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Coastal Investment Advisors, Inc.
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Archer Investment Corp
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Strategic Blueprint, LLC
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Barrett & Company, Inc.
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Nordwand Advisors, LLC
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Meeder Advisory Services, Inc.
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
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Moors & Cabot, Inc.
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True North Advisors, LLC
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Foundations Investment Advisors, LLC
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HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares
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N.E.W. Advisory Services LLC
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Waterloo Capital, L.P.
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Kestra Advisory Services, LLC
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U.S. Capital Wealth Advisors, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Farmers & Merchants Investments Inc
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HighTower Advisors, LLC
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Nepc Llc
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Stifel Financial Corp
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Deane Retirement Strategies, Inc.
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Private Trust Co Na
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MSH Capital Advisors LLC
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Wetzel Investment Advisors, Inc.
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Essex Savings Bank
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Kingdom Financial Group LLC.
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Westfuller Advisors, LLC
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Gateway Wealth Partners, LLC
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Headlands Technologies LLC
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Tidemark, LLC
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Heck Capital Advisors, LLC
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First Horizon Advisors, Inc.
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Magnolia Capital Advisors Llc
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Alesco Advisors Llc
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Financial Advocates Investment Management
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Sunbelt Securities, Inc.
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Ffg Retirement Advisors Llc
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Equitable Holdings, Inc.
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Sterling Financial Planning, Inc.
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Sollinda Capital Management LLC
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Occidental Asset Management, LLC
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Pacific Financial Group Inc
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Farther Finance Advisors, LLC
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Jpmorgan Chase & Co
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Dynamic Advisor Solutions LLC
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ABXB - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Tactical High Yield ETF
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Flagship Harbor Advisors, Llc
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Financial Gravity Companies, Inc.
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Brinker Capital Investments, LLC
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Paragon Private Wealth Management, LLC
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Beacon Capital Management, LLC
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Sharkey, Howes & Javer
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Columbus Macro, LLC
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Dorsey & Whitney Trust CO LLC
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TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
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Blueprint Financial Advisors LLC
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Tradition Wealth Management, LLC
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
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Shira Ridge Wealth Management
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Pines Wealth Management, LLC
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PAX Financial Group, LLC
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Snider Financial Group
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Union Bancaire Privee, UBP SA
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True Vision MN LLC
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GK Wealth Management LLC
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Transce3nd, LLC
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Foster & Motley Inc
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Bnp Paribas
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MEMBERS Trust Co
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WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
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Wealth Enhancement Advisory Services, Llc
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PFG Advisors
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Cambridge Investment Research Advisors, Inc.
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IFG Advisory, LLC
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Cetera Investment Advisers
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Client 1st Advisory Group, Llc
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Goldman Sachs Group Inc
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Cutler Investment Counsel Llc
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Vantage Financial Partners, LLC
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Certior Financial Group, Llc
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Mill Creek Capital Advisors, LLC
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Pacific Wealth Management
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Vertex Planning Partners, LLC
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Lifeworks Advisors, LLC
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Financial Network Wealth Advisors LLC
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Strategic Investment Solutions, Inc. /IL
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Wesbanco Bank Inc
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Vermillion & White Wealth Management Group, LLC
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Wsfs Capital Management, Llc
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Parallel Advisors, LLC
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BCGM Wealth Management, LLC
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Ameritas Advisory Services, LLC
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Hara Capital LLC
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Compagnie Lombard Odier SCmA
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Portfolio Strategies, Inc.
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Foster Group, Inc.
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CIBC World Markets Inc.
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Warren Averett Asset Management, LLC
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Brueske Advisory Services, LLC
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Stonekeep Investments, LLC
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ONE Advisory Partners, LLC
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FAPWX - Fidelity Greenwood Street Trust - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M
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Stonehearth Capital Management, LLC
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Transcend Wealth Collective, Llc
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Adventist Health System Sunbelt Healthcare Corp
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J.w. Cole Advisors, Inc.
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Falcon Wealth Planning
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Precision Wealth Strategies, LLC
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Morgan Stanley
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Wealth Alliance
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Mutual Advisors, LLC
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Legacy Investment Solutions, LLC
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Stokes Family Office, LLC
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Asset Management One Co., Ltd.
