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Main Street Group, LTD
|
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Global Strategic Investment Solutions, LLC
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St. Louis Trust Co
|
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Rockland Trust Co
|
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Canandaigua National Trust Co of Florida
|
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|
Financial Network Wealth Management LLC
|
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Old Port Advisors
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FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class
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Capital Advantage, Inc.
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Drucker Wealth 3.0, LLC
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United Capital Financial Advisers, Llc
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Segall Bryant & Hamill, Llc
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Blue Fin Capital, Inc.
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Clifford Swan Investment Counsel Llc
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Biltmore Family Office, LLC
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FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II
|
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Us Bancorp \de\
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Hardin Capital Partners, LLC
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BSW Wealth Partners
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Spectrum Wealth Counsel, LLC
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Manhattan West Asset Management, LLC
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Wsfs Capital Management, Llc
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Highline Wealth Partners Llc
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WestEnd Advisors, LLC
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
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Green Harvest Asset Management LLC
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Wealth Enhancement Advisory Services, Llc
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Transamerica Financial Advisors, Inc.
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Hartland & Co., LLC
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Windward Private Wealth Management Inc.
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Kennebec Savings Bank
|
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Hardy Reed LLC
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Kopp Family Office, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
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Fi3 FINANCIAL ADVISORS, LLC
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Tull Financial Group, Inc.
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Integris Wealth Management, LLC
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Semmax Financial Advisors Inc.
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Orion Portfolio Solutions, LLC
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Optimum Investment Advisors
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Sabal Trust CO
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Glenmede Investment Management, LP
|
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Townsend Asset Management Corp /nc/ /adv
|
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Tanager Wealth Management LLP
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Gryphon Financial Partners LLC
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Koesten, Hirschmann & Crabtree, INC.
|
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Gamco Investors, Inc. Et Al
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Pembroke Management, LTD
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Goldman Sachs Group Inc
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S.A. Mason LLC
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WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
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Christensen, King & Associates Investment Services, Inc.
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Ronald Blue Trust, Inc.
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Strata Wealth Advisors, LLC
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Jackson, Grant Investment Advisers, Inc.
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Gould Asset Management Llc /ca/
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Penobscot Wealth Management
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Pandora Wealth, Inc.
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Boston Private Wealth Llc
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Cambridge Financial Group, LLC
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Metis Global Partners, LLC
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Twin Peaks Wealth Advisors, LLC
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M1 Capital Management LLC
|
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|
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I
|
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|
|
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|
KDK Private Wealth Management, LLC
|
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|
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|
King Wealth
|
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|
|
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|
TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
|
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|
|
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|
Flywheel Private Wealth LLC
|
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MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
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|
|
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|
TD Capital Management LLC
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Aegis Wealth Management LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
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Garde Capital, Inc.
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Lincoln Capital Corp
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Quad-Cities Investment Group, LLC
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We Are One Seven, LLC
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Comerica Bank
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Procyon Private Wealth Partners, LLC
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Philadelphia Trust Co
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RiverFront Investment Group, LLC
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Bradley Foster & Sargent Inc/ct
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Sebold Capital Management, Inc.
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TFC Financial Management
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Maia Wealth LLC
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Carbahal Olsen Financial Services Group, LLC
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Hoey Investments, Inc
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GoalVest Advisory LLC
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Warren Street Wealth Advisors, LLC
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Paladin Advisory Group, LLC
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Sage Advisory Services, Ltd.Co.
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Financial Perspectives, Inc
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Sage Rhino Capital Llc
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Rothschild Capital Partners, LLC
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Winthrop Advisory Group LLC
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Ameriflex Group, Inc.
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Chapin Davis, Inc.
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GWM Advisors LLC
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Hilltop National Bank
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Element Pointe Advisors, Llc
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Quaker Wealth Management, LLC
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First Citizens Bank & Trust Co
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Pnc Financial Services Group, Inc.
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Better Money Decisions, LLC
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Grandfield & Dodd, Llc
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WCG Wealth Advisors LLC
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Ascent Group, LLC
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Plimoth Trust Co Llc
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Sawgrass Asset Management Llc
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Associated Banc-corp
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Atlantic Trust, LLC
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ICONIQ Capital, LLC
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Financial Network Wealth Advisors LLC
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Wilson & Boucher Capital Management, LLC
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Trajan Wealth LLC
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Vista Capital Partners, Inc.
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Navigation Wealth Management, Inc.
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Icon Wealth Advisors, LLC
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Thrive Wealth Management, LLC
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Lindbrook Capital, Llc
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Chapman Financial Group, Llc
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Painted Porch Advisors LLC
|
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First National Bank Sioux Falls
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Modern Wealth Management, LLC
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Nisa Investment Advisors, Llc
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Sepio Capital, LP
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Talon Private Wealth, LLC
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Gts Securities Llc
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Fpc Investment Advisory, Inc.
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Atlas Legacy Advisors, LLC
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Lowe Brockenbrough & Co Inc
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|
Richardson Capital Management LLC
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
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Anfield Capital Management, LLC
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St. Clair Advisors, LLC
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Capital Analysts, Inc.
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Financial & Tax Architects, LLC
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GGM Financials LLC
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Melfa Wealth Management, Llc
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Milestone Asset Management Group, LLC
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|
Pennington Partners & Co., Llc
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Horizon Wealth Management, LLC
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Duncker Streett & Co Inc
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|
Hicks Capital Management Llc
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|
Fifth Third Bancorp
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|
Argent Trust Co
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|
PKS Advisory Services, LLC
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|
Keb Asset Management, Llc
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MorganRosel Wealth Management, LLC
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|
G&S Capital LLC
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|
Quent Capital, LLC
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|
Southern Capital Advisors, Llc
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
Missouri Trust & Investment Co
|
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|
Saxon Interests, Inc.
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|
Louisbourg Investments Inc.
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|
COIDX - IDX Funds - IDX Commodity Opportunities Fund Institutional Class Shares
|
|
|
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|
Precision Wealth Strategies, LLC
|
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|
Frazier Financial Advisors, LLC
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|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Strengthening Families & Communities, LLC
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Texas Capital Bank Wealth Management Services Inc
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|
Moneywise, Inc.
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|
Sheets Smith Wealth Management
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Joel Isaacson & Co., LLC
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|
Inscription Capital, LLC
|
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|
First Financial Bankshares Inc
|
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|
Cim Investment Mangement Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
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|
|
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|
Patton Albertson Miller Group, Llc
|
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|
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|
Safeguard Financial, LLC
|
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|
Blue Bell Private Wealth Management, Llc
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|
Pillar Financial Advisors, LLC
|
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Consilio Wealth Advisors, Llc
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Farrow Financial Inc.
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Beese Fulmer Investment Management, Inc.
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Probity Advisors, Inc.
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Curated Wealth Partners LLC
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Gemmer Asset Management LLC
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II
|
|
|
|
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|
True Link Financial Advisors, LLC
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Latitude Advisors, LLC
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Conrad Siegel Investment Advisors, Inc.
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Darden Wealth Group Inc
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Great Valley Advisor Group, Inc.
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|
Nemes Rush Group LLC
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Founders Financial Securities Llc
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Global Financial Private Client, LLC
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Cambridge Investment Research Advisors, Inc.
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Strategic Blueprint, LLC
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|
Leigh Baldwin & Co., Llc
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Hengehold Capital Management Llc
|
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|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
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|
Wedmont Private Capital
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|
Huntington National Bank
|
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|
BG Investment Services, Inc.
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|
White Pine Capital Llc
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Watts Gwilliam & Co., LLC
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Allen Investment Management LLC
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Tanglewood Wealth Management, Inc.
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|
Flaharty Asset Management, LLC
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|
Well Done, LLC
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|
St Germain D J Co Inc
|
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|
Kanawha Capital Management Llc
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|
Roth Financial Partners LLC
|
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|
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|
Farmers & Merchants Investments Inc
|
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|
Kingsview Wealth Management, LLC
|
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|
|
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|
Toth Financial Advisory Corp
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|
Stolper Co
|
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|
FDx Advisors, Inc.
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|
Lake Street Financial Llc
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|
Cairn Investment Group, Inc.
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|
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|
Atria Investments Llc
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|
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|
OneAscent Financial Services LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
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|
|
|
|
Aries Wealth Management
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|
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
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|
Catalyst Financial Partners Llc
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|
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|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
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|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
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|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Dohj, Llc
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|
|
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|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
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|
Beverly Hills Private Wealth, LLC
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|
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|
Caliber Wealth Management, LLC / KS
|
|
|
|
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|
Calton & Associates, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
|
|
|
Fortis Capital Advisors, LLC
|
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|
|
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|
New Millennium Group LLC
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|
Stephens Group Asset Management, Llc
|
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|
Garrison Point Advisors, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
JRM Investment Counsel, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
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|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
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|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
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|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
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|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Integrity Financial Corp /WA
|
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Insigneo Advisory Services, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II
|
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WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
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Clarius Group, LLC
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KC Investment Advisors, LLC
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Zullo Investment Group, Inc.
