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Trust Co Of Oklahoma
|
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Savior LLC
|
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Allspring Global Investments Holdings, LLC
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Great Valley Advisor Group, Inc.
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Signature Resources Capital Management, LLC
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Cypress Financial Planning Llc
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
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|
Philip James Wealth Mangement, LLC
|
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
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|
Aptus Capital Advisors, LLC
|
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|
Belvedere Trading LLC
|
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|
Umpqua Bank
|
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|
Nvwm, Llc
|
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Victory Financial Group, Llc
|
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Nepc Llc
|
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|
Trace Wealth Advisors, LLC
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|
Schwab Charitable Fund
|
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Guardian Wealth Advisors, Llc / Nc
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|
|
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|
Capital Investment Advisors, LLC
|
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|
GoalVest Advisory LLC
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Up Strategic Wealth Investment Advisors Llc
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MidWestOne Financial Group, Inc.
|
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Redhawk Wealth Advisors, Inc.
|
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|
Wesbanco Bank Inc
|
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|
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Parkside Advisors LLC
|
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|
GFG Capital, LLC
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|
Amplius Wealth Advisors, LLC
|
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|
Sigma Planning Corp
|
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|
Headinvest, Llc
|
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Wells Trecaso Financial Group, LLC
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|
GWM Advisors LLC
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Insight Advisors, LLC/ PA
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Aberdeen Wealth Management LLC
|
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Hansen & Associates Financial Group, Inc.
|
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|
Rockland Trust Co
|
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Childress Capital Advisors, Llc
|
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|
Austin Private Wealth, LLC
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Seven Post Investment Office LP
|
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|
Trexquant Investment LP
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Financial Advocates Investment Management
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Cyndeo Wealth Partners, LLC
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Endowment Wealth Management, Inc.
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Birchbrook, Inc.
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|
Sagard Holdings Management Inc.
|
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|
Asset Planning Corporation
|
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|
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|
CPA Asset Management LLC
|
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|
TRUE Private Wealth Advisors
|
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|
First Western Trust Bank
|
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|
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|
Nixon Peabody Trust Co
|
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|
Mmbg Investment Advisors Co.
|
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|
Ancora Advisors, LLC
|
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|
Fwl Investment Management, Llc
|
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|
Wade Financial Advisory, Inc
|
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|
Webster Bank, N. A.
|
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First Financial Corp /in/
|
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|
Greenwood Capital Associates Llc
|
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|
Pinkerton Retirement Specialists, LLC
|
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|
Sensible Money, LLC
|
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|
All Terrain Financial Advisors, LLC
|
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|
Bangor Savings Bank
|
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|
Bank Of Stockton
|
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|
Vestcor Inc
|
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|
|
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|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
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|
Private Wealth Advisors, LLC
|
|
|
|
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|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Provident Wealth Management, LLC
|
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|
Providence First Trust Co
|
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|
Tranquilli Financial Advisor LLC
|
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|
Beacon Financial Group
|
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|
Client 1st Advisory Group, Llc
|
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|
Meridian Financial, LLC
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|
Edge Financial Advisors LLC
|
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|
Marquette Asset Management, LLC
|
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|
Brighton Jones Llc
|
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|
1st Source Bank
|
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Fortress Private Ledger, Llc
|
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|
Triasima Portfolio Management inc.
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Wetzel Investment Advisors, Inc.
|
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|
SimpliFi, Inc.
|
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Insigneo Advisory Services, Llc
|
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|
AAFMAA Wealth Management & Trust LLC
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|
Whittier Trust Co
|
|
|
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|
SFG Wealth Management, LLC.
|
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|
|
First Foundation Advisors
|
|
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|
Arkadios Wealth Advisors
|
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|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
|
|
Potentia Wealth
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Fort Point Capital Partners LLC
|
|
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|
Prosperity Planning, Inc.
|
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|
|
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|
Alta Wealth Advisors LLC
|
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|
Montecito Bank & Trust
|
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|
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|
Quadrant Capital Group Llc
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|
Brian Low Financial Group, Llc
|
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|
Brand Asset Management Group, Inc.
|
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|
Johns Hopkins University
|
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Investment Partners, Ltd.
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|
|
Zhang Financial LLC
|
|
|
|
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|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
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|
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|
|
Atria Investments Llc
|
|
|
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|
|
Dynamic Advisor Solutions LLC
|
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|
Copperwynd Financial, LLC
|
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|
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|
Pitcairn Co
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
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|
Red Tortoise LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
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|
Diversified Trust Co
|
|
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|
Contravisory Investment Management, Inc.
|
|
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|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
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|
Meridian Financial Partners LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
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|
Alerus Financial Na
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HAP Trading, LLC
|
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|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
EDGI - Advisors' Inner Circle Fund II - 3EDGE Dynamic International Equity ETF
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
Apollon Financial, LLC
|
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|
|
|
|
MGB Wealth Management, LLC
|
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|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
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|
Cove Private Wealth, LLC
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
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|
|
|
Clear Harbor Asset Management, LLC
|
|
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|
Northwest Bancshares, Inc.
|
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|
|
|
|
McKinley Carter Wealth Services, Inc.
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|
Salus Financial Advisors, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
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|
|
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|
Kings Path Partners LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
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|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
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|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
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|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
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|
|
|
|
Massachusetts Financial Services Co /ma/
|
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|
|
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|
Cape Investment Advisory, Inc.
|
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|
|
|
Copley Financial Group, Inc.
|
|
|
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|
Strategy Asset Managers Llc
|
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|
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|
Matrix Private Capital Group Llc
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|
Embree Financial Group
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|
Morris Financial Concepts, Inc.
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|
Eldridge Investment Advisors, Inc.
|
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|
National Asset Management, Inc.
|
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|
|
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|
Windsor Capital Management, LLC
|
|
|
|
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|
Summit Wealth Partners, LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
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|
Gray Private Wealth, LLC
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
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|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Fiera Capital Corp
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|
|
|
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|
Alamar Capital Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
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|
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Stockman Wealth Management, Inc.
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Formidable Asset Management, LLC
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Lansing Street Advisors
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Cumberland Partners Ltd
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Mosaic Financial Group, Llc
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Macquarie Group Ltd
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Catalytic Wealth RIA, LLC
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Exencial Wealth Advisors, Llc
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SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
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Connecticut Wealth Management, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Mairs & Power Inc
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M Wealth Management, LLC
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Texas Capital Bank Wealth Management Services Inc
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MONECO Advisors, LLC
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SCS Capital Management LLC
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Integris Wealth Management, LLC
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DAVENPORT & Co LLC
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Ensign Peak Advisors, Inc
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4Thought Financial Group Inc.
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BCJ Capital Management, LLC
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Litman Gregory Asset Management LLC
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Longview Financial Advisors LLC
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Stordahl Capital Management, Inc.
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CWA Asset Management Group, LLC
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Sachetta, LLC
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Mesirow Financial Investment Management, Inc.
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First Trust Advisors Lp
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Christopher J. Hasenberg, Inc
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MidAtlantic Capital Management, Inc.
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Bank & Trust Co
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Tortoise Investment Management, LLC
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Titleist Asset Management, Llc
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GLOBALT Investments LLC / GA
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Wsfs Capital Management, Llc
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Spire Wealth Management
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Gotham Asset Management, LLC
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Capital Wealth Planning, LLC
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Resources Investment Advisors, LLC.
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Anchor Investment Management, LLC
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Park Avenue Securities Llc
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Signal Advisors Wealth, LLC
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Mechanics Financial Corp
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Goelzer Investment Management, Inc.
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Schrum Private Wealth Management LLC
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CoreFirst Bank & Trust
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Peterson Wealth Advisors, LLC
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Smithfield Trust Co
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Appleton Partners Inc/ma
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Chapin Davis, Inc.
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Ameritas Investment Partners, Inc.
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Community Bank, N.A.
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Bonfire Financial
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Cresset Asset Management, LLC
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Disciplined Investments, LLC
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Resources Management Corp /ct/ /adv
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Nomura Holdings Inc
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Golden Road Advisors Llc
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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Community Trust & Investment Co
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Solstein Capital, LLC
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Armis Advisers, LLC
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Ameriprise Financial Inc
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WFA of San Diego, LLC
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Arbor Trust Wealth Advisors, Llc
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Amara Financial, Llc.
