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New Century Financial Group, LLC
|
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Capula Management Ltd
|
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Stephenson National Bank & Trust
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Independence Bank of Kentucky
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Ayalon Holdings Ltd.
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Beese Fulmer Investment Management, Inc.
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NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
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Verum Partners LLC
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Boyd Wealth Management, LLC
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Argent Advisors, Inc.
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Moller Financial Services
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Forum Private Client Group LLC
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Intellus Advisors LLC
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Sachetta, LLC
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Centricity Wealth Management, LLC
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Corrigan Financial, Inc.
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Hm Payson & Co
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Baron Wealth Management LLC
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CNB Bank
|
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MAS Advisors LLC
|
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Fifth Third Bancorp
|
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Tempus Wealth Planning, LLC
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IFC Advisors LLC
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Family Investment Center, Inc.
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Riverview Capital Advisers, LLC
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St Germain D J Co Inc
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Stage Harbor Financial, Llc
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Kelly Financial Services LLC
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Shared Vision Wealth Group LLC
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Weaver Capital Management LLC
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Oxbow Advisors, LLC
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Palisades Hudson Asset Management, L.P.
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Brandywine Oak Private Wealth Llc
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DiMeo Schneider & Associates, L.L.C.
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Jackson Square Capital, Llc
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KWB Wealth
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Austin Private Wealth, LLC
|
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McMill Wealth Management
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Opulen Financial Group LLC
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Leavell Investment Management, Inc.
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Sterling Investment Advisors Llc /adv
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IAG Wealth Partners, LLC
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Bank OZK
|
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Mcrae Capital Management Inc
|
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Quent Capital, LLC
|
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|
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Fiduciary Alliance LLC
|
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
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|
|
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|
Eisler Capital Management Ltd.
|
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|
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|
Eagle Global Advisors Llc
|
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Milestone Investment Advisors LLC
|
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Seven Mile Advisory
|
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Norinchukin Bank, The
|
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|
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
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|
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FSC Wealth Advisors, LLC
|
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Ogorek Anthony Joseph /ny/ /adv
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Lumbard & Kellner, LLC
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Members Wealth Llc
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CI Private Wealth, LLC
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My Legacy Advisors, LLC
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Exchange Bank
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Centennial Bank/AR/
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Marshall & Sullivan Inc /wa/
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Good Life Advisors, LLC
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Strategic Investment Solutions, Inc. /IL
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Prairieview Wealth Partners, Llc
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Brown Wealth Management, Llc
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Summitry Llc
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DSG Capital Advisors, LLC
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Kapstone Financial Advisors LLC
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Alternative Investment Advisors, LLC.
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Matrix Private Capital Group Llc
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Pacifica Partners Inc.
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Heritage Wealth Partners, LLC
|
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Umpqua Bank
|
|
|
|
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
|
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Holland Advisory Services, Inc.
|
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|
SDAAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class A Shares
|
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Keyco Bond Fund Inc
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Belpointe Asset Management LLC
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Compass Financial Group, Inc.
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Peachtree Investment Partners, LLC
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Harbour Investments, Inc.
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Regal Investment Advisors LLC
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Firethorn Wealth Partners, Llc
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Oxford Financial Group Ltd
|
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|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
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|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
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|
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Curated Wealth Partners LLC
|
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|
Daner Wealth Management, LLC
|
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Beaumont Financial Advisors, LLC
|
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Kestra Advisory Services, LLC
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Perennial Investment Advisors, LLC
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Quartz Partners, LLC
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Cornerstone Partners Capital Management, Llc
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Axiom International Investors Llc /de
|
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|
Bridge Generations Wealth Management Llc
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|
Matrix Asset Advisors Inc/ny
|
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|
|
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Chilton Capital Management Llc
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Venturi Wealth Management, LLC
|
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Amtrust Financial Services, Inc.
|
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Trinity Wealth Management, LLC
|
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Alpha Financial Advisors, LLC
|
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|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
CacheTech Inc.
|
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Copperleaf Capital, LLC
|
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Catalina Capital Group, LLC
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Mill Creek Capital Advisors, LLC
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Simplify Asset Management Inc.
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Mach-1 Financial Group, Inc.
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Keeley-Teton Advisors, LLC
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Titleist Asset Management, Llc
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Financial Connections Group, Inc.
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City National Bank Of Florida /msd
|
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Sentinel Wealth Management, Inc.
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Signal Advisors Wealth, LLC
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Cannon Financial Strategists, Inc.
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Hartland & Co., LLC
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Legacy Trust
|
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|
Insigneo Advisory Services, Llc
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Mpwm Advisory Solutions, Llc
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Cambridge Investment Research Advisors, Inc.
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|
Hilltop National Bank
|
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SK Wealth Management, LLC
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|
Empowered Funds, LLC
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Congress Wealth Management LLC / DE /
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Richards, Merrill & Peterson, Inc.
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LifePlan Investment Advisors, Inc.
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Compass Financial Services Inc
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|
Capital Investment Advisors, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
ADG Wealth Management Group, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
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|
Old Port Advisors
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Litman Gregory Asset Management LLC
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|
Foguth Wealth Management, LLC.
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Access Financial Services, Inc.
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Castle Rock Wealth Management, LLC
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Denver Wealth Management, Inc.
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|
Van Strum & Towne Inc.
|
|
|
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|
10Elms LLP
|
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|
Archer Investment Corp
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|
Gibson Capital, LLC
|
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|
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|
Howard Financial Services, Ltd.
|
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|
|
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|
Meridian Financial, LLC
|
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|
|
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|
Sage Private Wealth Group, Llc
|
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|
|
|
|
Hoxton Planning & Management, LLC
|
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|
|
|
|
SlateStone Wealth, LLC
|
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|
|
|
|
Oak Wealth Advisors LLC
|
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|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
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|
|
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|
Tritonpoint Wealth, Llc
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|
Davis Capital Management
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|
Ardent Capital Management, Inc.
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|
GenWealth Group, Inc.
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Gryphon Financial Partners LLC
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|
Baltimore-Washington Financial Advisors, Inc.
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|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
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|
|
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|
Prepared Retirement Institute LLC
|
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|
Mizuho Bank, Ltd.
|
|
|
|
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|
Advisor Resource Council
|
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|
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|
Lavaca Capital Llc
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|
Rather & Kittrell, Inc.
|
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|
|
PFG Investments, LLC
|
|
|
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|
DecisionMap Wealth Management, LLC
|
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|
|
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|
GWM Advisors LLC
|
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|
Harwood Advisory Group, LLC
|
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|
LifeSteps Financial, Inc.
|
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|
|
|
|
Invenio Wealth Partners Llc
|
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|
Hrt Financial Lp
|
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|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II
|
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|
|
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|
Systematic Alpha Investments, LLC
|
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|
Summit Financial Strategies, Inc.
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|
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|
Patriot Financial Group Insurance Agency, LLC
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|
Brian Low Financial Group, Llc
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|
Karpus Management, Inc.
|
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|
|
|
|
AMS Capital Ltda
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
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|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
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|
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|
Round Rock Advisors, LLC
|
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|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Municipal Employees' Retirement System of Michigan
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
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|
|
|
Sand Hill Global Advisors, LLC
|
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|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
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|
Investment Advisory Group, LLC
|
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|
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|
Joule Financial, LLC
|
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|
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|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Hicks Capital Management Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
SPYT - Tidal Trust II - Defiance S&P 500 Income Target ETF
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
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Alteri Wealth LLC
|
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Littlejohn Financial Services, Inc.
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Spartan Planning & Wealth Management
|
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Plancorp, LLC
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|
|
Truvestments Capital Llc
|
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|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
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Umb Bank N A/mo
|
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|
|
|
|
TPG Financial Advisors, LLC
|
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|
|
|
|
Schwallier Wealth Management LLC
|
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|
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Leisure Capital Management
|
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|
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Wellspring Financial Advisors, LLC
|
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|
Wetherby Asset Management Inc
|
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|
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|
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Investors Research Corp
|
|
|
|
|
|
TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
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|
|
|
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Coordinated Financial Services, Inc./CO
|
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|
|
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Grange Capital, LLC
|
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Consilio Wealth Advisors, Llc
|
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Orcam Financial Group
|
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German American Bancorp, Inc.
|
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Northwestern Mutual Investment Management Company, Llc
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Copia Wealth Management
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Truepoint, Inc.
|
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Intrepid Financial Planning Group LLC
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Jane Street Group, Llc
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Stuart Chaussee & Associates, Inc.
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|
|
|
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
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|
|
|
|
Essex LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
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Heck Capital Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
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|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
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|
|
|
|
Agf Management Ltd
|
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|
|
|
|
Bigelow Investment Advisors, LLC
|
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|
|
|
|
Rothschild Investment Llc
|
|
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|
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True Vision MN LLC
|
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|
Optima Capital Llc
|
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|
|
Equitable Trust Co
|
|
|
|
|
|
NatWest Group plc
|
|
|
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|
|
PBMares Wealth Management LLC
|
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|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
BlackRock ETF Trust II - iShares Large Cap Deep Buffer ETF
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
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|
|
Ballast Advisors Llc
|
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|
|
Community Bank of Raymore
|
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|
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|
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Breakthru Advisory Services, Llc
|
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|
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Mark Sheptoff Financial Planning, Llc
|
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|
|
|
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Lincoln Capital Corp
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Quaker Wealth Management, LLC
|
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Armbruster Capital Management, Inc.
|
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|
|
|
|
Challenger Wealth Management
|
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|
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Coign Capital Advisors LLC
|
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|
|
|
|
Sigma Planning Corp
|
|
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|
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Platform Technology Partners
|
|
|
|
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Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
ROMO - Strategy Shares - Strategy Shares Newfound/ReSolve Robust Momentum ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
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Ames National Corp
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Graney & King, LLC
|
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Chevy Chase Trust Holdings, Inc.
|
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|
|
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Horizon Investments, LLC
|
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Lighthouse Financial LLC
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Asset Advisors Investment Management, LLC
|
|
|
|
|
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Apex Wealth Management, LLC
|
|
|
|
|
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Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
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Modern Wealth Management, LLC
|
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Bernard Wealth Management Corp.
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Northstar Advisory Group, LLC
|
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SS&H Financial Advisors, Inc.
|
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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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|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
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BSW Wealth Partners
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SNS Financial Group, LLC
|
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Violich Capital Management, Inc.
|
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Meridian Wealth Advisors, LLC
|
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Lodestar Private Asset Management Llc
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Atala Financial Inc
|
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McAlister, Sweet & Associates, Inc.
|
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|
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|
|
Eclectic Associates Inc /adv
|
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Qube Research & Technologies Ltd
|
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|
|
Chicago Capital, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
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Madrona Financial Services, LLC
|
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Shoker Investment Counsel, Inc.
|
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|
|
|
|
Affiance Financial, LLC
|
|
|
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Transce3nd, LLC
|
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Beutel, Goodman & Co Ltd.
|
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|
Opinicus Capital, Inc.
|
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Murphy, Middleton, Hinkle & Parker, Inc.
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CIBC Private Wealth Group, LLC
|
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Blodgett Wealth Advisors, Llc
|
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|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
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|
|
|
|
Carl P. Sherr & Co., LLC
|
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|
|
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|
Osborne Partners Capital Management, Llc
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Flagship Harbor Advisors, Llc
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LVZ Advisors, Inc.
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Mayfair Advisory Group, LLC
|
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Seaside Wealth Management, Inc.
|
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|
|
|
Connecticut Wealth Management, LLC
|
|
|
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Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
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|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Sfm, Llc
|
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|
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|
Ascent Capital Management, LLC
|
|
|
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|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
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|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Cooper Capital Advisors LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
NDMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Aggressive Fund Class A
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
MKAM - EA Series Trust - MKAM ETF
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Kmt Wealth Management, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Glenorchy Capital Ltd
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
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Vestmark Advisory Solutions, Inc.
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Citadel Advisors Llc
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Osterweis Capital Management Inc
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Coastal Bridge Advisors, LLC
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Burns J W & Co Inc/ny
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Fullerton Fund Management Co Ltd
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Indiana Trust & Investment Management CO
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Allianz Se
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Southern Capital Advisors, Llc
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McGowan Group Asset Management, Inc.
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Susquehanna International Group, Llp
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Tsfg, Llc
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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GKV Capital Management Co., Inc.
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Kathmere Capital Management, LLC
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PACK Private Wealth, LLC
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Wealth Architects, LLC
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Cambridge Capital Management, Llc
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Sound Income Strategies, LLC
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Orion Portfolio Solutions, LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Kornitzer Capital Management Inc /ks
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
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Morse Asset Management, Inc
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Compass Wealth Management LLC
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Cullen Investment Group, Ltd.
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NWATX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2065 Fund Institutional Service Class
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Neuberger Berman Group LLC
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GIMFX - GMO TRUST - GMO Implementation Fund
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Semus Wealth Partners LLC
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Hamilton Point Investment Advisors, LLC
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Maple Capital Management, Inc.
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Richmond Investment Services, LLC
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Moors & Cabot, Inc.
