|
Integrated Capital Management, LLC
|
|
|
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|
|
Decker Retirement Planning Inc.
|
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|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
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|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
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|
|
REDW Wealth LLC
|
|
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|
|
Greykasell Wealth Strategies, Inc.
|
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|
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|
|
Abel Hall, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
|
|
Valley National Advisers Inc
|
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|
|
|
|
Emerald Advisors, LLC
|
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|
|
CFO4Life Group, LLC
|
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|
Stephens Consulting, LLC
|
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|
Aprio Wealth Management, LLC
|
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|
American Capital Advisory, LLC
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
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|
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|
|
Daymark Wealth Partners, Llc
|
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|
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|
Goldstein Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
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|
Traveka Wealth, LLC
|
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|
Quantinno Capital Management LP
|
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|
Central Pacific Bank - Trust Division
|
|
|
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|
|
Quadrant Private Wealth Management, LLC
|
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|
KDK Private Wealth Management, LLC
|
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|
Seven Mile Advisory
|
|
|
|
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|
Towercrest Capital Management
|
|
|
|
|
|
ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
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|
|
10Elms LLP
|
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|
|
King Wealth
|
|
|
|
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|
Quad-Cities Investment Group, LLC
|
|
|
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|
|
Hanson & Doremus Investment Management
|
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|
|
|
|
Capital Investment Advisors, LLC
|
|
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|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
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|
RPTC Inc.
|
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|
Pacific Life Fund Advisors LLC
|
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|
Bowman & Co S.C.
|
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|
Avantax Advisory Services, Inc.
|
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|
Willis Johnson & Associates, Inc.
|
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|
Level Four Advisory Services, Llc
|
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|
|
MEMBERS Trust Co
|
|
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|
|
New Millennium Group LLC
|
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|
|
Pandora Wealth, Inc.
|
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|
|
|
American National Bank
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
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|
|
Pembroke Management, LTD
|
|
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|
|
Matrix Private Capital Group Llc
|
|
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|
|
Beacon Capital Management, LLC
|
|
|
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|
|
Empower Advisory Group, LLC
|
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|
|
Next Capital Management LLC
|
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|
|
Principal Financial Group Inc
|
|
|
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|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
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|
|
Ssi Investment Management Llc
|
|
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|
|
Ayalon Holdings Ltd.
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
University of Massachusetts Foundation, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
Lincoln National Corp
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
NDAAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Aggressive Fund Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
OVF - Listed Funds Trust - Overlay Shares Foreign Equity ETF
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderate Index Allocation Fund Standard Class
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FLP Wealth Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
LPRDX - BlackRock Funds III - BlackRock LifePath Dynamic 2030 Fund Investor A Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Olympus Wealth Management, Llc
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
|
ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
NWMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2040 Fund Class A
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Conservative Index Allocation Fund Standard Class
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Santa Clara Valley Transportation Authority
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
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TOWER TRUST & INVESTMENT Co
|
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Black Diamond Financial, LLC
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Tanager Wealth Management LLP
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Kooman & Associates
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Horan Securities, Inc.
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Roth Financial Partners LLC
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Covestor Ltd
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Avenue 1 Advisors, LLC
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Evergreen Capital Management Llc
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Certified Advisory Corp
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Resources Management Corp /ct/ /adv
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Avantra Family Wealth, Inc.
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Blue Bell Private Wealth Management, Llc
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Frank, Rimerman Advisors LLC
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TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
|
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Miracle Mile Advisors, LLC
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Trust Co of the South
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Grimes & Company, Inc.
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Bailard, Inc.
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Smithfield Trust Co
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Schwarz Dygos Wheeler Investment Advisors Llc
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Clarius Group, LLC
|
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Citigroup Inc
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Retirement Wealth Solutions LLC
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Foundry Financial Group, Inc.
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ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
|
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Sigma Investment Counselors Inc
|
|
|
|
|
|
NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
|
|
|
|
|
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Sharkey, Howes & Javer
|
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|
|
|
|
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I
|
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Vantage Point Financial LLC
|
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|
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Centennial Bank/AR/
|
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Pensionmark Financial Group, Llc
|
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APCM Wealth Management for Individuals
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Iron Horse Wealth Management, LLC
|
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TAGStone Capital, Inc.
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Portside Wealth Group, LLC
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Larson Financial Group LLC
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
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|
Nepc Llc
|
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WCG Wealth Advisors LLC
|
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|
|
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|
Cary Street Partner Investment Advisory Llc
|
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AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
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Clune & Associates, Ltd.
|
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Probity Advisors, Inc.
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First National Trust Co
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Fairman Group, LLC
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NDVR, Inc.
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Tudor Financial Inc.
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Fourth Dimension Wealth, LLC
|
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Cabot-Wellington, LLC
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Hara Capital LLC
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Moser Wealth Advisors, LLC
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Warren Street Wealth Advisors, LLC
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Ashton Thomas Private Wealth, LLC
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Old Second National Bank Of Aurora
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Kestra Advisory Services, LLC
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Axos Invest Inc.
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Bank Of Hawaii
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Stonebrook Private Inc.
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Global Financial Private Client, LLC
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TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
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YHB Investment Advisors, Inc.
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Steele Capital Management, Inc.
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Callan Capital, LLC
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MBA Advisors LLC
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Sachetta, LLC
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National Asset Management, Inc.
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TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
|
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Cresset Asset Management, LLC
|
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Onyx Bridge Wealth Group LLC
|
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Hemington Wealth Management
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Costello Asset Management, INC
|
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NFP Retirement, Inc.
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Great Point Wealth Advisors, LLC
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Old Point Trust & Financial Services N A
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Bahl & Gaynor Inc
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LJI Wealth Management, LLC
|
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Tactive Advisors, LLC
|
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Fedenia Advisers LLC
|
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Continental Advisors Llc
|
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Fft Wealth Management Llc
|
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Legacy Wealth Asset Management, LLC
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Us Bancorp \de\
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Marshall & Sterling Wealth Advisors Inc.
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Fragasso Group Inc.
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Family Investment Center, Inc.
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Wealthfront Advisers Llc
|
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Boreal Capital Management LLC
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Ogorek Anthony Joseph /ny/ /adv
|
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Alesco Advisors Llc
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Ancora Advisors, LLC
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Lam Group, Inc.