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Bessemer Group Inc
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Creative Planning
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Lowe Wealth Advisors, LLC
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Arbor Investment Advisors, LLC
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CHURCHILL MANAGEMENT Corp
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Ashford Advisors, LLC
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Fulton Bank, N.a.
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Genus Capital Management Inc.
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UMA Financial Services, Inc.
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Asset Management Group, Inc.
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Riverbridge Partners Llc
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Vista Capital Partners, Inc.
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North Star Investment Management Corp.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Citigroup Inc
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Midwest Trust Co
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Pinnacle Wealth Planning Services, Inc.
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Centricity Wealth Management, LLC
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Trust Co Of Vermont
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Main Management LLC
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Taylor, Cottrill, Erickson & Associates, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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Russell Investments Group, Ltd.
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Creekside Partners
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Boston Family Office Llc
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Qube Research & Technologies Ltd
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Smh Capital Advisors Inc
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Wolff Financial Management Llc
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PFG Investments, LLC
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Trellis Wealth Advisors LLC
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Hillcrest Wealth Advisors - NY, LLC
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Foster Dykema Cabot & Partners, Llc
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Inspire Trust Co, N.a.
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Howland Capital Management Llc
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
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Willow Creek Wealth Management Inc.
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Bank Of Hawaii
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Pennsylvania Capital Management Inc /adv
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Ckw Financial Group
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ORBA Wealth Advisors, L.L.C.
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Earnest Partners Llc
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Arrowstreet Capital, Limited Partnership
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Deutsche Bank Ag\
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Jasper Ridge Partners, L.P.
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Telos Capital Management, Inc.
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Royal Fund Management, LLC
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Front Row Advisors LLC
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Financial Advisory Corp /ut/ /adv
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Midwest Professional Planners, LTD.
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Allie Family Office LLC
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Franklin, Parlapiano, Turner & Welch, LLC
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Orgel Wealth Management, LLC
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Tolleson Wealth Management, Inc.
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JNBA Financial Advisors
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Coordinated Financial Services, Inc./CO
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Bensler, LLC
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Mechanics Bank Trust Department
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Aspen Capital Management, LLC
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Intrua Financial, LLC
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Gallacher Capital Management LLC
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Long Run Wealth Advisors, LLC
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Verum Partners LLC
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Boyd Watterson Asset Management Llc/oh
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Monterey Private Wealth, Inc.
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Betterment LLC
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Strs Ohio
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Bridgewater Advisors Inc.
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Coastline Trust Co
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Petix & Botte Co
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Acorn Wealth Advisors, LLC
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Metropolitan Life Insurance Co/ny
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Gibson Capital, LLC
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Purkiss Capital Advisors LLC
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Texas Yale Capital Corp.
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MAI Capital Management
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LJI Wealth Management, LLC
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Gradient Capital Advisors, LLC
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Lakeridge Wealth Management LLC
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POM Investment Strategies, LLC
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|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Wealth Architects, LLC
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Whittier Trust Co Of Nevada Inc
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Next Capital Management LLC
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MJT & Associates Financial Advisory Group, Inc.
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Trilogy Capital Inc.
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Summit Wealth Group Llc / Co
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Yardley Wealth Management LLC
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Awm Capital, Llc
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Beaumont Financial Advisors, LLC
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Bck Capital Management Lp
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Veracity Capital LLC
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Kozak & Associates, Inc.
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Hancock Whitney Corp
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Avant Financial Advisors LLC
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Ironwood Investment Counsel, LLC
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Condor Capital Management
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Wealth Dimensions Group, Ltd.
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Sage Mountain Advisors LLC
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
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Spinnaker Trust
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Grayhawk Investment Strategies Inc.
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Ellis Investment Partners, LLC
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Connor, Clark & Lunn Investment Management Ltd.
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Gladwyn Financial Advisors, Inc.
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Capital Group Private Client Services, Inc.
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SageView Advisory Group, LLC
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Provenance Wealth Advisors, LLC
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Argus Investors' Counsel, Inc.
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WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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|
Peoples Financial Services Corp.
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|
Copia Wealth Management
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Canandaigua National Bank & Trust Co
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Chilton Investment Co Llc
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Security Financial Services, INC.
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Becker Capital Management Inc
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VSM Wealth Advisory, LLC
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CX Institutional
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Csenge Advisory Group
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Valmark Advisers, Inc.
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U.S. Capital Wealth Advisors, LLC
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Evernest Financial Advisors, LLC
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Unique Wealth, Llc
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BTG Pactual Asset Management US LLC
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Advisors Capital Management, LLC
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Chesapeake Wealth Management
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Blue Barn Wealth, LLC
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|
Manufacturers Life Insurance Company, The
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|
Inlight Wealth Management, LLC
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|
Wilkins Miller Wealth Management, LLC
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Comprehensive Money Management Services LLC
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Cottage Street Advisors LLC
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|
Transce3nd, LLC
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Stage Harbor Financial, Llc
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Trust Co Of Toledo Na /oh/
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|
Invesco Ltd.
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|
Hm Payson & Co
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|
Bank Of Nova Scotia
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|
Regent Peak Wealth Advisors LLC
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|
Richard P Slaughter Associates Inc
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|
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|
Nbt Bank N A /ny
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|
Athena Investment Management
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|
Shayne & Co., Llc
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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|
|
|
|
|
BKD Wealth Advisors, LLC
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Sterling Group Wealth Management, LLC
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Northstar Financial Companies, Inc.
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|
Fisher Asset Management, LLC
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Chemistry Wealth Management LLC
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|
Sabal Trust CO
|
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|
|
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|
Crestwood Advisors Group LLC
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Bristlecone Advisors, LLC
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MontVue Capital Management, Inc.
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|
CI Private Wealth, LLC
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Zacks Investment Management
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|
Keystone Global Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
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|
|
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|
Westwood Holdings Group Inc
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|
|
|
|
|
Cascade Financial Partners, LLC
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|
|
|
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|
USA Financial Portformulas Corp
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|
Aspiriant, Llc
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|
Ti-trust, Inc
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Us Financial Advisors, Llc
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NFP Retirement, Inc.
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|
Anchor Capital Management Group Inc
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Rappaport Reiches Capital Management, LLC
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|
American Alpha Advisors, LLC
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|
|
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|
Stock Yards Bank & Trust Co
|
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|
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|
TFB Advisors LLC
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
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|
Foster & Motley Inc
|
|
|
|
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|
Paragon Capital Management Ltd
|
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|
|
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|
Forum Private Client Group LLC
|
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|
Naples Global Advisors, Llc
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Douglass Winthrop Advisors, LLC
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|
Conning Inc.
|
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|
Pathstone Holdings, LLC
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
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|
Alexander Randolph Advisory Inc
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|
|
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
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|
|
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|
Oppenheimer Asset Management Inc.
|
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|
Ellevest, Inc.
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Arcadia Investment Advisors Llc
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Searle & Co.
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|
Quent Capital, LLC
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Penobscot Investment Management Company, Inc.
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|
M. Kulyk & Associates, LLC
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|
|
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|
Squarepoint Ops LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
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|
Camden National Bank
|
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|
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|
Prospera Financial Services Inc
|
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|
Bear Mountain Capital, Inc.
|
|
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|
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|
Magnolia Capital Management Ltd
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|
|
|
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|
St Germain D J Co Inc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
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|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Armstrong Advisory Group, Inc
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BKM Wealth Management, LLC
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|
Summit Financial Strategies, Inc.
|
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|
|
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|
1832 Asset Management L.P.
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|
|
|
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|
Kathmere Capital Management, LLC
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|
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|
Horizons Wealth Management
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|
Baltimore-Washington Financial Advisors, Inc.
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Barrett & Company, Inc.
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Santori & Peters, Inc.
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Bbr Partners, Llc
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Dorsey & Whitney Trust CO LLC
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|
Nicholas Hoffman & Company, LLC.
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Simplicity Wealth,LLC
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Bill Few Associates, Inc.
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|
PMV Capital Advisers, LLC
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|
|
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|
jvl associates llc
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|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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|
|
|
|
|
Miramar Fiduciary Corp
|
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|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Fonville Wealth Management LLC
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SNS Financial Group, LLC
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Integrity Alliance, Llc.
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Fluent Financial, LLC
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Fortis Advisors, LLC
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Country Trust Bank
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Avalon Trust Co
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Cobblestone Capital Advisors Llc /ny/
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Angeles Wealth Management, Llc
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Skopos Labs, Inc.
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Cypress Capital Group
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Bedel Financial Consulting, Inc.
