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Midwest Trust Co
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Gs Investments, Inc.
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Parisi Gray Wealth Management
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Federation des caisses Desjardins du Quebec
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Warner Financial, Inc
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My Legacy Advisors, LLC
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Verus Capital Partners, Llc
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Calamos Wealth Management LLC
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Weiss Asset Management LP
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Wood Tarver Financial Group, LLC
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360 Financial, Inc.
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Stegner Investment Associates Inc.
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Annandale Capital, LLC
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Brown Brothers Harriman & Co
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Carrera Capital Advisors
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LPRAX - BlackRock Funds III - BlackRock LifePath Dynamic Retirement Fund Investor A Shares
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Kmg Fiduciary Partners, Llc
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Skopos Labs, Inc.
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Legacy Wealth Managment, LLC/ID
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Keeley-Teton Advisors, LLC
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Resources Investment Advisors, LLC.
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New England Capital Financial Advisors LLC
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Dagco, Inc.
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Mutual Advisors, LLC
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Point72 (DIFC) Ltd
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Zacks Investment Management
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Ananym Capital Management, LP
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Acuitas Investments, LLC
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Pachira Investments Inc.
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Crews Bank & Trust
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Transcendent Capital Group LLC
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Hidden Lake Asset Management LP
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Massmutual Trust Co Fsb/adv
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Allen Mooney & Barnes Investment Advisors LLC
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Paragon Private Wealth Management, LLC
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Dorsey & Whitney Trust CO LLC
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Sawyer & Company, Inc
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Bellevue Group AG
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Pittenger & Anderson Inc
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Game Plan Financial Advisors, LLC
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StoneX Group Inc.
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Robertson Stephens Wealth Management, LLC
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NFP Retirement, Inc.
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Alley Investment Management Company, LLC
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49 Wealth Management, Llc
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Dimension Capital Management Llc
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Tocqueville Asset Management L.p.
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Embree Financial Group
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Investmark Advisory Group LLC
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Meridian Wealth Partners, LLC
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DAVENPORT & Co LLC
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Venturi Wealth Management, LLC
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Rockwood Wealth Management, LLC
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American Institute for Advanced Investment Management, LLP
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Sei Investments Co
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Scotia Capital Inc.
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Verdence Capital Advisors LLC
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Money Concepts Capital Corp
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Stillwater Capital Advisors, LLC
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Summit Financial Strategies, Inc.
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Northwest Capital Management Inc
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Kavar Capital Partners Group, Llc
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Brian Low Financial Group, Llc
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IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I
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Clearline Capital LP
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Bright Futures Wealth Management, LLC.
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ORG Partners LLC
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CALIFORNIA FIRST LEASING Corp
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Finley Financial, LLC
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Alpha DNA Investment Management LLC
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Garda Capital Partners Lp
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Gateway Wealth Partners, LLC
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Harris Associates L P
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Gen-Wealth Partners Inc
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Heritage Investment Group, Inc.
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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Christopher J. Hasenberg, Inc
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Tandem Financial, LLC
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Wellington Shields Capital Management, LLC
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RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
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Crewe Advisors LLC
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Mechanics Financial Corp
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Factory Mutual Insurance Co
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Destination Wealth Management
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Beacon Capital Management, Inc.
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Parallax Volatility Advisers, L.P.
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Vise Technologies, Inc.
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Permanent Capital Management, LP
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Stairway Partners, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Sequoia Financial Advisors, LLC
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FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund
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Nwam Llc
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Wallace Advisory Group, LLC
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RHTX - Starboard Investment Trust - RH Tactical Outlook ETF
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Hrt Financial Lp
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IAG Wealth Partners, LLC
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Coastal Investment Advisors, Inc.
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Nuveen, LLC
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S.A. Mason LLC
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Brown Financial Advisory
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Shelton Wealth Management, Llc
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Strategic Wealth Partners, Ltd.
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Detalus Advisors, LLC
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Guggenheim Strategic Opportunities Fund
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Obermeyer Wood Investment Counsel, Lllp
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Marshall & Sterling Wealth Advisors Inc.
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Alteri Wealth LLC
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Maia Wealth LLC
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Redmont Wealth Advisors Llc
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Fulton Breakefield Broenniman Llc
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East Coast Asset Management, LLC.
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Cantor Fitzgerald, L. P.
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Camelot Technology Advisors, Inc.
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Cyndeo Wealth Partners, LLC
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PKO Investment Management Joint-Stock Co
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First Community Trust Na
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Caldwell Securities, Inc
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Shared Vision Wealth Group LLC
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West Bancorporation Inc
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Boston Research & Management Inc
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BlueCrest Capital Management Ltd
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Ssi Investment Management Llc
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Halbert Hargrove Global Advisors, Llc
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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GPS Wealth Strategies Group, LLC
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Dearborn Partners Llc
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Ancora Advisors, LLC
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Two Sigma Investments, Lp
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Marcum Wealth, LLC
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Janney Capital Management LLC
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Integrity Investment Advisors, LLC
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Asset Dedication, LLC
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Valmark Advisers, Inc.
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Paloma Partners Management Co
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Continuum Advisory, LLC
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Evernest Financial Advisors, LLC
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Savvy Advisors, Inc.
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Aurora Private Wealth, Inc.
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ZEGA Investments, LLC
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Investor's Fiduciary Advisor Network, LLC
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Madden Advisory Services, Inc.
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Bond & Devick Financial Network, Inc.
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Smith Shellnut Wilson Llc /adv
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Capital Investment Advisory Services, LLC
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Everhart Financial Group, Inc.
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ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
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Everett Harris & Co /ca/
|
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|
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|
M&t Bank Corp
|
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|
Lynch & Associates/in
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|
Greenland Capital Management LP
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|
Northwest Financial Advisors
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|
Corvex Management LP
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Helium Advisors LLC
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WealthPlan Investment Management, LLC
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Regions Financial Corp
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Sepio Capital, LP
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Oak Harbor Wealth Partners, Llc
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Private Advisor Group, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Twin Tree Management, LP
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Exchange Traded Concepts, Llc
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Rik Saylor Financial, Inc.
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Horizon Bancorp Inc /in/
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Daymark Wealth Partners, Llc
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Accredited Wealth Management, LLC
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Brown Advisory Inc
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Mengis Capital Management, Inc.
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Atlas Brown,Inc.
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Perbak Capital Partners LLP
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Forza Wealth Management, LLC
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Concurrent Investment Advisors, LLC
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|
Natixis
|
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Impact Partnership Wealth, LLC
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Park Edge Advisors, LLC
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Allodium Investment Consultants, LLC
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Prairie Wealth Advisors, Inc.
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Lee Danner & Bass Inc
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Carnegie Capital Asset Management, LLC
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Octavia Wealth Advisors, LLC
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Bluefin Capital Management, Llc
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New England Asset Management Inc
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Summit Wealth Group, LLC
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|
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares
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|
Premier Financial Group
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Principal Financial Group Inc
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JB Capital LLC
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Round Rock Advisors, LLC
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Boothbay Fund Management, Llc
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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|
Covenant Partners, LLC
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|
Stratos Wealth Advisors, LLC
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|
Creative Planning
|
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|
Woodside Wealth Management LLC
|
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|
Bank of Jackson Hole Trust
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|
Anchor Investment Management, LLC
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|
Cary Street Partner Investment Advisory Llc
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|
Allianz Asset Management GmbH
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|
Hudson Portfolio Management LLC
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|
Creative Capital Management Investments LLC
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|
Interval Partners, LP
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|
Advanced Asset Management Advisors Inc
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|
Vident Advisory, LLC
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Mindset Wealth Management, Llc
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|
CRA Financial Services, LLC
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|
BankPlus Wealth Management LLC
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Circle Wealth Management, LLC
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|
Corre Partners Management, LLC
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|
National Bank Of Canada /fi/
|
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|
Titleist Asset Management, Llc
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|
Newton One Investments LLC
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|
C2C Wealth Management, LLC
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|
Shelton Capital Management
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
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|
Betterment LLC
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|
Allegheny Financial Group LTD
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Mpwm Advisory Solutions, Llc
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NWF Advisory Services Inc.
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MTM Investment Management, LLC
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Duquesne Family Office LLC
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|
Kanawha Capital Management Llc
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|
Insight Wealth Strategies, LLC
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|
Summit Financial, LLC
|
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|
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|
Summit Wealth Group Llc / Co
|
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|
Hsbc Holdings Plc
|
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|
Bristlecone Advisors, LLC
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|
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|
Inman Jager Wealth Management, LLC
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|
Zrc Wealth Management, Llc
|
|
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|
Heritage Trust Co
|
|
|
|
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|
Stage Harbor Financial, Llc
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|
Fire Capital Management LLC
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|
Zullo Investment Group, Inc.
|
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Monterey Private Wealth, Inc.
|
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|
Loomis Sayles & Co L P
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Phillips Financial Management, Llc
|
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|
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|
Avion Wealth
|
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|
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|
Seacrest Wealth Management, Llc
|
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|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
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|
Welch & Forbes Llc
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|
Jackson Square Capital, Llc
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|
Nantahala Capital Management, LLC
|
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|
Orin Green Financial, LLC
|
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|
Cerity Partners LLC
|
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|
Diversified Enterprises, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
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|
Pine Ridge Advisers LLC
|
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|
Lakeshore Financial Planning, Inc.
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|
Aspen Capital Management, LLC
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Market Street Wealth Management Advisors Llc
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|
Beaton Management Co. Inc.
|
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|
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|
Cascade Wealth Advisors, Inc
|
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Provident Wealth Management, LLC
|
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|
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|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Rovida Investment Management Ltd
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
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|
|
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|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
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|
HFG Advisors, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
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|
|
|
|
BLKBRD Asset Management, LP
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
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|
Neuberger Berman Group LLC
|
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|
|
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|
Principal Securities, Inc.
