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PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
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Brown Advisory Inc
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KilterHowling LLC
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CIBC World Markets Inc.
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Nabity-Jensen Investment Management Inc
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Fund Evaluation Group, LLC
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Mill Creek Capital Advisors, LLC
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Essex Financial Services, Inc.
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International Assets Investment Management, Llc
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Aufman Associates Inc
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Continuum Advisory, LLC
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Lansing Street Advisors
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Custom Index Systems, Llc
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MFA Wealth Services
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Capital City Trust Co/fl
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Victory Capital Management Inc
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NorthRock Partners, LLC
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Lindbrook Capital, Llc
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Ark & Tlk Investments, Llc
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Access Investment Management LLC
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Capital World Investors
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Harbour Capital Advisors, LLC
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Fiduciary Family Office, Llc
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Strategic Financial Partners, Ltd.
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Northwest Financial Advisors
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True North Advisors, LLC
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Aureus Asset Management, LLC
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Tritonpoint Wealth, Llc
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Tidemark, LLC
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TruNorth Capital Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Missouri Trust & Investment Co
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Smartleaf Asset Management LLC
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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American Financial Advisors, LLC
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Rocky Mountain Advisers, Llc
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Brown Financial Advisory
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Northstar Asset Management Inc
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Park Edge Advisors, LLC
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Field & Main Bank
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Hrt Financial Lp
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Bedel Financial Consulting, Inc.
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Hollow Brook Wealth Management LLC
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Bank Of Nova Scotia
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Ameriprise Financial Inc
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Cambridge Financial Group, LLC
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Institute for Wealth Management, LLC.
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AAFCPAs Wealth Management, LLC
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Frank, Rimerman Advisors LLC
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BankPlus Trust Department
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Planning Alternatives Ltd /adv
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Moors & Cabot, Inc.
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Potentia Wealth
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Bogart Wealth, LLC
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O'shaughnessy Asset Management, Llc
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Willow Creek Wealth Management Inc.
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Richard P Slaughter Associates Inc
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United Advisor Group, LLC
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Sage Financial Group Inc
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BluePointe Capital Management, LLC
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Warner Financial, Inc
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Old National Bancorp /in/
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StoneX Group Inc.
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Philip James Wealth Mangement, LLC
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Maseco Llp
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Anderson Hoagland & Co
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Arlington Trust Co LLC
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Landaas & Co /wi /adv
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Financial Advisory Corp
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Westwood Holdings Group Inc
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Nbt Bank N A /ny
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Skyline Advisors, Inc.
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Mascagni Wealth Management, Inc.
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Rinkey Investments
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Alpine Bank Wealth Management
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Dixon Fnancial Services, Inc.
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Citizens & Northern Corp
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Goodman Financial Corp
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Warwick Investment Management, Inc.
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Ellenbecker Investment Group
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Fountainhead AM, LLC
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Pacific Sage Partners, LLC
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Haverford Trust Co
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Natixis Advisors, L.p.
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Ryan Investment Management, Inc.
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Versant Capital Management, Inc
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Hancock Whitney Corp
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YANKCOM Partnership
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Sei Investments Co
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Holistic Planning, LLC
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Founders Financial Alliance, LLC
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Associated Banc-corp
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Almanack Investment Partners, LLC.
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Berkshire Money Management, Inc.
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First Community Trust Na
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Connecticut Wealth Management, LLC
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Values Added Financial LLC
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Horizon Wealth Management, LLC
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Jordan Park Group LLC
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GSB Wealth Management, LLC
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Corundum Group, Inc.
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Nadler Financial Group, Inc.
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High Net Worth Advisory Group LLC
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Northstar Group, Inc.
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Kestra Private Wealth Services, Llc
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One Wealth Advisors, LLC
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Eq Wealth Advisors, Llc
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Harbor Asset Planning, Inc.
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Amplius Wealth Advisors, LLC
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First Citizens Bank & Trust Co
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Sax Wealth Advisors, Llc
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Atlas Capital Advisors Llc
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TigerOak Management, L.L.C.
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Brown Brothers Harriman & Co
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Founders Capital Management
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Barnett & Company, Inc.
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Hirtle Callaghan & Co LLC
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Northwestern Mutual Wealth Management Co
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Mount Yale Investment Advisors, LLC
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Golden Road Advisors Llc
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Sapient Capital Llc
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Baker Ellis Asset Management LLC
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PineBridge Investments, L.P.
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Sharp Financial Services, LLC
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Wealthspan Partners, Llc
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McAdam, LLC
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Grant Street Asset Management, Inc.
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Essex Savings Bank
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Caldwell Securities, Inc
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Oxler Private Wealth LLC
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Genesis Wealth Advisors, LLC
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Crescent Grove Advisors, LLC
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
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Peoples Financial Services Corp.
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LBJ Family Wealth Advisors, Ltd.
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McKinley Carter Wealth Services, Inc.
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Bank Of America Corp /de/
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Patten & Patten Inc/tn
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Cascade Financial Partners, LLC
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Advisors Capital Management, LLC
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Pacific Financial Group Inc
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Two Sigma Securities, Llc
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Bond & Devick Financial Network, Inc.
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Armor Investment Advisors, LLC
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JNBA Financial Advisors
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Flywheel Private Wealth LLC
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Higgins & Schmidt Wealth Strategies LLC
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Bradley Foster & Sargent Inc/ct
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Newbridge Financial Services Group, Inc.
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Leo Wealth, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Intrepid Financial Planning Group LLC
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Rockefeller Capital Management L.P.
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Northwest Quadrant Wealth Management, LLC
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Foster & Motley Inc
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Waterloo Capital, L.P.
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Graypoint LLC
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Flagship Wealth Advisors, Llc
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Veracity Capital LLC
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XTX Topco Ltd
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Topel & Distasi Wealth Management, LLC
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Blue Bell Private Wealth Management, Llc
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Donald Smith & Co., Inc.
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Wealthbridge Capital Management, Llc
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CoreFirst Bank & Trust
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Aspire Private Capital, LLC
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Luken Investment Analytics, LLC
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CarsonAllaria Wealth Management, Ltd.
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Vise Technologies, Inc.
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Resources Management Corp /ct/ /adv
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Centerpoint Advisors, LLC
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CAPROCK Group, Inc.
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Disciplined Investments, LLC
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Sentinel Wealth Management, Inc.
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Ibex Wealth Advisors
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LVW Advisors, LLC
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Colorado Capital Management, Inc.
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Hanson & Doremus Investment Management
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Bright Futures Wealth Management, LLC.
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Partners in Financial Planning
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Sonata Capital Group Inc
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Dana Investment Advisors, Inc.
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Glassman Wealth Services
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Embree Financial Group
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SILVER OAK SECURITIES, Inc
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Vestor Capital, Llc
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NWF Advisory Services Inc.
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Encompass Wealth Advisors, Llc
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Gerber Kawasaki Wealth & Investment Management
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Quantbot Technologies LP
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D.a. Davidson & Co.
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Bay Capital Advisors, LLC
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Operose Advisors LLC
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Perennial Investment Advisors, LLC
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Truepoint, Inc.
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Prospera Financial Services Inc
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Cheviot Value Management, LLC
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Howe & Rusling Inc
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Hsbc Holdings Plc
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|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
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|
Beacon Financial Group
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ShoreHaven Wealth Partners, LLC
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TD Waterhouse Canada Inc.
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Vance Wealth, Inc.