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Jpmorgan Chase & Co
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Chilton Capital Management Llc
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Seneca Financial Advisors LLC
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Asset Allocation & Management Company, LLC
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Aprio Wealth Management, LLC
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LaSalle St. Investment Advisors, LLC
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HMS Capital Management, LLC
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First Merchants Corp
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SOUTH STATE Corp
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Narus Financial Partners, LLC
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Clark Estates Inc/ny
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Gleason Group, Inc.
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Smallwood Wealth Investment Management, LLC
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Fulcrum Capital LLC
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Ipswich Investment Management Co., Inc.
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Sunburst Financial Group, LLC
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Financial Synergies Wealth Advisors, Inc.
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Coston, McIsaac & Partners
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Missouri Trust & Investment Co
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Mather Group, Llc.
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Sharkey, Howes & Javer
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Lwm Advisors Inc
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Colton Groome Financial Advisors, Llc
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Optimum Investment Advisors
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Bleakley Financial Group, LLC
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Greenland Capital Management LP
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LFA - Lugano Financial Advisors SA
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Axiom Financial Strategies, LLC
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Glen Eagle Advisors, LLC
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REAP Financial Group, LLC
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Azimuth Capital Investment Management LLC
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Motco
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Fiduciary Trust Co
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Godshalk Welsh Capital Management, Inc.
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Gemmer Asset Management LLC
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Cooper Financial Group
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Bollard Group LLC
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Colony Family Offices, LLC
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Putnam Fl Investment Management Co
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Wealthspire Advisors, LLC
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Change Path, LLC
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Financial Services Advisory Inc
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United Capital Financial Advisers, Llc
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Monetary Management Group Inc
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Miller Investment Management, LP
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J.w. Cole Advisors, Inc.
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Agf Management Ltd
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Ameritas Advisory Services, LLC
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Trinity Financial Advisors LLC
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Rialto Wealth Management, LLC
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Janney Montgomery Scott LLC
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Stifel Financial Corp
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Glenview Trust Co
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Garrett Investment Advisors LLC
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Harwood Advisory Group, LLC
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Patten & Patten Inc/tn
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Abacus Planning Group, Inc.
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Studio Investment Management Llc
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Vontobel Holding Ltd.
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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Apella Capital, LLC
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West Financial Advisors, LLC
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Alesco Advisors Llc
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Charles Schwab Trust Co
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Founders Financial Alliance, LLC
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Harbor Capital Advisors, Inc.
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Pallas Capital Advisors LLC
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American Trust
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Berkshire Asset Management Llc/pa
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SRS Capital Advisors, Inc.
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Alliancebernstein L.p.
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Wellspring Financial Advisors, LLC
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QMLFX - Advisors Preferred Trust - Quantified Market Leaders Fund Investor Class Shares
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Folger Nolan Fleming Douglas Capital Management, Inc
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AlphaStar Capital Management, LLC
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Vanguard Group Inc
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Partners Capital Investment Group, Llp
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TPG Advisors LLC
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Arcadia Investment Management Corp/mi
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B&l Asset Management Llc
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DiMeo Schneider & Associates, L.L.C.
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Scotia Capital Inc.
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Gluskin Sheff & Assoc Inc
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Insight Wealth Strategies, LLC
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Mpwm Advisory Solutions, Llc
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Rakuten Securities, Inc.
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Moss Adams Wealth Advisors LLC
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Clune & Associates, Ltd.
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RiverGlades Family Offices LLC
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Schechter Investment Advisors, LLC
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Baker Avenue Asset Management, LP
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Gibbs Wealth Management
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Sterling Investment Advisors, Ltd.
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Stephens Inc /ar/
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Leigh Baldwin & Co., Llc
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TCTC Holdings, LLC
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WoodTrust Financial Corp
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Caldwell Securities, Inc
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FC Advisory LLC
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TCP Asset Management, LLC
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Pine Haven Investment Counsel, Inc
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BluePointe Capital Management, LLC
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Boreal Capital Management LLC
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Cambridge Associates Llc /ma/ /adv
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Pinnacle Wealth Management Advisory Group, LLC
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Bank of Marin
|
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Captrust Financial Advisors
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Toronto Dominion Bank
|
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City Holding Co
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Nexus Investment Management ULC
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Addison Advisors LLC
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VisionPoint Advisory Group, LLC
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Gs Investments, Inc.
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Hohimer Wealth Management, Llc
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Hanson & Doremus Investment Management
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Connors Investor Services Inc
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Strive Asset Management, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Octavia Wealth Advisors, LLC
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Callan Capital, LLC
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Nicolet Bankshares Inc
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Atlantic Edge Private Wealth Management, LLC
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Qrg Capital Management, Inc.
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Summit Trail Advisors, Llc
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Sequoia Financial Advisors, LLC
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EP Wealth Advisors, Inc.
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Financial Management Network Inc
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First Heartland Consultants, Inc.
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Great West Life Assurance Co /can/
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City National Bank Of Florida /msd
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Foundations Investment Advisors, LLC
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Two Sigma Securities, Llc
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Kavar Capital Partners Group, Llc
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S&t Bank/pa
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Greenfield FTC, Inc.
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
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Horrell Capital Management, Inc.
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Accredited Investors Inc.
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Trust Point Inc.
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Oakworth Capital, Inc.
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tru Independence LLC
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Bright Financial Advisors, Inc.
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Wealthstream Advisors, Inc.
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Twin Tree Management, LP
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Zions Bancorporation, National Association /ut/
|
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|
|
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|
Cordatus Wealth Management LLC
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|
Zrc Wealth Management, Llc
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|
Signature Securities Group Corporation
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|
Holistic Planning, LLC
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Schneider Downs Wealth Management Advisors, LP
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|
Armor Investment Advisors, LLC
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|
Colonial Trust Co / SC
|
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|
S.A. Mason LLC
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|
Fullerton Fund Management Co Ltd
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Quaker Wealth Management, LLC
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|
Mackenzie Financial Corp
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Westshore Wealth, LLC
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Sterling Capital Management LLC
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HighTower Advisors, LLC
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CoreCap Advisors, LLC
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Exchange Traded Concepts, Llc
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Cary Street Partners Financial Llc
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SkyView Investment Advisors, LLC
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Allen Investment Management LLC
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Fmr Llc
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Steel Peak Wealth Management LLC
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Private Client Services, Llc
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RWM Asset Management, LLC
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Evergreen Capital Management Llc
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Principal Financial Group Inc
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Trivant Custom Portfolio Group, LLC
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Legal & General Group Plc
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Callan Family Office, LLC
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Moisand Fitzgerald Tamayo, LLC
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Ofc Financial Planning, Llc
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Horizon Advisory Services, Inc.
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Well Done, LLC
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Bigelow Investment Advisors, LLC
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Sittner & Nelson, Llc
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Tacita Capital Inc
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CAPROCK Group, Inc.
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Kiker Wealth Management, LLC
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Roble, Belko & Company, Inc
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Horan Capital Advisors, LLC.
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Traynor Capital Management, Inc.
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Brown Brothers Harriman & Co
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Sonata Capital Group Inc
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Oak Harbor Wealth Partners, Llc
|
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|
Bank of Jackson Hole Trust
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|
Susquehanna International Group, Llp
|
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|
Snowden Capital Advisors LLC
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Brickley Wealth Management
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Mariner, LLC
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AlTi Global, Inc.
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Institute for Wealth Management, LLC.
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Ascension Capital Advisors, Inc.
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Arcus Capital Partners, LLC
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Argentarii, LLC
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Turn8 Private Wealth Inc.
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Tobias Financial Advisors, Inc.
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Old National Bancorp /in/
|
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German American Bancorp, Inc.
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|
Modern Wealth Management, LLC
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Elser Financial Planning, Inc
|
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|
Emprise Bank
|
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|
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|
Brinker Capital Investments, LLC
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
ORG Wealth Partners, LLC
|
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|
|
|
|
Alpha Financial Advisors, LLC
|
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|
|
|
|
Morgan Stanley
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
|
|
|
MBL Wealth, LLC
|
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|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
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|
Greenwich Wealth Management LLC
|
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|
|
|
Citizens Financial Group Inc/ri
|
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Mill Creek Capital Advisors, LLC
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|
Kovack Advisors, Inc.
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|
Investmark Advisory Group LLC
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Verger Capital Management LLC
|
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|
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|
Ridgewood Investments LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Brewster Financial Planning LLC
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|
Soros Fund Management Llc
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Confluence Wealth Services, Inc.
