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Glass Jacobson Investment Advisors llc
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Centricity Wealth Management, LLC
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Stifel Financial Corp
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Level Financial Advisors, Inc.
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IHT Wealth Management, LLC
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Ameritas Investment Partners, Inc.
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BCJ Capital Management, LLC
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Mma Asset Management Llc
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Landmark Wealth Management, Inc.
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Corepath Wealth Partners Llc
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SFG Wealth Management, LLC.
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Fairway Wealth LLC
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Avantra Family Wealth, Inc.
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BNP Paribas Asset Management Holding S.A.
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Old National Bancorp /in/
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Iron Horse Wealth Management, LLC
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Wells Fargo & Company/mn
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Team Financial Group, LLC
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Huntington National Bank
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Ronald Blue Trust, Inc.
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UBS Group AG
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Sound Income Strategies, LLC
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Clark Asset Management, LLC
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Cardinal Strategic Wealth Guidance
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Cerity Partners LLC
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Gateway Wealth Partners, LLC
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Friedenthal Financial
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Ashton Thomas Private Wealth, LLC
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JSPMX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Moderate Class T
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Phillips Financial Management, Llc
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Dohj, Llc
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Moisand Fitzgerald Tamayo, LLC
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MAI Capital Management
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Catalina Capital Group, LLC
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SageView Advisory Group, LLC
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N.E.W. Advisory Services LLC
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Wealth Enhancement Advisory Services, Llc
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Kestra Advisory Services, LLC
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Hobbs Wealth Management, LLC
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Mirae Asset Global Investments Co., Ltd.
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New Capital Management LP
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Nationwide Fund Advisors
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Retirement Investment Advisors, Inc.
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Silphium Asset Management Ltd
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Fullcircle Wealth Llc
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Matson Money. Inc.
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Burt Wealth Advisors
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Quad-Cities Investment Group, LLC
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Apeiron RIA LLC
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FMVFX - RBB FUND, INC. - Matson Money Fixed Income VI Portfolio Institutional Class
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Betterment LLC
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Bigelow Investment Advisors, LLC
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BlackRock, Inc.
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SILVER OAK SECURITIES, Inc
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VestGen Advisors, LLC
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Legacy Investment Solutions, LLC
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Future Financial Wealth Managment LLC
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Financial Network Wealth Management LLC
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Burke & Herbert Bank & Trust Co
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Better Money Decisions, LLC
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Anderson Financial Strategies, LLC
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Creekmur Asset Management LLC
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LPL Financial LLC
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Raleigh Capital Management Inc.
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Envestnet Portfolio Solutions, Inc.
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U.S. Capital Wealth Advisors, LLC
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WealthNavi Inc.
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Sagespring Wealth Partners, Llc
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Signal Advisors Wealth, LLC
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MONECO Advisors, LLC
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Beacon Bridge Wealth Partners, LLC
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Sentinus, LLC
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Liberty Wealth Management Llc
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PrairieView Partners, LLC
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RDA Financial Network
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Grove Street Fiduciary, LLC
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Bannerman Wealth Management Group, Llc
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MCF Advisors LLC
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Mercer Global Advisors Inc /adv
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Farther Finance Advisors, LLC
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Eclectic Associates Inc /adv
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Synergy Investment Management, LLC
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Visionary Wealth Advisors
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Vested Financial Planning, LLC
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CoreFirst Bank & Trust
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Kelly Financial Services LLC
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Csenge Advisory Group
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Maripau Wealth Management Llc
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Strategic Financial Concepts, LLC
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American Financial & Tax Strategies Inc
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Wealthgarden F.s. Llc
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AdvisorNet Financial, Inc
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Breakwater Investment Management
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Guardian Wealth Advisors, Llc / Nc
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Cahaba Wealth Management, Inc.
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Envestnet Asset Management Inc
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National Bank Of Canada /fi/
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Compton Financial Group, LLC
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Caliber Wealth Management, LLC / KS
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Strategic Financial Partners, Ltd.
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ONE Advisory Partners, LLC
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Buckingham Strategic Partners
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Mayflower Financial Advisors, LLC
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Townsquare Capital Llc
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North Ridge Wealth Advisors, Inc.
