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Capital Wealth Management, Llc
|
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Camden National Bank
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
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Private Wealth Group, LLC
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Garrett Investment Advisors LLC
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Pacific Sun Financial Corp
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Andina Capital Management, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
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Bailard, Inc.
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Keebeck Wealth Management, LLC
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Dempze Nancy E
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Private Wealth Management Group, LLC
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ForthRight Wealth Management, LLC
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Emerald Investment Partners, Llc
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Santori & Peters, Inc.
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Catalyst Private Wealth, Llc
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Goldstein Advisors, LLC
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Financial Perspectives, Inc
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Sincerus Advisory, LLC
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Founders Grove Wealth Partners, Llc
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GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF
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Matisse Capital
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Better Money Decisions, LLC
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Greystone Financial Group, LLC
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Easterly Investment Partners Llc
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Owl Creek Asset Management, L.P.
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Asset Planning Corporation
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Longview Financial Advisors LLC
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Hudson Bay Capital Management LP
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Wealthspan Partners, Llc
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Quintet Private Bank (Europe) S.A.
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MN Wealth Advisors, LLC
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Arkadios Wealth Advisors
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Elwood & Goetz Wealth Advisory Group, LLC
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Bank of Jackson Hole Trust
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Infrastructure Capital Advisors, Llc
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Marshall Wace, Llp
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Dagco, Inc.
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
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Successful Portfolios LLC
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Equita Financial Network, Inc.
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Codex Capital Asset Management L.L.C.
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Spring Capital Management, Llc
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Tcw Group Inc
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Canandaigua National Trust Co of Florida
|
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Aries Wealth Management
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Retirement Guys Formula Llc
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IFG Advisors, LLC
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Concorde Asset Management, LLC
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Tilia Fiduciary Partners, Inc.
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Affiance Financial, LLC
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Alta Wealth Advisors LLC
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Chapman Investment Management, LLC
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Associated Banc-corp
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Vista Investment Partners Llc
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Anson Funds Management LP
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Carr Financial Group Corp
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Sonoma Private Wealth LLC
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Vanguard Group Inc
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Arlington Trust Co LLC
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Wealthbridge Capital Management, Llc
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Waterfront Wealth Inc.
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Kwmg, Llc
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EPG Wealth Management LLC
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Hibernia Wealth Partners, LLC
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Trust Point Inc.
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Wellington Shields & Co., LLC
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Rahlfs Capital, Llc
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Mitchell Mcleod Pugh & Williams Inc
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Argent Capital Management Llc
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Ameritas Investment Partners, Inc.
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Cedar Mountain Advisors, LLC
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4J Wealth Management LLC
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Legacy Financial Group LLC
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
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Gryphon Financial Partners LLC
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Key FInancial Inc
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Balanced Rock Investment Advisor
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Jamison Private Wealth Management, Inc.
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Mason & Associates, LLC
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Bessemer Group Inc
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David Kennon Inc
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Nissay Asset Management Corp /japan/ /adv
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Silverleafe Capital Partners, LLC
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Uptown Financial Advisors LLC
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Verity Asset Management, Inc.
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Chelsea Counsel Co
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Crown Wealth Group, LLC
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DAVENPORT & Co LLC
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Marest Capital, LLC
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Fidelis Capital Partners, LLC
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RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
|
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North Point Portfolio Managers Corp/oh
|
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MGO Private Wealth, LLC
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|
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|
Ibex Wealth Advisors
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|
L.m. Kohn & Company
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|
Trustees of Columbia University in the City of New York
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Clare Market Investments LLC
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RB Capital Management, LLC
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LexAurum Advisors, LLC
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Marathon Asset Management Lp
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Ashton Thomas Private Wealth, LLC
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First City Capital Management, Inc.
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Kohmann Bosshard Financial Services, LLC
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Spectrum Asset Management, Inc. (NB/CA)
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Joseph P. Lucia & Associates, LLC
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Pfc Capital Group, Inc.
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BUYW - Northern Lights Fund Trust IV - Main BuyWrite ETF
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Delap Wealth Advisory, Llc
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Awm Capital, Llc
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Lokken Investment Group LLC
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Parallel Advisors, LLC
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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Oaktree Capital Management Lp
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Legacy Solutions, Llc
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Perbak Capital Partners LLP
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Vontobel Holding Ltd.
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Darden Wealth Group Inc
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DRW Securities, LLC
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|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
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|
Madison Park Capital Advisors, LLC
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Clientfirst Wealth Management, LLC
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Abner Herrman & Brock Llc
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WealthCollab, LLC
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Kennicott Capital Management Llc
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Strengthening Families & Communities, LLC
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First National Corp /ma/ /adv
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LVZ Advisors, Inc.
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Kingsview Wealth Management, LLC
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Legacy Capital Group California, Inc.
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Investment Management Corp /va/ /adv
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Wealth Watch Advisors, INC
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|
Jackson Thornton Asset Management, Llc
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Schaper Benz & Wise Investment Counsel Inc/wi
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Capital Square, LLC
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Kelly Financial Group Llc
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Holistic Financial Partners
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Lyell Wealth Management, Lp
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Ames National Corp
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Griffith & Werner, Inc.
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Comprehensive Financial Management LLC
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Palisade Asset Management, LLC
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Atlas Legacy Advisors, LLC
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New England Capital Financial Advisors LLC
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Sageworth Trust Co
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Argent Advisors, Inc.
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Check Capital Management Inc/ca
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Integrity Alliance, Llc.
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KG&L Capital Management,LLC
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Allred Capital Management, LLC
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Waterloo Capital, L.P.
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Panoramic Capital Partners, LLC
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JTC Employer Solutions Trusteee Ltd
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Marquette Associates, Inc.
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Telos Capital Management, Inc.
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Absoluto Partners Gestao de Recursos Ltda
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Riverbend Wealth Management, LLC
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|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Pitcairn Co
|
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|
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|
Millburn Ridgefield Corp
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SFG Wealth Management, LLC.
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Advisor Group Holdings, Inc.
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American Alpha Advisors, LLC
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Mason Investment Advisory Services, Inc.
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CBIZ Investment Advisory Services, LLC
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Legacy Capital Wealth Partners, LLC
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Loudon Investment Management, LLC
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PFG Advisors
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Sage Financial Management Group, Inc.
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Semmax Financial Advisors Inc.
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Decker Retirement Planning Inc.
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First Merchants Corp
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Caliber Wealth Management, LLC / KS
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Centennial Bank/AR/
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Frisch Financial Group, Inc.
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|
XML Financial, LLC
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North Dallas Bank & Trust Co
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|
Cahill Wealth Management, LLC
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|
Miramar Fiduciary Corp
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|
Long Run Wealth Advisors, LLC
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|
Tfo-tdc, Llc
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|
Magnus Financial Group LLC
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|
Cambridge Financial Group, LLC
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|
Towerpoint Wealth, LLC
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|
Toms Capital Investment Management Lp
|
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|
|
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|
Norinchukin Bank, The
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
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|
|
|
|
Rehmann Capital Advisory Group
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|
|
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|
Scharf Investments, Llc
|
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|
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|
Rice Partnership, LLC
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|
Old North State Wealth Management, LLC
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|
Beacon Bridge Wealth Partners, LLC
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|
Richardson Financial Services Inc.
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|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Cerberus Capital Management, L.P.
|
|
|
|
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|
LJI Wealth Management, LLC
|
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|
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|
Financial Alternatives, Inc
|
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|
|
Stifel Financial Corp
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|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
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|
Trust Co of the South
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|
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|
Walleye Capital LLC
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|
Nova Wealth Management, Inc.
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|
One River Asset Management, LLC
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NorthCrest Asset Manangement, LLC
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|
Finley Financial, LLC
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1832 Asset Management L.P.
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Live Oak Private Wealth LLC
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Mystic Asset Management, Inc.
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Clear Investment Research, Llc
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Financial Management Professionals, Inc.
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|
Constant Guidance Financial LLC
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Brandywine Oak Private Wealth Llc
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|
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|
Scholtz & Company, Llc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
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|
|
|
|
Diversified Investment Strategies, LLC
|
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|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
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|
Westhampton Capital, LLC
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|
D'Orazio & Associates, Inc.
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|
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|
Betterment LLC
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|
Vise Technologies, Inc.
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|
MONECO Advisors, LLC
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|
Synergy Investment Management, LLC
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|
Belpointe Asset Management LLC
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|
Powell Investment Advisors, LLC
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|
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|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
|
|
|
|
|
|
Hackensack Meridian Health, Inc.
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
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|
|
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|
Parthenon Llc
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|
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|
Monument Capital Management
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|
Kingswood Wealth Advisors, Llc
|
|
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|
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|
AGH Wealth Advisors, LLC
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|
|
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|
Bcm Advisors, Llc
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Accredited Wealth Management, LLC
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Navigation Wealth Management, Inc.
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|
1607 Capital Partners, LLC
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|
Redwood Investment Management, Llc
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|
DHSB - Strategy Shares - Day Hagan Smart Buffer ETF
|
|
|
|
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|
Cambridge Financial Group, Inc.
|
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|
|
|
|
Castleview Partners, Llc
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|
Grey Fox Wealth Advisors, LLC
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|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
HFG Wealth Management, LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
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|
Pin Oak Investment Advisors Inc
|
|
|
|
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|
DKM Wealth Management, Inc.
|
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|
|
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|
AJ Advisors, LLC
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|
|
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|
Ingalls & Snyder Llc
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|
Summit Investment Advisory Services, LLC
|
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|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
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|
|
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|
Syon Capital Llc
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|
|
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|
Solutions 4 Wealth, Ltd
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|
|
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|
Capital Management Associates, Inc
|
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|
|
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|
Community Financial Services Group, LLC
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|
Alliancebernstein L.p.
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|
Tobias Financial Advisors, Inc.
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|
Eqis Capital Management, Inc.
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Twin Lakes Capital Management, LLC
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|
Brickley Wealth Management
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|
Pitti Group Wealth Management, LLC
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|
Graybill Bartz & Assoc Ltd
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|
Mirae Asset Securities (usa) Inc.
|
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|
|
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|
Maridea Wealth Management LLC
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|
Readystate Asset Management Lp
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|
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|
TCTC Holdings, LLC
|
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|
|
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|
Legacy Wealth Management, Inc
|
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|
First Manhattan Co
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|
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|
Catalytic Wealth RIA, LLC
|
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|
|
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|
George Kaiser Family Foundation
|
|
|
|
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|
Daido Life Insurance Co
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|
|
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|
JB Capital LLC
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|
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|
Safeguard Investment Advisory Group, LLC
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|
HighTower Advisors, LLC
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TPG Advisors LLC
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|
General Partner, Inc.
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|
Sigma Investment Counselors Inc
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Bizma Investimentos Ltda
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|
Pennington Partners & Co., Llc
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|
|
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|
Capital Market Strategies LLC
|
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|
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|
Washington Trust Bank
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|
|
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|
Chicago Wealth Management, Inc.
|
|
|
|
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Amara Financial, Llc.
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Gallagher Fiduciary Advisors, LLC
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Umb Bank N A/mo
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Grimes & Company, Inc.
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Harbor Group, Inc.
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Northwest & Ethical Investments L.P.
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Northstar Group, Inc.
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Family Legacy Financial Solutions, LLC
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Fenimore Asset Management Inc
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Washington Growth Strategies Llc
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Baker Avenue Asset Management, LP
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Kestra Investment Management, LLC
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Morris Retirement Advisors, LLC
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Cresta Advisors, Ltd.
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Renaissance Technologies Llc
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Pine Ridge Advisers LLC
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Truffle Hound Capital, LLC
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Great Point Wealth Advisors, LLC
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Waddell & Associates, Llc
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Stone House Investment Management, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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WOAIX - NORTHERN LIGHTS FUND TRUST II - WOA All Asset I Class I
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Clearwater Capital Advisors, LLC
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International Private Wealth Advisors LLC
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Roxbury Financial LLC
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Level Four Advisory Services, Llc
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C M Bidwell & Associates Ltd
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Gainplan LLC
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Duncan Williams Asset Management, LLC
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Fairview Capital Investment Management, Llc
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DWUS - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM US Core ETF
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Trust Co
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Crane Advisory, LLC
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Keudell/Morrison Wealth Management
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Central Valley Advisors, Llc
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KSPY - Krane Shares Trust - KraneShares Hedgeye Hedged Equity Index ETF
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Granite Harbor Advisors, Inc.
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Bfsg, Llc
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Mountain Hill Investment Partners Corp.
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Natixis Advisors, L.p.
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Center for Financial Planning, Inc.
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Sharkey, Howes & Javer
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Golden Bell Financial Planning LLC
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MGB Wealth Management, LLC
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Sargent Investment Group, LLC
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Arcadia Investment Advisors Llc
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Platform Technology Partners
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Radnor Capital Management, LLC
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Centaurus Financial, Inc.
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J Hagan Capital, Inc.
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Family Legacy, Inc.
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Private Advisory Group LLC
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Alexis Investment Partners, LLC
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Stonebridge Financial Group, LLC
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Boston Research & Management Inc
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EP Wealth Advisors, Inc.
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Abacus Planning Group, Inc.
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First Financial Bank - Trust Division
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Seek First Inc.
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
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Flynn Zito Capital Management, Llc
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Lsp Investment Advisors, Llc
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Peapack Gladstone Financial Corp
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Defined Wealth Management, Llc
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Heritage Trust Co
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Second Half Financial Partners, LLC
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Paragon Associates & Paragon Associates Ii Joint Venture
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Patriot Investment Management Inc.
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Wellington Management Group Llp
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Legacy Private Trust Co.
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O'Connor Financial Group LLC
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Caldwell Securities, Inc
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Semus Wealth Partners LLC
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Legend Financial Advisors, Inc.
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Bridges Investment Management Inc
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Pring Turner Capital Group Inc
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Caas Capital Management Lp
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Fayez Sarofim & Co
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Arbor Investment Advisors, LLC
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Lee Johnson Capital Management, Llc
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Acropolis Investment Management, LLC
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Marshall Financial Group LLC
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Future Fund LLC
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Hudock, Inc.
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Headland Capital, LLC
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Claris Financial LLC
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Aster Capital Management (DIFC) Ltd
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Gerber Kawasaki Wealth & Investment Management
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Pacific Wealth Management
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Elmwood Wealth Management, Inc.
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ASR Vermogensbeheer N.V.
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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WP Advisors, LLC
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Fort Point Capital Partners LLC
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SpringVest Wealth Management LLC
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New Republic Capital, LLC
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Pinnacle Family Advisors, LLC
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Callan Family Office, LLC
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Revolve Wealth Partners, LLC
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Sage Capital Management, LLC
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Apella Capital, LLC
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Harrell Investment Partners, Llc
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Gill Capital Partners, Llc
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Bartlett & Co. Wealth Management Llc
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Patton Fund Management, Inc.
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Salem Investment Counselors Inc
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Shade Tree Advisors LLC
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Ellevest, Inc.
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Market Street Wealth Management Advisors Llc
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St. Louis Trust Co
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Virginia Wealth Management Group, Inc.
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Nomura Asset Management Co Ltd
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Beese Fulmer Investment Management, Inc.
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Integris Wealth Management, LLC
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M&t Bank Corp
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Ashton Thomas Securities, Llc
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Invesco Ltd.
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Meridian Investment Counsel Inc.
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Resolute Advisors LLC
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Balboa Wealth Partners
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Arthur M. Cohen & Associates, Llc
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GEM Asset Management, LLC
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Integrated Wealth Concepts LLC
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Arkansas Financial Group, Inc.
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Equitable Trust Co
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Zazove Associates Llc
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Birchbrook, Inc.
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iA Global Asset Management Inc.
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Bramshill Investments, LLC
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Bernardo Wealth Planning LLC
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RNECX - Mutual Fund & Variable Insurance Trust - Rational/RGN Hedged Equity Fund Class C
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Sageworth Trust Co of South Dakota
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MKT Advisors LLC
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Eagle Global Advisors Llc
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Johnson Financial Group, Inc.
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Alta Capital Management Llc/
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one8zero8, LLC
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WJ Wealth Management, LLC
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Moss Adams Wealth Advisors LLC
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Wellington Shields Capital Management, LLC
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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Merkkuri Wealth Advisors LLC
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Legacy Investment Solutions, LLC
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Parkwoods Wealth Partners, LLC
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Maven Securities LTD
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HTG Investment Advisors, Inc.
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Robbins Farley Llc
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Enterprise Bank & Trust Co
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Brown, Lisle/cummings, Inc.
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Wimmer Associates 1, Llc
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Blueprint Financial Advisors LLC
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Edge Financial Advisors LLC
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180 Wealth Advisors, Llc
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Janney Montgomery Scott LLC
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Snider Financial Group
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E Fund Management (Hong Kong) Co., Ltd.
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True Wealth Design, LLC
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Manhattan West Asset Management, LLC
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Kapstone Financial Advisors LLC
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HighMark Wealth Management LLC
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Marotta Asset Management
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Thor Trading Advisors, Llc
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Bouchey Financial Group Ltd
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Stonebrook Private Inc.
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Biondo Investment Advisors, LLC
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Panagora Asset Management Inc
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Templeton & Phillips Capital Management, LLC
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Trifecta Capital Advisors, LLC
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ARK Investment Management LLC
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Cwm, Llc
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Novak & Powell Financial Services, Inc.
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Aristides Capital LLC
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Massmutual Trust Co Fsb/adv
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Tsai Capital Corp
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BlueChip Wealth Advisors LLC
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McElhenny Sheffield Capital Management, LLC
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WCG Wealth Advisors LLC
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VestGen Advisors, LLC
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Signature Wealth Management Partners, LLC
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LMG Wealth Partners, LLC
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Dauntless Investment Group, LLC
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GK Wealth Management LLC
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Cidel Asset Management Inc
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Rakuten Securities, Inc.
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Transatlantique Private Wealth Llc
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Hippocratic Financial Advisors, LLC
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
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Goepper Burkhardt LLC
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Tudor Financial Inc.
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J. Goldman & Co LP
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Asset Allocation Strategies LLC
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Wealth Advisory Solutions, LLC
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Freestone Capital Holdings, LLC
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Cornerstone Enterprises, Llc
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World Funds Trust - Cboe Vest US Large Cap 20% Buffer Strategies VI Fund Class Y Shares
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Murphy, Middleton, Hinkle & Parker, Inc.
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Teachers Insurance & Annuity Association Of America
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Nestegg Advisors, Inc.
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Axxcess Wealth Management, Llc
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Chung Wu Investment Group, LLC
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Johnson & White Wealth Management, LLC
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EnRich Financial Partners LLC
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SG Americas Securities, LLC
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M Wealth Management, LLC
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WPG Advisers, LLC
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Canopy Partners, LLC
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Ipswich Investment Management Co., Inc.