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DT Investment Partners, LLC
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White Lighthouse Investment Management Inc.
|
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|
|
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Keystone Financial Group
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|
|
|
|
C M Bidwell & Associates Ltd
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|
Tfo-tdc, Llc
|
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|
American Financial Advisors, LLC
|
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Defined Wealth Management, Llc
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Avion Wealth
|
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|
Parkworth Wealth Management, Inc.
|
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|
|
|
Central Bank & Trust Co
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|
|
|
|
|
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
|
|
|
|
|
Cwm, Llc
|
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|
|
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|
RiverFront Investment Group, LLC
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|
GEM Asset Management, LLC
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|
JMG Financial Group, Ltd.
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|
Frank, Rimerman Advisors LLC
|
|
|
|
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|
Moller Financial Services
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|
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|
Northwestern Mutual Wealth Management Co
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|
Horan Securities, Inc.
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|
Sage Financial Management Group, Inc.
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|
Capital Planning Advisors, LLC
|
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|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
|
|
|
|
|
|
Aspect Partners, LLC
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|
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|
Congress Wealth Management LLC / DE /
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|
Arrien Investments, Inc.
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Ohio National Investments, Inc.
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Maple Capital Management, Inc.
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Olympus Wealth Management, Llc
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Klingman & Associates, LLC
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|
Private Wealth Group, LLC
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|
Keeley-Teton Advisors, LLC
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|
Tsfg, Llc
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Graypoint LLC
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Oarsman Capital, Inc.
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Jackson Hole Capital Partners, LLC
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Morling Financial Advisors, LLC
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Florida Financial Advisors, Llc
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GSB Wealth Management, LLC
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Probity Advisors, Inc.
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|
IFP Advisors, Inc
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Abound Wealth Management
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|
True Link Financial Advisors, LLC
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|
Gould Asset Management Llc /ca/
|
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|
Parsons Capital Management Inc/ri
|
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|
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|
Envestnet Asset Management Inc
|
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|
|
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|
Merit Financial Group, LLC
|
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|
Cherry Tree Wealth Management, LLC
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|
Strategies Wealth Advisors, LLC
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|
Welch & Forbes Llc
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|
Marquette Associates, Inc.
|
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|
Camarda Financial Advisors, LLC
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Mycio Wealth Partners, Llc
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Sentinel Wealth Management, Inc.
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Banco Bilbao Vizcaya Argentaria, S.a.
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SYM FINANCIAL Corp
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3
|
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Keybank National Association/oh
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Twin Focus Capital Partners, Llc
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Clear Creek Financial Management, LLC
|
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Genesee Capital Advisors, LLC
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Glassman Wealth Services
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Riversedge Advisors, Llc
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Uptown Financial Advisors LLC
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NWF Advisory Services Inc.
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Mkd Wealth Coaches, Llc
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Hoge Financial Services, Llc
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Hartland & Co., LLC
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Flower City Capital
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Elgethun Capital Management
|
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River Wealth Advisors LLC
|
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AllSquare Wealth Management LLC
|
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|
Hilltop National Bank
|
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|
UBS Group AG
|
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|
Donaldson Capital Management, Llc
|
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Regions Financial Corp
|
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Bank OZK
|
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Main Street Group, LTD
|
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Cooksen Wealth, LLC
|
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Meridian Wealth Management, LLC
|
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Dougherty Wealth Advisers LLC
|
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Yoffe Investment Management, LLC
|
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Blankinship & Foster, LLC
|
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PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3
|
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|
|
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Ami Investment Management Inc
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Sagespring Wealth Partners, Llc
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Tudor Financial Inc.
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Resolute Advisors LLC
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Clifford Swan Investment Counsel Llc
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Thrive Wealth Management, LLC
|
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Cetera Investment Advisers
|
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Jain Global LLC
|
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Forum Financial Management, LP
|
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Simon Quick Advisors, Llc
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Baron Financial Group, LLC
|
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Staley Capital Advisers Inc
|
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Wells Fargo & Company/mn
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Summit Asset Management, LLC
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Ballast Advisors Llc
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Focus Financial Network, Inc.
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Newport Capital Group, LLC
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Heritage Investors Management Corp
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Point72 Asset Management, L.P.
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Ashton Thomas Private Wealth, LLC
|
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Leith Wheeler Investment Counsel Ltd.
|
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|
United Bank
|
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Baron Wealth Management LLC
|
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State Board Of Administration Of Florida Retirement System
|
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Advyzon Investment Management, LLC
|
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Oppenheimer & Co Inc
|
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Jump Financial, LLC
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Stairway Partners, LLC
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Aua Capital Management, Llc
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Flagship Wealth Advisors, Llc
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WASHINGTON TRUST Co
|
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SIH Partners, LLLP
|
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Tiemann Investment Advisors, Llc
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Apeiron RIA LLC
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Maseco Llp
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Sax Wealth Advisors, Llc
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EWG Elevate Inc.
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IAM Advisory, LLC
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Nestegg Advisors, Inc.
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Financial Insights, Inc.
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Flaharty Asset Management, LLC
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Lee Danner & Bass Inc
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InvesTrust
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First Hawaiian Bank
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JDM Financial Group LLC
|
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|
Cibc World Markets Corp
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Grandfield & Dodd, Llc
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Ascent Group, LLC
|
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Compass Planning Associates Inc
|
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|
Berkshire Bank
|
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|
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|
Midland Wealth Advisors Llc
|
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|
Mutual Advisors, LLC
|
|
|
|
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|
Marshall Financial Group Inc /adv
|
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Gladstone Institutional Advisory LLC
|
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Financial Engines Advisors L.L.C.
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Sapient Capital Llc
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Macroview Investment Management Llc
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Ronald Blue Trust, Inc.
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Fidelis Capital Partners, LLC
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Hoese & Co LLP
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Delta Financial Advisors Llc
|
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|
Rsm Us Wealth Management Llc
|
|
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|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
|
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|
Red Cedar Investment Management, Llc
|
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Financial Enhancement Group LLC
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Ramsay, Stattman, Vela & Price, Inc.
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Planned Solutions, Inc.
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HFG Advisors, Inc.
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New Harbor Financial Group, LLC
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BTC Capital Management, Inc.
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ODonnell Financial Services, LLC
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Asset Dedication, LLC
|
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|
|
|
Good Life Advisors, LLC
|
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|
|
|
Transcend Wealth Collective, Llc
|
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|
|
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Brookstone Capital Management
|
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|
|
|
Farther Finance Advisors, LLC
|
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|
|
|
Great Diamond Partners, LLC
|
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Hills Bank & Trust Co
|
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|
|
Ironwood Investment Management Llc
|
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|
|
Jacobi Capital Management LLC
|
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|
|
MKT Advisors LLC
|
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|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
LOM Asset Management Ltd
|
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|
|
Crescent Grove Advisors, LLC
|
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|
|
Waterloo Capital, L.P.
|
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Latigo Investments, LLC
|
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|
Massmutual Trust Co Fsb/adv
|
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William Howard & Co Financial Advisors Inc
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World Equity Group, Inc.
|
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|
Panagora Asset Management Inc
|
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|
Lake Street Financial Llc
|
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|
Kohmann Bosshard Financial Services, LLC
|
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|
|
|
|
Independent Advisor Alliance
|
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|
|
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|
Farmers Trust Co
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XTX Topco Ltd
|
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Savvy Advisors, Inc.
|
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First American Trust, Fsb
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LBJ Family Wealth Advisors, Ltd.
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|
|
Red Lighthouse Investment Management, Llc
|
|
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|
|
Board of Trustees of The Leland Stanford Junior University
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
NorthCrest Asset Manangement, LLC
|
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Linscomb & Williams, Inc.
|
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|
Centerpoint Advisors, LLC
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Bradley Foster & Sargent Inc/ct
|
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|
|
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|
Concord Wealth Partners
|
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|
|
|
|
Landmark Wealth Management, LLC
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|
Providence Capital Advisors, LLC
|
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|
United Asset Strategies, Inc.
