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Norden Group Llc
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Essex Financial Services, Inc.
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Deutsche Bank Ag\
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Global Wealth Management, LLC
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Titleist Asset Management, Llc
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Patten Group, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Skopos Labs, Inc.
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GHP Investment Advisors, Inc.
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NewSquare Capital LLC
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AGH Wealth Advisors, LLC
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New Century Financial Group, LLC
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Synergy Investment Management, LLC
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Colonial Trust Co / SC
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Nemes Rush Group LLC
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Moss Adams Wealth Advisors LLC
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Total Investment Management Inc
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Hohimer Wealth Management, Llc
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Ashton Thomas Private Wealth, LLC
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IFG Advisory, LLC
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Evanson Asset Management, LLC
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Silicon Valley Capital Partners
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Maple Capital Management, Inc.
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WestEnd Advisors, LLC
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Family Firm, Inc.
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North Star Investment Management Corp.
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Trust Co
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Betterment LLC
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Wealthfront Advisers Llc
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Lowe Brockenbrough & Co Inc
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Ausdal Financial Partners, Inc.
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Bond & Devick Financial Network, Inc.
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Citigroup Inc
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MEMBERS Trust Co
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Farmers & Merchants Trust Co of Long Beach
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Unified Investment Management
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Citadel Advisors Llc
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Baker Ellis Asset Management LLC
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Tenon Financial LLC
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Retirement Income Solutions, Inc
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May Hill Capital, LLC
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Stratos Wealth Partners, LTD.
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Sentry LLC
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Balboa Wealth Partners
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Builder Investment Group Inc /adv
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Crestmont Private Wealth LLC
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St. Clair Advisors, LLC
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Axxcess Wealth Management, Llc
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Farmers & Merchants Investments Inc
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Financial Network Wealth Management LLC
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Portland Global Advisors LLC
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LGT Financial Advisors LLC
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Copperwynd Financial, LLC
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Campion Asset Management LLC
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Insight Inv LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Equitable Holdings, Inc.
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London Co Of Virginia
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Envestnet Asset Management Inc
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Redwood Park Advisors LLC
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Logan Capital Management Inc
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Steward Partners Investment Advisory, Llc
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Tudor Investment Corp Et Al
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Syon Capital Llc
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National Bank Of Canada /fi/
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Grove Bank & Trust
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Barclays Plc
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Ingalls & Snyder Llc
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Whittier Trust Co
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Note Advisors, LLC
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Callan Family Office, LLC
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GW&K Investment Management, LLC
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Ofc Financial Planning, Llc
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Centurion Wealth Management LLC
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Nbt Bank N A /ny
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Keystone Wealth Services, LLC
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Pacific Financial Group Inc
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Johnson Investment Counsel Inc
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Crescent Grove Advisors, LLC
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Pnc Financial Services Group, Inc.
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Summit Wealth Group Llc / Co
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N.E.W. Advisory Services LLC
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Fountainhead AM, LLC
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Carter Financial Group, INC.
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Fire Capital Management LLC
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Regions Financial Corp
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Galvin, Gaustad & Stein, LLC
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Personal Cfo Solutions, Llc
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Stifel Financial Corp
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Pflug Koory, LLC
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Ruggaard & Associates LLC
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Smith, Salley & Associates
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U.S. Capital Wealth Advisors, LLC
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Meridian Wealth Management, LLC
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Ark & Tlk Investments, Llc
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5T Wealth, LLC
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Eukles Asset Management
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LaSalle St. Investment Advisors, LLC
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MPS Loria Financial Planners, LLC
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Global Retirement Partners, LLC
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Bank Of Montreal /can/
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Moisand Fitzgerald Tamayo, LLC
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Maridea Wealth Management LLC
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1st Source Bank
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Fiduciary Trust Co
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Allium Financial Advisors, Llc
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G2 Capital Management, Llc / Oh
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Trust Co Of Toledo Na /oh/
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Paragon Financial Partners, Inc.
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Truist Financial Corp
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MBL Wealth, LLC
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NorthCrest Asset Manangement, LLC
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Luminist Capital LLC
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Staley Capital Advisers Inc
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Barrett & Company, Inc.
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Oliver Lagore Vanvalin Investment Group
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Utah Retirement Systems
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Centerpoint Advisors, LLC
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Midland Wealth Advisors Llc
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Cyndeo Wealth Partners, LLC
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Beaumont Financial Advisors, LLC
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Glenmede Trust Co Na
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WealthPLAN Partners, LLC
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Pinney & Scofield, Inc.
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Crewe Advisors LLC
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ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
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Aqr Capital Management Llc
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Johns Hopkins University
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Mayflower Financial Advisors, LLC
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River Wealth Advisors LLC
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Next Level Private LLC
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Peachtree Investment Partners, LLC
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Hemington Wealth Management
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Circle Wealth Management, LLC
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Wealthcare Capital Partners, LLC
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Eq Llc
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Advance Capital Management, Inc.
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Hartland & Co., LLC
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Gts Securities Llc
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Pandora Wealth, Inc.
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Alta Wealth Advisors LLC
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Sei Investments Co
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Gibson Capital, LLC
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Prairieview Wealth Partners, Llc
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Hoey Investments, Inc
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Fiduciary Counselling Inc
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Lindbrook Capital, Llc
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Zhang Financial LLC
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Somerville Kurt F
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Wealth Dimensions Group, Ltd.
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Humankind Investments LLC
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Dorsey & Whitney Trust CO LLC
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Farmers National Bank
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Cambridge Capital Management, Llc
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Azimuth Capital Investment Management LLC
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AMG National Trust Bank
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Instrumental Wealth, Llc
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Philadelphia Trust Co
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Etesian Wealth Advisors, Inc.
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Summit Place Financial Advisors, LLC
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Calamos Advisors LLC
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Advisory Alpha, LLC
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Horizon Investment Services, LLC
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Avantax Advisory Services, Inc.
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Aspen Investment Management Inc
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Peapack Gladstone Financial Corp
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SCS Capital Management LLC
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Sterling Financial Planning, Inc.
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Asset Management Group, Inc.