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GAMMA Investing LLC
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Wise Wealth Partners
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Perigon Wealth Management, LLC
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SYM FINANCIAL Corp
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Sax Wealth Advisors, Llc
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
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Financial Partners Group, Inc
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Anderson Hoagland & Co
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Alliancebernstein L.p.
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Richardson Financial Services Inc.
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Horizon Investments, LLC
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DecisionMap Wealth Management, LLC
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Swmg, Llc
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Lockheed Martin Investment Management Co
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Delta Asset Management Llc/tn
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Salem Investment Counselors Inc
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FineMark National Bank & Trust
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Tsfg, Llc
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DAVENPORT & Co LLC
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Truist Financial Corp
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HFG Wealth Management, LLC
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Oakworth Capital, Inc.
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Ronald Blue Trust, Inc.
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Agf Management Ltd
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National Bank Of Canada /fi/
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Seldon Capital Lp
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Vise Technologies, Inc.
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One Day In July LLC
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City State Bank
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SRS Capital Advisors, Inc.
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Kathleen S. Wright Associates Inc.
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Beacon Bridge Wealth Partners, LLC
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Regal Investment Advisors LLC
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Orion Portfolio Solutions, LLC
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School Employees Retirement Board Of Ohio
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LaSalle St. Investment Advisors, LLC
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Roble, Belko & Company, Inc
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Collier Financial
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Resources Investment Advisors, LLC.
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Bnp Paribas Arbitrage, Sa
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Eukles Asset Management
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1607 Capital Partners, LLC
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Brookwood Investment Group LLC
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Phillips Financial Management, Llc
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GPS Wealth Strategies Group, LLC
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Roof Eidam & Maycock/adv
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Johnson Financial Group, Inc.
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BKD Wealth Advisors, LLC
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M&t Bank Corp
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Anfield Capital Management, LLC
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D.a. Davidson & Co.
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Trust Co Of Toledo Na /oh/
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Advisory Services Network, LLC
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Proffitt & Goodson Inc
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SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
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Cliftonlarsonallen Wealth Advisors, Llc
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Three Bridge Wealth Advisors, LLC
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Wood Tarver Financial Group, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
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Atlantic Trust, LLC
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Americana Partners, LLC
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Mount Yale Investment Advisors, LLC
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CoreCap Advisors, LLC
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Geneos Wealth Management Inc.
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Sequoia Financial Advisors, LLC
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Ascent Group, LLC
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Coppell Advisory Solutions LLC
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Royal Bank Of Canada
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Phoenix Wealth Advisors
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Kayne Anderson Rudnick Investment Management Llc
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Baker Tilly Financial, Llc
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SOA Wealth Advisors, LLC.
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Northwest Capital Management Inc
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DMG Group, LLC
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Charter Oak Capital Management, LLC
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Fmr Llc
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Independence Bank of Kentucky
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Hilltop Holdings Inc.
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Citigroup Inc
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Wedbush Securities Inc
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Investor's Fiduciary Advisor Network, LLC
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One Wealth Capital Management, Llc
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BCJ Capital Management, LLC
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Larson Financial Group LLC
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Collaborative Wealth Managment Inc.
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Redwood Park Advisors LLC
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Citizens Financial Group Inc/ri
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Prudent Man Investment Management, Inc.
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USAF - 2023 ETF Series Trust - Atlas America Fund
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Fairvoy Private Wealth, LLC
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New Republic Capital, LLC
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Motco
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Keystone Financial Services
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Comerica Bank
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Atria Investments Llc
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Gotham Asset Management, LLC
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Strategic Wealth Partners, Ltd.
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Summit Wealth Group, LLC
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Spectrum Wealth Counsel, LLC
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Midwest Trust Co
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Westshore Wealth, LLC
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Synovus Financial Corp
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Addison Capital Co
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Meitav Dash Investments Ltd
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Congress Wealth Management LLC / DE /
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Lifelong Wealth Advisors, Inc.
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Blume Capital Management, Inc.
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Albion Financial Group /ut
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Colony Group, LLC
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Beacon Pointe Advisors, LLC
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Cosner Financial Group, LLC
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Leavell Investment Management, Inc.
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Avondale Wealth Management
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TFB Advisors LLC
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Janney Montgomery Scott LLC
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Bellwether Advisors, LLC
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Kovack Advisors, Inc.
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Logan Capital Management Inc
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Armis Advisers, LLC
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Signature Estate & Investment Advisors Llc
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Access Financial Services, Inc.
