tidal Trust II - Peerless Option Income Wheel ETF
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|
|
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|
BLVD Private Wealth, LLC
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|
Polymer Capital Management (HK) LTD
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|
Cullen Investment Group, Ltd.
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|
Balyasny Asset Management Llc
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Well Done, LLC
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|
Koesten, Hirschmann & Crabtree, INC.
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|
Palumbo Wealth Management LLC
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Lutz Financial Services LLC
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Signature Wealth Management Partners, LLC
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Baldwin Investment Management, LLC
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Mizuho Bank, Ltd.
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American National Bank
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Dunhill Financial, LLC
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Park Capital Management, LLC / WI
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Asset Advisors Investment Management, LLC
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JSF Financial, LLC
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J. Safra Sarasin Holding AG
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Tamar Securities, LLC
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National Mutual Insurance Federation of Agricultural Cooperatives
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Christopher J. Hasenberg, Inc
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Foster Group, Inc.
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Post Resch Tallon Group Inc.
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Jasper Ridge Partners, L.P.
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Susquehanna Advisors Group, Inc.
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Mine & Arao Wealth Creation & Management, LLC.
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Affinity Wealth Management Llc
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Schmidt P J Investment Management Inc
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May Barnhard Investments LLC
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Ruggaard & Associates LLC
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S.A. Mason LLC
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Magnolia Capital Advisors Llc
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Revolve Wealth Partners, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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Financial Insights, Inc.
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Vernal Point Advisors, LLC
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River Wealth Advisors LLC
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Douglass Winthrop Advisors, LLC
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UNIVEST FINANCIAL Corp
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Heritage Trust Co
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Strive Asset Management, LLC
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Breakwater Investment Management
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Covenant Asset Management, LLC
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
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Liberty One Investment Management, Llc
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Park Avenue Securities Llc
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Forza Wealth Management, LLC
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Uhlmann Price Securities, Llc
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Hardy Reed LLC
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Basso Capital Management, L.p.
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Oxford Financial Group Ltd
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WealthTrust Asset Management, LLC
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Opal Wealth Advisors, LLC
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Pacific Center for Financial Services
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Ausdal Financial Partners, Inc.
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Waterfront Wealth Inc.
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Ables, Iannone, Moore & Associates, Inc.
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PayPay Securities Corp
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Walker Financial Services, Inc.
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Palo Alto Wealth Advisors, Llc
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Gold Investment Management Ltd.
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Sequent Planning LLC
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Howard Bailey Securities, Llc
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Stony Point Capital LLC
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Resources Management Corp /ct/ /adv
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Rakuten Securities, Inc.
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Fund 1 Investments, LLC
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Credit Agricole S A
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Loudon Investment Management, LLC
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Am Investment Strategies Llc
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NovaPoint Capital, LLC
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Hilltop National Bank
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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Piscataqua Savings Bank
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Running Point Capital Advisors, LLC
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Wiley Bros.-aintree Capital, Llc
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Strategic Financial Partners, Ltd.
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Bernard Wealth Management Corp.
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Volterra Technologies LP
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Prospera Financial Services Inc
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Saxon Interests, Inc.
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Bank of Marin
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Verition Fund Management LLC
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Pathstone Holdings, LLC
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
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Barnes Wealth Management Group, Inc
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
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MWA Asset Management
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Allegheny Financial Group LTD
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Peapack Gladstone Financial Corp
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WCG Wealth Advisors LLC
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Hidden Lake Asset Management LP
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CAPROCK Group, Inc.
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Atlas Brown,Inc.
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Nova Wealth Management, Inc.
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DBK Financial Counsel, LLC
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Keebeck Alpha, LP
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New Republic Capital, LLC
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North Capital, Inc.
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Global Wealth Management Investment Advisory, Inc.
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River Street Advisors LLC
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Magnolia Capital Management Ltd
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Country Trust Bank
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Hill Island Financial Llc
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Gallacher Capital Management LLC
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Eversept Partners, LP
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Nilsine Partners, LLC
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Alexander Labrunerie & Co., Inc.
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Unique Wealth, Llc
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Goelzer Investment Management, Inc.
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King Luther Capital Management Corp
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Plancorp, LLC
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Steward Partners Investment Advisory, Llc
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NorthCrest Asset Manangement, LLC
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Financial Sense Advisors, Inc.
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BayBridge Capital Group, LLC
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American Institute for Advanced Investment Management, LLP
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Raelipskie Partnership
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Botty Investors LLC
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Clarity Capital Advisors, LLC
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St Germain D J Co Inc
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Forte Capital Llc /adv
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Taylor Financial Group, Inc.
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Net Worth Advisory Group
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VestGen Advisors, LLC
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Sequoia Financial Advisors, LLC
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Main Management ETF Advisors, LLC
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Union Bancaire Privee, UBP SA
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Sawyer & Company, Inc
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Guerra Advisors Inc
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Wealth Management Resources, Inc.
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Aspire Capital Advisors LLC
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Apollon Financial, LLC
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GEM Asset Management, LLC
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Lowe Wealth Advisors, LLC
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ZEGA Investments, LLC
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Bank Hapoalim Bm
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Kathmere Capital Management, LLC
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Garda Capital Partners Lp
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Mission Creek Capital Partners, Inc.
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Stephens Consulting, LLC
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Teamwork Financial Advisors, LLC
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Penobscot Investment Management Company, Inc.
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Capital Group Private Client Services, Inc.
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AIMZ Investment Advisors, LLC
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Allred Capital Management, LLC
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Gerber, Llc
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Gitterman Wealth Management, LLC
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Human Investing LLC
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Jag Capital Management, Llc
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Bath Savings Trust Co
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Cutler Investment Counsel Llc
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Benjamin Edwards Inc
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Southeast Asset Advisors Inc.
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Cynosure Management, Llc
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CNB Bank
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Murphy & Mullick Capital Management Corp
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American Trust
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Mirabella Financial Services Llp
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Wisconsin Capital Management Llc
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Hm Payson & Co
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Brio Consultants, LLC
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Penserra Capital Management LLC
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Monograph Wealth Advisors, Llc
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Reliant Investment Partners, LLC
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BOCHK Asset Management Ltd
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Tufton Capital Management
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Grey Fox Wealth Advisors, LLC
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Elliott Investment Management L.P.
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Telos Capital Management, Inc.
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Angeles Wealth Management, Llc
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Hudson Value Partners, LLC
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Raleigh Capital Management Inc.
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Missouri Trust & Investment Co
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Neuberger Berman Group LLC
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DAVENPORT & Co LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Metropolitan Life Insurance Co/ny
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Independence Bank of Kentucky
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Wincap Financial Llc
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Lindbrook Capital, Llc
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Copperleaf Capital, LLC
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Culbertson A N & Co Inc
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Disciplined Investors, L.L.C.
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Vise Technologies, Inc.
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Conservest Capital Advisors, Inc.
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Northeast Planning Associates, Inc. / Nh /
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Friday Financial
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Marshall & Sullivan Inc /wa/
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Strategies Wealth Advisors, LLC
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DKM Wealth Management, Inc.
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Dale Q Rice Investment Management Ltd
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Sentinus, LLC
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GDS Wealth Management
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Clarkston Capital Partners, LLC
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Bare Financial Services, Inc
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Talisman Wealth Advisors LLC
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Yelin Lapidot Holdings Management Ltd.
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Rainier Family Wealth Inc
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Cura Wealth Advisors, Llc
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Hudson Capital Management LLC
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Dimension Capital Management Llc
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Anchor Capital Management Group Inc
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Retirement Planning Group, Llc / Ny
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Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
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New England Private Wealth Advisors LLC
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4wealth Advisors, Inc.
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MorganRosel Wealth Management, LLC
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Assetmark, Inc
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Nottingham Advisors, Inc.
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Focused Wealth Management, Inc
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Community Financial Services Group, LLC
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Waterway Wealth Management, LLC
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OLIO Financial Planning
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Solitude Financial Services
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Warner Financial, Inc
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Astoria Portfolio Advisors LLC.
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Equitable Holdings, Inc.
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FreeGulliver LLC
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Lazard Freres Gestion S.A.S.
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Prairie Sky Financial Group LLC
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Norden Group Llc
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Texas Capital Bank Wealth Management Services Inc
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Pacific Point Advisors, LLC
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American Alpha Advisors, LLC
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Waratah Capital Advisors Ltd.
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Lighthouse Financial LLC
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Hikari Tsushin, Inc.
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Florida Financial Advisors, Llc
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Levin Capital Strategies, L.p.
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Engineers Gate Manager LP
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Wealthcare Capital Management Llc
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FORM Wealth Advisors, LLC
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Capasso Planning Partners LLC
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Millstone Evans Group, LLC
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Richards, Merrill & Peterson, Inc.
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Adaptive Financial Consulting, LLC
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Claris Financial LLC
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Synergy Financial Group, LTD
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Joel Adams & Associates, Inc.
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Cutler Capital Management, LLC
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Forbes J M & Co Llp
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Mmbg Investment Advisors Co.
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WFA of San Diego, LLC
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CMT Capital Markets Trading GmbH
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Chevy Chase Trust Holdings, Inc.
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WESPAC Advisors SoCal, LLC
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Banque Transatlantique SA
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Trifecta Capital Advisors, LLC
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McIlrath & Eck, LLC
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OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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Tradition Wealth Management, LLC
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Roundview Capital LLC
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Parcion Private Wealth LLC
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Tlwm
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Ackerman Asset Management, LLC
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Midwest Financial Group LLC
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DHK Financial Advisors, Inc.
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Manufacturers Life Insurance Company, The
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Allianz Asset Management GmbH
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Thrivent Financial For Lutherans
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Systematic Alpha Investments, LLC
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Cornerstone Wealth Management, LLC
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Intellus Advisors LLC
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Wealth Advisory Solutions, LLC
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Black Swift Group, LLC
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Consolidated Portfolio Review Corp
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Fiduciary Group LLC
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Greenwich Wealth Management LLC
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Mosaic Financial Group, Llc
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Western Pacific Wealth Management, LP
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Solano Wealth Investment Advisors LLC
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Clear Creek Financial Management, LLC
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LTG Capital LLC
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STAR Financial Bank
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KilterHowling LLC
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Bell Bank
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Wellspring Financial Advisors, LLC
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Mount Lucas Management LP
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Tsfg, Llc
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Warwick Investment Management, Inc.
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Somerset Group LLC
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Quadrant Capital Group Llc
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Ledyard National Bank
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Cetera Trust Company, N.A
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Powers Advisory Group, LLC
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EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
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XY Planning Network, Inc.
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Connecticut Wealth Management, LLC
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Mayfair Advisory Group, LLC
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Walkner Condon Financial Advisors LLC
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Lowe Brockenbrough & Co Inc
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CSM Advisors, LLC
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Codex Capital Asset Management L.L.C.
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Brueske Advisory Services, LLC
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Glen Eagle Advisors, LLC
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Hickory Point Bank & Trust
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Patten & Patten Inc/tn
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Howard Capital Management Group, LLC
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Toth Financial Advisory Corp
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Drucker Wealth 3.0, LLC
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Westbourne Investment Advisors, Inc.
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Cornerstone Planning Group LLC
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Tectonic Advisors Llc
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Capital Investment Counsel, LLC
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Mercer Global Advisors Inc /adv
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Sofos Investments, Inc.
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BridgePort Financial Solutions, LLC
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Chesley Taft & Associates LLC
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MSH Capital Advisors LLC
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Vanguard Capital Wealth Advisors
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FSC Wealth Advisors, LLC
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Presper Financial Architects, LLC
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Provenance Wealth Advisors, LLC
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Black Diamond Financial, LLC
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Silverlake Wealth Management Llc
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Kestra Advisory Services, LLC
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Pinnacle Wealth Management Group, Inc.
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Perissos Private Wealth Management, LLC
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Anson Funds Management LP
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Snowden Capital Advisors LLC
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Flow Traders U.s. Llc
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WPWealth LLP
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Coastwise Capital Group, LLC
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Stenger Family Office, LLC
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Strategic Advisors LLC
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G&S Capital LLC
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Gainplan LLC
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Archford Capital Strategies, LLC
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Flagship Harbor Advisors, Llc
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Krilogy Financial LLC
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Icon Wealth Advisors, LLC
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Opes Wealth Management LLC
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IFC Advisors LLC
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TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
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Shepherd Financial Partners LLC
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Symmetry Partners, LLC
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Ancora Advisors, LLC
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Jump Financial, LLC
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HAP Trading, LLC
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Fingerlakes Wealth Management, Inc.
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Crew Capital Management, Ltd.
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Proficio Capital Partners LLC
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Kaufman Rossin Wealth, LLC
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SP Asset Management LLC
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Parkshore Wealth Management, Inc.
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Lokken Investment Group LLC
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Ascent Wealth Partners, LLC
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Leading Edge Financial Planning LLC
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Y.D. More Investments Ltd
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Atomi Financial Group, Inc.
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Mitsubishi UFJ Trust & Banking Corp
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Fagan Associates, Inc.
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IFS Advisors, LLC
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SageView Advisory Group, LLC
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Stordahl Capital Management, Inc.
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Legend Financial Advisors, Inc.
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Capstone Financial Advisors, Inc.
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Quest 10 Wealth Builders, Inc.
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SNS Financial Group, LLC
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Camarda Financial Advisors, LLC
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Partners Capital Investment Group, Llp
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Allen Mooney & Barnes Investment Advisors LLC
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Regal Investment Advisors LLC
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Herold Advisors, Inc.
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Nomura Asset Management Co Ltd
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Optivise Advisory Services LLC
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Greystone Financial Group, LLC
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Mainstay Capital Management Llc /adv
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Skopos Labs, Inc.
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Cathy Pareto & Associates, Inc
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Hillsdale Investment Management Inc.
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Wealth Dimensions Group, Ltd.
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Prostatis Group LLC
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Intrust Bank Na
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Greater Midwest Financial Group, LLC
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Sugar Maple Asset Management, LLC
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Pines Wealth Management, LLC
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Concord Asset Management, LLC/VA
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Charles Schwab Trust Co
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Wealth Alliance Advisory Group, LLC
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Parkside Financial Bank & Trust
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Ridgecrest Wealth Partners, Llc
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Orcam Financial Group
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F&V Capital Management, LLC
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Bank Of America Corp /de/
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Drive Wealth Management, Llc
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Massachusetts Wealth Management
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TruWealth Advisors, LLC
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
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E&G Advisors, LP
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Stone Point Wealth LLC
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Keyes, Stange & Wooten Wealth Management, LLC
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BKD Wealth Advisors, LLC
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North Point Portfolio Managers Corp/oh
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Measured Risk Portfolios, Inc.
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Sanibel Captiva Trust Company, Inc.
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Noked Israel Ltd
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FNY Investment Advisers, LLC
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Modera Wealth Management, LLC
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MN Wealth Advisors, LLC
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Youngs Advisory Group, Inc.