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CWC Advisors, LLC.
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Beirne Wealth Consulting Services, LLC
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Ami Investment Management Inc
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Global Endowment Management, LP
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VELA Investment Management, LLC
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Jarislowsky, Fraser Ltd
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Northeast Investment Management
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TFB Advisors LLC
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Clear Harbor Asset Management, LLC
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Highland Capital Management, Llc
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Smith, Salley & Associates
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Coastwise Capital Group, LLC
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Versant Capital Management, Inc
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Brown Financial Advisory
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CRA Financial Services, LLC
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Sawyer & Company, Inc
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Vermillion Wealth Management, Inc.
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Colonial River Wealth Management, LLC
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Capital CS Group, LLC
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Vista Wealth Management Group, LLC
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Baker Ellis Asset Management LLC
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Iron Horse Wealth Management, LLC
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Austin Private Wealth, LLC
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Pinnacle Financial Partners Inc
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Shoker Investment Counsel, Inc.
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Towercrest Capital Management
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McCarthy & Cox
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Cambridge Advisors Inc.
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APCM Wealth Management for Individuals
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Carret Asset Management, Llc
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SC&H Financial Advisors, Inc.
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Spectrum Wealth Counsel, LLC
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Monarch Capital Management Inc/
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Tanager Wealth Management LLP
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Hedeker Wealth, LLC
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First National Bank Of Omaha
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Outlook Wealth Advisors, LLC
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David R. Rahn & Associates Inc.
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VAUGHAN & Co SECURITIES, INC.
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PrairieView Partners, LLC
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Jasper Ridge Partners, L.P.
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Promus Capital, LLC
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PICTET BANK & TRUST Ltd
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Opal Wealth Advisors, LLC
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Claro Advisors LLC
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McGuire Investment Group, LLC
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Black Swift Group, LLC
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American Capital Management Inc
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Monograph Wealth Advisors, Llc
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Vested Financial Planning, LLC
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Total Wealth Planning & Management, Inc.
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Field & Main Bank
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W.H. Cornerstone Investments Inc.
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Redhawk Wealth Advisors, Inc.
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Ayrshire Capital Management LLC
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Hurley Capital, LLC
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Axa S.a.
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Timelo Investment Management Inc.
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ZEGA Investments, LLC
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Arcus Capital Partners, LLC
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Rebalance, Llc
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Roger Wittlin Investment Advisory, LLC
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Southeast Asset Advisors Inc.
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Octavia Wealth Advisors, LLC
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Innova Wealth Partners
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Bond & Devick Financial Network, Inc.
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Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
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Boothe Investment Group, Inc.
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MJT & Associates Financial Advisory Group, Inc.
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M. Kulyk & Associates, LLC
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Morton Brown Family Wealth, LLC
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Regency Capital Management Inc.\DE
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Riverview Capital Advisers, LLC
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Keystone Financial Services, LLC
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Focus Financial Network, Inc.
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Edge Wealth Management LLC
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Intrepid Financial Planning Group LLC
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Putney Financial Group LLC
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Harbor Advisory Corp /ma/
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TOWER TRUST & INVESTMENT Co
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Farrow Financial Inc.
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Valeo Financial Advisors, LLC
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Correct Capital Wealth Management
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Serenus Wealth Advisors, LLC
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PayPay Securities Corp
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Tyler-Stone Wealth Management
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D.B. Root & Company, LLC
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Scopus Asset Management, L.p.
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Kintayl Capital LP
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Conscious Wealth Investments, Llc
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Advisors Management Group Inc /adv
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Front Street Capital Management, Inc.
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JustInvest LLC
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Yeomans Consulting Group, Inc.
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Texas Treasury Safekeeping Trust Co
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Copia Wealth Management
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Mechanics Bank Trust Department
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Alerus Financial Na
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Clarion Wealth Managment Partners, LLC
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Private Advisor Group, LLC
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Texas Yale Capital Corp.
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Cypress Financial Planning Llc
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Armbruster Capital Management, Inc.
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SOUTH STATE Corp
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Coastal Bridge Advisors, LLC
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Community Bank of Raymore
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Teramo Advisors, LLC
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Eaton Financial Holdings Company, LLC
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Leading Edge Financial Planning LLC
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Yukon Wealth Management, Inc.
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Russell Investments Group, Ltd.
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GSG Advisors LLC
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Dale Q Rice Investment Management Ltd
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Spence Asset Management
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Wealth Group Ltd
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Buffington Mohr McNeal
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Orion Portfolio Solutions, LLC
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Bank Of Hawaii
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Shilanski & Associates, Inc.
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Confluence Investment Management Llc
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KFA Private Wealth Group, LLC
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Osterweis Capital Management Inc
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Cornerstone Wealth Group, LLC
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Ridgewood Investments LLC
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Hemenway Trust Co LLC
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Condor Capital Management
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Financial Council Asset Management Inc
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Quantum Private Wealth, LLC
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Mackenzie Financial Corp
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Lifelong Wealth Advisors, Inc.
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Capstone Investment Advisors, Llc
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Brave Asset Management Inc
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Capital City Trust Co/fl
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Lionsbridge Wealth Management LLC
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Eliot Finkel Investment Counsel, LLC
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Fox Hill Wealth Management
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Sharp Financial Services, LLC
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Graves-Light Private Wealth Management, Inc.
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Index Fund Advisors, Inc.
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Strategent Financial, LLC
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IMPACTfolio, LLC
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Portland Financial Advisors Inc
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Safeguard Financial, LLC
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BSW Wealth Partners
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Mission Wealth Management, Lp
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Richards, Merrill & Peterson, Inc.
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Sivia Capital Partners, LLC
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Armor Advisors, L.l.c.
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MEMBERS Trust Co
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B.O.S.S. Retirement Advisors, LLC
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B&D White Capital Company, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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American Trust
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Investment Management Associates Inc /adv
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Riversedge Advisors, Llc
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West Financial Advisors, LLC
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
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Senator Investment Group LP
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Manufacturers Life Insurance Company, The
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LifeGuide Financial Advisors, LLC
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HHM Wealth Advisors, LLC
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Boston Standard Wealth Management, LLC
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Austin Wealth Management, LLC
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Rede Wealth, LLC
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Stonekeep Investments, LLC
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Bolthouse Investments, LLC
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Bank Of Stockton
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Pcg Asset Management, Llc
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Providence Capital Advisors, LLC
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Spinnaker Investment Group, LLC
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Invictus Private Wealth, Llc
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Tolleson Wealth Management, Inc.
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Wealthcare Capital Management Llc
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RiverGlades Family Offices LLC
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Next Level Private LLC
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Ritter Daniher Financial Advisory LLC / DE
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Roth Financial Partners LLC
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Whalen Wealth Management Inc.
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O'Brien Wealth Partners LLC
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Marietta Wealth Management, LLC
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Westbourne Investment Advisors, Inc.
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First Community Trust Na
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Scissortail Wealth Management, LLC
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Virtue Capital Management, LLC
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Gibraltar Capital Management, Inc.
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Jag Capital Management, Llc
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Koss-Olinger Consulting, LLC
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Forge First Asset Management Inc.
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Fortress Financial Group, Llc
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Keeley-Teton Advisors, LLC
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Hamilton Point Investment Advisors, LLC
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Tikvah Management LLC
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Spectrum Wealth Advisory Group, LLC
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Financial Life Planners
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Novem Group
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Asset Management Group, Inc.
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PFW Advisors LLC
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Paradigm Capital Management, LLC/NV
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Tredje AP-fonden
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Modera Wealth Management, LLC
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Durante & Waters, Llc
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MCF Advisors LLC
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Liberty Wealth Management Llc
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Interchange Capital Partners, LLC
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Bristol Gate Capital Partners Inc.
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Arcadia Wealth Management, LLC
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CacheTech Inc.
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Clal Insurance Enterprises Holdings Ltd
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Rather & Kittrell, Inc.
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Topsail Wealth Management, LLC
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BW Gestao de Investimentos Ltda.
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Trust Co Of Vermont
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Heritage Investors Management Corp
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Palisades Hudson Asset Management, L.P.
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Garnet Equity Capital Holdings, Inc.
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Capital Advantage, Inc.
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Whittier Trust Co
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Renaissance Investment Group LLC
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Transamerica Financial Advisors, Inc.
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Conning Inc.
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LFA - Lugano Financial Advisors SA
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Graham Capital Wealth Management, Llc
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Seneca Financial Advisors LLC
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Signature Wealth Management Group
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Valley Forge Investment Consultants Inc Adv
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HT Partners LLC
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Ancora Advisors, LLC
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Granby Capital Management, LLC
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Heck Capital Advisors, LLC
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McCarthy Grittinger Financial Group, LLC
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Providence First Trust Co
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Wilkins Investment Counsel Inc
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Atlanta Consulting Group Advisors, LLC
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Prosperity Financial Group, Inc.
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Southern Capital Advisors, Llc
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RFG - Bristol Wealth Advisors, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
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Kondo Wealth Advisors, Inc.
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Kesler, Norman & Wride, LLC
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Waldron Private Wealth LLC
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Aft, Forsyth & Sober, LLC
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Selective Wealth Management, Inc.
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Traub Capital Management LLC
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Sentry LLC
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AssuredPartners Investment Advisors, LLC
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Broyhill Asset Management
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Sanibel Captiva Trust Company, Inc.
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Lvm Capital Management Ltd/mi
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Ramsay, Stattman, Vela & Price, Inc.
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Industrial Alliance Investment Management Inc.
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Wealth Preservation Advisors, LLC
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Evanson Asset Management, LLC
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Oder Investment Management, LLC
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United Capital Financial Advisers, Llc
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Wall Street Access Asset Management, LLC
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Inspire Trust Co, N.a.
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Summit Wealth Group, LLC
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Maryland Capital Advisors Inc.
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ELCO Management Co., LLC
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United Bank
|
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|
Fort Sheridan Advisors Llc
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|
Boreal Capital Management LLC
|
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|
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Prudential Plc
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Melone Private Wealth, LLC
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Koshinski Asset Management, Inc.
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DMKC Advisory Services, LLC
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SJS Investment Consulting Inc.
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Little Harbor Advisors, LLC
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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|
|
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|
Lewis Asset Management, LLC
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|
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|
Forte Capital Llc /adv
|
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|
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|
Barton Investment Management
|
|
|
|
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|
Keystone Financial Services
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Ascent Wealth Partners, LLC
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Analyst IMS Investment Management Services Ltd.
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|
Ewing Morris & Co. Investment Partners Ltd.
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Pacific Financial Group Inc
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Alberta Investment Management Corp
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|
Ahl Investment Management, Inc.
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|
Intelligence Driven Advisers, LLC
|
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Drucker Wealth 3.0, LLC
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|
|
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|
Northwestern Mutual Wealth Management Co
|
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|
|
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|
Wynn Capital, LLC
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|
DecisionMap Wealth Management, LLC
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
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|
|
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|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Emory University
|
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|
|
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|
Global Retirement Partners, LLC
|
|
|
|
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|
Everett Harris & Co /ca/
|
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|
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|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
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|
Everest Management Corp.
|
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|
Investors Research Corp
|
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|
Family Office Research LLC
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|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Miller Investment Management, LP
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|
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|
Private Capital Management, LLC
|
|
|
|
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|
Boothbay Fund Management, Llc
|
|
|
|
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|
Continuum Wealth Advisors, Llc
|
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|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
|
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Factory Mutual Insurance Co
|
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|
|
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|
TigerOak Management, L.L.C.
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|
|
|
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|
Riposte Capital Llc
|
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|
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|
LS Investment Advisors, LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
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|
Zwj Investment Counsel Inc
|
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|
|
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|
One Wealth Capital Management, Llc
|
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|
|
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|
American Trust Investment Advisors, LLC
|
|
|
|
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|
Moser Wealth Advisors, LLC
|
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|
|
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|
QTR Family Wealth, LLC
|
|
|
|
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|
Triumph Capital Management
|
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|
|
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|
Resonant Capital Advisors, LLC
|
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|
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|
Kraft, Davis & Associates, LLC
|
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|
Bennett Selby Investments Lp
|
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|
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|
Venture Visionary Partners LLC
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|
IPG Investment Advisors LLC
|
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|
Deroy & Devereaux Private Investment Counsel Inc
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AG Asset Advisory, LLC
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SS&H Financial Advisors, Inc.
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Sound Income Strategies, LLC
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Decatur Capital Management, Inc.
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|
Hall Capital Management Co Inc
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Keyes, Stange & Wooten Wealth Management, LLC
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Baron Financial Group, LLC
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|
Hopwood Financial Services, Inc.
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|
Troluce Capital Advisors LLC
|
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|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SP Asset Management LLC
|
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|
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|
Dunhill Financial, LLC
|
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|
Diversified Enterprises, LLC
|
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|
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|
Sky Investment Group LLC
|
|
|
|
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|
Vista Finance, Llc
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
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|
Klingenstein Fields & Co Lp
|
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|
|
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|
Pavion Blue Capital, LLC
|
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|
|
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|
Wade Financial Advisory, Inc
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|
Future Financial Wealth Managment LLC
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|
SkyView Investment Advisors, LLC
|
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|
|
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|
DB Fitzpatrick & Co, Inc
|
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|
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|
Embree Financial Group
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|
Palisade Capital Management Llc/nj
|
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|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Warberg Asset Management LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
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|
Coston, McIsaac & Partners
|
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GKV Capital Management Co., Inc.
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Grantvest Financial Group LLC
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Camden Capital, LLC
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Legacy Financial Advisors, Inc.
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Coerente Capital Management
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|
Investment Partners, Ltd.
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|
|
Sepio Capital, LP
|
|
|
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|
EQHEX - Series Portfolios Trust - Equable Shares Large Cap Fund Class I
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
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|
|
|
|
OneAscent Financial Services LLC
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Spears Abacus Advisors LLC
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Portfolio Strategies, Inc.
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Capital Group Private Client Services, Inc.
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Saxon Interests, Inc.
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Equitec Proprietary Markets, Llc
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BankPlus Wealth Management LLC
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Equitable Holdings, Inc.
|
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|
Advantage Trust Co
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Beverly Hills Private Wealth, LLC
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|
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|
Palo Alto Wealth Advisors, Llc
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|
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|
Sittner & Nelson, Llc
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|
Strategic Investment Solutions, Inc. /IL
|
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|
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|
Horizon Kinetics Asset Management Llc
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|
|
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|
Independent Advisor Alliance
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|
|
|
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|
BlueSky Wealth Advisors, LLC
|
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|
|
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|
Adviser Investments LLC
|
|
|
|
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|
TrueWealth Financial Partners
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Charter Research & Investment Group, Inc.
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Oakworth Capital, Inc.
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Cornerstone Select Advisors, LLC
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|
ETFWX - North Square Investments Trust - North Square Tactical Defensive Fund Class I
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|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
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|
Smithfield Trust Co
|
|
|
|
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|
Horizon Bancorp Inc /in/
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NCM Capital Management, LLC
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Retirement Planning Group, Llc / Ny
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Trust Investment Advisors
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Sitrin Capital Management LLC
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Two Seas Capital LP
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Kellett Schaffner Wealth Advisors LLC
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BCGM Wealth Management, LLC
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Perigon Wealth Management, LLC
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Barometer Capital Management Inc.
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Clearline Capital LP
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Occidental Asset Management, LLC
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Deer Park Road Corp
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Summit Asset Management, LLC
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M. Kraus & Co
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Ensign Peak Advisors, Inc
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Intelligent Financial Strategies
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Lam Group, Inc.
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VanWeelden Wealth Management, LLC
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LM Advisors LLC
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Axos Invest Inc.
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RVW Wealth, LLC
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Meridian Wealth Partners, LLC
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OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class
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Cannon Advisors, Inc.
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Crew Capital Management, Ltd.
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Geometric Wealth Advisors
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Astoria Portfolio Advisors LLC.
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Brasada Capital Management, Lp
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Teachers Retirement System Of The State Of Kentucky
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Clean Yield Group
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SMART Wealth LLC
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Horizon Investments, LLC
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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JGP Wealth Management, LLC
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Laurel Wealth Advisors LLC
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Coyle Financial Counsel LLC
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Ewa, Llc
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Menora Mivtachim Holdings Ltd.
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Holos Integrated Wealth LLC
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Y.D. More Investments Ltd
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Circle Wealth Management, LLC
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True North Advisors, LLC
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McAlister, Sweet & Associates, Inc.
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Badgley Phelps Wealth Managers, LLC
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Robinson Smith Wealth Advisors Llc
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Berkshire Money Management, Inc.
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Almanack Investment Partners, LLC.
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Clune & Associates, Ltd.
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Integrated Capital Management, LLC
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Picton Mahoney Asset Management
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Atom Investors LP
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Gunma Bank,Ltd.
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Lowe Brockenbrough & Co Inc
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Howard Financial Services, Ltd.
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Soltis Investment Advisors LLC
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Highbridge Capital Management Llc
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Cove Private Wealth, LLC
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Balentine LLC
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V. M. Manning & Co., Inc.
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New Covenant Trust Company, N.A.
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Delta Financial Advisors Llc
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Financial Futures Ltd Liability Co.
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
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Okabena Investment Services Inc
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Stenger Family Office, LLC
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Bulltick Wealth Management, LLC
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Altus Wealth Management, LLC
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MAS Advisors LLC
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Dudley Capital Management, Llc
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Credential Qtrade Securities Inc.
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Asset Dedication, LLC
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Wallington Asset Management, LLC
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Tortoise Investment Management, LLC
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Paragon Capital Management Ltd
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GQG Partners LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Seven Mile Advisory
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OLIO Financial Planning
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PointState Capital LP
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Paladin Advisory Group, LLC
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Constitution Capital LLC
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Core Wealth Advisors, Inc.
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Attessa Capital LLC
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Davis-rea Ltd.
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Cozad Asset Management Inc
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Zacks Investment Management
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Pentwater Capital Management LP
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HCR Wealth Advisors
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RMR Capital Management, LLC
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Presilium Private Wealth, Llc
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Jaffetilchin Investment Partners, LLC
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Snowden Capital Advisors LLC
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Citizens & Northern Corp
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400 Capital Management LLC
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Dow Chemical Co /de/
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Cary Street Partner Investment Advisory Llc
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SPX Equities Gestao de Recursos Ltda
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West Bancorporation Inc
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Kessler Investment Group, LLC
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D. Scott Neal, Inc.
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Trilogy Capital Inc.
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TriaGen Wealth Management LLC
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LongView Wealth Management
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MAI Capital Management
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Options Solutions, Llc
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Fourth Dimension Wealth, LLC
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Trust Asset Management LLC
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Am Investment Strategies Llc
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Trellis Wealth Advisors LLC
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Claudia M.p. Batlle, Crp (r) Llc
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Trevian Wealth Management LLC
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DLD Asset Management, LP
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Guardian Partners Inc.