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Michels Family Financial, LLC
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Prudential Financial Inc
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|
Harbour Investments, Inc.
|
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|
Vertex Planning Partners, LLC
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|
Pacific Center for Financial Services
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|
Fifth Third Bancorp
|
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|
|
Foundation Wealth Management, LLC\PA
|
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|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
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|
|
|
|
Walleye Trading LLC
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|
Keudell/Morrison Wealth Management
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|
Atomi Financial Group, Inc.
|
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|
|
|
|
Dimension Capital Management Llc
|
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|
Alpha Omega Wealth Management LLC
|
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|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Lepercq De Neuflize Asset Management LLC
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|
Montis Financial, LLC
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|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
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|
Tidemark, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
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|
|
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|
1 North Wealth Services Llc
|
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|
Geneos Wealth Management Inc.
|
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|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
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|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Kilter Group LLC
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|
Plum Street Advisors, LLC
|
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|
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|
Corundum Group, Inc.
|
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|
|
|
|
Kingsview Wealth Management, LLC
|
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|
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|
Delos Wealth Advisors, LLC
|
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|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
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|
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|
Tribridge Partners Financial LLC
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|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
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|
Birch Hill Investment Advisors LLC
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|
1620 Investment Advisors, Inc.
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|
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|
Sage Rhino Capital Llc
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|
Keystone Wealth Services, LLC
|
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|
Windward Private Wealth Management Inc.
|
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|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Davis R M Inc
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|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Interactive Financial Advisors
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|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Financial Life Advisors
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|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
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|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Shelton Capital Management
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|
|
|
|
|
Roxbury Financial LLC
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|
|
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|
Northern Trust Corp
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|
|
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|
Gables Capital Management Inc.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Innova Wealth Partners
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|
Johnson Financial Group, LLC
|
|
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|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
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|
Joseph Group Capital Management
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|
Meridian Investment Counsel Inc.
|
|
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|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Corundum Trust Company, INC
|
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|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
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|
|
|
|
Truist Financial Corp
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|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
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|
Keel Point, LLC
|
|
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|
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|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Westmount Partners, LLC
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|
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|
Cahill Financial Advisors Inc
|
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|
Advisor Group Holdings, Inc.
|
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|
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|
Rakuten Investment Management, Inc.
|
|
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|
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|
RMR Wealth Builders
|
|
|
|
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|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
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|
Archetype Wealth Partners
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|
|
|
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|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
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|
|
|
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|
BIP Wealth, LLC
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|
|
|
|
|
Whalerock Point Partners, Llc
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|
|
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|
Trust Co of the South
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|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
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|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
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|
Austin Asset Management Co Inc
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|
|
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|
Pflug Koory, LLC
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|
|
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|
Creative Capital Management Investments LLC
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|
|
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|
West Bancorporation Inc
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|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
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|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
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|
First Financial Bank - Trust Division
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
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|
Sunbelt Securities, Inc.
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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Trans-Canada Capital Inc.
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Moody Lynn & Lieberson, Llc
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Fortis Group Advisors, LLC
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Verdence Capital Advisors LLC
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Redwood Investment Management, Llc
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CNB Bank
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SOL Capital Management CO
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Legacy Trust
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VestGen Advisors, LLC
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Hazlett, Burt & Watson, Inc.
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Financial Advisory Service, Inc.
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American National Bank
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Woodstock Corp
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Premier Path Wealth Partners, LLC
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ATGSX - Northern Lights Fund Trust IV - Anchor Risk Managed Global Strategies Fund Institutional Class Shares
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Investor's Fiduciary Advisor Network, LLC
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James J. Burns & Company, LLC
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NWK Group, Inc.
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Creekmur Asset Management LLC
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Park National Corp /oh/
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JSF Financial, LLC
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Tilson Financial Group, Inc.
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BSW Wealth Partners
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HEFA - iSHARES TRUST - iShares Currency Hedged MSCI EAFE ETF
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First National Bank & Trust Co Of Newtown
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Advisor OS, LLC
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State of Tennessee, Treasury Department
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Roberts Glore & Co Inc /il/
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Stratos Wealth Advisors, LLC
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Manhattan West Asset Management, LLC
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Family Firm, Inc.
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MBA Advisors LLC
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Bank Of America Corp /de/
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Cedar Point Capital Partners, LLC
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Steward Partners Investment Advisory, Llc
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Lido Advisors, LLC
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SeaBridge Investment Advisors LLC
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Garde Capital, Inc.
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PBMares Wealth Management LLC
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Davis Capital Management
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Sterling Investment Advisors Llc /adv
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Lazard Asset Management Llc
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Center for Financial Planning, Inc.
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Ark & Tlk Investments, Llc
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North Berkeley Wealth Management, LLC
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Financial Advisory Corp
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Sageworth Trust Co
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TCI Wealth Advisors, Inc.
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FineMark National Bank & Trust
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Harbour Capital Advisors, LLC
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Park Edge Advisors, LLC
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Bath Savings Trust Co
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Future You Wealth Llc
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Alley Investment Management Company, LLC
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Counterweight Ventures, LLC
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Evermay Wealth Management Llc
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Stelac Advisory Services LLC
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Truefg, Llc
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Rockwood Wealth Management, LLC
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Pandora Wealth, Inc.
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Bfsg, Llc
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Blake Schutter Theil Wealth Advisors, LLC
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Tradition Wealth Management, LLC
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Ramirez Asset Management, Inc.
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Private Advisor Group, LLC
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American Investment Services, Inc.
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Gts Securities Llc
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Coordinated Financial Services, Inc.
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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Oxford Financial Group Ltd
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Seven Mile Advisory
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Duncker Streett & Co Inc
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Total Wealth Planning, Llc
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Smartleaf Asset Management LLC
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Private Wealth Management Group, LLC
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Kestra Advisory Services, LLC
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Patton Fund Management, Inc.
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Marcum Wealth, LLC
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Croban
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HCR Wealth Advisors
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Advisor Resource Council
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MCF Advisors LLC
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REDW Wealth LLC
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Total Investment Management Inc
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Tocqueville Asset Management L.p.
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Associated Banc-corp
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Valley Financial Group, Inc.
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Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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ORILX - North Square Investments Trust - NORTH SQUARE MULTI STRATEGY FUND CLASS A
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Archer Investment Corp
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Carnegie Capital Asset Management, LLC
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Panoramic Capital Partners, LLC
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Liberty Square Wealth Partners Llc
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Firestone Capital Management
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Arvest Bank Trust Division
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Certified Advisory Corp
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Harbor Advisory Corp /ma/
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Orion Capital Management LLC
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Discipline Wealth Solutions, LLC
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Connable Office Inc
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IMG Wealth Management, Inc.
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North Dallas Bank & Trust Co
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Lindbrook Capital, Llc
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Grove Bank & Trust
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Martin & Co Inc /tn/
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Wealthfront Advisers Llc
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Acadian Asset Management Llc
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Integrated Investment Consultants, LLC
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DBK Financial Counsel, LLC
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CMG Global Holdings, LLC
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Graves-Light Private Wealth Management, Inc.
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Alpha Cubed Investments, LLC
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Widmann Financial Services, Inc.
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Westside Investment Management, Inc.
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Capital Analysts, Inc.
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Icon Wealth Advisors, LLC
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Arvest Investments, Inc.
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GAMMA Investing LLC
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Larson Financial Group LLC
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Fifth Third Wealth Advisors LLC
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Pioneer Trust Bank N A/or
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Kestra Investment Management, LLC
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Helen Stephens Group, LLC
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Vestor Capital, Llc
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Granby Capital Management, LLC
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South Plains Financial, Inc.
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Howe & Rusling Inc
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Visionary Wealth Advisors
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MorganRosel Wealth Management, LLC
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Eq Wealth Advisors, Llc
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Castle Wealth Management Llc
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Washington Trust Bank
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Adviser Investments LLC
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Accel Wealth Management
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TD Waterhouse Canada Inc.
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Wedbush Securities Inc
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SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1
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|
Rogco, Lp
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Country Club Bank /gfn
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Freestone Capital Holdings, LLC
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Ironwood Financial, llc
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Highline Wealth Partners Llc
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Avantax Planning Partners, Inc.
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Highland Capital Management, Llc
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OMNI 360 Wealth, Inc.
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Saxon Interests, Inc.
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SOA Wealth Advisors, LLC.
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Adirondack Trust Co
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Cardinal Point Capital Management, ULC
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Plante Moran Financial Advisors, LLC
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Aries Wealth Management
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Retirement Income Solutions, Inc
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Catalyst Financial Partners Llc
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Zeit Capital LLC
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Oldfather Financial Services, LLC
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Beirne Wealth Consulting Services, LLC
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Turim 21 Investimentos Ltda.