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SILVER OAK SECURITIES, Inc
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StoneX Group Inc.
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Edgestream Partners, L.P.
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Acropolis Investment Management, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Ethos Financial Group, LLC
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Family Office Research LLC
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Zacks Investment Management
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Blankinship & Foster, LLC
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Harbour Capital Advisors, LLC
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City State Bank
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Riverbridge Partners Llc
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Rosenberg Matthew Hamilton
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Focus Financial Network, Inc.
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Petix & Botte Co
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Arbor Wealth Advisors LLC
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Petredis Investment Advisors Llc
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Waterfront Wealth Inc.
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MA Private Wealth
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Schechter Investment Advisors, LLC
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Palo Alto Wealth Advisors, Llc
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Phillips Financial Management, Llc
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Absolute Capital Management, LLC
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Sanibel Captiva Trust Company, Inc.
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Nadler Financial Group, Inc.
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Brown Advisory Inc
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Highland Capital Management, Llc
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Kiker Wealth Management, LLC
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HFG Advisors, Inc.
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ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
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Rossmore Private Capital
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Rialto Wealth Management, LLC
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Rossby Financial, LCC
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Kelly Financial Services LLC
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Wesbanco Bank Inc
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Private Trust Co Na
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Badgley Phelps Wealth Managers, LLC
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Rollins Financial Advisors, LLC
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H&H Retirement Design & Management INC
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My Legacy Advisors, LLC
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Financial Engines Advisors L.L.C.
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Johnson Financial Group, Inc.
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Arkadios Wealth Advisors
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Diversify Wealth Management, Llc
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Key FInancial Inc
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Cambridge Financial Group, LLC
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Allen Investment Management LLC
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Farther Finance Advisors, LLC
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Diversified Portfolios, Inc.
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Fulton Breakefield Broenniman Llc
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Topel & Distasi Wealth Management, LLC
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Mosaic Advisors LLC
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GM Advisory Group, Inc.
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Weaver Capital Management LLC
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Pitcairn Co
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Marquette Associates, Inc.
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Dakota Wealth Management
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Schroder Investment Management Group
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Fullcircle Wealth Llc
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Tolleson Wealth Management, Inc.
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Ascent Group, LLC
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Charter Trust Co
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Alesco Advisors Llc
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AlphaCore Capital LLC
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Keebeck Wealth Management, LLC
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Aspen Capital Management, LLC
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Connecticut Wealth Management, LLC
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Monument Capital Management
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Montag A & Associates Inc
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TD Capital Management LLC
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Transcend Wealth Collective, Llc
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Pure Financial Advisors, Inc.
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State Street Corp
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Emerald Investment Partners, Llc
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Independence Bank of Kentucky
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Creegan & Nassoura Financial Group, LLC
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Nicolet Advisory Services, Llc
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Notis-McConarty Edward
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Cfm Wealth Partners Llc
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Wealthstream Advisors, Inc.
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Precedent Wealth Partners, Llc
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Fortis Capital Management LLC
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Kera Capital Partners, Inc.
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McAdam, LLC
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Sachetta, LLC
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Millennium Management Llc
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CI Private Wealth, LLC
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Davis Capital Management
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United Capital Financial Advisers, Llc
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Bearing Point Capital, Llc
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Cary Street Partner Investment Advisory Llc
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Telos Capital Management, Inc.
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BlueChip Wealth Advisors LLC
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Stuart Chaussee & Associates, Inc.
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Boston Private Wealth Llc
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Graves-Light Private Wealth Management, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Douglass Winthrop Advisors, LLC
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BIP Wealth, LLC
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Resurgent Financial Advisors LLC
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Boston Research & Management Inc
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Creative Planning
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Breakwater Investment Management
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Fort Washington Investment Advisors Inc /oh/
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LPL Financial LLC
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Kingswood Wealth Advisors, Llc
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Hurlow Wealth Management Group, Inc.
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ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
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Forte Capital Llc /adv
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Argent Trust Co
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Cornerstone Wealth Management, LLC
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Alcosta Capital Management, Inc.
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XTX Topco Ltd
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BluePointe Capital Management, LLC
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Heritage Investment Group, Inc.
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Guardian Wealth Advisors, Llc / Nc
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Bessemer Group Inc
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IFC Advisors LLC
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First National Trust Co
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Allen Mooney & Barnes Investment Advisors LLC
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Keb Asset Management, Llc
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Windsor Capital Management, LLC
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Stordahl Capital Management, Inc.
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Shared Vision Wealth Group LLC
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ORG Partners LLC
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Tortoise Investment Management, LLC
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Legacy Advisors, LLC
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First Western Trust Bank
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Vertex Planning Partners, LLC
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Virtue Capital Management, LLC
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Parkworth Wealth Management, Inc.
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O'Brien Wealth Partners LLC
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Smith Anglin Financial, LLC
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Midwest Trust Co
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Lansing Street Advisors
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Summit Financial Strategies, Inc.
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Covenant Partners, LLC
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Oxford Financial Group Ltd
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Shelton Wealth Management, Llc
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Raymond James Financial Inc
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Beacon Harbor Wealth Advisors, Inc.
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Financial Alternatives, Inc
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CoreCap Advisors, LLC
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Roxbury Financial LLC
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Vision Capital Management, Inc.
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Summit Investment Advisors, Inc.
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HBK Sorce Advisory LLC
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360 Financial, Inc.
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Ridgeline Wealth, LLC
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Kestra Private Wealth Services, Llc
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Brinker Capital Investments, LLC
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BlackRock, Inc.
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SOL Capital Management CO
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Redhawk Wealth Advisors, Inc.
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GPS Wealth Strategies Group, LLC
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
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Indiana Trust & Investment Management CO
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Townsend Asset Management Corp /nc/ /adv
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Green Harvest Asset Management LLC
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North Ridge Wealth Advisors, Inc.
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Truepoint, Inc.
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Signature Securities Group Corporation
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Strategic Blueprint, LLC
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LongView Wealth Management
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Pure Portfolios Holdings Llc
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Financial Gravity Companies, Inc.