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Strategic Investment Management, Llc
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Gentry Private Wealth, Llc
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Kestra Advisory Services, LLC
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Navalign, LLC
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TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
|
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Noble Family Wealth, LLC
|
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First Commonwealth Financial Corp /pa/
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Dakota Wealth Management
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SOA Wealth Advisors, LLC.
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Almanack Investment Partners, LLC.
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M Holdings Securities, Inc.
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SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
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Wbh Advisory Inc
|
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Apeiron RIA LLC
|
|
|
|
|
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MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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Auour Investments LLC
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Stephens Consulting, LLC
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Avenue 1 Advisors, LLC
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Peak Financial Management, Inc.
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MGB Wealth Management, LLC
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Pittenger & Anderson Inc
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Capital Advisors, Ltd. LLC
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Rainier Family Wealth Inc
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Liquid Strategies, LLC
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BluePointe Capital Management, LLC
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Fifth Third Securities, Inc.
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Toronto Dominion Bank
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Jacobi Capital Management LLC
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Nbc Securities, Inc.
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Integrated Advisors Network LLC
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Tradewinds, LLC.
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Flagship Wealth Advisors, Llc
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Aaron Wealth Advisors LLC
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Manufacturers Life Insurance Company, The
|
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PUREfi Wealth, LLC
|
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Hemington Wealth Management
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PDS Planning, Inc
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RKL Wealth Management LLC
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YHB Investment Advisors, Inc.
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Total Clarity Wealth Management, Inc.
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Prudent Man Investment Management, Inc.
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Avantax Planning Partners, Inc.
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Northwest Capital Management Inc
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Wealthquest Corp
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Burke & Herbert Bank & Trust Co
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Arbor Wealth Advisors LLC
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BEAM Asset Management, LLC
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Gerber, Llc
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Dorsey & Whitney Trust CO LLC
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Pathstone Holdings, LLC
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Engineers Gate Manager LP
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GSG Advisors LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II
|
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|
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Glass Jacobson Investment Advisors llc
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Covestor Ltd
|
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Macquarie Group Ltd
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BRYN MAWR TRUST Co
|
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Montz Harcus Wealth Management LLC
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Lane & Associates LLC
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Pflug Koory, LLC
|
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M&t Bank Corp
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VERITY Wealth Advisors
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D'Orazio & Associates, Inc.
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Shoker Investment Counsel, Inc.
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Stone House Investment Management, LLC
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Lyell Wealth Management, Lp
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Anchor Capital Advisors Llc
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WPG Advisers, LLC
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Ohio National Investments, Inc.
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Graney & King, LLC
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Signature Estate & Investment Advisors Llc
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Heritage Wealth Architects, Inc.
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MCF Advisors LLC
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Farnam Financial LLC
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Chilton Capital Management Llc
|
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Whittier Trust Co Of Nevada Inc
|
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Thomasville National Bank
|
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Gallagher Fiduciary Advisors, LLC
|
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Peterson Wealth Services
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Private Wealth Partners, LLC
|
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|
TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
|
|
|
|
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|
Essex Savings Bank
|
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Investors Research Corp
|
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GenTrust, LLC
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Richard P Slaughter Associates Inc
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Nbt Bank N A /ny
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Coston, McIsaac & Partners
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JMG Financial Group, Ltd.
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BOK Financial Private Wealth, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
|
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Columbus Macro, LLC
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Millington Financial Advisors, LLC
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Johnson Financial Group, LLC
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Fiera Capital Corp
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Nichols & Pratt Advisers Llp /ma
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Harwood Advisory Group, LLC
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Blue Investment Partners LLC
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Financial Life Advisors
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Legacy Private Trust Co.
|
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Sound Income Strategies, LLC
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Mml Investors Services, Llc
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Anderson Hoagland & Co
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Assetmark, Inc
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Ally Invest Advisors Inc.
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Gen-Wealth Partners Inc
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MTM Investment Management, LLC
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HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
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|
Highland Capital Management, Llc
|
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Northwestern Mutual Wealth Management Co
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Kathleen S. Wright Associates Inc.
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Twin Lakes Capital Management, LLC
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Vivaldi Capital Management, LLC
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Perkins Coie Trust Co
|
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Acadian Asset Management Llc
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Ashford Advisors, LLC
|
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|
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Davidson Trust Co
|
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S&t Bank/pa
|
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|
RFG Advisory, LLC
|
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Belpointe Asset Management LLC
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Foster & Motley Inc
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Harbor Group, Inc.
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QTR Family Wealth, LLC
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Family Legacy Financial Solutions, LLC
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APCM Wealth Management for Individuals
|
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SkyOak Wealth, LLC
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Level Four Advisory Services, Llc
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Conning Inc.
|
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|
TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
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|
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|
Accredited Investor Services, Llc
|
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Foundation Wealth Management, LLC
|
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|
Good Steward Wealth Advisors,LLC
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Cardinal Strategic Wealth Guidance
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Continental Investors Services, Inc.
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Dudley Capital Management, Llc
|
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Angeles Wealth Management, Llc
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|
Snider Financial Group
|
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|
Enzi Wealth
|
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|
Omega Financial Group, LLC
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Northside Capital Management, LLC
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Signature Resources Capital Management, LLC
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Empire Life Investments Inc.
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Acima Private Wealth, Llc
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Breakwater Investment Management
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Montag & Caldwell, Llc
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Invst, LLC
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Riverview Trust Co
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LJI Wealth Management, LLC
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Vertex Planning Partners, LLC
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AA Financial Advisors, LLC
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Fourth Dimension Wealth, LLC
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Pineridge Advisors LLC
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Bessemer Group Inc
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Abacus Planning Group, Inc.
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Ascent Capital Management, LLC
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Vestcor Inc
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|
Horan Securities, Inc.
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One Wealth Advisors, LLC
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GDS Wealth Management
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M.e. Allison & Co., Inc.
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|
Matauro, Llc
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CoreCap Advisors, LLC
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Foundations Investment Advisors, LLC
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S. R. Schill & Associates
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|
Secured Retirement Advisors, Llc
|
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|
Vanguard Group Inc
|
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|
Northern Trust Corp
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|
Minot DeBlois Advisors LLC
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Northwest Quadrant Wealth Management, LLC
|
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|
Private Wealth Management Group, LLC
|
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|
|
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|
American Century Companies Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I
|
|
|
|
|
|
Private Capital Management, LLC
|
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|
|
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|
Cornerstone Partners Capital Management, Llc
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Upper Left Wealth Management, LLC
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|
Optivise Advisory Services LLC
|
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|
|
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|
Hsbc Holdings Plc
|
|
|
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|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
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|
Fft Wealth Management Llc
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Cetera Investment Advisers
|
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|
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|
Ellevest, Inc.
|
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|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
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|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
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|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
AlphaCore Capital LLC
|
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|
|
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|
Williams & Novak, LLC
|
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|
|
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|
Heritage Financial Services, LLC
|
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|
Manchester Capital Management LLC
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West Financial Advisors, LLC
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Hobbs Group Advisors, LLC
|
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Holland Advisory Services, Inc.
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Atlas Wealth LLC
|
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|
Ci Investments Inc.
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|
Relyea Zuckerberg Hanson LLC
|
|
|
|
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|
Orion Capital Management LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Investure, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Wind River Trust Co
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
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|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
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|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
North Star Investment Management Corp.
|
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|
|
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|
Birchcreek Wealth Management, LLC
|
|
|
|
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|
Focus Financial Network, Inc.
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
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|
Bishop & Co Investment Management, LLC
|
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|
|
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|
Wetzel Investment Advisors, Inc.
|
|
|
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
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|
Kiker Wealth Management, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
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|
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HBW Advisory Services LLC
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Cape Cod Five Cents Savings Bank
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D.a. Davidson & Co.
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Novus Advisors, Llc
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Wells Fargo & Company/mn
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Thrive Capital Management, LLC
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Financial Advisory Corp /ut/ /adv
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BIP Wealth, LLC
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Glen Eagle Advisors, LLC
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West Paces Advisors Inc.
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Certified Advisory Corp
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Bartlett & Co. Wealth Management Llc
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Stratos Wealth Partners, LTD.
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Concurrent Investment Advisors, LLC
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McIlrath & Eck, LLC
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Voisard Asset Management Group, Inc.
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Price T Rowe Associates Inc /md/
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Strategies Wealth Advisors, LLC
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Avantax Advisory Services, Inc.
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Moody National Bank Trust Division
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High Net Worth Advisory Group LLC
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Graves-Light Private Wealth Management, Inc.
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Carrera Capital Advisors
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Tobias Financial Advisors, Inc.
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Coppell Advisory Solutions LLC
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Front Row Advisors LLC
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Lazard Asset Management Llc
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Elite Life Management LLC
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Western Wealth Management, LLC
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Shelton Wealth Management, Llc
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First Command Advisory Services, Inc.
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Alesco Advisors Llc
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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Charles Schwab Trust Co
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Dynasty Wealth Management, Llc
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10Elms LLP
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Colony Group, LLC
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Trust Co Of Virginia /va
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SlateStone Wealth, LLC
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New York Life Investment Management Llc
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PrairieView Partners, LLC
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Northeast Financial Group, Inc.