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Tiaa Trust, National Association
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ARGI Investment Services, LLC
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Triad Wealth Partners, LLC
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Center for Financial Planning, Inc.
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Acorns Advisers, LLC
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Ieq Capital, Llc
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Willis Johnson & Associates, Inc.
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Thrivent Financial For Lutherans
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Brasada Capital Management, Lp
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Elevated Capital Advisors, LLC
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First Heartland Consultants, Inc.
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Clifford Group, LLC
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Balentine LLC
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BIP Wealth, LLC
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Twele Capital Management, Inc.
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Keystone Financial Group
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Stableford Capital Ii Llc
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Rosenberg Matthew Hamilton
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Meridian Wealth Management, LLC
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Advyzon Investment Management, LLC
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Global Wealth Strategies & Associates
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BlueStem Wealth Partners, LLC
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Meyer Handelman Co
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Mml Investors Services, Llc
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Drive Wealth Management, Llc
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Pflug Koory, LLC
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Inlight Wealth Management, LLC
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Western Wealth Management, LLC
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Bank of New York Mellon Corp
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Catalina Capital Group, LLC
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United Capital Financial Advisers, Llc
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EP Wealth Advisors, Inc.
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Founders Financial Securities Llc
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3EDGE Asset Management, LP
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Blueprint Investment Partners LLC
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Sofos Investments, Inc.
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Wells Fargo & Company/mn
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Clarendon Private LLC
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Jones Financial Companies Lllp
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Summit X, LLC
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Silphium Asset Management Ltd
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Proquility Private Wealth Partners, LLC
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Apollon Wealth Management, LLC
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Range Financial Group LLC
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Nbc Securities, Inc.
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Sand Hill Global Advisors, LLC
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HB Wealth Management, LLC
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Capital Planning Advisors, LLC
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Petra Financial Advisors Inc
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LRI Investments, LLC
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Cambridge Associates Llc /ma/ /adv
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Spectrum Planning & Advisory Services Inc.
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Coign Capital Advisors LLC
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Truvestments Capital Llc
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Steel Peak Wealth Management LLC
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Qube Research & Technologies Ltd
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Rsm Us Wealth Management Llc
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Columbia River Financial Group, LLC
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Lokken Investment Group LLC
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Commonwealth Equity Services, Llc
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Stratos Wealth Partners, LTD.
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Cobblestone Asset Management LLC
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|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
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|
|
|
|
Snowden Capital Advisors LLC
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|
Modera Wealth Management, LLC
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Fund Evaluation Group, LLC
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Cresset Asset Management, LLC
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Canton Hathaway, LLC
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Garden State Investment Advisory Services LLC
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Aptus Capital Advisors, LLC
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Inspire Advisors, LLC
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International Assets Investment Management, Llc
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Bestgate Wealth Advisors, LLC
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Savvy Advisors, Inc.
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Creative Financial Designs Inc /adv
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ORG Partners LLC
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Verdence Capital Advisors LLC
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PrairieView Partners, LLC
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Miracle Mile Advisors, LLC
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Crabel Capital Management, LLC
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Captrust Financial Advisors
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Robertson Stephens Wealth Management, LLC
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O'shaughnessy Asset Management, Llc
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Axis Wealth Partners, LLC
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Tower Research Capital LLC (TRC)
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Jackson Hole Capital Partners, LLC
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Global Retirement Partners, LLC
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Independent Advisor Alliance
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Eagle Rock Investment Company, Llc
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Csenge Advisory Group
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Horst & Graben Wealth Management LLC
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Keystone Global Partners, LLC
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Aprio Wealth Management, LLC
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Pathstone Holdings, LLC
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Great Valley Advisor Group, Inc.
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One Capital Management, LLC
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Sandy Spring Bank
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Barclays Plc
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Cobblestone Capital Advisors Llc /ny/
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Raleigh Capital Management Inc.
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Integrity Wealth Advisors, Inc.
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Fortitude Advisory Group L.L.C.
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Morton Brown Family Wealth, LLC
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Sterling Investment Counsel, LLC
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Stonehaven Wealth & Tax Solutions, Llc
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Shared Vision Wealth Group LLC
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Signal Advisors Wealth, LLC
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Fisher Asset Management, LLC
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Emerald Investment Partners, Llc
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Tudor Investment Corp Et Al
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Croban
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Diversify Wealth Management, Llc
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Cullen/frost Bankers, Inc.