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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Glenview Trust Co
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Sage Rhino Capital Llc
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Keel Point, LLC
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Vanguard Group Inc
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Bedel Financial Consulting, Inc.
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Mission Wealth Management, Lp
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Twin Focus Capital Partners, Llc
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Relyea Zuckerberg Hanson LLC
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Forte Asset Management Llc
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Webster Bank, N. A.
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Avion Wealth
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Foundations Investment Advisors, LLC
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Capstone Financial Advisors, Inc.
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Quadrant Capital Group Llc
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Brighton Jones Llc
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Maryland State Retirement & Pension System
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Abacus Wealth Partners, LLC
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Jaffetilchin Investment Partners, LLC
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First Horizon Advisors, Inc.
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Capital Advisors, Ltd. LLC
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Marshall Financial Group Inc /adv
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Cornerstone Wealth Group, LLC
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Drake & Associates, LLC
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Carnegie Capital Asset Management, LLC
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BRYN MAWR TRUST Co
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Facet Wealth, Inc.
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Spire Wealth Management
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Fort Sheridan Advisors Llc
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Mercer Global Advisors Inc /adv
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Westbourne Investment Advisors, Inc.
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Soundwatch Capital LLC
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Us Financial Advisors, Llc
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RFG - Bristol Wealth Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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Cerity Partners LLC
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Beacon Pointe Advisors, LLC
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Citizens Financial Group Inc/ri
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First Financial Corp /in/
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Plum Street Advisors, LLC
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Fca Corp /tx
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Capital International Investors
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CENTRAL TRUST Co
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Athena Investment Management
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United Asset Strategies, Inc.
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Angeles Wealth Management, Llc
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Melfa Wealth Management, Llc
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CX Institutional
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Harbor Investment Advisory, Llc
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Beacon Capital Management, LLC
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Cambridge Associates Llc /ma/ /adv
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McNamara Financial Services, Inc.
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Benchmark Investment Advisors LLC
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ShoreHaven Wealth Partners, LLC
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Commonwealth Equity Services, Llc
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First Manhattan Co
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Wedmont Private Capital
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Davis R M Inc
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Tritonpoint Wealth, Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Procyon Private Wealth Partners, LLC
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Goldstone Financial Group, LLC
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Kanawha Capital Management Llc
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Hancock Whitney Corp
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GeoWealth Management, LLC
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GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
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Kapstone Financial Advisors LLC
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SRS Capital Advisors, Inc.
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First Trust Advisors Lp
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Advisors Capital Management, LLC
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Purkiss Capital Advisors LLC
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Cornerstone Planning Group LLC
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Generation Capital Management LLC
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Arq Wealth Advisors, Llc
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Satovsky Asset Management Llc
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KM Capital Management Ltd.
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Capital Group Private Client Services, Inc.
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Benchmark Financial Wealth Advisors, LLC
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Kovack Advisors, Inc.
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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Palisade Asset Management, LLC
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Aptus Capital Advisors, LLC
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Texas Capital Bank Wealth Management Services Inc
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Wagner Wealth Management, Llc
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Catalyst Capital Advisors LLC
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Hollencrest Capital Management
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Wealth Alliance
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Ardent Capital Management, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Asset Dedication, LLC
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Penney Financial, LLC
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Wellspring Financial Advisors, LLC
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Lpwm Llc
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Ballentine Partners, LLC
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Auxano Advisors, LLC
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First Commonwealth Financial Corp /pa/
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Simplex Trading, Llc
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Pinnacle Financial Partners Inc
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Sage Private Wealth Group, Llc
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Connable Office Inc
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Legacy Trust
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Breakwater Capital Group
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Verum Partners LLC
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Forum Financial Management, LP
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Tranquility Partners, LLC
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Jones Financial Companies Lllp
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IFS Advisors, LLC
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Wells Fargo & Company/mn
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Kovitz Investment Group Partners, LLC
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Halbert Hargrove Global Advisors, Llc
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Ti-trust, Inc
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Nicholas Hoffman & Company, LLC.
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Natixis Advisors, L.p.
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Sigma Investment Counselors Inc
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O'shaughnessy Asset Management, Llc
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Scharf Investments, Llc
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Wealth Effects Llc
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Clarius Group, LLC
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GenWealth Group, Inc.
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Vista Wealth Management Group, LLC
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Prestige Wealth Management Group LLC
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Heritage Financial Services, LLC
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Simon Quick Advisors, Llc
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Golden State Equity Partners
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Chesapeake Wealth Management
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Glass Jacobson Investment Advisors llc
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S.A. Mason LLC
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
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Graver Capital Management, LLC
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Stephens Inc /ar/
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Pallas Capital Advisors LLC
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Ameriflex Group, Inc.
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True Link Financial Advisors, LLC
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Foundation Wealth Management, LLC\PA
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Aviance Capital Partners, LLC
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Bailard, Inc.
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SigFig Wealth Management, LLC
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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JB Capital LLC
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Gw Henssler & Associates Ltd
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Oldfather Financial Services, LLC
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Penobscot Wealth Management
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YHB Investment Advisors, Inc.
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One Wealth Advisors, LLC
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Laird Norton Trust Company, Llc
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Pennsylvania Capital Management Inc /adv
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Migdal Insurance & Financial Holdings Ltd.
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Fulton Bank, N.a.
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Mpwm Advisory Solutions, Llc
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Renaissance Technologies Llc
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Grandfield & Dodd, Llc
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Isthmus Partners, Llc
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Coastal Bridge Advisors, LLC
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Salomon & Ludwin, LLC
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Dynamic Advisor Solutions LLC
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Aspiriant, Llc
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Peoples Bank /oh
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LWM Advisory Services, LLC
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Benjamin Edwards Inc
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National Asset Management, Inc.
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SNS Financial Group, LLC
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Bank of New York Mellon Corp
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Howe & Rusling Inc
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Landaas & Co /wi /adv
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FSA Wealth Management LLC
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One Charles Private Wealth Services, LLC
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Evoke Wealth, Llc
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Courier Capital Llc
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Venture Visionary Partners LLC
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Harbor Asset Planning, Inc.