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Meridian Wealth Management, LLC
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Beaumont Financial Advisors, LLC
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Poehling Capital Management, LLC
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Wescott Financial Advisory Group, LLC
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Jackson Thornton Asset Management, Llc
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Summit Trail Advisors, Llc
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Farmers & Merchants Investments Inc
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Wells Trecaso Financial Group, LLC
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Lakewood Asset Management LLC
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Provenance Wealth Advisors, LLC
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Boston Partners
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Mechanics Bank Trust Department
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Capital Investment Advisors, LLC
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|
Townsquare Capital Llc
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|
XML Financial, LLC
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|
MBOVX - M FUND INC - M Large Cap Value Fund
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|
|
|
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|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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IFG Advisors, LLC
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Verus Financial Partners, Inc.
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Harvest Fund Management Co., Ltd
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One Capital Management, LLC
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|
Northern Financial Advisors Inc
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Parkside Advisors LLC
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Persium Advisors, LLC
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Axis Wealth Partners, LLC
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Cornerstone Planning Group LLC
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|
Arete Wealth Advisors, LLC
|
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|
F/M Investments LLC
|
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|
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|
Allstate Corp
|
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|
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|
Elm Partners Management LLC
|
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|
|
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|
ESL Trust Services, LLC
|
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|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
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|
STAR Financial Bank
|
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|
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|
Aire Advisors, Llc
|
|
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|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
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|
LPL Financial LLC
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|
Venture Visionary Partners LLC
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Global Strategic Investment Solutions, LLC
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Fort Sheridan Advisors Llc
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Barrett & Company, Inc.
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Sepio Capital, LP
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Atria Wealth Solutions, Inc.
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|
Coastline Trust Co
|
|
|
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
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Convergence Financial, LLC
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Equitable Holdings, Inc.
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|
LM Advisors LLC
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Wise Wealth Partners
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|
|
|
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|
Bfsg, Llc
|
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|
Magnus Financial Group LLC
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JustInvest LLC
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Savvy Advisors, Inc.
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ICONIQ Capital, LLC
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Paragon Financial Partners, Inc.
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Alpha Financial Partners, LLC
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Mpwm Advisory Solutions, Llc
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|
Ridgecrest Wealth Partners, Llc
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Busey Wealth Management
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Roble, Belko & Company, Inc
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W Advisors, Llc
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Baird Financial Group, Inc.
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Joel Adams & Associates, Inc.
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German American Bancorp, Inc.
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Prime Capital Investment Advisors, LLC
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Webster Bank, N. A.
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Miracle Mile Advisors, LLC
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Concurrent Investment Advisors, LLC
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Lee-Kelleher Wealth Management
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|
Buckingham Strategic Partners
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|
Old Second National Bank Of Aurora
|
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|
First Hawaiian Bank
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|
Atalanta Sosnoff Capital, Llc
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BIP Wealth, LLC
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GKV Capital Management Co., Inc.
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Seneca Financial Advisors LLC
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Wolff Wiese Magana Llc
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|
RFG Advisory, LLC
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|
Chemung Canal Trust Co
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|
RMG Wealth Management LLC
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|
Wealthcare Capital Partners, LLC
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|
Fidelity D & D Bancorp Inc
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Mark Sheptoff Financial Planning, Llc
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|
Global Retirement Partners, LLC
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|
Investmark Advisory Group LLC
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Glen Eagle Advisors, LLC
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MetLife Investment Management, LLC
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|
ORG Partners LLC
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Austin Asset Management Co Inc
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MTM Investment Management, LLC
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Wetzel Investment Advisors, Inc.
|
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|
Alliance Wealth Management Group
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PMV Capital Advisers, LLC
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Resurgent Financial Advisors LLC
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Verdence Capital Advisors LLC
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Putney Financial Group LLC
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Keystone Wealth Services, LLC
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Catalyst Financial Partners Llc
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Welch & Forbes Llc
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Oppenheimer & Co Inc
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Freestone Capital Holdings, LLC
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Cohen & Steers Closed-end Opportunity Fund, Inc.
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Assetmark, Inc
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Annis Gardner Whiting Capital Advisors, LLC
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Delos Wealth Advisors, LLC
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Motco
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EverSource Wealth Advisors, LLC
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Blair William & Co/il
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Wealthspire Advisors, LLC
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Qrg Capital Management, Inc.
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Bell Bank
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Liberty Square Wealth Partners Llc
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Creative Planning
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Seacrest Wealth Management, Llc
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Liberty Wealth Management Llc
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Mather Group, Llc.
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Hughes Financial Services, LLC
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Mason Investment Advisory Services, Inc.
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Fusion Capital, LLC
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Tolleson Wealth Management, Inc.
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Skopos Labs, Inc.
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TRUE Private Wealth Advisors
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Stairway Partners, LLC
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Sovereign Financial Group, Inc.
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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SOL Capital Management CO
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Orion Portfolio Solutions, LLC
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Trust Co of the South
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Paladin Advisory Group, LLC
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Sunbelt Securities, Inc.
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POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
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Millennium Management Llc
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Collective Family Office Llc
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Crews Bank & Trust
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Power Wealth Management Llc
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Parkside Financial Bank & Trust
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Cypress Capital, LLC
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Robertson Stephens Wealth Management, LLC
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Clarion Wealth Managment Partners, LLC
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RFP Financial Group LLC
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Atlantic Private Wealth, LLC
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Sunpointe, LLC
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Opus Capital Group, LLC
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Financial Advocates Investment Management
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Bank of Jackson Hole Trust
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Investment Partners, Ltd.
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Cliftonlarsonallen Wealth Advisors, Llc
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Private Advisor Group, LLC
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Permanens Capital L.P.
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Alexis Investment Partners, LLC
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Dakota Community Bank & Trust NA
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Bartlett & Co. Wealth Management Llc
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Exchange Traded Concepts, Llc
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Summit Financial, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Norris Perne & French Llp/mi
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Morton Brown Family Wealth, LLC
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Clientfirst Wealth Management, LLC
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Fulton Breakefield Broenniman Llc
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Signature Securities Group Corporation
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Orrstown Financial Services Inc
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Waterfront Wealth Inc.
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Kelman-Lazarov, Inc.
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Jamison Private Wealth Management, Inc.
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Steward Partners Investment Advisory, Llc
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McIlrath & Eck, LLC
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Dimension Capital Management Llc
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Creative Financial Designs Inc /adv
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Geneos Wealth Management Inc.
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BOK Financial Private Wealth, Inc.
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Precedent Wealth Partners, Llc
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Provident Wealth Management, LLC
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Crewe Advisors LLC
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Hoge Financial Services, Llc
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Harbor Investment Advisory, Llc
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London Co Of Virginia
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Valued Wealth Advisors LLC
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Angeles Wealth Management, Llc
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Commonwealth Equity Services, Llc
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MSH Capital Advisors LLC
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S&t Bank/pa
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Macquarie Group Ltd
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Garde Capital, Inc.
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Runnymede Capital Advisors, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Wealth Preservation Advisors, LLC
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Valeo Financial Advisors, LLC
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Apollon Financial, LLC
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Texas Capital Bank Wealth Management Services Inc
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DHJJ Financial Advisors, Ltd.
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Aristotle Capital Management, LLC
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MCF Advisors LLC
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Meeder Advisory Services, Inc.
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Integris Wealth Management, LLC
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Camden Capital, LLC
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Texas Capital Bancshares Inc/tx
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First Trust Advisors Lp
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First United Bank Trust/
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Baltimore-Washington Financial Advisors, Inc.
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IHT Wealth Management, LLC
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Keybank National Association/oh
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Peapack Gladstone Financial Corp
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Healthcare Of Ontario Pension Plan Trust Fund
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Kestra Advisory Services, LLC
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Cassia Capital Partners, LLC
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Moss Adams Wealth Advisors LLC
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Jackson, Grant Investment Advisers, Inc.