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|
Savant Capital, LLC
|
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|
Howard Capital Management Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
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|
Ctc Llc
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|
|
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|
Colony Group, LLC
|
|
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|
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|
Bill Few Associates, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
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|
|
|
|
JCIC Asset Management Inc.
|
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LM Advisors LLC
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Kaydan Wealth Management, Inc.
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Fifth Third Securities, Inc.
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Motiv8 Investments LLC
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First Horizon Advisors, Inc.
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Heritage Wealth Advisors
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Allium Financial Advisors, Llc
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Delos Wealth Advisors, LLC
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Front Row Advisors LLC
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Sonata Capital Group Inc
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Evolution Wealth Advisors, LLC
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
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New England Professional Planning Group Inc.
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Brookstone Capital Management
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Chilton Capital Management Llc
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Diameter Capital Partners LP
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RPG Investment Advisory, LLC
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Cannell Capital Llc
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Aua Capital Management, Llc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Basso Capital Management, L.p.
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Clarius Group, LLC
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High Net Worth Advisory Group LLC
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Balentine LLC
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Daner Wealth Management, LLC
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Neumann Capital Management, LLC
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Brighton Jones Llc
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Blue Bell Private Wealth Management, Llc
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Morse Asset Management, Inc
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Triad Wealth Partners, LLC
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Madison Wealth Partners, Inc
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Calton & Associates, Inc.
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Disciplined Investments, LLC
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Montgomery Investment Management Inc
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Crowley Wealth Management, Inc.
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Kelman-Lazarov, Inc.
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RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
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CWC Advisors, LLC.
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VestGen Advisors, LLC
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BW Gestao de Investimentos Ltda.
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Clifford Swan Investment Counsel Llc
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Caliber Wealth Management, LLC / KS
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PFS Partners, LLC
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Holistic Planning, LLC
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Idaho Trust Bank
|
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Horizons Wealth Management
|
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DG Capital Management, LLC
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Bank OZK
|
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Meridian Management Co
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Parkside Investments, LLC
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Politan Capital Management LP
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Peregrine Asset Advisers, Inc.
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Stanich Group LLC
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Adviser Investments LLC
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Lockerman Financial Group, Inc.
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Washington Trust Bank
|
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American Financial Advisors, LLC
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Shay Capital LLC
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Fort Sheridan Advisors Llc
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Nordwand Advisors, LLC
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Signal Tree Financial Partners Llc
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Prospera Financial Services Inc
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MYDA Advisors LLC
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Jpmorgan Chase & Co
|
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Financial Advisory Corp /ut/ /adv
|
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Summit Wealth Partners, LLC
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Highline Wealth Partners Llc
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Millennium Management Llc
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Atomi Financial Group, Inc.
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Pacific Financial Group Inc
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Personal Cfo Solutions, Llc
|
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Bigelow Investment Advisors, LLC
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Ledyard National Bank
|
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Wealthgarden F.s. Llc
|
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Townsquare Capital Llc
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Green Square Capital Advisors Llc
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Albion Financial Group /ut
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CX Institutional
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
Sandy Spring Bank
|
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|
Beaumont Financial Advisors, LLC
|
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|
Schneider Downs Wealth Management Advisors, LP
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|
Westwood Holdings Group Inc
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|
Stonebridge Financial Group, LLC
|
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Chicago Capital, LLC
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Bailard, Inc.
|
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BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
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|
Community Bank of Raymore
|
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|
Castle Hook Partners LP
|
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|
Central Bank & Trust Co
|
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|
Kestra Private Wealth Services, Llc
|
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|
Okabena Investment Services Inc
|
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|
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
|
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|
Capitol Family Office, Inc.
|
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|
Old Mission Capital Llc
|
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|
TRUE Private Wealth Advisors
|
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|
Hillcrest Wealth Advisors - NY, LLC
|
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|
Arcadia Investment Management Corp/mi
|
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Cordant, Inc.
|
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Discovery Capital Management, Llc / Ct
|
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G2 Capital Management, Llc / Oh
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Berkshire Money Management, Inc.
|
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|
Wealth Management Partners, LLC
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Helix Partners Management LP
|
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|
Sage Financial Group Inc
|
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|
Financial Advisors, LLC
|
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|
LJI Wealth Management, LLC
|
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|
Bienville Capital Management, LLC
|
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|
Philosophy Capital Management LLC
|
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|
Ronald Blue Trust, Inc.
|
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|
Consolidated Planning Corp
|
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|
Leo Wealth, LLC
|
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|
Pflug Koory, LLC
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
|
|
|
JSBSX - JPMORGAN TRUST IV - JPMorgan SmartRetirement Blend 2065 Fund Class I
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
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|
|
Magnus Financial Group LLC
|
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|
First Manhattan Co
|
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|
Burling Wealth Partners, Llc
|
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|
Burney Co/
|
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|
Brevan Howard Capital Management LP
|
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|
Armor Investment Advisors, LLC
|
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|
Bank Of Montreal /can/
|
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|
Macquarie Group Ltd
|
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|
Drexel Morgan & Co.
|
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|
Fairview Capital Investment Management, Llc
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Francis Financial, Inc.
|
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|
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|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
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|
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|
Reuter James Wealth Management, Llc
|
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|
|
Keel Point, LLC
|
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|
|
First Merchants Corp
|
|
|
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|
|
McElhenny Sheffield Capital Management, LLC
|
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|
L2 Asset Management, LLC
|
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|
|
Roxbury Financial LLC
|
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|
|
Capital Group Private Client Services, Inc.
|
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|
|
|
|
TCP Asset Management, LLC
|
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|
|
|
|
180 Wealth Advisors, Llc
|
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|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
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|
|
|
|
Sapient Capital Llc
|
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|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
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|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Wolfstich Capital, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Immersion Capital LLP
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
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|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Entrewealth, Llc
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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McAdam, LLC
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Menora Mivtachim Holdings Ltd.
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Ironwood Investment Counsel, LLC
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Equitable Trust Co
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Fiera Capital Corp
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BancorpSouth Bank
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Capital Advisors, Ltd. LLC
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Smith & Howard Wealth Management, LLC
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Cim Investment Mangement Inc
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Miracle Mile Advisors, LLC
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Exchange Bank
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Elequin Capital Lp
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Mandatum Life Insurance Co Ltd
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Acropolis Investment Management, LLC
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Ritholtz Wealth Management
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Bbr Partners, Llc
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Pps&v Asset Management Consultants, Inc.
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Cortland Associates Inc/mo
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Hickory Point Bank & Trust
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Evermay Wealth Management Llc
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Woodmont Investment Counsel Llc
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Fidelis Capital Partners, LLC
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Forum Private Client Group LLC
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Glassman Wealth Services
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Paulson Wealth Management Inc.
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Sax Wealth Advisors, Llc
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Wakefield Asset Management LLLP
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Vienna Asset Management LLC
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Davis Investment Partners, LLC
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Collective Family Office Llc
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SkyOak Wealth, LLC
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Lpwm Llc
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Waldron Private Wealth LLC
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Valiant Capital Management, L.P.
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BTG Pactual Asset Management US LLC
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|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
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Richmond Investment Services, LLC
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DecisionPoint Financial, LLC
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Cito Capital Group, LLC
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Cresset Asset Management, LLC
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Cooper/haims Advisors, Llc
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Olistico Wealth, LLC
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3Chopt Investment Partners, LLC
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Journey Advisory Group, LLC
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Sigma Planning Corp
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First PREMIER Bank
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Systematic Alpha Investments, LLC
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Edenbrook Capital, LLC
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Tempus Wealth Planning, LLC
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Frederick Financial Consultants, LLC
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Johnson Investment Counsel Inc
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Juncture Wealth Strategies, Llc
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NCM Capital Management, LLC
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Woodstock Corp
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Allianz Se
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Beaird Harris Wealth Management, LLC
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Pvg Asset Management Corp
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Colonial Trust Advisors
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JDM Financial Group LLC
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Flagstone Financial Management
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McCollum Christoferson Group LLC
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Endeavor Private Wealth, Inc.
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Chelsea Counsel Co
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Integrity Financial Corp /WA
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Pettyjohn, Wood & White, Inc
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SimpliFi, Inc.
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Samalin Investment Counsel, LLC
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Murphy & Mullick Capital Management Corp
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Topsail Wealth Management, LLC
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Candlestick Capital Management LP
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HighTower Advisors, LLC
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Renasant Bank
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Advocate Group Llc
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GWM Advisors LLC
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McKinley Carter Wealth Services, Inc.
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Crescent Grove Advisors, LLC
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Moloney Securities Asset Management, LLC
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Omega Financial Group, LLC
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Americana Partners, LLC
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Essex Savings Bank
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Tiaa Trust, National Association
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Mma Asset Management Llc
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Red Tortoise LLC
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Mount Yale Investment Advisors, LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Boston Trust Walden Corp
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IPG Investment Advisors LLC
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Redwood Wealth Management Group, LLC
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Sowell Financial Services LLC
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Keystone Wealth Services, LLC
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SCS Capital Management LLC
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Rollins Financial Advisors, LLC
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BlackRock, Inc.
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TPG Financial Advisors, LLC
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Founders Grove Wealth Partners, Llc
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Nbc Securities, Inc.
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Horan Capital Advisors, LLC.
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Partners Capital Investment Group, Llp
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Advisors Management Group Inc /adv
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DiMeo Schneider & Associates, L.L.C.