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Marshall & Sullivan Inc /wa/
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Firethorn Wealth Partners, Llc
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Riverpoint Wealth Management Holdings, LLC
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Kickstand Ventures, Llc.
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Allstate Corp
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Manchester Capital Management LLC
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Creative Financial Designs Inc /adv
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Lee-Kelleher Wealth Management
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Jane Street Group, Llc
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Hippocratic Financial Advisors, LLC
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IHT Wealth Management, LLC
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Bank Of America Corp /de/
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GAMMA Investing LLC
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PBMares Wealth Management LLC
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Sightline Wealth Advisors, LLC
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Capital Investment Advisors, LLC
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Prosperity Wealth Management, Inc.
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Founders Capital Management
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Exencial Wealth Advisors, Llc
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Opus Capital Group, LLC
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Parsons Capital Management Inc/ri
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Goldman Sachs Group Inc
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McCarthy Asset Management, Inc.
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Oak Wealth Advisors LLC
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Bristlecone Advisors, LLC
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CPR Investments Inc.
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Wealthspire Advisors, LLC
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ETF Portfolio Partners, Inc.
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Mechanics Bank Trust Department
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Camden Capital, LLC
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Exchange Traded Concepts, Llc
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Smith Chas P & Associates Pa Cpas
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Flow Traders U.s. Llc
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Resources Investment Advisors, LLC.
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Flaharty Asset Management, LLC
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Roble, Belko & Company, Inc
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Novare Capital Management Llc
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Calton & Associates, Inc.
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Colonial Trust Advisors
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IAG Wealth Partners, LLC
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Ritter Daniher Financial Advisory LLC / DE
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BLB&B Advisors, LLC
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Ancora Advisors, LLC
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Legacy Investment Solutions, LLC
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Millstone Evans Group, LLC
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Mill Creek Capital Advisors, LLC
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Woodside Wealth Management LLC
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Bogart Wealth, LLC
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Hantz Financial Services, Inc.
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MorganRosel Wealth Management, LLC
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Empower Advisory Group, LLC
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Pacific Capital Wealth Advisors, Inc
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Latigo Investments, LLC
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Angeles Investment Advisors, LLC
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Qrg Capital Management, Inc.
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Perigon Wealth Management, LLC
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Atlas Brown,Inc.
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BankPlus Trust Department
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Hoxton Planning & Management, LLC
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Savant Capital, LLC
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Geneos Wealth Management Inc.
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Security Financial Services, INC.
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AMJ Financial Wealth Management
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Summit Asset Management, LLC
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|
Strategic Investment Advisors / MI
|
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Wolf Group Capital Advisors
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Eastern Bank
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|
Legal & General Group Plc
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BKD Wealth Advisors, LLC
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Diversified Enterprises, LLC
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|
ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
|
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|
|
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|
Seacrest Wealth Management, Llc
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Sagespring Wealth Partners, Llc
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Fft Wealth Management Llc
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Parallel Advisors, LLC
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CFS Investment Advisory Services, LLC
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NWK Group, Inc.
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Cambridge Investment Research Advisors, Inc.
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EverSource Wealth Advisors, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Genesee Capital Advisors, LLC
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Aureus Asset Management, LLC
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Freestone Capital Holdings, LLC
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Cranbrook Wealth Management, LLC
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Pacifica Partners Inc.
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Ullmann Financial Group, Inc.
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IFG Advisors, LLC
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JNBA Financial Advisors
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Heck Capital Advisors, LLC
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Summit Wealth & Retirement Planning, Inc.
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WNY Asset Management, LLC
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TFC Financial Management
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|
EBI - RBB Fund Trust - Longview Advantage ETF
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|
MONECO Advisors, LLC
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|
Rathbone Brothers plc
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Umpqua Bank
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|
Range Financial Group LLC
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Apexium Financial, Lp
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St Germain D J Co Inc
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KDK Private Wealth Management, LLC
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626 Financial, LLC
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BTC Capital Management, Inc.
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Quadrant Private Wealth Management, LLC
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TSA Wealth Managment LLC
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Sand Hill Global Advisors, LLC
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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Mesirow Financial Investment Management, Inc.
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Ground Swell Capital, LLC
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Morris Financial Concepts, Inc.
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Boston Trust Walden Corp
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IFP Advisors, Inc
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Gries Financial Llc
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Interchange Capital Partners, LLC
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UNIVEST FINANCIAL Corp
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AAFCPAs Wealth Management, LLC
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MAI Capital Management
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Hirtle Callaghan & Co LLC
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Bridges Investment Management Inc
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Cherrydale Wealth Management, Llc
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
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Integrated Investment Consultants, LLC
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Lmcg Investments, Llc
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PFG Investments, LLC
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Summit Financial, LLC
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Northeast Financial Consultants Inc
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Rhumbline Advisers
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Tradition Wealth Management, LLC
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Deroy & Devereaux Private Investment Counsel Inc
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Harbour Investments, Inc.
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Putnam Fl Investment Management Co
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Philip James Wealth Mangement, LLC
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Atria Wealth Solutions, Inc.
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Lodestar Private Asset Management Llc
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Tfo-tdc, Llc
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North Berkeley Wealth Management, LLC
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ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
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Chatham Capital Group, Inc.
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Trust Co Of Vermont
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Avant Financial Advisors LLC
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
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Kavar Capital Partners Group, Llc
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Taylor, Cottrill, Erickson & Associates, Inc.
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V2 Financial group LLC
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Federation des caisses Desjardins du Quebec
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Ade, Llc
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Allspring Global Investments Holdings, LLC
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Chevy Chase Trust Holdings, Inc.
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Franklin Resources Inc
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Consilio Wealth Advisors, Llc
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Abound Wealth Management
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LRI Investments, LLC
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King Wealth
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Rothschild Capital Partners, LLC
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Valmark Advisers, Inc.
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Evensky & Katz LLC
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Flagship Private Wealth, LLC
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Bollard Group LLC
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Modera Wealth Management, LLC
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Klingman & Associates, LLC
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Parisi Gray Wealth Management
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Bradley Foster & Sargent Inc/ct
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Silver Oak Advisory Group, Inc.