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Oakwell Private Wealth Management, LLC
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Kovitz Investment Group Partners, LLC
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Monte Financial Group, LLC
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Interchange Capital Partners, LLC
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IAG Wealth Partners, LLC
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Essex Financial Services, Inc.
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Park Place Capital Corp
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Fiduciary Alliance LLC
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Bokf, Na
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Virtue Capital Management, LLC
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Affiance Financial, LLC
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Finward Bancorp
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|
Burney Co/
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|
LTG Capital LLC
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|
OneAscent Financial Services LLC
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|
Rossmore Private Capital
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DB Fitzpatrick & Co, Inc
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Accredited Wealth Management, LLC
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PKS Advisory Services, LLC
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Vance Wealth, Inc.
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Summit Financial Consulting LLC
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Fountainhead AM, LLC
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Jarislowsky, Fraser Ltd
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Three Bridge Wealth Advisors, LLC
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Eagle Rock Investment Company, Llc
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Calamos Wealth Management LLC
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Axis Wealth Partners, LLC
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Sar Wealth Management Group, Llc
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Burke & Herbert Bank & Trust Co
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Wedmont Private Capital
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|
CVA Family Office, LLC
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|
Amarillo National Bank
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|
Wolff Wiese Magana Llc
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|
Gilman Hill Asset Management, LLC
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Beaird Harris Wealth Management, LLC
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|
Creative Financial Designs Inc /adv
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Apexium Financial, Lp
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Avantax Advisory Services, Inc.
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Pettinga Financial Advisors, LLC
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Mml Investors Services, Llc
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Brown Advisory Inc
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Private Wealth Asset Management, LLC
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|
Hollencrest Capital Management
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Parisi Gray Wealth Management
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|
Redwood Park Advisors LLC
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|
Evolution Wealth Advisors, LLC
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|
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|
Hiley Hunt Wealth Management
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|
Urban Financial Advisory Corp
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|
Centennial Bank/AR/
|
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|
Acima Private Wealth, Llc
|
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|
Curbstone Financial Management Corp
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|
First National Trust Co
|
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|
Sentinel Trust Co Lba
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|
Family Office Research LLC
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|
Gamco Investors, Inc. Et Al
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One Capital Management, LLC
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Chevy Chase Trust Holdings, Inc.
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Arcataur Capital Management LLC
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iA Global Asset Management Inc.
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|
Cim Investment Mangement Inc
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|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
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|
|
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|
Morton Brown Family Wealth, LLC
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|
Rodgers & Associates, LTD
|
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|
Concord Asset Management, LLC/VA
|
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|
Breakwater Investment Management
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|
HT Partners LLC
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NorthRock Partners, LLC
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|
Sovereign Financial Group, Inc.
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Fiduciary Group LLC
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McClarren Financial Advisors, Inc.
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|
Hillman Capital Management, Inc.
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Deroy & Devereaux Private Investment Counsel Inc
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|
Cape Ann Savings Bank
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|
Nisa Investment Advisors, Llc
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|
Synovus Financial Corp
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Jackson, Grant Investment Advisers, Inc.
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Cornerstone Management, Inc.
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Bridges Investment Management Inc
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Td Asset Management Inc
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|
Stephenson National Bank & Trust
|
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|
|
|
|
Kennebec Savings Bank
|
|
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|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Rothschild Investment Llc
|
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|
|
|
|
Curated Wealth Partners LLC
|
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|
|
|
|
Peapack Gladstone Financial Corp
|
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|
|
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|
Us Bancorp \de\
|
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|
Hengehold Capital Management Llc
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|
L.K. Benson & Company, P.C.
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|
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|
Capital International Investors
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|
Sound Income Strategies, LLC
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|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Weaver Capital Management LLC
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|
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|
Wcm Investment Management, Llc
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|
Hunting Hill Global Capital, LLC
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|
Kingswood Wealth Advisors, Llc
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|
Badgley Phelps Wealth Managers, LLC
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|
|
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|
We Are One Seven, LLC
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|
|
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|
Sepio Capital, LP
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Field & Main Bank
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|
Lafayette Investments, Inc.
|
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|
Wbh Advisory Inc
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|
Huntington National Bank
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|
Wetherby Asset Management Inc
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|
Steigerwald, Gordon & Koch Inc.
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Argent Trust Co
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|
Venture Visionary Partners LLC
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|
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|
Founders Grove Wealth Partners, Llc
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|
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|
Great Waters Wealth Management
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|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
Second Line Capital, LLC
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|
|
|
|
First National Bank Of Omaha
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|
Marathon Strategic Advisors, LLC
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|
Antonelli Financial Advisors, LLC
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|
Cynosure Management, Llc
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Thompson Siegel & Walmsley Llc
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Cerity Partners LLC
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|
GM Advisory Group, Inc.
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Cohen Klingenstein LLC
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Consultiva Wealth Management, Corp.
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|
Joel Isaacson & Co., LLC
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Elk River Wealth Management, LLC
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|
EFG Asset Management (Americas) Corp.
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|
Mizuho Markets Americas Llc
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|
Hopwood Financial Services, Inc.
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|
First Commonwealth Financial Corp /pa/
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Laird Norton Trust Company, Llc
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|
Colorado Capital Management, Inc.
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|
Global Strategic Investment Solutions, LLC
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|
First Financial Bankshares Inc
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|
Wooster Corthell Wealth Management, Inc.
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|
Keebeck Wealth Management, LLC
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|
RVW Wealth, LLC
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Citizens Business Bank
|
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|
Continuum Advisory, LLC
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|
Ntv Asset Management Llc
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|
Paladin Advisory Group, LLC
|
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|
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Sentinus, LLC
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Axos Invest Inc.
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Roman Butler Fullerton & Co
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Revolve Wealth Partners, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Baird Financial Group, Inc.
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Moser Wealth Advisors, LLC
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Fortis Capital Advisors, LLC
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Credit Agricole S A
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Cambridge Advisors Inc.
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Spectrum Wealth Counsel, LLC
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Knights of Columbus Asset Advisors LLC
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Fi3 FINANCIAL ADVISORS, LLC
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Aqr Capital Management Llc
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Capital Fund Management S.a.
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WealthCollab, LLC
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Vested Financial Planning, LLC
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Capital Advantage, Inc.
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Lavaca Capital Llc
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Curio Wealth, Llc
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Moneta Group Investment Advisors Llc
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O'Connor Financial Group LLC
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IHT Wealth Management, LLC
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Pacific Sage Partners, LLC
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Shulman DeMeo Asset Management LLC
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Old Mission Capital Llc
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Harbor Investment Advisory, Llc
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CIBC Private Wealth Group, LLC
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Courier Capital Llc
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Shoker Investment Counsel, Inc.
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Omnia Family Wealth, LLC
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Transatlantique Private Wealth Llc
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FLC Capital Advisors
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Topsail Wealth Management, LLC
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Sig Brokerage, Lp
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Gerber, Llc
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Colonial Trust Advisors
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Granite FO LLC
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MTM Investment Management, LLC
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Eq Llc
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Northeast Investment Management
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CIBC World Markets Inc.
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Consolidated Planning Corp
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Arete Wealth Advisors, LLC
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Belmont Capital, LLC
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Yukon Wealth Management, Inc.
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Consilium Wealth Advisory, LLC
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First Bancorp, Inc /ME/
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TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
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Cary Street Partner Investment Advisory Llc
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Holderness Investments Co
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Norden Group Llc
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Cheviot Value Management, LLC
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Perritt Capital Management Inc
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Sageworth Trust Co of South Dakota
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Register Financial Advisors LLC
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LPL Financial LLC
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Aspen Investment Management Inc
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First American Bank
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Nwam Llc
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Valeo Financial Advisors, LLC
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Integrated Wealth Concepts LLC
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Bailard, Inc.
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Pitti Group Wealth Management, LLC
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MSH Capital Advisors LLC
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Sandy Cove Advisors, LLC
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McAdam, LLC
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Select Asset Management & Trust
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Key FInancial Inc
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Hardin Capital Partners, LLC
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Albion Financial Group /ut
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New England Private Wealth Advisors LLC
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Tanaka Capital Management Inc
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Saxony Capital Management, LLC
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Aristotle Capital Management, LLC
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GFS Advisors, LLC
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Beutel, Goodman & Co Ltd.
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Salomon & Ludwin, LLC
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Patriot Investment Management Inc.