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Capital Investment Advisory Services, LLC
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Woodside Wealth Management LLC
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Jpmorgan Chase & Co
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Fairway Wealth LLC
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Signature Wealth Management Partners, LLC
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McCarthy & Cox
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S&co Inc
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Ironwood Investment Management Llc
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Principle Wealth Partners Llc
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Litman Gregory Asset Management LLC
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Bravias Capital Group, LLC
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Anchor Investment Management, LLC
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King Wealth
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Great Valley Advisor Group, Inc.
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Alamar Capital Management, LLC
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Bensler, LLC
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Pandora Wealth, Inc.
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High Probability Advisors, LLC
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Atlantic Edge Private Wealth Management, LLC
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Contravisory Investment Management, Inc.
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Summit Investment Advisory Services, LLC
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Commons Capital, Llc
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one8zero8, LLC
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SkyView Investment Advisors, LLC
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Christensen, King & Associates Investment Services, Inc.
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Jackson Hole Capital Partners, LLC
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Aspiriant, Llc
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CIBC Private Wealth Group, LLC
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Perkins Coie Trust Co
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Greatmark Investment Partners, Inc.
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Allworth Financial LP
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Thompson Siegel & Walmsley Llc
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Campion Asset Management LLC
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AllSquare Wealth Management LLC
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BlackDiamond Wealth Management Inc.
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Wharton Business Group, LLC
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Single Point Partners, LLC
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Raub Brock Capital Management LP
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NFP Retirement, Inc.
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FMA Wealth Management, LLC
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Stanley-Laman Group, Ltd.
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Confluence Wealth Services, Inc.
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BigSur Wealth Management LLC
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Russell Investments Group, Ltd.
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180 Wealth Advisors, Llc
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Biltmore Family Office, LLC
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|
Mjp Associates Inc /adv
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Strategic Blueprint, LLC
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Mma Asset Management Llc
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Ascent Wealth Partners, LLC
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BG Investment Services, Inc.
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Fort Point Capital Partners LLC
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Fisher Asset Management, LLC
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|
Riverpoint Wealth Management Holdings, LLC
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|
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|
Emprise Bank
|
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|
James J. Burns & Company, LLC
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|
Stock Yards Bank & Trust Co
|
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Evoke Wealth, Llc
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Umpqua Bank
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Financial Management Professionals, Inc.
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Red Lighthouse Investment Management, Llc
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Titleist Asset Management, Llc
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Mcdonald Partners Llc
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Affiance Financial, LLC
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Bourgeon Capital Management Llc
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Ballew Advisors, Inc
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St. Louis Trust Co
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Private Trust Co Na
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Winthrop Advisory Group LLC
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Hopwood Financial Services, Inc.
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Rothschild Investment Llc
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Brogan Financial, Inc.
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Focus Financial Network, Inc.
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
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|
Stablepoint Partners, LLC
|
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|
Meridian Wealth Advisors, LLC
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|
TCG Advisory Services, LLC
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|
Pinnacle Associates Ltd
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Strategic Family Wealth Counselors, L.L.C.
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DiNuzzo Private Wealth, Inc.
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Parallel Advisors, LLC
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Center for Financial Planning, Inc.
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Quadrant Capital Group Llc
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Davis Capital Management
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|
Edgestream Partners, L.P.
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|
Bonfire Financial
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|
Anchor Capital Advisors Llc
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|
Dorsey & Whitney Trust CO LLC
|
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|
Envestnet Asset Management Inc
|
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|
Red Tortoise LLC
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|
Rehmann Capital Advisory Group
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Acima Private Wealth, Llc
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TCI Wealth Advisors, Inc.
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Sound Income Strategies, LLC
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Avantax Planning Partners, Inc.
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United Capital Financial Advisers, Llc
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Vista Capital Partners, Inc.
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|
Gilliland Jeter Wealth Management LLC
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Next Level Private LLC
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|
Stillwater Capital Advisors, LLC
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|
Prestige Wealth Management Group LLC
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|
Summit Wealth Group Llc / Co
|
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|
Proactive Wealth Strategies LLC
|
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|
|
|
|
Diamond Hill Capital Management Inc
|
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|
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|
Michels Family Financial, LLC
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|
Atala Financial Inc
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|
Fmr Llc
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|
Horan Securities, Inc.
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Curran Financial Partners, LLC
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Commerce Bank
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Penobscot Investment Management Company, Inc.
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Forte Asset Management Llc
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Gries Financial Llc
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Pinnacle Wealth Planning Services, Inc.
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Rainey & Randall Investment Management Inc.
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|
BRYN MAWR TRUST Co
|
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|
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|
Tompkins Financial Corp
|
|
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|
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|
Red Door Wealth Management, LLC
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Prudential Financial Inc
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|
GM Advisory Group, Inc.
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|
|
|
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|
Enterprise Bank & Trust Co
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|
|
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|
Stratos Wealth Partners, LTD.
|
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|
|
|
|
Davis R M Inc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
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|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
QMLFX - Advisors Preferred Trust - Quantified Market Leaders Fund Investor Class Shares
|
|
|
|
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|
First Foundation Advisors
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|
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|
Richardson Financial Services Inc.
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|
JMG Financial Group, Ltd.
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|
Insight Advisors, LLC/ PA
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Price T Rowe Associates Inc /md/
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Willis Johnson & Associates, Inc.
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DT Investment Partners, LLC
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Twin Focus Capital Partners, Llc
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|
Investment Advisory Group, LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
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|
Cresset Asset Management, LLC
|
|
|
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|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
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|
Midwest Trust Co
|
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|
Francis Financial, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
NCM Capital Management, LLC
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|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
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|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
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|
|
|
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|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
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|
|
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|
Sequoia Financial Advisors, LLC
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|
|
|
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|
Avidian Wealth Solutions, LLC
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|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
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|
Leigh Baldwin & Co., Llc
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|
BCS Private Wealth Management, Inc.
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|
Brand Asset Management Group, Inc.
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|
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|
Sabal Trust CO
|
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|
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|
Personal Cfo Solutions, Llc
|
|
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|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
First Pacific Financial
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|
|
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|
Legacy Investment Solutions, LLC
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|
Retirement Solution Inc.
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|
Auour Investments LLC
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|
Koesten, Hirschmann & Crabtree, INC.
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|
Westside Investment Management, Inc.
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|
|
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|
AMG National Trust Bank
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
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|
HMS Capital Management, LLC
|
|
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|
RTD Financial Advisors, Inc.
|
|
|
|
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|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Legacy Wealth Management, Inc
|
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AdvisorNet Financial, Inc
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Marshall & Sterling Wealth Advisors Inc.
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Transform Wealth, LLC
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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TruWealth Advisors, LLC
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Kondo Wealth Advisors, Inc.
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Evolution Wealth Advisors, LLC
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Advyzon Investment Management, LLC
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Autumn Glory Partners, LLC
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Arcadia Investment Advisors Llc
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One Day In July LLC
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Accurate Wealth Management, LLC
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Certified Advisory Corp
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Wood Tarver Financial Group, LLC
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Silvercrest Asset Management Group Llc
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Hillcrest Wealth Advisors - NY, LLC
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New England Capital Financial Advisors LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Journey Strategic Wealth Llc
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First Horizon Advisors, Inc.
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Timonier Family Office, LTD.
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Bernard Wealth Management Corp.
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Nemes Rush Group LLC
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Greenup Street Wealth Management Llc
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Coastal Investment Advisors, Inc.