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LFA - Lugano Financial Advisors SA
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Seldon Capital Lp
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Barnes Dennig Private Wealth Management LLC
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Sofos Investments, Inc.
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Exencial Wealth Advisors, Llc
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Beirne Wealth Consulting Services, LLC
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Trust Point Inc.
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YANKCOM Partnership
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Unique Wealth, Llc
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LGT Financial Advisors LLC
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Seneca Financial Advisors LLC
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Traveka Wealth, LLC
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Freestone Capital Holdings, LLC
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Tompkins Financial Corp
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II
|
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Visionary Wealth Advisors
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Motco
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Ashton Thomas Private Wealth, LLC
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Telos Capital Management, Inc.
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Compass Capital Corp /ma/ /adv
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Omnia Family Wealth, LLC
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Kimelman & Baird, LLC
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Montag A & Associates Inc
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Summit Wealth & Retirement Planning, Inc.
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Principal Street Partners, LLC
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Invesco Ltd.
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MFA Wealth Services
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Summit Global Investments
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Sprinkle Financial Consultants LLC
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Forte Asset Management Llc
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Piscataqua Savings Bank
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J.Safra Asset Management Corp
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Old Point Trust & Financial Services N A
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Inspirion Wealth Advisors, Llc
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First Trust Advisors Lp
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Arlington Trust Co LLC
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TD Waterhouse Canada Inc.
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Ledyard National Bank
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Abound Wealth Management
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Sovereign Financial Group, Inc.
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Claro Advisors LLC
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Plante Moran Financial Advisors, LLC
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Hazlett, Burt & Watson, Inc.
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TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
|
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Capital Investment Counsel, Inc
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Franklin Resources Inc
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Safeguard Investment Advisory Group, LLC
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Prism Advisors, Inc.
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Cassaday & Co Wealth Management LLC
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Choate Investment Advisors
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WealthPlan Investment Management, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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GAMMA Investing LLC
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Fisher Asset Management, LLC
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Ullmann Financial Group, Inc.
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Wade Financial Advisory, Inc
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Roundview Capital LLC
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BLB&B Advisors, LLC
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Murphy & Mullick Capital Management Corp
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DecisionMap Wealth Management, LLC
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Prospera Financial Services Inc
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Eq Wealth Advisors, Llc
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Hanson & Doremus Investment Management
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Crews Bank & Trust
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Rockefeller Capital Management L.P.
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Titleist Asset Management, Llc
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Advisory Alpha, LLC
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Atwood & Palmer Inc
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Stone Point Wealth LLC
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FORM Wealth Advisors, LLC
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Coastal Bridge Advisors, LLC
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Inlet Private Wealth, LLC
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Kaleidoscope Capital Lp
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Alliancebernstein L.p.
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First Horizon Advisors, Inc.
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Cvfg Llc
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
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|
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|
Miracle Mile Advisors, LLC
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IFC Advisors LLC
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Mount Yale Investment Advisors, LLC
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|
Wedbush Securities Inc
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|
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
First National Bank of Hutchinson
|
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|
Sterling Investment Counsel, LLC
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|
AssuredPartners Investment Advisors, LLC
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MEMBERS Trust Co
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Talisman Wealth Advisors LLC
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Prosperity Planning, Inc.
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Green Square Capital Advisors Llc
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Oakworth Capital, Inc.
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Eastern Bank
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BKD Wealth Advisors, LLC
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Heck Capital Advisors, LLC
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Luken Investment Analytics, LLC
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Bridgewater Advisors Inc.
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Tower View Investment Management & Research LLC
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SeaBridge Investment Advisors LLC
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Insight 2811, Inc.
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Botty Investors LLC
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Texas Capital Bancshares Inc/tx
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|
Glenview Trust Co
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|
Altfest L J & Co Inc
|
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|
Wiley Bros.-aintree Capital, Llc
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|
Fulcrum Capital LLC
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|
Susquehanna International Group, Llp
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|
Empower Advisory Group, LLC
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|
CWA Asset Management Group, LLC
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|
Operose Advisors LLC
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|
Vermillion & White Wealth Management Group, LLC
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|
Wealthbridge Capital Management, Llc
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|
Richard W. Paul & Associates, LLC
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|
Ckw Financial Group
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|
Beaird Harris Wealth Management, LLC
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|
Bremer Bank National Association
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Valley Forge Investment Consultants Inc Adv
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|
Moisand Fitzgerald Tamayo, LLC
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Investment Advisory Group, LLC
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Spurstone Advisory Services, LLC
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|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
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|
Theory Financial Llc
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|
Moors & Cabot, Inc.
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|
Ritter Daniher Financial Advisory LLC / DE
|
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Arcadia Investment Advisors Llc
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Bokf, Na
|
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RTD Financial Advisors, Inc.
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Cascade Financial Partners, LLC
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TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
|
|
|
|
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|
Blue Barn Wealth, LLC
|
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|
|
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|
SkyView Investment Advisors, LLC
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|
Ironwood Financial, llc
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|
Peapack Gladstone Financial Corp
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First Financial Corp /in/
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|
South Plains Financial, Inc.
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|
Cliftonlarsonallen Wealth Advisors, Llc
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Nationwide Fund Advisors
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iA Global Asset Management Inc.
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Binnacle Investments Inc
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Symphony Financial, Ltd. Co.
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|
Michels Family Financial, LLC
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|
Marcum Wealth, LLC
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|
WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
|
|
|
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|
Kfg Wealth Management, Llc
|
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|
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|
Wilshire Associates Inc
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|
Black Diamond Financial, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Birch Hill Investment Advisors LLC
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Armstrong, Fleming & Moore, Inc
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Smith Thornton Advisors LLC
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Clayton Financial Group LLC
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|
Tarbox Family Office, Inc.
|
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|
Colonial Trust Advisors
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|
Allspring Global Investments Holdings, LLC
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|
Hudson Capital Management LLC
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|
Salus Financial Advisors, LLC
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|
Strategic Investment Advisors / MI
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Rsm Us Wealth Management Llc
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|
Wealthstream Advisors, Inc.
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Sharp Financial Services, LLC
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Stonekeep Investments, LLC
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|
Hopwood Financial Services, Inc.
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|
Baring Financial LLC
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|
JDM Financial Group LLC
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|
Grant/GrossMendelsohn, LLC
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|
Keudell/Morrison Wealth Management
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|
Kozak & Associates, Inc.
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Vantage Financial Partners, LLC
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Financial Gravity Companies, Inc.
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Cherry Tree Wealth Management, LLC
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Facet Wealth, Inc.
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|
Pinnacle Associates Ltd
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|
Vise Technologies, Inc.
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|
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|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
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|
Evanson Asset Management, LLC
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|
|
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|
Global Retirement Partners, LLC
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|
Essex Financial Services, Inc.
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|
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|
|
|
TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
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|
Cabot-Wellington, LLC
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|
Madden Advisory Services, Inc.
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|
|
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|
Summit X, LLC
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|
|
|
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|
Bennett Associates Wealth Management
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|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
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|
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|
Financial Sense Advisors, Inc.
|
|
|
|
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|
Lifelong Wealth Advisors, Inc.
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|
Legacy Trust
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|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Net Worth Advisory Group
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|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
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|
Cypress Financial Planning Llc
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|
Ballentine Partners, LLC
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|
Financial Management Professionals, Inc.
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|
Sanibel Captiva Trust Company, Inc.
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|
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|
Charter Trust Co
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|
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|
MY Wealth Management Inc.
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|
|
|
|
Traub Capital Management LLC
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|
|
|
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|
RWM Asset Management, LLC
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|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
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|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
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|
|
|
|
RDA Financial Network
|
|
|
|
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|
McGlone Suttner Wealth Management, Inc.
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|
|
|
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|
Bridges Investment Management Inc
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|
|
|
|
|
Grant Street Asset Management, Inc.
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|
|
|
|
|
Nepc Llc
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|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
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|
|
|
|
|
Heritage Wealth Advisors
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|
|
|
|
|
Linscomb & Williams, Inc.
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|
|
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|
Peoples Bank /oh
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|
|
|
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|
Jamison Private Wealth Management, Inc.
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|
|
|
|
|
Harbour Capital Advisors, LLC
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|
|
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|
Hunter Associates Investment Management Llc
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|
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|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
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|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
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|
|
|
|
|
Atlantic Private Wealth, LLC
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|
|
|
|
|
Hilltop Wealth Advisors, Llc
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|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
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|
|
|
|
|
RMB Capital Management, LLC
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Cary Street Partners Financial Llc
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Cynosure Management, Llc
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AlphaStar Capital Management, LLC
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Warner Financial, Inc
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Goldstone Financial Group, LLC
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Strategic Financial Services, Inc,
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LPF Advisors LLC
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Avidian Wealth Solutions, LLC
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New Perspectives, Inc
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Greykasell Wealth Strategies, Inc.
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SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1
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Wealth Preservation Advisors, LLC
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Heritage Investors Management Corp
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Mpwm Advisory Solutions, Llc
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Beacon Pointe Advisors, LLC
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Provenance Wealth Advisors, LLC
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Mayfair Advisory Group, LLC
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Hantz Financial Services, Inc.
