Elevate Wealth Advisory, Inc
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
New Dimensions Wealth Management, LLC
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
UBS Group AG
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
Aurelius Family Office LLC
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
Peavine Capital, Llc
|
|
|
|
|
City State Bank
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
Wealth Advisory Team LLC
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
Betterment LLC
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
Creative Planning
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
Envision Financial Planning, LLC
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
Onyx Financial Advisors, LLC
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
Comerica Bank
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
25 Llc
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
SageOak Financial, LLC
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
Andrews, Lucia Wealth Management Llc
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Allodium Investment Consultants, LLC
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
Ridgeline Wealth, LLC
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
Premier Financial Group
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
PFG Advisors
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
Kraft Asset Management, Llc
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
Tassel Capital Management, Inc.
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
Graver Capital Management, LLC
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
Commerce Bank
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
Bannerman Wealth Management Group, Llc
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
Clg Llc
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
Fmr Llc
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
Bell Bank
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
Sterling Wealth Advisors Inc
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
Maseco Llp
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
Traction Financial Partners, LLC
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
Quarry Hill Advisors, Llc
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
First National Trust Co
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
Grunden Financial Advisory, Inc.
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
Babb Wealth Advisors LLC
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Physician Wealth Solutions Inc.
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
Burney Co/
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
Great Oak Capital Partners, Llc
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Motco
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
Porter White Investment Advisors, Inc.
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
Fischer Investment Strategies, Llc
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
JDH Wealth Management, LLC
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|