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Founders Financial Alliance, LLC
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Miramar Fiduciary Corp
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Frederick Financial Consultants, LLC
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Russell Investments Group, Ltd.
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HB Wealth Management, LLC
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Cape Cod Five Cents Savings Bank
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Graypoint LLC
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Members Wealth Llc
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West Michigan Advisors, Llc
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Cary Street Partners Financial Llc
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Planwiser Financial, Llc
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Vista Private Wealth Partners. LLC
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Acorn Wealth Advisors, LLC
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RMG Wealth Management LLC
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Regimen Wealth, Llc
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Allworth Financial LP
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Toroso Investments, LLC
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Sunbelt Securities, Inc.
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Journey Strategic Wealth Llc
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Lowe Wealth Advisors, LLC
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Clifford Swan Investment Counsel Llc
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Diversified Trust Co
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Good Life Advisors, LLC
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Legacy Capital Wealth Partners, LLC
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Kingsview Wealth Management, LLC
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Aft, Forsyth & Company, Inc.
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FORM Wealth Advisors, LLC
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DAVENPORT & Co LLC
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Sabal Trust CO
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Arcadia Investment Advisors Llc
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Principle Wealth Partners Llc
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Calamos Wealth Management LLC
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Curated Wealth Partners LLC
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Atalanta Sosnoff Capital, Llc
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Elk River Wealth Management, LLC
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Northern Trust Corp
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DHJJ Financial Advisors, Ltd.
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Gryphon Financial Partners LLC
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Umb Bank N A/mo
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Madison Asset Management, LLC
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Fielder Capital Group LLC
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SC&H Financial Advisors, Inc.
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Westside Investment Management, Inc.
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Affinity Wealth Management Llc
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Jordan Park Group LLC
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Ntv Asset Management Llc
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Adell Harriman & Carpenter Inc
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Legacy Wealth Management, Inc
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Turtle Creek Wealth Advisors, LLC
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Carrera Capital Advisors
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Foster & Motley Inc
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Certified Advisory Corp
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Cahaba Wealth Management, Inc.
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Joseph Group Capital Management
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Waters Parkerson & Co., Llc
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Signaturefd, Llc
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McClarren Financial Advisors, Inc.
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Centricity Wealth Management, LLC
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K.J. Harrison & Partners Inc
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C M Bidwell & Associates Ltd
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Aspen Grove Capital, LLC
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Old National Bancorp /in/
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Private Wealth Asset Management, LLC
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New England Professional Planning Group Inc.
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Prasad Wealth Partners, LLC
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Up Strategic Wealth Investment Advisors Llc
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Hillcrest Wealth Advisors - NY, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Operose Advisors LLC
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Delta Asset Management Llc/tn
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Ameriprise Financial Inc
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Main Street Financial Solutions, LLC
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Sound View Wealth Advisors Group, LLC
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Paradigm, Strategies in Wealth Management, LLC
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Marks Group Wealth Management, Inc
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Newbridge Financial Services Group, Inc.
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Unique Wealth, Llc
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Horst & Graben Wealth Management LLC
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ODonnell Financial Services, LLC
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Advisor Group Holdings, Inc.
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Prime Capital Investment Advisors, LLC
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Balentine LLC
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LS Investment Advisors, LLC
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Osborne Partners Capital Management, Llc
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Gould Asset Management Llc /ca/
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West Paces Advisors Inc.
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Fmr Llc
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Amplius Wealth Advisors, LLC
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Glassman Wealth Services
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Iams Wealth Management, Llc
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Cozad Asset Management Inc
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Bremer Bank National Association
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Fifth Third Securities, Inc.
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Milestone Investment Advisors LLC
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Capital City Trust Co/fl
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McIlrath & Eck, LLC
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JustInvest LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Hughes Financial Services, LLC
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TFR Capital, LLC.
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United Bank
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Allred Capital Management, LLC
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Alliancebernstein L.p.
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Hilltop National Bank
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AE Wealth Management LLC
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Parr Mcknight Wealth Management Group, Llc
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Gilliland Jeter Wealth Management LLC
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Spears Abacus Advisors LLC
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Seneschal Advisors, LLC
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SageView Advisory Group, LLC
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Merit Financial Group, LLC
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Washington Trust Bank
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Warren Street Wealth Advisors, LLC
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Golden State Wealth Management, LLC
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Bay Harbor Wealth Management, LLC
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Sofos Investments, Inc.
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Thrive Wealth Management, LLC
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Assetmark, Inc
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EPG Wealth Management LLC
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Pathstone Holdings, LLC
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Cornerstone Advisors Asset Management, Inc
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Moors & Cabot, Inc.
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Red Tortoise LLC
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Anchor Capital Advisors Llc
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Redwood Wealth Management Group, LLC
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Wetzel Investment Advisors, Inc.
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Tsfg, Llc
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Integrated Wealth Concepts LLC
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Hoge Financial Services, Llc
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Willow Creek Wealth Management Inc.
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Barnes Dennig Private Wealth Management LLC
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Old Mission Capital Llc
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Fulcrum Capital LLC
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Northside Capital Management, LLC
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Ackerman Asset Management, LLC
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Parkside Advisors LLC
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First Pacific Financial
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Delta Investment Management, LLC
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Chicago Partners Investment Group LLC
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Optimist Retirement Group LLC
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Strategic Wealth Partners, Ltd.
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Transce3nd, LLC
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Nicolet Bankshares Inc
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Wick Capital Partners, LLC
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Flagship Harbor Advisors, Llc
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Legacy Wealth Management, LLC / MS
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Orion Portfolio Solutions, LLC
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Sage Financial Group Inc
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Transatlantique Private Wealth Llc
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B.O.S.S. Retirement Advisors, LLC
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Wetherby Asset Management Inc
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Park Avenue Securities Llc
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KilterHowling LLC
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WealthCollab, LLC
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ICONIQ Capital, LLC
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Wealthquest Corp
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Marcum Wealth, LLC
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Two Sigma Securities, Llc
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Maryland Capital Advisors Inc.