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Fca Corp /tx
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HORAN Wealth, LLC
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Prime Capital Investment Advisors, LLC
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Brinker Capital Investments, LLC
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True Vision MN LLC
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Private Wealth Management Group, LLC
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Power Wealth Management Llc
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Arthur M. Cohen & Associates, Llc
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Lake Hills Wealth Management, LLC
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Morris Financial Concepts, Inc.
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Lutz Financial Services LLC
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Sovran Advisors, LLC
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Aberdeen Wealth Management LLC
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First United Bank Trust/
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Forte Capital Llc /adv
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Mesirow Financial Investment Management, Inc.
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Manuka Financial, LLC
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SK Wealth Management, LLC
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Riverpoint Wealth Management Holdings, LLC
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Apella Capital, LLC
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Gilliland Jeter Wealth Management LLC
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Financial Advocates Investment Management
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Stratos Wealth Partners, LTD.
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1st Source Bank
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Susquehanna International Group, Llp
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Pinnacle Wealth Planning Services, Inc.
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Independent Wealth Network Inc.
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Roble, Belko & Company, Inc
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Wealthspire Advisors, LLC
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Quantinno Capital Management LP
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Coordinated Financial Services, Inc./CO
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Hurley Capital, LLC
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Alamea Verwaltungs GmbH
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Ofc Financial Planning, Llc
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Safe Harbor Fiduciary, LLC
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Concord Asset Management, LLC/VA
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HB Wealth Management, LLC
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Latitude Advisors, LLC
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TAGStone Capital, Inc.
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Yukon Wealth Management, Inc.
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Orgel Wealth Management, LLC
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Finepoint Capital LP
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JTC Employer Solutions Trusteee Ltd
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Rathbone Brothers plc
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PUREfi Wealth, LLC
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Geneva Partners, LLC
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Cannon Advisors, Inc.
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Aaron Wealth Advisors LLC
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Amplius Wealth Advisors, LLC
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Rinkey Investments
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Umpqua Bank
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Winthrop Capital Management, LLC
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HAP Trading, LLC
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Napatree Capital Llc
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Reinhart Partners, Inc.
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Chevy Chase Trust Holdings, Inc.
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Canada Pension Plan Investment Board
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Meridian Wealth Management, LLC
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USAdvisors Wealth Management, LLC
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Kickstand Ventures, Llc.
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MWA Asset Management
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|
Pacific Center for Financial Services
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Flaharty Asset Management, LLC
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International Assets Investment Management, Llc
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Welch Group, LLC
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Pinney & Scofield, Inc.
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Farmers & Merchants Trust Co of Long Beach
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Willis Johnson & Associates, Inc.
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|
Plante Moran Financial Advisors, LLC
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Mizuho Markets Americas Llc
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
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Institute for Wealth Management, LLC.
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Continuum Wealth Advisors, Llc
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Financial Management Professionals, Inc.
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Greenfield FTC, Inc.
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Lmcg Investments, Llc
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GenTrust, LLC
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Kozak & Associates, Inc.
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|
Rosenberg Matthew Hamilton
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Allworth Financial LP
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|
Cercano Management LLC
|
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|
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|
Taylor & Morgan Wealth Management, LLC
|
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First American Bank
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Lsp Investment Advisors, Llc
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Kondo Wealth Advisors, Inc.
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Lighthouse Investment Partners, LLC
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Sofos Investments, Inc.
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|
Chicago Partners Investment Group LLC
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Acorn Financial Advisory Services Inc /adv
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|
Bremer Bank National Association
|
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|
|
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|
Bensler, LLC
|
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|
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|
Manchester Capital Management LLC
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|
Schechter Investment Advisors, LLC
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|
Nomura Holdings Inc
|
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|
|
|
|
Mount Capital Ltd
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|
|
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|
Aegis Wealth Management LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
WOAIX - NORTHERN LIGHTS FUND TRUST II - WOA All Asset I Class I
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
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|
Blackstone Group Inc
|
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|
|
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|
Pathstone Holdings, LLC
|
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|
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|
Winch Advisory Services, LLC
|
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|
Naples Global Advisors, Llc
|
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|
Proem Advisors LLC
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Merit Financial Group, LLC
|
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|
Geneos Wealth Management Inc.
|
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|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
RMG Wealth Management LLC
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|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
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|
|
|
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|
MorganRosel Wealth Management, LLC
|
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|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
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|
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|
|
Narus Financial Partners, LLC
|
|
|
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|
|
Chesley Taft & Associates LLC
|
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|
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|
|
Matrix Private Capital Group Llc
|
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|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Amtrust Financial Services, Inc.
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
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|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Apriem Advisors
|
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|
|
|
|
Congress Asset Management Co /ma
|
|
|
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|
|
Argus Investors' Counsel, Inc.
|
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|
|
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|
Consilium Wealth Advisory, LLC
|
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|
|
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|
Johnson Financial Group, Inc.
|
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|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
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|
Westshore Wealth, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
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|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
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|
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|
BayBridge Capital Group, LLC
|
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|
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|
Accredited Investors Inc.
|
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|
|
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|
Southern Capital Advisors, Llc
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Connecticut Wealth Management, LLC
|
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|
Leavell Investment Management, Inc.
|
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|
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|
Quattro Financial Advisors Llc
|
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|
Aqr Capital Management Llc
|
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|
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|
Proffitt & Goodson Inc
|
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
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|
State of New Jersey Common Pension Fund D
|
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|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
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|
|
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|
Morton Brown Family Wealth, LLC
|
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|
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|
Strategic Financial Services, Inc,
|
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|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
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|
Gwn Securities Inc.
|
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|
|
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|
Victory Financial Group, Llc
|
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|
MB Generational Wealth, LLC
|
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|
|
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|
CoreCap Advisors, LLC
|
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
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|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
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|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
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|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
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|
Jones Financial Companies Lllp
|
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|
|
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|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Plancorp, LLC
|
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|
|
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|
Empirical Asset Management, LLC
|
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|
Colorado Capital Management, Inc.
|
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|
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|
Morangie Management LLC
|
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|
MeadowBrook Investment Advisors LLC
|
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|
|
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Howe & Rusling Inc
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Mariner, LLC
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NWK Group, Inc.
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Focus Financial Network, Inc.
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Tran Capital Management, L.p.
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CFO4Life Group, LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Cliffwater LLC
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Buffington Mohr McNeal
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J.w. Cole Advisors, Inc.
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New Perspectives, Inc
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Riggs Asset Managment Co. Inc.
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Regent Peak Wealth Advisors LLC
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NBZ Investment Advisors LLC
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ESL Trust Services, LLC
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Luxor Capital Group, LP
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Navigoe, LLC
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Forte Asset Management Llc
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First Western Trust Bank
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Godshalk Welsh Capital Management, Inc.
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Tortoise Investment Management, LLC
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Benchmark Investment Advisors LLC
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Campbell Capital Management Inc
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Kestra Advisory Services, LLC
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Peddock Capital Advisors, Llc
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Hazlett, Burt & Watson, Inc.
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Nbt Bank N A /ny
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Creative Financial Designs Inc /adv
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Chris Bulman Inc
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Saxon Interests, Inc.
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Lincoln Capital LLC
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
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Wiley Bros.-aintree Capital, Llc
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Dynamic Wealth Strategies, LLC
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Rsm Us Wealth Management Llc
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Meridian Investment Counsel Inc.
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TD Capital Management LLC
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Old Second National Bank Of Aurora
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Arq Wealth Advisors, Llc
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Penn Capital Management Co Inc
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Lake Street Financial Llc
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Legacy Bridge, LLC
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Chesapeake Wealth Management
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Ieq Capital, Llc
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Montag A & Associates Inc
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Quadrant Capital Group Llc
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Centricity Wealth Management, LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Sunbelt Securities, Inc.
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Icapital Wealth Llc
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Eagle Global Advisors Llc
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Stephenson National Bank & Trust
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Berger Financial Group, Inc
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Vista Investment Management
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Sharkey, Howes & Javer
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Thompson Siegel & Walmsley Llc
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Capital A Wealth Management, LLC
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Archford Capital Strategies, LLC
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Holocene Advisors, LP
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Bluesphere Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
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Arbor Trust Wealth Advisors, Llc
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Legacy Advisory Services, LLC
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Greenfield Savings Bank
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First Bank & Trust
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Summit Partners Public Asset Management, Llc
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Callan Capital, LLC
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Holos Integrated Wealth LLC
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Opus Capital Group, LLC
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Quest 10 Wealth Builders, Inc.
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Independent Advisor Alliance
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Meridian Wealth Advisors, LLC
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Private Management Group Inc
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Cultivar Capital, Inc.
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Union Bancaire Privee, UBP SA
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Wedgewood Investors Inc /pa/
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Atlas Private Wealth Advisors
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Canandaigua National Bank & Trust Co
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First Financial Bank - Trust Division
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Ironwood Financial, llc
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Callan Family Office, LLC
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Main Street Group, LTD
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DB Fitzpatrick & Co, Inc
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Ballentine Partners, LLC
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Fund Evaluation Group, LLC
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Armistice Capital, Llc
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Signature Securities Group Corporation
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59 North Capital Management, LP
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Templeton & Phillips Capital Management, LLC
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Cardiff Park Advisors, Llc
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Roffman Miller Associates Inc /pa/
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Kennebec Savings Bank
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D.B. Root & Company, LLC
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Engine Capital Management, LP
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Blair William & Co/il
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Landmark Wealth Management, LLC
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Green Harvest Asset Management LLC
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Goldstone Financial Group, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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TCM Advisors, LLC
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Ashton Thomas Private Wealth, LLC
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We Are One Seven, LLC
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EVR Research LP
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10Elms LLP
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Community Bank, N.A.
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Mattern Wealth Management LLC
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Fairman Group, LLC
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Prosperity Financial Group, Inc.