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Fifth Third Bancorp
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Nationwide Fund Advisors
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Diversify Advisory Services, LLC
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ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
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Castleark Management Llc
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MSMR - ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
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Standard Life Aberdeen plc
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Legacy Financial Group LLC
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First Pacific Financial
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Brookstone Capital Management
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Johnson Bixby & Associates, LLC
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Investors Research Corp
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Invst, LLC
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Tortoise Investment Management, LLC
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BCU Wealth Advisors, LLC
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GWM Advisors LLC
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Blair William & Co/il
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Wiley Bros.-aintree Capital, Llc
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Triumph Capital Management
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SeaBridge Investment Advisors LLC
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Novem Group
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Envestnet Asset Management Inc
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Coordinated Financial Services, Inc.
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Assetmark, Inc
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Pensionmark Financial Group, Llc
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Norinchukin Bank, The
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Harbor Investment Advisory, Llc
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WCG Wealth Advisors LLC
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Buckingham Strategic Partners
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Farmers National Bank
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RWM Asset Management, LLC
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Bank Of America Corp /de/
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Concorde Asset Management, LLC
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Yukon Wealth Management, Inc.
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Modern Wealth Management, LLC
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
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Coordinated Financial Services, Inc./CO
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Cary Street Partner Investment Advisory Llc
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Cornerstone Planning Group LLC
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PFG Investments, LLC
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ERTS Wealth Advisors, LLC
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Prospera Financial Services Inc
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WealthCare Investment Partners, LLC
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Rinkey Investments
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One Wealth Advisors, LLC
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Onyx Bridge Wealth Group LLC
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Center For Asset Management LLC
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Family Firm, Inc.
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Charles Schwab Investment Management Inc
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Dunhill Financial, LLC
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Nwam Llc
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Piscataqua Savings Bank
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Hirtle Callaghan & Co LLC
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Paladin Advisory Group, LLC
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MCF Advisors LLC
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Alliance Wealth Advisors, LLC /UT
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JT Stratford LLC
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Kiker Wealth Management, LLC
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Atlantic Union Bankshares Corp
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NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
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Simplicity Wealth,LLC
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Harbour Investments, Inc.
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Focus Financial Network, Inc.
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Avidian Wealth Solutions, LLC
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Strategic Financial Concepts, LLC
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Bank Of Montreal /can/
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Sowell Financial Services LLC
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Spectrum Strategic Capital Management, LLC
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Ameriprise Financial Inc
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Us Bancorp \de\
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DDFG, Inc
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Financial Engines Advisors L.L.C.
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Klaas Financial Asset Advisors, LLC
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Scarborough Advisors, LLC
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KKM Financial LLC
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IHT Wealth Management, LLC
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We Are One Seven, LLC
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Ade, Llc
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VisionPoint Advisory Group, LLC
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Heritage Wealth Management, Inc. /CA/
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Net Worth Advisory Group
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Trilogy Capital Inc.
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Advisor Group Holdings, Inc.
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Verus Capital Partners, Llc
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NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
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Adirondack Trust Co
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Private Advisor Group, LLC
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4J Wealth Management LLC
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Ancora Advisors, LLC
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Bogart Wealth, LLC
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West Wealth Group, LLC
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Copperleaf Capital, LLC
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Flow Traders U.s. Llc
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Bull Oak Capital, LLC
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EverSource Wealth Advisors, LLC
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Mather Group, Llc.
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Integrity Financial Corp /WA
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Regency Capital Management Inc.\DE
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Steward Partners Investment Advisory, Llc
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Greenleaf Trust
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Cwm, Llc
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ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
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Montecito Bank & Trust
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Novus Advisors, Llc
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Bfsg, Llc
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Fedenia Advisers LLC
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SageView Advisory Group, LLC
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Gen-Wealth Partners Inc
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Eastern Bank
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Sumitomo Mitsui Financial Group, Inc.
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Caliber Wealth Management, LLC / KS
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Rothschild Investment Llc
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Bartlett & Co. Wealth Management Llc
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Oliver Lagore Vanvalin Investment Group
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Deutsche Bank Ag\
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Arkadios Wealth Advisors
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Mission Wealth Management, Lp
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Integrated Wealth Concepts LLC
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West Branch Capital LLC
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SOUTH STATE Corp
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
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NorthRock Partners, LLC
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Fifth Third Securities, Inc.