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Allegheny Financial Group LTD
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Heck Capital Advisors, LLC
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Aqr Capital Management Llc
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Cahaba Wealth Management, Inc.
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Deutsche Bank Ag\
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SYM FINANCIAL Corp
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Clearbridge Investments, LLC
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Pinnacle Bancorp, Inc.
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Summit Financial Strategies, Inc.
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Pitcairn Co
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Lowe Brockenbrough & Co Inc
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Strategic Wealth Partners, Ltd.
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King Luther Capital Management Corp
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Insight Wealth Strategies, LLC
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SCS Capital Management LLC
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Manchester Capital Management LLC
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Icon Wealth Advisors, LLC
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Moisand Fitzgerald Tamayo, LLC
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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Cascade Wealth Advisors, Inc
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FourThought Financial Partners, LLC
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Richard W. Paul & Associates, LLC
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Equitable Trust Co
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Johnson Bixby & Associates, LLC
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Wealth Architects, LLC
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Elevate Wealth Advisory, Inc
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World Equity Group, Inc.
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ABLE Financial Group, LLC
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Valley National Advisers Inc
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Cornerstone Advisory, LLC
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Caisse De Depot Et Placement Du Quebec
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PFG Investments, LLC
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Vermillion & White Wealth Management Group, LLC
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Western Wealth Management, LLC
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American National Bank
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Waldron Private Wealth LLC
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Snider Financial Group
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Valmark Advisers, Inc.
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Moody Lynn & Lieberson, Llc
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Braun Stacey Associates Inc
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Regent Peak Wealth Advisors LLC
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Tassel Capital Management, Inc.
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Stanich Group LLC
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HB Wealth Management, LLC
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Salomon & Ludwin, LLC
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Charter Oak Capital Management, LLC
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Kornitzer Capital Management Inc /ks
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BTC Capital Management, Inc.
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Marcum Wealth, LLC
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Sellwood Investment Partners LLC
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Mosaic Family Wealth Partners, Llc
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Susquehanna International Group, Llp
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WealthPLAN Partners, LLC
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Great Waters Wealth Management
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
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Park Avenue Securities Llc
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First National Trust Co
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Ameritas Advisory Services, LLC
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City Holding Co
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Burling Wealth Partners, Llc
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Betterment LLC
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Wakefield Asset Management LLLP
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Allen Investment Management LLC
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Brookstone Capital Management
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Lido Advisors, LLC
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Rathbone Brothers plc
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Werba Rubin Papier Wealth Management
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Summa Corp.
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Edgemoor Investment Advisors, Inc.
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Nicolet Advisory Services, Llc
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EnRich Financial Partners LLC
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Clark Capital Management Group, Inc.
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Traynor Capital Management, Inc.
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Rodgers & Associates, LTD
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Equita Financial Network, Inc.
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Granite Investment Partners, LLC
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Quantinno Capital Management LP
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Register Financial Advisors LLC
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Rsm Us Wealth Management Llc
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Tfo-tdc, Llc
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Townsend Asset Management Corp /nc/ /adv
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Nestegg Advisors, Inc.
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VeraBank, N.A.
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Chicago Partners Investment Group LLC
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Segment Wealth Management, LLC
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SK Wealth Management, LLC
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Ronald Blue Trust, Inc.
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Pure Financial Advisors, Inc.
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Team Hewins, LLC
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Cape Investment Advisory, Inc.
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Golden State Wealth Management, LLC
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Calamos Wealth Management LLC
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Creative Capital Management Investments LLC
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Halbert Hargrove Global Advisors, Llc
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Synovus Financial Corp
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Riverview Capital Advisers, LLC
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Chilton Capital Management Llc
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Gibson Capital, LLC
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Topsail Wealth Management, LLC
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Capital Asset Advisory Services LLC
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Matisse Capital
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Independent Advisor Alliance
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Apollon Wealth Management, LLC
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Oppenheimer Asset Management Inc.
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GHP Investment Advisors, Inc.
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Harbour Investments, Inc.
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Tobias Financial Advisors, Inc.
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Arista Wealth Management, LLC
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Asset Management Group, Inc.
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Cassaday & Co Wealth Management LLC
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Financial Engines Advisors L.L.C.
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Monograph Wealth Advisors, Llc
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Pacifica Partners Inc.
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Talisman Wealth Advisors LLC
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Parr Mcknight Wealth Management Group, Llc
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Wsfs Capital Management, Llc
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Glenview Trust Co
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Capital Advisors, Ltd. LLC
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Phillips Financial Management, Llc
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Grassi Investment Management
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IFG Advisory, LLC
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Hallmark Capital Management Inc
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Auxano Advisors, LLC
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Johnson Financial Group, Inc.
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Guidance Point Advisors, LLC
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Intelligent Financial Strategies
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Cambiar Investors Llc
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CI Private Wealth, LLC
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Hourglass Capital, Llc
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Union Savings Bank
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Grimes & Company, Inc.
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Secure Asset Management, LLC
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Gladstone Institutional Advisory LLC
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Trust Point Inc.
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Vista Wealth Management Group, LLC
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Castle Wealth Management Llc
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Forum Financial Management, LP
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First Manhattan Co
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EPG Wealth Management LLC
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Iron Horse Wealth Management, LLC
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Fiduciary Financial Group, Llc
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NewEdge Wealth, LLC
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Natixis
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Jentner Corp
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Hm Payson & Co
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Caliber Wealth Management, LLC / KS
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Capital International Investors
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Neuberger Berman Group LLC
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Advisory Resource Group
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Widmann Financial Services, Inc.
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Oder Investment Management, LLC
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Highline Wealth Partners Llc
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Fairman Group, LLC
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Coppell Advisory Solutions LLC
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Aberdeen Wealth Management LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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Brown, Lisle/cummings, Inc.
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Pittenger & Anderson Inc
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S.A. Mason LLC
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Forum Private Client Group LLC
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DiMeo Schneider & Associates, L.L.C.
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Whittier Trust Co
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Alpine Global Management, LLC
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LRI Investments, LLC
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Tanager Wealth Management LLP
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Element Pointe Advisors, Llc
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Granite Bay Wealth Management, LLC
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Abacus Wealth Partners, LLC
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Hantz Financial Services, Inc.
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High Note Wealth, LLC
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Clifford Group, LLC
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Voya Investment Management Llc
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Thompson Investment Management, Inc.
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Change Path, LLC
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Bnp Paribas Arbitrage, Sa
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Fifth Third Securities, Inc.
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Cornerstone Management, Inc.
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Magnolia Capital Advisors Llc
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Activest Wealth Management
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Roundview Capital LLC
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
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|
Dynamic Financial Group
|
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|
Smith, Salley & Associates
|
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Schnieders Capital Management Llc
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|
Ledyard National Bank
|
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Jane Street Group, Llc
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Monticello Wealth Management, Llc
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American Investment Services, Inc.
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Gray Private Wealth, LLC
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Nvest Financial, LLC
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Gen-Wealth Partners Inc
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LPF Advisors LLC
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Falcon Wealth Planning
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Ritter Daniher Financial Advisory LLC / DE
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Bristlecone Advisors, LLC
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Alta Wealth Advisors LLC
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Mirador Capital Partners LP
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Peachtree Investment Partners, LLC
|
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|
First Western Trust Bank
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|
Washington Trust Bank
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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MONECO Advisors, LLC
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Toth Financial Advisory Corp
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Schoolcraft Capital LLC
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Kayne Anderson Rudnick Investment Management Llc
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Members Wealth Llc
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Argent Trust Co
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Summit Investment Advisors, Inc.