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Clarity Capital Partners LLC
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Swan Global Investments, LLC
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Live Oak Private Wealth LLC
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GAM Holding AG
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Diversified Portfolios, Inc.
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Resonant Capital Advisors, LLC
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Stonekeep Investments, LLC
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Glen Eagle Advisors, LLC
|
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Millstone Evans Group, LLC
|
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Presilium Private Wealth, Llc
|
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
|
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Signature Securities Group Corporation
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Herold Advisors, Inc.
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Aspire Private Capital, LLC
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David R. Rahn & Associates Inc.
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Twelve Points Wealth Management LLC
|
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Noesis Capital Mangement Corp
|
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|
Kings Path Partners LLC
|
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|
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|
FMVIX - RBB FUND, INC. - Matson Money International Equity VI Portfolio Institutional Class
|
|
|
|
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|
GSB Wealth Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
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|
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
|
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|
|
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|
PKO Investment Management Joint-Stock Co
|
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|
Sunpointe, LLC
|
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|
Galvin, Gaustad & Stein, LLC
|
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|
Helium Advisors LLC
|
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|
|
|
|
AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
|
|
|
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|
Doliver Advisors, Lp
|
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|
Full Sail Capital, LLC
|
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|
Well Done, LLC
|
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Legacy Investment Solutions, LLC
|
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Talon Private Wealth, LLC
|
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|
Conning Inc.
|
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|
Everett Harris & Co /ca/
|
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|
Abound Wealth Management
|
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|
|
|
|
Atticus Wealth Management, Llc
|
|
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|
|
|
Trust Co Of Toledo Na /oh/
|
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|
|
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|
BCGM Wealth Management, LLC
|
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|
AE Wealth Management LLC
|
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|
Washington Trust Advisors, Inc.
|
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|
FSA Wealth Management LLC
|
|
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|
Midwest Heritage Bank, FSB
|
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|
Disciplined Investments, LLC
|
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|
CacheTech Inc.
|
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We Are One Seven, LLC
|
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apricus wealth, LLC
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TFB Advisors LLC
|
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|
Ellevest, Inc.
|
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|
Financial Life Advisors
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Minot DeBlois Advisors LLC
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BTG Pactual Asset Management US LLC
|
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Equita Financial Network, Inc.
|
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Beckerman Institutional, LLC
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Madison Wealth Partners, Inc
|
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Meridian Wealth Partners, LLC
|
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|
Chris Bulman Inc
|
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|
|
|
|
Tsfg, Llc
|
|
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
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|
Piscataqua Savings Bank
|
|
|
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|
Braun-Bostich & Associates Inc.
|
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|
|
|
|
KFA Private Wealth Group, LLC
|
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Bristlecone Advisors, LLC
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FF Advisors,LLC
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Mv Capital Management, Inc.
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|
Wsfs Capital Management, Llc
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Hi-Line Capital Management, LLC
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|
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|
Pallas Capital Advisors LLC
|
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|
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|
Vista Wealth Management Group, LLC
|
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|
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|
Unique Wealth, Llc
|
|
|
|
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|
Wealthquest Corp
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
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|
|
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|
Baker Avenue Asset Management, LP
|
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|
Nottingham Advisors, Inc.
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Ntv Asset Management Llc
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Cornell Pochily Investment Advisors, Inc.
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Gallagher Fiduciary Advisors, LLC
|
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Pnc Financial Services Group, Inc.
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|
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|
Canopy Partners, LLC
|
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|
|
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|
LPRAX - BlackRock Funds III - BlackRock LifePath Dynamic Retirement Fund Investor A Shares
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Northside Capital Management, LLC
|
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|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
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|
Traub Capital Management LLC
|
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|
|
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|
NewEdge Wealth, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
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|
Novus Advisors, Llc
|
|
|
|
|
|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
|
|
|
|
|
Wit, Llc
|
|
|
|
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|
Vivaldi Capital Management, LLC
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Chicago Capital, LLC
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Ramirez Asset Management, Inc.
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Summit Trail Advisors, Llc
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|
VAUGHAN & Co SECURITIES, INC.
|
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|
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|
Plancorp, LLC
|
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|
Centaurus Financial, Inc.
|
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|
Wells Financial Advisors INC
|
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|
Aurdan Capital Management, LLC
|
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|
Joel Isaacson & Co., LLC
|
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|
|
|
Cwm, Llc
|
|
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|
|
|
Vertex Planning Partners, LLC
|
|
|
|
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|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
First Financial Corp /in/
|
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|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
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|
Motco
|
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Global Strategic Investment Solutions, LLC
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|
WESCAP Management Group, Inc.
|
|
|
|
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|
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
|
|
|
|
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|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF
|
|
|
|
|
|
Municipal Employees' Retirement System of Michigan
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
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|
Woodmont Investment Counsel Llc
|
|
|
|
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|
Haverford Trust Co
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Oak Root LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
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|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
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|
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|
Headinvest, Llc
|
|
|
|
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|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
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|
Riverview Trust Co
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
LPRFX - BlackRock Funds III - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares
|
|
|
|
|
|
NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
EMCC - Global X Funds - Global X MSCI Emerging Markets Covered Call ETF
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
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|
One Wealth Capital Management, Llc
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Sage Mountain Advisors LLC
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ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
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Cape Investment Advisory, Inc.
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Heritage Trust Co
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Chesley Taft & Associates LLC
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West Branch Capital LLC
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Bank of Jackson Hole Trust
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Montag A & Associates Inc
|
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Milestone Asset Management Group, LLC
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Farmers National Bank
|
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Sensible Money, LLC
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Salomon & Ludwin, LLC
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Lpwm Llc
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New England Asset Management Inc
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Astoria Portfolio Advisors LLC.
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Compagnie Lombard Odier SCmA
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Money Design Co.,Ltd.
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Toth Financial Advisory Corp
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Hibernia Wealth Partners, LLC
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Ohio National Investments, Inc.
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4Thought Financial Group Inc.