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DiNuzzo Private Wealth, Inc.
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Leigh Baldwin & Co., Llc
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Grizzlyrock Capital, Llc
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Klingman & Associates, LLC
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Bank of New York Mellon Corp
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Old National Bancorp /in/
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Laurion Capital Management LP
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Us Bancorp \de\
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HBW Advisory Services LLC
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Breakwater Capital Group
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Team Financial Group, LLC
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Advisor OS, LLC
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InTrack Investment Management Inc
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Hantz Financial Services, Inc.
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North Star Investment Management Corp.
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Transce3nd, LLC
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Deer Park Road Corp
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Stephens Inc /ar/
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Bck Capital Management Lp
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Burkett Financial Services, Llc
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Canandaigua National Trust Co of Florida
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Provenance Wealth Advisors, LLC
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SNS Financial Group, LLC
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Clark Asset Management, LLC
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FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
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Sand Hill Global Advisors, LLC
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Palo Alto Wealth Advisors, Llc
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IWMW - iSHARES TRUST - iShares Russell 2000 BuyWrite ETF
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KilterHowling LLC
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Integral Investment Advisors, Inc.
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Swp Financial Llc
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Byrne Asset Management LLC
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Transform Wealth, LLC
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Western Pacific Wealth Management, LP
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Grassi Investment Management
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RTD Financial Advisors, Inc.
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Petix & Botte Co
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Sabby Management, Llc
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Rossby Financial, LCC
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Garrett Wealth Advisory Group, LLC
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YHB Investment Advisors, Inc.
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Hemington Wealth Management
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Hanson & Doremus Investment Management
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YANKCOM Partnership
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SOL Capital Management CO
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Park Place Capital Corp
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Signaturefd, Llc
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Edge Financial Advisors LLC
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Readystate Asset Management Lp
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FC Advisory LLC
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MetLife Investment Management, LLC
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Credit Agricole S A
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Clark Capital Management Group, Inc.
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Avidian Wealth Solutions, LLC
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Financial Harvest, LLC
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D. E. Shaw & Co., Inc.
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Clare Market Investments LLC
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Elite Financial, Inc.
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Lifestyle Asset Management, Inc.
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Atlantic Edge Private Wealth Management, LLC
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Mayflower Financial Advisors, LLC
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Ameriflex Group, Inc.
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Libra Wealth Llc
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Genesee Capital Advisors, LLC
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MONECO Advisors, LLC
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Toronto Dominion Bank
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Mogy Joel R Investment Counsel Inc
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Marathon Trading Investment Management LLC
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
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DKM Wealth Management, Inc.
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Omnia Family Wealth, LLC
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Stordahl Capital Management, Inc.
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Baird Financial Group, Inc.
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Two Sigma Securities, Llc
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Noble Wealth Management PBC
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Westmount Partners, LLC
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NorthCrest Asset Manangement, LLC
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Fifth Third Bancorp
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Campion Asset Management LLC
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AlTi Global, Inc.
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Ellis Investment Partners, LLC
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MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
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Cascade Investment Group, Inc.
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Semmax Financial Advisors Inc.
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Advisor Resource Council
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SigFig Wealth Management, LLC
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VisionPoint Advisory Group, LLC
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Oaktree Capital Management Lp
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Sheaff Brock Investment Advisors, LLC
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CGC Financial Services, LLC
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Solstein Capital, LLC
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B.O.S.S. Retirement Advisors, LLC
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Van Hulzen Asset Management, LLC
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KKM Financial LLC
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One Day In July LLC
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Bricktown Capital, LLC
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Red Cedar Investment Management, Llc
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Private Wealth Asset Management, LLC
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UMA Financial Services, Inc.
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Moors & Cabot, Inc.
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Clarkston Capital Partners, LLC
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AAFCPAs Wealth Management, LLC
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Vermillion Wealth Management, Inc.
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Guardian Wealth Advisors, LLC
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Glen Eagle Advisors, LLC
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Tudor Investment Corp Et Al
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ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A
|
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|
Richard W. Paul & Associates, LLC
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|
Bank Of Nova Scotia
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Heck Capital Advisors, LLC
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Lcnb Corp
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Bridges Investment Management Inc
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Aristides Capital LLC
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Financial Network Wealth Advisors LLC
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Capstone Financial Advisors, Inc.
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EverSource Wealth Advisors, LLC
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Mine & Arao Wealth Creation & Management, LLC.
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MAI Capital Management
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Wolverine Trading, Llc
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Magnolia Capital Advisors Llc
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Private Client Services, Llc
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Simplex Trading, Llc
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Westside Investment Management, Inc.
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Greykasell Wealth Strategies, Inc.
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Harvest Investment Advisors, LLC
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Alphadyne Asset Management, LLC
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Hilltop Holdings Inc.
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Quarry Hill Advisors, Llc
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|
Tower Research Capital LLC (TRC)
|
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|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
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|
Aprio Wealth Management, LLC
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Guided Capital Wealth Management, LLC
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|
Analyst IMS Investment Management Services Ltd.
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|
Simmons Bank
|
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|
Ironwood Investment Management Llc
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|
Appleton Partners Inc/ma
|
|
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|
Gill Capital Partners, Llc
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|
Mycio Wealth Partners, Llc
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|
Private Advisory Group LLC
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|
EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
|
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|
|
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|
Anchor Capital Advisors Llc
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|
Plum Street Advisors, LLC
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|
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|
Atlas Capital Advisors Llc
|
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|
Riverview Trust Co
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|
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|
Metropolitan Life Insurance Co/ny
|
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|
Waterloo Capital, L.P.
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|
Koesten, Hirschmann & Crabtree, INC.
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|
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|
Postrock Partners Llc
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|
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|
State of Wyoming
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|
|
|
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|
Texas Capital Bank Wealth Management Services Inc
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|
|
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|
MRP Capital Investments, LLC
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|
|
|
Ameriprise Financial Inc
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|
|
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|
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF
|
|
|
|
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|
Gordian Advisors LLC
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|
Baron Financial Group, LLC
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|
SwitchPoint Financial Planning, LLC
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|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
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|
Kirkoswald Asset Management LLC
|
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|
|
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|
Mackenzie Financial Corp
|
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|
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|
Peak6 Llc
|
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|
State Of Wisconsin Investment Board
|
|
|
|
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|
Private Trust Co Na
|
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|
Harwood Advisory Group, LLC
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Vestcor Inc
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Garde Capital, Inc.
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Canopy Partners, LLC
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Colony Capital, Inc.
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Punch & Associates Investment Management, Inc.
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Argent Advisors, Inc.
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Gladstone Institutional Advisory LLC
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Sentinel Wealth Management, Inc.
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|
Wise Wealth Partners
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|
Insight Advisors, LLC/ PA
|
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|
Keudell/Morrison Wealth Management
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|
DCF Advisers, LLC
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|
Fundamentun, Llc
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Activest Wealth Management
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|
Global Trust Asset Management, LLC
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|
Verger Capital Management LLC
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|
Evensky & Katz LLC
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McGuire Investment Group, LLC
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Centiva Capital, LP
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Van Strum & Towne Inc.
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O'Brien Greene & Co. Inc
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Vickerman Investment Advisors, Inc.
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Arcus Capital Partners, LLC
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Cambridge Investment Research Advisors, Inc.
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Catalyst Financial Partners Llc
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|
Bank Hapoalim Bm
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CJM Wealth Advisers, Ltd.
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Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
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Weaver Consulting Group
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Gradient Capital Advisors, LLC
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Hirtle Callaghan & Co LLC
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Acorn Wealth Advisors, LLC
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Donaldson Capital Management, Llc
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Centerpoint Advisors, LLC
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Mather Group, Llc.
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Evergreen Capital Management Llc
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Financial Synergies Wealth Advisors, Inc.
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Crestwood Advisors Group LLC
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Fluent Financial, LLC
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Fermata Advisors, LLC
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Perigon Wealth Management, LLC
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Miramar Fiduciary Corp
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Integrity Alliance, Llc.
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Cornerstone Advisory, LLC
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Arvest Investments, Inc.
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Professional Advisory Services Inc
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New England Private Wealth Advisors LLC
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Linscomb & Williams, Inc.
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Capital Analysts, Inc.
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Suvretta Capital Management, Llc
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Gries Financial Llc
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Hummer Financial Advisory Services Inc
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Dymon Asia Capital (singapore) Pte. Ltd.
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Legacy Wealth Management, Inc
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NorthRock Partners, LLC
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Orion Portfolio Solutions, LLC
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Compass Planning Associates Inc
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AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF
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Stonehage Fleming Financial Services Holdings Ltd
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Salus Financial Advisors, LLC
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Wellington Management Group Llp
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BG Investment Services, Inc.
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West Financial Advisors, LLC
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Tanager Wealth Management LLP
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Guardian Financial Partners, LLC
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BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
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Paragon Capital Management LLC
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Fiduciary Group LLC
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Krs Capital Management, Llc
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Westover Capital Advisors, LLC
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Zions Bancorporation, National Association /ut/
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Alliancebernstein L.p.
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Rebalance, Llc
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Cherry Tree Wealth Management, LLC
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GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
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GHP Investment Advisors, Inc.
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REDW Wealth LLC
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Broad Bay Capital Management, LP
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Cedar Mountain Advisors, LLC
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UBS Group AG
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Measured Risk Portfolios, Inc.
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AlphaCore Capital LLC
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J. L. Bainbridge & Co., Inc.
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Banco Bilbao Vizcaya Argentaria, S.a.