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WEAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Equity Fund Class A
|
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CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
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Atlantic Edge Private Wealth Management, LLC
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Willis Johnson & Associates, Inc.
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Ibex Wealth Advisors
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II
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Clark Asset Management, LLC
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Stonebrook Private Inc.
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Pacific Center for Financial Services
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LVW Advisors, LLC
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Rothschild Investment Llc
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Ironsides Asset Advisors, LLC
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Truefg, Llc
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J.w. Cole Advisors, Inc.
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Family Firm, Inc.
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Nicholas Hoffman & Company, LLC.
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Apella Capital, LLC
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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Key FInancial Inc
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Baron Silver Stevens Financial Advisors, Llc
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Highland Financial Advisors, LLC
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Cape Investment Advisory, Inc.
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Forum Financial Management, LP
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UMA Financial Services, Inc.
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RVW Wealth, LLC
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Roxbury Financial LLC
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HighTower Advisors, LLC
|
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Christopher J. Hasenberg, Inc
|
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Renasant Bank
|
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Glassman Wealth Services
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New Hampshire Trust
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SPC Financial, Inc.
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TCG Advisory Services, LLC
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Venture Visionary Partners LLC
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Cambridge Associates Llc /ma/ /adv
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Long Run Wealth Advisors, LLC
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Brio Consultants, LLC
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Widmann Financial Services, Inc.
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Westmount Partners, LLC
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Atlas Private Wealth Advisors
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Delos Wealth Advisors, LLC
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Simmons Bank
|
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Cheviot Value Management, LLC
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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Accredited Investors Inc.
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Dravo Bay Llc
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Cutler Investment Counsel Llc
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K2 Financial Inc.
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Archetype Wealth Partners
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LTG Capital LLC
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Bigelow Investment Advisors, LLC
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Jackson Hole Capital Partners, LLC
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Howe & Rusling Inc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Hallmark Capital Management Inc
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Csenge Advisory Group
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Rebalance, Llc
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Northwest Wealth Management, Llc
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Austin Asset Management Co Inc
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Hurley Capital, LLC
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North Capital, Inc.
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Tritonpoint Wealth, Llc
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Montis Financial, LLC
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Pinnacle Bancorp, Inc.
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BlackRock, Inc.
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Bestgate Wealth Advisors, LLC
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Amara Financial, Llc.
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Consolidated Portfolio Review Corp
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Dearborn Partners Llc
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|
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
|
|
|
|
|
|
TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II
|
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Investment Partners, Ltd.
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Grimes & Company, Inc.
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Cary Street Partner Investment Advisory Llc
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
Next Capital Management LLC
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Silverleafe Capital Partners, LLC
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Jordan Park Group LLC
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Bahl & Gaynor Inc
|
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Sigma Planning Corp
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|
Davis R M Inc
|
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|
Verus Capital Partners, Llc
|
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|
Advanced Series Trust - Ast International Growth Portfolio
|
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|
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|
Ameriprise Financial Inc
|
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|
|
|
|
New England Private Wealth Advisors LLC
|
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|
Strategic Equity Management
|
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|
EnRich Financial Partners LLC
|
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|
Moss Adams Wealth Advisors LLC
|
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|
Single Point Partners, LLC
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|
Next Level Wealth Planning, LLC
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|
Black Cypress Capital Management, LLC
|
|
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|
|
|
TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
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|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Segment Wealth Management, LLC
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|
Paragon Capital Management Ltd
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|
Diversify Advisory Services, LLC
|
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|
Keystone Global Partners, LLC
|
|
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|
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|
TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
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|
Frank, Rimerman Advisors LLC
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|
TOWER TRUST & INVESTMENT Co
|
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|
Westside Investment Management, Inc.
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|
Cliffwater LLC
|
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Fort Point Capital Partners LLC
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|
High Falls Advisors, Inc
|
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|
JFG Wealth Management, LLC
|
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Prime Capital Investment Advisors, LLC
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|
Seeds Investor Llc
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Sandhill Capital Partners LLC
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Godshalk Welsh Capital Management, Inc.
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II
|
|
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
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|
|
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|
Alteri Wealth LLC
|
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|
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|
JPL Wealth Management, LLC
|
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|
Baker Tilly Financial, Llc
|
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|
Fairview Capital Investment Management, Llc
|
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|
Crestwood Advisors Group LLC
|
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|
Curio Wealth, Llc
|
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|
Fairway Wealth LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FLJSX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
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|
Intrust Bank Na
|
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|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Squarepoint Ops LLC
|
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|
|
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|
Hill Investment Group Partners, LLC
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|
Bear Mountain Capital, Inc.
|
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|
|
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|
Royal Harbor Partners, LLC
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|
Waldron Private Wealth LLC
|
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|
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|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
|
|
|
|
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|
Consolidated Planning Corp
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|
|
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|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Acorn Creek Capital Llc
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|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co
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|
Paragon Private Wealth Management, LLC
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|
Keystone Financial Group, Inc.
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|
Register Financial Advisors LLC
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|
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|
Mirador Capital Partners LP
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|
Tectonic Advisors Llc
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|
Clark Capital Management Group, Inc.
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|
Resurgent Financial Advisors LLC
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|
Helen Stephens Group, LLC
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|
Global Wealth Management Investment Advisory, Inc.
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|
Ethos Financial Group, LLC
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
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|
|
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|
Park Place Capital Corp
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|
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|
Nuveen, LLC
|
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|
|
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|
ORG Wealth Partners, LLC
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|
Magnolia Capital Advisors Llc
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|
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|
Tiemann Investment Advisors, Llc
|
|
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|
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|
Stokes Family Office, LLC
|
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|
|
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|
GW&K Investment Management, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
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|
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|
Flagship Harbor Advisors, Llc
|
|
|
|
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|
Prudential Financial Inc
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|
Lbmc Investment Advisors, Llc
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|
AlTi Global, Inc.
|
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|
Main Management LLC
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|
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|
Tevis Investment Management
|
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|
|
|
|
Lpwm Llc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
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|
BridgePort Financial Solutions, LLC
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|
McAdam, LLC
|
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|
Financial Advisory Service, Inc.
|
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|
|
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|
CRA Financial Services, LLC
|
|
|
|
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|
Ignite Planners, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
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|
180 Wealth Advisors, Llc
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|
Riggs Asset Managment Co. Inc.
|
|
|
|
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|
Total Wealth Planning, Llc
|
|
|
|
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|
Morgan Dempsey Capital Management Llc
|
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|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Rational Advisors Llc
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|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
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|
Running Point Capital Advisors, LLC
|
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|
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|
Scotia Capital Inc.
|
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|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
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|
Patron Partners Advisors, Llc
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|
NWF Advisory Services Inc.
|
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|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Sensible Money, LLC
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|
|
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|
Rodgers & Associates, LTD
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|
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|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
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|
|
|
|
|
Sei Investments Co
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|
|
|
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|
Washington Trust Advisors, Inc.
|
|
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|
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|
IMA Wealth, Inc.
|
|
|
|
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|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Ballast Advisors Llc
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|
|
|
|
|
Catalytic Wealth RIA, LLC
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|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
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|
Verdence Capital Advisors LLC
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|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
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Kraft, Davis & Associates, LLC
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Astra Wealth Partners LLC
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Resonant Capital Advisors, LLC
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Landing Point Financial Group, LLC
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CIBC World Markets Inc.
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Bank Of Montreal /can/
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First National Corp /ma/ /adv
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Td Private Client Wealth Llc
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Cypress Wealth Services, LLC
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Bernard Wealth Management Corp.
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Bristlecone Advisors, LLC
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Eqis Capital Management, Inc.
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Turim 21 Investimentos Ltda.
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Life Planning Partners, Inc
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Hofer & Associates. Inc
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North Ridge Wealth Advisors, Inc.
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Wealthedge Investment Advisors, Llc
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Roble, Belko & Company, Inc
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First National Advisers, LLC
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Sunbelt Securities, Inc.
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Lido Advisors, LLC
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Canopy Partners, LLC
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Financial Synergies Wealth Advisors, Inc.
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Putnam Fl Investment Management Co
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TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I
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Leo Wealth, LLC
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Insight Wealth Strategies, LLC
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Rockwood Wealth Management, LLC
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Knightsbridge Asset Management, Llc
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DDFG, Inc
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Chicago Partners Investment Group LLC
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Callan Family Office, LLC
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Efficient Advisors, LLC
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SC&H Financial Advisors, Inc.
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KWB Wealth
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Strategic Wealth Partners, Ltd.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II
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Janney Montgomery Scott LLC
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Waterloo Capital, L.P.
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Courier Capital Llc
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Shelter Ins Retirement Plan
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Wealthgarden F.s. Llc
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Cranbrook Wealth Management, LLC
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Community Financial Services Group, LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Wealth Forward, LLC
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Umpqua Bank
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HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
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Scarborough Advisors, LLC
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Savant Capital, LLC
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Nwam Llc
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Sunbeam Capital Management, LLC
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SummitTX Capital, L.P.