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Ceera Investments, Llc
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Teamwork Financial Advisors, LLC
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Single Point Partners, LLC
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Stephens Inc /ar/
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Rothschild & Co Wealth Management UK Ltd
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Vision Capital Management, Inc.
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Stockman Wealth Management, Inc.
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Meridian Investment Counsel Inc.
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Relyea Zuckerberg Hanson LLC
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Curat Global, LLC
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Unique Wealth, Llc
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Donaldson Capital Management, Llc
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Aureus Asset Management, LLC
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Granite FO LLC
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McIlrath & Eck, LLC
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MidWestOne Financial Group, Inc.
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Liberty Capital Management, Inc.
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Formidable Asset Management, LLC
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Townsend Asset Management Corp /nc/ /adv
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Wynn Capital, LLC
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Royal Fund Management, LLC
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EPG Wealth Management LLC
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ACT Advisors, LLC.
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Kaizen Financial Strategies
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West Michigan Advisors, Llc
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Slocum, Gordon & Co LLP
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State Of Wisconsin Investment Board
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Roxbury Financial LLC
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Fortis Capital Advisors, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Mechanics Bank Trust Department
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WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
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Ergawealth Advisors, Inc.
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Accredited Investor Services, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
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Journey Advisory Group, LLC
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Elite Financial, Inc.
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Conservest Capital Advisors, Inc.
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Disciplined Investments, LLC
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Arrowroot Family Office, LLC
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Sentinus, LLC
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Commonwealth Retirement Investments LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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West Oak Capital, LLC
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Hoey Investments, Inc
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Bridges Investment Management Inc
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BankPlus Trust Department
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Manchester Financial Inc
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Old Second National Bank Of Aurora
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one8zero8, LLC
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Ausdal Financial Partners, Inc.
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Armstrong Advisory Group, Inc
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Dumont & Blake Investment Advisors Llc
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Okabena Investment Services Inc
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Raymond James Financial Inc
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Cornerstone Planning Group LLC
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Cardinal Strategic Wealth Guidance
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Steele Capital Management, Inc.
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
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Mason Street Advisors, Llc
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Legacy Wealth Managment, LLC/ID
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Clarendon Private LLC
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Team Financial Group, LLC
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Intellectus Partners, LLC
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David J Yvars Group
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Novus Advisors, Llc
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Wells Fargo & Company/mn
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Client 1st Advisory Group, Llc
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McGlone Suttner Wealth Management, Inc.
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Western Pacific Wealth Management, LP
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Dock Street Asset Management Inc
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Ambassador Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II
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Johnson Investment Counsel Inc
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LongView Asset Management LLC
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Altfest L J & Co Inc
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SkyView Investment Advisors, LLC
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Rodgers & Associates, LTD
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Sage Financial Management Group, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Seros Financial, LLC
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MBE Wealth Management, LLC
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Stairway Partners, LLC
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Enterprise Bank & Trust Co
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Principal Financial Group Inc
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InvesTrust
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Money Concepts Capital Corp
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Compass Ion Advisors, LLC
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J. Safra Sarasin Holding AG
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Gries Financial Llc
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Sunflower Bank, N.A.
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Genesis Wealth Advisors, LLC
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Disciplina Capital Management LLC
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Balentine LLC
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Valley Forge Investment Consultants Inc Adv
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Beck Mack & Oliver Llc
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Adell Harriman & Carpenter Inc
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Cito Capital Group, LLC
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Twelve Points Wealth Management LLC
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Andrew Hill Investment Advisors, Inc.
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Means Investment Co., Inc.
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AAFCPAs Wealth Management, LLC
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Rik Saylor Financial, Inc.
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MRSK - Northern Lights Fund Trust - Agility Shares Managed Risk ETF
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Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
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Redwood Wealth Management Group, LLC
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Secure Asset Management, LLC
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AIFG Consultants Ltd.
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Foster Group, Inc.
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Concord Asset Management, LLC/VA
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Strategic Financial Planning, Inc.
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Fortitude Advisory Group L.L.C.
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Peak Financial Management, Inc.
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Keeler & Nadler Financial Planning & Wealth Management
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Burkett Financial Services, Llc
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Calamos Advisors LLC
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Destination Wealth Management
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AMG National Trust Bank
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FourThought Financial Partners, LLC
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HMS Capital Management, LLC
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Carbahal Olsen Financial Services Group, LLC
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Cravens & Co Advisors, LLC
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Annandale Capital, LLC
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Frazier Financial Advisors, LLC
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Wooster Corthell Wealth Management, Inc.
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Capital A Wealth Management, LLC
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Grimes & Company, Inc.
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Goodman Financial Corp
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McKinley Carter Wealth Services, Inc.
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Holistic Planning, LLC
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Frederick Financial Consultants, LLC
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Asset Dedication, LLC
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Strategic Investment Management, Llc
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Rockport Wealth LLC
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Gerber, Llc
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Hapanowicz & Associates Financial Services, Inc
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NTDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2055 Fund Class A
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Twin Focus Capital Partners, Llc
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American Century Companies Inc
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Navis Wealth Advisors, LLC
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SPD - Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
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Wellington Management Group Llp
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Nvwm, Llc
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Hancock Prospecting Pty Ltd
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Corrado Advisors, Llc
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Marion Wealth Management
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Pinkerton Retirement Specialists, LLC
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Dogwood Wealth Management LLC
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Hennion & Walsh Asset Management, Inc.
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Corundum Trust Company, INC
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Citrine Capital LLC
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Clarkston Capital Partners, LLC
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IFG Advisors, LLC
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Windsor Advisory Group, LLC
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TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
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Gamco Investors, Inc. Et Al
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Cozad Asset Management Inc
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Waterway Wealth Management, LLC
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Sendero Wealth Management, LLC
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CFO4Life Group, LLC
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Sterling Financial Group, Inc.
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BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Pointe Capital Management LLC
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Financial Counselors Inc
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BancorpSouth Bank
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MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
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WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
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Bouchey Financial Group Ltd
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Cohen Capital Management, Inc.
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Narus Financial Partners, LLC
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ABLE Financial Group, LLC
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MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund
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Index Fund Advisors, Inc.
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Japan Science & Technology Agency
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BWM Planning, LLC
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Letson Investment Management, Inc.
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Centurion Wealth Management LLC
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Prudential Financial Inc
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Park Place Capital Corp
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Riverview Trust Co
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Alpha Financial Partners, LLC
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Mariner, LLC
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F/M Investments LLC
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Mount Yale Investment Advisors, LLC
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BLVD Private Wealth, LLC
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Berkshire Bank
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II
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Capital Analysts, Inc.
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Sandy Spring Bank
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BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
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Kraft, Davis & Associates, LLC
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Ironwood Wealth Management, Inc.
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Greykasell Wealth Strategies, Inc.
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Sovereign Investment Advisors, LLC
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Nbc Securities, Inc.
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Charter Oak Capital Management, LLC
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Elevatus Welath Management
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Edgestream Partners, L.P.
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TCI Wealth Advisors, Inc.
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LifeWealth Investments, LLC
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Xcel Wealth Management, LLC
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Peapack Gladstone Financial Corp
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Regions Financial Corp
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Permanens Capital L.P.
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Balyasny Asset Management Llc
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Syon Capital Llc
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Gables Capital Management Inc.
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Glenmede Investment Management, LP
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Farmers & Merchants Trust Co of Long Beach
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Meeder Advisory Services, Inc.
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Cornerstone Planning, LLC
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Insight Inv LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified Balanced Volatility Control Account Class 2
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Front Row Advisors LLC
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Real Talk Capital, LLC
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Clarity Capital Advisors, LLC
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Newman Dignan & Sheerar, Inc.
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First County Bank /CT/
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Gleason Group, Inc.
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Greenleaf Trust
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Atlas Legacy Advisors, LLC
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EdgeRock Capital LLC
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Fullcircle Wealth Llc
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CFS Investment Advisory Services, LLC
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Gemmer Asset Management LLC
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Sensible Money, LLC
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Certior Financial Group, Llc
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True Link Financial Advisors, LLC
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Beaird Harris Wealth Management, LLC
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B.O.S.S. Retirement Advisors, LLC
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Merrion Investment Management Co, LLC
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KDK Private Wealth Management, LLC
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Asset Planning,Inc
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Hassell Wealth Management, LLC
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Quantum Financial Planning Services, Inc.
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Vontobel Holding Ltd.
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Lockerman Financial Group, Inc.
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Mount Vernon Associates Inc /md/
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Greenup Street Wealth Management Llc
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Legacy Solutions, Llc
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Horst & Graben Wealth Management LLC
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Charter Capital Management, LLC\DE
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Ronald Blue Trust, Inc.
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Independent Investors Inc
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Triangle Securities Wealth Management
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Capital Investment Advisory Services, LLC
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Graybill Bartz & Assoc Ltd
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Security National Bank
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Retirement Capital Strategies
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Alaska Permanent Capital Management
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Wealthcare Advisory Partners LLC
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Bulwark Capital Corp
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Proficio Capital Partners LLC
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Private Trust Co Na
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Louisbourg Investments Inc.
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Brighton Jones Llc
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Bay Capital Advisors, LLC
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Wayfinding Financial, LLC
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Cypress Wealth Services, LLC
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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Sequent Planning LLC
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White & Co Financial Planning Inc
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Principal Securities, Inc.
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RW Investment Management LLC
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Nicolet Advisory Services, Llc
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Lynx Investment Advisory
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Federation des caisses Desjardins du Quebec
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O'ROURKE & COMPANY, Inc
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Diversify Wealth Management, Llc
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TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
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Guardian Asset Advisors, LLC
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Aletheian Wealth Advisors LLC
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Mattson Financial Services, LLC
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XY Planning Network, Inc.
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Granby Capital Management, LLC
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Clarity Asset Management, Inc.
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Banque Pictet & Cie Sa
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Alberta Investment Management Corp
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Soltis Investment Advisors LLC
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Aspen Grove Capital, LLC
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Western Wealth Management, LLC
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Arkadios Wealth Advisors
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Summit Wealth Group Llc / Co
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Legacy Advisors, LLC
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Portside Wealth Group, LLC
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Thomasville National Bank
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Snider Financial Group
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Shepherd Financial Partners LLC
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Highland Financial Advisors, LLC
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Transcend Wealth Collective, Llc
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Comprehensive Financial Consultants Institutional, Inc.
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BlueStem Wealth Partners, LLC
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Bristlecone Advisors, LLC
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Patron Partners Advisors, Llc
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TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
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Oregon Pacific Wealth Management, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
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Allspring Global Investments Holdings, LLC
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Roundview Capital LLC
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26North Partners LP
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SCS Capital Management LLC
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Advocacy Wealth Management Services, LLC
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Hsbc Holdings Plc
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Marino, Stram & Associates Llc
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BCJ Capital Management, LLC
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Abbot Financial Management, Inc.
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Hutchens & Kramer Investment Management Group, LLC
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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Capstone Triton Financial Group, LLC
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Potentia Wealth
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Glenview Trust Co
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Mosaic Financial Group, Llc
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Lineweaver Wealth Advisors, LLC
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Marcum Wealth, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
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Blue Square Asset Management, Llc
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Avion Wealth
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Precedent Wealth Partners, Llc
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Fifth Third Securities, Inc.
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Kavar Capital Partners Group, Llc
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Transcendent Capital Group LLC
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Dougherty Wealth Advisers LLC
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Promus Capital, LLC
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Brown, Lisle/cummings, Inc.
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McHugh Group, LLC
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Red Wave Investments LLC
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Foundation Wealth Management, LLC\PA
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Guyasuta Investment Advisors Inc
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Verdence Capital Advisors LLC
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Hudock, Inc.
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Covenant Partners, LLC
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Sun Life Financial Inc
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Rfg Holdings, Inc.
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Selective Wealth Management, Inc.
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MML Series Investment Fund II - MML Blend Fund Initial Class
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Palo Alto Wealth Advisors, Llc
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Archvest Wealth Advisors, Inc.
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Raab & Moskowitz Asset Management LLC
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Sky Investment Group LLC
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Barnes Dennig Private Wealth Management LLC
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Northwest Capital Management Inc
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Fort Washington Investment Advisors Inc /oh/
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Sicart Associates LLC
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Eq Llc
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Pathway Financial Advisors LLC
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Kickstand Ventures, Llc.
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Aull & Monroe Investment Management Corp
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Park Avenue Securities Llc
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Buckingham Strategic Partners
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Midwest Trust Co
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Howard Bailey Securities, Llc
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First Interstate Bank
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Arcadia Investment Management Corp/mi
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EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
|
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Intrepid Capital Management Inc
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Empirical Asset Management, LLC
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GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
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ESL Trust Services, LLC
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Putnam Fl Investment Management Co
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Prime Capital Investment Advisors, LLC
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Global Strategic Investment Solutions, LLC
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Adaptive Financial Consulting, LLC
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Great Lakes Retirement, Inc.
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Fiduciary Planning LLC
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Mascagni Wealth Management, Inc.
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Cairn Investment Group, Inc.
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Spectrum Planning & Advisory Services Inc.