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Marshall Wace, Llp
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Ccg Wealth Management, Llc
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Dark Forest Capital Management Lp
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Smart Portfolios, LLC
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CMG Global Holdings, LLC
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STAR Financial Bank
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Central Valley Advisors, Llc
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Concord Wealth Partners
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Rehmann Capital Advisory Group
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Lowe Wealth Advisors, LLC
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Avalon Trust Co
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Cape Investment Advisory, Inc.
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CVA Family Office, LLC
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Foster Group, Inc.
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Next Capital Management LLC
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Coastal Bridge Advisors, LLC
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Miller Financial Services LLC
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Talon Private Wealth, LLC
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BKD Wealth Advisors, LLC
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Global Financial Private Client, LLC
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Adapt Wealth Advisors, Llc
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PKS Advisory Services, LLC
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Twin Focus Capital Partners, Llc
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Xcel Wealth Management, LLC
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LCM Capital Management Inc
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M. Kraus & Co
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Spears Abacus Advisors LLC
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Belpointe Asset Management LLC
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Navis Wealth Advisors, LLC
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Roanoke Asset Management Corp/ Ny
|
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Uptown Financial Advisors LLC
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Baker Avenue Asset Management, LP
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Sanibel Captiva Trust Company, Inc.
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Ntv Asset Management Llc
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Wealth Advisory Solutions, LLC
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West Chester Capital Advisors, Inc
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Upper Left Wealth Management, LLC
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Wincap Financial Llc
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Carlson Capital L P
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Thrive Wealth Management, LLC
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Whitebox Advisors Llc
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SeaBridge Investment Advisors LLC
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Pines Wealth Management, LLC
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Smith, Salley & Associates
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Twin Peaks Wealth Advisors, LLC
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Calamos Strategic Total Return Fund
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Sentinus, LLC
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Financial Engines Advisors L.L.C.
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Financial Management Network Inc
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Redwood Investment Management, Llc
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Eqis Capital Management, Inc.
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Castle Wealth Management Llc
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Smith Chas P & Associates Pa Cpas
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|
Snowden Capital Advisors LLC
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|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
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|
Ai Financial Services Llc
|
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|
Allie Family Office LLC
|
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|
Montecito Bank & Trust
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|
Integris Wealth Management, LLC
|
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|
JNBA Financial Advisors
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|
Sageworth Trust Co of South Dakota
|
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|
Paces Ferry Wealth Advisors, Llc
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|
Silverleafe Capital Partners, LLC
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Wealthbridge Capital Management, Llc
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Wealth Preservation Advisors, LLC
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Trifecta Capital Advisors, LLC
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|
Huntington National Bank
|
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|
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|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
|
DXRLX - DIREXION FUNDS - Direxion Monthly Small Cap Bull 2X Fund Investor Class
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
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|
|
|
|
VeraBank, N.A.
|
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|
|
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|
626 Financial, LLC
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|
Frazier Financial Advisors, LLC
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|
Keb Asset Management, Llc
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Legacy Capital Wealth Partners, LLC
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German American Bancorp, Inc.
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Joel Isaacson & Co., LLC
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Fiduciary Alliance LLC
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Rf&l Wealth Management, Llc
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Avantax Planning Partners, Inc.
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|
QTR Family Wealth, LLC
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Financial Freedom, LLC
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|
Midland Wealth Advisors Llc
|
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|
Ssa Swiss Advisors Ag
|
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|
Banco Santander, S.A.
|
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|
Aristotle Capital Boston, LLC
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|
Investors Research Corp
|
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|
Cvfg Llc
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|
Pinnacle Associates Ltd
|
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|
Consilio Wealth Advisors, Llc
|
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|
Umb Bank N A/mo
|
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|
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|
Valley Forge Investment Consultants Inc Adv
|
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|
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|
Alpha Omega Wealth Management LLC
|
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|
Palisade Asset Management, LLC
|
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|
Emerald Investment Partners, Llc
|
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|
Keebeck Wealth Management, LLC
|
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|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
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|
Kennicott Capital Management Llc
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|
FreeGulliver LLC
|
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|
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|
Sar Wealth Management Group, Llc
|
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|
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|
Park Avenue Securities Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
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|
Northern Financial Advisors Inc
|
|
|
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|
Liberty Capital Management, Inc.
|
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|
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|
Elyxium Wealth, LLC
|
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|
|
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|
Bleakley Financial Group, LLC
|
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|
|
|
|
Financial Life Planners
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|
|
|
|
|
Simon Quick Advisors, Llc
|
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|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
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|
D.a. Davidson & Co.
|
|
|
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|
Archer Investment Corp
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|
TFB Advisors LLC
|
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|
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|
Lindbrook Capital, Llc
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Parkside Advisors LLC
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|
Huntleigh Advisors, Inc.
|
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|
Philadelphia Trust Co
|
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|
Thoroughbred Financial Services, Llc
|
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|
|
|
Arrowstreet Capital, Limited Partnership
|
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|
|
|
|
Anfield Capital Management, LLC
|
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|
|
|
|
Gts Securities Llc
|
|
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|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
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|
|
|
|
Edmond De Rothschild Holding S.a.
|
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|
|
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|
Powell Investment Advisors, LLC
|
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|
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|
J. Goldman & Co LP
|
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|
Gsa Capital Partners Llp
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|
Camden Capital, LLC
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|
First City Capital Management, Inc.
|
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|
Culbertson A N & Co Inc
|
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|
Vanguard Group Inc
|
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|
|
|
|
Larson Financial Group LLC
|
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|
Kingswood Wealth Advisors, Llc
|
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|
South Plains Financial, Inc.
|
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|
|
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|
Royal Fund Management, LLC
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|
Comprehensive Financial Planning, Inc./PA
|
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|
V. M. Manning & Co., Inc.
|
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|
Prosperity Consulting Group, LLC
|
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|
Luminist Capital LLC
|
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|
Q Global Advisors, LLC
|
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|
Dunhill Financial, LLC
|
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|
InvesTrust
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|
Ulysses Management LLC
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|
Bay Capital Advisors, LLC
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|
Sender Co & Partners, Inc.
|
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|
Matauro, Llc
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|
Fisher Asset Management, LLC
|
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|
|
Journey Beyond Wealth, LLC
|
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|
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|
Infrastructure Capital Advisors, Llc
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|
Belmont Capital, LLC
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|
Chatham Capital Group, Inc.
|
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|
|
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|
Pioneer Trust Bank N A/or
|
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|
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|
Novem Group
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|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Atlantic Trust, LLC
|
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|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
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|
SOA Wealth Advisors, LLC.
|
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|
|
|
|
Harbour Capital Advisors, LLC
|
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|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
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|
|
|
|
Walkner Condon Financial Advisors LLC
|
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|
|
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|
Jamison Private Wealth Management, Inc.
|
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|
|
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|
Granite FO LLC
|
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|
|
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|
Clientfirst Wealth Management, LLC
|
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|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
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|
Clear Investment Research, Llc
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|
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|
Midwest Financial Group LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
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|
|
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|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Strategic Investment Management, Llc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
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|
|
|
|
Repertoire Partners LP
|
|
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
|
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|
Birchbrook, Inc.
|
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|
|
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|
Armis Advisers, LLC
|
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|
|
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|
MBL Wealth, LLC
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|
|
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|
BOS Asset Management, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
London Co Of Virginia
|
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|
|
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|
Hengehold Capital Management Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
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|
Farmers & Merchants Investments Inc
|
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|
Nicollet Investment Management, Inc.
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|
First Business Financial Services, Inc.
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|
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|
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|
Alesco Advisors Llc
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|
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|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Tenzing Global Management, LLC
|
|
|
|
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|
Ascent Capital Management, LLC
|
|
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|
Pictet North America Advisors SA
|
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|
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|
Benchmark Financial Wealth Advisors, LLC
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|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
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|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Philadelphia Financial Management of San Francisco, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
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|
Cadent Capital Advisors, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
Facet Wealth, Inc.
|
|
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|
Bessemer Group Inc
|
|
|
|
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Pillar Financial Advisors, LLC
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Charles Schwab Trust Co
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Royal Bank Of Canada
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LaSalle St. Investment Advisors, LLC
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Cynosure Management, Llc
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Amica Mutual Insurance Co
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Caerus Investment Advisors, LLC
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Adell Harriman & Carpenter Inc
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Wealthcare Advisory Partners LLC
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Shoker Investment Counsel, Inc.
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Wellspring Financial Advisors, LLC
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Options Solutions, Llc
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Unique Wealth, Llc
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MEMBERS Trust Co
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Ridgepath Capital Management LLC
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Charter Trust Co
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Teachers Insurance & Annuity Association Of America
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Nichols & Pratt Advisers Llp /ma
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Audent Global Asset Management, LLC
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Chung Wu Investment Group, LLC
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Colonial Trust Co / SC
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Lee Johnson Capital Management, Llc
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Congress Wealth Management LLC / DE /
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Gutierrez Wealth Advisory, LLC
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AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
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Traynor Capital Management, Inc.
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Bouchey Financial Group Ltd
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Burke & Herbert Bank & Trust Co
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Elliott Investment Management L.P.
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Ellevest, Inc.
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SOUTH STATE Corp
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Jacksonville Wealth Management, LLC
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Iowa State Bank
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Wedbush Securities Inc
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Burns Matteson Capital Management, LLC
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Private Capital Management, LLC
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Great Valley Advisor Group, Inc.
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Bank Julius Baer & Co. Ltd, Zurich
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Center for Financial Planning, Inc.
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Baker Ellis Asset Management LLC
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GM Advisory Group, Inc.
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Perritt Capital Management Inc
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Marquette Associates, Inc.
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Lionshead Wealth Management, LLC
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KWB Wealth
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PrairieView Partners, LLC
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Delta Accumulation, LLC
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Walleye Trading LLC
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Concorde Asset Management, LLC
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Key FInancial Inc
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Yost Capital Management, L.L.C.