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Leisure Capital Management
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Van Hulzen Asset Management, LLC
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Pacific Wealth Strategies Group, Inc.
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ESL Trust Services, LLC
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Meeder Advisory Services, Inc.
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Minot DeBlois Advisors LLC
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CMG Global Holdings, LLC
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D L Carlson Investment Group Inc
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Convergence Financial, LLC
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Goldstein Advisors, LLC
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Dahring | Cusmano Llc
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Fortune 45 LLC
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Carrera Capital Advisors
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Diversify Wealth Management, Llc
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SPC Financial, Inc.
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Flagship Private Wealth, LLC
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Hanson & Doremus Investment Management
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Catalyst Financial Partners Llc
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Northwest Financial Advisors
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Successful Portfolios LLC
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Refined Wealth Management
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Future Fund LLC
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Elevate Wealth Advisory, Inc
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HF - Tidal Trust II - DGA Absolute Return ETF
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Sara-Bay Financial
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Trustmark National Bank Trust Department
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Wingate Wealth Advisors, Inc.
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Carnegie Mellon University
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Brown Brothers Harriman & Co
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Susquehanna International Group, Llp
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MGO Private Wealth, LLC
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Fluent Financial, LLC
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Summit Global Investments
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Mascagni Wealth Management, Inc.
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Beckerman Institutional, LLC
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Oasis Management Co Ltd.
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Creative Financial Designs Inc /adv
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Moisand Fitzgerald Tamayo, LLC
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Williams Jones Wealth Management, LLC.
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City State Bank
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Archetype Wealth Partners
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Ameritas Advisory Services, LLC
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
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Everett Harris & Co /ca/
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LMR Partners LLP
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Optima Capital Llc
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Intrua Financial, LLC
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Edge Financial Advisors LLC
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Durante & Waters, Llc
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ROI Financial Advisors, LLC
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Bradley & Co. Private Wealth Management, LLC
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Alliance Wealth Advisors, LLC
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Darden Wealth Group Inc
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Sageworth Trust Co
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City Center Advisors, LLC
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Financial Partners Group, LLC
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Harvest Investment Advisors, LLC
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Rollins Financial Advisors, LLC
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Surience Private Wealth Llc
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Avidian Wealth Solutions, LLC
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Absolute Capital Management, LLC
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Td Private Client Wealth Llc
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First Financial Bankshares Inc
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Ruedi Wealth Management, Inc.
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Fortress Private Ledger, Llc
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WT Wealth Management
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JPL Wealth Management, LLC
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Financial Perspectives, Inc
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Symphony Financial, Ltd. Co.
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Fortress Wealth Group, LLC
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Baker Tilly Financial, Llc
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Strategic Point Investment Advisors, LLC
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Morton Capital Management LLC/CA
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Jones Financial Companies Lllp
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Smith Thornton Advisors LLC
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Accurate Wealth Management, LLC
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Catalyst Private Wealth, Llc
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McElhenny Sheffield Capital Management, LLC
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First Bancorp, Inc /ME/
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West Bancorporation Inc
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Lumbard & Kellner, LLC
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Pacitti Group Inc.
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FRG Family Wealth Advisors LLC
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Catalina Capital Group, LLC
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Kcm Investment Advisors Llc
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Panoramic Investment Advisors, Llc
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Financial Security Advisor, Inc.
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American Financial Advisors, LLC
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Sassicaia Capital Advisers Llc
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Callan Capital, LLC
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Resolute Wealth Strategies, LLC
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Embree Financial Group
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Brady Family Wealth, Llc
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Intellectus Partners, LLC
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First Financial Group Corp
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Vertex Planning Partners, LLC
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RMB Capital Management, LLC
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Signal Advisors Wealth, LLC
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Patrick M Sweeney & Associates, Inc
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Aire Advisors, Llc
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Cooper/haims Advisors, Llc
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Apex Wealth Management, LLC
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Apollon Wealth Management, LLC
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Canopy Partners, LLC
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Foguth Wealth Management, LLC.
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Compass Advisory Group LLC
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Westhampton Capital, LLC
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Journey Advisory Group, LLC
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Single Point Partners, LLC
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Whelan Financial
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Sage Rhino Capital Llc
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Berkshire Money Management, Inc.
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Alexis Investment Partners, LLC
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Cedar Point Capital Partners, LLC
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Spurstone Advisory Services, LLC
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D'Orazio & Associates, Inc.
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Martin Capital Advisors, LLP
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Private Capital Management, LLC
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Boothbay Fund Management, Llc
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Buffington Mohr McNeal
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HB Wealth Management, LLC
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Spectrum Wealth Advisory Group, LLC
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Sprinkle Financial Consultants LLC
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Ring Mountain Capital, LLC
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Whitener Capital Management, Inc.
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Quantum Financial Advisors, LLC
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Amtrust Financial Services, Inc.
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Magnus Financial Group LLC
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Keystone Financial Group, Inc.
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First PREMIER Bank
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Ttp Investments, Inc.
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WoodTrust Financial Corp
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ORG Wealth Partners, LLC
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Yarbrough Capital, LLC
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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Gilbert & Cook, Inc.
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Advance Capital Management, Inc.
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Weitzel Financial Services, Inc.
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Suncoast Equity Management
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Bienville Capital Management, LLC
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Crestwood Advisors Group LLC
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Rocky Mountain Advisers, Llc
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Family Wealth Group, LLC
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Sovran Advisors, LLC
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GeoWealth Management, LLC
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Tiaa Trust, National Association
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Whittier Trust Co Of Nevada Inc
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Signet Financial Management, Llc
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Certified Advisory Corp
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Sigma Planning Corp
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Lifeworks Advisors, LLC
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Ptm Wealth Management, Llc
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Interchange Capital Partners, LLC
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Scoggin Management Lp
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Lazard Asset Management Llc
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Ulland Investment Advisors, LLC
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SeaBridge Investment Advisors LLC
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Glenorchy Capital Ltd
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Regent Peak Wealth Advisors LLC
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CENTRAL TRUST Co
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Hughes Financial Services, LLC
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Greenwood Capital Associates Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Mountain Pacific Investment Advisers Inc/id
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Altfest L J & Co Inc
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National Bank Of Canada /fi/
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IAG Wealth Partners, LLC
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Aurora Investment Managers, LLC.
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Morey & Quinn Wealth Partners, LLC
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Addison Capital Co
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Silicon Valley Capital Partners
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Castle Rock Wealth Management, LLC
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Milestones Private Investment Advisors LLC
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Plan Group Financial, LLC
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Intergy Private Wealth, LLC
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Quantum Financial Planning Services, Inc.
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Occidental Asset Management, LLC
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tru Independence LLC
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Horizon Investments, LLC
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Montecito Bank & Trust
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Mjp Associates Inc /adv
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Paul Damon & Associates, Inc.
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IPG Investment Advisors LLC
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Corundum Group, Inc.
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QQQT - Tidal Trust II - Defiance Nasdaq 100 Income Target ETF
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HFG Advisors, Inc.
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Fayez Sarofim & Co
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J2 Capital Management Inc
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Evernest Financial Advisors, LLC
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Trexquant Investment LP
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Moody National Bank Trust Division
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Carret Asset Management, Llc
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Berbice Capital Management LLC
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New Perspectives, Inc
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Bokf, Na
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Dentgroup LLC
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Marshall Wace, Llp
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Thor Trading Advisors, Llc
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Wealthspire Advisors, LLC
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Financial Synergies Wealth Advisors, Inc.
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Strategic Investment Advisors / MI
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Vontobel Holding Ltd.
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Schneider Downs Wealth Management Advisors, LP
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Weatherly Asset Management L. P.
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Mallini Complete Financial Planning LLC
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Navalign, LLC
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|
Klingman & Associates, LLC
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Balance Wealth, LLC
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Holos Integrated Wealth LLC
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Green Square Capital Advisors Llc
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Willow Creek Wealth Management Inc.
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Essex LLC
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NCP Inc.
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Partners Wealth Management, Llc
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Maven Securities LTD
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William Howard & Co Financial Advisors Inc
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Resources Investment Advisors, LLC.
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Camelot Technology Advisors, Inc.
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Firestone Capital Management
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WPG Advisers, LLC
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SoundView Advisors Inc.
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Sandy Cove Advisors, LLC
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Aspire Growth Partners LLC
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Eq Wealth Advisors, Llc
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Cladis Investment Advisory, LLC
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Avenue 1 Advisors, LLC
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AllSquare Wealth Management LLC
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CIBC World Markets Inc.
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New England Asset Management Inc
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Sherman Asset Management, Inc.
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Bouchey Financial Group Ltd
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Smart Portfolios, LLC
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Regimen Wealth, Llc
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BLB&B Advisors, LLC
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Terra Nova Asset Management LLC
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Ibex Wealth Advisors
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Pavion Blue Capital, LLC
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JP Wealth Management, Inc.
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Nvest Financial, LLC
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Aviance Capital Partners, LLC
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Nwam Llc
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Waterloo Capital, L.P.
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Elevation Capital Advisory, LLC
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L2 Asset Management, LLC
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ERn Financial, LLC
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Sharkey, Howes & Javer
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Highline Wealth Partners Llc
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TigerOak Management, L.L.C.
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Blue Oak Capital, LLC
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Gouws Capital LLC
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Bear Mountain Capital, Inc.
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TCG Advisory Services, LLC
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Tennessee Valley Asset Management Partners
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
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Patton Albertson Miller Group, Llc
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Cercano Management LLC
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Bridgewater Advisors Inc.
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West Financial Advisors, LLC
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Estate Counselors, LLC
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Braun-Bostich & Associates Inc.
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Level Four Advisory Services, Llc
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Members Advisory Group LLC
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Cwm, Llc
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Hurley Capital, LLC
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SOL Capital Management CO
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Northside Capital Management, LLC
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Genesee Capital Advisors, LLC
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Morling Financial Advisors, LLC
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Northstar Group, Inc.
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Sunbelt Securities, Inc.
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Columbus Macro, LLC
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Avalon Trust Co
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Two Sigma Securities, Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Client 1st Advisory Group, Llc
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Destiny Capital Corp/CO
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Veracity Capital LLC
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Granger Management LLC
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Evergreen Wealth Solutions, LLC
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AlpenGlobal Capital LLC
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Jupiter Wealth Management LLC
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Putney Financial Group LLC
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TCP Asset Management, LLC
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Colony Group, LLC
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Stillwater Wealth Management Group
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Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
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Integrity Alliance, Llc.
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TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I
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Solidarilty Wealth, LLC
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Diversified Portfolios, Inc.
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Schear Investment Advisers, LLC
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Smallwood Wealth Investment Management, LLC
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True Wealth Design, LLC
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Fisher Asset Management, LLC
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Buckhead Capital Management Llc
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Blackhawk Capital Partners LLC.
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QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
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True North Advisors, LLC
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Vista Investment Partners Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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First Long Island Investors, LLC
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Amussen Hunsaker Associates Llc
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Brasada Capital Management, Lp
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Taddei, Ludwig & Associates, Inc.
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Rsm Us Wealth Management Llc
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Tradewinds Capital Management, LLC
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Steel Peak Wealth Management LLC
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Akuna Securities Llc
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Liberty Capital Management, Inc.
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Hanlon Investment Management, Inc.
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Childress Capital Advisors, Llc
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Armstrong Advisory Group, Inc
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Cambridge Investment Research Advisors, Inc.
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Wealth Watch Advisors, INC
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
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Provident Wealth Management, LLC
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Second Line Capital, LLC
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Bearing Point Capital, Llc
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High Note Wealth, LLC
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Berger Financial Group, Inc
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Vermillion Wealth Management, Inc.
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Klingenstein Fields & Co Lp
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Jaffetilchin Investment Partners, LLC
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Golden State Equity Partners
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Truepoint, Inc.
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Pinnacle Holdings, LLC
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Mindset Wealth Management, Llc
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Integrated Wealth Concepts LLC
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Allen Capital Group, LLC
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D.B. Root & Company, LLC
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Exchange Traded Concepts, Llc
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Vienna Asset Management LLC
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Comprehensive Financial Consultants Institutional, Inc.
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Analyst IMS Investment Management Services Ltd.
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Sterling Financial Planning, Inc.
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Central Valley Advisors, Llc
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Harbour Trust & Investment Management Co
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Citigroup Inc
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Redwood Financial Network Corp
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Ohio National Investments, Inc.
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Cahaba Wealth Management, Inc.
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Pinnacle Investment Management Ltd
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JNBA Financial Advisors
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Mitchell Mcleod Pugh & Williams Inc
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Purkiss Capital Advisors LLC
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Savoie Capital LLC
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Cypress Capital, LLC
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Cibc World Markets Corp
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Fifth Third Wealth Advisors LLC
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Signature Securities Group Corporation
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Curio Wealth, Llc
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Compass Rose Asset Management, LP
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Washington Trust Bank
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Alkeon Capital Management Llc
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Acas, Llc
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SMART Wealth LLC
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Beverly Hills Private Wealth, LLC
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Milestone Asset Management, Llc
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TD Waterhouse Canada Inc.
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Kanawha Capital Management Llc
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Cardinal Point Capital Management, ULC
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Colorado Capital Management, Inc.
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Fortitude Family Office, LLC
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HF Advisory Group, LLC
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Betterment LLC
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
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|
Federation des caisses Desjardins du Quebec
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Sivia Capital Partners, LLC
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KFA Private Wealth Group, LLC
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One Wealth Management Investment & Advisory Services, LLC
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Van Cleef Asset Management,Inc
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Allie Family Office LLC
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B & T Capital Management DBA Alpha Capital Management
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Wambolt & Associates, LLC
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Pettyjohn, Wood & White, Inc
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LWM Advisory Services, LLC
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JGP Wealth Management, LLC
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Seacrest Wealth Management, Llc
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Perritt Capital Management Inc
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EHP Funds Inc.
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Clear Harbor Asset Management, LLC
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Delta Asset Management Llc/tn
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PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF
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Warren Averett Asset Management, LLC
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White Wing Wealth Management
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Garner Asset Management Corp
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Us Bancorp \de\
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Parkside Advisors LLC
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Elios Financial Group Inc.
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Elevatus Welath Management
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Portside Wealth Group, LLC
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Gentry Private Wealth, Llc
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TAGStone Capital, Inc.
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Edmond De Rothschild Holding S.a.
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PDS Planning, Inc
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Accredited Investors Inc.
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Warburton Capital Management, LLC
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Ascension Capital Advisors, Inc.
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Spectrum Wealth Counsel, LLC
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49 Wealth Management, Llc
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Quad-Cities Investment Group, LLC
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Wellington Shields & Co., LLC
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Verus Capital Partners, Llc
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Triad Wealth Partners, LLC
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Baird Financial Group, Inc.