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Qube Research & Technologies Ltd
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Maripau Wealth Management Llc
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Tfo-tdc, Llc
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Savant Capital, LLC
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Sepio Capital, LP
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Fulcrum Capital LLC
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Center For Asset Management LLC
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Western Wealth Management, LLC
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Elevate Wealth Advisory, Inc
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Signal Advisors Wealth, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Little House Capital Llc
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Fifth Third Wealth Advisors LLC
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Cantor Fitzgerald Investment Adviser L.p.
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PFG Investments, LLC
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Nbt Bank N A /ny
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Barrett & Company, Inc.
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Umb Bank N A/mo
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TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
|
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Roxbury Financial LLC
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Texas Capital Bancshares Inc/tx
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Hollencrest Capital Management
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Urban Financial Advisory Corp
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Novem Group
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Postrock Partners Llc
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Moneywise, Inc.
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AA Financial Advisors, LLC
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Wbh Advisory Inc
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Spire Wealth Management
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TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
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Patriot Investment Management Inc.
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Essential Planning, LLC.
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Grand Wealth Management, Llc
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Tiemann Investment Advisors, Llc
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Mmbg Investment Advisors Co.
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Jpmorgan Chase & Co
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Ameritas Investment Partners, Inc.
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Resurgent Financial Advisors LLC
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Wells Fargo & Company/mn
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West Wealth Group, LLC
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Sage Advisory Services, Ltd.Co.
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Verum Partners LLC
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IVC Wealth Advisors LLC
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Focused Wealth Management, Inc
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Financial Engines Advisors L.L.C.
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Lodestar Private Asset Management Llc
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Thrive Wealth Management, LLC
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Warwick Investment Management, Inc.
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BluePointe Capital Management, LLC
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Maia Wealth LLC
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Community Bank, N.A.
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Catalina Capital Group, LLC
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|
Aaron Wealth Advisors LLC
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Citizens & Northern Corp
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Liberty Wealth Management Llc
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Operose Advisors LLC
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S.A. Mason LLC
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Life Planning Partners, Inc
|
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GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
|
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Stratos Wealth Partners, LTD.
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Richardson Financial Services Inc.
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May Hill Capital, LLC
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Auxano Advisors, LLC
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Comerica Bank
|
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Capital Asset Advisory Services LLC
|
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|
IFP Advisors, Inc
|
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International Private Wealth Advisors LLC
|
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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|
C M Bidwell & Associates Ltd
|
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|
Wolff Wiese Magana Llc
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|
Quattro Financial Advisors Llc
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Silverlake Wealth Management Llc
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Nilsine Partners, LLC
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5T Wealth, LLC
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Captrust Financial Advisors
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Tortoise Investment Management, LLC
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FDx Advisors, Inc.
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Lifelong Wealth Advisors, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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Great Valley Advisor Group, Inc.
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Crews Bank & Trust
|
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Dopkins Wealth Management, Llc
|
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Kestra Private Wealth Services, Llc
|
|
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RDA Financial Network
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SageView Advisory Group, LLC
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Focus Financial Network, Inc.
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Adams Wealth Management
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Guidance Capital, Inc
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JMG Financial Group, Ltd.
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|
NWATX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2065 Fund Institutional Service Class
|
|
|
|
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|
Five Oceans Advisors
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
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|
Sound View Wealth Advisors Group, LLC
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Dohj, Llc
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Scotia Capital Inc.
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MJT & Associates Financial Advisory Group, Inc.
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Wealth Dimensions Group, Ltd.
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
|
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|
MeadowBrook Investment Advisors LLC
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Private Trust Co Na
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Newman Dignan & Sheerar, Inc.
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Rockefeller Capital Management L.P.
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Financial Perspectives, Inc
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|
Arrowstreet Capital, Limited Partnership
|
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|
Envestnet Asset Management Inc
|
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|
|
B.O.S.S. Retirement Advisors, LLC
|
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|
|
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|
Adaptive Financial Consulting, LLC
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Stokes Family Office, LLC
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|
Inherent Management Corp.
|
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|
Global Wealth Strategies & Associates
|
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|
Oxford Financial Group Ltd
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Financial Freedom, LLC
|
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|
Crewe Advisors LLC
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American Financial Advisors, LLC
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|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
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|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
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|
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|
Cyndeo Wealth Partners, LLC
|
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|
PCA Investment Advisory Services Inc.
|
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|
|
|
Spurstone Advisory Services, LLC
|
|
|
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|
Mount Yale Investment Advisors, LLC
|
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|
|
|
Lockheed Martin Investment Management Co
|
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|
|
|
Rsm Us Wealth Management Llc
|
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|
|
Three Bridge Wealth Advisors, LLC
|
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|
Glass Jacobson Investment Advisors llc
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|
Foster Group, Inc.
|
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|
World Equity Group, Inc.
|
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|
First PREMIER Bank
|
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|
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|
Capitolis Liquid Global Markets LLC
|
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|
|
|
|
Balentine LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
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|
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|
Heritage Investors Management Corp
|
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|
Stephens Group Asset Management, Llc
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Aptus Capital Advisors, LLC
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Atria Wealth Solutions, Inc.
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Coordinated Financial Services, Inc.
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McNamara Financial Services, Inc.
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Keybank National Association/oh
|
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Magnus Financial Group LLC
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|
First Foundation Advisors
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|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
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|
North Star Asset Management Inc
|
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|
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|
|
Global Wealth Management Investment Advisory, Inc.
|
|
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|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
NWIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2030 Fund Class A
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
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|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Wilshire Associates Inc
|
|
|
|
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|
Bank of Marin
|
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|
Signet Financial Management, Llc
|
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|
LVZ Advisors, Inc.
|
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|
Stonebridge Financial Group, LLC
|
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|
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|
Raleigh Capital Management Inc.
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|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
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|
|
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|
Rockland Trust Co
|
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|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
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|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Alaska Permanent Capital Management
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
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Fifth Third Securities, Inc.
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Norris Perne & French Llp/mi
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Ameritas Advisory Services, LLC
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Mill Creek Capital Advisors, LLC
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Cahill Financial Advisors Inc
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MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A
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Regions Financial Corp
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Family Wealth Group, LLC
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TruNorth Capital Management, LLC
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Barnes Wealth Management Group, Inc
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New York Life Investment Management Llc
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Rf&l Wealth Management, Llc
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Kingswood Wealth Advisors, Llc
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AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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Wrenne Financial Planning LLC
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DAVENPORT & Co LLC
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Collaborative Wealth Managment Inc.