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Blodgett Wealth Advisors, Llc
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Sound View Wealth Advisors Group, LLC
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Caxton Associates Llp
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Register Financial Advisors LLC
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Wescott Financial Advisory Group, LLC
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Advantage Trust Co
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Concentric Capital Strategies, LP
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Advance Capital Management, Inc.
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Nations Financial Group Inc, /ia/ /adv
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American Assets Investment Management, LLC
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Harvest Investment Services, LLC
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VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W
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Hancock Whitney Corp
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Core Wealth Advisors, Inc.
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Conversant Capital LLC
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Up Strategic Wealth Investment Advisors Llc
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Ground Swell Capital, LLC
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ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
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Level Four Advisory Services, Llc
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Arbor Investment Advisors, LLC
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Cm Wealth Advisors Llc
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Abacus Wealth Partners, LLC
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Ensign Peak Advisors, Inc
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Thomasville National Bank
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Decker Retirement Planning Inc.
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Middleton & Co Inc/ma
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Mill Capital Management, LLC
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Raelipskie Partnership
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Integrated Wealth Concepts LLC
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Legacy Wealth Management, LLC / MS
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MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
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Madison Asset Management, LLC
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Peapack Gladstone Financial Corp
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Redhawk Wealth Advisors, Inc.
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Conning Inc.
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North Capital, Inc.
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IFG Advisory, LLC
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MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
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Austin Private Wealth, LLC
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Transamerica Financial Advisors, Inc.
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Truist Financial Corp
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Elk River Wealth Management, LLC
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Edge Wealth Management LLC
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Brewster Financial Planning LLC
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Cosner Financial Group, LLC
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Childress Capital Advisors, Llc
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Sterling Investment Advisors Llc /adv
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BCJ Capital Management, LLC
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Retirement Investment Advisors, Inc.
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Mirae Asset Securities (usa) Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Pitti Group Wealth Management, LLC
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Consultiva Wealth Management, Corp.
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Broadwood Capital Inc
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Cape Cod Five Cents Savings Bank
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St. Clair Advisors, LLC
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Voisard Asset Management Group, Inc.
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Van Cleef Asset Management,Inc
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Gotham Asset Management, LLC
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Prossimo Advisors, LLC
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Private Wealth Advisors, LLC
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Smith Anglin Financial, LLC
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Eq Llc
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Evercore Wealth Management, LLC
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Patriot Investment Management Inc.
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Northeast Financial Consultants Inc
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Summit Wealth & Retirement Planning, Inc.
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Zwj Investment Counsel Inc
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Buckhead Capital Management Llc
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HHM Wealth Advisors, LLC
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E&G Advisors, LP
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Heartwood Wealth Advisors LLC
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Whittier Trust Co Of Nevada Inc
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Latigo Investments, LLC
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Fogel Capital Management, Inc.
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Kathleen S. Wright Associates Inc.
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Pensionmark Financial Group, Llc
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CoreFirst Bank & Trust
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Kessler Investment Group, LLC
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Csenge Advisory Group
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Calamos Advisors LLC
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Segall Bryant & Hamill, Llc
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M. Kulyk & Associates, LLC
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Moore Capital Management, Lp
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Flagship Wealth Advisors, Llc
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Little House Capital Llc
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Patriot Financial Group Insurance Agency, LLC
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ATACX - Managed Portfolio Series - ATAC Rotation Fund Investor Class Shares
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Aspect Partners, LLC
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Private Wealth Group, LLC
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Cape Ann Savings Bank
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Kiker Wealth Management, LLC
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Grimes & Company, Inc.
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Cambridge Financial Group, LLC
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Waratah Capital Advisors Ltd.
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Patten & Patten Inc/tn
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Flynn Zito Capital Management, Llc
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Certified Advisory Corp
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Comerica Bank
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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Shapiro Capital Management Llc
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Ryan Investment Management, Inc.
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Conservest Capital Advisors, Inc.
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Shilanski & Associates, Inc.
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Koss-Olinger Consulting, LLC
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Prudential Financial Inc
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Kelly Financial Group Llc
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Brigade Capital Management, Lp
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Cabot Wealth Management Inc
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Smith, Moore & Co.
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Ramsay, Stattman, Vela & Price, Inc.
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Washington Trust Advisors, Inc.
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Jaffetilchin Investment Partners, LLC
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Ridgewood Investments LLC
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Oliver Lagore Vanvalin Investment Group
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Greenwich Wealth Management LLC
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Cahill Financial Advisors Inc
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DT Investment Partners, LLC
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Good Life Advisors, LLC
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Financial Services Advisory Inc
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Ballew Advisors, Inc
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Marathon Strategic Advisors, LLC
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IMG Wealth Management, Inc.
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Monetary Management Group Inc
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Edgestream Partners, L.P.
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Builder Investment Group Inc /adv
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Arrowroot Family Office, LLC
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Real Talk Capital, LLC
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Marathon Asset Management Lp
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Jump Financial, LLC
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Bradley Foster & Sargent Inc/ct
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Defender Capital, LLC.
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Bennett Associates Wealth Management
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Platform Technology Partners
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Td Asset Management Inc
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Dana Investment Advisors, Inc.
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Milestone Asset Management, Llc
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Wealthcare Capital Partners, LLC
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High Note Wealth, LLC
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Sageworth Trust Co
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Atticus Wealth Management, Llc
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IAM Advisory, LLC
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Dumont & Blake Investment Advisors Llc
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Eastern Bank
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Mirador Capital Partners LP
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Stone House Investment Management, LLC
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Independent Family Office, LLC
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Arcataur Capital Management LLC
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CIBC Private Wealth Group, LLC
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M1 Capital Management LLC
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|
Smithfield Trust Co
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|
McCarthy & Cox
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|
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares
|
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|
Jessup Wealth Management, Inc
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|
CENTRAL TRUST Co
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Fifth Third Wealth Advisors LLC
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Atlas Legacy Advisors, LLC
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Legacy Investment Solutions, LLC
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Wetherby Asset Management Inc
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Duncker Streett & Co Inc
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|
Vista Private Wealth Partners. LLC
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|
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
|
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|
Integrated Advisors Network LLC
|
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Dynasty Wealth Management, Llc
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Legacy Trust
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|
Excalibur Management Corp
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|
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C
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Associated Banc-corp
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TCI Wealth Advisors, Inc.
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RB Capital Management, LLC
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Total Wealth Planning & Management, Inc.
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GW&K Investment Management, LLC
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Gryphon Financial Partners LLC
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|
Schoolcraft Capital LLC
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|
Autumn Glory Partners, LLC
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Tidemark, LLC
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Viewpoint Capital Management LLC
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Tilson Financial Group, Inc.
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Clark Financial Services Group Inc /bd
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Pointe Capital Management LLC
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Harbour Investments, Inc.
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Flagship Private Wealth, LLC
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Missouri Trust & Investment Co
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Essex Financial Services, Inc.
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Fiduciary Wealth Partners, LLC
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XML Financial, LLC
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Petros Family Wealth, LLC
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Bogart Wealth, LLC
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|
Knighthead Capital Management, LLC
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DeepCurrents Investment Group LLC
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Marshall Financial Group LLC
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Koshinski Asset Management, Inc.
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|
Bath Savings Trust Co
|
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|
Tradition Wealth Management, LLC
|
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|
|
Union Savings Bank
|
|
|
|
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|
Azimuth Capital Investment Management LLC
|
|
|
|
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|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
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|
Kettle Hill Capital Management, Llc
|
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|
Osborne Partners Capital Management, Llc
|
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Future Fund LLC
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Highland Capital Management, Llc
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Beacon Investment Advisory Services, Inc.
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BluePointe Capital Management, LLC
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Pingora Partners LLC
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Axxcess Wealth Management, Llc
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BFI Infinity Ltd.
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World Equity Group, Inc.
|
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Commerce Bank
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Noble Family Wealth, LLC
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|
TFC Financial Management
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|
|
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|
Painted Porch Advisors LLC
|
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|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Resolute Advisors LLC
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|
|
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|
Strategies Wealth Advisors, LLC
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Strategic Advisors LLC
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|
Root Financial Partners, LLC
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|
BEAM Asset Management, LLC
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|
Kentucky Trust Co
|
|
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|
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|
Bordeaux Wealth Advisors LLC
|
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ORG Wealth Partners, LLC
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Integrity Wealth Solutions LLC
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Goelzer Investment Management, Inc.
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|
Modern Wealth Management, LLC
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|
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|
LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
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|
James Investment Research Inc
|
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|
Chapin Davis, Inc.
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|
Agate Pass Investment Management, LLC
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|
Monograph Wealth Advisors, Llc
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|
Capital Fund Management S.a.
|
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|
|
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|
Ameritas Advisory Services, LLC
|
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|
|
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|
Pineridge Advisors LLC
|
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|
Lifeworks Advisors, LLC
|
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|
Marshall Financial Group Inc /adv
|
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|
|
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|
GeoWealth Management, LLC
|
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|
Coston, McIsaac & Partners
|
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|
Argent Trust Co
|
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|
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|
American National Bank
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|
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|
Quent Capital, LLC
|
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|
Tfo-tdc, Llc
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Bearing Point Capital, Llc
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Investment Partners, Ltd.
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|
Planned Solutions, Inc.
|
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Covestor Ltd
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RWM Asset Management, LLC
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Insight 2811, Inc.
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Binnacle Investments Inc
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Strategic Financial Concepts, LLC
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SBI Securities Co., Ltd.
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Tompkins Financial Corp
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Global View Capital Management LLC
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Valued Wealth Advisors LLC
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Mystic Asset Management, Inc.