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AAFCPAs Wealth Management, LLC
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Duquesne Family Office LLC
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PFM Health Sciences, LP
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Bank Of Montreal /can/
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Bradley & Co. Private Wealth Management, LLC
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Good Life Advisors, LLC
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Highlander Partners, L.P.
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Viawealth, Llc
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Charles Schwab Trust Co
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Beck Capital Management, Llc
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ExodusPoint Capital Management, LP
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BKA Wealth Consulting, Inc.
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Glenview Trust Co
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Palo Ds Manager Llc
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Wealthcare Advisory Partners LLC
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CV Advisors LLC
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Watts Gwilliam & Co., LLC
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Wind River Trust Co
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Permanent Capital Management, LP
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Jackson Hole Capital Partners, LLC
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Vista Investment Management
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Custos Family Office, LLC
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PMG Wealth Management, Inc.
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Vestmark Advisory Solutions, Inc.
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Summit Financial Wealth Advisors, LLC
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SummitTX Capital, L.P.
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Elm Partners Management LLC
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Grange Capital, LLC
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Wealthedge Investment Advisors, Llc
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Peregrine Asset Advisers, Inc.
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360 Financial, Inc.
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High Probability Advisors, LLC
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Trustmark National Bank Trust Department
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Schonfeld Strategic Advisors LLC
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Ferguson Wellman Capital Management, Inc
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Pinnacle Holdings, LLC
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Mendel Capital Management LLC
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Fortis Capital Management LLC
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Murphy Pohlad Asset Management LLC
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Carl P. Sherr & Co., LLC
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HB Wealth Management, LLC
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|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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Karpus Management, Inc.
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Mizuho Markets Americas Llc
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Hoey Investments, Inc
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AAFMAA Wealth Management & Trust LLC
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Atria Wealth Solutions, Inc.
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Legacy Capital Wealth Management, Llc
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Interactive Financial Advisors
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Talisman Wealth Advisors LLC
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Spider Management Company, LLC
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Investment Partners Asset Management, Inc.
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Cito Capital Group, LLC
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Amundi
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Johnson Bixby & Associates, LLC
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Marion Wealth Management
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Ariadne Wealth Management, LP
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Daiwa Securities Group Inc.
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Chokshi & Queen Wealth Advisors, Inc
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White Lighthouse Investment Management Inc.
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Asset Advisors Investment Management, LLC
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Brown Shipley& Co Ltd
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GLOBALT Investments LLC / GA
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Cascades Capital Asset Management, LLC
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Envestnet Asset Management Inc
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Folger Nolan Fleming Douglas Capital Management, Inc
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Bath Savings Trust Co
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Diversify Advisory Services, LLC
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Fi3 FINANCIAL ADVISORS, LLC
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Birch Hill Investment Advisors LLC
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Red Wave Investments LLC
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True Vision MN LLC
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Insight Wealth Partners, LLC
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First Command Advisory Services, Inc.
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Main Street Group, LTD
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Yakira Capital Management, Inc.
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Gould Capital, LLC
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Ping Capital Management, Inc.
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Meeder Advisory Services, Inc.
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Melfa Wealth Management, Llc
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Laidlaw Wealth Management LLC
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Aufman Associates Inc
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Roman Butler Fullerton & Co
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Monaco Asset Management SAM
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Silvant Capital Management LLC
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Persistent Asset Partners Ltd
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Cowa, Llc
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Armistice Capital, Llc
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Sentinel Trust Co Lba
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Landmark Wealth Management, Inc.
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Elios Financial Group Inc.
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Stonehaven Wealth & Tax Solutions, Llc
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Oberweis Asset Management Inc/
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Vermillion & White Wealth Management Group, LLC
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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|
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Coordinated Financial Services, Inc./CO
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Rise Advisors, LLC
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Weil Company, Inc.
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Red Mountain Financial, LLC
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James Hambro & Partners
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One Capital Management, LLC
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|
Trust Co Of Virginia /va
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Eminence Capital, Lp
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Barings Llc
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Argent Trust Co
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Cannon Financial Strategists, Inc.
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Kodai Capital Management LP
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Skopos Labs, Inc.
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Krane Funds Advisors LLC
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Midwest Financial Group LLC
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|
ROSS\JOHNSON & Associates LLC
|
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|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
|
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|
Taurus Asset Management, Llc
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Laird Norton Trust Company, Llc
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Wealth Alliance
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|
Horan Securities, Inc.
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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|
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|
Gladstone Institutional Advisory LLC
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|
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
|
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|
Clarendon Private LLC
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|
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|
Capital World Investors
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|
|
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|
GAMMA Investing LLC
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Alpha Financial Advisors, LLC
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Riggs Asset Managment Co. Inc.
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Bay Capital Advisors, LLC
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Truvestments Capital Llc
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Opinicus Capital, Inc.
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|
TruWealth Advisors, LLC
|
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Avaii Wealth Management, Llc
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Duncker Streett & Co Inc
|
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|
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|
Ballast, Inc.
|
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|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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|
Resources Management Corp /ct/ /adv
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|
|
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|
Elequin Capital Lp
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Catalina Capital Group, LLC
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United Asset Strategies, Inc.
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Sun Life Financial Inc
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Investment Advisory Group, LLC
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|
Washburn Capital Management, Inc.
|
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|
Northern Financial Advisors Inc
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|
Selway Asset Management
|
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|
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|
Lansing Street Advisors
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Smith Asset Management Co., LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
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|
|
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|
Camelot Portfolios, LLC
|
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|
XY Planning Network, Inc.
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|
Northstar Asset Management Llc
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Covestor Ltd
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Inscription Capital, LLC
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Eos Management, L.P.
|
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|
Beckerman Institutional, LLC
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Aspen Grove Capital, LLC
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U.S. Capital Wealth Advisors, LLC
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LifeSteps Financial, Inc.
|
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|
|
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|
October Effect Ltd
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|
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|
Peoples Bank /oh
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|
GoalVest Advisory LLC
|
|
|
|
|
|
Sfm, Llc
|
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|
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|
Little House Capital Llc
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|
McAdam, LLC
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Magnolia Capital Advisors Llc
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|
Quantum Financial Planning Services, Inc.
|
|
|
|
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|
Rodgers & Associates, LTD
|
|
|
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|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
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|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
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|
First Foundation Advisors
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|
Conquis Financial Llc
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|
DHK Financial Advisors, Inc.
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|
Covenant Asset Management, LLC
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|
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|
Frank, Rimerman Advisors LLC
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|
|
|
|
Boundary Creek Advisors LP
|
|
|
|
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|
Mindset Wealth Management, Llc
|
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|
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|
Berkeley Capital Partners, LLC
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Foundations Investment Advisors, LLC
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Valley Financial Group, Inc.
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Bayforest Capital Ltd
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Sigma Planning Corp
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Kovack Advisors, Inc.
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|
Onefund, Llc
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Strategic Blueprint, LLC
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|
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|
Ayalon Holdings Ltd.
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|
|
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|
Tempus Wealth Planning, LLC
|
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LOM Asset Management Ltd
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Fmb Wealth Management
|
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|
DHJJ Financial Advisors, Ltd.
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|
25 Llc
|
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Grant Private Wealth Management Inc
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HTUS - Capitol Series Trust - Hull Tactical US ETF
|
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|
Coastal Investment Advisors, Inc.
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|
Tennessee Valley Asset Management Partners
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First United Bank Trust/
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|
Forthright Family Wealth Advisory LLC
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BIP Alliance, LLC
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Alpha Omega Wealth Management LLC
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Omega Financial Group, LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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May Barnhard Investments LLC
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|
Vestia Personal Wealth Advisors
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|
Triangle Securities Wealth Management
|
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|
Curran Financial Partners, LLC
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|
Meadow Creek Wealth Advisors Llc
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|
Game Creek Capital, LP
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|
Bellecapital International Ltd.
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|
Kim, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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|
Gordian Advisors LLC
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CFO4Life Group, LLC
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Macquarie Group Ltd
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Hills Bank & Trust Co
|
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Mengis Capital Management, Inc.
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Hamilton Capital Partners, Llc
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Aspire Capital Advisors LLC
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|
Beacon Capital Management, Inc.
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|
GPS Wealth Strategies Group, LLC
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|
Bellwether Advisors, LLC
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Park Capital Management, LLC / WI
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Clark Asset Management, LLC
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
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|
|
Element Wealth, LLC
|
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|
Clarus Group, Inc.
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|
Walker Asset Management, LLC
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|
BOK Financial Private Wealth, Inc.
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Asset Planning Services Inc /la/ /adv
|
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|
Mittelman Wealth Management
|
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|
Swan Global Investments, LLC
|
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|
EFG Asset Management (Americas) Corp.
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|
Maseco Llp
|
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|
ERn Financial, LLC
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|
Traveka Wealth, LLC
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|
Centricity Wealth Management, LLC
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Advocacy Wealth Management Services, LLC
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|
Front Row Advisors LLC
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|
Encompass Wealth Advisors, Llc
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|
RBF Capital, LLC
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|
Unison Asset Management LLC
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|
Vantage Financial Partners, LLC
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WealthCare Investment Partners, LLC
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|
Broderick Brian C
|
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|
Tower Research Capital LLC (TRC)
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|
Legacy Trust
|
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|
Central Bank & Trust Co
|
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|
Rockwood Wealth Management, LLC
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|
First PREMIER Bank
|
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|
Nicolet Bankshares Inc
|
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|
Winch Advisory Services, LLC
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|
Neumann Capital Management, LLC
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|
BTG Pactual Asset Management US LLC
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|
Trans-Canada Capital Inc.
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|
Beacon Financial Advisory LLC
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|
Capco Asset Management, LLC
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|
Tocqueville Asset Management L.p.
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Brown Advisory Inc
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|
Climber Capital SA
|
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|
Baker Tilly Financial, Llc
|
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Blackhill Capital Inc
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|
Hudson Valley Investment Advisors Inc /adv
|
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Credit Agricole S A
|
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Hobart Private Capital, LLC
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
Schulhoff & Co Inc
|
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|
Jacobson & Schmitt Advisors, Llc
|
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|
Heritage Wealth Management, Inc. /CA/
|
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|
Df Dent & Co Inc
|
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|
Azarias Capital Management, L.P.
|
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|
Cherrydale Wealth Management, Llc
|
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|
Christopher J. Hasenberg, Inc
|
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|
Parisi Gray Wealth Management
|
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|
Harbour Trust & Investment Management Co
|
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|
Paradigm Financial Partners, Llc
|
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Verde Capital Management
|
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|
Titleist Asset Management, Llc
|
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|
Madison Asset Management, LLC
|
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|
Corre Partners Management, LLC
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|
Fund 1 Investments, LLC
|
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|
|
ATESX - Northern Lights Fund Trust IV - Anchor Risk Managed Equity Strategies Fund Institutional Class
|
|
|
|
|
|
IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares
|
|
|
|
|
|
Fft Wealth Management Llc
|
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|
Janney Capital Management LLC
|
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|
Orcam Financial Group
|
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|
National Wealth Management Group, LLC
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
Rockbridge Investment Management, LCC
|
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|
Sherman Asset Management, Inc.
|
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|
|
Cohen Capital Management, Inc.
|
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|
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|
|
Whipplewood Advisors, LLC
|
|
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|
|
Clarus Wealth Advisors
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
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|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
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|
|
F&V Capital Management, LLC
|
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|
Cacti Asset Management Llc
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
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|
|
Rothschild Investment Llc
|
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|
|
Burford Brothers, Inc.
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
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|
|
|
|
Vantage Point Financial LLC
|
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|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
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|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Crescent Park Management, L.P.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Avalon Advisory Group
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Soma Equity Partners Lp
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Quarry Hill Advisors, Llc
|
|
|
|
|
|
Fore Capital, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Cohen & Steers Closed-end Opportunity Fund, Inc.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Sather Financial Group Inc
|
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|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
One William Street Capital Management, L.p.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Board of Trustees of The Leland Stanford Junior University
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Zevin Asset Management Llc
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Strs Ohio
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Kerntke Otto McGlone Wealth Management Group
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CGC Financial Services, LLC
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Foundation Wealth Management, LLC\PA
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DeepCurrents Investment Group LLC
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Apollon Wealth Management, LLC
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Poehling Capital Management, LLC
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Motco
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Atwater Malick LLC
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Sagespring Wealth Partners, Llc
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First Heartland Consultants, Inc.
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Mount Yale Investment Advisors, LLC
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Heritage Wealth Architects, Inc.
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Icon Wealth Advisors, LLC
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Dean, Jacobson Financial Services, LLC
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Solano Wealth Investment Advisors LLC
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Canada Pension Plan Investment Board
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RHRX - Starboard Investment Trust - RH Tactical Rotation ETF
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Congress Wealth Management LLC / DE /
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Fountainhead AM, LLC
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Signet Investment Advisory Group, Inc.
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Baird Financial Group, Inc.
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Phillips Wealth Planners LLC
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Bluestem Financial Advisors, Llc
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Aviso Financial Inc.
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Marshall Investment Management, Llc
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Nelson Capital Management, LLC
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Anchor Capital Advisors Llc
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Long Road Investment Counsel, LLC
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Rosenberg Matthew Hamilton
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Stuart Chaussee & Associates, Inc.
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Migdal Insurance & Financial Holdings Ltd.
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Legacy Wealth Management, LLC / MS
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Principal Securities, Inc.
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Warren Street Wealth Advisors, LLC
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Caitlin John, LLC
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Greenfield FTC, Inc.
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Medici Capital Llc
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Sage Capital Advisors,llc
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Grant Street Asset Management, Inc.
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USA Financial Portformulas Corp
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Birinyi Associates Inc
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Western Pacific Wealth Management, LP
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Verus Capital Partners, Llc
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RMR Wealth Builders
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Cambria Investment Management, L.P.
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Secure Asset Management, LLC
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Bright Financial Advisors, Inc.
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Valpey Financial Services, LLC
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Madrona Financial Services, LLC
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Consilio Wealth Advisors, Llc
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St. Johns Investment Management Company, LLC
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Davis Investment Partners, LLC
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Phillips Financial Management, Llc
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Dynamic Financial Group
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Dodds Wealth, LLC
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Quantinno Capital Management LP
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Chemistry Wealth Management LLC
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Ironwood Financial, llc
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Fundamentun, Llc
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Cullen/frost Bankers, Inc.
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Buck Wealth Strategies, LLC
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SeaBridge Investment Advisors LLC
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Texas Permanent School Fund
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Guidance Point Advisors, LLC
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Valicenti Advisory Services Inc
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Fire Capital Management LLC
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Boomfish Wealth Group, LLC
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Elgethun Capital Management
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SageView Advisory Group, LLC
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Sound Stewardship, LLC
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PBMares Wealth Management LLC
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Chris Bulman Inc
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Wilmar Advisors LLC
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Elevatus Welath Management
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Yarger Wealth Strategies, Llc
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Meritage Portfolio Management
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Marco Investment Management Llc
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Opulen Financial Group LLC
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Boston Trust Walden Corp
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Empower Advisory Group, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Strategic Investment Management, Llc
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Reliant Investment Partners, LLC
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Strategic Advisors LLC
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Drive Wealth Management, Llc
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DG Capital Management, LLC
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Hanover Advisors Inc
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Orchard Capital Managment, LLC
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Florida Financial Advisors, Llc
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Kanawha Capital Management Llc
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Black Diamond Financial, LLC
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Barnes Pettey Financial Advisors, Llc
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Cynosure Management, Llc
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Bank of Marin
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Fagan Associates, Inc.
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Visualize Group LP
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
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Mpwm Advisory Solutions, Llc
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IronBridge Private Wealth, LLC
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R. W. Roge & Company, Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Cordant, Inc.
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Higgins & Schmidt Wealth Strategies LLC
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Auour Investments LLC
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Yost Capital Management, L.L.C.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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Commons Capital, Llc
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Planned Solutions, Inc.
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Waycross Investment Management Co
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Tyche Wealth Partners LLC
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Securian Asset Management, Inc
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First Commonwealth Financial Corp /pa/
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S.A. Mason LLC
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Avestar Capital, LLC
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Foster Dykema Cabot & Partners, Llc
|
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Banque de Luxembourg S.A.
|
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Intellus Advisors LLC
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Hiddenite Capital Partners LP
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Retireful, LLC
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Retirement Planning Group
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Francis Financial, Inc.
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D.a. Davidson & Co.
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Barr E S & Co
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Charter Trust Co
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G&S Capital LLC
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Retirement Planning Co of New England, Inc.
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Financial Advisory Service, Inc.
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Fielder Capital Group LLC
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Formidable Asset Management, LLC
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Avid Wealth Partners LLC
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Hilltop Holdings Inc.
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Requisite Capital Management, LLC
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EBI - RBB Fund Trust - Longview Advantage ETF
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Gamco Investors, Inc. Et Al
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Guidance Capital, Inc
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Planning Center, Inc.
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Trinity Legacy Partners, LLC
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Calamos Advisors LLC
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Alaethes Wealth LLC
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Strong Tower Advisory Services
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B & T Capital Management DBA Alpha Capital Management
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Avidian Wealth Solutions, LLC
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Ameliora Wealth Management Ltd.
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Blueprint Investment Partners LLC
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MontVue Capital Management, Inc.
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Cypress Wealth Services, LLC
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Truist Financial Corp
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Valley National Advisers Inc
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BOS Asset Management, LLC
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Passive Capital Management, LLC.
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Tamar Securities, LLC
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Sanders Capital, LLC
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|
First Citizens Financial Corp
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Impact Partnership Wealth, LLC
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|
Fortress Private Ledger, Llc
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Fermata Advisors, LLC
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TIG Advisors, LLC
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Oxbow Advisors, LLC
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Herold Advisors, Inc.
|
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|
Abundance Wealth Counselors
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Yardley Wealth Management LLC
|
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Guild Investment Management, Inc.
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Verger Capital Management LLC
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Ellis Investment Partners, LLC
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|
RDA Financial Network
|
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|
Floyd Financial Group Llc
|
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|
WASHINGTON TRUST Co
|
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|
Orgel Wealth Management, LLC
|
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|
Accelerate Investment Advisors LLC
|
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|
Wolverine Trading, Llc
|
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|
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A
|
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|
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|
Safe Harbor Fiduciary, LLC
|
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|
Silicon Valley Capital Partners
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|
Shepherd Kaplan Krochuk, Llc
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First Citizens Bank & Trust Co
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CAPROCK Group, Inc.
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Exeter Financial, LLC
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First Business Financial Services, Inc.
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Manning & Napier Advisors Llc
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Lantz Financial LLC
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Arbor Wealth Advisors LLC
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Raleigh Capital Management Inc.
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|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
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|
Creekmur Asset Management LLC
|
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|
Moody Lynn & Lieberson, Llc
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Fortitude Advisory Group L.L.C.