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Warren Street Wealth Advisors, LLC
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WCG Wealth Advisors LLC
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Guardian Wealth Advisors, Llc / Nc
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Naples Global Advisors, Llc
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Carret Asset Management, Llc
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SageView Advisory Group, LLC
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|
Farmers National Bank
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Boreal Capital Management LLC
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|
Kilter Group LLC
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Cambridge Capital Management, Llc
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Walleye Trading LLC
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QTR Family Wealth, LLC
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Montecito Bank & Trust
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BCJ Capital Management, LLC
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Centerpoint Advisory Group
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Gordian Advisors LLC
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Wick Capital Partners, LLC
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Cullen/frost Bankers, Inc.
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Atlantic Union Bankshares Corp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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City National Bank Of Florida /msd
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Taddei, Ludwig & Associates, Inc.
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Rappaport Reiches Capital Management, LLC
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RMR Capital Management, LLC
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Keel Point, LLC
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Umb Bank N A/mo
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|
Horst & Graben Wealth Management LLC
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|
Triangle Securities Wealth Management
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DB Fitzpatrick & Co, Inc
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Indiana Trust & Investment Management CO
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Prism Advisors, Inc.
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Paragon Capital Management Ltd
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Patten Group, Inc.
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Total Wealth Planning, Llc
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Principal Securities, Inc.
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Spectrum Wealth Counsel, LLC
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Plancorp, LLC
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LOM Asset Management Ltd
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Green Harvest Asset Management LLC
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FDx Advisors, Inc.
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|
Rosenberg Matthew Hamilton
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Miller Investment Management, LP
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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|
|
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|
Advantage Trust Co
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|
Private Capital Management Llc
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Breakwater Capital Group
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HighMark Wealth Management LLC
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Saxon Interests, Inc.
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SJA Financial Advisory, LLC
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Options Solutions, Llc
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Salem Investment Counselors Inc
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J2 Capital Management Inc
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Cetera Investment Advisers
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SC&H Financial Advisors, Inc.
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McCarthy Grittinger Financial Group, LLC
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PDS Planning, Inc
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BEAM Asset Management, LLC
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Morgan Stanley
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Global Wealth Management, LLC
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Gryphon Financial Partners LLC
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AssuredPartners Investment Advisors, LLC
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Rialto Wealth Management, LLC
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Crumly & Associates Inc.
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Bellevue Asset Management, Llc
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Ascent Group, LLC
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Simon Quick Advisors, Llc
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Noble Family Wealth, LLC
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MWA Asset Management
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Maryland Capital Advisors Inc.
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Franklin, Parlapiano, Turner & Welch, LLC
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Willner & Heller, Llc
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Atria Investments Llc
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GeoWealth Management, LLC
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Quadcap Wealth Management, LLC
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Tradition Wealth Management, LLC
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Barnes Wealth Management Group, Inc
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Canvas Wealth Advisors, LLC
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Kestra Investment Management, LLC
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Cambridge Investment Research Advisors, Inc.
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Walkner Condon Financial Advisors LLC
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Painted Porch Advisors LLC
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Fiduciary Wealth Partners, LLC
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Oldfather Financial Services, LLC
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Transce3nd, LLC
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Arbor Investment Advisors, LLC
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GWM Advisors LLC
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Mattern Capital Management, Llc
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Archford Capital Strategies, LLC
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U.S. Capital Wealth Advisors, LLC
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Cedar Mountain Advisors, LLC
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Consolidated Portfolio Review Corp
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Quadrant Private Wealth Management, LLC
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Magnolia Private Wealth, LLC
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Bell Investment Advisors, Inc
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Pensionmark Financial Group, Llc
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Huntington National Bank
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JP Wealth Management, Inc.
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Tranquility Partners, LLC
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Verum Partners LLC
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Regal Investment Advisors LLC
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Perritt Capital Management Inc
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Lyrical Asset Management Lp
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Newton One Investments LLC
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MorganRosel Wealth Management, LLC
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Aft, Forsyth & Company, Inc.
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Ferguson Wellman Capital Management, Inc
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Summit Wealth & Retirement Planning, Inc.
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Hemington Wealth Management
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USAdvisors Wealth Management, LLC
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Twelve Points Wealth Management LLC
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Stuart Chaussee & Associates, Inc.
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Applied Finance Capital Management, LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Saudi Central Bank
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Deroy & Devereaux Private Investment Counsel Inc
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Morris Financial Concepts, Inc.
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Stephens Group Asset Management, Llc
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Whittier Trust Co Of Nevada Inc
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David Kennon Inc
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Accretive Wealth Partners, LLC
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Independent Family Office, LLC
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Hanover Advisors Inc
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Independence Asset Advisors, LLC
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Fragasso Group Inc.
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Parkshore Wealth Management, Inc.
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Bessemer Group Inc
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Bridges Investment Management Inc
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MGB Wealth Management, LLC
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Principal Financial Group Inc
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Integrated Wealth Concepts LLC
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Diversified Portfolios, Inc.
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Community Bank, N.A.
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Td Private Client Wealth Llc
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RiverFront Investment Group, LLC
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Arcadia Wealth Management, LLC
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Orion Capital Management LLC
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Nottingham Advisors, Inc.
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BHK Investment Advisors, LLC
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CHURCHILL MANAGEMENT Corp
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Wesbanco Bank Inc
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Fortis Capital Advisors, LLC
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Atticus Wealth Management, Llc
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Monument Group Wealth Advisors, LLC
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North Capital, Inc.
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Klingman & Associates, LLC
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Ntv Asset Management Llc
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JT Stratford LLC
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Larson Financial Group LLC
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PUREfi Wealth, LLC
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PACK Private Wealth, LLC
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Riverbend Wealth Management, LLC
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Turtle Creek Wealth Advisors, LLC
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Roberts Glore & Co Inc /il/
|
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CNB Bank
|
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Zacks Investment Management
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Finley Financial, LLC
|
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Gamco Investors, Inc. Et Al
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TFC Financial Management
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Capital Group Private Client Services, Inc.
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Sharper & Granite LLC
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
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Fortress Financial Group, Llc
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Harbor Group, Inc.
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Belpointe Asset Management LLC
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Summit X, LLC
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American Trust
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GenWealth Group, Inc.
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Perfromance Wealth Partners, LLC
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Alpha Cubed Investments, LLC
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Capital Advantage, Inc.
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3Chopt Investment Partners, LLC
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PKS Advisory Services, LLC
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Cm Wealth Advisors Llc
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Delap Wealth Advisory, Llc
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Covenant Partners, LLC
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Chicago Wealth Management, Inc.
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High Falls Advisors, Inc
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EBI - RBB Fund Trust - Longview Advantage ETF
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Serenus Wealth Advisors, LLC
|
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Truvestments Capital Llc
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Quotient Wealth Partners, LLC
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Clarius Group, LLC
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Moran Wealth Management, LLC
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Tortoise Investment Management, LLC
|
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Marino, Stram & Associates Llc
|
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Rockbridge Investment Management, LCC
|
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|
Tandem Financial, LLC
|
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|
Massmutual Trust Co Fsb/adv
|
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Gemmer Asset Management LLC
|
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|
Capital Analysts, Inc.