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Kelman-Lazarov, Inc.
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Glenmede Investment Management, LP
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Heritage Wealth Advisors
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|
UBS Group AG
|
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|
Financial Advisory Corp /ut/ /adv
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Cahill Financial Advisors Inc
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|
Laffer Investments
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Beaird Harris Wealth Management, LLC
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Northstar Group, Inc.
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LBJ Family Wealth Advisors, Ltd.
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|
Victory Capital Management Inc
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|
Investment Counsel Co Of Nevada
|
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|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
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|
James Investment Research Inc
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CIBC Private Wealth Group, LLC
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|
17 Capital Partners, Llc
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Private Advisor Group, LLC
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Tradewinds Capital Management, LLC
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|
Intrua Financial, LLC
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|
Huntington National Bank
|
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|
Valley Forge Investment Consultants Inc Adv
|
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|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
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|
|
|
|
|
Westmount Partners, LLC
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Avestar Capital, LLC
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Nestegg Advisors, Inc.
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|
Centennial Bank/AR/
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Bleakley Financial Group, LLC
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Lgl Partners, Llc
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|
Wade Financial Advisory, Inc
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Change Path, LLC
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Topsail Wealth Management, LLC
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|
Td Private Client Wealth Llc
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|
Clear Creek Financial Management, LLC
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|
Gladstone Institutional Advisory LLC
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|
Wealthgarden F.s. Llc
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|
Evergreen Capital Management Llc
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|
AdvisorNet Financial, Inc
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|
Diversify Advisory Services, LLC
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|
Klingenstein Fields & Co Lp
|
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First Financial Bankshares Inc
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|
RMB Capital Management, LLC
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|
Laurel Wealth Advisors LLC
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Arlington Trust Co LLC
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Tompkins Financial Corp
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|
Accredited Investors Inc.
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|
Tanaka Capital Management Inc
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Gray Private Wealth, LLC
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Arbor Investment Advisors, LLC
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Mather Group, Llc.
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Sigma Planning Corp
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Financial Management Professionals, Inc.
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|
Legacy Private Trust Co.
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Meritage Portfolio Management
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|
Wealth Advisors of Iowa, LLC
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Greenleaf Trust
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RTD Financial Advisors, Inc.
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|
We Are One Seven, LLC
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Congress Wealth Management LLC / DE /
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|
Kohmann Bosshard Financial Services, LLC
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|
Daido Life Insurance Co
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|
Sprinkle Financial Consultants LLC
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Strategic Investment Solutions, Inc. /IL
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Traynor Capital Management, Inc.
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|
Comerica Bank
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Brookstone Capital Management
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|
Howland Capital Management Llc
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|
Union Savings Bank
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|
Golden Road Advisors Llc
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|
Synovus Financial Corp
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|
Farmers & Merchants Trust Co of Chambersburg PA
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|
First American Trust, Fsb
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|
AllSquare Wealth Management LLC
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|
1 North Wealth Services Llc
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|
Holistic Financial Partners
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Blume Capital Management, Inc.
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Private Capital Management, LLC
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Mainstay Capital Management Llc /adv
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WASHINGTON TRUST Co
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Ashford Advisors, LLC
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Crews Bank & Trust
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MCF Advisors LLC
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Coastline Trust Co
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Modern Wealth Management, LLC
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Pacific Center for Financial Services
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Americana Partners, LLC
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Quest 10 Wealth Builders, Inc.
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Tanager Wealth Management LLP
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Red Door Wealth Management, LLC
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Financial Services Advisory Inc
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Blair William & Co/il
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Two Sigma Investments, Lp
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Frank, Rimerman Advisors LLC
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SMI Advisory Services, LLC
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AssuredPartners Investment Advisors, LLC
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Brown Brothers Harriman & Co
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Castle Wealth Management Llc
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Us Bancorp \de\
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Acorn Financial Advisory Services Inc /adv
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Paragon Capital Management LLC
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Westshore Wealth, LLC
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Mutual Advisors, LLC
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Smithfield Trust Co
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CIBC World Markets Inc.
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Destination Wealth Management
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Accretive Wealth Partners, LLC
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American Financial Advisors, LLC
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Concurrent Investment Advisors, LLC
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Susquehanna International Group, Llp
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Cedar Mountain Advisors, LLC
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VestGen Advisors, LLC
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Rehmann Capital Advisory Group
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USA Financial Portformulas Corp
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Single Point Partners, LLC
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Northstar Financial Companies, Inc.
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Prosperity Consulting Group, LLC
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TCG Advisory Services, LLC
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Roberts Glore & Co Inc /il/
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Commerce Bank
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Cm Wealth Advisors Llc
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Plancorp, LLC
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Palouse Capital Management, Inc.
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Sumitomo Mitsui Trust Holdings, Inc.
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DT Investment Partners, LLC
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Sequoia Financial Advisors, LLC
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Finley Financial, LLC
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Iowa State Bank
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Balance Wealth, LLC
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FineMark National Bank & Trust
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Financial Advisory Service, Inc.
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Mml Investors Services, Llc
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Larson Financial Group LLC
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Hm Payson & Co
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Fort Point Capital Partners LLC
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Parthenon Llc
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Oak Harbor Wealth Partners, Llc
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Eagle Strategies LLC
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Dunhill Financial, LLC
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Family Management Corp
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Cetera Investment Advisers
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Freedom Day Solutions, LLC
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Twin Peaks Wealth Advisors, LLC
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Blue Oak Capital, LLC
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IPG Investment Advisors LLC
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Vishria Bird Financial Group, LLC
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PACK Private Wealth, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Ambassador Advisors, LLC
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Garde Capital, Inc.
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Whittier Trust Co Of Nevada Inc
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Mycio Wealth Partners, Llc
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Firestone Capital Management
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Bokf, Na
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Western Wealth Management, LLC
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Jump Financial, LLC
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New Wave Wealth Advisors Llc
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WealthPlan Investment Management, LLC
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Meeder Advisory Services, Inc.
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Glen Eagle Advisors, LLC
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Tiemann Investment Advisors, Llc
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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Xponance, Inc.