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Smartleaf Asset Management LLC
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KWB Wealth
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Tme Financial, Inc.
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Phoenix Holdings Ltd.
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Jordan Park Trust Co LLC
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Heritage Family Offices, LLP
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Savant Capital, LLC
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Insigneo Advisory Services, Llc
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Drucker Wealth 3.0, LLC
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Colonial Trust Co / SC
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High Falls Advisors, Inc
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MAI Capital Management
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Exchange Traded Concepts, Llc
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TSA Wealth Managment LLC
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Hickory Point Bank & Trust
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Clear Harbor Asset Management, LLC
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Td Private Client Wealth Llc
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Centurion Wealth Management LLC
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Cape Investment Advisory, Inc.
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Idaho Trust Bank
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Firethorn Wealth Partners, Llc
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GDS Wealth Management
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Cahill Financial Advisors Inc
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Old Point Trust & Financial Services N A
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Prime Capital Investment Advisors, LLC
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Greenline Partners, LLC
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Tempus Wealth Planning, LLC
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Tyler-Stone Wealth Management
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IAG Wealth Partners, LLC
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Concurrent Investment Advisors, LLC
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GeoWealth Management, LLC
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Van Hulzen Asset Management, LLC
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Register Financial Advisors LLC
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Seven Mile Advisory
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Indiana Trust & Investment Management CO
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Optas, LLC
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First PREMIER Bank
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Montag A & Associates Inc
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FSC Wealth Advisors, LLC
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Gladstone Institutional Advisory LLC
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State Farm Mutual Automobile Insurance Co
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Costello Asset Management, INC
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Brown Advisory Inc
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NewSquare Capital LLC
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NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
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Bessemer Group Inc
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Prudential Plc
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Cherrydale Wealth Management, Llc
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Chesley Taft & Associates LLC
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Empirical Asset Management, LLC
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Alteri Wealth LLC
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HBK Sorce Advisory LLC
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Rhumbline Advisers
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Principal Securities, Inc.
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Decker Retirement Planning Inc.
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Cerity Partners LLC
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Capital Analysts, Inc.
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Hoxton Planning & Management, LLC
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Bernardo Wealth Planning LLC
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Capital Investment Counsel, LLC
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Ameritas Investment Partners, Inc.
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Certus Wealth Management, LLC
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Prosperity Consulting Group, LLC
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Gts Securities Llc
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Ullmann Financial Group, Inc.
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Macquarie Group Ltd
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Guardian Wealth Advisors, Llc / Nc
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Stelac Advisory Services LLC
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Alerus Financial Na
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Mma Asset Management Llc
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Seacrest Wealth Management, Llc
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Security Financial Services, INC.
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Ameriflex Group, Inc.
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MidWestOne Financial Group, Inc.
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Caldwell Securities, Inc
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Sovran Advisors, LLC
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Family Capital Trust Co
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Sound Income Strategies, LLC
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WealthCollab, LLC
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Betterment LLC
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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Capital A Wealth Management, LLC
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LongView Wealth Management
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LifePlan Investment Advisors, Inc.
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DSG Capital Advisors, LLC
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BOS Asset Management, LLC
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Stone House Investment Management, LLC
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Roundview Capital LLC
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Quest 10 Wealth Builders, Inc.
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Thrive Capital Management, LLC
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Magnus Financial Group LLC
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Genus Capital Management Inc.
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Dodds Wealth, LLC
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CENTRAL TRUST Co
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Seneca Financial Advisors LLC
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Allspring Global Investments Holdings, LLC
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4wealth Advisors, Inc.
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Brown Brothers Harriman & Co
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Sagespring Wealth Partners, Llc
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Arete Wealth Advisors, LLC
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Semmax Financial Advisors Inc.
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Theory Financial Llc
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Norden Group Llc
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Wealth Advisory Solutions, LLC
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BankPlus Trust Department
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Iron Financial, LLC
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Western Financial Corp/CA
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Accredited Investor Services, Llc
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Wallace Advisory Group, LLC
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McKinley Carter Wealth Services, Inc.
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Invera Wealth Advisors, LLC
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Creative Planning
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Kilter Group LLC
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Beaird Harris Wealth Management, LLC
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JPL Wealth Management, LLC
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Burke & Herbert Bank & Trust Co
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Armstrong Advisory Group, Inc
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Financial Connections Group, Inc.