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Blossom Wealth Management
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JSPCX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Conservative Class T
|
|
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FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class
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Sage Rhino Capital Llc
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Savant Capital, LLC
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Pensionmark Financial Group, Llc
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Patriot Financial Group Insurance Agency, LLC
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Stewardship Advisors, LLC
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Helen Stephens Group, LLC
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Focus Financial Network, Inc.
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Bay Harbor Wealth Management, LLC
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Mml Investors Services, Llc
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Bear Mountain Capital, Inc.
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
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Wiser Wealth Management, Inc
|
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AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
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Christopher J. Hasenberg, Inc
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Securian Asset Management, Inc
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Ausdal Financial Partners, Inc.
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Us Financial Advisors, Llc
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Vertex Planning Partners, LLC
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Hanlon Investment Management, Inc.
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Park Avenue Securities Llc
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One Wealth Capital Management, Llc
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Richmond Investment Services, LLC
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SOA Wealth Advisors, LLC.
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LifePlan Investment Advisors, Inc.
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Lodestar Private Asset Management Llc
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Hunter Associates Investment Management Llc
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Citadel Advisors Llc
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Coldstream Capital Management Inc
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Sowell Financial Services LLC
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Jane Street Group, Llc
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Alliancebernstein L.p.
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IFG Advisory, LLC
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Advisory Alpha, LLC
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Raymond James Financial Inc
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Efficient Advisors, LLC
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Golden State Wealth Management, LLC
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KWB Wealth
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Fortitude Family Office, LLC
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Redwood Investment Management, Llc
|
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|
American National Bank
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Ackerman Capital Advisors, LLC
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We Are One Seven, LLC
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Horizons Wealth Management
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|
Charles Schwab Investment Management Inc
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|
Kingswood Wealth Advisors, Llc
|
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|
Tiaa Trust, National Association
|
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Fundamentun, Llc
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Note Advisors, LLC
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Smallwood Wealth Investment Management, LLC
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Empower Advisory Group, LLC
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Revisor Wealth Management LLC
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Carter Financial Group, INC.
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|
One Wealth Advisors, LLC
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RBA Wealth Management, LLC
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|
Bank of New York Mellon Corp
|
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|
Versant Capital Management, Inc
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|
Investors Research Corp
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Intergy Private Wealth, LLC
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Global View Capital Management LLC
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|
Range Financial Group LLC
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Diversified Enterprises, LLC
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Octavia Wealth Advisors, LLC
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Detalus Advisors, LLC
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CFS Investment Advisory Services, LLC
|
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|
Wolff Wiese Magana Llc
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AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
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Equitable Holdings, Inc.
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Investment Partners, Ltd.
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Vermillion & White Wealth Management Group, LLC
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Asset Dedication, LLC
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|
SBI Securities Co., Ltd.
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|
Creative Planning
|
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|
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Tradition Wealth Management, LLC
|
|
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|
Eq Llc
|
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|
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|
BOS Asset Management, LLC
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Bogart Wealth, LLC
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New Republic Capital, LLC
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World Equity Group, Inc.
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United Capital Financial Advisers, Llc
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Tradewinds, LLC.
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|
Anfield Capital Management, LLC
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|
Simplicity Wealth,LLC
|
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|
Forum Private Client Group LLC
|
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|
|
O'shaughnessy Asset Management, Llc
|
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|
|
New Millennium Group LLC
|
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|
My Legacy Advisors, LLC
|
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|
Archer Investment Corp
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|
Smartleaf Asset Management LLC
|
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|
Foundations Investment Advisors, LLC
|
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|
McIlrath & Eck, LLC
|
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|
Hsbc Holdings Plc
|
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|
Plante Moran Financial Advisors, LLC
|
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|
|
|
|
Fulcrum Equity Management
|
|
|
|
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|
BCU Wealth Advisors, LLC
|
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|
|
|
|
BlueStem Wealth Partners, LLC
|
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|
Keystone Financial Group
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|
Integrity Alliance, Llc.