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Global Wealth Strategies & Associates
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Clark Asset Management, LLC
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Capital Asset Advisory Services LLC
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Qube Research & Technologies Ltd
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Bigelow Investment Advisors, LLC
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Mittelman Wealth Management
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Wolverine Trading, Llc
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Fiera Capital Corp
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Morton Capital Management LLC/CA
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FSM Wealth Advisors, LLC
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Lee Danner & Bass Inc
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Tocqueville Asset Management L.p.
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Miracle Mile Advisors, LLC
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Summit Trail Advisors, Llc
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Bingham Private Wealth, Llc
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JPL Wealth Management, LLC
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Advisor Resource Council
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Rockwood Wealth Management, LLC
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
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JFG Wealth Management, LLC
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Embree Financial Group
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SJA Financial Advisory, LLC
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GWM Advisors LLC
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Cypress Capital Group
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Lcnb Corp
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Quadcap Wealth Management, LLC
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Bordeaux Wealth Advisors LLC
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Neuberger Berman Group LLC
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Copia Wealth Management
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D.a. Davidson & Co.
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Seneca Financial Advisors LLC
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Stephenson National Bank & Trust
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Parkwoods Wealth Partners, LLC
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Atlantic Union Bankshares Corp
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SOA Wealth Advisors, LLC.
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RMR Wealth Builders
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Hsbc Holdings Plc
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Cardinal Point Capital Management, ULC
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Winch Advisory Services, LLC
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Arete Wealth Advisors, LLC
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Enclave Advisors LLC
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Wernau Asset Management Inc.
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Segment Wealth Management, LLC
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Landmark Wealth Management, LLC
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Meridian Wealth Advisors, LLC
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Koss-Olinger Consulting, LLC
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RAM Investment Partners, LLC
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Trust Point Inc.
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Fifth Third Bancorp
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Morgan Stanley
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Carmel Capital Partners, LLC
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Parkside Financial Bank & Trust
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Legacy Wealth Managment, LLC/ID
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Moser Wealth Advisors, LLC
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Rockport Wealth LLC
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Partners Wealth Management, Llc
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Price T Rowe Associates Inc /md/
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Pensionmark Financial Group, Llc
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Saxon Interests, Inc.
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Principal Securities, Inc.
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Howard Bailey Securities, Llc
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Paces Ferry Wealth Advisors, Llc
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Meridian Wealth Partners, LLC
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M&t Bank Corp
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Valley National Advisers Inc
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Rothschild Investment Llc
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Cherry Creek Investment Advisors, Inc.
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Alpha Cubed Investments, LLC
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Madison Wealth Partners, Inc
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BSW Wealth Partners
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Bartlett & Co. Wealth Management Llc
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Vise Technologies, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Bangor Savings Bank
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Eagle Bay Advisors LLC
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Linscomb & Williams, Inc.
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Csenge Advisory Group
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Corepath Wealth Partners Llc
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Lewis Asset Management, LLC
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TRUE Private Wealth Advisors
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Mariner, LLC
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New England Private Wealth Advisors LLC
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Adviser Investments LLC
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Rice Partnership, LLC
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Apollon Wealth Management, LLC
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Gillespie Robinson & Grimm Inc
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SYM FINANCIAL Corp
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Stegner Investment Associates Inc.
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Andrews, Lucia Wealth Management Llc
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Jfs Wealth Advisors, Llc
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Simplicity Wealth,LLC
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Ellis Investment Partners, LLC
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Kendall Capital Management
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Duncan Williams Asset Management, LLC
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Vista Capital Partners, Inc.
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Enzi Wealth
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Cortland Associates Inc/mo
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Dynasty Wealth Management, Llc
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Piscataqua Savings Bank
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Integrated Advisors Network LLC
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Crestwood Advisors Group LLC
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Hemenway Trust Co LLC
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Tiaa Trust, National Association
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Salem Investment Counselors Inc
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Envestnet Portfolio Solutions, Inc.
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American National Bank
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Kmg Fiduciary Partners, Llc
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Consolidated Portfolio Review Corp
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Boston Family Office Llc
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Allegheny Financial Group LTD
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Optivise Advisory Services LLC
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Fifth Third Wealth Advisors LLC
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Stone Point Wealth LLC
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NewEdge Wealth, LLC
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Wedbush Securities Inc
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Mv Capital Management, Inc.
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Great Valley Advisor Group, Inc.
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Monograph Wealth Advisors, Llc
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Act Wealth Management, Llc
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Rsm Us Wealth Management Llc
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Bridgewater Advisors Inc.
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Austin Private Wealth, LLC
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Mb, Levis & Associates, Llc
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JT Stratford LLC
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Valeo Financial Advisors, LLC
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Grimes & Company, Inc.
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Watts Gwilliam & Co., LLC
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Orrstown Financial Services Inc
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RFG Advisory, LLC
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NorthRock Partners, LLC
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Abacus Planning Group, Inc.
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Fortress Financial Group, Llc
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Quantbot Technologies LP
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Mitchell Sinkler & Starr/pa
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Astoria Strategic Wealth, Inc.
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Gerber Kawasaki Wealth & Investment Management
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ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
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Almanack Investment Partners, LLC.
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Buttonwood Financial Advisors Inc.
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National Mutual Insurance Federation of Agricultural Cooperatives
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Busey Wealth Management
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GenTrust, LLC
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Rockefeller Capital Management L.P.
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Detalus Advisors, LLC
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Vestmark Advisory Solutions, Inc.
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Semitam Bonam Llc
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Timonier Family Office, LTD.
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RMR Capital Management, LLC
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Proficio Capital Partners LLC
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Captrust Financial Advisors
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|
Baker Avenue Asset Management, LP
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|
Rosenblum Silverman Sutton S F Inc /ca
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Arcadia Investment Management Corp/mi
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First Business Financial Services, Inc.
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Pennington Partners & Co., Llc
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Autumn Glory Partners, LLC
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Cornerstone Advisory, LLC
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Quest Investment Management Llc
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Atomi Financial Group, Inc.