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Daner Wealth Management, LLC
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Delta Financial Group, Inc.
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Harris Associates L P
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Capital Investment Advisors, LLC
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|
THIR - THOR Financial Technologies Trust - THOR Index Rotation ETF
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
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|
|
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|
Capula Management Ltd
|
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|
First Interstate Bank
|
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|
Integrated Investment Consultants, LLC
|
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Pineridge Advisors LLC
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|
Private Management Group Inc
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Matauro, Llc
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Biltmore Wealth Management, LLC
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|
Arvest Investments, Inc.
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|
Ieq Capital, Llc
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
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|
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|
Rockland Trust Co
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|
REAP Financial Group, LLC
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LaSalle St. Investment Advisors, LLC
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Leith Wheeler Investment Counsel Ltd.
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Hurlow Wealth Management Group, Inc.
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North Capital, Inc.
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Mutual Advisors, LLC
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Prepared Retirement Institute LLC
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Willis Johnson & Associates, Inc.
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|
Farmers & Merchants Investments Inc
|
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|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
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|
|
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|
Strategic Financial Services, Inc,
|
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|
Wick Capital Partners, LLC
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|
Fortem Financial Group, Llc
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|
High Falls Advisors, Inc
|
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|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
|
|
|
HF - Tidal Trust II - DGA Absolute Return ETF
|
|
|
|
|
|
Orca Investment Management, LLC
|
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|
|
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|
JBR Co Financial Management Inc
|
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|
|
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|
Acute Investment Advisory, Llc
|
|
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|
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|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
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|
Mezzasalma Advisors, LLC
|
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|
|
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|
CMT Capital Markets Trading GmbH
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|
Cannon Global Investment Management, LLC
|
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|
ShankerValleau Wealth Advisors, Inc.
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|
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|
Sara-Bay Financial
|
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|
|
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|
Bridgewater Associates, LP
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Marcum Wealth, LLC
|
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|
Harbor Asset Planning, Inc.
|
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HAP Trading, LLC
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Plancorp, LLC
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Northside Capital Management, LLC
|
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|
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|
Shufro Rose & Co Llc
|
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|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
|
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|
Portland Global Advisors LLC
|
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|
Stockman Wealth Management, Inc.
|
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|
Partners Wealth Management, Llc
|
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|
Fischer Investment Strategies, Llc
|
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|
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|
First Trust Advisors Lp
|
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|
Q3 Asset Management
|
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|
BlackDiamond Wealth Management Inc.
|
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|
TBH Global Asset Management, LLC
|
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|
Total Investment Management Inc
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|
Toroso Investments, LLC
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|
First Bancorp, Inc /ME/
|
|
|
|
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|
Urban Financial Advisory Corp
|
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|
Johnson Investment Counsel Inc
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|
NFP Retirement, Inc.
|
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|
Aberdeen Wealth Management LLC
|
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|
Global Financial Private Client, LLC
|
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|
Onyx Bridge Wealth Group LLC
|
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|
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|
Oribel Capital Management, LP
|
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|
|
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|
Reynders McVeigh Capital Management, LLC
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RKL Wealth Management LLC
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|
YHB Investment Advisors, Inc.
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|
Accordant Advisory Group Inc
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Aspen Investment Management Inc
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|
Keb Asset Management, Llc
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Winthrop Capital Management, LLC
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Roundview Capital LLC
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Oarsman Capital, Inc.
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Maripau Wealth Management Llc
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MBL Wealth, LLC
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|
Nilsine Partners, LLC
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Instrumental Wealth, Llc
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|
Stanley-Laman Group, Ltd.
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Comprehensive Financial Consultants Institutional, Inc.
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First International Bank of Israel Ltd.
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IFG Advisory, LLC
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|
Aft, Forsyth & Company, Inc.
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|
Colton Groome Financial Advisors, Llc
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|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
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|
|
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|
Cheviot Value Management, LLC
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|
Bnp Paribas
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|
Level Financial Advisors, Inc.
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Richmond Investment Services, LLC
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|
Steigerwald, Gordon & Koch Inc.
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Grove Bank & Trust
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|
American Asset Management Inc.
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|
KC Investment Advisors, LLC
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|
Northstar Asset Management Inc
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|
Helium Advisors LLC
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|
Silvercrest Asset Management Group Llc
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|
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|
Foster Victor Wealth Advisors, LLC
|
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|
|
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|
Schneider Downs Wealth Management Advisors, LP
|
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|
|
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|
Sabal Trust CO
|
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|
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|
Kmt Wealth Management, Llc
|
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|
HBW Advisory Services LLC
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|
WealthTrust Axiom LLC
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|
ShoreHaven Wealth Partners, LLC
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|
Sunpointe, LLC
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|
Jump Financial, LLC
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
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Sightline Wealth Advisors, LLC
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Consolidated Planning Corp
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Cross Staff Investments Inc
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CHURCHILL MANAGEMENT Corp
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Laffer Investments
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Bank Of Nova Scotia
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Connable Office Inc
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Aua Capital Management, Llc
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Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
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Forbes J M & Co Llp
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Ing Groep Nv
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Sequent Asset Management, LLC
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Lee Financial Co
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Ntv Asset Management Llc
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Alley Investment Management Company, LLC
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Sky-mountain Capital Management, Inc.
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Clearview Wealth Advisors LLC
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Olistico Wealth, LLC
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Insigneo Advisory Services, Llc
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McLean Asset Management Corp
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Relyea Zuckerberg Hanson LLC
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Blue Bell Private Wealth Management, Llc
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Root Financial Partners, LLC
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Fullerton Fund Management Co Ltd
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Cornell Pochily Investment Advisors, Inc.
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Midwest Professional Planners, LTD.
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Full Sail Capital, LLC
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Perfromance Wealth Partners, LLC
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Hoffman, Alan N Investment Management
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Penbrook Management LLC
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Millington Financial Advisors, LLC
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Whitebox Advisors Llc
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Candlestick Capital Management LP
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Connors Investor Services Inc
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Winebrenner Capital Management Llc
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Cox Capital Mgt LLC
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Three Bridge Wealth Advisors, LLC
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Family Wealth Group, LLC
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Creegan & Nassoura Financial Group, LLC
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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Intellectus Partners, LLC
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Gotham Asset Management, LLC
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Aspire Private Capital, LLC
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Old Mission Capital Llc
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Intergy Private Wealth, LLC
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Strategic Family Wealth Counselors, L.L.C.
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Krilogy Financial LLC
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White Pine Capital Llc
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Epacria Capital Partners, Llc
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Advisor OS, LLC
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Moller Financial Services
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Lincoln Capital LLC
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1620 Investment Advisors, Inc.
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Pathstone Holdings, LLC
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Quadcap Wealth Management, LLC
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Green Harvest Asset Management LLC
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Intact Investment Management Inc.
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Kirtland Hills Capital Management, Llc
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DiMeo Schneider & Associates, L.L.C.
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Security Financial Services, INC.
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Rathbone Brothers plc
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Peloton Wealth Strategists
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Drum Hill Capital, LLC
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Thompson Davis & Co., Inc.
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Whalerock Point Partners, Llc
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Parvin Asset Management, LLC
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Suncoast Equity Management
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Citizens National Bank Trust Department
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Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
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Citizens Financial Group Inc/ri
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Eagle Rock Investment Company, Llc
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Country Trust Bank
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Gladius Capital Management LP
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Alternative Investment Advisors, LLC.
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Stewardship Advisors, LLC
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Capital International Investors
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Madison Wealth Partners, Inc
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Humankind Investments LLC
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Beach Point Capital Management LP
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Murphy & Mullick Capital Management Corp
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Kelman-Lazarov, Inc.
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Archford Capital Strategies, LLC
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CastleKnight Management LP
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Fishman Jay A Ltd/mi
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Greenwood Gearhart Inc
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First National Trust Co
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Elite Wealth Management, Inc.
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Activest Wealth Management
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Wilkins Miller Wealth Management, LLC
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Integrity Wealth Solutions LLC
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First American Trust, Fsb
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JDM Financial Group LLC
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Prestige Wealth Management Group LLC
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Golden State Wealth Management, LLC
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Epiq Partners, Llc
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Nishkama Capital, LLC
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Hirtle Callaghan & Co LLC
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Mb, Levis & Associates, Llc
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Centric Wealth Management
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Isthmus Partners, Llc
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Golden State Equity Partners
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Leslie Global Wealth, LLC
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Glenmede Trust Co Na
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BostonPremier Wealth LLC
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Financial Counselors Inc
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Gladwyn Financial Advisors, Inc.
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Great Oak Capital Partners, Llc
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Nixon Peabody Trust Co
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Westwood Wealth Management
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Courage Miller Partners, LLC
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Trademark Financial Management, LLC
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Murchinson Ltd.
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Hughes Financial Services, LLC
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Marquette Asset Management, LLC
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TCG Advisory Services, LLC
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Security National Bank Of Sioux City Iowa /ia/
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Peak Financial Management, Inc.
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Ausdal Financial Partners, Inc.
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AlphaCore Capital LLC
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Elm3 Financial Group, LLC
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Atlas Private Wealth Advisors
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Ssa Swiss Advisors Ag
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Wells Fargo & Company/mn
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Euclidean Capital LLC
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Agate Pass Investment Management, LLC
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Mainstay Capital Management Llc /adv
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Nadler Financial Group, Inc.
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DSG Capital Advisors, LLC
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Rhumbline Advisers
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Ark & Tlk Investments, Llc
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Great Valley Advisor Group, Inc.
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Securian Funds Trust - SFT Dynamic Managed Volatility Fund
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Chesley Taft & Associates LLC
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Houlihan Financial Resource Group, Ltd.
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Israel Discount Bank of New York
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Sterneck Capital Management, LLC
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SMI Advisory Services, LLC
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Foster & Motley Inc
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Moors & Cabot, Inc.
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Forum Financial Management, LP
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Single Point Partners, LLC
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Woodline Partners LP
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Cornerstone Management, Inc.
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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Lakewood Asset Management LLC
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Wbi Investments, Inc.
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Roble, Belko & Company, Inc
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Integral Investment Advisors, Inc.
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Trillium Asset Management, Llc
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Carter Financial Group, INC.
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Landmark Wealth Management, LLC
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FineMark National Bank & Trust
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HORAN Wealth, LLC
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Atlas Brown,Inc.
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Garde Capital, Inc.
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Weybosset Research & Management Llc
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MSTB - ETF Series Solutions - LHA Market State Tactical Beta ETF
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West Wealth Group, LLC
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F/M Investments LLC
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Sequent Planning LLC
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Sora Investors Llc
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Parker Investment Management, LLC
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|
NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
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|
Surience Private Wealth Llc
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Clark Financial Services Group Inc /bd
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Beck Mack & Oliver Llc
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Gallacher Capital Management LLC
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SPC Financial, Inc.
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Hrt Financial Lp
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Windsor Capital Management, LLC
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Guggenheim Strategic Opportunities Fund
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Columbus Macro, LLC
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Mcdonald Partners Llc
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Innealta Capital, Llc
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Allegheny Financial Group LTD
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RIA Advisory Group LLC
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Syntegra Private Wealth Group, LLC
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Satovsky Asset Management Llc
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Peterson Wealth Advisors, LLC
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Warner Financial, Inc
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Icapital Wealth Llc
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Parker Financial LLC
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Csenge Advisory Group
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Sunbeam Capital Management, LLC
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RHTX - Starboard Investment Trust - RH Tactical Outlook ETF
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Bayview Asset Management, Llc
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CSM Advisors, LLC
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Pertento Partners LLP
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Symphony Financial, Ltd. Co.
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Advanced Asset Management Advisors Inc
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Skylands Capital, LLC
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Ellsworth Advisors, LLC
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Vision Financial Markets Llc
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Seascape Capital Management
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|
Shaker Investments Llc/oh
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Gries Financial Llc
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Jackson, Grant Investment Advisers, Inc.
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Noesis Capital Mangement Corp
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Proathlete Wealth Management Llc
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Capstone Financial Advisors, Inc.
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Pioneer Trust Bank N A/or
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Invesco, Llc
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Cornerstone Total Return Fund Inc
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Passaic Partners LLC
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|
Kidder Stephen W
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|
Bearing Point Capital, Llc
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Point72 Europe (London) LLP
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SOL Capital Management CO
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Bank & Trust Co
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Ci Investments Inc.
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|
United Bank
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|
Visionary Wealth Advisors
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|
KDK Private Wealth Management, LLC
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|
Evensky & Katz LLC
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|
Norris Perne & French Llp/mi
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|
PFG Private Wealth Management, LLC
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|
Cypress Capital Group
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|
Global Assets Advisory, LLC
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|
Twelve Points Wealth Management LLC
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Synergy Financial Management, LLC
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|
Juncture Wealth Strategies, Llc
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Stadion Money Management, LLC
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CIBC Private Wealth Group, LLC
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Waypoint Wealth Partners Inc.
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Cahaba Wealth Management, Inc.
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Bokf, Na
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Rezny Wealth Management, Inc.
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Peavine Capital, Llc
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Tradewinds Capital Management, LLC
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Kaleidoscope Capital Lp
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Astoria Strategic Wealth, Inc.
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|
Fairman Group, LLC
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Zhang Financial LLC
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|
Vienna Asset Management LLC
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|
LCM Capital Management Inc
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|
Kaizen Financial Strategies
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|
Dohj, Llc
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|
Morton Capital Management LLC/CA
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|
Cartenna Capital, LP
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Harbour Capital Advisors, LLC
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Bank OZK
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|
TradeWell Securities, LLC.
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|
Ckw Financial Group
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|
Armstrong Henry H Associates Inc
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|
Martin Capital Advisors, LLP
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|
Bourgeon Capital Management Llc
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|
WealthPLAN Partners, LLC
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Flagship Private Wealth, LLC
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|
Edgewood Management Llc
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|
Columbia Asset Management
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|
Wedbush Securities Inc
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|
Sarver Vrooman Wealth Advisors
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|
Weaver Capital Management LLC
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|
Ballew Advisors, Inc
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JT Stratford LLC
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Perennial Investment Advisors, LLC
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Arrowroot Family Office, LLC
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Laraway Financial Inc
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Colonial Trust Advisors
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Northeast Planning Associates, Inc. / Nh /
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Grant/GrossMendelsohn, LLC
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Catalyst Capital Advisors LLC
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|
Bulwark Capital Corp
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|
Toronto Dominion Bank
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Commonwealth Retirement Investments LLC
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Prosperity Consulting Group, LLC
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|
McHugh Group, LLC
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IFC Advisors LLC
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|
Goldstream Capital Management Ltd
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|
First American Bank
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Landaas & Co /wi /adv
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Americana Partners, LLC
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Planning Directions Inc
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Academy Capital Management Inc/tx
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Michels Family Financial, LLC
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Checchi Capital Advisers, LLC
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Erste Asset Management GmbH
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Giverny Capital Inc.
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|
Investment Counsel Co Of Nevada
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|
Bonfire Financial
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|
Texas Capital Bancshares Inc/tx
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|
Crestwood Advisors Group LLC
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City State Bank
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Delta Investment Management, LLC
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Evolution Advisers, Inc.
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FourThought Financial Partners, LLC
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Sterling Group Wealth Management, LLC
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Windsor Advisory Group, LLC
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Conrad Siegel Investment Advisors, Inc.
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Avantax Planning Partners, Inc.
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Boyd Watterson Asset Management Llc/oh
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Goodman Financial Corp
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Scarborough Advisors, LLC
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Eastover Investment Advisors LLC
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Leisure Capital Management
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Wealthquest Corp
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|
James J. Burns & Company, LLC
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|
Banque Transatlantique SA
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|
Straight Path Wealth Management
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|
Lmcg Investments, Llc
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|
Focused Wealth Management, Inc
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|
Shulman DeMeo Asset Management LLC
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IMG Wealth Management, Inc.
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Maplelane Capital, Llc
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SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
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Heritage Wealth Partners, LLC
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Welch Group, LLC
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Fiduciary Group LLC
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Financial & Tax Architects, LLC
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Balance Wealth, LLC
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Waterford Advisors, LLC
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Garrison Point Advisors, Llc
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Topel & Distasi Wealth Management, LLC
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UMA Financial Services, Inc.
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Atlas Wealth Partners, LLC
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Aristotle Capital Management, LLC
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Uhlmann Price Securities, Llc
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Guggenheim Capital Llc
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Golden Reserve Retirement LLC
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Royal Capital Wealth Management, LLC
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WNY Asset Management, LLC
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KilterHowling LLC
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Cim, Llc
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All Terrain Financial Advisors, LLC
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Evercore Wealth Management, LLC
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Palouse Capital Management, Inc.
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Triune Financial Partners, LLC
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Up Strategic Wealth Investment Advisors Llc
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USAdvisors Wealth Management, LLC
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Dark Forest Capital Management Lp
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Moore Capital Management, Lp
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Marvin & Palmer Associates Inc
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Global Trust Asset Management, LLC
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Petix & Botte Co
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Ccg Wealth Management, Llc
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Performa Ltd (US), LLC
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Koa Wealth Management, LLC
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Md Sass Investors Services Inc
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Indie Asset Partners, LLC
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Total Clarity Wealth Management, Inc.
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RW Investment Management LLC
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Brevan Howard Capital Management LP
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Silvia Mccoll Wealth Management, Llc
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Members Wealth Llc
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DecisionPoint Financial, LLC
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InTrack Investment Management Inc
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RWM Asset Management, LLC
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Pettinga Financial Advisors, LLC
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Sl Advisors, Llc
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Paulson Wealth Management Inc.
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Beaconlight Capital, Llc
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Cubist Systematic Strategies, LLC
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Significant Wealth Partners LLC
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Cantor Fitzgerald, L. P.
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BigSur Wealth Management LLC
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Baron Silver Stevens Financial Advisors, Llc
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Summa Corp.
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Acorn Wealth Advisors, LLC
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CORDA Investment Management, LLC.
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Magnolia Capital Management Ltd
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Convergence Financial, LLC
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
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Dana Investment Advisors, Inc.
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Hohimer Wealth Management, Llc
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Evolution Wealth Management Inc.
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Citadel Advisors Llc
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Naviter Wealth, LLC
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Azimuth Capital Investment Management LLC
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Marathon Capital Management
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Van Cleef Asset Management,Inc
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Peoples Bank/KS
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Hancock Whitney Corp
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Williams & Novak, LLC
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Perennial Advisors, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Ethic Inc.
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Your Advocates Ltd., LLP
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Carrera Capital Advisors
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SNAV - Collaborative Investment Series Trust - Mohr Sector Navigator ETF
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Proffitt & Goodson Inc
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Marathon Trading Investment Management LLC
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Financial Services Advisory Inc
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Parcion Private Wealth LLC
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Citizens Business Bank
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Regimen Wealth, Llc
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Chicago Capital, LLC
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Holderness Investments Co
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Tiaa Trust, National Association
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Cornerstone Wealth Management, LLC
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SimpliFi, Inc.