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Highland Capital Management, Llc
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North Capital, Inc.
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VisionPoint Advisory Group, LLC
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Strategic Investment Advisors / MI
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BlackRock, Inc.
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JustInvest LLC
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Nations Financial Group Inc, /ia/ /adv
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Lcnb Corp
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Heritage Financial Services, LLC
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Aspiriant, Llc
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Sofos Investments, Inc.
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BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
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Greenline Partners, LLC
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TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
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49 Wealth Management, Llc
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North Ridge Wealth Advisors, Inc.
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Key FInancial Inc
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Lloyd Advisory Services, LLC.
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FineMark National Bank & Trust
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Burford Brothers, Inc.
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Benjamin Edwards Inc
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CNB Bank
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Headlands Technologies LLC
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Amara Financial, Llc.
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Nationwide Fund Advisors
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Rathbone Brothers plc
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Chai Trust Co Llc
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Equitable Holdings, Inc.
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Citadel Advisors Llc
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Haverford Financial Services, Inc.
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Argonautica Private Wealth Management, Inc
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Consolidated Portfolio Review Corp
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LM Advisors LLC
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Wealth Quarterback LLC
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
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Alliance Wealth Management Group
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ORG Partners LLC
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High Falls Advisors, Inc
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L2 Asset Management, LLC
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Eldridge Investment Advisors, Inc.
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Accurate Wealth Management, LLC
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Financial Advisory Corp /ut/ /adv
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Grove Bank & Trust
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Main Street Financial Solutions, LLC
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BLB&B Advisors, LLC
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Change Path, LLC
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Genesis Wealth Advisors, LLC
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Mercer Global Advisors Inc /adv
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Aries Wealth Management
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Agf Management Ltd
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Cornerstone Partners Capital Management, Llc
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Net Worth Advisory Group
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Becker Capital Management Inc
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Balanced Rock Investment Advisor
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Fusion Family Wealth LLC
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Pinnacle Bancorp, Inc.
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Citizens Business Bank
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IAG Wealth Partners, LLC
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Valmark Advisers, Inc.
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Vista Capital Partners, Inc.
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GWM Advisors LLC
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Garrett Investment Advisors LLC
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Oak Harbor Wealth Partners, Llc
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Diversify Wealth Management, Llc
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Naviter Wealth, LLC
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Maridea Wealth Management LLC
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Signaturefd, Llc
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Prudent Man Investment Management, Inc.
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Shelter Ins Retirement Plan
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Gitterman Wealth Management, LLC
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State Of Wisconsin Investment Board
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Inscription Capital, LLC
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Optiver Holding B.V.
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Gts Securities Llc
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Manchester Capital Management LLC
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Evolution Wealth Management Inc.
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Comprehensive Money Management Services LLC
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Stephens Inc /ar/
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Nicolet Bankshares Inc
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Blueprint Financial Advisors LLC
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TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
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Bank Of Nova Scotia
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Allianz Se
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Breakwater Investment Management
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Richards, Merrill & Peterson, Inc.
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Glassman Wealth Services
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Toroso Investments, LLC
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Morgan Stanley
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Certus Wealth Management, LLC
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Strategic Advocates LLC
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Jones Financial Companies Lllp
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National Bank Of Canada /fi/
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LexAurum Advisors, LLC
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LGT Financial Advisors LLC
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O'shaughnessy Asset Management, Llc
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Sovereign Investment Advisors, LLC
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Rockbridge Investment Management, LCC
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Lmcg Investments, Llc
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D.a. Davidson & Co.
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Dynamic Advisor Solutions LLC
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Highview Capital Management LLC/DE/
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Daner Wealth Management, LLC
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TSA Wealth Managment LLC
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SILVER OAK SECURITIES, Inc
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tru Independence LLC
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Bleakley Financial Group, LLC
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Martel Wealth Advisors Inc
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EPG Wealth Management LLC
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Transce3nd, LLC
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Moody National Bank Trust Division
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Orion Capital Management LLC
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Olistico Wealth, LLC
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Cornerstone Wealth Management, LLC
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Clear Creek Financial Management, LLC
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Verus Capital Partners, Llc
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WealthPLAN Partners, LLC
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Northeast Financial Consultants Inc
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Firestone Capital Management
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Fmr Llc
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Glenmede Trust Co Na
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Manning & Napier Advisors Llc
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Total Investment Management Inc
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Founders Financial Alliance, LLC
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Petix & Botte Co
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GW&K Investment Management, LLC
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Keeler & Nadler Financial Planning & Wealth Management
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Cooper Financial Group
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Cypress Capital Group
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Nordwand Advisors, LLC
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Allianz Asset Management GmbH
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
|
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|
WEAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Equity Fund Class A
|
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|
Berkshire Bank
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Ballentine Partners, LLC
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Strategic Financial Concepts, LLC
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Regimen Wealth, Llc
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USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares
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|
Merkkuri Wealth Advisors LLC
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|
Diversified Trust Co
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TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I
|
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|
Howe & Rusling Inc
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Private Capital Management, LLC
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Financial Council Asset Management Inc
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Td Private Client Wealth Llc
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Flagship Harbor Advisors, Llc
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Synergy Investment Management, LLC
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Darden Wealth Group Inc
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Allen Capital Group, LLC
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Values Added Financial LLC
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James J. Burns & Company, LLC
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Sterling Capital Management LLC
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|
Angeles Wealth Management, Llc
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Clearview Wealth Advisors LLC
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|
Ackerman Capital Advisors, LLC
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C2C Wealth Management, LLC
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|
Mutual Of America Capital Management Llc
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|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
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|
Kovitz Investment Group Partners, LLC
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|
Deutsche Bank Ag\
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Kingsview Wealth Management, LLC
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North Dallas Bank & Trust Co
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BlackDiamond Wealth Management Inc.
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Roble, Belko & Company, Inc
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Exencial Wealth Advisors, Llc
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Mayport, Llc
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Lgl Partners, Llc
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Parkworth Wealth Management, Inc.
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Shade Tree Advisors LLC
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Blue Oak Capital, LLC
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Sanibel Captiva Trust Company, Inc.
