|
Huntington National Bank
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Ridgeline Wealth, LLC
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional
|
|
|
|
|
|
Elevation Capital Advisory, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
EAOK - iSHARES TRUST - iShares ESG Aware Conservative Allocation ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
EAOR - iSHARES TRUST - iShares ESG Aware Growth Allocation ETF
|
|
|
|
|
|
EAOA - iSHARES TRUST - iShares ESG Aware Aggressive Allocation ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Buttonwood Financial Group, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Strategic Point Investment Advisors, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
EAOM - iSHARES TRUST - iShares ESG Aware Moderate Allocation ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Goodwin Investment Advisory
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Erickson Financial Group, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Compass Investment Advisers LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Money Design Co.,Ltd.
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Sofi Wealth, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