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Peoples Bank /oh
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Rainier Family Wealth Inc
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Efficient Advisors, LLC
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Atwood & Palmer Inc
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Royal Bank Of Canada
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Greenfield Savings Bank
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Rathbone Brothers plc
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Commonwealth Equity Services, Llc
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James Investment Research Inc
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Clarius Group, LLC
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Truepoint, Inc.
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CSM Advisors, LLC
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GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
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Mayfair Advisory Group, LLC
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National Bank Of Canada /fi/
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New Covenant Trust Company, N.A.
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Salem Investment Counselors Inc
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Paradigm Financial Partners, Llc
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3Chopt Investment Partners, LLC
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Golden State Wealth Management, LLC
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Northwest Capital Management Inc
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Prism Advisors, Inc.
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Mainstay Capital Management Llc /adv
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Venturi Wealth Management, LLC
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Cubist Systematic Strategies, LLC
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Capital Advisors, Ltd. LLC
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Parkside Financial Bank & Trust
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Fidelity D & D Bancorp Inc
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Davidson Trust Co
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Gillespie Robinson & Grimm Inc
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Parallel Advisors, LLC
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Pinnacle Associates Ltd
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MetLife Investment Management, LLC
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Little House Capital Llc
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International Assets Investment Management, Llc
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Foster Victor Wealth Advisors, LLC
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Cornerstone Wealth Advisors, Inc.
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Seacrest Wealth Management, Llc
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Essex Savings Bank
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Eastern Bank
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Canton Hathaway, LLC
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Nova Wealth Management, Inc.
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First Citizens Financial Corp
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DDFG, Inc
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ProVise Management Group, LLC
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Klingenstein Fields & Co Lp
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Millstone Evans Group, LLC
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Chesley Taft & Associates LLC
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Quest 10 Wealth Builders, Inc.
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Atria Wealth Solutions, Inc.
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Etesian Wealth Advisors, Inc.
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Sargent Investment Group, LLC
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Clarity Financial LLC
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Thompson Investment Management, Inc.
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Farmers & Merchants Trust Co of Long Beach
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Enterprise Bank & Trust Co
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Headlands Technologies LLC
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Equitable Holdings, Inc.
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Cfm Wealth Partners Llc
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Global View Capital Management LLC
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Ibex Wealth Advisors
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Fortitude Family Office, LLC
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Centurion Wealth Management LLC
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AdvisorNet Financial, Inc
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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YHB Investment Advisors, Inc.
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Tillman Hartley LLC
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Pnc Financial Services Group, Inc.
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Pin Oak Investment Advisors Inc
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Wellington Management Group Llp
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Lion Street Advisors, LLC
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Alpine Bank Wealth Management
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Leverty Financial Group, LLC
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First National Bank Sioux Falls
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Blair William & Co/il
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Transcendent Capital Group LLC
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Plancorp, LLC
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Journey Advisory Group, LLC
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Operose Advisors LLC
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CFS Investment Advisory Services, LLC
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Americana Partners, LLC
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Acropolis Investment Management, LLC
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Cooper/haims Advisors, Llc
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Berkshire Money Management, Inc.
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Thornburg Investment Management Inc
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RMB Capital Management, LLC
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Cortland Associates Inc/mo
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Bragg Financial Advisors, Inc
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Burkett Financial Services, Llc
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Millennium Management Llc
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Forza Wealth Management, LLC
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Garner Asset Management Corp
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Precedent Wealth Partners, Llc
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Palisade Asset Management, LLC
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Sunflower Bank, N.A.
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Bearing Point Capital, Llc
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Family Legacy Financial Solutions, LLC
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Guidance Point Advisors, LLC
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Willner & Heller, Llc
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Capital Management Associates, Inc
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O'shaughnessy Asset Management, Llc
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McLean Asset Management Corp
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Turtle Creek Wealth Advisors, LLC
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Wealth Preservation Advisors, LLC
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Towerpoint Wealth, LLC
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J. Safra Sarasin Holding AG
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Equitable Trust Co
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Valued Retirements, Inc.
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Carret Asset Management, Llc
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Beese Fulmer Investment Management, Inc.
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Talon Private Wealth, LLC
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Nikulski Financial, Inc.
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Diversified Portfolios, Inc.
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Neumann Capital Management, LLC
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Daymark Wealth Partners, Llc
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Presper Financial Architects, LLC
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Rice Partnership, LLC
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Greenleaf Trust
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AE Wealth Management LLC
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Bull Street Advisors, LLC
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McElhenny Sheffield Capital Management, LLC
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PDS Planning, Inc
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Park Square Financial Group, LLC
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AMG National Trust Bank
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Waterway Wealth Management, LLC
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Atlas Capital Advisors Llc
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Measured Risk Portfolios, Inc.
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Volterra Technologies LP
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Bond & Devick Financial Network, Inc.
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Clarus Wealth Advisors
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Security National Bank Of So Dak
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Romano Brothers And Company
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CIBC Asset Management Inc
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Harris Associates L P
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Pasadena Private Wealth, LLC
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Sei Investments Co
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Phillips Financial Management, Llc
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Nicolet Advisory Services, Llc
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Moloney Securities Asset Management, LLC
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Gries Financial Llc
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Founders Financial Securities Llc
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Moors & Cabot, Inc.
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Waldron Private Wealth LLC
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MPS Loria Financial Planners, LLC
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Allworth Financial LP
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HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
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Means Investment Co., Inc.
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Climber Capital SA
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Intellectus Partners, LLC
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Sawyer & Company, Inc
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Capstone Investment Advisors, Llc
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Financial Advisors Network, Inc.
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ORG Partners LLC
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Css Llc/il
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Private Management Group Inc
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Cypress Wealth Services, LLC
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Financial Guidance Group, Inc.
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Capital Investment Advisory Services, LLC
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Harvest Investment Services, LLC
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New Age Alpha Advisors, LLC
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Fortis Capital Management LLC
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Johnson Investment Counsel Inc
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M1 Capital Management LLC
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Marshall Wace, Llp
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Parallax Volatility Advisers, L.P.
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Clear Point Advisors Inc.
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CRA Financial Services, LLC
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Paulson Wealth Management Inc.
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Trustmark National Bank Trust Department
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Capital Performance Advisors Llp
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Bnp Paribas Arbitrage, Sa
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Johnson Financial Group, Inc.
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ESL Trust Services, LLC
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Richmond Investment Services, LLC
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Fairman Group, LLC
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Harvest Investment Advisors, LLC
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Close Asset Management Ltd
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Stephens Consulting, LLC
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QTR Family Wealth, LLC
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Index Fund Advisors, Inc.
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Alberta Investment Management Corp
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Richards, Merrill & Peterson, Inc.
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Heritage Family Offices, LLP
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Sunpointe, LLC
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Signaturefd, Llc
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Wealthcare Advisory Partners LLC
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Sykon Capital Llc
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Grant/GrossMendelsohn, LLC
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N.E.W. Advisory Services LLC
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West Paces Advisors Inc.
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Transamerica Financial Advisors, Inc.
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Common Fund For Nonprofit Organizations
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Jfs Wealth Advisors, Llc
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Eukles Asset Management
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Archvest Wealth Advisors, Inc.
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Eagle Global Advisors Llc
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Sanibel Captiva Trust Company, Inc.
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Atticus Wealth Management, Llc
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Del-Sette Capital Management, LLC
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Sound Stewardship, LLC
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Axxcess Wealth Management, Llc
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Farrell Financial LLC
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Okabena Investment Services Inc
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Clientfirst Wealth Management, LLC
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NewEdge Wealth, LLC
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Sage Financial Group Inc
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Lyell Wealth Management, Lp
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Atalanta Sosnoff Capital, Llc
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Pure Financial Advisors, Inc.
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Berkeley Capital Partners, LLC
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Clarkston Capital Partners, LLC
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Bahl & Gaynor Inc
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Independence Bank of Kentucky
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Cornerstone Wealth Management, LLC
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Krilogy Financial LLC
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Meeder Advisory Services, Inc.
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Jane Street Group, Llc
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Balentine LLC
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Family Management Corp
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Summit Wealth & Retirement Planning, Inc.