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Intellectus Partners, LLC
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Breakwater Investment Management
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Lakeshore Capital Group, Inc.
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Bradley & Co. Private Wealth Management, LLC
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Webster Bank, N. A.
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Fragasso Group Inc.
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ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
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Nestegg Advisors, Inc.
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Tyche Wealth Partners LLC
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Rps Advisory Solutions Llc
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Symphony Financial, Ltd. Co.
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May Hill Capital, LLC
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Johnson & White Wealth Management, LLC
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Relyea Zuckerberg Hanson LLC
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Independence Bank of Kentucky
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WEEL - Tidal Trust II - Peerless Option Income Wheel ETF
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LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
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Northeast Financial Group, Inc.
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Clear Creek Financial Management, LLC
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Cassaday & Co Wealth Management LLC
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Brown Miller Wealth Management, LLC
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Grandfield & Dodd, Llc
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One Capital Management, LLC
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Tenret Co LLC
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Sunflower Bank, N.A.
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Becker Capital Management Inc
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Pnc Financial Services Group, Inc.
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DRW Securities, LLC
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Davidson Trust Co
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Frisch Financial Group, Inc.
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Copia Wealth Management
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Axis Wealth Partners, LLC
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Biltmore Family Office, LLC
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FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A
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Wesbanco Bank Inc
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Parsons Capital Management Inc/ri
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Hoxton Planning & Management, LLC
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Coldstream Capital Management Inc
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Garden State Investment Advisory Services LLC
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CastleKnight Management LP
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AE Wealth Management LLC
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Florida Financial Advisors, Llc
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Levin Capital Strategies, L.p.
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Atlantic Private Wealth, LLC
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Y.D. More Investments Ltd
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Sage Capital Advisors,llc
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Voya Investment Management Llc
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Vivaldi Capital Management, LLC
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Flower City Capital
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Compagnie Lombard Odier SCmA
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Comprehensive Money Management Services LLC
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Sunburst Financial Group, LLC
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Fortitude Family Office, LLC
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Nepc Llc
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Arcadia Investment Advisors Llc
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Horan Securities, Inc.
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American Century Companies Inc
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Litman Gregory Asset Management LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Doliver Advisors, Lp
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Trueblood Wealth Management, LLC
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Kohmann Bosshard Financial Services, LLC
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Credit Industriel Et Commercial
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Mittelman Wealth Management
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Commonwealth Equity Services, Llc
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Savior LLC
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Laurel Wealth Advisors LLC
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Evergreen Private Wealth LLC
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Andrews, Lucia Wealth Management Llc
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Cassia Capital Partners, LLC
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Alpine Bank Wealth Management
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Fairway Wealth LLC
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Fagan Associates, Inc.
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Wealthstar Advisors, Llc
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Rothschild Investment Llc
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Fairscale Capital, LLC
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Sona Asset Management (us) Llc
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Lowe Brockenbrough & Co Inc
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Moment Partners, LLC
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Morling Financial Advisors, LLC
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Aurelius Family Office LLC
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Richard P Slaughter Associates Inc
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ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
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American Investment Services, Inc.
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Cozad Asset Management Inc
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GoalVest Advisory LLC
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Eclectic Associates Inc /adv
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Horrell Capital Management, Inc.
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Wealth Enhancement Advisory Services, Llc
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Choate Investment Advisors
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Providence Capital Advisors, LLC
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BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
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Marex Group plc
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Capula Management Ltd
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Kovitz Investment Group Partners, LLC
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Balboa Wealth Partners
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Allen Investment Management LLC
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Minot DeBlois Advisors LLC
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Copperwynd Financial, LLC
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Rafferty Asset Management, LLC
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Innova Wealth Partners
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Sage Capital Management, LLC
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Vertex Planning Partners, LLC
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Cetera Trust Company, N.A
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Gilbert & Cook, Inc.
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Motco
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Regal Investment Advisors LLC
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Capital Insight Partners, Llc
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Goldstein Advisors, LLC
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Firestone Capital Management
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Franklin, Parlapiano, Turner & Welch, LLC
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Tranquility Partners, LLC
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Gitterman Wealth Management, LLC
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Vista Finance, Llc
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Second Half Financial Partners, LLC
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Objectivity Squared, LLC
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Landing Point Financial Group, LLC
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Durable Capital Partners LP
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General Partner, Inc.
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Lido Advisors, LLC
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Belvedere Trading LLC
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CNB Bank
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Baron Wealth Management LLC
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DBK Financial Counsel, LLC
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Guyasuta Investment Advisors Inc
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Jefferies Financial Group Inc.
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Westfuller Advisors, LLC
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Shepherd Financial Partners LLC
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Wealth Group Ltd
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Sightline Wealth Advisors, LLC
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Angeles Investment Advisors, LLC
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Brand Asset Management Group, Inc.
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Gendell Jeffrey L
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WPG Advisers, LLC
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WealthCollab, LLC
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Hartland & Co., LLC
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Beacon Pointe Advisors, LLC
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Centaurus Financial, Inc.
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Brass Tax Wealth Management, Inc
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Cornerstone Advisors Asset Management, Inc
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Israel Discount Bank of New York
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Fortis Capital Advisors, LLC
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Insight Inv LLC
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Palisades Hudson Asset Management, L.P.
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Sharp Financial Services, LLC
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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Richards, Merrill & Peterson, Inc.
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CI Private Wealth, LLC
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Perkins Coie Trust Co
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MainStreet Investment Advisors LLC
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Seelaus Asset Management LLC
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Grant Street Asset Management, Inc.
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Cypress Financial Planning Llc
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Aureus Asset Management, LLC
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Allred Capital Management, LLC
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Wolff Wiese Magana Llc
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SageView Advisory Group, LLC
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FNY Investment Advisers, LLC
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Lauterbach Financial Advisors, LLC
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Sollinda Capital Management LLC
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Lunt Capital Management, Inc.
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Marquette Asset Management, LLC
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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Boston Private Wealth Llc
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Pacifica Partners Inc.
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NewEdge Wealth, LLC
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Whalerock Point Partners, Llc
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Global Retirement Partners, LLC
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Flagship Harbor Advisors, Llc
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Penobscot Wealth Management
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Founders Financial Alliance, LLC
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Richardson Capital Management LLC
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Gray Private Wealth, LLC
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
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Modera Wealth Management, LLC
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Courier Capital Llc
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Sierra Capital LLC
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Hbk Investments L P
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Harvey Partners, LLC
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Bnp Paribas Arbitrage, Sa
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First National Trust Co
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CIBC World Markets Inc.
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Sonora Investment Management Group, LLC
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SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
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HBK Sorce Advisory LLC
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Atria Investments Llc
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Runnymede Capital Advisors, Inc.
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JMG Financial Group, Ltd.
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LS Investment Advisors, LLC
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Stephenson & Company, Inc.
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Oppenheimer & Co Inc
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Logan Capital Management Inc
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Stonebridge Capital Advisors LLC
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ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
|
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Eisler Capital Management Ltd.
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|
Peoples Bank /oh
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Mason & Associates, LLC
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Cfm Wealth Partners Llc
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Commonwealth Financial Services, LLC
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Objective Capital Management, LLC
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TNA - Direxion Shares ETF Trust - Direxion Daily Small Cap Bull 3X Shares
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SYM FINANCIAL Corp
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Pinnacle Wealth Management Group, Inc.
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Parthenon Llc
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Segment Wealth Management, LLC
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Spurstone Advisory Services, LLC
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Barrett & Company, Inc.
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Hillsdale Investment Management Inc.
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Trust Co Of Vermont
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Sage Mountain Advisors LLC
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Heritage Investors Management Corp
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Trust Co Of Virginia /va
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Vision Capital Management, Inc.
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Charter Oak Capital Management, LLC
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Opal Wealth Advisors, LLC
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Pallas Capital Advisors LLC
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V2 Financial group LLC
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Rocky Mountain Advisers, Llc
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Wealthcare Capital Management Llc
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Sagespring Wealth Partners, Llc
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|
|
ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
|
|
|
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SlateStone Wealth, LLC
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Retirement Planning Co of New England, Inc.
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Boreal Capital Management LLC
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Morgan Stanley
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Wealthspan Partners, Llc
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Family Management Corp
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Hm Payson & Co
|
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|
Banque Cantonale Vaudoise
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|
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
|
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|
|
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Goldman Sachs Group Inc
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Canada Post Corp Registered Pension Plan
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Tassel Capital Management, Inc.
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Williams Jones Wealth Management, LLC.
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FSA Wealth Management LLC
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Capital Investment Counsel, Inc
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Costello Asset Management, INC
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Hennion & Walsh Asset Management, Inc.
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Vontobel Holding Ltd.
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Baldwin Investment Management, LLC
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1776 Wealth LLC
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Advisors Capital Management, LLC
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Galvin, Gaustad & Stein, LLC
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Sumitomo Mitsui Financial Group, Inc.
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Princeton Global Asset Management LLC
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Trillium Asset Management, Llc
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Ethos Financial Group, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Dakota Wealth Management
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Legal & General Group Plc
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Rainier Family Wealth Inc
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SILVER OAK SECURITIES, Inc
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|
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Brant Point Investment Management Llc
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Rokos Capital Management LLP
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Vista Capital Partners, Inc.
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Royce & Associates Lp
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Trust Co Of Toledo Na /oh/
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Ring Mountain Capital, LLC
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Vermillion & White Wealth Management Group, LLC
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Nicholas Investment Partners, LP
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Soros Fund Management Llc
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Total Clarity Wealth Management, Inc.
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Man Group plc
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Mathes Company, Inc.
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Tarbox Family Office, Inc.
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Harmony Asset Management Llc
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Financial Connections Group, Inc.