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Becker Capital Management Inc
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BlueCrest Capital Management Ltd
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Accelerate Investment Advisors LLC
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Mesirow Financial Investment Management, Inc.
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Wsfs Capital Management, Llc
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Allen Investment Management LLC
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Gamco Investors, Inc. Et Al
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Taikang Asset Management (Hong Kong) Co Ltd
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Koss-Olinger Consulting, LLC
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Gotham Asset Management, LLC
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TCTC Holdings, LLC
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Investment Management Corp /va/ /adv
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Carnegie Capital Asset Management, LLC
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Alpha Financial Partners, LLC
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Peregrine Asset Advisers, Inc.
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JB Capital LLC
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Walleye Trading LLC
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One Day In July LLC
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Platt Investment Counsel, LLC
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Hamilton Point Investment Advisors, LLC
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Marathon Capital Management
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ELCO Management Co., LLC
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Wolf Group Capital Advisors
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Elite Financial, Inc.
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Traction Financial Partners, LLC
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MAI Capital Management
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Cvfg Llc
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Marcum Wealth, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Peterson Wealth Management
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Oxinas Partners Wealth Management LLC
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Goldstream Capital Management Ltd
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Trust Co Of Toledo Na /oh/
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Heritage Investment Group, Inc.
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Agate Pass Investment Management, LLC
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FOCUS Wealth Advisors, LLC
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Squarepoint Ops LLC
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MFA Wealth Services
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Spinnaker Trust
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Castle Wealth Management Llc
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Accredited Wealth Management, LLC
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XTX Topco Ltd
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Soundwatch Capital LLC
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CoreFirst Bank & Trust
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Strategy Asset Managers Llc
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Atwater Malick LLC
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Bluesphere Advisors, LLC
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Smith Chas P & Associates Pa Cpas
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Dana Investment Advisors, Inc.
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Sfmg, Llc
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SimpliFi, Inc.
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Great Diamond Partners, LLC
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Stifel Financial Corp
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Capital Wealth Planning, LLC
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Holland Advisory Services, Inc.
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Parkworth Wealth Management, Inc.
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|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
GK Wealth Management LLC
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|
THIR - THOR Financial Technologies Trust - THOR Index Rotation ETF
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|
|
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|
Soros Fund Management Llc
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Souders Financial Advisors
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Tanglewood Wealth Management, Inc.
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Capital A Wealth Management, LLC
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LGT Financial Advisors LLC
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CWA Asset Management Group, LLC
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|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
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Clay Northam Wealth Management, LLC
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|
DDFG, Inc
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Banco Santander, S.A.
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MKT Advisors LLC
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Winnow Wealth Llc
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|
Life Line Wealth Management Llc
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|
IFG Advisory, LLC
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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Beacon Investment Advisory Services, Inc.
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Silverleafe Capital Partners, LLC
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Custom Index Systems, Llc
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|
Capital Advisors Inc/ok
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|
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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|
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|
Novem Group
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Traub Capital Management LLC
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Delta Investment Management, LLC
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North Ridge Wealth Advisors, Inc.
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Hilton Capital Management, LLC
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Clare Market Investments LLC
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Avantax Planning Partners, Inc.
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Cyndeo Wealth Partners, LLC
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Paragon Financial Partners, Inc.
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Coldstream Capital Management Inc
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One River Asset Management, LLC
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|
Lwm Advisors Inc
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|
Point72 (DIFC) Ltd
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|
Quadcap Wealth Management, LLC
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Tranquilli Financial Advisor LLC
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Pinnacle Financial Partners Inc
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|
Carter Financial Group, INC.
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Clarity Wealth Development LLC
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|
Valence8 US LP
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|
Capital Advisory Group Advisory Services, LLC
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Moody Lynn & Lieberson, Llc
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Frisch Financial Group, Inc.
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Root Financial Partners, LLC
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Bank Julius Baer & Co. Ltd, Zurich
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GPS Wealth Strategies Group, LLC
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Wealth Management Nebraska
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Founders Capital Management, Llc
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Beaird Harris Wealth Management, LLC
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Monticello Wealth Management, Llc
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Tableaux Llc
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Mission Hills Financial Advisory, LLC
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Breakwater Capital Group
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Stratos Wealth Advisors, LLC
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Gts Securities Llc
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Red Crane Wealth Management, Llc
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Iron Financial, LLC
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Peddock Capital Advisors, Llc
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CenterStar Asset Management, LLC
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Atria Wealth Solutions, Inc.
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Jackson Square Capital, Llc
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QRDTX - Advisors Preferred Trust - Quantified Rising Dividend Tactical Fund Investor Class Shares
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Amundi
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McGuire Investment Group, LLC
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Dorsey & Whitney Trust CO LLC
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Focus Financial Network, Inc.
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Clarity Wealth Advisors, LLC
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Bay Rivers Group
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Koshinski Asset Management, Inc.
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Elyxium Wealth, LLC
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Mattern Wealth Management LLC
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Aspiriant, Llc
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Price T Rowe Associates Inc /md/
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Decker Retirement Planning Inc.
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Invst, LLC
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Precedent Wealth Partners, Llc
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LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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Perennial Investment Advisors, LLC
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McLean Asset Management Corp
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Oppenheimer Asset Management Inc.
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Integrated Advisors Network LLC
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First Western Trust Bank
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Cadent Capital Advisors, LLC
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Crews Bank & Trust
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RMR Wealth Builders
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REAP Financial Group, LLC
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Salem Investment Counselors Inc
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Colonial River Wealth Management, LLC
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Capital Wealth Management, Llc
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Legacy Wealth Management, Inc
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Burns J W & Co Inc/ny
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HT Partners LLC
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Stonegate Investment Group, LLC
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Townsquare Capital Llc
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Smartleaf Asset Management LLC
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BKM Wealth Management, LLC
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Claro Advisors LLC
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Beaumont Financial Advisors, LLC
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Kaizen Financial Strategies
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Santori & Peters, Inc.
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Acorn Financial Advisory Services Inc /adv
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North Forty Two & Co.
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Summit Trail Advisors, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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AA Financial Advisors, LLC
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Essex Savings Bank
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LJI Wealth Management, LLC
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Northern Trust Corp
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Hallmark Capital Management Inc
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Chicago Partners Investment Group LLC
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Investor's Fiduciary Advisor Network, LLC
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Fourth Dimension Wealth, LLC
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Onyx Bridge Wealth Group LLC
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Latitude Advisors, LLC
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Vident Advisory, LLC
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Sierra Summit Advisors Llc
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Pin Oak Investment Advisors Inc
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Wealth Effects Llc
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Avantax Advisory Services, Inc.
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Antonelli Financial Advisors, LLC
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First Financial Bank - Trust Division
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Asset Planning Corporation
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|
Deutsche Bank Ag\
|
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|
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|
Strategic Wealth Designers
|
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Sandbox Financial Partners, LLC
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RAM Investment Partners, LLC
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Legacy Bridge, LLC
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Ieq Capital, Llc
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O'ROURKE & COMPANY, Inc
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Thoma Capital Management LLC
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BSW Wealth Partners
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Prelude Capital Management, Llc
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Ritholtz Wealth Management
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Mayflower Financial Advisors, LLC
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LaSalle St. Investment Advisors, LLC
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Atlas Capital Advisors Llc
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M1 Capital Management LLC
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HBK Sorce Advisory LLC
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Cannon Wealth Management Services, LLC
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Formidable Asset Management, LLC
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Capital Investment Advisors, LLC
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Elm3 Financial Group, LLC
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Pennsylvania Capital Management Inc /adv
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JTC Employer Solutions Trusteee Ltd
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Aviso Wealth Management
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Cranbrook Wealth Management, LLC
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|
Burling Wealth Partners, Llc
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|
Northwest Capital Management Inc
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MSTQ - ETF Series Solutions - LHA Market State Tactical Q ETF
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Blue Capital, Inc.
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|
SBI Securities Co., Ltd.
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West Michigan Advisors, Llc
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Kayne Anderson Rudnick Investment Management Llc
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|
Stonebridge Capital Advisors LLC
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|
Blue Square Asset Management, Llc
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|
CIBC Asset Management Inc
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|
Hibernia Wealth Partners, LLC
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
Von Berge Wealth Management Group, LLC
|
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Tyche Wealth Partners LLC
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Financial Enhancement Group LLC
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AlTi Global, Inc.
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Nierenberg Investment Management Company, Inc.
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von Borstel & Associates, Inc.
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Fulton Bank, N.a.
|
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|
Nomura Holdings Inc
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|
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|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
|
|
|
|
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|
1776 Wealth LLC
|
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|
|
|
|
Edenbrook Capital, LLC
|
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|
|
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|
Mechanics Financial Corp
|
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|
Guyasuta Investment Advisors Inc
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|
Mb, Levis & Associates, Llc
|
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|
Pinnacle Family Advisors, LLC
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|
Aristides Capital LLC
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|
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|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Perbak Capital Partners LLP
|
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|
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|
|
InTrack Investment Management Inc
|
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|
Scott Marsh Financial, LLC
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|
New Hampshire Trust
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Howard Financial Services, Ltd.
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Fsb Premier Wealth Management, Inc.
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Montis Financial, LLC
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|
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|
SYM FINANCIAL Corp
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|
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|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Pentwater Capital Management LP
|
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|
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|
Baker Avenue Asset Management, LP
|
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|
|
|
Pamplona Capital Management, LLC
|
|
|
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|
Solutions 4 Wealth, Ltd
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|
Founders Capital Management
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|
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|
J. Goldman & Co LP
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
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|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Johns Hopkins University
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
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|
|
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|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
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|
Philadelphia Trust Co
|
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|
Old North State Trust, LLC
|
|
|
|
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|
Alternative Investment Advisors, LLC.
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|
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|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
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|
Luken Investment Analytics, LLC
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|
Spreng Capital Management, Inc.
|
|
|
|
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|
Pacific Sage Partners, LLC
|
|
|
|
|
|
LBETX - Northern Lights Fund Trust IV - Low Beta Tactical 500 Fund Institutional Class
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
DFNDX - Managed Portfolio Series - Kensington Defender Fund Institutional Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
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|
|
|
|
Watts Gwilliam & Co., LLC
|
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|
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|
GM Advisory Group, Inc.
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|
ROSS\JOHNSON & Associates LLC
|
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|
Byrne Financial Freedom, Llc
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|
Inspire Advisors, LLC
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|
Total Clarity Wealth Management, Inc.
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|
Kieckhefer Group Llc
|
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|
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|
Fft Wealth Management Llc
|
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|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
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|
|
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|
Atlantic Private Wealth, LLC
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|
Kiker Wealth Management, LLC
|
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|
AIFG Consultants Ltd.
|
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|
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|
Correct Capital Wealth Management
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|
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|
Wealth Alliance
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|
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|
Threadgill Financial, Llc
|
|
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|
|
|
Townsend Asset Management Corp /nc/ /adv
|
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|
|
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|
4J Wealth Management LLC
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|
|
|
Cresset Asset Management, LLC
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|
AssuredPartners Investment Advisors, LLC
|
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|
|
|
Ewa, Llc
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|
|
Howe & Rusling Inc
|
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|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
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|
Alpine Bank Wealth Management
|
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|
|
|
|
New Wave Wealth Advisors Llc
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|
Rogco, Lp
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|
Vista Capital Partners, Inc.
|
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|
Banque Cantonale Vaudoise
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Oak Harvest Investment Services
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|
Retirement Solution Inc.
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|
Fidelis Capital Partners, LLC
|
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|
Manuka Financial, LLC
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|
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|
|
Mma Asset Management Llc
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|
|
|
|
|
Marion Wealth Management
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|
Kirr Marbach & Co Llc /in/
|
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|
Bedel Financial Consulting, Inc.
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|
Transce3nd, LLC
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Phillips Financial Management, Llc
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|
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|
Continuum Advisory, LLC
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Encompass Wealth Advisors, Llc
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Sovereign Financial Group, Inc.
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|
Valued Wealth Advisors LLC
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|
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Argentarii, LLC
|
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|
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|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
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|
Leeward Financial Partners, LLC
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|
Venture Visionary Partners LLC
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|
Udine Wealth Management, Inc.
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|
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|
Mml Investors Services, Llc
|
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|
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Shelton Capital Management
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|
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|
Avaii Wealth Management, Llc
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|
Whitaker-Myers Wealth Managers, LTD.
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|
Mystic Asset Management, Inc.
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|
|
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|
Verde Capital Management
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|
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|
Tru Independence Asset Management 2, Llc
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Boston Trust Walden Corp
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|
Atlas Financial Advisors, Inc.
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Clearwater Capital Advisors, LLC
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Legacy Trust
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|
Beese Fulmer Investment Management, Inc.
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|
Generation Capital Management LLC
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|
Maple Capital Management, Inc.
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|
Investors Research Corp
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|
Roman Butler Fullerton & Co
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|
Whitcomb & Hess, Inc.
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|
Ignite Planners, LLC
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|
|
|
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|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Lyell Wealth Management, Lp
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|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
1832 Asset Management L.P.
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|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
BCGM Wealth Management, LLC
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|
|
|
|
|
Abound Financial, Llc
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|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
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|
|
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|
Morangie Management LLC
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|
Foronjy Financial Llc
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|
JCIC Asset Management Inc.
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|
Atwood & Palmer Inc
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|
All Terrain Financial Advisors, LLC
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|
Luminist Capital LLC
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|
Guardian Partners Inc.
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|
Belmont Capital, LLC
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|
Rede Wealth, LLC
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|
Pps&v Asset Management Consultants, Inc.
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|
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|
Carbahal Olsen Financial Services Group, LLC
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|
|
|
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|
Encompass More Asset Management
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|
|
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|
Prairieview Wealth Partners, Llc
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|
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|
Dixon Mitchell Investment Counsel Inc.
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|
Baxter Bros Inc
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|
iA Global Asset Management Inc.
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|
|
|
|
Falcon Wealth Planning
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|
|
|
|
|
Beach Point Capital Management LP
|
|
|
|
|
|
Stiles Financial Services Inc
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|
|
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|
EPG Wealth Management LLC
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|
Rooted Wealth Advisors, Inc.
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|
|
|
|
Thoroughbred Financial Services, Llc
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|
|
|
|
|
KAGCX - Managed Portfolio Series - Kensington Dynamic Growth Fund Class C Shares
|
|
|
|
|
|
Bay Capital Advisors, LLC
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|
3Chopt Investment Partners, LLC
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|
Leavell Investment Management, Inc.
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|
Procyon Private Wealth Partners, LLC
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|
Td Asset Management Inc
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|
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|
CV Advisors LLC
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|
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|
BIP Wealth, LLC
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|
Geneos Wealth Management Inc.
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|
Iams Wealth Management, Llc
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|
AJ Advisors, LLC
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|
Meridian Wealth Advisors, LLC
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|
Bogart Wealth, LLC
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|
Summit Wealth & Retirement Planning, Inc.