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Massachusetts Financial Services Co /ma/
|
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|
Lokken Investment Group LLC
|
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Cathy Pareto & Associates, Inc
|
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Luts & Greenleigh Group, Inc
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Renaissance Technologies Llc
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Northeast Investment Management
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West Michigan Advisors, Llc
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Ellevest, Inc.
|
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Columbus Macro, LLC
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Foundation Wealth Management, LLC\PA
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HHM Wealth Advisors, LLC
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Mutual Advisors, LLC
|
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Stockman Wealth Management, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Montis Financial, LLC
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|
GGM Financials LLC
|
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Snowden Capital Advisors LLC
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Integrated Investment Consultants, LLC
|
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|
10Elms LLP
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|
Csenge Advisory Group
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|
Elyxium Wealth, LLC
|
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|
Custos Family Office, LLC
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Wells Fargo & Company/mn
|
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|
Horizon Investment Services, LLC
|
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|
Clear Creek Financial Management, LLC
|
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|
Avion Wealth
|
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|
Capital A Wealth Management, LLC
|
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|
CJM Wealth Advisers, Ltd.
|
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|
Insight Inv LLC
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Eagle Strategies LLC
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|
Allium Financial Advisors, Llc
|
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|
Tcw Group Inc
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|
YHB Investment Advisors, Inc.
|
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|
Rf&l Wealth Management, Llc
|
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Cornerstone Wealth Group, LLC
|
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|
Cary Street Partners Financial Llc
|
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|
Scientech Research LLC
|
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|
Elequin Capital Lp
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
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|
Charles Schwab Trust Co
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
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|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
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|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
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|
Brookmont Capital Management
|
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|
Harwood Advisory Group, LLC
|
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|
Resources Investment Advisors, LLC.
|
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|
Highland Capital Management, Llc
|
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|
Cozad Asset Management Inc
|
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|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Claro Advisors LLC
|
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|
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|
|
Signet Financial Management, Llc
|
|
|
|
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|
Objectivity Squared, LLC
|
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|
Thrive Wealth Management, LLC
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|
Hazlett, Burt & Watson, Inc.
|
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|
VSM Wealth Advisory, LLC
|
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Ethos Financial Group, LLC
|
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|
|
Rice Partnership, LLC
|
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|
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|
TFB Advisors LLC
|
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|
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|
Grandfield & Dodd, Llc
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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|
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|
Bear Mountain Capital, Inc.
|
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|
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|
Affinity Capital Advisors, LLC
|
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|
Lakeridge Wealth Management LLC
|
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|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
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|
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|
|
Sage Mountain Advisors LLC
|
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|
|
|
|
Fermata Advisors, LLC
|
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|
Heritage Wealth Management, Inc. /CA/
|
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|
Tull Financial Group, Inc.
|
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|
Nbc Securities, Inc.
|
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|
Syntax Research, Inc.
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Modera Wealth Management, LLC
|
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|
Forte Capital Llc /adv
|
|
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|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Blue Investment Partners LLC
|
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|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
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Jefferies Financial Group Inc.
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MML Series Investment Fund II - MML Equity Fund Initial Class
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Dunhill Financial, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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Northern Trust Corp
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William Howard & Co Financial Advisors Inc
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Citizens Financial Group Inc/ri
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NewSquare Capital LLC
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BlueChip Wealth Advisors LLC
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Oak Family Advisors, Llc
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Kingswood Wealth Advisors, Llc
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Safeguard Financial, LLC
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First Bank & Trust
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Schechter Investment Advisors, LLC
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Argyle Capital Partners, LLC
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Investors Research Corp
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Centricity Wealth Management, LLC
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Main Street Financial Solutions, LLC
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Vanguard Group Inc
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Builder Investment Group Inc /adv
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Level Four Advisory Services, Llc
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Ameriflex Group, Inc.
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Mezzasalma Advisors, LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Tanglewood Legacy Advisors, LLC
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Sterling Capital Management LLC
|
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|
|
POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
|
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|
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|
|
Evermay Wealth Management Llc
|
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|
Greenleaf Trust
|
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Dynamic Advisor Solutions LLC
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Centennial Bank/AR/
|
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TrueWealth Advisors, LLC
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Ewa, Llc
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Pines Wealth Management, LLC
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TD Capital Management LLC
|
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Bleakley Financial Group, LLC
|
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|
|
|
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POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
|
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|
|
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Boston Private Wealth Llc
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Providence First Trust Co
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Atomi Financial Group, Inc.
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Oliver Luxxe Assets LLC
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Evergreen Capital Management Llc
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FSM Wealth Advisors, LLC
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Inspirion Wealth Advisors, Llc
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WealthCollab, LLC
|
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Thomasville National Bank
|
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POM Investment Strategies, LLC
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|
|
Franklin Resources Inc
|
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Legacy Capital Wealth Partners, LLC
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Live Oak Private Wealth LLC
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Lowery Thomas, Llc
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FC Advisory LLC
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Tsfg, Llc
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Cfm Wealth Partners Llc
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Regimen Wealth, Llc
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Addison Advisors LLC
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Morgan Dempsey Capital Management Llc
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Glenmede Investment Management, LP
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Jfs Wealth Advisors, Llc
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Lwm Advisors Inc
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Seven Mile Advisory
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Flaharty Asset Management, LLC
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Easterly Investment Partners Llc
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Coastal Bridge Advisors, LLC
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Pettyjohn, Wood & White, Inc
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|
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Us Bancorp \de\
|
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|
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Forthright Family Wealth Advisory LLC
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GFS Advisors, LLC
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Accredited Wealth Management, LLC
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Platform Technology Partners
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Exencial Wealth Advisors, Llc
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Hamilton Point Investment Advisors, LLC
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Advisor Group Holdings, Inc.
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Quaker Wealth Management, LLC
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Montag A & Associates Inc
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Watts Gwilliam & Co., LLC
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Ironsides Asset Advisors, LLC
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Chapin Davis, Inc.
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Astoria Strategic Wealth, Inc.
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Eastern Bank
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Nicholas Hoffman & Company, LLC.
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Beaird Harris Wealth Management, LLC
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Keebeck Wealth Management, LLC
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Relyea Zuckerberg Hanson LLC
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West Bancorporation Inc
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Independence Bank of Kentucky
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Envestnet Portfolio Solutions, Inc.
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Arlington Financial Advisors, LLC
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Pecaut & Co.
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North Star Investment Management Corp.
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Palouse Capital Management, Inc.
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New Republic Capital, LLC
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Bordeaux Wealth Advisors LLC
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Fifth Third Bancorp
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SlateStone Wealth, LLC
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Verus Wealth Management, Llc
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Garrett Investment Advisors LLC
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Stage Harbor Financial, Llc
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Palisade Asset Management, LLC
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Retirement Income Solutions, Inc
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Triad Wealth Partners, LLC
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Fiduciary Alliance LLC
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Horizons Wealth Management
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|
FineMark National Bank & Trust
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LWM Advisory Services, LLC
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Callan Family Office, LLC
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Old North State Trust, LLC
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Regions Financial Corp
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|
Pillar Financial Advisors, LLC
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|
Goldman Sachs Group Inc
|
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Signature Estate & Investment Advisors Llc
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Melfa Wealth Management, Llc
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First Merchants Corp
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Core Wealth Advisors, Inc.
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Quent Capital, LLC
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Circle Wealth Management, LLC
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VisionPoint Advisory Group, LLC
|
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Spinnaker Trust
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Diversify Wealth Management, Llc
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Sicart Associates LLC
|
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Insigneo Advisory Services, Llc
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Brighton Jones Llc
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Beech Hill Advisors, Inc.
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Central Pacific Bank - Trust Division
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Onyx Bridge Wealth Group LLC
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Legacy Bridge, LLC
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RMB Capital Management, LLC
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Windsor Advisory Group, LLC
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Richardson Capital Management LLC
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Fft Wealth Management Llc
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C M Bidwell & Associates Ltd
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West Financial Advisors, LLC
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Bridgewater Advisors Inc.