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Innealta Capital, Llc
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|
Savvy Advisors, Inc.
|
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|
Assetmark, Inc
|
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|
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Avion Wealth
|
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|
Partners in Financial Planning
|
|
|
|
|
|
Mariner, LLC
|
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|
|
|
|
Apollon Financial, LLC
|
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|
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|
Clearview Wealth Advisors LLC
|
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|
Archer Investment Management, LLC
|
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|
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Trinity Wealth Management, LLC
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Steel Peak Wealth Management LLC
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Baird Financial Group, Inc.
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Cape Investment Advisory, Inc.
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Warren Averett Asset Management, LLC
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Sofos Investments, Inc.
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|
|
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|
Spire Wealth Management
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Rialto Wealth Management, LLC
|
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|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
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|
|
|
Orin Green Financial, LLC
|
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|
|
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|
Creative Financial Designs Inc /adv
|
|
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|
|
|
Strategic Blueprint, LLC
|
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|
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|
Resurgent Financial Advisors LLC
|
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|
Geneos Wealth Management Inc.
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|
Putnam Fl Investment Management Co
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|
Valmark Advisers, Inc.
|
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|
|
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|
Wooster Corthell Wealth Management, Inc.
|
|
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|
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|
Royal Bank Of Canada
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
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|
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|
Prepared Retirement Institute LLC
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Camelot Technology Advisors, Inc.
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Prosperity Planning, Inc.
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Clune & Associates, Ltd.
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|
Pnc Financial Services Group, Inc.
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|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
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|
|
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|
Golden Bell Financial Planning LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
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|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
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|
City State Bank
|
|
|
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|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
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|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
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|
Regal Investment Advisors LLC
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|
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|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
FC Advisory LLC
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|
|
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|
AlphaCore Capital LLC
|
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|
Fifth Third Securities, Inc.
|
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|
Apella Capital, LLC
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|
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|
NorthRock Partners, LLC
|
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|
CNB Bank
|
|
|
|
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|
BIP Wealth, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
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|
Citigroup Inc
|
|
|
|
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|
Full Sail Capital, LLC
|
|
|
|
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|
CoreCap Advisors, LLC
|
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|
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|
Cobblestone Asset Management LLC
|
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|
Continuum Advisory, LLC
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|
Global Financial Private Client, LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
|
|
|
Mather Group, Llc.
|
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|
|
|
|
Us Bancorp \de\
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Renaissance Technologies Llc
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Western Financial Corp/CA
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Briaud Financial Planning, Inc
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Mount Yale Investment Advisors, LLC
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Transcend Wealth Collective, Llc
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Spectrum Wealth Counsel, LLC
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Abacus Planning Group, Inc.
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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GWM Advisors LLC
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AlphaStar Capital Management, LLC
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Finley Financial, LLC
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Transce3nd, LLC
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DORVAL Corp
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Stratos Wealth Advisors, LLC
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ShoreHaven Wealth Partners, LLC
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Prime Capital Investment Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Commonwealth Equity Services, Llc
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Kings Path Partners LLC
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Truist Financial Corp
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Brooklyn FI, LLC
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Atria Investments Llc
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Fedenia Advisers LLC
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WealthTrak Capital Management LLC
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Harbor Investment Advisory, Llc
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Vise Technologies, Inc.
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Avantax Advisory Services, Inc.
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Kestra Private Wealth Services, Llc
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Comprehensive Wealth Management, LLC
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Upper Left Wealth Management, LLC
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Kickstand Ventures, Llc.
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BRYN MAWR TRUST Co
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Legacy Wealth Managment, LLC/ID
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Empirical Asset Management, LLC
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Columbia River Financial Group, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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GDS Wealth Management
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Ameriprise Financial Inc
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Leavell Investment Management, Inc.
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Family Investment Center, Inc.
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Main Street Financial Solutions, LLC
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SRS Capital Advisors, Inc.
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First Heartland Consultants, Inc.
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Ameritas Advisory Services, LLC
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Glen Eagle Advisors, LLC
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Bank Of Montreal /can/
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Merit Financial Group, LLC
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Prudent Investors Network
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BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Bush Investment Group, Llc
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Wealth Advisory Solutions, LLC
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M1 Capital Management LLC
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Total Wealth Planning, Llc
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J.w. Cole Advisors, Inc.