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Schmidt P J Investment Management Inc
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Maripau Wealth Management Llc
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Pnc Financial Services Group, Inc.
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Scott Marsh Financial, LLC
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Cyndeo Wealth Partners, LLC
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Davis Capital Management
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Hartland & Co., LLC
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Creekmur Asset Management LLC
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Financial Advisory Service, Inc.
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Raymond James Financial Inc
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Pacifica Partners Inc.
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My Legacy Advisors, LLC
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Main Street Financial Solutions, LLC
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Financial Network Wealth Management LLC
|
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KM Capital Management Ltd.
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Atomi Financial Group, Inc.
|
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Nbt Bank N A /ny
|
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Marshall & Sterling Wealth Advisors Inc.
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Rialto Wealth Management, LLC
|
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Concord Wealth Partners
|
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|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
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|
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|
|
Hazlett, Burt & Watson, Inc.
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Kovitz Investment Group Partners, LLC
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MA Private Wealth
|
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JB Capital LLC
|
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|
Hsbc Holdings Plc
|
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IFP Advisors, Inc
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Christopher J. Hasenberg, Inc
|
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Pinnacle Financial Partners Inc
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Avion Wealth
|
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Liberty Wealth Management Llc
|
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|
North Capital, Inc.
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|
David R. Rahn & Associates Inc.
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Twin Peaks Wealth Advisors, LLC
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CI Private Wealth, LLC
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Golden State Equity Partners
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Hancock Whitney Corp
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Barnes Wealth Management Group, Inc
|
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Kmg Fiduciary Partners, Llc
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Annandale Capital, LLC
|
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AE Wealth Management LLC
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UBS Group AG
|
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ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF
|
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|
Cardiff Park Advisors, Llc
|
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|
HCUSX - HC CAPITAL TRUST - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares
|
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|
|
|
Tounjian Advisory Partners, Llc
|
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SigFig Wealth Management, LLC
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Rockefeller Capital Management L.P.
|
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|
Hollencrest Capital Management
|
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|
Perennial Investment Advisors, LLC
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Mariner, LLC
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|
Forefront Analytics, LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
Capital Investment Advisory Services, LLC
|
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|
Redwood Investment Management, Llc
|
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|
Change Path, LLC
|
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|
5T Wealth, LLC
|
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|
Rossby Financial, LCC
|
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|
|
Intelligence Driven Advisers, LLC
|
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|
SCS Capital Management LLC
|
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|
|
Cornerstone Advisors Asset Management, Inc
|
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|
|
Park Place Capital Corp
|
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|
Advisor OS, LLC
|
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|
Dynasty Wealth Management, Llc
|
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|
Glen Eagle Advisors, LLC
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Merit Financial Group, LLC
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|
Peoples Financial Services Corp.
|
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|
Matauro, Llc
|
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|
|
Element Wealth, LLC
|
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|
Topel & Distasi Wealth Management, LLC
|
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|
Morningstar Investment Management LLC
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|
Calton & Associates, Inc.
|
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Allworth Financial LP
|
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|
LPL Financial LLC
|
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|
Envision Financial Planning, LLC
|
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Cherry Tree Wealth Management, LLC
|
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|
St Germain D J Co Inc
|
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|
Park Avenue Securities Llc
|
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Northern Trust Corp
|
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|
Spartan Planning & Wealth Management
|
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|
Integrity Alliance, Llc.
|
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|
Spire Wealth Management
|
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|
|
Retirement Wealth Solutions LLC
|
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|
Fourth Dimension Wealth, LLC
|
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|
Commerce Bank
|
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|
Wedmont Private Capital
|
|
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|
Peapack Gladstone Financial Corp
|
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|
Washington Trust Advisors, Inc.
|
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|
Bank of Marin
|
|
|
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|
|
Valmark Advisers, Inc.
|
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|
RFG Advisory, LLC
|
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|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
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|
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|
|
Park Square Financial Group, LLC
|
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|
|
National Wealth Management Group, LLC
|
|
|
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|
|
Clear Creek Financial Management, LLC
|
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|
|
WestEnd Advisors, LLC
|
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|
|
|
Austin Private Wealth, LLC
|
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|
|
|
|
Prasad Wealth Partners, LLC
|
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|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