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PFW Advisors LLC
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Coordinated Financial Services, Inc./CO
|
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|
Capital Performance Advisors Llp
|
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|
CRA Financial Services, LLC
|
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|
Congress Wealth Management LLC / DE /
|
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|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
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|
|
Choate Investment Advisors
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|
Schaper Benz & Wise Investment Counsel Inc/wi
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Harmony Asset Management Llc
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Arvest Investments, Inc.
|
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Parkworth Wealth Management, Inc.
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Towerpoint Wealth, LLC
|
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|
Opes Wealth Management LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Miramar Fiduciary Corp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
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|
James Investment Research Inc
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IAG Wealth Partners, LLC
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|
Ullmann Financial Group, Inc.
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|
Balboa Wealth Partners
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Sagespring Wealth Partners, Llc
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Financial Gravity Companies, Inc.
|
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|
Woodmont Investment Counsel Llc
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Raymond James Financial Inc
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|
|
Legacy Trust
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
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|
Formidable Asset Management, LLC
|
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|
Paulson Wealth Management Inc.
|
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|
Prosperity Consulting Group, LLC
|
|
|
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|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
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|
|
|
|
Greenhouse Wealth Management, LLC
|
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|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
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|
Avalon Trust Co
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Park Place Capital Corp
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SRS Capital Advisors, Inc.
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Coordinated Financial Services, Inc.
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
St Germain D J Co Inc
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|
V2 Financial group LLC
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|
Eldridge Investment Advisors, Inc.
|
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|
Greenspring Advisors, LLC
|
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|
Pathway Financial Advisors LLC
|
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|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
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|
Stableford Capital Ii Llc
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|
AlTi Global, Inc.
|
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|
Journey Advisory Group, LLC
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FSA Wealth Management LLC
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|
Wealth Dimensions Group, Ltd.
|
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|
|
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|
Perigon Wealth Management, LLC
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DSG Capital Advisors, LLC
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|
Tocqueville Asset Management L.p.
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|
Oakworth Capital, Inc.
|
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|
BCGM Wealth Management, LLC
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|
Glass Jacobson Investment Advisors llc
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|
Stephens Consulting, LLC
|
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|
Watchman Group, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
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|
Advisory Alpha, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
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|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Smead Capital Management, Inc.
|
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|
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Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
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|
|
|
|
Planwiser Financial, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
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|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
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|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
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|
Millstone Evans Group, LLC
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TCTC Holdings, LLC
|
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Patriot Investment Management Inc.
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EdgeRock Capital LLC
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|
Koshinski Asset Management, Inc.
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
Mml Investors Services, Llc
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|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
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Future Financial Wealth Managment LLC
|
|
|
|
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|
Tudor Financial Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
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|
Awm Capital, Llc
|
|
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|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
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|
Janney Capital Management LLC
|
|
|
|
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|
Bank of New York Mellon Corp
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
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|
Occidental Asset Management, LLC
|
|
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|
Mariner, LLC
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|
Financial Insights, Inc.
|
|
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|
Weatherly Asset Management L. P.
|
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|
|
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|
Marquette Asset Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
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|
Evergreen Advisors, LLC
|
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|
|
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|
GW&K Investment Management, LLC
|
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|
Apexium Financial, Lp
|
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|
River Road Asset Management, LLC
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|
Financial Advisors, LLC
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|
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|
Hartland & Co., LLC
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|
JDM Financial Group LLC
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Sig Brokerage, Lp
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|
Bailard, Inc.
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|
Kmg Fiduciary Partners, Llc
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|
Empower Advisory Group, LLC
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|
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|
Stephens Inc /ar/
|
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|
Keb Asset Management, Llc
|
|
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|
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|
Dakota Wealth Management
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|
|
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|
Pathstone Holdings, LLC
|
|
|
|
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|
Jacobi Capital Management LLC
|
|
|
|
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|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
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|
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Kathmere Capital Management, LLC
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Farther Finance Advisors, LLC
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LJI Wealth Management, LLC
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Heritage Financial Services, LLC
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Putnam Fl Investment Management Co
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UBS Group AG
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Westshore Wealth, LLC
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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Symphony Financial, Ltd. Co.
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Key FInancial Inc
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Frederick Financial Consultants, LLC
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Logan Capital Management Inc
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Stephenson & Company, Inc.
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Tanaka Capital Management Inc
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CoreCap Advisors, LLC
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Johns Hopkins University
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Voya Global Advantage & Premium Opportunity Fund
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BlackRock, Inc.
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Hamilton Capital, LLC
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Main Street Group, LTD
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Clarity Financial LLC
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Wedbush Securities Inc
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Financial Life Planners
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HBK Sorce Advisory LLC
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SP Asset Management LLC
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First PREMIER Bank
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GLOBALT Investments LLC / GA
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IFP Advisors, Inc
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Lee Danner & Bass Inc
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Newport Capital Group, LLC
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Wind River Trust Co
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CENTRAL TRUST Co
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Nfj Investment Group, Llc
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Sand Hill Global Advisors, LLC
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Front Row Advisors LLC
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IFS Advisors, LLC
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Modern Wealth Management, LLC
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Next Capital Management LLC
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Manhattan West Asset Management, LLC
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Pacific Life Fund Advisors LLC
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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Lodestar Private Asset Management Llc
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Cypress Capital Advisors, LLC
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Wetherby Asset Management Inc
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Capital Investment Counsel, Inc
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Ironwood Investment Counsel, LLC
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Collaborative Wealth Managment Inc.
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Loomis Sayles & Co L P
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Foundations Investment Advisors, LLC
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IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
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Kanawha Capital Management Llc
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Quest 10 Wealth Builders, Inc.
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Ieq Capital, Llc
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Advisory Services Network, LLC
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Hardy Reed LLC
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Selective Wealth Management, Inc.
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Stratos Wealth Advisors, LLC
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Chapman Financial Group, Llc
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Soltis Investment Advisors LLC
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GPS Wealth Strategies Group, LLC
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Rise Advisors, LLC
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RWM Asset Management, LLC
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Fourth Dimension Wealth, LLC
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Chung Wu Investment Group, LLC
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Van Eck Associates Corp
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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CFS Investment Advisory Services, LLC
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Fairvoy Private Wealth, LLC
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Cwm, Llc
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Mv Capital Management, Inc.
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Tower Research Capital LLC (TRC)
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Smith & Howard Wealth Management, LLC
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Providence Capital Advisors, LLC
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Hoey Investments, Inc
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Gts Securities Llc
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Mycio Wealth Partners, Llc
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Wellspring Financial Advisors, LLC
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Captrust Financial Advisors
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Sierra Capital LLC
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Delta Asset Management Llc/tn
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Steel Peak Wealth Management LLC
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Hollencrest Capital Management
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Financial Perspectives, Inc
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Archer Investment Corp
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Confluence Investment Management Llc
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Becker Capital Management Inc
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Grove Bank & Trust
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RMR Wealth Builders
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Chesley Taft & Associates LLC
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American Institute for Advanced Investment Management, LLP
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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Watershed Private Wealth Llc
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Leavell Investment Management, Inc.
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Avantax Advisory Services, Inc.
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Bbr Partners, Llc
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Parallax Volatility Advisers, L.P.
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Petredis Investment Advisors Llc
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Cobblestone Capital Advisors Llc /ny/
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Trust Co Of Vermont
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Private Wealth Asset Management, LLC
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Citadel Advisors Llc
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Mesirow Financial Investment Management, Inc.
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Renasant Bank
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Adviser Investments LLC
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Atlas Brown,Inc.