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|
United Capital Management of KS, Inc.
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|
Financial Freedom, LLC
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TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
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Moloney Securities Asset Management, LLC
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Heritage Oak Wealth Advisors Llc
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LRI Investments, LLC
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Park Edge Advisors, LLC
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Warm Springs Advisors Inc.
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Georgetown University
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Worth Financial Advisory Group, LLC
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Juniper Hill Capital Management, LP
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NorthStar Asset Management LLC /NJ/
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B.O.S.S. Retirement Advisors, LLC
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Fifth Third Securities, Inc.
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First Manhattan Co
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Fiduciary Wealth Partners, LLC
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Cresta Advisors, Ltd.
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Asset Dedication, LLC
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Davis R M Inc
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NewSquare Capital LLC
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Aft, Forsyth & Sober, LLC
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One Charles Private Wealth Services, LLC
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Arrien Investments, Inc.
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Ashton Thomas Securities, Llc
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Toews Corp /adv
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Marmo Financial Group, LLC
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Arlington Trust Co LLC
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Canandaigua National Bank & Trust Co
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CFO4Life Group, LLC
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Benedict Financial Advisors Inc
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Pacific Asset Management, LLC
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Retirement Planning Co of New England, Inc.
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LifeSteps Financial, Inc.
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Inspirion Wealth Advisors, Llc
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First United Bank Trust/
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DLD Asset Management, LP
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Whittier Trust Co
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Regatta Capital Group, Llc
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Pnc Financial Services Group, Inc.
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Grandview Asset Management LLC
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LongView Wealth Management
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Russell Investments Group, Ltd.
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Ramirez Asset Management, Inc.
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Chapin Davis, Inc.
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Roof Eidam & Maycock/adv
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Hurlow Wealth Management Group, Inc.
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King Wealth
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Commerce Bank
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Farrow Financial Inc.
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DiMeo Schneider & Associates, L.L.C.
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Sigma Investment Counselors Inc
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Granite Harbor Advisors, Inc.
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Dougherty Wealth Advisers LLC
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Signature Wealth Management Group
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Sincerus Advisory, LLC
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Mcintyre Freedman & Flynn Investment Advisers Inc
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Freestone Capital Holdings, LLC
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Dash Acquisitions Inc.
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Evermay Wealth Management Llc
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Hoge Financial Services, Llc
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Quaker Wealth Management, LLC
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Ciovacco Capital Management LLC
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Ellis Investment Partners, LLC
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Fortis Group Advisors, LLC
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Great Lakes Retirement, Inc.
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Horrell Capital Management, Inc.
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Advantage Trust Co
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Comprehensive Money Management Services LLC
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Howard Wealth Management, Llc
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
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DDD Partners, LLC
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Berkeley Capital Partners, LLC
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Capital Counsel Llc/ny
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ArborFi Advisors, LLC
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Apexium Financial, Lp
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Safe Harbor Fiduciary, LLC
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Websterrogers Financial Advisors, Llc
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Waddell & Associates, Llc
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Independent Wealth Network Inc.
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Orgel Wealth Management, LLC
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Duncan Williams Asset Management, LLC
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Connective Capital Management, LLC
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Private Wealth Partners, LLC
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Triglav Skladi, D.o.o.
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Owen LaRue, LLC
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RW Investment Management LLC
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AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
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Morris Retirement Advisors, LLC
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Catalytic Wealth RIA, LLC
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Floyd Financial Group Llc
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Lcnb Corp
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Fusion Family Wealth LLC
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111 Capital
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Park Place Capital Corp
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Park National Corp /oh/
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Thrive Wealth Management, LLC
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Carl P. Sherr & Co., LLC
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Accordant Advisory Group Inc
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Dock Street Asset Management Inc
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Mount Yale Investment Advisors, LLC
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Pacific Capital Wealth Advisors, Inc
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Riverbend Wealth Management, LLC
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Plante Moran Financial Advisors, LLC
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Summit Financial Strategies, Inc.
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Sky Investment Group LLC
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Private Wealth Group, LLC
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Abound Wealth Management
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Puff Wealth Management, Llc
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Synergy Financial Management, LLC
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Tripletail Wealth Management, LLC
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Coign Capital Advisors LLC
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Consolidated Capital Management, Llc
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Hoey Investments, Inc
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Private Wealth Asset Management, LLC
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Hancock Prospecting Pty Ltd
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Beacon Capital Management, Inc.
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Snider Financial Group
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Patten Group, Inc.
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Glenview Trust Co
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Van Eck Associates Corp
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Kesler, Norman & Wride, LLC
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Rossby Financial, LCC
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Oversea-Chinese Banking CORP Ltd
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Ogorek Anthony Joseph /ny/ /adv
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Pandora Wealth, Inc.
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Harvest Investment Services, LLC
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Aspen Capital Management, LLC
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Fulton Breakefield Broenniman Llc
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Cooper Financial Group
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
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Brooks, Moore & Associates, Inc.
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GenTrust, LLC
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Smith, Moore & Co.
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Abacus Wealth Partners, LLC
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BlueChip Wealth Advisors LLC
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
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Geometric Wealth Advisors
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KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
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Arcadia Wealth Management, Inc.
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Vista Wealth Management Group, LLC
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Zwj Investment Counsel Inc
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Painted Porch Advisors LLC
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Harbor Investment Advisory, Llc
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SAM Advisors, LLC
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Aptus Capital Advisors, LLC
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Logan Capital Management Inc
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Clear Street Llc
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Sage Advisors, Llc
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Seelaus Asset Management LLC
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Gibson Capital, LLC
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Vigilare Wealth Management
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Macroview Investment Management Llc
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Sonora Investment Management Group, LLC
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Keystone Financial Services
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Harel Insurance Investments & Financial Services Ltd.
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Paragon Advisors, LLC
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SC&H Financial Advisors, Inc.
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Ledgewood Wealth Advisors, LLC
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Newman Dignan & Sheerar, Inc.
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Parallax Volatility Advisers, L.P.
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Baron Financial Group, LLC
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Prudential Financial Inc
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Prudent Investors Network
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Oxbow Advisors, LLC
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Ronald Blue Trust, Inc.
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Adviser Investments LLC
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Oakworth Capital, Inc.
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Monetary Management Group Inc
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Fi3 FINANCIAL ADVISORS, LLC
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Fiduciary Financial Group, Llc
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Fairfield, Bush & Co.
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Baer Investment Advisory LLC
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Vantage Point Financial LLC
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Emerald Investment Partners, Llc
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RFG Advisory, LLC
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One Capital Management, LLC
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Ubs Asset Management Americas Inc
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AMJ Financial Wealth Management
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Avondale Wealth Management
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CX Institutional
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Norinchukin Bank, The
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Ullmann Financial Group, Inc.
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HTG Investment Advisors, Inc.
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Moss Adams Wealth Advisors LLC
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Fonville Wealth Management LLC
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Savvy Advisors, Inc.
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Invictus Private Wealth, Llc
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MEMBERS Trust Co
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McKinley Carter Wealth Services, Inc.
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Keystone Wealth Services, LLC
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Hilltop Partners LLC
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Modern Wealth Management, LLC
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Wealth Quarterback LLC
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Relyea Zuckerberg Hanson LLC
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Welch & Forbes Llc
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Edgestream Partners, L.P.
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Cetera Investment Advisers
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Artemis Wealth Advisors, LLC
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Clg Llc
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Planwiser Financial, Llc
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Weaver Consulting Group
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First Horizon Advisors, Inc.
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5T Wealth, LLC
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Great Lakes Advisors, Llc
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Nikulski Financial, Inc.
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Credit Industriel Et Commercial
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Condor Capital Management
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Bellwether Advisors, LLC
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LVZ Advisors, Inc.
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Hummer Financial Advisory Services Inc
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NRI Wealth Management LC
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Point72 Hong Kong Ltd
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Zuckerman Investment Group, LLC
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Rockingstone Advisors LLC
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Shanda Payment Holdings Ltd.
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UBS Group AG
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Pensionmark Financial Group, Llc
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Alesco Advisors Llc
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Total Wealth Planning & Management, Inc.
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Narwhal Capital Management
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DHJJ Financial Advisors, Ltd.
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Cozad Asset Management Inc
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Stock Yards Bank & Trust Co
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First Merchants Corp
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Better Money Decisions, LLC
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Montz Harcus Wealth Management LLC
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Paradigm Financial Partners, Llc
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Masso Torrence Wealth Management Inc.
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Fort Sheridan Advisors Llc
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Birchcreek Wealth Management, LLC
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Chelsea Counsel Co
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Manhattan West Asset Management, LLC
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Twin Tree Management, LP
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|
Mairs & Power Inc
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Alerus Financial Na
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Grantvest Financial Group LLC
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Total Wealth Planning, Llc
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Seros Financial, LLC
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C M Bidwell & Associates Ltd
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FC Advisory LLC
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Gryphon Financial Partners LLC
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Strait & Sound Wealth Management LLC
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Jane Street Group, Llc
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RiverFront Investment Group, LLC
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Johnson Financial Group, LLC
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Enclave Advisors LLC
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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|
|
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|
Peak Financial Management, Inc.
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Cherrydale Wealth Management, Llc
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Valley Forge Investment Consultants Inc Adv
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Private Client Services, Llc
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Johnson Investment Counsel Inc
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Newport Capital Group, LLC
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Richmond Brothers, Inc.
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America First Investment Advisors, LLC
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Jackson Hole Capital Partners, LLC
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Northeast Investment Management
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Hazlett, Burt & Watson, Inc.
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Boston Common Asset Management, LLC
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Busey Wealth Management
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Spectrum Strategic Capital Management, LLC
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Crescent Grove Advisors, LLC
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|
Blossom Wealth Management
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|
Invesco Ltd.
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|
AIA Group Ltd
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GW&K Investment Management, LLC
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|
Willner & Heller, Llc
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|
Bank of New York Mellon Corp
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|
Independent Family Office, LLC
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|
Arkadios Wealth Advisors
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|
SOUTH STATE Corp
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|
Wealthcare Capital Partners, LLC
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|
IFG Advisors, LLC
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Mycio Wealth Partners, Llc
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Ipswich Investment Management Co., Inc.
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|
Congress Wealth Management LLC / DE /
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Dogwood Wealth Management LLC
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Wooster Corthell Wealth Management, Inc.
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|
Element Wealth, LLC
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Davis Capital Management
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|
Primoris Wealth Advisors, Llc
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|
PUREfi Wealth, LLC
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|
Schaper Benz & Wise Investment Counsel Inc/wi
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Beacon Pointe Advisors, LLC
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Wisconsin Wealth Advisors, LLC
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Concorde Asset Management, LLC
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Visionary Horizons, LLC
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JT Stratford LLC
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|
Money Concepts Capital Corp
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|
Fort Washington Investment Advisors Inc /oh/
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|
Philip James Wealth Mangement, LLC
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|
Lakeridge Wealth Management LLC
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New World Advisors LLC
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|
Farther Finance Advisors, LLC
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|
Gridiron Partners, LLC
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BCS Wealth Management
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|
Horizon Wealth Management, LLC
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|
Prasad Wealth Partners, LLC
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|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
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|
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|
Kickstand Ventures, Llc.
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|
Meridian Wealth Management, LLC
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|
Shearwater Capital LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Davidson Capital Management Inc.
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Denver Wealth Management, Inc.
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Anfield Capital Management, LLC
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RBA Wealth Management, LLC
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CPR Investments Inc.
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Bell Investment Advisors, Inc
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NewEdge Wealth, LLC
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Trademark Financial Management, LLC
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Keener Financial Planning LLC
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Cerro Pacific Wealth Advisors LLC
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Jmac Enterprises Llc
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National Asset Management, Inc.
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Symphony Financial Services, Inc.
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SLT Holdings LLC
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Centiva Capital, LP
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Connetic Venture Capital Access Fund
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Illumine Investment Management, LLC
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Consilium Wealth Advisory, LLC
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Goldman Sachs Group Inc
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Readystate Asset Management Lp
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Grassi Investment Management
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Minichmacgregor Wealth Management, Llc
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Global Strategic Investment Solutions, LLC
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Baron Wealth Management LLC
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Ipsen Advisor Group LLC
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RULRX - World Funds Trust - Rule One Fund
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Meritage Portfolio Management
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Gerber Kawasaki Wealth & Investment Management
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Baltimore-Washington Financial Advisors, Inc.
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Gwn Securities Inc.
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Sheaff Brock Investment Advisors, LLC
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Bishop & Co Investment Management, LLC
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Hel Ved Capital Management Ltd
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Gen-Wealth Partners Inc
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Verum Partners LLC
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Haverford Trust Co
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Wealthfront Advisers Llc
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Shaker Financial Services, LLC
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Heritage Wealth Management, Inc. /CA/
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Rockport Wealth LLC
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Hobbs Group Advisors, LLC
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Turtle Creek Wealth Advisors, LLC
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Atria Investments Llc
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Polar Asset Management Partners Inc.
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Napatree Capital Llc
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RPG Investment Advisory, LLC
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Financial Network Wealth Management LLC
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Hbk Investments L P
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Chicago Wealth Management, Inc.
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Nicolet Bankshares Inc
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Southland Equity Partners LLC
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Wealthquest Corp
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James J. Burns & Company, LLC
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Midwestern Financial, LLC /IA
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Yarger Wealth Strategies, Llc
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Harwood Advisory Group, LLC
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Napa Wealth Management
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Pacifica Partners Inc.
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Afg Fiduciary Services Limited Partnership
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Calamos Wealth Management LLC
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Outfitter Financial LLC
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Bulltick Wealth Management, LLC
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Segment Wealth Management, LLC
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Indiana Trust & Investment Management CO
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Delta Financial Group, Inc.
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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Smith Anglin Financial, LLC
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Kingstone Capital Partners Texas, LLC
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Mountain Capital Investment Advisors, Inc
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Inman Jager Wealth Management, LLC
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Scotia Capital Inc.
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DSG Capital Advisors, LLC
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Qube Research & Technologies Ltd
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Wealth Group Ltd
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Geneva Partners, LLC
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Main Street Research LLC
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APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
|
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RWM Asset Management, LLC
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Brandywine Trust Co
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Win Advisors, Inc
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WealthPlan Investment Management, LLC
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Discipline Wealth Solutions, LLC
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Curated Wealth Partners LLC
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Fairscale Capital, LLC
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M. Kulyk & Associates, LLC
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Parisi Gray Wealth Management
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Wealthcare Advisory Partners LLC
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Briaud Financial Planning, Inc
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Manchester Financial Inc
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Belvedere Trading LLC
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Advanced Asset Management Advisors Inc
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Concord Wealth Partners
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Argent Trust Co
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CI Private Wealth, LLC
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Atlantic Union Bankshares Corp
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Aldebaran Financial Inc.