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Van Cleef Asset Management,Inc
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Stonehaven Wealth & Tax Solutions, Llc
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MSH Capital Advisors LLC
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Fulton Breakefield Broenniman Llc
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Keebeck Wealth Management, LLC
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Sterling Wealth Management, Inc.
|
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FMUEX - RBB FUND, INC. - Free Market U.S. Equity Fund Institutional Class
|
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Cahill Wealth Management, LLC
|
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Meridian Management Co
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|
GW&K Investment Management, LLC
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Smith Chas P & Associates Pa Cpas
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Sonata Capital Group Inc
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ZEGA Investments, LLC
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Signature Estate & Investment Advisors Llc
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Greystone Financial Group, LLC
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|
Centerpoint Advisory Group
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Nisa Investment Advisors, Llc
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Vermillion & White Wealth Management Group, LLC
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Liberty Wealth Management Llc
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Creative Financial Designs Inc /adv
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UMA Financial Services, Inc.
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Sowell Financial Services LLC
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CWC Advisors, LLC.
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Center For Asset Management LLC
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Strata Wealth Advisors, LLC
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Janney Montgomery Scott LLC
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Nvest Financial, LLC
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Vise Technologies, Inc.
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Coldstream Capital Management Inc
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Marquette Associates, Inc.
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Kingswood Wealth Advisors, Llc
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Black Diamond Financial, LLC
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|
D L Carlson Investment Group Inc
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Elwood & Goetz Wealth Advisory Group, LLC
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Nicholas Hoffman & Company, LLC.
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Xponance, Inc.
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Anderson Hoagland & Co
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Headland Capital, LLC
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|
Kestra Private Wealth Services, Llc
|
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|
Buckhead Capital Management Llc
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|
ORBA Wealth Advisors, L.L.C.
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Ashton Thomas Private Wealth, LLC
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Walker Financial Services, Inc.
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Catalyst Financial Partners Llc
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Sanibel Captiva Trust Company, Inc.
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Sageworth Trust Co of South Dakota
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Thurston, Springer, Miller, Herd & Titak, Inc.
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New England Professional Planning Group Inc.
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Jackson Wealth Management, LLC
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|
Kearns & Associates LLC
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|
Magnus Financial Group LLC
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|
Timber Creek Capital Management LLC
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|
White Lighthouse Investment Management Inc.
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|
Fi3 FINANCIAL ADVISORS, LLC
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|
Gimbal Financial
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|
Jamison Private Wealth Management, Inc.
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|
Financial Advisors, LLC
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Gordian Advisors LLC
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|
Howard Capital Management Group, LLC
|
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|
Smith & Howard Wealth Management, LLC
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|
Legacy Private Trust Co.
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Fidelis Capital Partners, LLC
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Financial & Tax Architects, LLC
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|
SBI Securities Co., Ltd.
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|
Knightsbridge Asset Management, Llc
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Beacon Wealthcare LLC
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|
Envision Financial LLC
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|
ShoreHaven Wealth Partners, LLC
|
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|
Pacific Sage Partners, LLC
|
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|
Cypress Capital, LLC
|
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|
Clarity Capital Partners LLC
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|
Apeiron RIA LLC
|
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|
Capital Asset Advisory Services LLC
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|
Axxcess Wealth Management, Llc
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|
Guardian Wealth Advisors, LLC
|
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|
|
|
Ellsworth Advisors, LLC
|
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|
|
|
Roof Eidam & Maycock/adv
|
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|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
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|
|
|
|
Innovative Wealth Building LLC
|
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|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
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|
|
|
Sharp Financial Services, LLC
|
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|
|
|
|
Delos Wealth Advisors, LLC
|
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|
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|
KKM Financial LLC
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|
Dynasty Wealth Management, Llc
|
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|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Financial Harvest, LLC
|
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|
|
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|
Lynch & Associates/in
|
|
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
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|
Variant Private Wealth, LLC
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|
Pure Financial Advisors, Inc.
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|
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|
Johnson Financial Group, Inc.
|
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|
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|
Total Clarity Wealth Management, Inc.
|
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|
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|
Two Sigma Securities, Llc
|
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|
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|
Horizon Investment Services, LLC
|
|
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|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
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|
|
|
Gillespie Robinson & Grimm Inc
|
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|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
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|
Concord Wealth Partners
|
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|
|
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|
Better Money Decisions, LLC
|
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|
|
|
|
Sage Advisory Services, Ltd.Co.
|
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|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
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|
Nova R Wealth, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
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|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
WealthNavi Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
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|
Rockland Trust Co
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
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|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
CBM Financial, LLC
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
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|
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4J Wealth Management LLC
|
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|
STAR Financial Bank
|
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|
Congress Park Capital LLC
|
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|
|
Strategies Wealth Advisors, LLC
|
|
|
|
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|
Columbus Macro, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
Bank of Finland
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
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|
|
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|
Sapient Capital Llc
|
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Private Wealth Group, LLC
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Rothschild Capital Partners, LLC
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Francis Financial, Inc.
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Aviso Financial Inc.
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First Pacific Financial
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Vista Capital Partners, Inc.
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Live Oak Private Wealth LLC
|
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TD Waterhouse Canada Inc.
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|
|
Embree Financial Group
|
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Goldstein Advisors, LLC
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Elm3 Financial Group, LLC
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FDx Advisors, Inc.
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Bedel Financial Consulting, Inc.
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Power Wealth Management Llc
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Harbour Capital Advisors, LLC
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Old Mission Capital Llc
|
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Souders Financial Advisors
|
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|
Essex Savings Bank
|
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|
Integrated Advisors Network LLC
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|
Cordatus Wealth Management LLC
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Aries Wealth Management
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Global Assets Advisory, LLC
|
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Prosperity Wealth Management, Inc.
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First National Trust Co
|
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Financial Gravity Companies, Inc.
|
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Sageworth Trust Co
|
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Nepc Llc
|
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|
Fayez Sarofim & Co
|
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|
Paragon Private Wealth Management, LLC
|
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|
Captrust Financial Advisors
|
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|
Financial Consulate, Inc
|
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|
Tripletail Wealth Management, LLC
|
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IMPACTfolio, LLC
|
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Trifecta Capital Advisors, LLC
|
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Westbourne Investment Advisors, Inc.
|
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|
FLC Capital Advisors
|
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Sculati Wealth Management, LLC
|
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|
Mmbg Investment Advisors Co.
|
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|
McDonough Capital Management, Inc
|
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|
FF Advisors,LLC
|
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|
West Chester Capital Advisors, Inc
|
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|
Latitude Advisors, LLC
|
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One Wealth Management Investment & Advisory Services, LLC
|
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|
Northstar Group, Inc.
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
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|
Global Financial Private Client, LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Financial Advocates Investment Management
|
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|
Harrell Investment Partners, Llc
|
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|
Wealthcare Capital Management Llc
|
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|
Shira Ridge Wealth Management
|
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|
Strategic Blueprint, LLC
|
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|
Copperwynd Financial, LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
Collective Family Office Llc
|
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|
Independent Solutions Wealth Management, LLC
|
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Commonwealth Equity Services, Llc
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Atticus Wealth Management, Llc
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Avantax Planning Partners, Inc.
|
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|
Altiora Financial Group, LLC
|
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L.K. Benson & Company, P.C.
|
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|
New Insight Wealth Advisors
|
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|
Avondale Wealth Management
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Core Wealth Advisors, Inc.
|
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|
Sepio Capital, LP
|
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|
Victory Financial Group, Llc
|
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|
Forthright Family Wealth Advisory LLC
|
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|
|
Dupree Financial Group, LLC
|
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|
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|
LRI Investments, LLC
|
|
|
|
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|
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
|
|
|
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|
Morris Retirement Advisors, LLC
|
|
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|
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GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
Mechanics Financial Corp
|
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|
Forte Asset Management Llc
|
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Client First Capital LLC
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
|
DAVENPORT & Co LLC
|
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|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
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|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
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|
Midwest Capital Advisors, LLC
|
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|
Silver Oak Advisory Group, Inc.
|
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|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Westfuller Advisors, LLC
|
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|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
D.B. Root & Company, LLC
|
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|
|
|
|
RMG Wealth Management LLC
|
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|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
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|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Kedalion Capital Management LLP
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Rochester Wealth Strategies, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Vannoy Advisory Group, Inc.
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
NWMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2040 Fund Class A
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Portfolio Strategies, Inc.
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
NWNAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2045 Fund Class A
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Foundry Financial Group, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Ironclad Investments LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
University Of Chicago
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
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Lake Hills Wealth Management, LLC
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Paces Ferry Wealth Advisors, Llc
|
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Vicus Capital
|
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Cetera Investment Advisers
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Ridgecrest Wealth Partners, Llc
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LPL Financial LLC
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Fifth Third Wealth Advisors LLC
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ESG Planning
|
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Financial Council Asset Management Inc
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Schroder Investment Management Group
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Private Wealth Management Group, LLC
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Sofi Wealth, Llc
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Nichols & Pratt Advisers Llp /ma
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FreeGulliver LLC
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Sharkey, Howes & Javer
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Navalign, LLC
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Roberts Wealth Advisors, LLC
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SigFig Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Atlanta Consulting Group Advisors, LLC
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Cidel Asset Management Inc
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Atomi Financial Group, Inc.
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United Bank
|
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Napa Wealth Management
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Marotta Asset Management
|
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Elk River Wealth Management, LLC
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North Berkeley Wealth Management, LLC
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Weatherly Asset Management L. P.
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Us Financial Advisors, Llc
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Zacks Investment Management
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Triton Wealth Management, PLLC
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Cfm Wealth Partners Llc
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Polen Capital Management Llc
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Tufton Capital Management
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Sequoia Financial Advisors, LLC
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Black Swift Group, LLC
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Coordinated Financial Services, Inc.
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Cypress Financial Planning Llc
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Marathon Strategic Advisors, LLC
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Telos Capital Management, Inc.
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Centaurus Financial, Inc.
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ERn Financial, LLC
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Cardiff Park Advisors, Llc
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Fulcrum Equity Management
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RoundAngle Advisors LLC
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Migdal Insurance & Financial Holdings Ltd.
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Golden State Wealth Management, LLC
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Keener Financial Planning LLC
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Dakota Wealth Management
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Flywheel Private Wealth LLC
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Archetype Wealth Partners
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Shakespeare Wealth Management, Inc.
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Aberdeen Wealth Management LLC
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Ridgeline Wealth Planning, LLC
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Asset Allocation & Management Company, LLC
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Greenwich Wealth Management LLC
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Spurstone Advisory Services, LLC
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Goepper Burkhardt LLC
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Abacus Planning Group, Inc.
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Clear Point Advisors Inc.
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Security National Bank Of So Dak
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One Capital Management, LLC
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Mirae Asset Global Investments Co., Ltd.
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Generali Investments CEE, investicni spolecnost, a.s.
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Tenon Financial LLC
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Wealthquest Corp
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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Hudson Capital Management LLC
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LaSalle St. Investment Advisors, LLC
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Hardin Capital Partners, LLC
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Chung Wu Investment Group, LLC
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Proathlete Wealth Management Llc
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Nations Financial Group Inc, /ia/ /adv
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Mitchell Capital Management Co
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Quattro Financial Advisors Llc
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|
William Howard & Co Financial Advisors Inc
|
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Orrstown Financial Services Inc
|
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Global Wealth Strategies & Associates
|
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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|
Yarbrough Capital, LLC
|
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Correct Capital Wealth Management
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Knuff & Co LLC
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Heritage Wealth Management, Inc.
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BCS Private Wealth Management, Inc.
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Arcadia Investment Advisors Llc
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Nemes Rush Group LLC
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KFA Private Wealth Group, LLC
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SFG Wealth Management, LLC.
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Steward Partners Investment Advisory, Llc
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Two Sigma Investments, Lp
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Aspire Growth Partners LLC
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Cherry Tree Wealth Management, LLC
|
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SDRAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Fund Class A Shares
|
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Accredited Investors Inc.
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Semmax Financial Advisors Inc.
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Empower Advisory Group, LLC
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Ring Mountain Capital, LLC
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Matrix Trust Co
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Advisory Resource Group
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Integrity Alliance, Llc.
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PAX Financial Group, LLC
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Visionary Horizons, LLC
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|
|
|
First Hawaiian Bank
|
|
|
|
|
|
TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
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GSB Wealth Management, LLC
|
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|
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Ridgeline Wealth, LLC
|
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|
Ellevest, Inc.
|
|
|
|
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|
Bath Savings Trust Co
|
|
|
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|
Financial Network Wealth Management LLC
|
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|
We Are One Seven, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
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|
|
|
NRI Wealth Management LC
|
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|
|
|
Northeast Investment Management
|
|
|
|
|
|
New Millennium Group LLC
|
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|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Daido Life Insurance Co
|
|
|
|
|
|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
|
|
|
|
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|
GK Wealth Management LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
PBL - PGIM ETF TRUST - PGIM Portfolio Ballast ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
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|
Berkeley, Inc
|
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|
Ullmann Financial Group, Inc.
|
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
Cynosure Management, Llc
|
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|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Planwiser Financial, Llc
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|
Define Financial, Llc
|
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|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
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|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
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|
Foster Victor Wealth Advisors, LLC
|
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|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
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|
Klingenstein Fields & Co Lp
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|
Thompson Davis & Co., Inc.
|
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|
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|
Bill Few Associates, Inc.