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Taconic Capital Advisors LP
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Opus Capital Group, LLC
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Chilton Capital Management Llc
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Frazier Financial Advisors, LLC
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Miller Wealth Advisors, Llc
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Chancellor Financial Group WB LP
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Alexander Randolph Advisory Inc
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Wbh Advisory Inc
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FNY Investment Advisers, LLC
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Davis R M Inc
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21 West Wealth Management LLC
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Waratah Capital Advisors Ltd.
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Wiser Wealth Management, Inc
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Jupiter Wealth Management LLC
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
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Endeavor Private Wealth, Inc.
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Mandatum Life Insurance Co Ltd
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Fiduciary Alliance LLC
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Glassman Wealth Services
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Creekside Partners
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Tompkins Financial Corp
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Quadrant Capital Group Llc
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Powers Advisory Group, LLC
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Wrenne Financial Planning LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Iridian Asset Management Llc/ct
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Spinnaker Trust
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GTSOX - GLENMEDE FUND INC - Secured Options Portfolio - Advisor Shares
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Us Bancorp \de\
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Vivaldi Capital Management, LLC
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WealthBridge Investment Counsel Inc.
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Community Bank, N.A.
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Wealth Management Partners, LLC
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BKD Wealth Advisors, LLC
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Ellenbecker Investment Group
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Schnieders Capital Management Llc
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FourWorld Capital Management LLC
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Archetype Wealth Partners
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SLT Holdings LLC
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Capital Analysts, Inc.
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Cascade Investment Advisors, Inc.
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Paradigm, Strategies in Wealth Management, LLC
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Amarillo National Bank
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Fortitude Family Office, LLC
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Optiver Holding B.V.
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Metlife Inc
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Axis Wealth Partners, LLC
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Sierra Capital LLC
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Suvretta Capital Management, Llc
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Stokes Family Office, LLC
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Clay Northam Wealth Management, LLC
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Skyline Advisors, Inc.
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Post Resch Tallon Group Inc.
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Hudson Portfolio Management LLC
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Harfst & Associates, Inc.
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Caerus Investment Advisors, LLC
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Susquehanna International Group, Llp
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Wsfs Capital Management, Llc
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BLB&B Advisors, LLC
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Westshore Wealth, LLC
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Prosperity Planning, Inc.
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Tower View Investment Management & Research LLC
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Varma Mutual Pension Insurance Co
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First Financial Corp /in/
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Sofos Investments, Inc.
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Trust Co Of Toledo Na /oh/
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Savoie Capital LLC
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Boston Common Asset Management, LLC
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Baker Boyer National Bank
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LifeGoal Wealth Advisors
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Randolph Co Inc
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Northern Trust Corp
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Oppenheimer & Co Inc
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Westbourne Investments, Inc.
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Socha Financial Group, LLC
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IMS Capital Management
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Blair William & Co/il
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Sutton Place Investors Llc
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Premier Path Wealth Partners, LLC
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RedJay Asset Management Inc.
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Everpar Advisors Llc
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VSM Wealth Advisory, LLC
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TPG Financial Advisors, LLC
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Sycale Advisors (NY) LLC
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Limestone Investment Advisors LP
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Quarry LP
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Capital Asset Advisory Services LLC
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Evergreen Advisors, LLC
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Monument Group Wealth Advisors, LLC
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Renasant Bank
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Measured Wealth Private Client Group, LLC
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One Charles Private Wealth Services, LLC
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Parkshore Wealth Management, Inc.
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Parallax Volatility Advisers, L.P.
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Sculati Wealth Management, LLC
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Pine Haven Investment Counsel, Inc
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Coco Enterprises, LLC
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Davies Financial Advisors, Inc.
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4Thought Financial Group Inc.
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McDonough Capital Management, Inc
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Schusterman Interests, LLC
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Aspen Capital Management, LLC
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Greenhouse Wealth Management, LLC
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Delta Asset Management Llc/tn
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Stanich Group LLC
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Edgemoor Investment Advisors, Inc.
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17 Capital Partners, Llc
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D L Carlson Investment Group Inc
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Stephen J. Garry & Associates, Llc
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Arrowpoint Investment Partners (Singapore) Pte. Ltd.
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Beaird Harris Wealth Management, LLC
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Flaharty Asset Management, LLC
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PFG Investments, LLC
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RiverTree Advisors, LLC
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Perritt Capital Management Inc
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Lgl Partners, Llc
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Tcfg Wealth Management, Llc
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Breakwater Investment Management
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M & L Capital Management Ltd
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Great West Life Assurance Co /can/
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Prevail Innovative Wealth Advisors, Llc
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ADAR1 Capital Management, LLC
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Afg Fiduciary Services Limited Partnership
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Painted Porch Advisors LLC
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Edgar Lomax Co/va
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
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|
Hengehold Capital Management Llc
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Westend Capital Management LLC
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Absolute Capital Management, LLC
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RAM Investment Partners, LLC
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Alliance Wealth Advisors, LLC /UT
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Rossby Financial, LCC
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Twin Focus Capital Partners, Llc
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Prosperity Wealth Management, Inc.
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Prasad Wealth Partners, LLC
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Summit Wealth Partners, LLC
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Benson Investment Management Company, Inc.
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Insight Advisors, LLC/ PA
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Mbb Public Markets I Llc
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Adell Harriman & Carpenter Inc
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High Note Wealth, LLC
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Advisory Research Inc
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Jackson Wealth Management, LLC
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Colony Family Offices, LLC
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WESPAC Advisors, LLC
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McNaughton Wealth Management, LLC
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Alpha Cubed Investments, LLC
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AlphaStar Capital Management, LLC
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Nordwand Advisors, LLC
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Warburton Capital Management, LLC
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Baugh & Associates, LLC
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1 North Wealth Services Llc
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Uncommon Cents Investing LLC
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Metis Global Partners, LLC
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Allworth Financial LP
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Transform Wealth, LLC
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Cerro Pacific Wealth Advisors LLC
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Sterling Financial Group, Inc.
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Cruiser Capital Advisors, Llc
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5T Wealth, LLC
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Tufton Capital Management
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PKS Advisory Services, LLC
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Harvest Investment Services, LLC
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Moody National Bank Trust Division
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Certified Advisory Corp
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Williams Jones Wealth Management, LLC.
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Thoroughbred Financial Services, Llc
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Signature Estate & Investment Advisors Llc
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Glen Eagle Advisors, LLC
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Gratus Wealth Advisors, LLC
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Greenfield Savings Bank
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Cibc World Markets Corp
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Ethos Financial Group, LLC
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SilverOak Wealth Management LLC
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Css Llc/il
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Joule Financial, LLC
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KPP Advisory Services LLC
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Fca Corp /tx
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Paces Ferry Wealth Advisors, Llc
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Lbmc Investment Advisors, Llc
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Fortis Capital Advisors, LLC
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Ameritas Advisory Services, LLC
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CIBC World Markets Inc.
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Bordeaux Wealth Advisors LLC
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J. L. Bainbridge & Co., Inc.
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Pines Wealth Management, LLC
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Nova R Wealth, Inc.
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Sage Financial Group Inc
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West Chester Capital Advisors, Inc
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Capital Advisory Group Advisory Services, LLC
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Money Concepts Capital Corp
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CWS Financial Advisors, LLC
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Hyperion Capital Advisors LP
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GSB Wealth Management, LLC
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Centiva Capital, LP
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Sykon Capital Llc
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Valmark Advisers, Inc.
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Smart Money Group LLC
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Auxano Advisors, LLC
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Roberts Glore & Co Inc /il/
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Lake Street Financial Llc
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Vicus Capital
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|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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|
Operose Advisors LLC
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Eukles Asset Management
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Fort Washington Investment Advisors Inc /oh/
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TL Private Wealth
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|
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares
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|
Whittier Trust Co Of Nevada Inc
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Banco Santander, S.A.
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|
tru Independence LLC
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Lonestar Capital Management LLC
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BKM Wealth Management, LLC
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Sound View Wealth Advisors Group, LLC
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Encompass More Asset Management
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Burke & Herbert Bank & Trust Co
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Finer Wealth Management, Inc.
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Affinity Investment Advisors, Llc
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Northeast Financial Group, Inc.
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Fulcrum Equity Management
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Primoris Wealth Advisors, Llc
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Wealth Management Strategies, Inc.
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Itau Unibanco Holding S.A.
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Sterling Capital Management LLC
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Burns Matteson Capital Management, LLC
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Welch & Forbes Llc
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Twin Peaks Wealth Advisors, LLC
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Delta Capital Management Llc
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Exchange Capital Management, Inc.
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Strategic Financial Concepts, LLC
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Strategy Asset Managers Llc
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Leigh Baldwin & Co., Llc
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Wesbanco Bank Inc
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Journey Beyond Wealth, LLC
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Retirement Income Solutions, Inc
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Gts Securities Llc
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Yelin Lapidot Holdings Management Ltd.
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Meridian Financial, LLC
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Smith, Moore & Co.
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Signature Securities Group Corporation
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Birchcreek Wealth Management, LLC
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Nicholas Hoffman & Company, LLC.
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Comprehensive Money Management Services LLC
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Mascagni Wealth Management, Inc.
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Strategic Wealth Partners, Ltd.
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WealthTrak Capital Management LLC
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Evergreen Private Wealth LLC
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Well Done, LLC
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Friedenthal Financial
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10Elms LLP
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Congress Park Capital LLC
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Calton & Associates, Inc.
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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China Universal Asset Management Co., Ltd.
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Abacus Wealth Partners, LLC
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Pacific Center for Financial Services
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Benchmark Financial Wealth Advisors, LLC
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Cerity Partners LLC
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Adaptive Financial Consulting, LLC
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Wealthspire Advisors, LLC
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PCG Wealth Advisors, LLC
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Lebenthal Global Advisors, LLC
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Copperwynd Financial, LLC
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Ullmann Financial Group, Inc.
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Denver Wealth Management, Inc.
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Ramsey Quantitative Systems
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Tandem Financial, LLC
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Atalanta Sosnoff Capital, Llc
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GW&K Investment Management, LLC
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Mark Sheptoff Financial Planning, Llc
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Whitener Capital Management, Inc.
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Prescott Group Capital Management, L.l.c.
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Moran Wealth Management, LLC
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Asio Capital, LLC
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Albion Financial Group /ut
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Firestone Capital Management
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Blue Investment Partners LLC
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M1 Capital Management LLC
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Lawson Kroeker Investment Management Inc/ne
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Weatherly Asset Management L. P.
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HWG Holdings LP
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Spectrum Planning & Advisory Services Inc.
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Orion Capital Management LLC
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SlateStone Wealth, LLC
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Anfield Capital Management, LLC
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Stableford Capital Ii Llc
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IMC-Chicago, LLC
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Traynor Capital Management, Inc.
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Acadian Asset Management Llc
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Nisa Investment Advisors, Llc
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Wisconsin Wealth Advisors, LLC
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Voya Investment Management Llc
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Lanham O'Dell & Company, Inc.
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Wealth Effects Llc
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AlpenGlobal Capital LLC
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Fingerlakes Wealth Management, Inc.
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Perkins Coie Trust Co
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Access Investment Management LLC
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First Bank & Trust
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Texas Capital Bank Wealth Management Services Inc
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Nwam Llc
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Castle Wealth Management Llc
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APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
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Schrum Private Wealth Management LLC
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Upper Left Wealth Management, LLC
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Financial Engines Advisors L.L.C.
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Choate Investment Advisors
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Main Street Financial Solutions, LLC
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Breakwater Capital Group
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Financial Advocates Investment Management
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Salvus Wealth Management, LLC
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Gilliland Jeter Wealth Management LLC
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Narus Financial Partners, LLC
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Greykasell Wealth Strategies, Inc.
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Facet Wealth, Inc.
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John W. Brooker & Co., CPAs
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Walker Financial Services, Inc.
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Pictet North America Advisors SA
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Meyer Handelman Co
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Simplex Trading, Llc
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Miramar Capital, LLC
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Mirabaud & Cie SA
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Gr Financial Group, Llc
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IFP Advisors, Inc
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Bridgewealth Advisory Group, LLC
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Sovereign Financial Group, Inc.
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Oppenheimer Asset Management Inc.
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Falcon Wealth Planning
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Tillman Hartley LLC
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Luken Investment Analytics, LLC
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Aaron Wealth Advisors LLC
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Graham Capital Management, L.P.
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Atticus Wealth Management, Llc
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Akuna Securities Llc
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Advent Capital Management /de/
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PAX Financial Group, LLC
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Bangor Savings Bank
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Seacrest Wealth Management, Llc
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Tradition Wealth Management, LLC
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Capital Advisors, Ltd. LLC
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Fulton Bank, N.a.
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Hara Capital LLC
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Montis Financial, LLC
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SCS Capital Management LLC
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Team Financial Group, LLC
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Cape Ann Savings Bank
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Roffman Miller Associates Inc /pa/
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Tsfg, Llc
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AYAL Capital Advisors Ltd
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Schulz Wealth, LTD.
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Lynch & Associates/in
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Optivise Advisory Services LLC
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ProVise Management Group, LLC
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Rothschild Capital Partners, LLC
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Kiker Wealth Management, LLC
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Tudor Investment Corp Et Al
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Cladis Investment Advisory, LLC
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Capasso Planning Partners LLC
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CVS HEALTH Corp
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Sava Infond d.o.o.
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Dumont & Blake Investment Advisors Llc
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Legacy Advisors, LLC
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Means Investment Co., Inc.
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True Link Financial Advisors, LLC
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Allegiance Financial Group Advisory Services LLC
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Bragg Financial Advisors, Inc
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Avondale Wealth Management
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Lutz Financial Services LLC
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Conservest Capital Advisors, Inc.
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Amussen Hunsaker Associates Llc
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Allen Mooney & Barnes Investment Advisors LLC
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Fedenia Advisers LLC
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Pine Harbor Wealth Management, LLC
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Eldridge Investment Advisors, Inc.
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Gen-Wealth Partners Inc
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DeDora Capital, Inc.
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EWG Elevate Inc.
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City Holding Co
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Phraction Management LLC
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Park Avenue Securities Llc
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ENGAX - World Funds Trust - CBOE Vest S&P 500 Enhanced Growth Strategy Fund Class A Shares
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Stephenson & Company, Inc.
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Strategic Planning Group, Llc
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Assetmark, Inc
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Anson Capital, Inc.
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Paul Damon & Associates, Inc.
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Hemington Wealth Management
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Mustico Financial Group, Inc.
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CI Private Wealth, LLC
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Silver Oak Advisory Group, Inc.
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|
OMERS ADMINISTRATION Corp
|
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Elliott Investment Management L.P.
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|
Essex Savings Bank
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Nicolet Advisory Services, Llc
|
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|
Pecaut & Co.
|
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|
Abel Hall, LLC
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|
Hill Island Financial Llc
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Sage Mountain Advisors LLC
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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|
Eagle Capital Management, LLC
|
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|
Beacon Financial Group
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|
Strid Group, LLC
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|
Colonial Trust Co / SC
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Central Asset Investments & Management Holdings (HK) Ltd
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|
Ardsley Advisory Partners Lp
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|
Guardian Wealth Advisors, LLC
|
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SJA Financial Advisory, LLC
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Concentric Capital Strategies, LP
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Bridgewater Advisors Inc.
|
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Fiera Capital Corp
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|
Security National Bank
|
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Violich Capital Management, Inc.
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|
Peterson Wealth Management
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Annandale Capital, LLC
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|
Brookmont Capital Management
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MorganRosel Wealth Management, LLC
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MidWestOne Financial Group, Inc.
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Integrity Investment Advisors, LLC
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Savvy Advisors, Inc.
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Oak Harvest Investment Services
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Marks Group Wealth Management, Inc
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|
Lane & Associates LLC
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Stephens Consulting, LLC
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|
StoneX Group Inc.
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Legacy Financial Strategies, LLC
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Roanoke Asset Management Corp/ Ny
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Forefront Analytics, LLC
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Great Lakes Retirement, Inc.
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Enzi Wealth
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|
O'ROURKE & COMPANY, Inc
|
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|
Appleton Partners Inc/ma
|
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|
HEGD - Listed Funds Trust - Swan Hedged Equity US Large Cap ETF
|
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|
|
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|
Lionshead Wealth Management, LLC
|
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|
Bull Oak Capital, LLC
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|
Kfg Wealth Management, Llc
|
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|
III Capital Management
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|
Exchange Traded Concepts, Llc
|
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|
Sachetta, LLC
|
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|
Fulton Breakefield Broenniman Llc
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Scratch Capital Llc
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|
Halter Ferguson Financial Inc.
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
Cascade Investment Group, Inc.
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|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
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|
World Equity Group, Inc.
|
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|
Davidson Trust Co
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|
Donaldson Capital Management, Llc
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|
Beta Wealth Group, Inc.
|
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|
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|
Principal Financial Group Inc
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|
Shaker Financial Services, LLC
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|
Pictet & Cie (Europe) SA
|
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|
Central Pacific Bank - Trust Division
|
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|
Infinity Wealth Counsel, LLC
|
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|
|
|
Luminvest Wealth Management LLC
|
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|
|
|
|
EMC Capital Management
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|
Sapient Capital Llc
|
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|
BHK Investment Advisors, LLC
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Cornerstone Planning Group LLC
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|
Pure Financial Advisors, Inc.
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|
Td Private Client Wealth Llc
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Heritage Financial Services, LLC
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|
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|
North Berkeley Wealth Management, LLC
|
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|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
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|
Wealth Architects, LLC
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Garden State Investment Advisory Services LLC
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Kimelman & Baird, LLC
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BTC Capital Management, Inc.
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|
Harwood Advisory Group, LLC
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|
Avion Wealth
|
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|
Thomas Story & Son Llc
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Aquire Wealth Advisors, LLC
|
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|
|
|
Accredited Investors Inc.
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|
Integrity Financial Corp /WA
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|
Taddei, Ludwig & Associates, Inc.
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|
Bleichroeder LP
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|
Mechanics Financial Corp
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|
Banco BTG Pactual S.A.
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|
Citigroup Inc
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|
Alpha DNA Investment Management LLC
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|
Traphagen Investment Advisors Llc
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|
Ignite Planners, LLC
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|
Hobbs Group Advisors, LLC
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Freestate Advisors LLC
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Godshalk Welsh Capital Management, Inc.
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Ascent Group, LLC
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Erickson Financial Group, LLC
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|
Kozak & Associates, Inc.
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Claris Advisors, Llc / Mo /
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Affinity Capital Advisors, LLC
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Ring Mountain Capital, LLC
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Financial Security Advisor, Inc.