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Kennicott Capital Management Llc
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Addison Advisors LLC
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GSG Advisors LLC
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Prosperity Consulting Group, LLC
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Pictet & Cie (Europe) SA
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Prosperity Wealth Management, Inc.
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Kennedy Investment Group
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EMC Capital Management
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Mach-1 Financial Group, Inc.
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City Holding Co
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
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Paradigm Capital Management, LLC/NV
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Linscomb & Williams, Inc.
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Tanglewood Legacy Advisors, LLC
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Rockbridge Investment Management, LCC
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Bank Of Nova Scotia
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Rik Saylor Financial, Inc.
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Beta Wealth Group, Inc.
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Charter Oak Capital Management, LLC
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Fort Point Capital Partners LLC
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Kera Capital Partners, Inc.
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Enzi Wealth
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Sykon Capital Llc
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Wealthstream Advisors, Inc.
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Kovack Advisors, Inc.
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Chatham Capital Group, Inc.
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Exencial Wealth Advisors, Llc
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Winebrenner Capital Management Llc
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Fiera Capital Corp
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Sightline Wealth Advisors, LLC
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Dynamic Financial Group
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Main Management LLC
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Garrett Wealth Advisory Group, LLC
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StoneX Group Inc.
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Spectrum Planning & Advisory Services Inc.
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
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Thomas J. Herzfeld Advisors, Inc.
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Sheridan Capital Management, LLC
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Saudi Central Bank
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Walled Lake Planning & Wealth Management, Llc
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Vestor Capital, Llc
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Oribel Capital Management, LP
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EverSource Wealth Advisors, LLC
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Next Level Wealth Planning, LLC
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Three Bridge Wealth Advisors, LLC
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James Investment Research Inc
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CIBC Private Wealth Group, LLC
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Bleakley Financial Group, LLC
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Hayek Kallen Investment Management
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First Pacific Financial
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TL Private Wealth
|
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|
FIL Ltd
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Hills Bank & Trust Co
|
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Apeiron RIA LLC
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Tandem Financial, LLC
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Cavalier Investments, LLC
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Envestnet Portfolio Solutions, Inc.
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Capital Wealth Alliance, LLC
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Sunesis Advisors, LLC
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Trust Co
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Glass Jacobson Investment Advisors llc
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Facet Wealth, Inc.
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Brown Wealth Management, Llc
|
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United Community Bank
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Talon Private Wealth, LLC
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|
Lmcg Investments, Llc
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Uptown Financial Advisors LLC
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Beutel, Goodman & Co Ltd.
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Kensington Asset Management, LLC
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LeClair Wealth Partners LLC
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Congress Park Capital LLC
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Three Seasons Wealth, LLC
|
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BetterWealth, LLC
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Beacon Financial Group
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Noble Wealth Management PBC
|
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Ballew Advisors, Inc
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VisionPoint Advisory Group, LLC
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BostonPremier Wealth LLC
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Private Capital Management Llc
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Blue Chip Partners, Inc.
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Waller Financial Planning Group, Inc
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Key Client Fiduciary Advisors, LLC
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CBIZ Investment Advisory Services, LLC
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|
Perkins Coie Trust Co
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|
Pinnacle Financial Group, LLC / IL
|
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|
|
|
|
Demars Financial Group, LLC
|
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|
Brandywine Oak Private Wealth Llc
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Caitlin John, LLC
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Mountain Hill Investment Partners Corp.
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|
FF Advisors,LLC
|
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Papp L Roy & Associates
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Huntington National Bank
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NWF Advisory Services Inc.
|
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|
PFG Investments, LLC
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Bank of New Hampshire
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Scopus Asset Management, L.p.
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Tfo-tdc, Llc
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Rareview Capital LLC
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Grimes & Company, Inc.
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Quartz Partners, LLC
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Ntv Asset Management Llc
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Astra Wealth Partners LLC
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Keb Asset Management, Llc
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David J Yvars Group
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SJA Financial Advisory, LLC
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Novare Capital Management Llc
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Global Financial Private Client, LLC
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|
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|
Creekside Partners
|
|
|
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|
Gibbs Wealth Management
|
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|
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|
Gries Financial Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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|
J.w. Cole Advisors, Inc.
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Shilanski & Associates, Inc.
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Principal Securities, Inc.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Schrum Private Wealth Management LLC
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Redwood Investment Management, Llc
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Portfolio Strategies, Inc.
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|
Chapman Financial Group, Llc
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ACGRX - NEIMAN FUNDS - Advisors Capital Growth Fund
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|
|
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SlateStone Wealth, LLC
|
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|
Gleason Group, Inc.
|
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|
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|
Hudson Bay Capital Management LP
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|
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Erickson Financial Group, LLC
|
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|
|
|
|
Chung Wu Investment Group, LLC
|
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|
|
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|
Baker Ellis Asset Management LLC
|
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|
Moller Financial Services
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
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Mission Wealth Management, Lp
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Riggs Asset Managment Co. Inc.
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Financial Guidance Group, Inc.
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Sumitomo Mitsui Trust Holdings, Inc.
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Consolidated Investment Group LLC
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Compass Financial Group, INC/SD
|
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|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
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|
|
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|
Clark Asset Management, LLC
|
|
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|
|
|
Disciplined Investments, LLC
|
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|
|
|
|
Lee Financial Co
|
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|
|
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|
RDA Financial Network
|
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|
|
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|
Trivant Custom Portfolio Group, LLC
|
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|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
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|
|
|
Agf Management Ltd
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Jefferies Financial Group Inc.
|
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|
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|
Wood Tarver Financial Group, LLC
|
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Maia Wealth LLC
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Whipplewood Advisors, LLC
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Yoder Wealth Management, Inc.
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Cohen Capital Management, Inc.
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Clarius Group, LLC
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Lauterbach Financial Advisors, LLC
|
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|
|
|
Serenus Wealth Advisors, LLC
|
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|
|
|
|
Cohen Klingenstein LLC
|
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|
|
|
|
Rodgers & Associates, LTD
|
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|
Diversified Investment Strategies, LLC
|
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|
|
|
|
Fusion Capital, LLC
|
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|
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|
First Citizens Bank & Trust Co
|
|
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|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
|
|
|
|
|
Omega Financial Group, LLC
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|
Smithfield Trust Co
|
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|
Credential Qtrade Securities Inc.
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|
Wimmer Associates 1, Llc
|
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Ballast, Inc.
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Naviter Wealth, LLC
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Godshalk Welsh Capital Management, Inc.
|
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|
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|
Synovus Financial Corp
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|
|
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|
Cary Street Partners Financial Llc
|
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|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
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|
Courier Capital Llc
|
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|
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|
Fairman Group, LLC
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Man Group plc
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Financial Management Professionals, Inc.
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Eagle Global Advisors Llc
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Nishkama Capital, LLC
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Gw Henssler & Associates Ltd
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Lazari Capital Management, Inc.
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|
Permanent Capital Management, LP
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EdgeRock Capital LLC
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|
Creekmur Asset Management LLC
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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|
BW Gestao de Investimentos Ltda.
|
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|
|
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|
MCF Advisors LLC
|
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|
|
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|
Applied Capital LLC
|
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|
|
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|
Cypress Wealth Services, LLC
|
|
|
|
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|
Security National Bank
|
|
|
|
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|
Pacific Financial Group Inc
|
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|
|
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|
Navis Wealth Advisors, LLC
|
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|
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|
Commonwealth Financial Services, LLC
|
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|
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|
Jeppson Wealth Management, Llc
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|
Trust Co Of Virginia /va
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|
1620 Investment Advisors, Inc.
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|
Spears Abacus Advisors LLC
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Cordatus Wealth Management LLC
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Mv Capital Management, Inc.
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|
Integrated Capital Management, Inc.
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Retirement Income Solutions, Inc
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Lake Street Financial Llc
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Front Row Advisors LLC
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Shira Ridge Wealth Management
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China Universal Asset Management Co., Ltd.
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WESPAC Advisors, LLC
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Jackson Thornton Asset Management, Llc
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Kestra Private Wealth Services, Llc
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Marquette Asset Management, LLC
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Milestone Asset Management Group, LLC
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Northern Capital Management, Inc.
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Bleichroeder LP
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Alpine Woods Capital Investors, Llc
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Investment Advisory Services Inc /tx /adv
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B&D White Capital Company, LLC
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Aqr Capital Management Llc
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Patriot Investment Management Inc.
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Joule Financial, LLC
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Horst & Graben Wealth Management LLC
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Bradley Foster & Sargent Inc/ct
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Alley Investment Management Company, LLC
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Harfst & Associates, Inc.
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CHURCHILL MANAGEMENT Corp
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Vista Private Wealth Partners. LLC
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PSI Advisors, LLC
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Vantage Financial Partners, LLC
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GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
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Slagle Financial, LLC
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Glaxis Capital Management, LLC
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Sharp Financial Services, LLC
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Coastline Trust Co
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Kingsview Wealth Management, LLC
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Able Wealth Management LLC
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Roble, Belko & Company, Inc
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Wilkins Miller Wealth Management, LLC
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Gibraltar Capital Management, Inc.
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Secure Asset Management, LLC
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Maripau Wealth Management Llc
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
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LPL Financial LLC
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Del-Sette Capital Management, LLC
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Fischer Investment Strategies, Llc
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Cable Hill Partners, LLC
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TCI Wealth Advisors, Inc.
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Three Cord True Wealth Management, LLC
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MIG Capital, LLC
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Cora Capital Advisors Llc
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Auxano Advisors, LLC
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Wolff Wiese Magana Llc
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MBE Wealth Management, LLC
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Quadrature Capital Ltd
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Midwest Professional Planners, LTD.
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Rise Advisors, LLC
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Mosaic Family Wealth Partners, Llc
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Capstone Triton Financial Group, LLC
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Kraft, Davis & Associates, LLC
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Mather Group, Llc.
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Advisor OS, LLC
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Huntleigh Advisors, Inc.
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Daymark Wealth Partners, Llc
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Burney Co/
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GFG Capital, LLC
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Centricity Wealth Management, LLC
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West Wealth Group, LLC
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Nicholson Wealth Management Group, LLC
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USA Financial Portformulas Corp
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Alteri Wealth LLC
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Saxony Capital Management, LLC
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Centerpoint Advisors, LLC
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Significant Wealth Partners LLC
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Maridea Wealth Management LLC
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TFB Advisors LLC
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Sanchez Wealth Management Group
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Vestmark Advisory Solutions, Inc.
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Mascoma Wealth Management LLC
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Bollard Group LLC
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Quotient Wealth Partners, LLC
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KKM Financial LLC
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Bnp Paribas Arbitrage, Sa
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SOA Wealth Advisors, LLC.
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Yeomans Consulting Group, Inc.
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Oder Investment Management, LLC
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SevenBridge Financial Group, LLC
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GenWealth Group, Inc.
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Sharper & Granite LLC
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Dixon Fnancial Services, Inc.
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IMC-Chicago, LLC
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TBH Global Asset Management, LLC
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M&t Bank Corp
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Hudson Valley Investment Advisors Inc /adv
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Evolution Wealth Advisors, LLC
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Sun Life Financial Inc
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Barr E S & Co
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HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
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Balanced Rock Investment Advisor
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Sweeney & Michel, Llc
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Bridge Generations Wealth Management Llc
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Webster Bank, N. A.
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Paloma Partners Management Co
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Landmark Wealth Management, LLC
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Harvey Partners, LLC
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Gladstone Institutional Advisory LLC
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Letson Investment Management, Inc.
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PYA Waltman Capital, LLC
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Confluence Wealth Services, Inc.
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JBF Capital, Inc.
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Farmers & Merchants Trust Co of Chambersburg PA
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Brand Asset Management Group, Inc.
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H&H Retirement Design & Management INC
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Archer Investment Corp
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Kwmg, Llc
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Red Door Wealth Management, LLC
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OMNI 360 Wealth, Inc.
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Jacobs & Co/ca
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Silvia Mccoll Wealth Management, Llc
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HWG Holdings LP
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Merit Financial Group, LLC
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Landaas & Co /wi /adv
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Acute Investment Advisory, Llc
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DXQLX - DIREXION FUNDS - Direxion Monthly NASDAQ-100(R) Bull 2X Fund Investor Class
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Barnes Pettey Financial Advisors, Llc
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Highland Capital Management, Llc
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Eqis Capital Management, Inc.
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Watershed Private Wealth Llc
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Community Bank, N.A.
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Ambassador Advisors, LLC
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ETF Portfolio Partners, Inc.
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Parker Investment Management, LLC
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Pacific Wealth Management
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Pittenger & Anderson Inc
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Golden State Wealth Management, LLC
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Cambridge Financial Group, LLC
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Hsbc Holdings Plc
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BOS Asset Management, LLC
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Richardson Capital Management LLC
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Soltis Investment Advisors LLC
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Optiver Holding B.V.
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Kuhn & Co Investment Counsel
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Navigoe, LLC
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Optas, LLC
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Larson Financial Group LLC
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Mezzasalma Advisors, LLC
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Corsair Capital Management, L.p.
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Summit Financial, LLC
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Flagship Wealth Advisors, Llc
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Compass Financial Services Inc
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Zullo Investment Group, Inc.
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Interval Partners, LP
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TCM Advisors, LLC
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Brookstone Capital Management
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West Branch Capital LLC
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Cullen/frost Bankers, Inc.
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Proathlete Wealth Management Llc
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
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Alphadyne Asset Management, LLC
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Kaydan Wealth Management, Inc.
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Wbi Investments, Inc.
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Moseley Investment Management Inc
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Insight Wealth Strategies, LLC
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Selective Wealth Management, Inc.
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Wealth Preservation Advisors, LLC
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Cary Street Partner Investment Advisory Llc
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Cypress Funds Llc
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Coppell Advisory Solutions LLC
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CWS Financial Advisors, LLC
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Prime Capital Investment Advisors, LLC
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Family Legacy, Inc.
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Providence First Trust Co
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Wharton Business Group, LLC
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Guardian Wealth Advisors, LLC
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Cascade Wealth Advisors, Inc
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TT Capital Management LLC
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Cornell Pochily Investment Advisors, Inc.
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North Star Investment Management Corp.
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Royal Fund Management, LLC
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Aaron Wealth Advisors LLC
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International Assets Investment Management, Llc
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State Of Wisconsin Investment Board
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Glenmede Trust Co Na
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Nbt Bank N A /ny
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Fortis Capital Management LLC
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Rfg Holdings, Inc.
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Bennett Selby Investments Lp
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Cfm Wealth Partners Llc
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Delta Accumulation, LLC
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Montag A & Associates Inc
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Dodds Wealth, LLC
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Lavaca Capital Llc
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My Personal CFO, LLC
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Centerpoint Advisory Group
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JFG Wealth Management, LLC
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Barrett & Company, Inc.
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Nautilus Advisors LLC
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Hudock, Inc.
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Ameriprise Financial Inc
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Brooklyn FI, LLC
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Cantor Fitzgerald, L. P.