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Elios Financial Group Inc.
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Clarity Wealth Advisors, LLC
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Parcion Private Wealth LLC
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Allie Family Office LLC
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Midland Wealth Advisors Llc
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Atlas Capital Advisors Llc
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Jfs Wealth Advisors, Llc
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Bartlett & Co. Wealth Management Llc
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Bradley Foster & Sargent Inc/ct
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TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
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|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
|
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Coastal Investment Advisors, Inc.
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Peirce Capital Management, LLC
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180 Wealth Advisors, Llc
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Scissortail Wealth Management, LLC
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Biltmore Family Office, LLC
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Ronald Blue Trust, Inc.
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Howard Financial Services, Ltd.
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Wealth Preservation Advisors, LLC
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|
NWNAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2045 Fund Class A
|
|
|
|
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|
Valued Wealth Advisors LLC
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|
Snider Financial Group
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|
Graybill Bartz & Assoc Ltd
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|
Lowe Brockenbrough & Co Inc
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|
Sapient Capital Llc
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Arrowroot Family Office, LLC
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Aspect Partners, LLC
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Bank Of Montreal /can/
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Windward Private Wealth Management Inc.
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
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|
Citizens Financial Group Inc/ri
|
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|
Sterling Investment Advisors Llc /adv
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|
Synovus Financial Corp
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|
Park Avenue Securities Llc
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|
Truist Financial Corp
|
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|
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|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
JNBA Financial Advisors
|
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|
First Horizon Advisors, Inc.
|
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|
Okabena Investment Services Inc
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|
Zhang Financial LLC
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|
Passaic Partners LLC
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|
Vicus Capital
|
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|
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|
Magnolia Capital Advisors Llc
|
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|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Eastern Bank
|
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|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
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|
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|
Csenge Advisory Group
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|
Wescott Financial Advisory Group, LLC
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|
Cambridge Associates Llc /ma/ /adv
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|
South Plains Financial, Inc.
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|
St. Clair Advisors, LLC
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
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|
Canandaigua National Bank & Trust Co
|
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|
|
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|
Modera Wealth Management, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
LPF Advisors LLC
|
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|
|
|
|
Unified Investment Management
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|
|
|
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|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
NDMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Aggressive Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
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|
|
|
|
Kavar Capital Partners Group, Llc
|
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|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
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|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
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|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
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|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
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|
Beacon Financial Group
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
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Mechanics Financial Corp
|
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Macquarie Group Ltd
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Putnam Fl Investment Management Co
|
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Sandy Spring Bank
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Melfa Wealth Management, Llc
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Investure, LLC
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Wiley Bros.-aintree Capital, Llc
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Lazard Asset Management Llc
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Tufton Capital Management
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Manufacturers Life Insurance Company, The
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Redwood Investment Management, Llc
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CogentBlue Wealth Advisors, LLC
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TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
|
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Acima Private Wealth, Llc
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TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
|
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Advyzon Investment Management, LLC
|
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Halbert Hargrove Global Advisors, Llc
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STAR Financial Bank
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LS Investment Advisors, LLC
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LaSalle St. Investment Advisors, LLC
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Cornerstone Wealth Group, LLC
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Evanson Asset Management, LLC
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Lion Street Advisors, LLC
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Sierra Ocean, Llc
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SMART Wealth LLC
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Northwest Capital Management Inc
|
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Lansing Street Advisors
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Banque Cantonale Vaudoise
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CoreCap Advisors, LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Credential Qtrade Securities Inc.
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Fiduciary Advisors, Inc.
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Makena Capital Management Llc
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Stifel Financial Corp
|
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BancorpSouth Bank
|
|
|
|
|
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Flywheel Private Wealth LLC
|
|
|
|
|
|
LPREX - BlackRock Funds III - BlackRock LifePath Dynamic 2040 Fund Investor A Shares
|
|
|
|
|
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Shared Vision Wealth Group LLC
|
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Binnacle Investments Inc
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Jaffetilchin Investment Partners, LLC
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Maseco Llp
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Wick Capital Partners, LLC
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Hutchens & Kramer Investment Management Group, LLC
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McAdam, LLC
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Waldron Private Wealth LLC
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First Merchants Corp
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Meredith Wealth Planning
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Kaydan Wealth Management, Inc.
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Symphony Financial, Ltd. Co.
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Meeder Asset Management Inc
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Essex Financial Services, Inc.
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Sittner & Nelson, Llc
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MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
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West Michigan Advisors, Llc
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Twin Focus Capital Partners, Llc
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Brookstone Capital Management
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FSC Wealth Advisors, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Hoxton Planning & Management, LLC
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Fairview Capital Investment Management, Llc
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Colton Groome Financial Advisors, Llc
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Kelly Financial Services LLC
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Clayton Financial Group LLC
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Pcg Asset Management, Llc
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Centerpoint Advisors, LLC
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eCIO, Inc.
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Woodside Wealth Management LLC
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Cutler Investment Counsel Llc
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Wealth Alliance
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Concurrent Investment Advisors, LLC
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RMB Capital Management, LLC
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Anchor Investment Management, LLC
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Talisman Wealth Advisors LLC
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Dorsey & Whitney Trust CO LLC
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Kraft Asset Management, Llc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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Allspring Global Investments Holdings, LLC
|
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|
|
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State of New Jersey Common Pension Fund D
|
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|
|
|
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Shira Ridge Wealth Management
|
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Red Tortoise LLC
|
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Peapack Gladstone Financial Corp
|
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Elmwood Wealth Management, Inc.
|
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Armis Advisers, LLC
|
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Sutton Place Investors Llc
|
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CI Private Wealth, LLC
|
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|
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MONECO Advisors, LLC
|
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Pinnacle Family Advisors, LLC
|
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Kopp Family Office, LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
|
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|
Avos Capital Management, LLC
|
|
|
|
|
|
POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
|
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Paces Ferry Wealth Advisors, Llc
|
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|
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|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
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|
|
Smith, Moore & Co.
|
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Fortitude Family Office, LLC
|
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|
PKS Advisory Services, LLC
|
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|
Quadrant Capital Group Llc
|
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Optivise Advisory Services LLC
|
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Farmers & Merchants Investments Inc
|
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|
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|
|
Gwn Securities Inc.
|
|
|
|
|
|
NWLAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2035 Fund Class A
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
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|
Leo Wealth, LLC
|
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|
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|
Clark Asset Management, LLC
|
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Moisand Fitzgerald Tamayo, LLC
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
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|
|
|
|
|
Highland Financial Advisors, LLC
|
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|
|
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Congress Wealth Management LLC / DE /
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FORM Wealth Advisors, LLC
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Lockerman Financial Group, Inc.