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Arbor Wealth Advisors LLC
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Brinker Capital Investments, LLC
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Moneta Group Investment Advisors Llc
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Sigma Planning Corp
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
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Colony Group, LLC
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First Financial Corp /in/
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Sofos Investments, Inc.
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Farmers Trust Co
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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Farmers & Merchants Trust Co of Long Beach
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Osborne Partners Capital Management, Llc
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Badgley Phelps Wealth Managers, LLC
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InvesTrust
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Matrix Private Capital Group Llc
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Lunt Capital Management, Inc.
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Daymark Wealth Partners, Llc
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Fiduciary Advisors, Inc.
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Aprio Wealth Management, LLC
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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Money Concepts Capital Corp
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Beacon Investment Advisory Services, Inc.
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Taylor, Cottrill, Erickson & Associates, Inc.
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Navigation Wealth Management, Inc.
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Berkeley Capital Partners, LLC
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Delta Financial Group, Inc.
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Oxford Financial Group Ltd
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Nwam Llc
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Sanibel Captiva Trust Company, Inc.
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SG Americas Securities, LLC
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Tanglewood Wealth Management, Inc.
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Rebalance, Llc
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Baron Financial Group, LLC
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Frazier Financial Advisors, LLC
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National Asset Management, Inc.
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Vestmark Advisory Solutions, Inc.
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We Are One Seven, LLC
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Donaldson Capital Management, Llc
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Pinnacle Wealth Management Group, Inc.
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Md Sass Investors Services Inc
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Coldstream Capital Management Inc
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Mayflower Financial Advisors, LLC
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Facet Wealth, Inc.
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Trilogy Capital Inc.
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Annex Advisory Services, LLC
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Sollinda Capital Management LLC
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Jmac Enterprises Llc
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Benchmark Financial Wealth Advisors, LLC
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Berkeley, Inc
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Mackenzie Financial Corp
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Wealth Management Partners, LLC
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McClarren Financial Advisors, Inc.
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SilverOak Wealth Management LLC
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Fiduciary Trust Co
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Rockland Trust Co
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First Business Financial Services, Inc.
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Wealthcare Advisory Partners LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
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|
Washington Trust Advisors, Inc.
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|
Market Street Wealth Management Advisors Llc
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Global Trust Asset Management, LLC
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|
Aptus Capital Advisors, LLC
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|
Lake Street Financial Llc
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|
Invenio Wealth Partners Llc
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|
Janney Montgomery Scott LLC
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|
Sharkey, Howes & Javer
|
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|
Mission Wealth Management, Lp
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|
Cypress Capital Group
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Future You Wealth Llc
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Vivaldi Capital Management, LLC
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Fifth Third Wealth Advisors LLC
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Greenwood Gearhart Inc
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Alpha Financial Advisors, LLC
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GenTrust, LLC
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Echo Wealth Management, LLC
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Financial Guidance Group, Inc.
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Colonial Trust Co / SC
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Central Valley Advisors, Llc
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Richards, Merrill & Peterson, Inc.
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VestGen Advisors, LLC
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jvl associates llc
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Spirepoint Private Client, Llc
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|
Aegis Wealth Management LLC
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|
Hills Bank & Trust Co
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CVA Family Office, LLC
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Sunburst Financial Group, LLC
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Ogorek Anthony Joseph /ny/ /adv
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JSF Financial, LLC
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|
Ritholtz Wealth Management
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Simplicity Wealth,LLC
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Verus Capital Partners, Llc
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Resonant Capital Advisors, LLC
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Abound Wealth Management
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Robinson Value Management, Ltd.
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Game Plan Financial Advisors, LLC
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Kesler, Norman & Wride, LLC
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SOA Wealth Advisors, LLC.
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Wbh Advisory Inc
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Hurley Capital, LLC
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Monument Capital Management
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Robinson Smith Wealth Advisors Llc
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Prosperity Planning, Inc.
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|
Evercore Wealth Management, LLC
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Berkshire Asset Management Llc/pa
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|
Wrapmanager Inc
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S.E.E.D. Planning Group LLC
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SJS Investment Consulting Inc.
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Ridgewood Investments LLC
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Stonebrook Private Inc.
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|
Nicolet Bankshares Inc
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|
Nations Financial Group Inc, /ia/ /adv
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|
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|
Roxbury Financial LLC
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|
|
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|
Lighthouse Financial LLC
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|
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|
M&t Bank Corp
|
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|
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|
Meritage Portfolio Management
|
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|
|
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|
Truist Financial Corp
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|
|
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|
Ashton Thomas Private Wealth, LLC
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Schroder Investment Management Group
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Endeavor Private Wealth, Inc.
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|
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|
Centaurus Financial, Inc.
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|
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|
Manuka Financial, LLC
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|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
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|
|
|
|
Jaffetilchin Investment Partners, LLC
|
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|
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|
Glenmede Trust Co Na
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|
Moloney Securities Asset Management, LLC
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|
Apella Capital, LLC
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|
Allspring Global Investments Holdings, LLC
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|
Burke & Herbert Bank & Trust Co
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|
Eight 31 Financial Llc
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|
Monetary Management Group Inc
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|
Tarbox Family Office, Inc.
|
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|
Mainstream Capital Management LLC
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Matrix Asset Advisors Inc/ny
|
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|
Oarsman Capital, Inc.
|
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|
PBMares Wealth Management LLC
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|
Asset Dedication, LLC
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Sigma Investment Counselors Inc
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|
Good Life Advisors, LLC
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|
Bruce G. Allen Investments, LLC
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|
Ancora Advisors, LLC
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Emerald Investment Partners, Llc
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Ameritas Investment Partners, Inc.
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|
Luminist Capital LLC
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|
Proathlete Wealth Management Llc
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|
Integrity Financial Corp /WA
|
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|
Dentgroup LLC
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|
PrairieView Partners, LLC
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Tcfg Wealth Management, Llc
|
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West Paces Advisors Inc.
|
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|
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|
Towercrest Capital Management
|
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|
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|
Mercer Global Advisors Inc /adv
|
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|
|
|
|
Gibbs Wealth Management
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|
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|
Vantage Point Financial LLC
|
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|
Ellis Investment Partners, LLC
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|
AE Wealth Management LLC
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|
Armstrong Advisory Group, Inc
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|
Zhang Financial LLC
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Nuveen, LLC
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Beacon Pointe Advisors, LLC
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Goelzer Investment Management, Inc.
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Buckhead Capital Management Llc
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J.w. Cole Advisors, Inc.
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|
Gallacher Capital Management LLC
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Zions Bancorporation, National Association /ut/
|
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|
Private Wealth Partners, LLC
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|
New England Private Wealth Advisors LLC
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Legacy Wealth Managment, LLC/ID
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Great Lakes Advisors, Llc
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Northern Oak Wealth Management Inc
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Elliott Investment Management L.P.
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Insight 2811, Inc.
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Bannerman Wealth Management Group, Llc
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Ballentine Partners, LLC
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Pineridge Advisors LLC
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Aaron Wealth Advisors LLC
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JFG Wealth Management, LLC
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|
Hoese & Co LLP
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Orgel Wealth Management, LLC
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Pinnacle Financial Partners Inc
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HighTower Advisors, LLC
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Signaturefd, Llc
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Doliver Advisors, Lp
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Flagship Harbor Advisors, Llc
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BSW Wealth Partners
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Wilkins Miller Wealth Management, LLC
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Kovitz Investment Group Partners, LLC
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EP Wealth Advisors, Inc.
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Comprehensive Financial Management LLC
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Financial Advisory Service, Inc.
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Accredited Investors Inc.
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Hilltop Holdings Inc.
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
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Pnc Financial Services Group, Inc.
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