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Greenwood Gearhart Inc
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AlphaCore Capital LLC
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Canada Pension Plan Investment Board
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Leigh Baldwin & Co., Llc
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Comprehensive Financial Planning, Inc./PA
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Pflug Koory, LLC
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Evolution Wealth Management Inc.
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Capital Planning LLC
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Fedenia Advisers LLC
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Vance Wealth, Inc.
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Meitav Dash Investments Ltd
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Eclectic Associates Inc /adv
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NorthRock Partners, LLC
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Tradewinds, LLC.
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Dopkins Wealth Management, Llc
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Morgan Dempsey Capital Management Llc
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PPSC Investment Service Corp
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Mowery & Schoenfeld Wealth Management, LLC
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McDonough Capital Management, Inc
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Pinnacle Associates Ltd
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Madden Advisory Services, Inc.
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Jackson, Grant Investment Advisers, Inc.
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Mcdonald Partners Llc
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Greenhouse Wealth Management, LLC
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Stonebridge Financial Group, LLC
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Davidson Kahn Capital Management, LLC
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Nvwm, Llc
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Fairfield Financial Advisors, LTD
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Redhawk Wealth Advisors, Inc.
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Grove Bank & Trust
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Wellington Management Group Llp
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D.a. Davidson & Co.
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Austin Private Wealth, LLC
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Cullinan Associates Inc
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Centurion Wealth Management LLC
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Kaye Capital Management
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Aureus Asset Management, LLC
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Mirae Asset Global Investments Co., Ltd.
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Siligmueller & Norvid Wealth Advisors LLC
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MADDEN SECURITIES Corp
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Affinity Capital Advisors, LLC
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Congress Asset Management Co /ma
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Redmond Asset Management, LLC
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Financial Connections Group, Inc.
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Bridges Investment Management Inc
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Perfromance Wealth Partners, LLC
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MGB Wealth Management, LLC
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NFP Retirement, Inc.
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Advisory Resource Group
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Bragg Financial Advisors, Inc
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Smart Money Group LLC
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Purus Wealth Management, LLC
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Prosperitas Financial LLC
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Clayton Financial Group LLC
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Shulman DeMeo Asset Management LLC
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Merkkuri Wealth Advisors LLC
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HFG Wealth Management, LLC
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Blue Investment Partners LLC
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Private Trust Co Na
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First International Bank of Israel Ltd.
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Washington Growth Strategies Llc
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Sage Financial Group Inc
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Valmark Advisers, Inc.
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Fortis Capital Advisors, LLC
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Parsons Capital Management Inc/ri
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626 Financial, LLC
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Almanack Investment Partners, LLC.
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Old Point Trust & Financial Services N A
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Personal Cfo Solutions, Llc
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Brogan Financial, Inc.
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Ulysses Management LLC
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Fragasso Group Inc.
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Roberts Glore & Co Inc /il/
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Narus Financial Partners, LLC
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Morse Asset Management, Inc
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Mirae Asset Securities (usa) Inc.
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Semitam Bonam Llc
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
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Ferguson Shapiro LLC
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Pinnacle Wealth Planning Services, Inc.
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Essex Financial Services, Inc.
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Principal Street Partners, LLC
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Miracle Mile Advisors, LLC
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SRS Capital Advisors, Inc.
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Landmark Investment Partners, L.p.
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Excalibur Management Corp
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Ategra Capital Management, LLC
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Valley National Advisers Inc
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Biondo Investment Advisors, LLC
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Wealthedge Investment Advisors, Llc
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Morgan Stanley
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Trustco Bank Corp N Y
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Pachira Investments Inc.
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Curtis Advisory Group, LLC
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Bfsg, Llc
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Grand Wealth Management, Llc
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Hendershot Investments Inc.
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Foundations Investment Advisors, LLC
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Innovative Wealth Building LLC
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Arbor Trust Wealth Advisors, Llc
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EnRich Financial Partners LLC
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Veridan Wealth LLC
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PBCay One RSC Ltd
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Noesis Capital Mangement Corp
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Kozak & Associates, Inc.
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Samalin Investment Counsel, LLC
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Peoples Bank/KS
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Permanens Capital L.P.
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Myecfo, Llc
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Rezny Wealth Management, Inc.
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Moment Partners, LLC
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Biltmore Family Office, LLC
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1248 Management, LLC
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Pinnacle Bancorp, Inc.
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Richmond Investment Services, LLC
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Blair William & Co/il
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Integral Investment Advisors, Inc.
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Lam Group, Inc.
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Shufro Rose & Co Llc
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Cambridge Advisors Inc.
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Pennington Partners & Co., Llc
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TD Capital Management LLC
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Ccg Wealth Management, Llc
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Capital Performance Advisors Llp
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Prosperity Financial Group, Inc.
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J. L. Bainbridge & Co., Inc.
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Davis Investment Partners, LLC
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Tudor Investment Corp Et Al
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St. Johns Investment Management Company, LLC
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Ceera Investments, Llc
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Ameriflex Group, Inc.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Nordwand Advisors, LLC
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Syon Capital Llc
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Private Capital Advisors, Inc.
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Kiley Juergens Wealth Management, Llc
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Swisher Financial Concepts, Inc.
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Candlestick Capital Management LP
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Burkett Financial Services, Llc
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Armbruster Capital Management, Inc.
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One Degree Advisors Inc
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Landing Point Financial Group, LLC
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Bayesian Capital Management, LP
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Objective Capital Management, LLC
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Cape Investment Advisory, Inc.
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Citadel Advisors Llc
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Monterey Private Wealth, Inc.
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Great Waters Wealth Management
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Westfuller Advisors, LLC
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Choice Wealth Advisors, LLC
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potrero capital research llc
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Thrive Capital Management, LLC
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Brighton Jones Llc
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Willis Johnson & Associates, Inc.
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Hutchens & Kramer Investment Management Group, LLC
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Guardian Wealth Advisors, Llc / Nc
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Sterneck Capital Management, LLC
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Daiwa Securities Group Inc.
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CloudAlpha Capital Management Limited/Hong Kong
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ARS Wealth Advisors Group, LLC
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Redmont Wealth Advisors Llc
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Yukon Wealth Management, Inc.
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Twin Lakes Capital Management, LLC
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Arrow Financial Corp
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Brevan Howard Capital Management LP
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Vanguard Group Inc
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Tyler-Stone Wealth Management
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Evensky & Katz LLC
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Robbins Farley Llc
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Compass Ion Advisors, LLC
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Dearborn Partners Llc
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Worth Asset Management, LLC
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HMS Capital Management, LLC
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Spire Wealth Management
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Pettinga Financial Advisors, LLC
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Hrc Wealth Management, Llc
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VAUGHAN & Co SECURITIES, INC.
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Moors & Cabot, Inc.
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Baskin Financial Services Inc.
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Verus Financial Partners, Inc.
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Regions Financial Corp
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Quattro Financial Advisors Llc
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AE Wealth Management LLC
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Oarsman Capital, Inc.
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Sona Asset Management (us) Llc
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Asset Management One Co., Ltd.
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First National Advisers, LLC
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Taiyo Life Insurance Co
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Keystone Financial Group
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Horan Capital Advisors, LLC.
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Clean Yield Group
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Coastal Investment Advisors, Inc.
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Bank Of Hawaii
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Prospera Capital Management, LLC
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Helium Advisors LLC
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Brown Advisory Inc
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Gradient Investments LLC
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Common Fund For Nonprofit Organizations
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BigSur Wealth Management LLC
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Burford Brothers, Inc.
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PKS Advisory Services, LLC
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Valiant Capital Management, L.P.
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Hemington Wealth Management
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Team Financial Group, LLC
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Bessemer Group Inc
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Farmers National Bank
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ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares
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Sitrin Capital Management LLC
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HCMEX - NORTHERN LIGHTS FUND TRUST III - HCM Income Plus Fund Class A Shares
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Toroso Investments, LLC
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United Capital Financial Advisers, Llc
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Philosophy Capital Management LLC
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EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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Asset Planning Services Inc /la/ /adv
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Daner Wealth Management, LLC
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GGM Financials LLC
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Future You Wealth Llc
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Bbr Partners, Llc
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Sabal Trust CO
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Forte Asset Management Llc
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Heritage Wealth Management, Inc.
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Farmers Trust Co
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Accel Wealth Management
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Wayfinding Financial, LLC
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Golden Reserve Retirement LLC
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DeDora Capital, Inc.
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Home Federal Bank Of Tennessee
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LVW Advisors, LLC
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Graypoint LLC
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Fifth Third Bancorp
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Morton Brown Family Wealth, LLC
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Turning Point Benefit Group, Inc.
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Financial & Tax Architects, LLC
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waypoint wealth counsel
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MBL Wealth, LLC
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Columbia River Financial Group, LLC
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Lee Danner & Bass Inc
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Mechanics Bank Trust Department
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Holderness Investments Co
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Global Trust Asset Management, LLC
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UMA Financial Services, Inc.
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IFP Advisors, Inc
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Tactive Advisors, LLC
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Atalanta Sosnoff Capital, Llc
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Fmb Wealth Management
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Hobart Private Capital, LLC
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Moore Capital Management, Lp
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Madison Asset Management, LLC
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Coastal Bridge Advisors, LLC
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Toronto Dominion Bank
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TFR Capital, LLC.
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Cerity Partners LLC
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TriaGen Wealth Management LLC
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Riverstone Advisors, LLC
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Hartmann Taylor Wealth Management, LLC
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KBC Group NV
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Cloud Capital Management, LLC
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Next Capital Management LLC
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Sims Investment Management, Llc
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Leslie Global Wealth, LLC
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Guardian Asset Advisors, LLC
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We Are One Seven, LLC
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Litman Gregory Asset Management LLC
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Fiduciary Trust Co
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Ridgeline Wealth Planning, LLC
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Madison Park Capital Advisors, LLC
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Chico Wealth RIA
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Clear Street Markets Llc
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MUFG Securities EMEA plc
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Sloy Dahl & Holst, LLC
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Omnia Family Wealth, LLC
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Bristlecone Advisors, LLC
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AGH Wealth Advisors, LLC
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Wealth Management Associates, Inc.
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Lbmc Investment Advisors, Llc
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McCollum Christoferson Group LLC
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Hoese & Co LLP
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Ubs Oconnor Llc
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Comerica Bank
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Aurora Private Wealth, Inc.
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Two Sigma Investments, Lp
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Avion Wealth
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Mariner, LLC
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Rokos Capital Management LLP
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Rosenberg Matthew Hamilton
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Migdal Insurance & Financial Holdings Ltd.
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Commonwealth Equity Services, Llc
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Taylor & Morgan Wealth Management, LLC
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Lakeshore Capital Group, Inc.
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GHP Investment Advisors, Inc.
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Wallace Advisory Group, LLC
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Sulzberger Capital Advisors, Inc.
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Tower Research Capital LLC (TRC)
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Prevail Innovative Wealth Advisors, Llc
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Global Retirement Partners, LLC
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Balentine LLC
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YANKCOM Partnership
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Traphagen Investment Advisors Llc
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Maxi Investments CY Ltd
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Drexel Morgan & Co.
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Davidson Kempner Capital Management Lp
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Nicolet Advisory Services, Llc
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Oak Wealth Advisors LLC
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HighMark Wealth Management LLC
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Hilltop Holdings Inc.
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LCM Capital Management Inc
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Arrowroot Family Office, LLC
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Rothschild Investment Llc
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QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares
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Xcel Wealth Management, LLC
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Csenge Advisory Group
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WMG Financial Advisors, LLC
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Sagespring Wealth Partners, Llc
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CRTOX - PFS FUNDS - Conquer Risk Tactical Opportunities Fund
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Aviso Financial Inc.
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Western Wealth Management, LLC
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Lowery Thomas, Llc
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Alpha Cubed Investments, LLC
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Ally Financial Inc.
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Hohimer Wealth Management, Llc
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Eastover Investment Advisors LLC
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Genesis Wealth Advisors, LLC
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Strategic Planning Group, Llc
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Sunpointe, LLC
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Kestra Investment Management, LLC
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Note Advisors, LLC
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ProVise Management Group, LLC
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Fortune Financial Advisors, LLC
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Beacon Financial Planning, Inc
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Westmount Partners, LLC
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Mark Sheptoff Financial Planning, Llc
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Lionshead Wealth Management, LLC
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Twelve Points Wealth Management LLC
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Centennial Bank/AR/
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Rodgers Brothers Inc.
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Berkshire Bank
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Perennial Advisors, LLC
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Bnc Wealth Management, Llc
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Miramar Capital, LLC
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Turim 21 Investimentos Ltda.
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Higgins & Schmidt Wealth Strategies LLC
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Axis Wealth Partners, LLC
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Kingsman Wealth Management, Inc.
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Ssa Swiss Advisors Ag
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Bricktown Capital, LLC
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Activest Wealth Management
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Acorn Wealth Advisors, LLC
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Stratos Wealth Partners, LTD.
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Clal Insurance Enterprises Holdings Ltd
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Romano Brothers And Company
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Rye Brook Capital LLC
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|
SECT - Northern Lights Fund Trust IV - Main Sector Rotation ETF
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Capital Planning Advisors, LLC
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Moulton Wealth Management, Inc
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Strategic Advocates LLC
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Asset Allocation Strategies LLC
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Legacy Financial Group LLC
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Oliver Lagore Vanvalin Investment Group
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Arthur M. Cohen & Associates, Llc
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Barings Llc
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Postrock Partners Llc
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Accent Capital Management, LLC
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IMS Capital Management
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Koa Wealth Management, LLC
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Forefront Wealth Management Inc.
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Blue Sky Capital Consultants Group, Inc.
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Nissay Asset Management Corp /japan/ /adv
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Lpwm Llc
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BLKBRD Asset Management, LP
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Financial Engines Advisors L.L.C.
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Syntegra Private Wealth Group, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Oak Harbor Wealth Partners, Llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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Cornerstone Capital, Inc.
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Pasadena Private Wealth, LLC
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Vishria Bird Financial Group, LLC
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Harbour Capital Advisors, LLC
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TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
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|
Gables Capital Management Inc.
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Tranquility Partners, LLC
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Chaney Capital Management, Inc.
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Delap Wealth Advisory, Llc
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CVA Family Office, LLC
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Capital Market Strategies LLC
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Flavin Financial Services, Inc.
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Mandatum Life Insurance Co Ltd
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Parr Mcknight Wealth Management Group, Llc
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Financial Partners Group, Inc
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Crumly & Associates Inc.
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Wolff Financial Management Llc
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Kapstone Financial Advisors LLC
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Tevis Investment Management
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Visionary Wealth Advisors
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Financial Futures Ltd Liability Co.
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WealthTrust Axiom LLC
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Global Assets Advisory, LLC
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|
Badgley Phelps Wealth Managers, LLC
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Elser Financial Planning, Inc
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Houlihan Financial Resource Group, Ltd.