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Financial Advocates Investment Management
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Ffg Retirement Advisors Llc
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Lifeworks Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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Wealthfront Advisers Llc
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Goldman Sachs Group Inc
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Avantax Planning Partners, Inc.
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Cranbrook Wealth Management, LLC
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GeoWealth Management, LLC
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Brio Consultants, LLC
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Physician Wealth Solutions Inc.
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Gen-Wealth Partners Inc
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Beacon Capital Management, LLC
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Morgan Stanley
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Cary Street Partner Investment Advisory Llc
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Hazlett, Burt & Watson, Inc.
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Barnes Wealth Management Group, Inc
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PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
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Nwam Llc
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Occidental Asset Management, LLC
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Susquehanna International Group, Llp
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Cwm, Llc
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Capital Analysts, Inc.
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Retirement Wealth Solutions LLC
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HighTower Advisors, LLC
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Sharper & Granite LLC
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Modera Wealth Management, LLC
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Cary Street Partners Financial Llc
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W.H. Cornerstone Investments Inc.
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Retireful, LLC
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Hardy Reed LLC
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Miracle Mile Advisors, LLC
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Two West Capital Advisors LLC
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Thrivent Financial For Lutherans
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First Horizon Advisors, Inc.
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Horst & Graben Wealth Management LLC
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Mutual Advisors, LLC
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Advisor Group Holdings, Inc.
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Financial Engines Advisors L.L.C.
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Blue Barn Wealth, LLC
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Merkkuri Wealth Advisors LLC
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Avidian Wealth Solutions, LLC
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Harbour Investments, Inc.
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LexAurum Advisors, LLC
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Semmax Financial Advisors Inc.
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Atria Wealth Solutions, Inc.
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Northwestern Mutual Wealth Management Co
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Running Point Capital Advisors, LLC
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Legacy Financial Group LLC
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Verisail Partners, LLC
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Syntegra Private Wealth Group, LLC
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Jones Financial Companies Lllp
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Nbc Securities, Inc.
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Elios Financial Group Inc.
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Comerica Bank
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Aletheian Wealth Advisors LLC
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National Asset Management, Inc.
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Stratos Wealth Partners, LTD.
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RFG Advisory, LLC
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Signature Securities Group Corporation
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Centurion Wealth Management LLC
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Greenspring Advisors, LLC
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Advisory Services Network, LLC
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Columbus Macro, LLC
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Comprehensive Money Management Services LLC
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Ameriflex Group, Inc.
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Tableaux Llc
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Janus Henderson Group Plc
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Keystone Financial Services
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Cetera Investment Advisers
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Mpwm Advisory Solutions, Llc
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Wedmont Private Capital
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PFG Advisors
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Lion Street Advisors, LLC
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Aptus Capital Advisors, LLC
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Actinver Wealth Management, Inc.
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Vestmark Advisory Solutions, Inc.
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Parallel Advisors, LLC
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EverSource Wealth Advisors, LLC
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Hanson & Doremus Investment Management
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KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
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JSPGX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Growth Class T
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Fmr Llc
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Diversify Advisory Services, LLC
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Resources Investment Advisors, LLC.
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Insight Wealth Strategies, LLC
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Synergy Financial Management, LLC
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Great Valley Advisor Group, Inc.
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Capital Investment Advisory Services, LLC
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Austin Private Wealth, LLC
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Napatree Capital Llc
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Shared Vision Wealth Group LLC
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McKinley Carter Wealth Services, Inc.
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Maia Wealth LLC
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Aspire Private Capital, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
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Hutchens & Kramer Investment Management Group, LLC
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Sunbelt Securities, Inc.
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Barnes Dennig Private Wealth Management LLC
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Delos Wealth Advisors, LLC
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Integrated Wealth Concepts LLC
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AE Wealth Management LLC
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Valpey Financial Services, LLC
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Private Trust Co Na
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Wiley Bros.-aintree Capital, Llc
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Amarillo National Bank
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Larson Financial Group LLC
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Frazier Financial Advisors, LLC
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Kilter Group LLC
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Cascade Financial Partners, LLC
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High Falls Advisors, Inc
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Hartland & Co., LLC
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
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Capital Wealth Management, Llc
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May Hill Capital, LLC
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Arkadios Wealth Advisors
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Endeavor Private Wealth, Inc.