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Atria Investments Llc
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RKL Wealth Management LLC
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Redhawk Wealth Advisors, Inc.
|
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|
Financial Counselors Inc
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Harrington Investments, INC
|
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|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Ffg Retirement Advisors Llc
|
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|
|
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|
Rothschild & Co Wealth Management UK Ltd
|
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|
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|
Farther Finance Advisors, LLC
|
|
|
|
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|
HB Wealth Management, LLC
|
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
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|
Merit Financial Group, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
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|
Fullcircle Wealth Llc
|
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|
Capital Advisors Inc/ok
|
|
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|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
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|
Founders Grove Wealth Partners, Llc
|
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|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
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|
Sentinus, LLC
|
|
|
|
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|
Gimbal Financial
|
|
|
|
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|
KPP Advisory Services LLC
|
|
|
|
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|
Strengthening Families & Communities, LLC
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Checchi Capital Advisers, LLC
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|
Qrg Capital Management, Inc.
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
|
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|
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|
Federated Hermes, Inc.
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Capital Wealth Management, Llc
|
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Retirement Investment Advisors, Inc.
|
|
|
|
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Essex Savings Bank
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W Advisors, Llc
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Voisard Asset Management Group, Inc.
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BIP Wealth, LLC
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Financial Advisors Network, Inc.
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
|
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ETF Portfolio Partners, Inc.
|
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|
Vestmark Advisory Solutions, Inc.
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Guidance Point Advisors, LLC
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Sequoia Financial Advisors, LLC
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|
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|
Marks Group Wealth Management, Inc
|
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|
Austin Private Wealth, LLC
|
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|
American Trust
|
|
|
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|
Pacifica Partners Inc.
|
|
|
|
|
|
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
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|
Shelter Mutual Insurance Co
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|
Ullmann Financial Group, Inc.
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|
Brighton Jones Llc
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|
Ameraudi Asset Management, Inc.
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|
|
|
Amundi
|
|
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
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Litman Gregory Asset Management LLC
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Harwood Advisory Group, LLC
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Ausdal Financial Partners, Inc.
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Tradewinds, LLC.
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Kingdom Financial Group LLC.
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|
Financial Advocates Investment Management
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Mml Investors Services, Llc
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|
RTD Financial Advisors, Inc.
|
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|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
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|
Reyes Financial Architecture, Inc.
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
DDFG, Inc
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|
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|
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|
Baird Financial Group, Inc.
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
NWWRX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2060 Fund Class A
|
|
|
|
|
|
Accredited Investor Services, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MTC Wealth Management LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
Tassel Capital Management, Inc.
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
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Activest Wealth Management
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Hirtle Callaghan & Co LLC
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F/M Investments LLC
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Highline Wealth Partners Llc
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Tidemark, LLC
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RAM Investment Partners, LLC
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Hancock Whitney Corp
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Pinney & Scofield, Inc.
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Savvy Advisors, Inc.
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SilverOak Wealth Management LLC
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Carter Financial Group, INC.
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Cerity Partners LLC
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Bank of New Hampshire
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J.w. Cole Advisors, Inc.
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Defined Wealth Management, Llc
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Sunburst Financial Group, LLC
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Main Management ETF Advisors, LLC
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Clear Harbor Asset Management, LLC
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Blue Barn Wealth, LLC
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Actinver Wealth Management, Inc.
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CFS Investment Advisory Services, LLC
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M1 Capital Management LLC
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Calamos Wealth Management LLC
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BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
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Parallel Advisors, LLC
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Axiom International Investors Llc /de
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Northwestern Mutual Wealth Management Co
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Clark Capital Management Group, Inc.
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City Of London Investment Management Co Ltd
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Family Capital Trust Co
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MGB Wealth Management, LLC
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LPJRX - BlackRock Funds III - BlackRock LifePath Dynamic 2035 Fund Class R Shares
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First Hawaiian Bank
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Nova R Wealth, Inc.
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Tru Independence Asset Management 2, Llc
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ONE Advisory Partners, LLC
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Ehrlich Financial Group
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Hurley Capital, LLC
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TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I
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Cohen Capital Management, Inc.
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N.E.W. Advisory Services LLC
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Legacy Private Trust Co.
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WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
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Brandywine Oak Private Wealth Llc
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Stelac Advisory Services LLC
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Puff Wealth Management, Llc
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Detalus Advisors, LLC
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Providence Capital Advisors, LLC
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Wooster Corthell Wealth Management, Inc.
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Alliancebernstein L.p.
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New England Private Wealth Advisors LLC
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RCS Financial Planning, LLC
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Eight 31 Financial Llc
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Armstrong, Fleming & Moore, Inc
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Howard Bailey Securities, Llc
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Financiere des Professionnels - Fonds d,investissement inc.
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SOUTH STATE Corp
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Chilton Capital Management Llc
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Empirical Asset Management, LLC
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Fiduciary Trust Co
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TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
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Financial Strategies Group, Inc.
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Arlington Trust Co LLC
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DBK Financial Counsel, LLC
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Shufro Rose & Co Llc
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Bryant Woods Investment Advisors, LLC
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Gold Investment Management Ltd.
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Wayfinding Financial, LLC
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Arista Wealth Management, LLC
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Hamilton Capital, LLC
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DecisionMap Wealth Management, LLC
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FMNEX - RBB FUND, INC. - Free Market International Equity Fund Institutional Class
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Hackensack Meridian Health, Inc.
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DHK Financial Advisors, Inc.
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Twele Capital Management, Inc.
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Wakefield Asset Management LLLP
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Forbes Financial Planning, Inc.
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Courage Miller Partners, LLC
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RiverFront Investment Group, LLC
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Mayflower Financial Advisors, LLC
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Circle Wealth Management, LLC
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FSA Advisors, Inc.