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|
XML Financial, LLC
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|
Paragon Private Wealth Management, LLC
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|
SFE Investment Counsel
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Ai Financial Services Llc
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Ferguson Wellman Capital Management, Inc
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Investidor Profissional Gestao de Recursos Ltda.
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David Wealth Management LLC
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Blue Rock Wealth Management LLC
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Copperwynd Financial, LLC
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Harvey Capital Management Inc
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Draper Asset Management, LLC
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Hager Investment Management Services, Llc
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Crux Wealth Advisors
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BankPlus Trust Department
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Register Financial Advisors LLC
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Covestor Ltd
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McHugh Group, LLC
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Ballentine Partners, LLC
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Tortoise Investment Management, LLC
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Reyes Financial Architecture, Inc.
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Mullooly Asset Management, Inc.
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Emerald Advisors, LLC
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GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
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Silvercrest Asset Management Group Llc
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Red Tortoise LLC
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CHB Investment Group, LLC
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BCJ Capital Management, LLC
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Strategic Wealth Partners, Ltd.
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Mirador Capital Partners LP
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Apella Capital, LLC
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Baugh & Associates, LLC
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White Knight Strategic Wealth Advisors, LLC
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Eisler Capital Management Ltd.
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Valley Financial Group, Inc.
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StoneCrest Wealth Management, Inc.
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Pitti Group Wealth Management, LLC
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Hidden Cove Wealth Management, LLC
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Ellerson Group Inc /adv
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Midwest Capital Advisors, LLC
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Accretive Wealth Partners, LLC
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Skylands Capital, LLC
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BXM Wealth LLC
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Keystone Global Partners, LLC
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Brass Tax Wealth Management, Inc
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Welch Group, LLC
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Sphera Management Technology Funds Ltd
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ATESX - Northern Lights Fund Trust IV - Anchor Risk Managed Equity Strategies Fund Institutional Class
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Bordeaux Wealth Advisors LLC
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Investment Research & Advisory Group, Inc.
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Cambridge Capital Management, Llc
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Foresight Capital Management Advisors, Inc.
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Arbor Capital Management Inc /adv
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Citizens National Bank Trust Department
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Ckw Financial Group
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Bravias Capital Group, LLC
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Corepath Wealth Partners Llc
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Affiance Financial, LLC
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Oxler Private Wealth LLC
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SILVER OAK SECURITIES, Inc
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Armis Advisers, LLC
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Patriot Financial Group Insurance Agency, LLC
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Louisiana State Employees Retirement System
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Thomasville National Bank
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Hirtle Callaghan & Co LLC
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Prism Advisors, Inc.
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Founders Grove Wealth Partners, Llc
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Kane Investment Management, Inc.
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Goldstone Financial Group, LLC
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F/M Investments LLC
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Private Wealth Management Group, LLC
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JustInvest LLC
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AdvisorNet Financial, Inc
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Junto Capital Management LP
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BluePointe Capital Management, LLC
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Forum Financial Management, LP
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OneAscent Financial Services LLC
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Vivid Wealth Management, LLC
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Beacon Capital Management, LLC
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Blume Capital Management, Inc.
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Renaissance Technologies Llc
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Future Financial Wealth Managment LLC
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Callahan Advisors, LLC
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Capital Analysts, Inc.
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Rice Partnership, LLC
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First Heartland Consultants, Inc.
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MSMR - ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
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Adamsbrown Wealth Consultants Llc
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SJS Investment Consulting Inc.
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Rappaport Reiches Capital Management, LLC
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ICW Investment Advisors LLC
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BancorpSouth Bank
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Buck Wealth Strategies, LLC
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Change Path, LLC
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First American Trust, Fsb
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Sowell Financial Services LLC
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KM Capital Management Ltd.
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Blackston Financial Advisory Group, LLC
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Schonfeld Strategic Advisors LLC
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Signaturefd, Llc
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Platform Technology Partners
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Tanager Wealth Management LLP
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Dagco, Inc.
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Bright Financial Advisors, Inc.
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Pictet North America Advisors SA
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Dynamic Advisor Solutions LLC
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Wescott Financial Advisory Group, LLC
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Liberty Wealth Management Llc
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Orin Green Financial, LLC
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Granite Bay Wealth Management, LLC
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Stelac Advisory Services LLC
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Commons Capital, Llc
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Roxbury Financial LLC
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Kfg Wealth Management, Llc
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Ion Asset Management Ltd.
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Glassman Wealth Services
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Lantz Financial LLC
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Cadinha & Co Llc
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Flynn Zito Capital Management, Llc
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Nations Financial Group Inc, /ia/ /adv
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Janney Montgomery Scott LLC
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EMPB - EA Series Trust - Efficient Market Portfolio Plus ETF
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Macquarie Group Ltd
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Ryan Investment Management, Inc.
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Sanders Morris Harris Llc
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Standard Life Aberdeen plc
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American Capital Advisory, LLC
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Marks Group Wealth Management, Inc
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Cordant, Inc.
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Kellett Schaffner Wealth Advisors LLC
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Compass Capital Corp /ma/ /adv
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Sandy Spring Bank
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Independent Advisor Alliance
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Gould Asset Management Llc /ca/
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C2C Wealth Management, LLC
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Bill Few Associates, Inc.
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ORBA Wealth Advisors, L.L.C.
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Capital Square, LLC
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Albion Financial Group /ut
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Marshall Financial Group LLC
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Arcataur Capital Management LLC
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Sound Income Strategies, LLC
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Dakota Wealth Management
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Quantinno Capital Management LP
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Versant Capital Management, Inc
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Operose Advisors LLC
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Meridian Financial Partners LLC
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Client First Capital LLC
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RVER - Advisor Managed Portfolios - Trenchless Fund ETF
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Prudential Plc
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Wells Fargo & Company/mn
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YHB Investment Advisors, Inc.
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Premier Financial Group
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Bartlett & Co. Wealth Management Llc
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SummitTX Capital, L.P.
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EagleClaw Capital Managment, LLC
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Miller Wealth Advisors, Llc
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Theory Financial Llc
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Clarus Group, Inc.
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Ergawealth Advisors, Inc.
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Liberty Square Wealth Partners Llc
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Lodestar Private Asset Management Llc
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Capital Asset Advisory Services LLC
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North Berkeley Wealth Management, LLC
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Nbc Securities, Inc.
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Means Investment Co., Inc.
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Bulwark Capital Corp
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Canvas Wealth Advisors, LLC
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Fundamentun, Llc
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Horizons Wealth Management
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AllGen Financial Advisors, Inc.
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Cyr Financial Inc.
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Griffin Asset Management, Inc.
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Grant Private Wealth Management Inc
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Atmos Capital Gestao De Recursos Ltda.
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Northeast Financial Consultants Inc
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Atlas Legacy Advisors, LLC
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Clark Capital Management Group, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Tompkins Financial Corp
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Michels Family Financial, LLC
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Ascent Group, LLC
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Scott & Selber, Inc.
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Invesco, Llc
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Sollinda Capital Management LLC
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RHS Financial, LLC
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Fwl Investment Management, Llc
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Strathmore Capital Advisors, Inc.
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Skyline Advisors, Inc.
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Graham Capital Management, L.P.
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Vicus Capital
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Monaco Asset Management SAM
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CarsonAllaria Wealth Management, Ltd.
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Genoa Capital Gestora de Recursos Ltda.
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Hedeker Wealth, LLC
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Old National Bancorp /in/
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Holistic Planning, LLC
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DRW Securities, LLC
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Hollencrest Capital Management
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Marathon Asset Management Lp
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Sawgrass Asset Management Llc
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Cascade Investment Group, Inc.
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Tilia Fiduciary Partners, Inc.
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Eagle Capital Management, LLC
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Garrison Point Advisors, Llc
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Tower Wealth Partners, Inc.
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Rps Advisory Solutions Llc
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Equita Financial Network, Inc.
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Bridge Creek Capital Management LLC
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Westside Investment Management, Inc.
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Second Half Financial Partners, LLC
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Wrenne Financial Planning LLC
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
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Security National Bank Of So Dak
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Northwest Bancshares, Inc.
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Sovereign Investment Advisors, LLC
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Baldwin Brothers Inc/ma
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SkyView Investment Advisors, LLC
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One Wealth Capital Management, Llc
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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United Advisor Group, LLC
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Zrc Wealth Management, Llc
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ABLE Financial Group, LLC
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Valued Retirements, Inc.
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Heritage Wealth Advisors
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Runnymede Capital Advisors, Inc.
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Highview Capital Management LLC/DE/
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One Wealth Advisors, LLC
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Center for Financial Planning, Inc.
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Integris Wealth Management, LLC
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PMV Capital Advisers, LLC
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StrongBox Wealth, LLC
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Cypress Asset Management Inc/tx
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Advisory Services Network, LLC
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Symmetry Investments LP
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ExodusPoint Capital Management, LP
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Griffith & Werner, Inc.
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Modus Advisors, LLC
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Charter Trust Co
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Principia Wealth Advisory, LLC
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Cottage Street Advisors LLC
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Centric Wealth Management
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Circle Wealth Management, LLC
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Opus Capital Group, LLC
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Copley Financial Group, Inc.
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Kovitz Investment Group Partners, LLC
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Frazier Financial Advisors, LLC
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Zhang Financial LLC
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Pure Financial Advisors, Inc.
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Tandem Investment Partners LLC
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RCS Financial Planning, LLC
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Miller Investment Management, LP
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Sierra Capital LLC
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BlueStem Wealth Partners, LLC
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Perigon Wealth Management, LLC
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Johnson Financial Group, Inc.
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Creative Capital Management Investments LLC
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Towercrest Capital Management
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|
Retirement Planning Group
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Sheets Smith Wealth Management
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|
DXNLX - DIREXION FUNDS - Direxion Monthly NASDAQ-100(R) Bull 1.25X Fund Investor Class
|
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Allspring Global Investments Holdings, LLC
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LPF Advisors LLC
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Creative Planning
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Plotkin Financial Advisors, LLC
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Quest Investment Management Llc
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Royal Capital Wealth Management, LLC
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Cornerstone Advisory, LLC
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Phoenix Holdings Ltd.
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White Lighthouse Investment Management Inc.
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Trust Co of the South
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HighTower Advisors, LLC
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Hantz Financial Services, Inc.
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Sendero Wealth Management, LLC
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Novak & Powell Financial Services, Inc.
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CMC Financial Group
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Good Life Advisors, LLC
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Members Wealth Llc
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Brown, Lisle/cummings, Inc.
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Gruss & Co., LLC
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Private Advisor Group, LLC
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Global Wealth Strategies & Associates
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Wells Trecaso Financial Group, LLC
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Wagner Wealth Management, Llc
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Summit Investment Advisory Services, LLC
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Blue Fin Capital, Inc.
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First Community Trust Na
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Dumont & Blake Investment Advisors Llc
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Peninsula Asset Management Inc
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Advisors Preferred, LLC
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Bramshill Investments, LLC
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Iron Horse Wealth Management, LLC
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Pineridge Advisors LLC
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Semus Wealth Partners LLC
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VSM Wealth Advisory, LLC
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Moneta Group Investment Advisors Llc
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Whalerock Point Partners, Llc
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Sterling Financial Group, Inc.
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Kondo Wealth Advisors, Inc.
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Intrepid Financial Planning Group LLC
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Capital CS Group, LLC
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White Pine Capital Llc
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WealthPLAN Partners, LLC
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CFS Investment Advisory Services, LLC
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Stablepoint Partners, LLC
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Chemung Canal Trust Co
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PrairieView Partners, LLC
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Global View Capital Management LLC
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Hamilton Capital, LLC
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New Insight Wealth Advisors
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EP Wealth Advisors, Inc.
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Arete Wealth Advisors, LLC
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Bailard, Inc.
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Arosa Capital Management LP
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Lodestone Wealth Management LLC
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Capula Management Ltd
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World Equity Group, Inc.
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Smith Shellnut Wilson Llc /adv
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Parker Financial LLC
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Royal Bank Of Canada
|
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Main Street Group, LTD
|
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|
Teachers Insurance & Annuity Association Of America
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Generali Investments CEE, investicni spolecnost, a.s.
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Upper Left Wealth Management, LLC
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Tandem Capital Management Corp /adv
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Point72 Asset Management, L.P.
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DiNuzzo Private Wealth, Inc.
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Spectrum Financial Alliance Ltd LLC
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Wealthbridge Capital Management, Llc
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GSB Wealth Management, LLC
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Eubel Brady & Suttman Asset Management Inc
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WorthPointe, LLC
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Ridgewood Investments LLC
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POM Investment Strategies, LLC
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Natixis Advisors, L.p.
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Prestige Wealth Management Group LLC
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Signature Resources Capital Management, LLC
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Truist Financial Corp
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Salomon & Ludwin, LLC
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Rench Wealth Management, Inc.
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Professional Financial Advisors, LLC
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Kelly Financial Services LLC
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DYNI - ETF Opportunities Trust - IDX DYNAMIC INNOVATION ETF
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Integrated Investment Consultants, LLC
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Caldwell Securities, Inc
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Old North State Wealth Management, LLC
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Donaldson Capital Management, Llc
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First Trust Advisors Lp
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Sather Financial Group Inc
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Envestnet Asset Management Inc
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Solstein Capital, LLC
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BankPlus Wealth Management LLC
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Boston Family Office Llc
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|
Hoffman, Alan N Investment Management
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|
Canandaigua National Trust Co of Florida
|
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Shelton Wealth Management, Llc
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Ingalls & Snyder Llc
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Endowment Wealth Management, Inc.
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Point72 Europe (London) LLP
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Transform Wealth, LLC
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Wedbush Securities Inc
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RSEE - Collaborative Investment Series Trust - Rareview Systematic Equity ETF
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MONECO Advisors, LLC
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Foster Victor Wealth Advisors, LLC
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Scissortail Wealth Management, LLC
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SCS Capital Management LLC
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Element Pointe Advisors, Llc
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SG Americas Securities, LLC
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
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Bernardo Wealth Planning LLC
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|
Lansing Street Advisors
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|
Farmers & Merchants Trust Co of Long Beach
|
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Kmg Fiduciary Partners, Llc
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Investment Advisory Group, LLC
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AI-Squared Management Ltd
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Oakwell Private Wealth Management, LLC
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Crown Wealth Group, LLC
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Curran Financial Partners, LLC
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|
First American Bank
|
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|
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|
Matrix Asset Advisors Inc/ny
|
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|
|
Capstone Wealth Management Group LLC
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Interactive Financial Advisors
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Wellington Shields Capital Management, LLC
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Chilton Capital Management Llc
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Christensen, King & Associates Investment Services, Inc.
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LS Investment Advisors, LLC
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Olistico Wealth, LLC
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Retirement Investment Advisors, Inc.