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XML Financial, LLC
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Hibernia Wealth Partners, LLC
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Canandaigua National Bank & Trust Co
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4Thought Financial Group Inc.
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Tower Research Capital LLC (TRC)
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FMNEX - RBB FUND, INC. - Free Market International Equity Fund Institutional Class
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Fulton Bank, N.a.
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Baird Financial Group, Inc.
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American National Bank
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Gradient Capital Advisors, LLC
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Resources Management Corp /ct/ /adv
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Aletheian Wealth Advisors LLC
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Valued Wealth Advisors LLC
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Alaska Permanent Capital Management
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Farmers & Merchants Trust Co of Chambersburg PA
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Kestra Investment Management, LLC
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BCS Private Wealth Management, Inc.
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Kovack Advisors, Inc.
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Wells Trecaso Financial Group, LLC
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Sax Wealth Advisors, Llc
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SOUTH STATE Corp
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Mb, Levis & Associates, Llc
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Blume Capital Management, Inc.
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Seacrest Wealth Management, Llc
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Clarity Asset Management, Inc.
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Wakefield Asset Management LLLP
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Ellenbecker Investment Group
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Alliance Wealth Management Group
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Sequoia Financial Advisors, LLC
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SYM FINANCIAL Corp
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Brookstone Capital Management
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Daymark Wealth Partners, Llc
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Olistico Wealth, LLC
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City National Bank Of Florida /msd
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Strategic Point Investment Advisors, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
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Edgemoor Investment Advisors, Inc.
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Regions Financial Corp
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Massachusetts Financial Services Co /ma/
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Spinnaker Trust
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Measured Wealth Private Client Group, LLC
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Cresset Asset Management, LLC
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Red Door Wealth Management, LLC
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Brandywine Oak Private Wealth Llc
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Beacon Capital Management, LLC
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Summit Wealth Partners, LLC
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Guidance Capital, Inc
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Dynamic Financial Group
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49 Wealth Management, Llc
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Garrett Investment Advisors LLC
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Cyndeo Wealth Partners, LLC
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MA Private Wealth
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Mill Creek Capital Advisors, LLC
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NMIEX - Northern Funds - Active M International Equity Fund
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MONECO Advisors, LLC
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Leuthold Group, Llc
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Trilogy Capital Inc.
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Two West Capital Advisors LLC
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Satovsky Asset Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
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Legacy Wealth Managment, LLC/ID
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Congress Wealth Management LLC / DE /
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U.S. Capital Wealth Advisors, LLC
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Atria Wealth Solutions, Inc.
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American Capital Advisory, LLC
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Aurdan Capital Management, LLC
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Parcion Private Wealth LLC
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Investmark Advisory Group LLC
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Continuum Advisory, LLC
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Bank of Jackson Hole Trust
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Elm Partners Management LLC
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Allegheny Financial Group LTD
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Holos Integrated Wealth LLC
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Olympus Wealth Management, Llc
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Quantinno Capital Management LP
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Midwest Trust Co
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Dixon Mitchell Investment Counsel Inc.
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LVZ Advisors, Inc.
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FSC Wealth Advisors, LLC
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Motive Wealth Advisors
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First Merchants Corp
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Beacon Capital Management, Inc.
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Holcombe Financial, Inc.
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Verum Partners LLC
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FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A
|
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Janney Capital Management LLC
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Waypoint Wealth Partners Inc.
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Keystone Financial Group
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Compass Ion Advisors, LLC
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Provident Wealth Management, LLC
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Brighton Jones Llc
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First Financial Bank - Trust Division
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Parisi Gray Wealth Management
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Sandy Cove Advisors, LLC
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Aureus Asset Management, LLC
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Stonebridge Financial Group, LLC
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Cabot Wealth Management Inc
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Sowell Financial Services LLC
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Sentinel Trust Co Lba
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Apollon Financial, LLC
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Okabena Investment Services Inc
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Calamos Wealth Management LLC
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ESL Trust Services, LLC
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Allie Family Office LLC
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Citizens National Bank Trust Department
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
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Bank Of Nova Scotia Trust Co
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Barrett & Company, Inc.
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Enclave Advisors LLC
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Warren Averett Asset Management, LLC
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Serenus Wealth Advisors, LLC
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Moloney Securities Asset Management, LLC
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Pinnacle Financial Group, LLC / IL
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Elgethun Capital Management
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Capital Advisors Inc/ok
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Occidental Asset Management, LLC
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Red Tortoise LLC
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EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
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Lazari Capital Management, Inc.
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Brickley Wealth Management
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Archer Investment Corp
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OVF - Listed Funds Trust - Overlay Shares Foreign Equity ETF
|
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|
Bangor Savings Bank
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Navigoe, LLC
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Sentinus, LLC
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Comprehensive Financial Planning, Inc./PA
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Wealthfront Advisers Llc
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Trust Co
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Dana Investment Advisors, Inc.
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Chicago Wealth Management, Inc.
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Thompson Investment Management, Inc.
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Greenleaf Trust
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KPP Advisory Services LLC
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Westfuller Advisors, LLC
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Toroso Investments, LLC
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Cahill Wealth Management, LLC
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DiMeo Schneider & Associates, L.L.C.
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Berkshire Bank
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WealthCare Investment Partners, LLC
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Infinity Wealth Counsel, LLC
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Full Sail Capital, LLC
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ORBA Wealth Advisors, L.L.C.
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Everhart Financial Group, Inc.
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Swan Global Investments, LLC
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Promus Capital, LLC
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Pacific Capital Wealth Advisors, Inc
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Cahaba Wealth Management, Inc.
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Kestra Private Wealth Services, Llc
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Wellington Management Group Llp
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Cubist Systematic Strategies, LLC
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Atlanta Consulting Group Advisors, LLC
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First Community Trust Na
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Seven Springs Wealth Group, LLC
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Halbert Hargrove Global Advisors, Llc
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Proffitt & Goodson Inc
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Signet Financial Management, Llc
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JNBA Financial Advisors
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Allworth Financial LP
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ProVise Management Group, LLC
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Chris Bulman Inc
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Centaurus Financial, Inc.
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Opus Capital Group, LLC
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Montecito Bank & Trust
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Mariner, LLC
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Welch & Forbes Llc
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First Citizens Asset Management, Inc.
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Emerald Advisors, LLC
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IHT Wealth Management, LLC
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Wingate Wealth Advisors, Inc.
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Financial Advocates Investment Management
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IFS Advisors, LLC
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Perigon Wealth Management, LLC
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Tufton Capital Management
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Steigerwald, Gordon & Koch Inc.
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Allium Financial Advisors, Llc
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William Howard & Co Financial Advisors Inc
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Princeton Global Asset Management LLC
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Avid Wealth Partners LLC
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GLOBALT Investments LLC / GA
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SageView Advisory Group, LLC
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Mayport, Llc
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Kingsman Wealth Management, Inc.
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Seascape Capital Management
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Evermay Wealth Management Llc
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ORG Partners LLC
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PMG Wealth Management, Inc.
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Carter Financial Group, INC.
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Benjamin Edwards Inc
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Cornerstone Advisory, LLC
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Cm Wealth Advisors Llc
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Modus Advisors, LLC
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Joel Adams & Associates, Inc.
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Flagstone Financial Management
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FLSJX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2050 Retirement Target Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
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|
Kelman-Lazarov, Inc.
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|
Buckingham Strategic Partners
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Anchor Investment Management, LLC
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JGP Wealth Management, LLC
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Maple Capital Management, Inc.
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Millennium Management Llc
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Osterweis Capital Management Inc
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|
Founders Financial Alliance, LLC
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|
Guerra Pan Advisors, Llc
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Bare Financial Services, Inc
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|
Fragasso Group Inc.
|
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|
Stonebridge Capital Advisors LLC
|
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|
First Hawaiian Bank
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|
Accurate Wealth Management, LLC
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|
Detalus Advisors, LLC
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|
Harbor Investment Advisory, Llc
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|
Private Wealth Advisors, LLC
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|
Hirtle Callaghan & Co LLC
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|
Arbor Investment Advisors, LLC
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|
Wood Tarver Financial Group, LLC
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|
Liberty Square Wealth Partners Llc
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|
Petra Financial Advisors Inc
|
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|
|
|
|
AMG National Trust Bank
|
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|
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|
MainStreet Investment Advisors LLC
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|
Kmg Fiduciary Partners, Llc
|
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|
Shelter Mutual Insurance Co
|
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|
Carnegie Capital Asset Management, LLC
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|
Aspen Investment Management Inc
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|
SFG Wealth Management, LLC.
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|
Noesis Capital Mangement Corp
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|
Farther Finance Advisors, LLC
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|
Jfs Wealth Advisors, Llc
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|
|
|
|
FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C
|
|
|
|
|
|
MTC Wealth Management LLC
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|
|
|
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|
Aspiriant, Llc
|
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|
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|
Family Capital Trust Co
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|
Quadrant Capital Group Llc
|
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|
Maseco Llp
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|
BankPlus Trust Department
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|
Hassell Wealth Management, LLC
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Amplius Wealth Advisors, LLC
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|
Pacifica Partners Inc.