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Golden State Equity Partners
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First Financial Corp /in/
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Winthrop Advisory Group LLC
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Cullen/frost Bankers, Inc.
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Advisory Services Network, LLC
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Hollencrest Capital Management
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Aptus Capital Advisors, LLC
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Acute Investment Advisory, Llc
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SP Asset Management LLC
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Freestone Capital Holdings, LLC
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Rice Partnership, LLC
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Bokf, Na
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Ayalon Holdings Ltd.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Main Street Financial Solutions, LLC
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Contravisory Investment Management, Inc.
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Bare Financial Services, Inc
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VSM Wealth Advisory, LLC
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Navalign, LLC
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Cypress Wealth Services, LLC
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Thompson Davis & Co., Inc.
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FLC Capital Advisors
|
|
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Resources Management Corp /ct/ /adv
|
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|
400 Capital Management LLC
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|
Delta Financial Group, Inc.
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|
Diversify Wealth Management, Llc
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Rossmore Private Capital
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|
Balyasny Asset Management Llc
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Howard Wealth Management, Llc
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Bedel Financial Consulting, Inc.
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Wealthedge Investment Advisors, Llc
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Folger Nolan Fleming Douglas Capital Management, Inc
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Exencial Wealth Advisors, Llc
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|
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|
RMB Capital Management, LLC
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|
Three Bridge Wealth Advisors, LLC
|
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
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First Interstate Bank
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Forum Financial Management, LP
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Rovida Advisors Inc.
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Portland Global Advisors LLC
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Avantax Advisory Services, Inc.
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|
Spire Wealth Management
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Fourth Dimension Wealth, LLC
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|
Atlantic Union Bankshares Corp
|
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|
Beacon Capital Management, LLC
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|
Conquis Financial Llc
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Compass Investment Advisers LLC
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|
Skylands Capital, LLC
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Optivise Advisory Services LLC
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Wealthfront Advisers Llc
|
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FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
|
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|
Urban Financial Advisory Corp
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Putney Financial Group LLC
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Militia Capital Partners, LP
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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Presidio Capital Management, LLC
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17 Capital Partners, Llc
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Valeo Financial Advisors, LLC
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Peak Asset Management, LLC
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ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
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|
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|
Evoke Wealth, Llc
|
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Laffer Investments
|
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|
First Hawaiian Bank
|
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|
Interchange Capital Partners, LLC
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
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BSW Wealth Partners
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Blue Sky Capital Consultants Group, Inc.
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Blueshift Asset Management, LLC
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Coordinated Financial Services, Inc.
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
|
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|
Bank Of Hawaii
|
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Quarry LP
|
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|
Thrivent Financial For Lutherans
|
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|
Toth Financial Advisory Corp
|
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|
Xponance, Inc.
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Trilogy Capital Inc.
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Polar Asset Management Partners Inc.
|
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Clean Yield Group
|
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|
Sellwood Investment Partners LLC
|
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
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|
Ubs Oconnor Llc
|
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|
Schroder Investment Management Group
|
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|
Collier Financial
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
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|
Nomura Asset Management Co Ltd
|
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|
Macroview Investment Management Llc
|
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|
Deutsche Bank Ag\
|
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|
Verum Partners LLC
|
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|
Fwl Investment Management, Llc
|
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|
1 North Wealth Services Llc
|
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|
Equitable Holdings, Inc.
|
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|
Banque Transatlantique SA
|
|
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
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|
|
Truepoint, Inc.
|
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|
|
Salem Investment Counselors Inc
|
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|
Windsor Capital Management, LLC
|
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|
Promus Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
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|
Guidance Point Advisors, LLC
|
|
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|
Intrust Bank Na
|
|
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|
Optimum Investment Advisors
|
|
|
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|
|
St Germain D J Co Inc
|
|
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|
Wsfs Capital Management, Llc
|
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|
Oasis Management Co Ltd.
|
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|
United Capital Financial Advisers, Llc
|
|
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|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
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|
|
Nvwm, Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
|
|
|
jvl associates llc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Ping Capital Management, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Starboard Value LP
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Simcoe Capital Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Fund 1 Investments, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Shannon River Fund Management LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Alpine Global Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
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Townsend Asset Management Corp /nc/ /adv
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waypoint wealth counsel
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CSM Advisors, LLC
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Intrua Financial, LLC
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Austin Wealth Management, LLC
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Quadcap Wealth Management, LLC
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Newbridge Financial Services Group, Inc.
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Newman Dignan & Sheerar, Inc.
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Waters Parkerson & Co., Llc
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Claro Advisors LLC
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West Branch Capital LLC
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L & S Advisors Inc
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Hunting Hill Global Capital, LLC
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Change Path, LLC
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Brown, Lisle/cummings, Inc.
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Rockingstone Advisors LLC
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First Heartland Consultants, Inc.
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Coastwise Capital Group, LLC
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Mercer Global Advisors Inc /adv
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Cornerstone Wealth Group, LLC
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Horizon Investments, LLC
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Seven Mile Advisory
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Oakwell Private Wealth Management, LLC
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Guggenheim Capital Llc
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Canvas Wealth Advisors, LLC
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Whittier Trust Co
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Oxford Financial Group Ltd
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Tsfg, Llc
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Golden State Wealth Management, LLC
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First International Bank of Israel Ltd.
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Onyx Bridge Wealth Group LLC
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Bracebridge Capital, LLC
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O'shaughnessy Asset Management, Llc
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SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
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Radnor Capital Management, LLC
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HCR Wealth Advisors
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Highbridge Capital Management Llc
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Birch Hill Investment Advisors LLC
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WealthBridge Investment Counsel Inc.
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Abacus Planning Group, Inc.
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High Probability Advisors, LLC
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Cornerstone Select Advisors, LLC
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Dynamic Advisor Solutions LLC
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
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Godsey & Gibb Associates
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Consolidated Portfolio Review Corp
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Sig Brokerage, Lp
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Actinver Wealth Management, Inc.
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Benjamin Edwards Inc
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Acima Private Wealth, Llc
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Central Pacific Bank - Trust Division
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Parallel Advisors, LLC
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FineMark National Bank & Trust
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Ameliora Wealth Management Ltd.
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Penney Financial, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Davidson Kempner Capital Management Lp
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Ramirez Asset Management, Inc.
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Bragg Financial Advisors, Inc
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Angeles Wealth Management, Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Fmr Llc
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JGP Wealth Management, LLC
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Capital Advisory Group Advisory Services, LLC
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Owl Creek Asset Management, L.P.
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Berkshire Asset Management Llc/pa
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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D. Scott Neal, Inc.
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Bank of New Hampshire
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JustInvest LLC
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Silvercrest Asset Management Group Llc
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Stockman Wealth Management, Inc.
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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Jackson Hole Capital Partners, LLC
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Eldridge Investment Advisors, Inc.
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Nicolet Bankshares Inc
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Richardson Financial Services Inc.
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Sentry LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
|
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Beese Fulmer Investment Management, Inc.
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Transcend Wealth Collective, Llc
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Morton Capital Management LLC/CA
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Graham Capital Management, L.P.
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Fayez Sarofim & Co
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Jag Capital Management, Llc
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|
Glenmede Trust Co Na
|
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Von Berge Wealth Management Group, LLC
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Granite Bay Wealth Management, LLC
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Polymer Capital Management (US) LLC
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DSG Capital Advisors, LLC
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Trust Point Inc.
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Garrett Investment Advisors LLC
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Diversify Advisory Services, LLC
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First Commonwealth Financial Corp /pa/
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Alpha Cubed Investments, LLC
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Hager Investment Management Services, Llc
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Sterling Investment Counsel, LLC
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True North Advisors, LLC
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Nicholas Hoffman & Company, LLC.
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Pettinga Financial Advisors, LLC
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TFG Advisers LLC
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Galilei Investment Office LLP
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SG Americas Securities, LLC
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Citadel Advisors Llc
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Arjuna Capital
|
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|
Rhumbline Advisers
|
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|
Schrum Private Wealth Management LLC
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|
Squarepoint Ops LLC
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|
Plotkin Financial Advisors, LLC
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|
MCF Advisors LLC
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|
United Community Bank
|
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|
Spinnaker Trust
|
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|
Single Point Partners, LLC
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|
Pandora Wealth, Inc.
|
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|
Glenview Trust Co
|
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|
IHT Wealth Management, LLC
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|
Successful Portfolios LLC
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|
RiverFront Investment Group, LLC
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|
Northern Trust Corp
|
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|
Grove Bank & Trust
|
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|
Financial Advisory Service, Inc.
|
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|
Greenwood Gearhart Inc
|
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|
Grantvest Financial Group LLC
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|
Walleye Capital LLC
|
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|
Ullmann Financial Group, Inc.
|
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|
USA Financial Portformulas Corp
|
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|
Retirement Income Solutions, Inc
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
Sovereign Financial Group, Inc.
|
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|
Parkside Financial Bank & Trust
|
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|
Stelac Advisory Services LLC
|
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|
GAMMA Investing LLC
|
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|
Nicolet Advisory Services, Llc
|
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|
Novus Advisors, Llc
|
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|
Citizens Business Bank
|
|
|
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|
|
Gridiron Partners, LLC
|
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|
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|
|
St. Louis Trust Co
|
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|
|
|
|
Argyle Capital Partners, LLC
|
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|
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|
|
Full Sail Capital, LLC
|
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|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
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|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
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|
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|
|
SJA Financial Advisory, LLC
|
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|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
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|
|
Carret Asset Management, Llc
|
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|
|
|
|
Ausdal Financial Partners, Inc.
|
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|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
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|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
ORR - EA Series Trust - Militia Long/Short Equity ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
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|