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Pacific Wealth Strategies Group, Inc.
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|
Brick & Kyle, Associates
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|
VanderPol Investments L.L.C.
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|
YANKCOM Partnership
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|
Patriot Financial Group Insurance Agency, LLC
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|
Theory Financial Llc
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|
Code Waechter LLC
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|
Hutchinson Capital Management/ca
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|
J.P. Marvel Investment Advisors, LLC
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|
BluePath Capital Management, LLC
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|
Level Wealth Management LLC
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|
Advisory Resource Group
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|
Lpwm Llc
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|
Zrc Wealth Management, Llc
|
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|
Cascade Financial Partners, LLC
|
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|
Greenland Capital Management LP
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|
Mercuria Capital Strategies, LLC
|
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|
Purkiss Capital Advisors LLC
|
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|
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|
Toth Financial Advisory Corp
|
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|
Guardian Asset Advisors, LLC
|
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Taiyo Life Insurance Co
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Gemmer Asset Management LLC
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Hantz Financial Services, Inc.
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Bank Hapoalim Bm
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Clifford Group, LLC
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Wambolt & Associates, LLC
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VeraBank, N.A.
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ONE Advisory Partners, LLC
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Tandem Wealth Advisors LLC
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Retirement Solution Inc.
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Great Diamond Partners, LLC
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Innovative Wealth Building LLC
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CPR Investments Inc.
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Luminist Capital LLC
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Eagle Capital Management Llc
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Excalibur Management Corp
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Fiduciary Trust Co
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Jpmorgan Chase & Co
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Raymond James Financial Inc
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Austin Asset Management Co Inc
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Mattern Wealth Management LLC
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Atwood & Palmer Inc
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Madden Advisory Services, Inc.
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Plotkin Financial Advisors, LLC
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Chemung Canal Trust Co
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Sawgrass Asset Management Llc
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Lockheed Martin Investment Management Co
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Ryan Investment Management, Inc.
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Sonora Investment Management Group, LLC
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Liberty Capital Management, Inc.
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Elyxium Wealth, LLC
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Chapman Financial Group, Llc
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Cypress Capital, LLC
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Dentgroup LLC
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Plante Moran Financial Advisors, LLC
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Corundum Group, Inc.
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Beacon Investment Advisory Services, Inc.
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Apeiron RIA LLC
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Financial Life Advisors
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Fiduciary Planning LLC
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Bay Rivers Group
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RK Capital Management, LLC/FL
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Ironclad Investments LLC
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Jacksonville Wealth Management, LLC
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Syntax Research, Inc.
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Pittenger & Anderson Inc
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FF Advisors,LLC
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Fiduciary Wealth Partners, LLC
|
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Yacktman Asset Management Lp
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Clear Creek Financial Management, LLC
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Boston Family Office Llc
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Family Management Corp
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Stark Wealth Management LLC
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Sax Wealth Advisors, Llc
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Weitzel Financial Services, Inc.
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Concord Asset Management, LLC/VA
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Southern Farm Bureau Life Insurance
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Global Wealth Management Investment Advisory, Inc.
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Gimbal Financial
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Ackerman Asset Management, LLC
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Qalhat Capital Ltd
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Tme Financial, Inc.
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SoftVest Advisors, LLC
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Fiduciary Advisors, Inc.
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Quad-Cities Investment Group, LLC
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Nuveen, LLC
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Howard Capital Management Group, LLC
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Pinnacle Associates Ltd
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Horizon Investment Services, LLC
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Regent Peak Wealth Advisors LLC
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MetLife Investment Management, LLC
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HF Advisory Group, LLC
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Kathmere Capital Management, LLC
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CIBC Asset Management Inc
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Element Pointe Advisors, Llc
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Private Wealth Partners, LLC
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Consultiva Wealth Management, Corp.
|
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
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|
Seven Post Investment Office LP
|
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|
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Gentry Private Wealth, Llc
|
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Anb Bank
|
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Teamwork Financial Advisors, LLC
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Wellspring Financial Advisors, LLC
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Patten Group, Inc.
|
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Lakeridge Wealth Management LLC
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Sowell Financial Services LLC
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Newman Dignan & Sheerar, Inc.
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Milestones Private Investment Advisors LLC
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Beaton Management Co. Inc.
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Banque Pictet & Cie Sa
|
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Quartz Partners, LLC
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Doliver Advisors, Lp
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Etesian Wealth Advisors, Inc.
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Objective Capital Management, LLC
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Quotient Wealth Partners, LLC
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|
Guyasuta Investment Advisors Inc
|
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|
|
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Fisher Asset Management, LLC
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Rockingstone Advisors LLC
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Vance Wealth, Inc.
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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Howard Hughes Medical Institute
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Millennium Management Llc
|
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Whitcomb & Hess, Inc.
|
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Wealthgarden F.s. Llc
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Bright Futures Wealth Management, LLC.
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TCI Wealth Advisors, Inc.
|
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OneAscent Wealth Management LLC
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Allspring Global Investments Holdings, LLC
|
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|
|
|
|
San Luis Wealth Advisors LLC
|
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|
|
|
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Aristeia Capital Llc
|
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Quattro Financial Advisors Llc
|
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Hartford Financial Management Inc.
|
|
|
|
|
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Dynamic Wealth Strategies, LLC
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Ted Buchan & Co
|
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E Fund Management Co., Ltd.
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Hilltop Partners LLC
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Compass Financial Group, Inc.
|
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|
|
|
|
One Wealth Advisors, LLC
|
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|
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Creative Financial Designs Inc /adv
|
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|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
New York Life Insurance Co
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Anchor Capital Management Group Inc
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
40 North Management LLC
|
|
|
|
|
|
Berger Financial Group, Inc
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|
Balyasny Asset Management Llc
|
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|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
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Arete Wealth Advisors, LLC
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Private Wealth Asset Management, LLC
|
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Probity Advisors, Inc.
|
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|
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|
Kera Capital Partners, Inc.
|
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Hunter Perkins Capital Management, LLC
|
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|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
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|
|
|
|
Founders Financial Securities Llc
|
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|
Crowley Wealth Management, Inc.
|
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|
|
|
|
Torno Capital, Llc
|
|
|
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Seelaus Asset Management LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
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|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Marcho Partners LLP
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
Blankinship & Foster, LLC
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|
Ti-trust, Inc
|
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|
Cape Investment Advisory, Inc.
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Atlas Capital Advisors Llc
|
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Asset Management One Co., Ltd.
|
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|
|
|
Cetera Investment Advisers
|
|
|
|
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|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
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|
Regatta Capital Group, Llc
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Sterling Manor Financial, LLC
|
|
|
|
|
|
Cooper Capital Advisors LLC
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
GeoSphere Capital Management
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
FTGOX - Ultimus Managers Trust - Westwood Broadmark Tactical Growth Fund C Class Shares
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Charter Oak Advisors LP
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
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|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
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|
Vaughan David Investments Inc/il
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|
Wingate Wealth Advisors, Inc.
|
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|
|
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|
Worldquant Millennium Advisors Llc
|
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|
Tran Capital Management, L.p.
|
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|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
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|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
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|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
BUIGX - World Funds Trust - CBOE Vest S&P 500 Buffer Strategy Fund Institutional Class Shares
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
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|
M Holdings Securities, Inc.
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Kaye Capital Management
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|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
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|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
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|
|
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|
Fairway Wealth LLC
|
|
|
|
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|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
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|
Philosophy Capital Management LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Davidson Investment Advisors
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|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
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|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
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|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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Aspiriant, Llc
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Orin Green Financial, LLC
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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Beech Hill Advisors, Inc.
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O'shaughnessy Asset Management, Llc
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Walled Lake Planning & Wealth Management, Llc
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Partners Capital Investment Group, Llp
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First Pacific Financial
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Wells Financial Advisors INC
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Investment House Llc
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Nbw Capital Llc
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Oakmont Corp
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Solstein Capital, LLC
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Trustees of Dartmouth College
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Dividend Asset Capital, Llc
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Evergreen Capital Management Llc
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Compass Capital Management, Inc
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Disciplined Investors, L.L.C.
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Hillman Co
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Essential Planning, LLC.
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Total Wealth Planning, Llc
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Professional Advisory Services Inc
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Adapt Wealth Advisors, Llc
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JP Wealth Management, Inc.
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Luts & Greenleigh Group, Inc
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Lowery Thomas, Llc
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Spire Wealth Management
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Mizuho Securities Usa Llc
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McIlrath & Eck, LLC
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Capstone Wealth Management Group LLC
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Blackstone Group Inc
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Jordan Park Group LLC
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Howland Capital Management Llc
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Cherry Tree Wealth Management, LLC
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Smith Anglin Financial, LLC
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Monetary Management Group Inc
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Hbk Investments L P
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Ruedi Wealth Management, Inc.
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Sound Financial Strategies Group, LLC
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Philadelphia Trust Co
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Hm Payson & Co
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Morgan Stanley
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Sovran Advisors, LLC
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Seeds Investor Llc
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Td Asset Management Inc
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Horizon Wealth Management, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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Pilgrim Partners Asia Pte Ltd
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Scotia Capital Inc.
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Myecfo, Llc
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Simplicity Wealth,LLC
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
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Natural Investments, Llc
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Empyrean Capital Partners, LP
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Mill Creek Capital Advisors, LLC
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BLVD Private Wealth, LLC
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Mendel Money Management
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Parr Mcknight Wealth Management Group, Llc
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J2 Capital Management Inc
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Grandfield & Dodd, Llc
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Inspire Advisors, LLC
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Independent Family Office, LLC
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Polen Capital Management Llc
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New World Advisors LLC
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Heartwood Wealth Advisors LLC
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Consilium Wealth Advisory, LLC
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IVC Wealth Advisors LLC
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Hazlett, Burt & Watson, Inc.
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Fortitude Financial, LLC
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Mullooly Asset Management, Inc.
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Aviance Capital Partners, LLC
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Redwood Park Advisors LLC
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Ridgecrest Wealth Partners, Llc
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Magnolia Private Wealth, LLC
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OxenFree Capital LLC
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Zions Bancorporation, National Association /ut/
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Cadent Capital Advisors, LLC
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E&G Advisors, LP
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Altman Advisors, Inc.
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Hardy Reed LLC
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Comerica Bank
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Red Lighthouse Investment Management, Llc
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Regal Investment Advisors LLC
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RiverFront Investment Group, LLC
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WFA Asset Management Corp
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Schiavi & Co LLC
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Shay Capital LLC
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Haven Private, LLC
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Jfs Wealth Advisors, Llc
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Alteri Wealth LLC
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Morse Asset Management, Inc
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3EDGE Asset Management, LP
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Latitude Advisors, LLC
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EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
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Peddock Capital Advisors, Llc
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Clarity Wealth Advisors, LLC
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Byrne Financial Freedom, Llc
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RMG Wealth Management LLC
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BCJ Capital Management, LLC
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Woodstock Corp
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Squarepoint Ops LLC
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Fortis Group Advisors, LLC
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Consolidated Portfolio Review Corp
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JCP Investment Management, LLC
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Mid-American Wealth Advisory Group, Inc.
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Tru Independence Asset Management 2, Llc
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Carderock Capital Management Inc
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Investidor Profissional Gestao de Recursos Ltda.
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Parkside Advisors LLC
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New Wave Wealth Advisors Llc
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Rinkey Investments
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FIDELIS iM, LLC
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Zullo Investment Group, Inc.
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Mjp Associates Inc /adv
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Kovitz Investment Group Partners, LLC
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Paloma Partners Management Co
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Consolidated Investment Group LLC
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Sharper & Granite LLC
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Select Asset Management & Trust
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Wescott Financial Advisory Group, LLC
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James Investment Research Inc
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Stock Yards Bank & Trust Co
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Wallace Hart LLC
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Beacon Wealthcare LLC
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Channel Wealth Llc
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Sunesis Advisors, LLC
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Landing Point Financial Group, LLC
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Valtinson Bruner Financial Planning LLC
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MeadowBrook Investment Advisors LLC
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Dover Advisors, Llc
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Wellington Capital Management, Inc.
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Three Seasons Wealth, LLC
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Barrett & Company, Inc.
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German American Bancorp, Inc.
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Berkshire Bank
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Personal Cfo Solutions, Llc
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Hassell Wealth Management, LLC
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Vertex Planning Partners, LLC
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Strategies Wealth Advisors, LLC
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CX Institutional
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Northwest Quadrant Wealth Management, LLC
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Washington Trust Advisors, Inc.
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Logan Capital Management Inc
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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|
Everhart Financial Group, Inc.
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|
Cfm Wealth Partners Llc
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Finepoint Capital LP
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
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Woodmont Investment Counsel Llc
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Petros Family Wealth, LLC
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OMNI 360 Wealth, Inc.
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Us Financial Advisors, Llc
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Biltmore Family Office, LLC
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Newport Capital Group, LLC
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Prairie Sky Financial Group LLC
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Morling Financial Advisors, LLC
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Independent Solutions Wealth Management, LLC
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Allodium Investment Consultants, LLC
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Deutsche Bank Ag\
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Sage Advisors, Llc
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Clarity Asset Management, Inc.
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Kensington Investment Counsel, LLC
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Alpine Bank Wealth Management
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|
Eastern Bank
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|
Petra Financial Advisors Inc
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|
Minot DeBlois Advisors LLC
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|
Roof Eidam & Maycock/adv
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|
Sentinel Pension Advisors Inc
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Proficio Capital Partners LLC
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Vista Investment Partners Ii, Llc
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My Personal CFO, LLC
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TCM Advisors, LLC
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Mairs & Power Inc
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Foguth Wealth Management, LLC.
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|
Everstar Asset Management, LLC
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Vega Investment Solutions
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Leo Wealth, LLC
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CoreCap Advisors, LLC
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Two Point Capital Management, Inc.
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Audent Global Asset Management, LLC
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Sterling Investment Counsel, LLC
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|
Cantor Fitzgerald Investment Adviser L.p.
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|
Notis-McConarty Edward
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|
1st Source Bank
|
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|
Mitchell Sinkler & Starr/pa
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Helix Partners Management LP
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Lifestyle Asset Management, Inc.
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Lee-Kelleher Wealth Management
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Financial Sense Advisors, Inc.
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Verdence Capital Advisors LLC
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Abbot Financial Management, Inc.
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Signature Resources Capital Management, LLC
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J. W. Coons Advisors, LLC
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Pachira Investments Inc.
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Heritage Family Offices, LLP
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Courier Capital Llc
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|
Kestra Advisory Services, LLC
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|
Mather Group, Llc.
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|
WEBs ETF Trust - WEBs Defined Volatility SPY ETF
|
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|
|
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|
Ipsen Advisor Group LLC
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|
Wexford Capital Lp
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Hendershot Investments Inc.
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Mizuho Securities Usa Llc
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Gs Investments, Inc.
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|
Chilton Investment Co Llc
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Stairway Partners, LLC
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|
Sig Brokerage, Lp
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|
Resurgent Financial Advisors LLC
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|
Fiduciary Financial Group, Llc
|
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|
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|
Bank of New York Mellon Corp
|
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|
Red Cedar Investment Management, Llc
|
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|
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|
NewSquare Capital LLC
|
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|
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|
Acima Private Wealth, Llc
|
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|
Evoke Wealth, Llc
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|
Graney & King, LLC
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|
Investor's Fiduciary Advisor Network, LLC
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|
Stephens Inc /ar/
|
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|
Royal Bank Of Canada
|
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|
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|
Richardson Capital Management LLC
|
|
|
|
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|
Militia Capital Partners, LP
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|
Founders Capital Management
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|
Financial Gravity Companies, Inc.
|
|
|
|
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|
Axim Planning & Wealth
|
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|
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|
Compass Wealth Management LLC
|
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|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
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|
|
|
|
Financial Management Network Inc
|
|
|
|
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|
Monetta Financial Services Inc
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|
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|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Laurel Wealth Planning LLC
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|
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|
|
Burney Co/
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Ndwm Llc
|
|
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|
|
State Street Corp
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|
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|
Integrated Advisors Network LLC
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
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|
Alamea Verwaltungs GmbH
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|
Federation des caisses Desjardins du Quebec
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|
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|
Shepherd Financial Partners LLC
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|
Peninsula Asset Management Inc
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|
Coalescence Partners Investment Management, LP
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|
Morangie Management LLC
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|
Capital Investment Counsel, LLC
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|
NINE MASTS CAPITAL Ltd
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|
Quest Investment Management Llc
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|
Bellevue Group AG
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|
Baltimore-Washington Financial Advisors, Inc.
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|
Transcend Wealth Collective, Llc
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|
Bank Of America Corp /de/
|
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|
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|
Godsey & Gibb Associates
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|
Veracity Capital LLC
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|
Curio Wealth, Llc
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|
Sand Hill Global Advisors, LLC
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|
ASB Consultores, LLC
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|
ORBA Wealth Advisors, L.L.C.
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BCS Wealth Management
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|
Louisbourg Investments Inc.
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|
Certior Financial Group, Llc
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|
Strategic Advocates LLC
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|
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|
Gw Henssler & Associates Ltd
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|
Spectrum Strategic Capital Management, LLC
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|
IMA Wealth, Inc.
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|
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|
Point72 (DIFC) Ltd
|
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|
|
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|
Hummer Financial Advisory Services Inc
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|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
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|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
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|
|
|
|
|
BIP Wealth, LLC
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|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Apriem Advisors
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|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
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|
Rsm Us Wealth Management Llc
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|
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|
Whitford Management LLC
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|
|
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|
Lombard Odier Asset Management (USA) Corp
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|
|
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|
Rockline Wealth Management, LLC
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|
|
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|
Prospect Financial Group LLC
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|
|
|
|
Park Edge Advisors, LLC
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|
Bayesian Capital Management, LP
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|
Barlow Wealth Partners, Inc.
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|
Cresset Asset Management, LLC
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|
Tiemann Investment Advisors, Llc
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|
Capital Insight Partners, Llc
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|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Menlo Advisors Llc
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|
|
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|
Diversified Portfolios, Inc.
|
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|
Aurelius Family Office LLC
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|
Banque Cantonale Vaudoise
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|
One Wealth Management Investment & Advisory Services, LLC
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|
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|
Commonwealth Equity Services, Llc
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|
|
|
|
Generali Asset Management SPA SGR
|
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|
Cliffwater LLC
|
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Pennsylvania Capital Management Inc /adv
|
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Arista Wealth Management, LLC
|
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Curated Wealth Partners LLC
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BridgePort Financial Solutions, LLC
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Altiora Financial Group, LLC
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Marmo Financial Group, LLC
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Iron Financial, LLC
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Jabodon Pt Co
|
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Wetherby Asset Management Inc
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Cobblestone Capital Advisors Llc /ny/
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Kings Path Partners LLC
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Financial Partners Group, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Dogwood Wealth Management LLC
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Beck Bode, LLC
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|
Qvr Llc
|
|
|
|
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|
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares
|
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|
|
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|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
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|
Union Bancaire Privee, UBP SA
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Lynx Investment Advisory
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Crumly & Associates Inc.