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|
Vista Investment Management
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|
Total Investment Management Inc
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|
F/M Investments LLC
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|
NorthLanding Financial Partners, LLC
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|
NOINX - Northern Funds - Northern International Equity Index Fund
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|
|
|
|
|
CSM Advisors, LLC
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SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1
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Wolverine Trading, Llc
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Capital A Wealth Management, LLC
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Stock Yards Bank & Trust Co
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Alamar Capital Management, LLC
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Maryland Capital Advisors Inc.
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National Bank Of Canada /fi/
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EverSource Wealth Advisors, LLC
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Safe Harbor Fiduciary, LLC
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Cobblestone Capital Advisors Llc /ny/
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Passaic Partners LLC
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Orgel Wealth Management, LLC
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Walkner Condon Financial Advisors LLC
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First American Trust, Fsb
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Hancock Whitney Corp
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BCGM Wealth Management, LLC
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Centerpoint Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I
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Compass Financial Services Inc
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Per Stirling Capital Management, LLC.
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SOL Capital Management CO
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Summit Investment Advisory Services, LLC
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Crewe Advisors LLC
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Armstrong Advisory Group, Inc
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Mackenzie Financial Corp
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Balboa Wealth Partners
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Trevian Wealth Management LLC
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Wela Strategies, Inc.
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PFG Advisors
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Goelzer Investment Management, Inc.
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Citizens Financial Group Inc/ri
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Coastline Trust Co
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Thrivent Financial For Lutherans
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Rialto Wealth Management, LLC
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Evoke Wealth, Llc
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Optima Capital Llc
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Confluence Wealth Services, Inc.
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Beacon Financial Advisory LLC
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River Wealth Advisors LLC
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StoneX Group Inc.
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Deane Retirement Strategies, Inc.
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Peregrine Asset Advisers, Inc.
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Citadel Advisors Llc
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JB Capital LLC
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Arrowstreet Capital, Limited Partnership
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Presilium Private Wealth, Llc
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Northcape Wealth Management, Llc
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Meeder Asset Management Inc
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Riversedge Advisors, Llc
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Henrickson Nauta Wealth Advisors, Inc.
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Advyzon Investment Management, LLC
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Fiduciary Advisors, Inc.
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Clear Investment Research, Llc
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First County Bank /CT/
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Rehmann Capital Advisory Group
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Prudential Plc
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Sachetta, LLC
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Guidance Point Advisors, LLC
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FSM Wealth Advisors, LLC
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Wealthcare Advisory Partners LLC
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Formidable Asset Management, LLC
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POM Investment Strategies, LLC
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Qrg Capital Management, Inc.
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Capital Investment Advisors, LLC
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CENTRAL TRUST Co
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Alerus Financial Na
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Makena Capital Management Llc
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Litman Gregory Asset Management LLC
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Brown Brothers Harriman & Co
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MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
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TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
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Armbruster Capital Management, Inc.
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Octavia Wealth Advisors, LLC
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Balentine LLC
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Sfmg, Llc
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Berkshire Money Management, Inc.
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Strategy Asset Managers Llc
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TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
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SRS Capital Advisors, Inc.
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Parr Mcknight Wealth Management Group, Llc
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MSH Capital Advisors LLC
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Sittner & Nelson, Llc
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Envestnet Portfolio Solutions, Inc.
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Waycross Investment Management Co
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RCS Financial Planning, LLC
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Matrix Private Capital Group Llc
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Citigroup Inc
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Tidemark, LLC
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Aprio Wealth Management, LLC
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TRUE Private Wealth Advisors
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Graypoint LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Avant Financial Advisors LLC
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Planwiser Financial, Llc
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Twele Capital Management, Inc.
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NorthRock Partners, LLC
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Marietta Wealth Management, LLC
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ROSS\JOHNSON & Associates LLC
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CacheTech Inc.
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TAGStone Capital, Inc.
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Liberty Wealth Management Llc
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Independent Solutions Wealth Management, LLC
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KFA Private Wealth Group, LLC
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Oxinas Partners Wealth Management LLC
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Connecticut Wealth Management, LLC
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Twelve Points Wealth Management LLC
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King Luther Capital Management Corp
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Range Financial Group LLC
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GPS Wealth Strategies Group, LLC
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GSB Wealth Management, LLC
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CX Institutional
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Kathmere Capital Management, LLC
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Steel Peak Wealth Management LLC
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Quadcap Wealth Management, LLC
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Skopos Labs, Inc.
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Charter Oak Capital Management, LLC
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Dynamic Advisor Solutions LLC
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Summit Investment Advisors, Inc.
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Fidelis Capital Partners, LLC
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Country Trust Bank
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Martel Wealth Advisors Inc
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Compton Financial Group, LLC
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Cullen/frost Bankers, Inc.
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Leavell Investment Management, Inc.
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Knuff & Co LLC
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Rocky Mountain Advisers, Llc
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AE Wealth Management LLC
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Summit Financial, LLC
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XY Planning Network, Inc.
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Berkeley, Inc
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FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class
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Selective Wealth Management, Inc.
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Mma Asset Management Llc
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Inspire Advisors, LLC
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Trueblood Wealth Management, LLC
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Mjp Associates Inc /adv
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Cerity Partners LLC
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Divergent Planning, LLC
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Golden Road Advisors Llc
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PAX Financial Group, LLC
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Old National Bancorp /in/
|
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Private Client Services, Llc
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Appleton Partners Inc/ma
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Helium Advisors LLC
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Smallwood Wealth Investment Management, LLC
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Truepoint, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
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Aspire Capital Advisors LLC
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Wise Wealth Partners
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Acropolis Investment Management, LLC
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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Hill Island Financial Llc
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Meeder Advisory Services, Inc.
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IFP Advisors, Inc
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Brown Advisory Inc
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Centennial Wealth Advisory LLC
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Rogco, Lp
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Beaumont Financial Advisors, LLC
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Endowment Wealth Management, Inc.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II
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Mechanics Financial Corp
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Investor's Fiduciary Advisor Network, LLC
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|
Leverty Financial Group, LLC
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Vigilare Wealth Management
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Phillips Wealth Planners LLC
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TPG Financial Advisors, LLC
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Clear Harbor Asset Management, LLC
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Northeast Financial Consultants Inc
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Collier Financial
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Mayflower Financial Advisors, LLC
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International Private Wealth Advisors LLC
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DBK Financial Counsel, LLC
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Avion Wealth
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Lowe Wealth Advisors, LLC
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Trust Co of the South
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Savvy Advisors, Inc.
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Hubbell Strickland Wealth Management, LLC
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Lavaca Capital Llc
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Round Rock Advisors, LLC
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Mason Street Advisors, Llc
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FC Advisory LLC
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Diversified Trust Co
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Palisade Asset Management, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I
|
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Advisors Capital Management, LLC
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Affiance Financial, LLC
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Apollon Wealth Management, LLC
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Golden State Wealth Management, LLC
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Bowman & Co S.C.
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Legacy Financial Group LLC
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Evernest Financial Advisors, LLC
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Bourgeon Capital Management Llc
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Pitcairn Co
|
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|
Vista Investment Partners Ii, Llc
|
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Plancorp, LLC
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Soltis Investment Advisors LLC
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Pinney & Scofield, Inc.
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Morton Brown Family Wealth, LLC
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Collective Family Office Llc
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Boyd Wealth Management, LLC
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Argent Advisors, Inc.
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Rockbridge Investment Management, LCC
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Patriot Investment Management Inc.
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|
Glenmede Trust Co Na
|
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Tanglewood Legacy Advisors, LLC
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|
Live Oak Private Wealth LLC
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|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Keybank National Association/oh
|
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|
Creative Financial Designs Inc /adv
|
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|
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|
tru Independence LLC
|
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|
Orrstown Financial Services Inc
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|
TruNorth Capital Management, LLC
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|
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I
|
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|
|
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|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
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|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
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|
May Hill Capital, LLC
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
One Capital Management, LLC
|
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|
|
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|
Ritholtz Wealth Management
|
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|
My Purposeful Wealth Corp.
|
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|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
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|
|
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|
Capital Investment Counsel, LLC
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Private Advisor Group, LLC
|
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GHP Investment Advisors, Inc.
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Schoolcraft Capital LLC
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|
CAPROCK Group, Inc.
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Portland Global Advisors LLC
|
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|
|
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|
Rosenberg Matthew Hamilton
|
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|
Independence Bank of Kentucky
|
|
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|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
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|
Madison Wealth Partners, Inc
|
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|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
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|
TL Private Wealth
|
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|
Oarsman Capital, Inc.
|
|
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|
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|
Good Life Advisors, LLC
|
|
|
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|
Quadrant Private Wealth Management, LLC
|
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|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Agf Management Ltd
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|
|
|
|
|
O'Dell Group, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
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|
Great Diamond Partners, LLC
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|
Logan Capital Management Inc
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|
Ausdal Financial Partners, Inc.
|
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|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
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|
Copia Wealth Management
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|
|
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|
David R. Rahn & Associates Inc.
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|
Private Trust Co Na
|
|
|
|
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|
Ironwood Wealth Management, LLC.