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|
Greenspring Advisors, LLC
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|
Matisse Capital
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|
|
|
Bleakley Financial Group, LLC
|
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|
PCA Investment Advisory Services Inc.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
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|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
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|
Lee-Kelleher Wealth Management
|
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|
Morling Financial Advisors, LLC
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|
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|
Prasad Wealth Partners, LLC
|
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|
LJI Wealth Management, LLC
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|
Matthew Goff Investment Advisor, LLC
|
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|
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|
Ci Investments Inc.
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|
Pennsylvania Capital Management Inc /adv
|
|
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|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
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|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
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|
49 Wealth Management, Llc
|
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|
LaFleur & Godfrey LLC
|
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|
Jim Saulnier & Associates, Llc
|
|
|
|
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|
VCI Wealth Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
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|
Qalhat Capital Ltd
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|
Schmidt P J Investment Management Inc
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|
Family Firm, Inc.
|
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|
Counterweight Ventures, LLC
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|
Jpmorgan Chase & Co
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|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
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|
Simplicity Wealth,LLC
|
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|
|
|
Vectors Research Management, LLC
|
|
|
|
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|
Armstrong Henry H Associates Inc
|
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|
Ubs Asset Management Americas Inc
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|
Texas Yale Capital Corp.
|
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|
Fogel Capital Management, Inc.
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|
Graypoint LLC
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|
|
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|
Quad-Cities Investment Group, LLC
|
|
|
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|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Atlantic Family Wealth, Llc
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|
Capital Insight Partners, Llc
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|
Valley Financial Group, Inc.
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|
Valtinson Bruner Financial Planning LLC
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|
Pps&v Asset Management Consultants, Inc.
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|
|
|
|
Ignite Planners, LLC
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|
|
|
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|
Shufro Rose & Co Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
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|
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|
Atwood & Palmer Inc
|
|
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|
Pinney & Scofield, Inc.
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|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
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|
TFR Capital, LLC.
|
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|
Prodigy Asset Management LLC
|
|
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|
Parkworth Wealth Management, Inc.
|
|
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|
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|
One Wealth Capital Management, Llc
|
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|
AlphaCore Capital LLC
|
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|
Capstone Financial Advisors, Inc.
|
|
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|
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|
Forefront Wealth Partners, LLC
|
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White Knight Strategic Wealth Advisors, LLC
|
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|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
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|
Gs Investments, Inc.
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|
Joel Adams & Associates, Inc.
|
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|
Zullo Investment Group, Inc.
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|
Flower City Capital
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|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
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|
Gallacher Capital Management LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
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|
Aspiriant, Llc
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
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|
Beacon Capital Management, LLC
|
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|
North Star Asset Management Inc
|
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|
Brand Asset Management Group, Inc.
|
|
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|
Huntleigh Advisors, Inc.
|
|
|
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|
SP Asset Management LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
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|
Yelin Lapidot Holdings Management Ltd.
|
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|
|
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|
Inscription Capital, LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
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|
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|
Evermay Wealth Management Llc
|
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|
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|
Annex Advisory Services, LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
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|
|
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|
Collier Financial
|
|
|
|
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|
Talisman Wealth Advisors LLC
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|
Maia Wealth LLC
|
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|
Horizon Advisory Services, Inc.
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Argentarii, LLC
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|
First Command Advisory Services, Inc.
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|
Warner Financial, Inc
|
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|
|
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|
Opes Wealth Management LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
ZynergyRetirementPlanningLLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
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|
Chicago Wealth Management, Inc.
|
|
|
|
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|
IFP Advisors, Inc
|
|
|
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
NWIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2030 Fund Class A
|
|
|
|
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|
NWK Group, Inc.
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Encompass More Asset Management
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Cary Street Partners Financial Llc
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Brady Martz Wealth Solutions, LLC
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U.S. Capital Wealth Advisors, LLC
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Fft Wealth Management Llc
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Macroview Investment Management Llc
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Brio Consultants, LLC
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Allodium Investment Consultants, LLC
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Nestegg Advisors, Inc.
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LGT Financial Advisors LLC
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Bricktown Capital, LLC
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Cambridge Financial Group, LLC
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TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
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Hurley Capital, LLC
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Lyell Wealth Management, Lp
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Silvia Mccoll Wealth Management, Llc
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Financial Enhancement Group LLC
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Interchange Capital Partners, LLC
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HWG Holdings LP
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OMNI 360 Wealth, Inc.
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Roman Butler Fullerton & Co
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YANKCOM Partnership
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Lmcg Investments, Llc
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Dynamic Advisor Solutions LLC
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Spectrum Asset Management, Inc. (NB/CA)
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University of Massachusetts Foundation, Inc.
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Stonehage Fleming Financial Services Holdings Ltd
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IMC-Chicago, LLC
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Winthrop Capital Management, LLC
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Aptus Capital Advisors, LLC
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TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
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Busey Wealth Management
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Wealthstar Advisors, Llc
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Main Street Financial Solutions, LLC
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Northern Trust Corp
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Cresset Asset Management, LLC
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Mml Investors Services, Llc
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Chatham Capital Group, Inc.
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares
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Red Door Wealth Management, LLC
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Main Management Fund Advisors LLC
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Wade Financial Advisory, Inc
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Sterling Capital Management LLC
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JSF Financial, LLC
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Sanchez Wealth Management Group
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Legal & General Group Plc
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Values Added Financial LLC
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Consolidated Portfolio Review Corp
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Well Done, LLC
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Perkins Coie Trust Co
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Am Investment Strategies Llc
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OneAscent Family Office, LLC
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Security Financial Services, INC.
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EP Wealth Advisors, Inc.
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Nationwide Fund Advisors
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BCGM Wealth Management, LLC
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Prentice Wealth Management LLC
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Welch Group, LLC
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Wall Street Access Asset Management, LLC
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BCU Wealth Advisors, LLC
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Meadow Creek Wealth Advisors Llc
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Tobias Financial Advisors, Inc.
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Tiaa Trust, National Association
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Rolek Wealth Management LLC
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TCP Asset Management, LLC
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Stratos Wealth Advisors, LLC
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White Pine Capital Llc
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Fidato Wealth LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified Growth Volatility Control Account Class 2
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Park Edge Advisors, LLC
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Bright Futures Wealth Management, LLC.
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ORG Wealth Partners, LLC
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Merit Financial Group, LLC
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Avidian Wealth Solutions, LLC
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Redwood Investment Management, Llc
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AllSquare Wealth Management LLC
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Stock Yards Bank & Trust Co
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Camden National Bank
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Mitchell Sinkler & Starr/pa
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PineBridge Investments, L.P.
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Commonwealth Financial Services, LLC
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Tudor Investment Corp Et Al
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Keybank National Association/oh
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Taiyo Life Insurance Co
|
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First Wilshire Securities Management Inc
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Three Cord True Wealth Management, LLC
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TFC Financial Management
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Briaud Financial Planning, Inc
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Farnam Financial LLC
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Watchman Group, Inc.
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|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
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Martin & Co Inc /tn/
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Sandbox Financial Partners, LLC
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Philadelphia Trust Co
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Prospera Financial Services Inc
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Quotient Wealth Partners, LLC
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Chandler Asset Management, Inc.
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Nilsine Partners, LLC
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Alliance Wealth Management Group
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Ofc Financial Planning, Llc
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Barclays Plc
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Pembroke Management, LTD
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Wells Trecaso Financial Group, LLC
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TL Private Wealth
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Alaska Permanent Fund Corp
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Addison Advisors LLC
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Archford Capital Strategies, LLC
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Prosperity Consulting Group, LLC
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Peninsula Asset Management Inc
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|
DXSLX - DIREXION FUNDS - Direxion Monthly S&P 500(R) Bull 2X Fund Investor Class
|
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|
|
Anchor Capital Advisors Llc
|
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|
AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
|
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Inspirion Wealth Advisors, Llc
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Williams Jones Wealth Management, LLC.
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MKP Capital Management, L.L.C.
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Rakuten Investment Management, Inc.
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Wealthspan Partners, Llc
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Reinhart Partners, Inc.
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Hopwood Financial Services, Inc.
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Hibernia Wealth Partners, LLC
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Cornerstone Select Advisors, LLC
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Punch & Associates Investment Management, Inc.
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Franklin, Parlapiano, Turner & Welch, LLC
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Clear Creek Financial Management, LLC
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Ables, Iannone, Moore & Associates, Inc.
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Angeles Wealth Management, Llc
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Harbor Advisory Corp /ma/
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Hartford Funds Management Co LLC
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Vivid Wealth Management, LLC
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Schechter Investment Advisors, LLC
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Collaborative Wealth Managment Inc.
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Equitable Holdings, Inc.
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Portland Financial Advisors Inc
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Retirement Planning Group
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Ballentine Capital Advisors, Inc
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HCR Wealth Advisors
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Traub Capital Management LLC
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|
Helen Stephens Group, LLC
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Talon Private Wealth, LLC
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|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
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Woodside Wealth Management LLC
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ETF Store, Inc.
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Hofer & Associates. Inc
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Ai Financial Services Llc
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S.A. Mason LLC
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Sentry LLC
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RTD Financial Advisors, Inc.
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W Advisors, Llc
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Cedar Mountain Advisors, LLC
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Crestmont Private Wealth LLC
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TCTC Holdings, LLC
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Madden Advisory Services, Inc.
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Doliver Advisors, Lp
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Fielder Capital Group LLC
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|
Pineridge Advisors LLC
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|
Cardinal Point Capital Management, ULC
|
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|
RFG Advisory, LLC
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Snowden Capital Advisors LLC
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Schulhoff & Co Inc
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Bear Mountain Capital, Inc.
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Latko Wealth Management, Ltd.
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Wealthedge Investment Advisors, Llc
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Stonegate Investment Group, LLC
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|
Alerus Financial Na
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FLP Wealth Management, LLC
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McCarthy Grittinger Financial Group, LLC
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Tepp RIA, LLC
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Triune Financial Partners, LLC
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Haverford Financial Services, Inc.
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Arrien Investments, Inc.
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Arbor Wealth Advisors LLC
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SevenBridge Financial Group, LLC
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|
Creative Capital Management Investments LLC
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|
Conrad N. Hilton Foundation
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|
Garrett Wealth Advisory Group, LLC
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|
|
|
Park National Corp /oh/
|
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|
|
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|
Envestnet Asset Management Inc
|
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|
Revisor Wealth Management LLC
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|
Vestor Capital, Llc
|
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|
Grove Street Fiduciary, LLC
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|
West Bancorporation Inc
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|
Rialto Wealth Management, LLC
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|
Tru Independence Asset Management 2, Llc
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Beacon Pointe Advisors, LLC
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Peddock Capital Advisors, Llc
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Bellevue Asset Management, Llc
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O'Brien Wealth Partners LLC
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High Falls Advisors, Inc
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Roth Financial Partners LLC
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Aprio Wealth Management, LLC
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Fiduciary Advisors, Inc.
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Stephenson & Company, Inc.
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Sound Stewardship, LLC
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Independent Advisor Alliance
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|
HFG Advisors, Inc.
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|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
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|
|
|
|
Perfromance Wealth Partners, LLC
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|
|
|
|
Tfo-tdc, Llc
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Gibbs Wealth Management
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|
Holcombe Financial, Inc.
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|
Objectivity Squared, LLC
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Blueprint Financial Advisors LLC
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Wealth Alliance Advisory Group, LLC
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|
North Capital, Inc.
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|
Obsidian Personal Planning Solutions LLC
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|
Laurel Wealth Advisors LLC
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|
|
EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
|
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|
|
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|
IHT Wealth Management, LLC
|
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|
Matson Money. Inc.
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|
Emprise Bank
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|
Mv Capital Management, Inc.
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|
Staley Capital Advisers Inc
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|
SilverOak Wealth Management LLC
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|
|
|
tru Independence LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Certified Advisory Corp
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|
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|
Sittner & Nelson, Llc
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|
Virtue Capital Management, LLC
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|
Wallace Advisory Group, LLC
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|
Carson Advisory Inc.
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|
Bartlett & Co. Wealth Management Llc
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|
Montecito Bank & Trust
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|
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|
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|
BTC Capital Management, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
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|
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|
Lowe Wealth Advisors, LLC
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|
Bank of New Hampshire
|
|
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|
Hilltop Holdings Inc.
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|
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|
O'shaughnessy Asset Management, Llc
|
|
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|
Wood Tarver Financial Group, LLC
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|
|
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|
Sigma Investment Counselors Inc
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|
|
|
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|
Atlantic Edge Private Wealth Management, LLC
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|
|
|
|
NovaPoint Capital, LLC
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|
|
|
|
Marmo Financial Group, LLC
|
|
|
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|
Thrivent Financial For Lutherans
|
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|
|
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|
Mendel Capital Management LLC
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|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
NDAAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Aggressive Fund Class A
|
|
|
|
|
|
Reliant Wealth Planning
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
MBA Advisors LLC
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|
|
|
|
|
Community Trust & Investment Co
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|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Destiny Capital Corp/CO
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
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|
Painted Porch Advisors LLC
|
|
|
|
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|
Advyzon Investment Management, LLC
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|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
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|
|
|
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|
Bordeaux Wealth Advisors LLC
|
|
|
|
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|
Family Legacy Financial Solutions, LLC
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|
Red Mountain Financial, LLC
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|
McClarren Financial Advisors, Inc.