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Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A
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GenTrust, LLC
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Bank Of Stockton
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Hughes Financial Services, LLC
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Lee Financial Co
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Lantern Wealth Advisors, LLC
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MAI Capital Management
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Mutual Advisors, LLC
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Arkadios Wealth Advisors
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MPS Loria Financial Planners, LLC
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Asset Dedication, LLC
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Palisade Asset Management, LLC
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Luken Investment Analytics, LLC
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McKinley Carter Wealth Services, Inc.
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GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
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TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
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Forefront Wealth Partners, LLC
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Affinity Capital Advisors, LLC
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Colonial Trust Advisors
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Inman Jager Wealth Management, LLC
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Mission Wealth Management, Lp
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Dravo Bay Llc
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Eagle Strategies LLC
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Foundations Investment Advisors, LLC
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Greenleaf Trust
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WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
|
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Paradigm Financial Partners, Llc
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Commonwealth Retirement Investments LLC
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JGP Wealth Management, LLC
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Atlantic Union Bankshares Corp
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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PAX Financial Group, LLC
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Colonial Trust Co / SC
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Tempus Wealth Planning, LLC
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Oakworth Capital, Inc.
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Commerce Bank
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Charles Schwab Trust Co
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Oliver Lagore Vanvalin Investment Group
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Paladin Advisory Group, LLC
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Lazari Capital Management, Inc.
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Bnp Paribas Arbitrage, Sa
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Brady Martz Wealth Solutions, LLC
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Napatree Capital Llc
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Pineridge Advisors LLC
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Inlight Wealth Management, LLC
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Interchange Capital Partners, LLC
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WealthCare Investment Partners, LLC
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Investors Research Corp
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Stone Point Wealth LLC
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Wealthspire Advisors, LLC
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Kilter Group LLC
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BG Investment Services, Inc.
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Mesirow Financial Investment Management, Inc.
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Atlas Brown,Inc.
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Clearwater Capital Advisors, LLC
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Associated Banc-corp
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Myriad Asset Management US LP
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United Advisor Group, LLC
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Acropolis Investment Management, LLC
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Pointe Capital Management LLC
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Mkd Wealth Coaches, Llc
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Fi3 FINANCIAL ADVISORS, LLC
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Koshinski Asset Management, Inc.
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Parkside Financial Bank & Trust
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Victrix Investment Advisors
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|
Vista Private Wealth Partners. LLC
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|
Laurel Wealth Advisors LLC
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Sowell Financial Services LLC
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|
Atlanta Consulting Group Advisors, LLC
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|
Mattern Capital Management, Llc
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|
Visionary Wealth Advisors
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|
Davis Capital Management
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|
JDM Financial Group LLC
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Patron Partners Advisors, Llc
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Brown Advisory Inc
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Harbour Investments, Inc.
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|
Strategic Equity Management
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Elyxium Wealth, LLC
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|
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
|
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|
Hanlon Investment Management, Inc.
|
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|
|
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|
Bessemer Group Inc
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WealthTrak Capital Management LLC
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Horizon Investments, LLC
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|
Skopos Labs, Inc.
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|
Generali Investments CEE, investicni spolecnost, a.s.
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Brinker Capital Investments, LLC
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|
AMG National Trust Bank
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Kickstand Ventures, Llc.
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|
TD Waterhouse Canada Inc.
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Victory Financial Group, Llc
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BCJ Capital Management, LLC
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Strategic Wealth Partners, Ltd.
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Ameriflex Group, Inc.
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Lbmc Investment Advisors, Llc
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PBMares Wealth Management LLC
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New Republic Capital, LLC
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|
MTM Investment Management, LLC
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|
Atlantic Trust, LLC
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|
SCS Capital Management LLC
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|
PUREfi Wealth, LLC
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|
Clear Investment Research, Llc
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Smartleaf Asset Management LLC
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Vanguard Group Inc
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Cullen/frost Bankers, Inc.
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Crescent Grove Advisors, LLC
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
|
|
|
Ti-trust, Inc
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|
|
|
|
First United Bank Trust/
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|
|
|
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|
Squarepoint Ops LLC
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|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
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|
De Burlo Group Inc
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|
LifeWealth Investments, LLC
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|
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|
Winthrop Capital Management, LLC
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|
Revolve Wealth Partners, LLC
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|
Integrated Advisors Network LLC
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Inspire Advisors, LLC
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|
ICONIQ Capital, LLC
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|
Shakespeare Wealth Management, Inc.
|
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|
Asset Allocation Strategies LLC
|
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|
Princeton Global Asset Management LLC
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|
Graney & King, LLC
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|
Eq Llc
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|
Strategic Investment Management, Llc
|
|
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|
Syon Capital Llc
|
|
|
|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
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|
|
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|
Cove Private Wealth, LLC
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Nisa Investment Advisors, Llc
|
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Karpus Management, Inc.
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|
SJA Financial Advisory, LLC
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Koss-Olinger Consulting, LLC
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|
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|
Creekmur Asset Management LLC
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|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
|
|
|
|
|
Trustees of Dartmouth College
|
|
|
|
|
|
Friday Financial
|
|
|
|
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|
GatePass Capital, LLC
|
|
|
|
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|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
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|
Mma Asset Management Llc
|
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|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
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|
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|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Ceera Investments, Llc
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|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Glenview Trust Co
|
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|
|
|
|
NorthRock Partners, LLC
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|
|
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|
Endeavor Private Wealth, Inc.
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|
Saxon Interests, Inc.
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|
Spectrum Planning & Advisory Services Inc.
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|
OMNI 360 Wealth, Inc.
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|
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|
iA Global Asset Management Inc.
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|
SummitTX Capital, L.P.
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|
CPA Asset Management LLC
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|
Investment Research & Advisory Group, Inc.
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|
Cascade Financial Partners, LLC
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|
Tarbox Family Office, Inc.
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|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
NWOAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2050 Fund Class A
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
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|
Sax Wealth Advisors, Llc
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|
Pure Financial Advisors, Inc.
|
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|
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|
Brooklyn FI, LLC
|
|
|
|
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|
S&t Bank/pa
|
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|
|
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|
Journey Strategic Wealth Llc
|
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|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
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|
Auto-Owners Insurance Co
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|
|
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|
Smallwood Wealth Investment Management, LLC
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|
BFI Infinity Ltd.