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Relyea Zuckerberg Hanson LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
F&V Capital Management, LLC
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|
Empower Advisory Group, LLC
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Richard W. Paul & Associates, LLC
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Fundamentun, Llc
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BRYN MAWR TRUST Co
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Element Wealth, LLC
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Augustine Asset Management Inc
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MEMBERS Trust Co
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VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
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Kayne Anderson Rudnick Investment Management Llc
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Windsor Advisory Group, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Leo Wealth, LLC
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DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
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Sun Life Financial Inc
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Rebalance, Llc
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Retirement Systems of Alabama
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NewSquare Capital LLC
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Private Capital Management Llc
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Trust Co
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ERn Financial, LLC
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Logan Stone Capital, LLC
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Pinnacle Family Advisors, LLC
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Caerus Investment Advisors, LLC
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Jefferies Financial Group Inc.
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Armbruster Capital Management, Inc.
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Thoroughbred Financial Services, Llc
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Financial Partners Group, Inc
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Ausdal Financial Partners, Inc.
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Sigma Investment Counselors Inc
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Forefront Analytics, LLC
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Vise Technologies, Inc.
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Lowe Brockenbrough & Co Inc
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Readystate Asset Management Lp
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IFG Advisory, LLC
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Vista Private Wealth Partners. LLC
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RKL Wealth Management LLC
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Lincoln Capital Corp
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Boltwood Capital Management
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Liberty Wealth Management Llc
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Federated Hermes, Inc.
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Biltmore Family Office, LLC
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Brown, Lisle/cummings, Inc.
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Crewe Advisors LLC
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Family Capital Trust Co
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BridgePort Financial Solutions, LLC
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Elevatus Welath Management
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Tarbox Family Office, Inc.
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Pacifica Partners Inc.
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Lbmc Investment Advisors, Llc
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Richwood Investment Advisors, LLC
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Private Trust Co Na
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InTrack Investment Management Inc
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Robertson Stephens Wealth Management, LLC
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Kmg Fiduciary Partners, Llc
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Mine & Arao Wealth Creation & Management, LLC.
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Noble Wealth Management PBC
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Northstar Advisory Group, LLC
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Regal Investment Advisors LLC
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IMA Wealth, Inc.
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Radnor Capital Management, LLC
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Ledyard National Bank
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Hsbc Holdings Plc
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Brandywine Oak Private Wealth Llc
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Fiduciary Wealth Partners, LLC
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Nuveen, LLC
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Dynamic Financial Group
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Fort Sheridan Advisors Llc
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ABLE Financial Group, LLC
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Pines Wealth Management, LLC
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Core Wealth Advisors, Inc.
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Peak Asset Management, LLC
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Hackensack Meridian Health, Inc.
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Argent Advisors, Inc.
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Pettyjohn, Wood & White, Inc
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Causeway Capital Management Llc
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Sand Hill Global Advisors, LLC
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Adell Harriman & Carpenter Inc
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St. Louis Trust Co
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Baldwin Investment Management, LLC
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TGPNX - TCW FUNDS INC - TCW Conservative Allocation Fund Class N Shares
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Graney & King, LLC
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Sovran Advisors, LLC
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Centaurus Financial, Inc.
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Carrera Capital Advisors
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Fca Corp /tx
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Hughes Financial Services, LLC
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Brightwater Advisory LLC
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J.P. Marvel Investment Advisors, LLC
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Haverford Trust Co
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Heritage Trust Co
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North Capital, Inc.
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Mercer Global Advisors Inc /adv
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Kera Capital Partners, Inc.
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Pinnacle Bancorp, Inc.
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Warwick Investment Management, Inc.
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Lakeshore Financial Planning, Inc.
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WP Advisors, LLC
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GHP Investment Advisors, Inc.
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Pensionmark Financial Group, Llc
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Rosenberg Matthew Hamilton
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OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
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|
Phocas Financial Corp.
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Successful Portfolios LLC
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Sandy Spring Bank
|
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Matrix Asset Advisors Inc/ny
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Ethos Financial Group, LLC
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Atlas Brown,Inc.
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Cambiar Investors Llc
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Yeomans Consulting Group, Inc.
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First National Advisers, LLC
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Stratos Wealth Partners, LTD.
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Forte Asset Management Llc
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Pacific Capital Wealth Advisors, Inc
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one8zero8, LLC
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Frazier Financial Advisors, LLC
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Legacy Bridge, LLC
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Boston Private Wealth Llc
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Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Trail Ridge Investment Advisors, LLC
|
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|
Coldstream Capital Management Inc
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|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
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Allium Financial Advisors, Llc
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IFG Advisors, LLC
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LCM Capital Management Inc
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First Horizon Advisors, Inc.
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Financial Perspectives, Inc
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Cetera Trust Company, N.A
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Lighthouse Financial LLC
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Roof Eidam & Maycock/adv
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Lodestar Private Asset Management Llc
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Mowery & Schoenfeld Wealth Management, LLC
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Belpointe Asset Management LLC
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|
BLB&B Advisors, LLC
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|
HORAN Wealth, LLC
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Twin Peaks Wealth Advisors, LLC
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Ssa Swiss Advisors Ag
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Hexagon Capital Partners LLC
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SBI Securities Co., Ltd.
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|
BancorpSouth Bank
|
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|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Anchor Capital Advisors Llc
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|
Congress Asset Management Co /ma
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|
High Net Worth Advisory Group LLC
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|
Cozad Asset Management Inc
|
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|
Sentry LLC
|
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|
Simmons Bank
|
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|
City Center Advisors, LLC
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|
Long Road Investment Counsel, LLC
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|
F/M Investments LLC
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|
Woodside Wealth Management LLC
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|
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|
Pointe Capital Management LLC
|
|
|
|
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|
Northeast Financial Consultants Inc
|
|
|
|
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|
Wit, Llc
|
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|
KFA Private Wealth Group, LLC
|
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|
|
|
Harding Loevner Lp
|
|
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|
Balyasny Asset Management Llc
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|
Commonwealth Financial Services, LLC
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|
Permanent Capital Management, LP
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|
Nyl Investors Llc
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Ahl Investment Management, Inc.
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Genesis Wealth Advisors, LLC
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WealthBridge Investment Counsel Inc.
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|
One Degree Advisors Inc
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|
Buckingham Strategic Partners
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|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
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|
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|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Fairway Wealth LLC
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|
|
|
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|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
|
|
|
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|
Archford Capital Strategies, LLC
|
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|
Yousif Capital Management, Llc
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|
Waterford Advisors, LLC
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|
Drucker Wealth 3.0, LLC
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|
PACK Private Wealth, LLC
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|
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|
Integrated Advisors Network LLC
|
|
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|
|
|
Comerica Bank
|
|
|
|
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|
Galvin, Gaustad & Stein, LLC
|
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|
|
|
|
Signature Estate & Investment Advisors Llc
|
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|
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|
Schoolcraft Capital LLC
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|
SG Americas Securities, LLC
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|
Group One Trading, L.p.
|
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|
Tanglewood Wealth Management, Inc.
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|
Palumbo Wealth Management LLC
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|
Tompkins Financial Corp
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|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
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|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
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|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
|
|
Franklin Resources Inc
|
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|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
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|
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|
Maryland State Retirement & Pension System
|
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|
|
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|
Grimes & Company, Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
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|
Ritholtz Wealth Management
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
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|
|
|
Smith & Howard Wealth Management, LLC
|
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|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
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|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
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|
Frisch Financial Group, Inc.
|
|
|
|
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|
United Community Bank
|
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|
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|
Vermillion Wealth Management, Inc.
|
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|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
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|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
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Claro Advisors LLC
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Nbc Securities, Inc.
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GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
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Parthenon Llc
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Advanced Series Trust - Ast International Growth Portfolio
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DRW Securities, LLC
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BlackRock, Inc.
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Gerber Kawasaki Wealth & Investment Management
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Kaydan Wealth Management, Inc.
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Lmcg Investments, Llc
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Van Hulzen Asset Management, LLC
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Perennial Investment Advisors, LLC
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Taddei, Ludwig & Associates, Inc.
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Prosperity Consulting Group, LLC
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Members Wealth Llc
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Allianz Asset Management GmbH
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Marietta Wealth Management, LLC
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Colony Group, LLC
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StoneX Group Inc.
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Barclays Plc
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Flagship Harbor Advisors, Llc
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Orin Green Financial, LLC
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RTD Financial Advisors, Inc.
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Independent Wealth Network Inc.
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Evercore Wealth Management, LLC
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Resonant Capital Advisors, LLC
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Aegis Wealth Management LLC
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Patten Group, Inc.
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Plimoth Trust Co Llc
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