|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Weitzel Financial Services, Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
TLT Family Holdco ULC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Texas Treasury Safekeeping Trust Co
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
TUIFX - Northern Lights Fund Trust - Toews Unconstrained Income Fund
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Fpc Investment Advisory, Inc.
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Toews Corp /adv
|
|
|
|
|
|
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Fort Henry Capital, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Bricktown Capital, LLC
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Melone Private Wealth, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Alaska Permanent Capital Management
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
AEGON USA Investment Management, LLC
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Diana Davis Spencer Foundation
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Oceanside Advisors LLC
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
DRAI - EA Series Trust - Draco Evolution AI ETF
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
BNDW - VANGUARD SCOTTSDALE FUNDS - Vanguard Total World Bond ETF ETF Shares
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Golden Reserve Retirement LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Prime Buchholz LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Corrigan Financial, Inc.
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
TrueWealth Financial Partners
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
McCarthy Asset Management, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
LBETX - Northern Lights Fund Trust IV - Low Beta Tactical 500 Fund Institutional Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Vannoy Advisory Group, Inc.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Fischer Investment Strategies, Llc
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Innealta Capital, Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Sofi Wealth, Llc
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Golden Bell Financial Planning LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
Aurelius Family Office LLC
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Mastercard Foundation Asset Management Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
ALM First Financial Advisors, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
McGrath & Associates, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Moneda S.A. Administradora General de Fondos
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
TRTY - Cambria ETF Trust - Cambria Trinity ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Arizona PSPRS Trust
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
|
|
|
|
|
|
Gridiron Partners, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Allodium Investment Consultants, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
EDGF - Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Ramiah Investment Group
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Financial Architects, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Shade Tree Advisors LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Sherwood Financial Partners, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
Marmo Financial Group, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