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|
Jpmorgan Chase & Co
|
|
|
|
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|
Richardson Financial Services Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
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|
Berger Financial Group, Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Fusion Family Wealth LLC
|
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|
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|
Bellwether Advisors, LLC
|
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|
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|
Penobscot Investment Management Company, Inc.
|
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|
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|
Adaptive Financial Consulting, LLC
|
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|
|
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|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
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Venturi Wealth Management, LLC
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Arcus Capital Partners, LLC
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Lineweaver Wealth Advisors, LLC
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Kingswood Wealth Advisors, Llc
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Pin Oak Investment Advisors Inc
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Wealth Dimensions Group, Ltd.
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Old Second National Bank Of Aurora
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Samalin Investment Counsel, LLC
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MBL Wealth, LLC
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Courage Miller Partners, LLC
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Endeavor Private Wealth, Inc.
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Regal Investment Advisors LLC
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Stratos Wealth Advisors, LLC
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Adams Wealth Management
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Parkside Financial Bank & Trust
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Cowa, Llc
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Kondo Wealth Advisors, Inc.
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Global Trust Asset Management, LLC
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Stifel Financial Corp
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Advisor OS, LLC
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TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
|
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Ade, Llc
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TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I
|
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BCJ Capital Management, LLC
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First Citizens Financial Corp
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Valtinson Bruner Financial Planning LLC
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Raleigh Capital Management Inc.
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Mv Capital Management, Inc.
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Coign Capital Advisors LLC
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Northwest Bancshares, Inc.
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Shepherd Financial Partners LLC
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TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
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Mutual Advisors, LLC
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New Republic Capital, LLC
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MBA Advisors LLC
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Bank OZK
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EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
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Intrua Financial, LLC
|
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FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A
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Baron Financial Group, LLC
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Wescott Financial Advisory Group, LLC
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Centennial Bank/AR/
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
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Axxcess Wealth Management, Llc
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Kovitz Investment Group Partners, LLC
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Galvin, Gaustad & Stein, LLC
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Laurel Wealth Advisors LLC
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Cooper Financial Group
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Forefront Wealth Partners, LLC
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Thoroughbred Financial Services, Llc
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Ellerson Group Inc /adv
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Dunhill Financial, LLC
|
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Bank Of Hawaii
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Colonial Trust Co / SC
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Center for Financial Planning, Inc.
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ERn Financial, LLC
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Dean, Jacobson Financial Services, LLC
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EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
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Meridian Wealth Management, LLC
|
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Lee Financial Co
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Breakwater Capital Group
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TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
|
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Element Wealth, LLC
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LaSalle St. Investment Advisors, LLC
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Slagle Financial, LLC
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Stairway Partners, LLC
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Inman Jager Wealth Management, LLC
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NDVR, Inc.
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BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
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Tacita Capital Inc
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Haverford Financial Services, Inc.
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Proathlete Wealth Management Llc
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Southern Farm Bureau Life Insurance
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|
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FTTAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2045 Retirement Target Fund CLASS A
|
|
|
|
|
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FineMark National Bank & Trust
|
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One Degree Advisors Inc
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Chesley Taft & Associates LLC
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First Bank & Trust
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Harbor Asset Planning, Inc.
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Cwm, Llc
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Bulwark Capital Corp
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Jaffetilchin Investment Partners, LLC
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CFO4Life Group, LLC
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Cardinal Point Capital Management, ULC
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Matson Money. Inc.
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Synergy Investment Management, LLC
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CBM Financial, LLC
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Lgl Partners, Llc
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Keel Point, LLC
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Holistic Planning, LLC
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Foster Victor Wealth Advisors, LLC
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CNB Bank
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Quest 10 Wealth Builders, Inc.
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Patriot Financial Group Insurance Agency, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II
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Spire Wealth Management
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Alta Wealth Advisors LLC
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Arvest Bank Trust Division
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Zacks Investment Management
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Waddell & Associates, Llc
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FSA Advisors, Inc.
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Longview Financial Advisors LLC
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Quotient Wealth Partners, LLC
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WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
|
|
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Cantor Fitzgerald Investment Adviser L.p.
|
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StrongBox Wealth, LLC
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Cypress Capital Management LLC (WY)
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Schrum Private Wealth Management LLC
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LongView Wealth Management
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Rice Partnership, LLC
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Gladstone Institutional Advisory LLC
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Nottingham Advisors, Inc.
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EAAFX - WELLS FARGO FUNDS TRUST - Wells Fargo Asset Allocation Fund Class A
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Creative Planning
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BWM Planning, LLC
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Johnson Financial Group, Inc.
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MRP Capital Investments, LLC
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Nova Wealth Management, Inc.
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Tran Capital Management, L.p.
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Shayne & Co., Llc
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Noble Wealth Management PBC
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FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
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Clarkston Capital Partners, LLC
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Rappaport Reiches Capital Management, LLC
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Bailard, Inc.
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Conservest Capital Advisors, Inc.
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Vista Private Wealth Partners. LLC
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Vickerman Investment Advisors, Inc.
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ADG Wealth Management Group, LLC
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NCM Capital Management, LLC
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Wesbanco Bank Inc
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PFG Investments, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Geometric Wealth Advisors
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IFG Advisory, LLC
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Coastal Investment Advisors, Inc.
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Hills Bank & Trust Co
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Emprise Bank
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|
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
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Paradigm Financial Partners, Llc
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Pure Financial Advisors, Inc.
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Midland Wealth Advisors Llc
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West Michigan Advisors, Llc
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Zrc Wealth Management, Llc
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First Manhattan Co
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Sculati Wealth Management, LLC
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Sound View Wealth Advisors Group, LLC
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
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Veracity Capital LLC
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MidAtlantic Capital Management, Inc.
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Fsb Premier Wealth Management, Inc.
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Wetherby Asset Management Inc
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Cypress Capital Group
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SoundView Advisors Inc.
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Foundry Financial Group, Inc.
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Heritage Family Offices, LLP
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Signature Securities Group Corporation
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|
Fortress Financial Group, Llc
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Intrepid Financial Planning Group LLC
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ShoreHaven Wealth Partners, LLC
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Advisor Group Holdings, Inc.
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Jane Street Group, Llc
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Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
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First United Bank Trust/
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Capital Group Private Client Services, Inc.
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3Chopt Investment Partners, LLC
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Regatta Capital Group, Llc
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Encompass Wealth Advisors, Llc
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Sawyer & Company, Inc
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Sierra Capital LLC
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Parkside Advisors LLC
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Wharton Business Group, LLC
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|
Envision Financial LLC
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|
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|
Massmutual Trust Co Fsb/adv
|
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|
Correct Capital Wealth Management
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|
FourThought Financial Partners, LLC
|
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Harvest Investment Services, LLC
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Victory Financial Group, Llc
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BlueSky Wealth Advisors, LLC
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Diversified Enterprises, LLC
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Somerset Trust Co
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Annex Advisory Services, LLC
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Df Dent & Co Inc
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Mirae Asset Global Investments Co., Ltd.
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Retirement Investment Advisors, Inc.
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ROMO - Strategy Shares - Strategy Shares Newfound/ReSolve Robust Momentum ETF
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Revolve Wealth Partners, LLC
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Hm Payson & Co
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Core Wealth Advisors, Inc.
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Coco Enterprises, LLC
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Royal Bank Of Canada
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CGC Financial Services, LLC
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Parkworth Wealth Management, Inc.
|
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Riverwater Partners LLC
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Eaton Financial Holdings Company, LLC
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|
|
Urban Financial Advisory Corp
|
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|
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|
Kooman & Associates
|
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|
Aspen Wealth Strategies, LLC
|
|
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|
|
|
Waterway Wealth Management, LLC
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|
Pine Ridge Advisers LLC
|
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|
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|
Cornerstone Advisors Asset Management, Inc
|
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|
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|
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
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|
|
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|
Eldridge Investment Advisors, Inc.
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Park Square Financial Group, LLC
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Sand Hill Global Advisors, LLC
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Little House Capital Llc
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Principal Securities, Inc.
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|
LexAurum Advisors, LLC
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|
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First Pacific Financial
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|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
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|
|
Innovative Wealth Building LLC
|
|
|
|
|
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Pathway Financial Advisors LLC
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Condor Capital Management
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Punch & Associates Investment Management, Inc.
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|
CBIZ Investment Advisory Services, LLC
|
|
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|
STAR Financial Bank
|
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|
First Foundation Advisors
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|
|
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|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
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Towercrest Capital Management
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|
McKinley Carter Wealth Services, Inc.
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|
Watershed Private Wealth Llc
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Mountain Hill Investment Partners Corp.
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|
My Legacy Advisors, LLC
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|
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HB Wealth Management, LLC
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|
Mitchell Capital Management Co
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Interchange Capital Partners, LLC
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GM Advisory Group, Inc.
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DKM Wealth Management, Inc.
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Richards, Merrill & Peterson, Inc.
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Blue Chip Partners, Inc.
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Elmwood Wealth Management, Inc.
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Gateway Wealth Partners, LLC
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Burney Co/
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|
Natixis Advisors, L.p.