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|
Edgemoor Investment Advisors, Inc.
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|
E Fund Management (Hong Kong) Co., Ltd.
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|
Hill Island Financial Llc
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|
Shum Financial Group, Inc.
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|
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|
Operose Advisors LLC
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|
|
|
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|
Somerville Kurt F
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|
High Note Wealth, LLC
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|
Octavia Wealth Advisors, LLC
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|
Sagard Holdings Management Inc.
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|
CAPROCK Group, Inc.
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|
Arbor Trust Wealth Advisors, Llc
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|
Vawter Financial, Ltd.
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|
|
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|
New York Life Investment Management Llc
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|
|
|
|
United Wealth Management, LLC
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|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Zhang Financial LLC
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
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Northstar Asset Management Llc
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Hirtle Callaghan & Co LLC
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American Money Management, LLC
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Traction Financial Partners, LLC
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Brandywine Trust Co
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Bfsg, Llc
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IMG Wealth Management, Inc.
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Buska Wealth Management, LLC
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Paragon Advisors, LLC
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Shilanski & Associates, Inc.
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Sandhill Capital Partners LLC
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Fonville Wealth Management LLC
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Avalon Trust Co
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BEAM Asset Management, LLC
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Sunbeam Capital Management, LLC
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Generation Capital Management LLC
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Mayflower Financial Advisors, LLC
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Thrive Capital Management, LLC
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Abundance Wealth Counselors
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Dorsey & Whitney Trust CO LLC
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Tandem Capital Management Corp /adv
|
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|
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF
|
|
|
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|
Pin Oak Investment Advisors Inc
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Chris Bulman Inc
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Elser Financial Planning, Inc
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ARS Wealth Advisors Group, LLC
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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American Asset Management Inc.
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Canandaigua National Bank & Trust Co
|
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Lvm Capital Management Ltd/mi
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Flow Traders U.s. Llc
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Riversedge Advisors, Llc
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Future You Wealth Llc
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Evergreen Private Wealth LLC
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Purkiss Capital Advisors LLC
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Orion Capital Management LLC
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Blue Fin Capital, Inc.
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USAdvisors Wealth Management, LLC
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Geneos Wealth Management Inc.
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Cyndeo Wealth Partners, LLC
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Millennium Management Llc
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Trustmark National Bank Trust Department
|
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Counterpoint Mutual Funds LLC
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Enclave Advisors LLC
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Atlas Brown,Inc.
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Lutz Financial Services LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Custos Family Office, LLC
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Towerpoint Wealth, LLC
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Flavin Financial Services, Inc.
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EWG Elevate Inc.
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JFG Wealth Management, LLC
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Geneva Partners, LLC
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Conning Inc.
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Stonekeep Investments, LLC
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Baldwin Brothers Inc/ma
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Ipswich Investment Management Co., Inc.
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Bellecapital International Ltd.
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Finer Wealth Management, Inc.
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Csenge Advisory Group
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Beck Capital Management, Llc
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SOA Wealth Advisors, LLC.
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Stewardship Advisors, LLC
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Financial Network Wealth Advisors LLC
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Wealthstream Advisors, Inc.
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Ieq Capital, Llc
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Global Wealth Management, LLC
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Cowa, Llc
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Illinois Municipal Retirement Fund
|
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|
Lakeridge Wealth Management LLC
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|
Pictet Asset Management Holding SA
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Transform Wealth, LLC
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FSM Wealth Advisors, LLC
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ONE Advisory Partners, LLC
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Independent Wealth Network Inc.
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Allied Investment Advisors, LLC
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Pallas Capital Advisors LLC
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Jaffetilchin Investment Partners, LLC
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Evergreen Capital Management Llc
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Coco Enterprises, LLC
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Scotia Capital Inc.
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|
Fairman Group, LLC
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Life Line Wealth Management Llc
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Boreal Capital Management LLC
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Foster Dykema Cabot & Partners, Llc
|
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Forte Capital Llc /adv
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Strategent Financial, LLC
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Alliancebernstein L.p.
|
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JNBA Financial Advisors
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|
3EDGE Asset Management, LP
|
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|
Tompkins Financial Corp
|
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Samalin Investment Counsel, LLC
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Allie Family Office LLC
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von Borstel & Associates, Inc.
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OneAscent Financial Services LLC
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Parkside Advisors LLC
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|
Altus Wealth Group LLC
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|
Motive Wealth Advisors
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|
Redmond Asset Management, LLC
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Greenwood Capital Associates Llc
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Castle Wealth Management Llc
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Westside Investment Management, Inc.
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Nadler Financial Group, Inc.
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Curio Wealth, Llc
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Scott Capital Advisors, LLC
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Investment Counsel Co Of Nevada
|
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Parallel Advisors, LLC
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Kooman & Associates
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Northwest Bancshares, Inc.
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Jfs Wealth Advisors, Llc
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Landing Point Financial Group, LLC
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|
Activest Wealth Management
|
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|
Montag A & Associates Inc
|
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Toews Corp /adv
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Range Financial Group LLC
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Insight 2811, Inc.
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Strathmore Capital Advisors, Inc.
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LexAurum Advisors, LLC
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Salem Investment Counselors Inc
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|
Sound View Wealth Advisors Group, LLC
|
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|
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|
Northern Oak Wealth Management Inc
|
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|
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|
Idaho Trust Bank
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Shearwater Capital LLC
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Stordahl Capital Management, Inc.
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
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|
CWA Asset Management Group, LLC
|
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Mayport, Llc
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Smart Portfolios, LLC
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Heritage Investment Group, Inc.
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Fiduciary Group LLC
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Integras Partners LLC
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Vivaldi Capital Management, LLC
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IronBridge Private Wealth, LLC
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Bradyco, Inc.
|
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Fusion Capital, LLC
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Old North State Trust, LLC
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UNC Management Company, Inc.
|
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|
Hohimer Wealth Management, Llc
|
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Summit Asset Management, LLC
|
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|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
|
|
|
|
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|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
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|
M. Kulyk & Associates, LLC
|
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|
|
|
|
Strid Group, LLC
|
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|
|
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|
IMZ Advisory Inc
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|
Revolve Wealth Partners, LLC
|
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|
Goelzer Investment Management, Inc.
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|
Tower Research Capital LLC (TRC)
|
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|
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|
Total Wealth Planning, Llc
|
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|
|
|
|
EQHEX - Series Portfolios Trust - Equable Shares Large Cap Fund Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Dynamic Managed Volatility Fund
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
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|
United Community Bank
|
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|
Ervin Investment Management, LLC
|
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|
Skopos Labs, Inc.
|
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|
DDFG, Inc
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|
Yousif Capital Management, Llc
|
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|
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|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
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|
Brookmont Capital Management
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|
Ntv Asset Management Llc
|
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|
Moneywise, Inc.
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
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|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
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|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
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|
CoreFirst Bank & Trust
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|
Tilson Financial Group, Inc.
|
|
|
|
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|
Arvest Bank Trust Division
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|
Country Trust Bank
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|
GHP Investment Advisors, Inc.
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
Kirtland Hills Capital Management, Llc
|
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|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
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|
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
|
|
|
|
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|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
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|
Madison Asset Management, LLC
|
|
|
|
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|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
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|
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|
Texas Bank & Trust Co
|
|
|
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|
North Ridge Wealth Advisors, Inc.
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|
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|
Advisors Management Group Inc /adv
|
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|
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|
Thompson Investment Management, Inc.
|
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|
|
|
Armis Advisers, LLC
|
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|
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|
Ackerman Asset Management, LLC
|
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|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Evernest Financial Advisors, LLC
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|
Capital Advisors Inc/ok
|
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|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
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|
Maripau Wealth Management Llc
|
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|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
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|
Element Wealth, LLC
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|
Bbr Partners, Llc
|
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|
Sherman Asset Management, Inc.
|
|
|
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|
Macquarie Group Ltd
|
|
|
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|
Seven Post Investment Office LP
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|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
SHDG - Advisor Managed Portfolios - Soundwatch Hedged Equity ETF
|
|
|
|
|
|
IVVW - iSHARES TRUST - iShares S&P 500 BuyWrite ETF
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
SMAX - iSHARES TRUST - iShares Large Cap Max Buffer Sep ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Morangie Management LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
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|
Chapin Davis, Inc.
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|
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|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
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|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
CenturyLink Investment Management Co
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
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|
Hilltop Partners LLC
|
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|
|
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|
WFA Asset Management Corp
|
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|
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|
Richardson Financial Services Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
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|
Fort Henry Capital, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
|
|
Cypress Capital Group
|
|
|
|
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|
Monte Financial Group, LLC
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Rock Point Advisors, LLC
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Lion Street Advisors, LLC
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Paulson Wealth Management Inc.
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Beaumont Asset Management, L.L.C.
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Westshore Wealth, LLC
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Bremer Bank National Association
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Legacy Financial Group, Inc.
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Continuum Advisory, LLC
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TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
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Trust Co of Tennessee
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
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LOM Asset Management Ltd
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WJ Wealth Management, LLC
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Graham Capital Wealth Management, Llc
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Mackenzie Financial Corp
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TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
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Harbor Asset Planning, Inc.
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Zuckerman Investment Group, LLC
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J.w. Cole Advisors, Inc.
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Motco
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McNamara Financial Services, Inc.
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Oliver Lagore Vanvalin Investment Group
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Treasurer of the State of North Carolina
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Richmond Brothers, Inc.
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IFS Advisors, LLC
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Avid Wealth Partners LLC
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Deutsche Bank Ag\
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Family Capital Trust Co
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Cisco Systems, Inc.
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Verus Capital Partners, Llc
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RMR Wealth Builders
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IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
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Cliftonlarsonallen Wealth Advisors, Llc
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Heritage Oak Wealth Advisors Llc
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Capital Management Associates, Inc
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TruNorth Capital Management, LLC
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Anchor Investment Management, LLC
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jvl associates llc
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Werba Rubin Papier Wealth Management
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Presidio Capital Management, LLC
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Bright Financial Advisors, Inc.
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Rockefeller Capital Management L.P.
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BlackDiamond Wealth Management Inc.
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Barlow Wealth Partners, Inc.
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Ethic Inc.
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New Republic Capital, LLC
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Garrison Point Advisors, Llc
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Banque Cantonale Vaudoise
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Nicollet Investment Management, Inc.
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Mizuho Markets Americas Llc
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PKS Advisory Services, LLC
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Creegan & Nassoura Financial Group, LLC
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Tactive Advisors, LLC
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Lincoln Capital LLC
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First Heartland Consultants, Inc.
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CIBC Asset Management Inc
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True Wealth Design, LLC
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Summit Financial Wealth Advisors, LLC
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Vigilare Wealth Management
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Ramirez Asset Management, Inc.
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United Capital Financial Advisers, Llc
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Betterment LLC
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Impact Capital Partners LLC
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Benjamin Edwards Inc
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Equita Financial Network, Inc.
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Clark Financial Services Group Inc /bd
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Delta Financial Advisors Llc
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NMMEX - Northern Funds - Active M Emerging Markets Equity Fund
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Callan Family Office, LLC
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Drake & Associates, LLC
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Shayne & Co., Llc
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GPS Wealth Strategies Group, LLC
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Second Line Capital, LLC
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Braun-Bostich & Associates Inc.
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Paladin Wealth, LLC
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M&t Bank Corp
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Attessa Capital LLC
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TFG Advisers LLC
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GEM Asset Management, LLC
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McAdam, LLC
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Aft, Forsyth & Company, Inc.
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Bank Hapoalim Bm
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Fusion Family Wealth LLC
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Ccg Wealth Management, Llc
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Worth Asset Management, LLC
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Canandaigua National Trust Co of Florida
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Houlihan Financial Resource Group, Ltd.
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Perritt Capital Management Inc
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Keystone Wealth Services, LLC
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CapWealth Advisors, LLC
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Dover Advisors, Llc
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Everpar Advisors Llc
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Windsor Capital Management, LLC
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Titan Global Capital Management Usa Llc
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Vantage Point Financial LLC
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Schoolcraft Capital LLC
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SJS Investment Consulting Inc.
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
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RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
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Global Retirement Partners, LLC
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Bell Investment Advisors, Inc
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Cura Wealth Advisors, Llc
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Brady Family Wealth, Llc
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Blue Bell Private Wealth Management, Llc
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Vident Advisory, LLC
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Canopy Partners, LLC
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Fairview Capital Investment Management, Llc
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Davidson Trust Co
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Crux Wealth Advisors
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One Day In July LLC
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Prentiss Smith & Co Inc
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PDS Planning, Inc
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Patriot Investment Management Inc.
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Common Fund For Nonprofit Organizations
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Opus Capital Group, LLC
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ARS Investment Partners, LLC
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Postrock Partners Llc
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Prostatis Group LLC
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Progeny 3, Inc.