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|
3Chopt Investment Partners, LLC
|
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|
|
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|
RFG Advisory, LLC
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|
|
|
|
|
United Capital Financial Advisers, Llc
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|
|
|
|
|
LongView Wealth Management
|
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Mainstream Capital Management LLC
|
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Gibbs Wealth Management
|
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Ark & Tlk Investments, Llc
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Hoge Financial Services, Llc
|
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Frontier Asset Management, LLC
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First Western Trust Bank
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Tolleson Wealth Management, Inc.
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Arbor Investment Advisors, LLC
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LFA - Lugano Financial Advisors SA
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Evoke Wealth, Llc
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JSF Financial, LLC
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Private Management Group Inc
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Stairway Partners, LLC
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Russell Investments Group, Ltd.
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CWA Asset Management Group, LLC
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Variable Insurance Products Fund V - Target Volatility Portfolio Service Class
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MRP Capital Investments, LLC
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Davidson Trust Co
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McGlone Suttner Wealth Management, Inc.
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Riversedge Advisors, Llc
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WPG Advisers, LLC
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Heritage Family Offices, LLP
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Venture Visionary Partners LLC
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Jackson, Grant Investment Advisers, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Johnson Financial Group, Inc.
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AdvisorNet Financial, Inc
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Register Financial Advisors LLC
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Orgel Wealth Management, LLC
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Solstein Capital, LLC
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Signature Resources Capital Management, LLC
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Safe Harbor Fiduciary, LLC
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Van Cleef Asset Management,Inc
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Veracity Capital LLC
|
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|
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INTL - Northern Lights Fund Trust IV - Main International ETF
|
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|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
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|
|
Nwam Llc
|
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Tillman Hartley LLC
|
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Invera Wealth Advisors, LLC
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Cypress Capital Management LLC (WY)
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Evolution Advisers, Inc.
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GeoWealth Management, LLC
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REAP Financial Group, LLC
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North Berkeley Wealth Management, LLC
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Pathway Financial Advisors LLC
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|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
|
|
|
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
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|
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Boston Trust Walden Corp
|
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Harvest Investment Services, LLC
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Capital Advisors, Ltd. LLC
|
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CGC Financial Services, LLC
|
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|
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JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
GAMMA Investing LLC
|
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|
|
|
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Noble Wealth Management PBC
|
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Arcadia Wealth Management, LLC
|
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Slagle Financial, LLC
|
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Charter Oak Capital Management, LLC
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderately Aggressive Index Allocation Fund Standard Class
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
SlateStone Wealth, LLC
|
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|
Flaharty Asset Management, LLC
|
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|
Bank of New York Mellon Corp
|
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Liquid Strategies, LLC
|
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|
TCTC Holdings, LLC
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Granby Capital Management, LLC
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ABLE Financial Group, LLC
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Calton & Associates, Inc.
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Octavia Wealth Advisors, LLC
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MorganRosel Wealth Management, LLC
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|
Opus Capital Group, LLC
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|
VPR Management LLC
|
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|
Copperleaf Capital, LLC
|
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|
Sand Hill Global Advisors, LLC
|
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|
TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
|
|
|
|
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|
Vise Technologies, Inc.
|
|
|
|
|
|
ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
|
|
|
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BOK Financial Private Wealth, Inc.
|
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|
|
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|
Archford Capital Strategies, LLC
|
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Rossby Financial, LCC
|
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Beirne Wealth Consulting Services, LLC
|
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Anfield Capital Management, LLC
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Trust Co
|
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Integrity Alliance, Llc.
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Goelzer Investment Management, Inc.
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Cardiff Park Advisors, Llc
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Columbus Macro, LLC
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|
CWS Financial Advisors, LLC
|
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|
Ckw Financial Group
|
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|
|
CoreFirst Bank & Trust
|
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|
Southern Capital Advisors, Llc
|
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|
|
Lynx Investment Advisory
|
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|
Newton One Investments LLC
|
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|
Titleist Asset Management, Llc
|
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|
Wealth Architects, LLC
|
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Plante Moran Financial Advisors, LLC
|
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|
New Hampshire Trust
|
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My Personal CFO, LLC
|
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|
Maryland Capital Advisors Inc.
|
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|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
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Philadelphia Trust Co
|
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Blankinship & Foster, LLC
|
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|
Everhart Financial Group, Inc.
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Natixis Advisors, L.p.
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Wetzel Investment Advisors, Inc.
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First Citizens Asset Management, Inc.
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NTDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2055 Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
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Keel Point, LLC
|
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|
Trust Point Inc.
|
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|
Sovran Advisors, LLC
|
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|
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|
Creative Planning
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
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|
DT Investment Partners, LLC
|
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|
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|
BRYN MAWR TRUST Co
|
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|
Ci Investments Inc.
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Center for Financial Planning, Inc.
|
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|
Silvercrest Asset Management Group Llc
|
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|
Hoey Investments, Inc
|
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|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
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|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
|
|
|
|
|
|
JT Stratford LLC
|
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|
|
|
|
Laird Norton Trust Company, Llc
|
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|
|
|
Per Stirling Capital Management, LLC.
|
|
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|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Matson Money. Inc.
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Jordan Park Trust Co LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
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|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Main Management LLC
|
|
|
|
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|
Madrona Financial Services, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
3EDGE Asset Management, LP
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Southern Farm Bureau Life Insurance
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares
|
|
|
|
|
|
University of Pittsburgh - Of the Commonwealth System of Higher Education
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
NWEBX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination Retirement Fund Class R
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Courier Capital Llc
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SC&H Financial Advisors, Inc.
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MN Wealth Advisors, LLC
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Northern Trust Corp
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Kentucky Trust Co
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Compass Financial Services Inc
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Yoffe Investment Management, LLC
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Whittier Trust Co
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Rothschild Investment Llc
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Caliber Wealth Management, LLC / KS
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Parsons Capital Management Inc/ri
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WASHINGTON TRUST Co
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Coastal Bridge Advisors, LLC
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Sagespring Wealth Partners, Llc
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Simplicity Wealth,LLC
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Jordan Park Group LLC
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