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L & S Advisors Inc
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Gould Asset Management Llc /ca/
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
|
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Hoge Financial Services, Llc
|
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Arrowstreet Capital, Limited Partnership
|
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CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
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Prudent Investors Network
|
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|
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Cypress Capital Advisors, LLC
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Sendero Wealth Management, LLC
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Davidson Capital Management Inc.
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Mission Hills Financial Advisory, LLC
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
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Gillespie Robinson & Grimm Inc
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Blue Fin Capital, Inc.
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Financial Advisory Corp
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TRB Advisors LP
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PSI Advisors, LLC
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DDD Partners, LLC
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Independence Bank of Kentucky
|
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Ramiah Investment Group
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Cedar Wealth Management, LLC
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Second Line Capital, LLC
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Maia Wealth LLC
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Berkshire Asset Management Llc/pa
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Newbridge Financial Services Group, Inc.
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Diligent Investors, LLC
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Premier Financial Group
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Vannoy Advisory Group, Inc.
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Coordinated Financial Services, Inc.
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Gallagher Capital Advisors, LLC
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Noble Wealth Management PBC
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BancFirst Trust & Investment Management
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Sterling Financial Planning, Inc.
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Merrion Investment Management Co, LLC
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Buckingham Strategic Partners
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Entrewealth, Llc
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Hilton Capital Management, LLC
|
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|
Benjamin Joseph Floyd Dba Floyd Capital Management
|
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|
Robertson Stephens Wealth Management, LLC
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|
MYDA Advisors LLC
|
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Empire Financial Management Company, LLC
|
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Creative Planning
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Kornitzer Capital Management Inc /ks
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Wealth Management Associates, Inc.
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Marietta Investment Partners Llc
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Dorsey & Whitney Trust CO LLC
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|
Gradient Capital Advisors, LLC
|
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|
Mascoma Wealth Management LLC
|
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|
Davis Capital Management
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|
Kingstone Capital Partners Texas, LLC
|
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|
Corepath Wealth Partners Llc
|
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|
Allianz Asset Management GmbH
|
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Brian Low Financial Group, Llc
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UNIVEST FINANCIAL Corp
|
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Stegner Investment Associates Inc.
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Gouws Capital LLC
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Plum Street Advisors, LLC
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Parkside Investments, LLC
|
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Byrne Asset Management LLC
|
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Kelly Financial Services LLC
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Scientech Research LLC
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RFG Advisory, LLC
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CFC Planning Co LLC
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Tradewinds, LLC.
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|
Oxinas Partners Wealth Management LLC
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Montag A & Associates Inc
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|
Belvedere Trading LLC
|
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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Henrickson Nauta Wealth Advisors, Inc.
|
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Beacon Pointe Advisors, LLC
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Allen Investment Management LLC
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Jessup Wealth Management, Inc
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Pinney & Scofield, Inc.
|
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|
Massachusetts Wealth Management
|
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Park National Corp /oh/
|
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|
|
Net Worth Advisory Group
|
|
|
|
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|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
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Pinkerton Retirement Specialists, LLC
|
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|
|
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|
Partnership Wealth Management, LLC
|
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Optimist Retirement Group LLC
|
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|
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|
Principia Wealth Advisory, LLC
|
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|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
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|
Sprinkle Financial Consultants LLC
|
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|
|
|
|
Blue Edge Capital, LLC
|
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|
|
|
Logan Stone Capital, LLC
|
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|
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|
Montz Harcus Wealth Management LLC
|
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|
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|
Camarda Financial Advisors, LLC
|
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|
|
|
|
Adamsbrown Wealth Consultants Llc
|
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|
|
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|
Signal Advisors Wealth, LLC
|
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|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
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WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
|
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|
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|
Summit Financial Strategies, Inc.
|
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|
Capitol Family Office, Inc.
|
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Bluefin Capital Management, Llc
|
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|
Howard Capital Management Inc.
|
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|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
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|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
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|
Clarity Capital Partners LLC
|
|
|
|
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Redmond Asset Management, LLC
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Mercer Global Advisors Inc /adv
|
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|
Pacitti Group Inc.
|
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|
Clark Estates Inc/ny
|
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Norden Group Llc
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Sequoia Financial Advisors, LLC
|
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Heritage Investment Group, Inc.
|
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|
Spurstone Advisory Services, LLC
|
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Crescent Grove Advisors, LLC
|
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|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
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|
Precedent Wealth Partners, Llc
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Genoa Capital Gestora de Recursos Ltda.
|
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Fifth Third Securities, Inc.
|
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|
Addison Capital Co
|
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|
DBK Financial Counsel, LLC
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Colony Group, LLC
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Capital Advisors Inc/ok
|
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Paragon Financial Partners, Inc.
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Aureus Asset Management, LLC
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Nottingham Advisors, Inc.
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Atomi Financial Group, Inc.
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PYA Waltman Capital, LLC
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Worth Asset Management, LLC
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Harbour Investments, Inc.
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|
East Coast Asset Management, LLC.
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Signet Financial Management, Llc
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|
Revisor Wealth Management LLC
|
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|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
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|
Westfuller Advisors, LLC
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|
Winnow Wealth Llc
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Vawter Financial, Ltd.
|
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|
Lavaca Capital Llc
|
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|
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Boyd Wealth Management, LLC
|
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|
|
|
|
ORG Partners LLC
|
|
|
|
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|
Cooper/haims Advisors, Llc
|
|
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|
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|
St Germain D J Co Inc
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Capital Investment Advisory Services, LLC
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Camelot Technology Advisors, Inc.
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|
Latko Wealth Management, Ltd.
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McBroom & Associates, LLC
|
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|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
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|
Bowman & Co S.C.
|
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|
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|
Lazard Asset Management Llc
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Stillwater Capital Advisors, LLC
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Tidemark, LLC
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NCP Inc.
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Verus Financial Partners, Inc.
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Fiduciary Family Office, Llc
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Goldman Sachs Group Inc
|
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Galilei Investment Office LLP
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Puff Wealth Management, Llc
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GenWealth Group, Inc.
|
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|
Villere St Denis J & Co Llc
|
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WorthPointe, LLC
|
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|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Osprey Private Wealth LLC
|
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|
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|
|
Anchor Investment Management, LLC
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Merit Financial Group, LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
|
|
|
Stack Financial Management, Inc
|
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|
|
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|
Burt Wealth Advisors
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Stage Harbor Financial, Llc
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|
AF Advisors, Inc.
|
|
|
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|
Centerstone Investors, LLC
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Paul R. Ried Financial Group, LLC
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BWM Planning, LLC
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|
McKinley Carter Wealth Services, Inc.
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|
Tanglewood Wealth Management, Inc.
|
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|
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|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
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|
|
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|
Peak6 Llc
|
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|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Phocas Financial Corp.
|
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|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
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|
Pandora Wealth, Inc.
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
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|
Black Maple Capital Management LP
|
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|
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|
Gridiron Partners, LLC
|
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
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|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
LBETX - Northern Lights Fund Trust IV - Low Beta Tactical 500 Fund Institutional Class
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
Noked Israel Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Levin Capital Strategies, L.p.
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Bensler, LLC
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Engineers Gate Manager LP
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Aspiring Ventures, LLC
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Brueske Advisory Services, LLC
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Crewe Advisors LLC
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Brandywine Trust Co
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Raelipskie Partnership
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Weinberger Asset Management, Inc
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Natixis
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Affinity Wealth Management Llc
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NRI Wealth Management LC
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
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CoreFirst Bank & Trust
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GHP Investment Advisors, Inc.
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Port Capital LLC
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Nvwm, Llc
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Centerpoint Advisors, LLC
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Prospera Financial Services Inc
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Essex LLC
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Holocene Advisors, LP
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Insight Wealth Strategies, LLC
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Narwhal Capital Management
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FSA Wealth Management LLC
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Mustard Seed Financial, LLC
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GenTrust, LLC
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Bienville Capital Management, LLC
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PFS Partners, LLC
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Lodestone Wealth Management LLC
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Pnc Financial Services Group, Inc.
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West Paces Advisors Inc.
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Lincoln Capital Corp
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Mathes Company, Inc.
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Osborne Partners Capital Management, Llc
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Abound Wealth Management
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First International Bank & Trust
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Ascension Capital Advisors, Inc.
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Capital Fund Management S.a.
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New Age Alpha Advisors, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class
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PUREfi Wealth, LLC
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First National Bank of Mount Dora, Trust Investment Services
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Dimension Capital Management Llc
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TSPY - ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF
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CVA Family Office, LLC
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Rappaport Reiches Capital Management, LLC
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Seamount Financial Group Inc
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Jackson Square Capital, Llc
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Partners in Financial Planning
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Belmont Capital, LLC
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Benin Management CORP
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Southland Equity Partners LLC
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Brown Brothers Harriman & Co
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TT Capital Management LLC
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Old North State Trust, LLC
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Kavar Capital Partners Group, Llc
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Clear Street Llc
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Ulysses Management LLC
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Allen Capital Group, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Thompson Siegel & Walmsley Llc
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Compagnie Lombard Odier SCmA
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MSA Advisors, LLC
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Youngs Advisory Group, Inc.
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Yousif Capital Management, Llc
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Sweeney & Michel, Llc
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Quadrant Private Wealth Management, LLC
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Tranquilli Financial Advisor LLC
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DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
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Lcnb Corp
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Permanens Capital L.P.
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Peterson Wealth Services
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Summit Wealth & Retirement Planning, Inc.
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Clarkston Capital Partners, LLC
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Actinver Wealth Management, Inc.
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Sugar Maple Asset Management, LLC
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Fairscale Capital, LLC
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Moment Partners, LLC
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Iams Wealth Management, Llc
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Impact Capital Partners LLC
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Point72 Hong Kong Ltd
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Aprio Wealth Management, LLC
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Vestor Capital, Llc
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MWA Asset Management
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Daymark Wealth Partners, Llc
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Bleakley Financial Group, LLC
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Covington Investment Advisors Inc.
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Founders Capital Management, Llc
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Butensky & Cohen Financial Security, Inc
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Corsair Capital Management, L.p.
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Ironwood Investment Counsel, LLC
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MBA Advisors LLC
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First Horizon Advisors, Inc.
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Collaborative Wealth Managment Inc.
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Cm Wealth Advisors Llc
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Beaumont Financial Advisors, LLC
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Walleye Trading LLC
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Leavell Investment Management, Inc.
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Prevatt Capital Ltd
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Milestone Investment Advisors LLC
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Charter Oak Capital Management, LLC
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Braun-Bostich & Associates Inc.
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Seros Financial, LLC
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Pinnacle Financial Group, LLC / IL
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Summit Investment Advisors, Inc.
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Putnam Fl Investment Management Co
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Somerville Kurt F
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Interval Partners, LP
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Hayek Kallen Investment Management
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Mainsail Financial Group, LLC
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Allied Investment Advisors, LLC
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Hennion & Walsh Asset Management, Inc.
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Trace Wealth Advisors, LLC
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Cercano Management LLC
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Autumn Glory Partners, LLC
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Rs Crum Inc.
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Garda Capital Partners Lp
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Aull & Monroe Investment Management Corp
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Wealth Management Nebraska
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Halbert Hargrove Global Advisors, Llc
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RBA Wealth Management, LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Kcm Investment Advisors Llc
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Compass Capital Corp /ma/ /adv
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Game Plan Financial Advisors, LLC
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Barnett & Company, Inc.
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Able Wealth Management LLC
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Morgan Dempsey Capital Management Llc
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Steel Peak Wealth Management LLC
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Advisor Resource Council
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Brighton Jones Llc
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Geneos Wealth Management Inc.
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TruNorth Capital Management, LLC
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NWK Group, Inc.
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Meridian Wealth Advisors, LLC
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Planning Alternatives Ltd /adv
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BG Investment Services, Inc.
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Navellier & Associates Inc
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Jacobi Capital Management LLC
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Choice Wealth Advisors, LLC
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Mainstream Capital Management LLC
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LRI Investments, LLC
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Minichmacgregor Wealth Management, Llc
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Red Door Wealth Management, LLC
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Redwood Financial Network Corp
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Terra Nova Asset Management LLC
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City National Bank Of Florida /msd
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Lafayette Investments, Inc.
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West Branch Capital LLC
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River Street Advisors LLC
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Nautilus Advisors LLC
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Lepercq De Neuflize Asset Management LLC
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Navalign, LLC
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Moneywise, Inc.
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Victory Financial Group, Llc
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Waterway Wealth Management, LLC
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Midland Wealth Advisors Llc
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Royal Fund Management, LLC
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Spectrum Investment Advisors, Inc.
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Change Path, LLC
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Blue Zone Wealth Advisors, LLC
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Advisory Alpha, LLC
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Pure Portfolios Holdings Llc
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Arrow Financial Corp
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Continuum Advisory, LLC
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Wealthstream Advisors, Inc.
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Kagan Cocozza Asset Management
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Synergy Financial Group, LTD
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Prairie Wealth Advisors, Inc.
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Sheets Smith Wealth Management
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Campbell Deegan Wealth Management, LLC
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TFG Advisers LLC
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Carnegie Capital Asset Management, LLC
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Smithbridge Asset Management Inc/de
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Cahill Financial Advisors Inc
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Financial Connections Group, Inc.
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Price T Rowe Associates Inc /md/
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InvesTrust
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LongView Asset Management LLC
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TD Waterhouse Canada Inc.
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James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
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Altfest L J & Co Inc
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Bank Of Nova Scotia Trust Co
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Baring Financial LLC
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Centurion Wealth Management LLC
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FSA Advisors, Inc.
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Penobscot Investment Management Company, Inc.
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Acorn Financial Advisory Services Inc /adv
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Hiley Hunt Wealth Management
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Gradient Investments LLC
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|
Lee Danner & Bass Inc
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Canandaigua National Bank & Trust Co
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Hilltop National Bank
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Detalus Advisors, LLC
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First Washington CORP
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Rivernorth Opportunities Fund, Inc.
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American National Bank
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Fmr Llc
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Alpine Global Management, LLC
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Cambridge Investment Research Advisors, Inc.
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Addison Advisors LLC
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Annex Advisory Services, LLC
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Mesirow Financial Investment Management, Inc.
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Petredis Investment Advisors Llc
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Courage Capital Management Llc
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W.G. Shaheen & Associates DBA Whitney & Co
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FSC Wealth Advisors, LLC
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Huntleigh Advisors, Inc.
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Bnp Paribas Arbitrage, Sa
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Mizuho Bank, Ltd.
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Curtis Advisory Group, LLC
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NewEdge Wealth, LLC
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|
State of Wyoming
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O'Dell Group, LLC
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Nepc Llc
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Stoneridge Investment Partners Llc
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Ashford Capital Management Inc
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Marshall & Sullivan Inc /wa/
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Kestra Private Wealth Services, Llc
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Bell Investment Advisors, Inc
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Gwn Securities Inc.
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
Silicon Valley Community Foundation
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|
Morton Community Bank
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Patrick M Sweeney & Associates, Inc
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Moneta Group Investment Advisors Llc
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TFR Capital, LLC.
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
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Balanced Wealth Group Llc
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Brant Point Investment Management Llc
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Traction Financial Partners, LLC
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Dominguez Wealth Management Solutions, Inc.
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Fwl Investment Management, Llc
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Lighthouse Investment Partners, LLC
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Sabby Management, Llc
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Center For Asset Management LLC
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Pingora Partners LLC
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Kingsman Wealth Management, Inc.
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Old Port Advisors
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Meritage Group LP
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BlueCrest Capital Management Ltd
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SYM FINANCIAL Corp
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Cavalier Investments, LLC
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AlTi Global, Inc.
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Pinnacle Bancorp, Inc.
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Mv Capital Management, Inc.
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American Money Management, LLC
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Novare Capital Management Llc
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Evernest Financial Advisors, LLC
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|
Haverford Trust Co
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We Are One Seven, LLC
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Vantage Investment Partners, LLC
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Aqr Capital Management Llc
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Family CFO Inc
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|
Trust Co of Tennessee
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Alpha Financial Partners, LLC
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Klingman & Associates, LLC
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Altrius Capital Management Inc
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Jones Financial Companies Lllp
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FCG Investment Co
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Nations Financial Group Inc, /ia/ /adv
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Seaside Wealth Management, Inc.
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Bedell Frazier Investment Counseling, LLC
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Walkner Condon Financial Advisors LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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EverSource Wealth Advisors, LLC
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Capital Markets Trading UK LLP
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CapWealth Advisors, LLC
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Cranbrook Wealth Management, LLC
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Mariner, LLC
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Alaska Permanent Capital Management
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Manuka Financial, LLC
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Sassicaia Capital Advisers Llc
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Northeast Financial Consultants Inc
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Silverlake Wealth Management Llc
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Two Sigma Securities, Llc
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Franklin Resources Inc
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Elevated Capital Advisors, LLC
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Maltin Wealth Management, Inc.
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Atria Investments Llc
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Ironsides Asset Advisors, LLC
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|
Mcdaniel Terry & Co
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial
|
|
|
|
|
|
Register Financial Advisors LLC
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|
|
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|
Brooklyn FI, LLC
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|
J. Safra Sarasin Holding AG
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|
Waterfall Asset Management, LLC
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
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|
|
|
|
Sandy Spring Bank
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|
|
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|
Glass Jacobson Investment Advisors llc
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|
Neuberger Berman Group LLC
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|
Lion Street Advisors, LLC
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Canvas Wealth Advisors, LLC
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Variant Private Wealth, LLC
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BFI Infinity Ltd.
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Ardent Capital Management, Inc.
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Navis Wealth Advisors, LLC
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Advance Capital Management, Inc.
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Werba Rubin Papier Wealth Management
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|
Saiph Capital, LLC
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|
|
Lighthouse Financial LLC
|
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Heritage Wealth Management, Inc.
|
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|
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Fluent Financial, LLC
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Busey Wealth Management
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Keystone Global Partners, LLC
|
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|
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Von Berge Wealth Management Group, LLC
|
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|
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Advisory Services Network, LLC
|
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WPWealth LLP
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Joel Isaacson & Co., LLC
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5th Street Advisors, LLC
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Athena Investment Management
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Stony Point Wealth Management Inc.
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Financial Guidance Group, Inc.
|
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Soros Fund Management Llc
|
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BancorpSouth Bank
|
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|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
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|
|
|
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Montecito Bank & Trust
|
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|
|
|
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Webster Bank, N. A.
|
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|
|
MUFG Bank, Ltd.
|
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|
|
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Midwest Capital Advisors, LLC
|
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|
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Concentrum Wealth Management
|
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|
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|
|
Newton One Investments LLC
|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
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Genesee Capital Advisors, LLC
|
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Wealth Dimensions Group, Ltd.
|
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Barclays Plc
|
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Chickasaw Capital Management Llc
|
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J.w. Cole Advisors, Inc.