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Cary Street Partner Investment Advisory Llc
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Mason Investment Advisory Services, Inc.
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Armor Investment Advisors, LLC
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Everstar Asset Management, LLC
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World Equity Group, Inc.
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Financial Security Advisor, Inc.
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Pvg Asset Management Corp
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Strategic Point Investment Advisors, LLC
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Godsey & Gibb Associates
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Colonial Trust Advisors
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KM Capital Management Ltd.
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|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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High Net Worth Advisory Group LLC
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Leading Edge Financial Planning LLC
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Dunhill Financial, LLC
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CarsonAllaria Wealth Management, Ltd.
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Axis Wealth Partners, LLC
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Redhawk Wealth Advisors, Inc.
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Summa Corp.
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Resources Management Corp /ct/ /adv
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Noble Family Wealth, LLC
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AFQSX - PFS FUNDS - Alpha Fiduciary Quantitative Strategy Fund
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Anfield Capital Management, LLC
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Dodds Wealth, LLC
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West Branch Capital LLC
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Resonant Capital Advisors, LLC
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Farrell Financial LLC
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First Bank & Trust
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Syntegra Private Wealth Group, LLC
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Kidder Stephen W
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Drucker Wealth 3.0, LLC
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Rebalance, Llc
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Autumn Glory Partners, LLC
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Old Point Trust & Financial Services N A
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Lowe Brockenbrough & Co Inc
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Professional Financial Advisors, LLC
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Kathleen S. Wright Associates Inc.
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Fort Sheridan Advisors Llc
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Nixon Peabody Trust Co
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Capital Group Private Client Services, Inc.
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|
JDM Financial Group LLC
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Meritage Portfolio Management
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|
Ancora Advisors, LLC
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|
McGuire Investment Group, LLC
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
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|
BCO Wealth Management LLC
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|
|
|
|
AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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|
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|
Riverbend Wealth Management, LLC
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|
McCollum Christoferson Group LLC
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Reynders McVeigh Capital Management, LLC
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|
Silvercrest Asset Management Group Llc
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Gladstone Institutional Advisory LLC
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Schneider Downs Wealth Management Advisors, LP
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|
River Street Advisors LLC
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|
Financial Management Network Inc
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Green Square Capital Advisors Llc
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|
LFA - Lugano Financial Advisors SA
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Market Street Wealth Management Advisors Llc
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Morris Financial Concepts, Inc.
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Baker Tilly Financial, Llc
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Guidance Point Advisors, LLC
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StoneX Group Inc.
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626 Financial, LLC
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Horizon Wealth Management, LLC
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Swmg, Llc
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Waverton Investment Management Ltd
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Venture Visionary Partners LLC
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|
Ehrlich Financial Group
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|
VERITY Wealth Advisors
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|
Jones Financial Companies Lllp
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|
Integrity Investment Advisors, LLC
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|
Compass Financial Group, INC/SD
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FORM Wealth Advisors, LLC
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Liberty Square Wealth Partners Llc
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Voisard Asset Management Group, Inc.
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Galvin, Gaustad & Stein, LLC
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Interactive Financial Advisors
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|
Trust Co
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|
BFI Infinity Ltd.
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Topel & Distasi Wealth Management, LLC
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|
Tillman Hartley LLC
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|
Healthcare Of Ontario Pension Plan Trust Fund
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|
Tenret Co LLC
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|
Retirement Guys Formula Llc
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|
Resurgent Financial Advisors LLC
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|
Muirfield Wealth Advisors Llc
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Shorepath Capital Management LLC
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Diversify Advisory Services, LLC
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|
Fsb Premier Wealth Management, Inc.
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|
Passaic Partners LLC
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|
SwitchPoint Financial Planning, LLC
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|
Merkkuri Wealth Advisors LLC
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Capital Advisors, Ltd. LLC
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|
Evolution Advisers, Inc.
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|
Golden State Equity Partners
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Reuter James Wealth Management, Llc
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|
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|
Hubbell Strickland Wealth Management, LLC
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|
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|
Cheviot Value Management, LLC
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|
|
|
|
|
TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF
|
|
|
|
|
|
Leo Wealth, LLC
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|
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|
Bryant Woods Investment Advisors, LLC
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|
Pitti Group Wealth Management, LLC
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|
Naviter Wealth, LLC
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|
Pinnacle Financial Partners Inc
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|
Convergence Financial, LLC
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|
Fagan Associates, Inc.
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|
McLean Asset Management Corp
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LTG Capital LLC
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|
High Probability Advisors, LLC
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|
Lindbrook Capital, Llc
|
|
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|
Seascape Capital Management
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|
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|
|
Kwmg, Llc
|
|
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|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Somnio Financial Group, LLC
|
|
|
|
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|
Roger Wittlin Investment Advisory, LLC
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|
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|
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|
Johnson Bixby & Associates, LLC
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|
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|
Pitcairn Co
|
|
|
|
|
|
Costello Asset Management, INC
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|
|
|
Bay Harbor Wealth Management, LLC
|
|
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|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
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|
Bell Bank
|
|
|
|
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|
Bank of Marin
|
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|
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|
Verity Asset Management, Inc.
|
|
|
|
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|
Arq Wealth Advisors, Llc
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|
Quantinno Capital Management LP
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|
|
|
Concurrent Investment Advisors, LLC
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|
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|
Mitchell Mcleod Pugh & Williams Inc
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|
Savant Capital, LLC
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|
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|
Clarius Group, LLC
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|
Sykon Capital Llc
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|
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|
Sara-Bay Financial
|
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Evercore Wealth Management, LLC
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|
Lifeworks Advisors, LLC
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|
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|
Apollon Financial, LLC
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|
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|
Papp L Roy & Associates
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|
|
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|
Farmers National Bank
|
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|
EFG Asset Management (Americas) Corp.
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|
|
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|
Mkd Wealth Coaches, Llc
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|
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|
Stablepoint Partners, LLC
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|
|
|
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|
Providence First Trust Co
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|
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|
Symphony Financial, Ltd. Co.
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|
|
|
|
|
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
|
|
|
|
|
|
Global View Capital Management LLC
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|
Syntax Research, Inc.
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Wharton Business Group, LLC
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D'Orazio & Associates, Inc.
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|
AdvisorNet Financial, Inc
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
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|
Jackson Hole Capital Partners, LLC
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|
Strategic Investment Advisors / MI
|
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|
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|
Legacy Wealth Management, Inc
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|
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|
Hancock Whitney Corp
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|
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|
Gilliland Jeter Wealth Management LLC
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|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Watershed Private Wealth Llc
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|
|
|
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|
Trust Co Of Toledo Na /oh/
|
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|
|
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|
Versant Capital Management, Inc
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Smart Money Group LLC
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Tolleson Wealth Management, Inc.
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Oldfather Financial Services, LLC
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|
Nelson Capital Management, LLC
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|
NewEdge Wealth, LLC
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|
|
|
|
|
Cypress Capital Advisors, LLC
|
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|
Meyer Handelman Co
|
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|
Financial Partners Group, Inc
|
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Infinity Wealth Counsel, LLC
|
|
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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RMB Capital Management, LLC
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Taylor Financial Group, Inc.
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Hi-Line Capital Management, LLC
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Cetera Trust Company, N.A
|
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Maseco Llp
|
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|
VSM Wealth Advisory, LLC
|
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|
Diversified Trust Co
|
|
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|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
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|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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Icon Wealth Advisors, LLC
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Chemung Canal Trust Co
|
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Beirne Wealth Consulting Services, LLC
|
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|
Ferguson Wellman Capital Management, Inc
|
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C2C Wealth Management, LLC
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West Paces Advisors Inc.
|
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Game Plan Financial Advisors, LLC
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Glass Jacobson Investment Advisors llc
|
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Sterling Investment Counsel, LLC
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Schrum Private Wealth Management LLC
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Evolution Wealth Management Inc.
|
|
|
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|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Summit X, LLC
|
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Mission Wealth Management, Lp
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Mcdonald Partners Llc
|
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Islay Capital Management, Llc
|
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Ewing Morris & Co. Investment Partners Ltd.
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
|
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|
Sabal Trust CO
|
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|
Y.D. More Investments Ltd
|
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Fiduciary Financial Group, Llc
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Sunburst Financial Group, LLC
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Searle & Co.
|
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KG&L Capital Management,LLC
|
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|
Ballentine Partners, LLC
|
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|
Aspire Capital Advisors LLC
|
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Valued Wealth Advisors LLC
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
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|
National Bank Of Canada /fi/
|
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|
Ritholtz Wealth Management
|
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|
Longview Financial Advisors LLC
|
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Lifelong Wealth Advisors, Inc.
|
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HBW Advisory Services LLC
|
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Norden Group Llc
|
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Lazard Freres Gestion S.A.S.
|
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Holistic Financial Partners
|
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Ethos Financial Group, LLC
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Uptown Financial Advisors LLC
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Milestone Asset Management, Llc
|
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Red Tortoise LLC
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Arrow Financial Corp
|
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MONECO Advisors, LLC
|
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First PREMIER Bank
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Analyst IMS Investment Management Services Ltd.
|
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|
Stegner Investment Associates Inc.
|
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Rational Advisors Llc
|
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Ball & Co Wealth Management Inc.
|
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Union Bancaire Privee, UBP SA
|
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|
Capital Advisors Wealth Management, LLC
|
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JB Capital LLC
|
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|
Arkansas Financial Group, Inc.
|
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Arjuna Capital
|
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|
HORAN Wealth, LLC
|
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|
Franklin Resources Inc
|
|
|
|
|
|
NWEBX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination Retirement Fund Class R
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
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|
First United Bank Trust/
|
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Parker Financial LLC
|
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Cooper/haims Advisors, Llc
|
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Green Harvest Asset Management LLC
|
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|
Calton & Associates, Inc.
|
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Ellerson Group Inc /adv
|
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Chicago Partners Investment Group LLC
|
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|
Spears Abacus Advisors LLC
|
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|
Spinnaker Trust
|
|
|
|
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|
Pinnacle Bancorp, Inc.
|
|
|
|
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|
BUYW - Northern Lights Fund Trust IV - Main BuyWrite ETF
|
|
|
|
|
|
Sterling Wealth Advisors Inc
|
|
|
|
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|
Koshinski Asset Management, Inc.
|
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|
HB Wealth Management, LLC
|
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Center for Financial Planning, Inc.
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Elyxium Wealth, LLC
|
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Arvest Investments, Inc.
|
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|
Wick Capital Partners, LLC
|
|
|
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Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
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|
|
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|
Rossby Financial, LCC
|
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|
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|
|
Global Wealth Management Investment Advisory, Inc.
|
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|
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|
Founders Financial Securities Llc
|
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Novak & Powell Financial Services, Inc.
|
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|
|
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|
Hemenway Trust Co LLC
|
|
|
|
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|
Colonial River Wealth Management, LLC
|
|
|
|
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|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
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|
Elgethun Capital Management
|
|
|
|
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|
Duncker Streett & Co Inc
|
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|
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|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
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|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Presper Financial Architects, LLC
|
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|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
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|
|
|
Adventist Health System/ West
|
|
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|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Mustico Financial Group, Inc.
|
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|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Salus Financial Advisors, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
MAXJ - iSHARES TRUST - iShares Large Cap Max Buffer Jun ETF
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
NWWRX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2060 Fund Class A
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
Cosner Financial Group, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Longview Financial Advisors, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
RSSY - Tidal Trust II - Return Stacked(R) U.S. Stocks & Futures Yield ETF
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
DMAX - iSHARES TRUST - iShares Large Cap Max Buffer Dec ETF
|
|
|
|
|
|
Genworth Financial Inc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
International City Management Association Retirement Corp
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
SPUC - Simplify Exchange Traded Funds - Simplify US Equity PLUS Upside Convexity ETF
|
|
|
|
|
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Builder Investment Group Inc /adv
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PMG Wealth Management, Inc.
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Blume Capital Management, Inc.
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American Trust
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Waterloo Capital, L.P.
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Hrc Wealth Management, Llc
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Boston Family Office Llc
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Strategic Equity Management
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Allworth Financial LP
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Foronjy Financial Llc
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Pacific Point Advisors, LLC
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Lawson Kroeker Investment Management Inc/ne
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IPG Investment Advisors LLC
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Root Financial Partners, LLC
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Ipsen Advisor Group LLC
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Long Run Wealth Advisors, LLC
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Morton Brown Family Wealth, LLC
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Yukon Wealth Management, Inc.
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Pinnacle Wealth Planning Services, Inc.
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Intrua Financial, LLC
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Rede Wealth, LLC
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Harvest Investment Services, LLC
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Prudent Man Advisors, LLC
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United Advisor Group, LLC
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Jentner Corp
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Argus Investors' Counsel, Inc.
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Corepath Wealth Partners Llc
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Walkner Condon Financial Advisors LLC
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Beacon Investment Advisory Services, Inc.
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Next Capital Management LLC
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Mairs & Power Inc
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Stephens Consulting, LLC
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TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
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Brown Brothers Harriman & Co
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Webster Bank, N. A.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
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Sunbelt Securities, Inc.