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Mkd Wealth Coaches, Llc
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Patriot Financial Group Insurance Agency, LLC
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Capital Advisors Wealth Management, LLC
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Wealthcare Advisory Partners LLC
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Monticello Wealth Management, Llc
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Colony Group, LLC
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Fourth Dimension Wealth, LLC
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One Capital Management, LLC
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Northwestern Mutual Wealth Management Co
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Conservest Capital Advisors, Inc.
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Tandem Capital Management Corp /adv
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BOK Financial Private Wealth, Inc.
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Millburn Ridgefield Corp
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Winthrop Capital Management, LLC
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Ohio National Investments, Inc.
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Claro Advisors LLC
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Chandler Asset Management, Inc.
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Zwj Investment Counsel Inc
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Strategent Financial, LLC
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Vontobel Holding Ltd.
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Millington Financial Advisors, LLC
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MTM Investment Management, LLC
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Atlantic Edge Private Wealth Management, LLC
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Bnp Paribas Arbitrage, Sa
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Burke & Herbert Bank & Trust Co
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Apella Capital, LLC
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Old North State Wealth Management, LLC
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Nwam Llc
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Coldstream Capital Management Inc
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W.H. Cornerstone Investments Inc.
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Kentucky Trust Co
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|
Lido Advisors, LLC
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|
Matrix Asset Advisors Inc/ny
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Associated Banc-corp
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Headinvest, Llc
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Venturi Wealth Management, LLC
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Cullen/frost Bankers, Inc.
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Houlihan Financial Resource Group, Ltd.
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Brandywine Oak Private Wealth Llc
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Lunt Capital Management, Inc.
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Providence Capital Advisors, LLC
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Avalon Trust Co
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Summit Investment Advisory Services, LLC
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Neumann Capital Management, LLC
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Prospera Financial Services Inc
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Baird Financial Group, Inc.
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Moneta Group Investment Advisors Llc
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Royal Bank Of Canada
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Center for Financial Planning, Inc.
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|
Guardian Asset Advisors, LLC
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Accelerate Investment Advisors LLC
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|
St. Louis Trust Co
|
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|
Pinnacle Associates Ltd
|
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|
Wealth Architects, LLC
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Nbc Securities, Inc.
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Encompass Wealth Advisors, Llc
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Sax Wealth Advisors, Llc
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Willis Johnson & Associates, Inc.
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Haverford Trust Co
|
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J.w. Cole Advisors, Inc.
|
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|
Canandaigua National Bank & Trust Co
|
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Horizons Wealth Management
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|
Enterprise Bank & Trust Co
|
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Madden Advisory Services, Inc.
|
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Heartwood Wealth Advisors LLC
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Gutierrez Wealth Advisory, LLC
|
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|
Winthrop Advisory Group LLC
|
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Hutchinson Capital Management/ca
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Brown, Lisle/cummings, Inc.
|
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Headlands Technologies LLC
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Ted Buchan & Co
|
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Gotham Asset Management, LLC
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Keybank National Association/oh
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Tudor Financial Inc.
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Lazard Asset Management Llc
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Bear Mountain Capital, Inc.
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Pin Oak Investment Advisors Inc
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Wiley Bros.-aintree Capital, Llc
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Investors Research Corp
|
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Manhattan West Asset Management, LLC
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JMG Financial Group, Ltd.
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|
Anchor Investment Management, LLC
|
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|
Stephens Consulting, LLC
|
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|
Visionary Wealth Advisors
|
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|
Fragasso Group Inc.
|
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|
Welch & Forbes Llc
|
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Belpointe Asset Management LLC
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Regal Investment Advisors LLC
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HighTower Advisors, LLC
|
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Ieq Capital, Llc
|
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|
XY Planning Network, Inc.
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Franklin, Parlapiano, Turner & Welch, LLC
|
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Intellus Advisors LLC
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Auour Investments LLC
|
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Massmutual Trust Co Fsb/adv
|
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|
GQG Partners LLC
|
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|
Werba Rubin Papier Wealth Management
|
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|
Security National Bank
|
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|
Simmons Bank
|
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|
Gibbs Wealth Management
|
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|
Callan Capital, LLC
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
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|
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|
Citizens National Bank Trust Department
|
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Ameritas Advisory Services, LLC
|
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Leavell Investment Management, Inc.
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Schoolcraft Capital LLC
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Avantax Planning Partners, Inc.
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|
Chilton Capital Management Llc
|
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Disciplined Investments, LLC
|
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|
Prudential Financial Inc
|
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|
Centaurus Financial, Inc.
|
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|
Checchi Capital Advisers, LLC
|
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|
Sandy Spring Bank
|
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|
|
Wbh Advisory Inc
|
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|
Northwest Capital Management Inc
|
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|
|
Evolution Wealth Advisors, LLC
|
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|
Savvy Advisors, Inc.
|
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|
Syverson Strege & Co
|
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HHM Wealth Advisors, LLC
|
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|
Revolve Wealth Partners, LLC
|
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|
Napatree Capital Llc
|
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|
Sharkey, Howes & Javer
|
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|
|
Talisman Wealth Advisors LLC
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Orgel Wealth Management, LLC
|
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|
Karpus Management, Inc.
|
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|
First Hawaiian Bank
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Holistic Planning, LLC
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|
Armstrong Advisory Group, Inc
|
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Cwm, Llc
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Smith, Moore & Co.
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|
Corrigan Financial, Inc.
|
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|
Capital Advisors Inc/ok
|
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Juncture Wealth Strategies, Llc
|
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|
|
|
Greenwood Gearhart Inc
|
|
|
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|
|
Wimmer Associates 1, Llc
|
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|
|
Howard Wealth Management, Llc
|
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|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
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|
Equitable Trust Co
|
|
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|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
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|
|
Sellwood Investment Partners LLC
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|
Paladin Advisory Group, LLC
|
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|
MidAtlantic Capital Management, Inc.
|
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|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
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|
|
|
Atria Investments Llc
|
|
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|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
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|
|
|
|
Warren Averett Asset Management, LLC
|
|
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|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Paul R. Ried Financial Group, LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