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Financial Advisory Corp /ut/ /adv
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Hartland & Co., LLC
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Knightsbridge Asset Management, Llc
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Crossmark Global Holdings, Inc.
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Allium Financial Advisors, Llc
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CTC Alternative Strategies, Ltd.
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Landmark Investment Partners, L.p.
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Goldstone Financial Group, LLC
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Schoolcraft Capital LLC
|
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Polar Asset Management Partners Inc.
|
|
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|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
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|
|
|
|
Vernal Point Advisors, LLC
|
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|
|
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Capital Research Global Investors
|
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|
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Wealthcare Capital Partners, LLC
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AE Wealth Management LLC
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BCS Private Wealth Management, Inc.
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Verum Partners LLC
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Insight 2811, Inc.
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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Investment Advisory Services Inc /tx /adv
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Cohen & Steers, Inc.
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Mach-1 Financial Group, Inc.
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Keel Point, LLC
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Samalin Investment Counsel, LLC
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JCIC Asset Management Inc.
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Clear Point Advisors Inc.
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Stratos Wealth Advisors, LLC
|
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Aviso Wealth Management
|
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|
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Clg Llc
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Zevenbergen Capital Investments Llc
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Bill Few Associates, Inc.
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Todd Asset Management Llc
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M3 Advisory Group, LLC
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Diversified Trust Co
|
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Romano Brothers And Company
|
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Argentarii, LLC
|
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Mendota Financial Group, LLC
|
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Wolverine Asset Management Llc
|
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Brown Wealth Management, Llc
|
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|
Red Tortoise LLC
|
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International Assets Investment Management, Llc
|
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|
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|
Flagstone Financial Management
|
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Triton Wealth Management, PLLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Oxler Private Wealth LLC
|
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Creative Capital Management Investments LLC
|
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|
|
Edgestream Partners, L.P.
|
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|
|
|
Dearborn Partners Llc
|
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|
New England Private Wealth Advisors LLC
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Sage Rhino Capital Llc
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Goelzer Investment Management, Inc.
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Cora Capital Advisors Llc
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Drexel Morgan & Co.
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Mcrae Capital Management Inc
|
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Sensible Money, LLC
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626 Financial, LLC
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Ramirez Asset Management, Inc.
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Comprehensive Financial Planning, Inc./PA
|
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Bear Mountain Capital, Inc.
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Flywheel Private Wealth LLC
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Morris Financial Concepts, Inc.
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|
|
|
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1
|
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Park Place Capital Corp
|
|
|
|
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|
TrueWealth Advisors, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
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Tandem Investment Partners LLC
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JANA Partners Management, LP
|
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Thompson Investment Management, Inc.
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Marshall & Sterling Wealth Advisors Inc.
|
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49 Wealth Management, Llc
|
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|
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Sei Investments Co
|
|
|
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|
|
CNB Bank
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
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Strategic Point Investment Advisors, LLC
|
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|
ESL Trust Services, LLC
|
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|
Chapin Davis, Inc.
|
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|
Future You Wealth Llc
|
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BetterWealth, LLC
|
|
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|
|
Texas Bank & Trust Co
|
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Davidson Kahn Capital Management, LLC
|
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|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Darrow Company, Inc.
|
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|
|
|
Galvin, Gaustad & Stein, LLC
|
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|
Trail Ridge Investment Advisors, LLC
|
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|
|
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|
Capital Performance Advisors Llp
|
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|
|
Vident Advisory, LLC
|
|
|
|
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|
New Millennium Group LLC
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Acas, Llc
|
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Atlas Financial Advisors, Inc.
|
|
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|
|
|
Unique Wealth, Llc
|
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Vectors Research Management, LLC
|
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|
|
Green Square Capital Advisors Llc
|
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|
|
|
Agf Management Ltd
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
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|
Lauterbach Financial Advisors, LLC
|
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|
|
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Harbor Investment Advisory, Llc
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Shaolin Capital Management LLC
|
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|
Pegasus Asset Management, Inc.
|
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|
West Michigan Advisors, Llc
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Baldwin Investment Management, LLC
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|
SGL Investment Advisors, Inc.
|
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|
Prism Advisors, Inc.
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|
Trust Co Of Oklahoma
|
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|
OmniStar Financial Group, Inc.
|
|
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|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
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|
Prudential Financial Inc
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|
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|
Aspect Partners, LLC
|
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|
Lazari Capital Management, Inc.
|
|
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|
|
|
ERTS Wealth Advisors, LLC
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Olympus Wealth Management, Llc
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|
Prudent Man Investment Management, Inc.
|
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|
Howe & Rusling Inc
|
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|
Elite Financial, Inc.
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|
Clarity Capital Advisors, LLC
|
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|
Ballast Advisors Llc
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|
|
Somerset Group LLC
|
|
|
|
|
|
Granger Management LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
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|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
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|
|
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|
AMJ Financial Wealth Management
|
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|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Metropolitan Life Insurance Co/ny
|
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Savant Capital, LLC
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|
Ronald Blue Trust, Inc.
|
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|
Qrg Capital Management, Inc.
|
|
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|
Left Brain Wealth Management, LLC
|
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|
Mirabella Financial Services Llp
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
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|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
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|
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|
Cary Street Partners Financial Llc
|
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|
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|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
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|
|
|
|
|
Dravo Bay Llc
|
|
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|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
American Capital Advisory, LLC
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|
|
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|
River Wealth Advisors LLC
|
|
|
|
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|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Greenvale Capital LLP
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
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|
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|
Pacifica Partners Inc.
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
PPSC Investment Service Corp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Longview Financial Advisors, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Edenbrook Capital, LLC
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JDAEX - James Alpha Funds Trust - James Alpha Managed Risk Domestic Equity Fund Class A
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Kraft Asset Management, Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Aragon Global Management, LP
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
BlackBarn Capital Partners LP
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Ciovacco Capital Management LLC
|
|
|
|
|
|
JPB Foundation
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
MTC Wealth Management LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
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|
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Northwest Wealth Management, Llc
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Dixon Mitchell Investment Counsel Inc.
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Empirical Asset Management, LLC
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Mariner Investment Group Llc
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Brass Tax Wealth Management, Inc
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Lantern Wealth Advisors, LLC
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Figure 8 Investment Strategies Llc
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Mowery & Schoenfeld Wealth Management, LLC
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CENTRAL TRUST Co
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Repertoire Partners LP
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Moloney Securities Asset Management, LLC
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Beach Investment Counsel Inc/pa
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Compass Financial Services Inc
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AdvisorNet Financial, Inc
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Moneda S.A. Administradora General de Fondos
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Forza Wealth Management, LLC
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Eagle Bluffs Wealth Management LLC
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Ttp Investments, Inc.
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Hudson Value Partners, LLC
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Modus Advisors, LLC
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AllSquare Wealth Management LLC
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Midwestern Financial, LLC /IA
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Regions Financial Corp
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MPS Loria Financial Planners, LLC
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FreeGulliver LLC
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Horizon Financial Services, Llc
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Keeler & Nadler Financial Planning & Wealth Management
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Rowland & Co Investment Counsel/adv
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Pullen Investment Management, LLC
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Rialto Wealth Management, LLC
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Hourglass Capital, Llc
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Horan Capital Advisors, LLC.
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Sheaff Brock Investment Advisors, LLC
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Binnacle Investments Inc
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K.J. Harrison & Partners Inc
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Capital Counsel Llc/ny
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Bedel Financial Consulting, Inc.
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Arcadia Investment Management Corp/mi
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Headinvest, Llc
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Linscomb & Williams, Inc.
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BRYN MAWR TRUST Co
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Concord Wealth Partners
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Financial Freedom, LLC
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Pettyjohn, Wood & White, Inc
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Forbes Financial Planning, Inc.
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Blue Rock Wealth Management LLC
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jvl associates llc
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Pekin Hardy Strauss, Inc.
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NorthStar Asset Management LLC /NJ/
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Hanson & Doremus Investment Management
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Missouri Trust & Investment Co
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Wolff Wiese Magana Llc
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Welch Capital Partners Llc/ny
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New England Professional Planning Group Inc.
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Rps Advisory Solutions Llc
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Inman Jager Wealth Management, LLC
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Mmbg Investment Advisors Co.
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Rockefeller Capital Management L.P.
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Flow Traders U.s. Llc
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Turn8 Private Wealth Inc.
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Dopkins Wealth Management, Llc
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Basso Capital Management, L.p.
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Lester Murray Antman dba SimplyRich
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High Net Worth Advisory Group LLC
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Essex Financial Services, Inc.
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Watershed Private Wealth Llc
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Wealth Quarterback LLC
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LGT Financial Advisors LLC
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Westchester Capital Management, LLC
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Financial Partners Group, Inc
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Keybank National Association/oh
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Cardinal Point Capital Management, ULC
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RMB Capital Management, LLC
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Atlantic Edge Private Wealth Management, LLC
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Milestone Asset Management, Llc
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Hunting Hill Global Capital, LLC
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HC Advisors, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Principle Wealth Partners Llc
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Boxwood Ventures, Inc.
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FIL Ltd
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Patton Albertson Miller Group, Llc
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Clarius Group, LLC
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Journey Advisory Group, LLC
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Coppell Advisory Solutions LLC
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Financial Network Wealth Advisors LLC
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Ruggaard & Associates LLC
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Highline Wealth Partners Llc
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Waters Parkerson & Co., Llc
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Armstrong Advisory Group, Inc
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Gilbert & Cook, Inc.
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Foster Group, Inc.
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American Financial Advisors, LLC
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Umpqua Bank
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Orrstown Financial Services Inc
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America First Investment Advisors, LLC
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Cutler Capital Management, LLC
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Optima Capital Llc
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Accredited Investor Services, Llc
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NorthRock Partners, LLC
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Glenmede Investment Management, LP
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Intrust Bank Na
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Ripple Effect Asset Management LP
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Key Client Fiduciary Advisors, LLC
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Nicollet Investment Management, Inc.
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Beacon Investment Advisors Llc
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Steinberg Asset Management Llc
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Stelac Advisory Services LLC
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Enclave Advisors LLC
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MA Private Wealth
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TD Capital Management LLC
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Applied Capital LLC
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American Investment Services, Inc.
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Legal & General Group Plc
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MSH Capital Advisors LLC
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Strathmore Capital Advisors, Inc.
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Postrock Partners Llc
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Moulton Wealth Management, Inc
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Capital Planning Advisors, LLC
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Capital A Wealth Management, LLC
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Aldebaran Financial Inc.
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Clifford Swan Investment Counsel Llc
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Westside Investment Management, Inc.
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Dynamic Advisor Solutions LLC
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Finward Bancorp
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Burling Wealth Partners, Llc
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Taylor Financial Group, Inc.
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Congress Asset Management Co /ma
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Bradley Foster & Sargent Inc/ct
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Tlwm
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Private Capital Advisors, Inc.
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Ubs Oconnor Llc
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RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
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Northstar Financial Companies, Inc.
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Nbt Bank N A /ny
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Community Bank & Trust, Waco, Texas
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ARS Investment Partners, LLC
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Litman Gregory Asset Management LLC
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Triad Wealth Partners, LLC
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Pflug Koory, LLC
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
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Oliver Lagore Vanvalin Investment Group
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Applied Capital LLC/FL
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Phoenix Holdings Ltd.
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Cypress Point Wealth Management, LLC
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SNS Financial Group, LLC
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Smh Capital Advisors Inc
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Lauer Wealth, LLC
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Summit Financial, LLC
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Ground Swell Capital, LLC
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Crews Bank & Trust
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Vision Capital Management, Inc.
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Summit X, LLC
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North Star Asset Management Inc
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Moisand Fitzgerald Tamayo, LLC
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Spectrum Financial Alliance Ltd LLC
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Next Capital Management LLC
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Steward Partners Investment Advisory, Llc
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Access Financial Services, Inc.
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Coign Capital Advisors LLC
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Farther Finance Advisors, LLC
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
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LWM Advisory Services, LLC
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Keystone Financial Group
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REDW Wealth LLC
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Fifth Third Bancorp
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One Day In July LLC
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Stevens Capital Management Lp
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Solidarilty Wealth, LLC
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SILVER OAK SECURITIES, Inc
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Camber Capital Management LP
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Viewpoint Capital Management LLC
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HITE Hedge Asset Management LLC
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Accent Capital Management, LLC
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Garner Asset Management Corp
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Sender Co & Partners, Inc.
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Juniper Hill Capital Management, LP
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Howard Wealth Management, Llc
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ORG Wealth Partners, LLC
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Harbour Investment Management Llc
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Angeles Wealth Management, Llc
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Carnegie Lake Advisors LLC
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Blueshift Asset Management, LLC
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|
State of Alaska, Department of Revenue
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Grove Street Fiduciary, LLC
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London Co Of Virginia
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Aurora Private Wealth, Inc.
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Rosalind Advisors, Inc.
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Strategic Financial Partners, Ltd.
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ICW Investment Advisors LLC
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AlphaQ Advisors LLC
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Gerber, Llc
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Greenup Street Wealth Management Llc
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WealthPlan Investment Management, LLC
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Oldfather Financial Services, LLC
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Cura Wealth Advisors, Llc
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Cooper Financial Group
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Smartleaf Asset Management LLC
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Inspirion Wealth Advisors, Llc
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Independent Investors Inc
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Bingham Private Wealth, Llc
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Armis Advisers, LLC
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Orleans Capital Management Corp/la
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Granite FO LLC
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Adirondack Trust Co
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Union Square Park Capital Management, LLC
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Fortress Wealth Group, LLC
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Gateway Wealth Partners, LLC
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Synovus Financial Corp
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Pathway Financial Advisers, LLC
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Alkeon Capital Management Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Schear Investment Advisers, LLC
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Schaeffer Financial LLC
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Diversify Wealth Management, Llc
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Resources Investment Advisors, LLC.
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Richard W. Paul & Associates, LLC
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CMG Global Holdings, LLC
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Councilmark Asset Management, LLC
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Greenleaf Trust
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Reston Wealth Management Llc
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Bnc Wealth Management, Llc
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Sanchez Wealth Management Group
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Smith & Howard Wealth Management, LLC
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W Advisors, Llc
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Scoggin Management Lp
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Chatham Capital Group, Inc.
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Independent Wealth Network Inc.
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Measured Risk Portfolios, Inc.
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Hubbell Strickland Wealth Management, LLC
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TCP Asset Management, LLC
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Ameriflex Group, Inc.
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Van Hulzen Asset Management, LLC
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Fusion Capital, LLC
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DORVAL Corp
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Continental Investors Services, Inc.
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Luxor Capital Group, LP
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TKG Advisors, LLC
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Cookson Peirce & Co Inc
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Horrell Capital Management, Inc.
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V2 Financial group LLC
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King Wealth
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Clark Capital Management Group, Inc.
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|
Great Waters Wealth Management
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Cooksen Wealth, LLC
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|
State Of Michigan Retirement System
|
|
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Glenorchy Capital Ltd
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Mount Capital Ltd
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NavPoint Financial, Inc.
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Bay Harbor Wealth Management, LLC
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Farallon Capital Management Llc
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|
Saudi Central Bank
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FC Advisory LLC
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Private Trust Co Na
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Curat Global, LLC
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Kearns & Associates LLC
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Stordahl Capital Management, Inc.
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Procyon Private Wealth Partners, LLC
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Pasadena Private Wealth, LLC
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Retirement Investment Advisors, Inc.
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Brand Asset Management Group, Inc.
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Confluence Wealth Services, Inc.
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Sunbelt Securities, Inc.
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Beacon Capital Management, LLC
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FLC Capital Advisors
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|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
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|
|
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|
Pathway Financial Advisors LLC
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|
LMR Partners LLP
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Weaver Consulting Group
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Fragasso Group Inc.
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Peak Asset Management, LLC
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Oliver Luxxe Assets LLC
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Childress Capital Advisors, Llc
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Eclectic Associates Inc /adv
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Wealth Enhancement Advisory Services, Llc
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3Chopt Investment Partners, LLC
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Sovereign Investment Advisors, LLC
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Corundum Trust Company, INC
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Nomura Holdings Inc
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Redmont Wealth Advisors Llc
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Cottage Street Advisors LLC
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Solitude Financial Services
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Colorado Capital Management, Inc.
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Miller Financial Services LLC
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Prosperitas Financial LLC
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Stratos Wealth Partners, LTD.
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Edmond De Rothschild Holding S.a.
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Astra Wealth Partners LLC
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Principal Street Partners, LLC
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BCR Wealth Strategies, LLC
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Lindbrook Capital, Llc
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KKM Financial LLC
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GFS Advisors, LLC
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McGlone Suttner Wealth Management, Inc.
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Virtus Wealth Solutions LLC
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Helen Stephens Group, LLC
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Builder Investment Group Inc /adv
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First National Advisers, LLC
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WMG Financial Advisors, LLC
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BOCHK Asset Management Ltd
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South Plains Financial, Inc.
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Oak Wealth Advisors LLC
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Optas, LLC
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|
Turim 21 Investimentos Ltda.
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New England Asset Management Inc
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Brightwater Advisory LLC
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Optimum Investment Advisors
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Vickerman Investment Advisors, Inc.
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Evermay Wealth Management Llc
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Victory Capital Management Inc
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Symmetry Partners, LLC
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Searle & Co.
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Delta Accumulation, LLC
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Aptus Capital Advisors, LLC
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Flagship Wealth Advisors, Llc
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TFC Financial Management
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Worth Financial Advisory Group, LLC
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Delos Wealth Advisors, LLC
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Moseley Investment Management Inc
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Discovery Capital Management, Llc / Ct
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Sunburst Financial Group, LLC
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Davidson Kempner Capital Management Lp
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Public Sector Pension Investment Board
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Tull Financial Group, Inc.
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Standard Family Office LLC
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Empowered Funds, LLC
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Locust Wood Capital Advisers, Llc
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Chico Wealth RIA
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Castle Rock Wealth Management, LLC
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Thomas J. Herzfeld Advisors, Inc.
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Bell Bank
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4wealth Advisors, Inc.
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Dash Acquisitions Inc.
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Financial Enhancement Group LLC
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Coastline Trust Co
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Alamar Capital Management, LLC
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Blue Capital, Inc.
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Fsb Premier Wealth Management, Inc.
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Fusion Family Wealth LLC
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Buska Wealth Management, LLC
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Nuveen S&p 500 Dynamic Overwrite Fund
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Legacy Financial Group, Inc.
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Ategra Capital Management, LLC
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Alpha Wealth Funds, LLC
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Westmount Partners, LLC
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