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Wbh Advisory Inc
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NWF Advisory Services Inc.
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Quadrant Private Wealth Management, LLC
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Manhattan West Asset Management, LLC
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Financial Engines Advisors L.L.C.
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Fmr Llc
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Paladin Advisory Group, LLC
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Gratus Wealth Advisors, LLC
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Acorn Wealth Advisors, LLC
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Straight Path Wealth Management
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Mill Capital Management, LLC
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Fisher Asset Management, LLC
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Field & Main Bank
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BlackRock ETF Trust II - iShares Large Cap Moderate Buffer ETF
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Crossmark Global Holdings, Inc.
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Wealth Quarterback LLC
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Evoke Wealth, Llc
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Warren Street Wealth Advisors, LLC
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Hanlon Investment Management, Inc.
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Maridea Wealth Management LLC
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Financial Alternatives, Inc
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Sumitomo Mitsui Trust Holdings, Inc.
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PJT Investments Corp.
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Exchange Capital Management, Inc.
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Finley Financial, LLC
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Victory Capital Management Inc
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
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Christopher J. Hasenberg, Inc
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Peoples Financial Services Corp.
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SPC Financial, Inc.
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Claro Advisors LLC
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Adventist Health System Sunbelt Healthcare Corp
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Topsail Wealth Management, LLC
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Summit Wealth Partners, LLC
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Strategic Financial Concepts, LLC
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Poinciana Advisors Group, Llc
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CVA Family Office, LLC
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Falcon Wealth Planning
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Gotham Asset Management, LLC
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Rockbridge Investment Management, LCC
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Hills Bank & Trust Co
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Sage Advisors, Llc
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Stonebrook Private Inc.
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Financial Synergies Wealth Advisors, Inc.
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DeDora Capital, Inc.
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TPG Advisors LLC
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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NorthCrest Asset Manangement, LLC
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Brooklyn FI, LLC
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Marble Harbor Investment Counsel, LLC
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Everest Management Corp.
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MRP Capital Investments, LLC
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Level Wealth Management LLC
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Lloyd Advisory Services, LLC.
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Stifel Financial Corp
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Compass Planning Associates Inc
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Navigoe, LLC
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Pictet & Cie (Europe) SA
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First Citizens Financial Corp
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RMR Capital Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Vantagepoint Investment Advisers Llc
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Grant Private Wealth Management Inc
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Whittier Trust Co
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Courage Miller Partners, LLC
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CIBC World Markets Inc.
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Concorde Asset Management, LLC
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Financial Strategies Group, Inc.
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Nova Wealth Management, Inc.
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Balanced Wealth Group Llc
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Wealth Advisory Solutions, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Signature Securities Group Corporation
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Intelligent Financial Strategies
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Old National Bancorp /in/
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Aspen Wealth Strategies, LLC
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Safeguard Financial, LLC
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Mesirow Financial Investment Management, Inc.
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Wisconsin Wealth Advisors, LLC
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SPBC - Simplify Exchange Traded Funds - Simplify U.S. Equity PLUS GBTC ETF
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Hummer Financial Advisory Services Inc
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Hillman Capital Management, Inc.
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Keyvantage Wealth, Llc
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Wingate Wealth Advisors, Inc.
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Davis R M Inc
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Romano Brothers And Company
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C M Bidwell & Associates Ltd
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Waters Parkerson & Co., Llc
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Motiv8 Investments LLC
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Barnes Wealth Management Group, Inc
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Tower Wealth Partners, Inc.
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Central Pacific Bank - Trust Division
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Bokf, Na
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SpringVest Wealth Management LLC
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Bank Of America Corp /de/
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Sincerus Advisory, LLC
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Crown Wealth Group, LLC
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Savvy Advisors, Inc.
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Cassaday & Co Wealth Management LLC
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Principle Wealth Partners Llc
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Boston Trust Walden Corp
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J. W. Coons Advisors, LLC
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Affinity Capital Advisors, LLC
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Tevis Investment Management
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Boston Private Wealth Llc
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WealthCare Investment Partners, LLC
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Towneley Capital Management, Inc / DE
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DHJJ Financial Advisors, Ltd.
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
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Prosperity Planning, Inc.
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Rinkey Investments
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Cutler Investment Counsel Llc
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Next Level Wealth Planning, LLC
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Fidelity D & D Bancorp Inc
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GeoWealth Management, LLC
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Tandem Financial, LLC
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Valmark Advisers, Inc.
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1832 Asset Management L.P.
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Flagship Private Wealth, LLC
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Financial Perspectives, Inc
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Pine Ridge Advisers LLC
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Adviser Investments LLC
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Westend Capital Management LLC
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Ssa Swiss Advisors Ag
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Harvey Capital Management Inc
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Financial Sense Advisors, Inc.
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Noble Wealth Management PBC
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Monograph Wealth Advisors, Llc
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Mountain Hill Investment Partners Corp.
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Lcnb Corp
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Midwest Heritage Bank, FSB
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CWS Financial Advisors, LLC
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Reliant Investment Partners, LLC
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Horizons Wealth Management
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E Fund Management Co., Ltd.
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TAGStone Capital, Inc.
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Endeavor Private Wealth, Inc.
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25 Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II
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|
Leigh Baldwin & Co., Llc
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Bank Julius Baer & Co. Ltd, Zurich
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Compton Wealth Advisory Group, LLC
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Bessemer Group Inc
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First Western Trust Bank
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Financial Futures Ltd Liability Co.
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Alta Wealth Advisors LLC
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Oppenheimer & Co Inc
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Smith Shellnut Wilson Llc /adv
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Saiph Capital, LLC
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RiverFront Investment Group, LLC
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Tradition Wealth Management, LLC
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MMAX - iSHARES TRUST - iShares Large Cap Max Buffer Mar ETF
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|
Clark Asset Management, LLC
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Procyon Private Wealth Partners, LLC
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Wills Financial Group LLC
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Hall Laurie J Trustee
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Farmers & Merchants Investments Inc
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Leonard Rickey Investment Advisors P.L.L.C.
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Cerro Pacific Wealth Advisors LLC
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Camden Capital, LLC
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Trilogy Capital Inc.
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Eaton-Cambridge Inc.
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Mezzasalma Advisors, LLC
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Knollwood Investment Advisory, LLC
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Fenimore Asset Management Inc
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Beacon Financial Planning, Inc
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Grand Wealth Management, Llc
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Harbor Capital Advisors, Inc.
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FSA Wealth Management LLC
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Connable Office Inc
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Cornerstone Advisory, LLC
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Beacon Financial Group
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Atlas Wealth LLC
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|
Plimoth Trust Co Llc
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|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
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|
Tranquility Partners, LLC
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DBK Financial Counsel, LLC
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Nbt Bank N A /ny
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Wealth Management Partners, LLC
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Darrow Company, Inc.
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Woodard & Co Asset Management Group Inc /adv
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Aspire Private Capital, LLC
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BOK Financial Private Wealth, Inc.
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Kilter Group LLC
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Tidemark, LLC
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Safeguard Investment Advisory Group, LLC
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Peregrine Asset Advisers, Inc.
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Qrg Capital Management, Inc.
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NWLAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2035 Fund Class A
|
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|
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|
Burney Co/
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|
Discipline Wealth Solutions, LLC
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|
Fifth Lane Capital, Lp
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|
Magnolia Capital Advisors Llc
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|
Michels Family Financial, LLC
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|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Sovereign Financial Group, Inc.
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|
Clarity Wealth Development LLC
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|
Sierra Capital LLC
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|
Ewa, Llc
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|
Silverlake Wealth Management Llc
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|
Regimen Wealth, Llc
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
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|
|
|
|
Wiser Wealth Management, Inc
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|
Concentrum Wealth Management
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|
Carrera Capital Advisors
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|
CHURCHILL MANAGEMENT Corp
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|
Hudson Valley Investment Advisors Inc /adv
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Standpoint Asset Management, LLC
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Patten Group, Inc.
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Summit Trail Advisors, Llc
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Evanson Asset Management, LLC
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Mosaic Family Wealth Partners, Llc
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Blair William & Co/il
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Breakwater Investment Management
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|
Gr Financial Group, Llc
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Intrust Bank Na
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Private Advisor Group, LLC
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Kiker Wealth Management, LLC
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Truefg, Llc
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Paradigm Capital Management, LLC/NV
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|
Heritage Family Offices, LLP
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|
Instrumental Wealth, Llc
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Atlantic Private Wealth, LLC
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Vanguard Group Inc
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Southeast Asset Advisors Inc.
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DMG Group, LLC
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Winthrop Advisory Group LLC
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Accretive Wealth Partners, LLC
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|
Chancellor Financial Group WB LP
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|
Nyl Investors Llc
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|
Silicon Valley Capital Partners
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I
|
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|
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|
Caliber Wealth Management, LLC / KS
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|
Perissos Private Wealth Management, LLC
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|
Dentgroup LLC
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Sollinda Capital Management LLC
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|
Baker Avenue Asset Management, LP
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|
Swp Financial Llc
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|
Keystone Financial Services
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|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
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|
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|
Sheridan Capital Management, LLC
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|
Burke & Herbert Bank & Trust Co
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Arete Wealth Advisors, LLC
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|
Palisade Capital Management Llc/nj
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JCSD Capital, LLC
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Core Alternative Capital
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EverSource Wealth Advisors, LLC
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Vista Finance, Llc
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Oarsman Capital, Inc.
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One Wealth Advisors, LLC
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DT Investment Partners, LLC
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Pekin Hardy Strauss, Inc.
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Kozak & Associates, Inc.
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Trademark Financial Management, LLC
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Strategic Wealth Partners, Ltd.
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|
NWOAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2050 Fund Class A
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|
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|
Kelman-Lazarov, Inc.
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Gutierrez Wealth Advisory, LLC
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Beacon Financial Advisory LLC
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Prairie Wealth Advisors, Inc.
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Fortitude Family Office, LLC
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Fulton Bank, N.a.
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Seacrest Wealth Management, Llc
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Pandora Wealth, Inc.
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Moss Adams Wealth Advisors LLC
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Frontier Asset Management, LLC
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Dimension Capital Management Llc
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Hollow Brook Wealth Management LLC
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Kmg Fiduciary Partners, Llc
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Lakewood Asset Management LLC
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Bailard, Inc.
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Powers Advisory Group, LLC
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Continental Investors Services, Inc.
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Cadent Capital Advisors, LLC
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Envision Financial Planning, LLC
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Nissay Asset Management Corp /japan/ /adv
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Foster & Motley Inc
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Chilton Investment Co Llc
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Harfst & Associates, Inc.
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Glen Eagle Advisors, LLC
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HighMark Wealth Management LLC
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Truist Financial Corp
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
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WoodTrust Financial Corp
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O'Connor Financial Group LLC
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Atria Wealth Solutions, Inc.
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Millstone Evans Group, LLC
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Schnieders Capital Management Llc
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Commerce Bank
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First Community Trust Na
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Verger Capital Management LLC
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Capital Fund Management S.a.
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Bridgewealth Advisory Group, LLC
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First Horizon Advisors, Inc.
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Monetary Management Group Inc
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Barings Llc
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Shelter Ins Retirement Plan
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MKT Advisors LLC
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Morgan Dempsey Capital Management Llc
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Appleton Partners Inc/ma
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Quest 10 Wealth Builders, Inc.
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Bank of Jackson Hole Trust
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Horan Capital Advisors, LLC.
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Ashford Advisors, LLC
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Athena Investment Management
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My Personal CFO, LLC
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New World Advisors LLC
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Legacy Financial Group LLC
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Tocqueville Asset Management L.p.
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Jacksonville Wealth Management, LLC
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Hiley Hunt Wealth Management
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Eley Financial Management, Inc
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Main Street Group, LTD
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Cassia Capital Partners, LLC
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Smallwood Wealth Investment Management, LLC
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Inspire Advisors, LLC
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First American Trust, Fsb
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Salomon & Ludwin, LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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WT Wealth Management
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First City Capital Management, Inc.
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TD Capital Management LLC
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GLOBALT Investments LLC / GA
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Orin Green Financial, LLC
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Holderness Investments Co
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M1 Capital Management LLC
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Sawgrass Asset Management Llc
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Smith Thornton Advisors LLC
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Accurate Wealth Management, LLC
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Durante & Waters, Llc
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Cannon Wealth Management Services, LLC
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First Foundation Advisors
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Park Square Financial Group, LLC
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IFG Advisory, LLC
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McGrath & Associates, Inc.
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Arcataur Capital Management LLC
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Cobblestone Asset Management LLC
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DRW Securities, LLC
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PrairieView Partners, LLC
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Capstone Wealth Management Group, Llc
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Tarbox Family Office, Inc.
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Agur Provident & Training Funds Management Ltd
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Journey Strategic Wealth Llc
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Bnp Paribas Arbitrage, Sa
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Courier Capital Llc
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NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
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ICONIQ Capital, LLC
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Oak Harbor Wealth Partners, Llc
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Michael & Susan Dell Foundation
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InTrack Investment Management Inc
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Optivise Advisory Services LLC
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Independent Family Office, LLC
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Essex Financial Services, Inc.