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Bellevue Asset Management, Llc
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Rockefeller Capital Management L.P.
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Elite Wealth Management, Inc.
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Raymond James Financial Inc
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Fortress Financial Group, Llc
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Outlook Wealth Advisors, LLC
|
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|
Gallagher Fiduciary Advisors, LLC
|
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|
Rathbone Brothers plc
|
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Camden Capital, LLC
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|
Main Street Financial Solutions, LLC
|
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Farmers & Merchants Investments Inc
|
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|
Adell Harriman & Carpenter Inc
|
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|
Ironwood Investment Counsel, LLC
|
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|
Consolidated Planning Corp
|
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|
Robertson Stephens Wealth Management, LLC
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
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Petix & Botte Co
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Scott Capital Advisors, LLC
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|
Great Valley Advisor Group, Inc.
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|
Inscription Capital, LLC
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Colton Groome Financial Advisors, Llc
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Washburn Capital Management, Inc.
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Traynor Capital Management, Inc.
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Trilogy Capital Inc.
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MidWestOne Financial Group, Inc.
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|
Ewing Morris & Co. Investment Partners Ltd.
|
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|
OxenFree Capital LLC
|
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|
|
|
|
Simmons Bank
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
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|
First County Bank /CT/
|
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|
Wise Wealth Partners
|
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Vision Capital Management, Inc.
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Keystone Financial Services, LLC
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BOK Financial Private Wealth, Inc.
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New England Professional Planning Group Inc.
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Principle Wealth Partners Llc
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McClarren Financial Advisors, Inc.
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|
LongView Asset Management LLC
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Hickory Asset Management, Inc.
|
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|
Bell & Brown Wealth Advisors, Llc
|
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Round Rock Advisors, LLC
|
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|
|
|
Moser Wealth Advisors, LLC
|
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|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
ETFWX - North Square Investments Trust - North Square Tactical Defensive Fund Class I
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Fortitude Financial, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Deer Park Road Corp
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Vested Financial Planning, LLC
|
|
|
|
|
|
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Callan Family Office, LLC
|
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|
|
|
|
Triton Wealth Management, PLLC
|
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|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
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|
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|
N.E.W. Advisory Services LLC
|
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|
|
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|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
ZynergyRetirementPlanningLLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
WEBs ETF Trust - WEBs Defined Volatility QQQ ETF
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
3EDGE Asset Management, LP
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
Diversified Enterprises, LLC
|
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|
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|
Ping Capital Management, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
Okabena Investment Services Inc
|
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|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
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|
DT Investment Partners, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
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|
Founders Financial Securities Llc
|
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|
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|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Fox Financial, Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
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|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
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Victrix Investment Advisors
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Councilmark Asset Management, LLC
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X-Square Capital, LLC
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Advyzon Investment Management, LLC
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RVW Wealth, LLC
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National Wealth Management Group, LLC
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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Boston Research & Management Inc
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Nemes Rush Group LLC
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Texas Yale Capital Corp.
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Ashton Thomas Private Wealth, LLC
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Shepherd Kaplan Krochuk, Llc
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Freedom Day Solutions, LLC
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Financial Advisors Network, Inc.
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Duncker Streett & Co Inc
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D. Scott Neal, Inc.
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Capital Advisors, Ltd. LLC
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Goepper Burkhardt LLC
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Glenmede Investment Management, LP
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Anchor Investment Management, LLC
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ORG Partners LLC
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Trust Co of Kansas
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Evercore Wealth Management, LLC
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Naples Global Advisors, Llc
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Fountainhead AM, LLC
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Planning Alternatives Ltd /adv
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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Crewe Advisors LLC
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Citizens Financial Group Inc/ri
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RMG Wealth Management LLC
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Altus Wealth Management, LLC
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Sensible Money, LLC
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Cedar Wealth Management, LLC
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Per Stirling Capital Management, LLC.
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CMH Wealth Management LLC
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KWB Wealth
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Leelyn Smith, LLC
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Investment Partners, Ltd.
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Pathway Financial Advisors LLC
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Boston Private Wealth Llc
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First Citizens Financial Corp
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Foster Dykema Cabot & Partners, Llc
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Jackson Wealth Management, LLC
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Alexander Randolph Advisory Inc
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Checchi Capital Advisers, LLC
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First Financial Corp /in/
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Hartford Financial Management Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Halter Ferguson Financial Inc.
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LMG Wealth Partners, LLC
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Studio Investment Management Llc
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Lane & Associates LLC
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Clark Financial Services Group Inc /bd
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Harbour Investments, Inc.
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Jpmorgan Chase & Co
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1st Source Bank
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Cape Ann Savings Bank
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Katamaran Capital LLP
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Keeler & Nadler Financial Planning & Wealth Management
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RB Capital Management, LLC
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Divergent Planning, LLC
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Cedar Mountain Advisors, LLC
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Woodley Farra Manion Portfolio Management Inc
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Presidio Capital Management, LLC
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Code Waechter LLC
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Trajan Wealth LLC
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Frank, Rimerman Advisors LLC
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Lakeshore Financial Planning, Inc.
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Heck Capital Advisors, LLC
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Carr Financial Group Corp
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Avant Capital LLC
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Bank of Jackson Hole Trust
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Retirement Wealth Solutions LLC
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Cherry Creek Investment Advisors, Inc.
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Calamos Advisors LLC
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Claudia M.p. Batlle, Crp (r) Llc
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Alaethes Wealth LLC
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John G Ullman & Associates Inc
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Simplicity Wealth,LLC
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Marvin & Palmer Associates Inc
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Ndwm Llc
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Carnegie Lake Advisors LLC
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Apriem Advisors
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ICONIQ Capital, LLC
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1 North Wealth Services Llc
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LOM Asset Management Ltd
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Gill Capital Partners, Llc
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Williams & Novak, LLC
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First National Bank Sioux Falls
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Wealth Enhancement Advisory Services, Llc
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Corrado Advisors, Llc
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Atticus Wealth Management, Llc
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Barlow Wealth Partners, Inc.
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Lgl Partners, Llc
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Valicenti Advisory Services Inc
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Manchester Capital Management LLC
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Summit Investment Advisors, Inc.
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Elevated Capital Advisors, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Fiduciary Alliance LLC
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Stadion Money Management, LLC
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Global Wealth Management, LLC
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Seneschal Advisors, LLC
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QVT Financial LP
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BCU Wealth Advisors, LLC
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Calton & Associates, Inc.
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Keel Point, LLC
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Pacific Sun Financial Corp
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Asset Allocation & Management Company, LLC
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Sutton Place Investors Llc
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Heritage Wealth Partners, LLC
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Mill Creek Capital Advisors, LLC
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Caliber Wealth Management, LLC / KS
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BlackRock, Inc.
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IMG Wealth Management, Inc.
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Beaton Management Co. Inc.
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Cabot Wealth Management Inc
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Wealthspan Partners, Llc
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Avant Financial Advisors LLC
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Kirtland Hills Capital Management, Llc
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USAdvisors Wealth Management, LLC
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KPP Advisory Services LLC
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Redwood Wealth Management Group, LLC
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Advisor Group Holdings, Inc.
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Stage Harbor Financial, Llc
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Total Investment Management Inc
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Cassaday & Co Wealth Management LLC
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ETF Store, Inc.
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Nestegg Advisors, Inc.
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Gratus Wealth Advisors, LLC
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German American Bancorp, Inc.
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Capital Advisors Wealth Management, LLC
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Motco
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Verity Asset Management, Inc.
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Nan Shan Life Insurance Co., Ltd.
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Bensler, LLC
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FineMark National Bank & Trust
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Transamerica Financial Advisors, Inc.
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Midland Wealth Advisors Llc
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American Money Management, LLC
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Endeavor Private Wealth, Inc.
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Institute for Wealth Management, LLC.
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Keudell/Morrison Wealth Management
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Gradient Capital Advisors, LLC
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Garrett Investment Advisors LLC
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Diligent Investors, LLC
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Constant Guidance Financial LLC
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Syntax Research, Inc.
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360 Financial, Inc.
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Deroy & Devereaux Private Investment Counsel Inc
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Legacy Solutions, Llc
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Seneca Financial Advisors LLC
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JBR Co Financial Management Inc
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White Pine Investment CO
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Paladin Advisory Group, LLC
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My Purposeful Wealth Corp.
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Arkansas Financial Group, Inc.
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Portland Financial Advisors Inc
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Garden State Investment Advisory Services LLC
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Asset Management Group, Inc.
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Cito Capital Group, LLC
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DMG Group, LLC
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Vista Investment Partners Ii, Llc
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Capital Investment Advisory Services, LLC
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Wealthgarden F.s. Llc
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Tilson Financial Group, Inc.
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HBW Advisory Services LLC
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Greenup Street Wealth Management Llc
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|
Diversify Advisory Services, LLC
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|
Hunter Associates Investment Management Llc
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CoreCap Advisors, LLC
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Pcg Asset Management, Llc
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Walleye Capital LLC
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|
Brinker Capital Investments, LLC
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|
Banque Pictet & Cie Sa
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Boulder Wealth Advisors, LLC
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|
WNY Asset Management, LLC
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|
Transcend Wealth Collective, Llc
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|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
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|
Umb Bank N A/mo
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|
Financial Counselors Inc
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Windsor Capital Management, LLC
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Keeley-Teton Advisors, LLC
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RWQ Financial Management Services, Inc.
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Northern Financial Advisors Inc
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Steigerwald, Gordon & Koch Inc.
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Planned Solutions, Inc.
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Davies Financial Advisors, Inc.
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Graney & King, LLC
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Triumph Capital Management
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|
Lewis Asset Management, LLC
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|
Kavar Capital Partners Group, Llc
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Godsey & Gibb Associates
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Ameritas Investment Partners, Inc.
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Lido Advisors, LLC
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Resonant Capital Advisors, LLC
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Francis Financial, Inc.
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Summit Asset Management, LLC
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Greenfield Savings Bank
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Littlejohn Financial Services, Inc.
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Empirical Finance, LLC
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Shay Capital LLC
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|
Harmony Asset Management Llc
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|
Putnam Fl Investment Management Co
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|
Howland Capital Management Llc
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|
Wilmar Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Cypress Financial Planning Llc
|
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|
Lynx Investment Advisory
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Tenon Financial LLC
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Pfc Capital Group, Inc.
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|
Seamount Financial Group Inc
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Insigneo Advisory Services, Llc
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|
First National Bank Of Omaha
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|
Vivaldi Capital Management, LLC
|
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|
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|
First Hawaiian Bank
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|
Penbrook Management LLC
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|
Stephen J. Garry & Associates, Llc
|
|
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|
Palacios Wealth Management, LLC
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|
Ted Buchan & Co
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|
Fortem Financial Group, Llc
|
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|
Clifford Swan Investment Counsel Llc
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|
Atlantic Trust, LLC
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|
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|
Sapient Capital Llc
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|
Sculati Wealth Management, LLC
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|
|
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|
Seven Mile Advisory
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|
|
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|
Legacy Capital Wealth Management, Llc
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|
Banco BTG Pactual S.A.
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Nelson Capital Management, LLC
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Seek First Inc.
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|
PFS Partners, LLC
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|
Waverton Investment Management Ltd
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|
LM Advisors LLC
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|
|
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|
Virtue Capital Management, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
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|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
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|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
HCR Wealth Advisors
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|
|
|
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|
Schechter Investment Advisors, LLC
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|
|
|
|
Oldfather Financial Services, LLC
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|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
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|
Sand Hill Global Advisors, LLC
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|
Wallace Hart LLC
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|
Shoker Investment Counsel, Inc.
|
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|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
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|
|
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|
Associated Banc-corp
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|
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|
Financial Advisors, LLC
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|
BTG Pactual Asset Management US LLC
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|
|
|
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|
Marco Investment Management Llc
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|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
First Foundation Advisors
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|
|
|
|
|
Mpwm Advisory Solutions, Llc
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|
Princeton Global Asset Management LLC
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|
JMG Financial Group, Ltd.
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|
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|
Truvestments Capital Llc
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|
Coston, McIsaac & Partners
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|
|
|
Caxton Associates Llp
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|
Mogy Joel R Investment Counsel Inc
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|
Dymon Asia Capital (singapore) Pte. Ltd.
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|
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|
Natural Investments, Llc
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|
Wade Financial Advisory, Inc
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|
Safeguard Investment Advisory Group, LLC
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|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
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|
|
|
|
|
Rowland & Co Investment Counsel/adv
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|
|
|
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Dohj, Llc
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Scarborough Advisors, LLC
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Harbor Asset Planning, Inc.
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Seeds Investor Llc
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NCM Capital Management, LLC
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Petros Family Wealth, LLC
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Nicholas Hoffman & Company, LLC.
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WealthCare Investment Partners, LLC
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Brave Asset Management Inc
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Mainstream Capital Management LLC
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W.G. Shaheen & Associates DBA Whitney & Co
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Mid-American Wealth Advisory Group, Inc.
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|
Wesbanco Bank Inc
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Avestar Capital, LLC
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Leo Wealth, LLC
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IMA Wealth, Inc.
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|
First National Trust Co
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NBZ Investment Advisors LLC
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|
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|
Westshore Wealth, LLC
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|
|
|
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|
Trinity Financial Advisors LLC
|
|
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|
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|
Lathrop Investment Management Corp
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Beacon Financial Advisory LLC
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Elequin Capital Lp
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Breed's Hill Capital LLC
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Tempus Wealth Planning, LLC
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Fairway Wealth LLC
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Coyle Financial Counsel LLC
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Wealth Advisors of Iowa, LLC
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Collective Family Office Llc
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Hopwood Financial Services, Inc.
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Erste Asset Management GmbH
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Amplius Wealth Advisors, LLC
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Strategent Financial, LLC
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Passive Capital Management, LLC.
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Summit Financial Wealth Advisors, LLC
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Harbor Group, Inc.
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Waldron Private Wealth LLC
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Trinity Wealth Management, LLC
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Clune & Associates, Ltd.
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Consultiva Wealth Management, Corp.
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Grandfield & Dodd, Llc
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Semmax Financial Advisors Inc.
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TRUE Private Wealth Advisors
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Aspen Investment Management Inc
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Catalyst Capital Advisors LLC
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Mattson Financial Services, LLC
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Butensky & Cohen Financial Security, Inc
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Cobblestone Capital Advisors Llc /ny/
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Matisse Capital
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Tocqueville Asset Management L.p.
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Constitution Capital LLC
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Captrust Financial Advisors
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Principal Financial Group Inc
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Evergreen Capital Management Llc
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Fmr Llc
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Grange Capital, LLC
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Beacon Wealthcare LLC
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Equitable Trust Co
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Oppenheimer & Co Inc
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Family Management Corp
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Sonata Capital Group Inc
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Yardley Wealth Management LLC
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Cahill Financial Advisors Inc
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International Private Wealth Advisors LLC
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