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Natixis Advisors, L.p.
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Skopos Labs, Inc.
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Apex Wealth Management, LLC
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MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
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LGT Financial Advisors LLC
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Riverbend Wealth Management, LLC
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Colony Group, LLC
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Syon Capital Llc
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Snowden Capital Advisors LLC
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ORG Partners LLC
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Charter Oak Capital Management, LLC
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Sachetta, LLC
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Allegheny Financial Group LTD
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Curtis Advisory Group, LLC
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Investor's Fiduciary Advisor Network, LLC
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Rsm Us Wealth Management Llc
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Aspect Partners, LLC
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Regent Peak Wealth Advisors LLC
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Concurrent Investment Advisors, LLC
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Perigon Wealth Management, LLC
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Wealth Alliance
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Appleton Partners Inc/ma
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Boston Standard Wealth Management, LLC
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Lifelong Wealth Advisors, Inc.
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Certified Advisory Corp
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Financial Gravity Companies, Inc.
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Emerald Investment Partners, Llc
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Jackson Creek Investment Advisors LLC
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Keebeck Wealth Management, LLC
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Addison Advisors LLC
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Global Retirement Partners, LLC
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Garrison Point Advisors, Llc
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Private Advisor Group, LLC
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Umb Bank N A/mo
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Nyl Investors Llc
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Leo Wealth, LLC
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Tarbox Family Office, Inc.
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Principal Securities, Inc.
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Eight 31 Financial Llc
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Capstone Financial Advisors, Inc.
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Rehmann Capital Advisory Group
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Patriot Investment Management Inc.
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Horizon Financial Services, Llc
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Heartwood Wealth Advisors LLC
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Steward Partners Investment Advisory, Llc
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Kopp Family Office, LLC
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Benjamin Edwards Inc
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PAX Financial Group, LLC
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Bfsg, Llc
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RCS Financial Planning, LLC
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Paragon Advisors, LLC
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Russell Investments Group, Ltd.
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Y.D. More Investments Ltd
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Perennial Investment Advisors, LLC
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Charles Schwab Trust Co
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Beacon Financial Advisory LLC
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SigFig Wealth Management, LLC
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Tenret Co LLC
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Evolution Advisers, Inc.
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Exchange Bank
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BridgePort Financial Solutions, LLC
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Cornerstone Planning Group LLC
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Dynamic Advisor Solutions LLC
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BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Boyd Wealth Management, LLC
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Bank Of America Corp /de/
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Park Place Capital Corp
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Fifth Third Bancorp
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Absolute Capital Management, LLC
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AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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Bremer Bank National Association
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Modern Wealth Management, LLC
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GPS Wealth Strategies Group, LLC
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Values Added Financial LLC
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Reyes Financial Architecture, Inc.
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Eqis Capital Management, Inc.
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Summit Financial Strategies, Inc.
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Robertson Stephens Wealth Management, LLC
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Pineridge Advisors LLC
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IFP Advisors, Inc
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Providence Capital Advisors, LLC
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Signature Estate & Investment Advisors Llc
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JT Stratford LLC
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Acorn Financial Advisory Services Inc /adv
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Hemington Wealth Management
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|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
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Hoxton Planning & Management, LLC
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Stonekeep Investments, LLC
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Financial Connections Group, Inc.
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Sharkey, Howes & Javer
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Icon Wealth Advisors, LLC
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Brookstone Capital Management
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Stone House Investment Management, LLC
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Hershey Financial Advisers, LLC
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Deutsche Bank Ag\
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Cypress Wealth Services, LLC
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Regimen Wealth, Llc
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Kelly Financial Group Llc
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Swmg, Llc
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KC Investment Advisors, LLC
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Cutler Investment Counsel Llc
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Grand Wealth Management, Llc
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Prospect Financial Group LLC
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Tsfg, Llc
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Mason & Associates, LLC
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Richard W. Paul & Associates, LLC
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Verus Capital Partners, Llc
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|
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|