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South Plains Financial, Inc.
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Fischer Financial Services, Inc.
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Brooks, Moore & Associates, Inc.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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Wiser Advisor Group LLC
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Atlas Capital Advisors Llc
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TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
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Bearing Point Capital, Llc
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Aviance Capital Partners, LLC
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Mowery & Schoenfeld Wealth Management, LLC
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Prosperitas Financial LLC
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Hantz Financial Services, Inc.
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Assetmark, Inc
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King Wealth
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Mengis Capital Management, Inc.
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YHB Investment Advisors, Inc.
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Atlantic Trust, LLC
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Napatree Capital Llc
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Bolthouse Investments, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
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Koss-Olinger Consulting, LLC
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Grove Bank & Trust
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Pensionmark Financial Group, Llc
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Brown Financial Advisory
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Parisi Gray Wealth Management
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Accelerate Investment Advisors LLC
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Chesapeake Wealth Management
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Parkwoods Wealth Partners, LLC
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Bangor Savings Bank
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Ameriprise Financial Inc
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AlTi Global, Inc.
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Kaufman Rossin Wealth, LLC
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PUREfi Wealth, LLC
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Minichmacgregor Wealth Management, Llc
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Money Design Co.,Ltd.
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Sterling Investment Advisors, Ltd.
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Fragasso Group Inc.
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Quantbot Technologies LP
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Bonfire Financial
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First National Bank Sioux Falls
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TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
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Verity & Verity, LLC
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ProVise Management Group, LLC
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Brookwood Investment Group LLC
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Rice Partnership, LLC
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Focused Wealth Management, Inc
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Quantum Financial Advisors, LLC
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Pittenger & Anderson Inc
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Rockwood Wealth Management, LLC
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ACALX - NEIMAN FUNDS - Advisors Capital Active All Cap Fund
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Price T Rowe Associates Inc /md/
|
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Kings Path Partners LLC
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Aaron Wealth Advisors LLC
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Grey Fox Wealth Advisors, LLC
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Becker Capital Management Inc
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Aufman Associates Inc
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Vaughan Nelson Investment Management, L.p.
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Prospect Financial Services LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II
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Wincap Financial Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II
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Clarity Wealth Advisors, LLC
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Charter Trust Co
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Fiera Capital Corp
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Oxinas Partners Wealth Management LLC
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Pennington Partners & Co., Llc
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Gallagher Capital Advisors, LLC
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NDVR, Inc.
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Duncan Williams Asset Management, LLC
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Crews Bank & Trust
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Fairway Wealth LLC
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International Assets Investment Management, Llc
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Nicholson Wealth Management Group, LLC
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Solstein Capital, LLC
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Wealth Dimensions Group, Ltd.
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Albion Financial Group /ut
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Tradewinds, LLC.
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WestEnd Advisors, LLC
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HBK Sorce Advisory LLC
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Rogco, Lp
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Fulcrum Capital LLC
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Harbor Group, Inc.
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Capstone Investment Advisors, Llc
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Oakworth Capital, Inc.
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Seelaus Asset Management LLC
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Steel Peak Wealth Management LLC
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CX Institutional
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Meridian Financial Partners LLC
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Cannon Advisors, Inc.
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Signature Wealth Management Partners, LLC
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SG Americas Securities, LLC
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Westmount Partners, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Private Wealth Asset Management, LLC
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May Barnhard Investments LLC
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Barrett & Company, Inc.
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Breed's Hill Capital LLC
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Van Hulzen Asset Management, LLC
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Strategic Family Wealth Counselors, L.L.C.
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Alyeska Investment Group, L.P.
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Atlantic Union Bankshares Corp
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Iron Horse Wealth Management, LLC
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Argent Trust Co
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
|
|
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|
Kentucky Trust Co
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|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Caisse De Depot Et Placement Du Quebec
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Brogan Financial, Inc.
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RiverGlades Family Offices LLC
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Focus Financial Network, Inc.
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Sovran Advisors, LLC
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Schiavi & Co LLC
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Guardian Financial Partners, LLC
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Norris Perne & French Llp/mi
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|
Nwam Llc
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Wedgewood Investors Inc /pa/
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BCS Wealth Management
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Astoria Strategic Wealth, Inc.
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RAM Investment Partners, LLC
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Slow Capital, Inc.
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CRA Financial Services, LLC
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Ssi Investment Management Llc
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Cobler Capital Management, LLC
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|
First Citizens Bank & Trust Co
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Azimuth Capital Investment Management LLC
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|
Ameritas Advisory Services, LLC
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|
Two Roads Shared Trust - Foundations Dynamic Core ETF
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|
Potomac Fund Management Inc /adv
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|
VisionPoint Advisory Group, LLC
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|
Flaharty Asset Management, LLC
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|
Wolff Wiese Magana Llc
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|
Yardley Wealth Management LLC
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|
Melfa Wealth Management, Llc
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I
|
|
|
|
|
|
Allegheny Financial Group LTD
|
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|
OLIO Financial Planning
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|
Chapman Financial Group, Llc
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|
Lewis Asset Management, LLC
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Kaye Capital Management
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|
Birchbrook, Inc.
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Cim, Llc
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Private Capital Management Llc
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Integral Investment Advisors, Inc.
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Quadrant Capital Group Llc
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HighTower Advisors, LLC
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|
Kopp Family Office, LLC
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|
Signaturefd, Llc
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|
Clayton Financial Group LLC
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|
Colonial Trust Co / SC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
|
|
|
|
|
|
Rhumbline Advisers
|
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|
|
|
|
Wealthfront Advisers Llc
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|
Willow Creek Wealth Management Inc.
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|
Dash Acquisitions Inc.
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Seneschal Advisors, LLC
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Sightline Wealth Advisors, LLC
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Jackson, Grant Investment Advisers, Inc.
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Callan Capital, LLC
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Chemistry Wealth Management LLC
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Great Valley Advisor Group, Inc.
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|
Omega Financial Group, LLC
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Pettinga Financial Advisors, LLC
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AlphaStar Capital Management, LLC
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Twele Capital Management, Inc.
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|
Sutton Place Investors Llc
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Financial Freedom, LLC
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Chokshi & Queen Wealth Advisors, Inc
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GM Advisory Group, Inc.
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Ellis Investment Partners, LLC
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StoneCrest Wealth Management, Inc.
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United Asset Strategies, Inc.
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Satovsky Asset Management Llc
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Clarity Financial LLC
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Tanager Wealth Management LLP
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|
Lakeshore Capital Group, Inc.
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S&t Bank/pa
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Crowley Wealth Management, Inc.
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Mutual Advisors, LLC
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Private Wealth Partners, LLC
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Baird Financial Group, Inc.
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Orgel Wealth Management, LLC
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Integris Wealth Management, LLC
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|
London Co Of Virginia
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|
Advisor Group Holdings, Inc.
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|
|
TWOX - iSHARES TRUST - iShares Large Cap Accelerated ETF
|
|
|
|
|
|
Premier Financial Group
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|
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|
Ted Buchan & Co
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|
Choate Investment Advisors
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|
NCM Capital Management, LLC
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|
GDS Wealth Management
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|
BIP Alliance, LLC
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|
UNIVEST FINANCIAL Corp
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|
Sawyer & Company, Inc
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|
Plotkin Financial Advisors, LLC
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|
Kagan Cocozza Asset Management
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|
J.Safra Asset Management Corp
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|
Alliance Wealth Advisors, LLC /UT
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|
Fortress Financial Solutions, LLC
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Sterling Group Wealth Management, LLC
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|
SRS Capital Advisors, Inc.
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|
Mascoma Wealth Management LLC
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Cim Investment Mangement Inc
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CV Advisors LLC
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Columbia Advisory Partners Llc
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Reik & Co., Llc
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SC&H Financial Advisors, Inc.
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Great Waters Wealth Management
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Agate Pass Investment Management, LLC
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Traynor Capital Management, Inc.
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Pinnacle Financial Group, LLC / IL
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Vantage Financial Partners, LLC
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Legacy Investment Solutions, LLC
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Parkside Financial Bank & Trust
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SMI Advisory Services, LLC
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Kcm Investment Advisors Llc
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Colorado Capital Management, Inc.
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Spire Wealth Management
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Passive Capital Management, LLC.
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Ramsay, Stattman, Vela & Price, Inc.
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Beverly Hills Private Wealth, LLC
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Prudential Plc
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Lazari Capital Management, Inc.
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Buffington Mohr McNeal
|
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Stone Point Wealth LLC
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Kellett Schaffner Wealth Advisors LLC
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Axiom Financial Strategies, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
|
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|
Trust Co Of Vermont
|
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SOL Capital Management CO
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Allen Mooney & Barnes Investment Advisors LLC
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Birmingham Capital Management Co Inc/al
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Verisail Partners, LLC
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Bravias Capital Group, LLC
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RVW Wealth, LLC
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Warwick Investment Management, Inc.
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Florida Financial Advisors, Llc
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Epiq Partners, Llc
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Oakwell Private Wealth Management, LLC
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Financial Insights, Inc.
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Eukles Asset Management
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MB Generational Wealth, LLC
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Plum Street Advisors, LLC
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Leith Wheeler Investment Counsel Ltd.
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Herold Advisors, Inc.
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Mason & Associates, LLC
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Defined Financial Planning LLC
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Acima Private Wealth, Llc
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Cascade Financial Partners, LLC
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Prudent Man Investment Management, Inc.
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Synergy Investment Management, LLC
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SFE Investment Counsel
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Shotwell Rutter Baer Inc
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Marietta Investment Partners Llc
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Gould Asset Management Llc /ca/
|
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Ameliora Wealth Management Ltd.
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Tribridge Partners Financial LLC
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WorthPointe, LLC
|
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Mirador Capital Partners LP
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Financial Life Planners
|
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Cathy Pareto & Associates, Inc
|
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Cerity Partners LLC
|
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LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund
|
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|
Founders Grove Wealth Partners, Llc
|
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Summit Global Investments
|
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|
Union Savings Bank
|
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Invst, LLC
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Gray Private Wealth, LLC
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Grant Street Asset Management, Inc.
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Td Asset Management Inc
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Requisite Capital Management, LLC
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Vista Wealth Management Group, LLC
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Gallagher Fiduciary Advisors, LLC
|
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Arista Wealth Management, LLC
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Marco Investment Management Llc
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|
Community Financial Services Group, LLC
|
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17 Capital Partners, Llc
|
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|
Apexium Financial, Lp
|
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|
First Commonwealth Financial Corp /pa/
|
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|
Squarepoint Ops LLC
|
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|
|
WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
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|
|
Colton Groome Financial Advisors, Llc
|
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|
|
|
Parsons Capital Management Inc/ri
|
|
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|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
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|
Keb Asset Management, Llc
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
SPQ - Simplify Exchange Traded Funds - Simplify US Equity PLUS QIS ETF
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Kelly Financial Group Llc
|
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|
|
Dravo Bay Llc
|
|
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|
|
|
MY Wealth Management Inc.
|
|
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|
|
Full Sail Capital, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
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|
|
Awm Capital, Llc
|
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|
|
Matauro, Llc
|
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|
Phillips Financial Management, Llc
|
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|
Planning Center, Inc.
|
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|
|
Lazard Asset Management Llc
|
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|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
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|
Nearwater Capital Markets, Ltd
|
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|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
SPYC - Simplify Exchange Traded Funds - Simplify US Equity PLUS Convexity ETF
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
HEQT - Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
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|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Security Benefit Life Insurance Co /ks/
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
GMMA - Tidal Trust III - GammaRoad Market Navigation ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
RPTC Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Goodwin Investment Advisory
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Ohio National Investments, Inc.
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
a16z Perennial Management, L.P.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Kennicott Capital Management Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
Gunma Bank,Ltd.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Penney Financial, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
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Centennial Wealth Advisory LLC
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Forefront Analytics, LLC
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RHS Financial, LLC
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Vestia Personal Wealth Advisors
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Pacitti Group Inc.
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DKM Wealth Management, Inc.
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Change Path, LLC
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Griffith & Werner, Inc.
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Glassman Wealth Services
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Allen Capital Group, LLC
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Moneda S.A. Administradora General de Fondos
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Associated Banc-corp
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My Purposeful Wealth Corp.
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AE Wealth Management LLC
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Johnson & White Wealth Management, LLC
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Citizens Financial Group Inc/ri
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Cedar Point Capital Partners, LLC
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
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Consolidated Planning Corp
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MBM Wealth Consultants, LLC
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Rsm Us Wealth Management Llc
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Circle Wealth Management, LLC
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Lokken Investment Group LLC
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Old North State Wealth Management, LLC
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City Holding Co
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James J. Burns & Company, LLC
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Robinson Smith Wealth Advisors Llc
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Quadcap Wealth Management, LLC
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Indie Asset Partners, LLC
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B&l Asset Management Llc
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Alesco Advisors Llc
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Nordwand Advisors, LLC
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RCS Financial Planning, LLC
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GFS Advisors, LLC
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Coppell Advisory Solutions LLC
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Gill Capital Partners, Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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WEAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Equity Fund Class A
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Resources Investment Advisors, LLC.
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Highview Capital Management LLC/DE/
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