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|
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|
Colton Groome Financial Advisors, Llc
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|
Wealth Management Partners, LLC
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|
Vicus Capital
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|
Diversify Wealth Management, Llc
|
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|
Rathbone Brothers plc
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|
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|
ABLE Financial Group, LLC
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|
DecisionPoint Financial, LLC
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|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II
|
|
|
|
|
|
Lincoln Capital LLC
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|
|
|
|
|
Smith, Moore & Co.
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|
Wealth Architects, LLC
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|
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
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|
Neuberger Berman Group LLC
|
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|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
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|
Capital Planning LLC
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|
|
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Fiduciary Group LLC
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|
Vontobel Holding Ltd.
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|
Pensionmark Financial Group, Llc
|
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|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Lcnb Corp
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Smith & Howard Wealth Management, LLC
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Mesirow Financial Investment Management, Inc.
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Asset Dedication, LLC
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Investment Research & Advisory Group, Inc.
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|
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|
Smithbridge Asset Management Inc/de
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|
|
|
|
FLTFX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2055 Retirement Target Fund Class A
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
TCTC Holdings, LLC
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|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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|
|
|
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|
Planning Alternatives Ltd /adv
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JSF Financial, LLC
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|
White Lighthouse Investment Management Inc.
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|
Elyxium Wealth, LLC
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Headinvest, Llc
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|
Main Street Financial Solutions, LLC
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Spirepoint Private Client, Llc
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EP Wealth Advisors, Inc.
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|
Change Path, LLC
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Delta Asset Management Llc/tn
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|
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|
Rossmore Private Capital
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Simon Quick Advisors, Llc
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Kaydan Wealth Management, Inc.
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Landmark Wealth Management, LLC
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Evercore Wealth Management, LLC
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Daner Wealth Management, LLC
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|
Gold Investment Management Ltd.
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Exchange Traded Concepts, Llc
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Fund Evaluation Group, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I
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Nations Financial Group Inc, /ia/ /adv
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Cornerstone Planning Group LLC
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TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
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New England Asset Management Inc
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Center For Asset Management LLC
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Marion Wealth Management
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Hughes Financial Services, LLC
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Geneos Wealth Management Inc.
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Wolff Wiese Magana Llc
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Golden State Equity Partners
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UBS Group AG
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National Asset Management, Inc.
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Kings Path Partners LLC
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Betterment LLC
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Adviser Investments LLC
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Wealth Alliance
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WASHINGTON TRUST Co
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AdvisorNet Financial, Inc
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CI Private Wealth, LLC
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Lynx Investment Advisory
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Empirical Asset Management, LLC
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Commonwealth Equity Services, Llc
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Perennial Investment Advisors, LLC
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Iams Wealth Management, Llc
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O'shaughnessy Asset Management, Llc
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PBMares Wealth Management LLC
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Global View Capital Management LLC
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PFS Partners, LLC
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Prospect Financial Services LLC
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Blue Oak Capital, LLC
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Klingman & Associates, LLC
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BlackDiamond Wealth Management Inc.
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Wiser Wealth Management, Inc
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Hollencrest Capital Management
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Gerber Kawasaki Wealth & Investment Management
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DT Investment Partners, LLC
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Williams Jones Wealth Management, LLC.
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Private Wealth Asset Management, LLC
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Marshall & Sterling Wealth Advisors Inc.
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MKT Advisors LLC
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Horizon Bancorp Inc /in/
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Ameritas Investment Partners, Inc.
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Archford Capital Strategies, LLC
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TFB Advisors LLC
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Salomon & Ludwin, LLC
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Country Club Bank /gfn
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Fortitude Family Office, LLC
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Deutsche Bank Ag\
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Millstone Evans Group, LLC
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Abc Arbitrage Sa
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Ewa, Llc
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Finley Financial, LLC
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Fifth Third Wealth Advisors LLC
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VisionPoint Advisory Group, LLC
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Maltin Wealth Management, Inc.
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CarsonAllaria Wealth Management, Ltd.
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Mission Creek Capital Partners, Inc.
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Atticus Wealth Management, Llc
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McNamara Financial Services, Inc.
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FMVIX - RBB FUND, INC. - Matson Money International Equity VI Portfolio Institutional Class
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JustInvest LLC
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Market Street Wealth Management Advisors Llc
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Equitable Holdings, Inc.
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Manning & Napier Advisors Llc
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Cardiff Park Advisors, Llc
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Resources Investment Advisors, LLC.
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Integrity Alliance, Llc.
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Pinnacle Financial Partners Inc
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NorthStar Asset Management LLC /NJ/
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Disciplina Capital Management LLC
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Capital Advisors Wealth Management, LLC
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Rock Creek Group, LP
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Level Wealth Management LLC
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Forza Wealth Management, LLC
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Key Client Fiduciary Advisors, LLC
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1832 Asset Management L.P.
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Mitchell Mcleod Pugh & Williams Inc
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Absolute Capital Management, LLC
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HHM Wealth Advisors, LLC
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City Holding Co
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Brown Wealth Management, Llc
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Morton Capital Management LLC/CA
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GeoWealth Management, LLC
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DAVENPORT & Co LLC
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MidWestOne Financial Group, Inc.
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Victrix Investment Advisors
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Horizon Investments, LLC
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TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
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Prosperity Consulting Group, LLC
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Camden National Bank
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First Business Financial Services, Inc.
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Smith, Salley & Associates
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Arkansas Financial Group, Inc.
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Stash Investments, LLC
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Central Pacific Bank - Trust Division
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SJS Investment Consulting Inc.
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Certus Wealth Management, LLC
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Newton One Investments LLC
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Lockheed Martin Investment Management Co
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Salem Investment Counselors Inc
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Haverford Trust Co
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NewEdge Wealth, LLC
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Lee-Kelleher Wealth Management
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Texas Yale Capital Corp.
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Tranquility Partners, LLC
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Signaturefd, Llc
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West Bancorporation Inc
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Bank Of America Corp /de/
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First National Bank & Trust Co Of Newtown
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Tradewinds Capital Management, LLC
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Birchbrook, Inc.
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Kilter Group LLC
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Merkkuri Wealth Advisors LLC
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Turtle Creek Wealth Advisors, LLC
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University of Massachusetts Foundation, Inc.
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Gries Financial Llc
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American Trust
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HighMark Wealth Management LLC
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Bull Oak Capital, LLC
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Coordinated Financial Services, Inc./CO
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Bearing Point Capital, Llc
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Human Investing LLC
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Creekmur Asset Management LLC
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Eley Financial Management, Inc
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Bleakley Financial Group, LLC
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Custos Family Office, LLC
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USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares
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Boston Research & Management Inc
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Commonwealth Financial Services, LLC
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Evensky & Katz LLC
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Park Avenue Securities Llc
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Cahill Financial Advisors Inc
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Addison Advisors LLC
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Iowa State Bank
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Providence Capital Advisors, LLC
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Access Financial Services, Inc.
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MontVue Capital Management, Inc.
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Stelac Advisory Services LLC
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Aqr Capital Management Llc
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Jones Financial Companies Lllp
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Pines Wealth Management, LLC
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Bank of New York Mellon Corp
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MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A
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NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Camelot Technology Advisors, Inc.
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Cornerstone Wealth Management, LLC
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Nova R Wealth, Inc.
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Marquette Associates, Inc.
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Naples Global Advisors, Llc
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Morris Financial Concepts, Inc.
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First PREMIER Bank
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Indiana Trust & Investment Management CO
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Bryant Woods Investment Advisors, LLC
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Capital Performance Advisors Llp
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Fairvoy Private Wealth, LLC
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SCS Capital Management LLC
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Mycio Wealth Partners, Llc
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Arkadios Wealth Advisors
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Qube Research & Technologies Ltd
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Mission Wealth Management, Lp
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Institute for Wealth Management, LLC.
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Neumann Capital Management, LLC
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Penney Financial, LLC
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RPTC Inc.
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Axiom International Investors Llc /de
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Coordinated Financial Services, Inc.
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Simplicity Wealth,LLC
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Valmark Advisers, Inc.
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Crowley Wealth Management, Inc.
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Gilbert & Cook, Inc.
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Fiduciary Alliance LLC
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Root Financial Partners, LLC
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Poinciana Advisors Group, Llc
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Vident Advisory, LLC
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SigFig Wealth Management, LLC
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|
Synovus Financial Corp
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|
Roberts Glore & Co Inc /il/
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PACIFIC SELECT FUND - International Value Portfolio Class I
|
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|
Cypress Point Wealth Management, LLC
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|
Davis Capital Management
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Legacy Capital Wealth Partners, LLC
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Schiavi & Co LLC
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Emerald Investment Partners, Llc
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Gray Private Wealth, LLC
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LM Advisors LLC
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Wealthspire Advisors, LLC
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Winthrop Capital Management, LLC
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Fortis Advisors, LLC
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Tsfg, Llc
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Compass Investment Advisers LLC
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Moneta Group Investment Advisors Llc
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Proquility Private Wealth Partners, LLC
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Raymond James Financial Inc
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CFS Investment Advisory Services, LLC
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|
Equitable Trust Co
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
