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Tompkins Financial Corp
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Genesee Capital Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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Russell Investments Group, Ltd.
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Citizens Financial Group Inc/ri
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Schechter Investment Advisors, LLC
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Nbw Capital Llc
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Atlantic Private Wealth, LLC
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Assetmark, Inc
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Ameritas Advisory Services, LLC
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Mount Yale Investment Advisors, LLC
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InvesTrust
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Intrepid Financial Planning Group LLC
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Chapin Davis, Inc.
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Td Private Client Wealth Llc
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Garrison Point Advisors, Llc
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Pinnacle Bancorp, Inc.
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Maryland Capital Advisors Inc.
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Foundation Wealth Management, LLC\PA
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Milestone Investment Advisors LLC
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NorthRock Partners, LLC
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Glenview Trust Co
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Johnson Investment Counsel Inc
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Guidance Point Advisors, LLC
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Modern Wealth Management, LLC
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Ariston Services Group
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Quadcap Wealth Management, LLC
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Allodium Investment Consultants, LLC
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Elevated Capital Advisors, LLC
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Greenleaf Trust
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Parvin Asset Management, LLC
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Mather Group, Llc.
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Diversify Wealth Management, Llc
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Principal Securities, Inc.
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Focus Financial Network, Inc.
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Pettyjohn, Wood & White, Inc
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Sei Investments Co
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Integrity Alliance, Llc.
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Tritonpoint Wealth, Llc
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Cerity Partners LLC
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Bare Financial Services, Inc
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Bank of Jackson Hole Trust
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Spire Wealth Management
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Citadel Advisors Llc
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TFB Advisors LLC
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First Business Financial Services, Inc.
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Ausdal Financial Partners, Inc.
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Glenmede Trust Co Na
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Bank of New York Mellon Corp
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Gries Financial Llc
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Foundation Wealth Management, LLC
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Cherry Tree Wealth Management, LLC
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High Note Wealth, LLC
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Pensionmark Financial Group, Llc
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Riversedge Advisors, Llc
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Mesirow Financial Investment Management, Inc.
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Resources Investment Advisors, LLC.
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Betterment LLC
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Magnus Financial Group LLC
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Fiduciary Planning LLC
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Pflug Koory, LLC
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Icon Wealth Advisors, LLC
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Oakworth Capital, Inc.
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Epiq Partners, Llc
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Mascoma Wealth Management LLC
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Arbor Investment Advisors, LLC
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Sunbeam Capital Management, LLC
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Harbour Investments, Inc.
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Envestnet Asset Management Inc
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Oxford Financial Group Ltd
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IFP Advisors, Inc
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Mason Investment Advisory Services, Inc.
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GSB Wealth Management, LLC
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Scotia Capital Inc.
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Pointe Capital Management LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Stratos Wealth Partners, LTD.
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Us Bancorp \de\
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Forefront Analytics, LLC
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SRS Capital Advisors, Inc.
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Fiduciary Wealth Partners, LLC
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Smartleaf Asset Management LLC
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Intergy Private Wealth, LLC
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Wells Fargo & Company/mn
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Summit Wealth Partners, LLC
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Tradition Wealth Management, LLC
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Prosperity Planning, Inc.
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Fidelis Capital Partners, LLC
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True North Advisors, LLC
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International Assets Investment Management, Llc
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Allium Financial Advisors, Llc
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Vance Wealth, Inc.
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United Capital Financial Advisers, Llc
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Aqr Capital Management Llc
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Strategic Wealth Partners, Ltd.
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Wealthspan Partners, Llc
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Ark & Tlk Investments, Llc
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Vanguard Group Inc
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Relyea Zuckerberg Hanson LLC
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Jane Street Group, Llc
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Capital A Wealth Management, LLC
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CI Private Wealth, LLC
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WoodTrust Financial Corp
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Triad Wealth Partners, LLC
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Harbour Capital Advisors, LLC
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Sequoia Financial Advisors, LLC
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Grove Bank & Trust
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Shepherd Financial Partners LLC
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Oldfather Financial Services, LLC
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Rockefeller Capital Management L.P.
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Colonial Trust Co / SC
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Connecticut Wealth Management, LLC
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Atticus Wealth Management, Llc
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Ameriflex Group, Inc.
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Kestra Investment Management, LLC
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S&co Inc
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Nelson Capital Management, LLC
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Alerus Financial Na
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SCS Capital Management LLC
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Stonebridge Financial Planning Group, LLC
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Primoris Wealth Advisors, Llc
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TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z
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ORG Partners LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Bfsg, Llc
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Eight 31 Financial Llc
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Apollon Wealth Management, LLC
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Evercore Wealth Management, LLC
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Congress Asset Management Co /ma
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Arkadios Wealth Advisors
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Murphy & Mullick Capital Management Corp
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Cullen/frost Bankers, Inc.
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Droms Strauss Advisors Inc /mo/ /adv
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Kingsview Wealth Management, LLC
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Skopos Labs, Inc.
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Bessemer Group Inc
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Centaurus Financial, Inc.
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Trust Co Of Toledo Na /oh/
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Plante Moran Financial Advisors, LLC
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HighMark Wealth Management LLC
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Twin Lakes Capital Management, LLC
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VestGen Advisors, LLC
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RPg Family Wealth Advisory, LLC
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Orgel Wealth Management, LLC
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Fiduciary Trust Co
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Rialto Wealth Management, LLC
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Synovus Financial Corp
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High Falls Advisors, Inc
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Clarion Wealth Managment Partners, LLC
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Ancora Advisors, LLC
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Cahill Financial Advisors Inc
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Biltmore Family Office, LLC
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Millstone Evans Group, LLC
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Flagship Private Wealth, LLC
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Private Trust Co Na
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Castleark Management Llc
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Bogart Wealth, LLC
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Avidian Wealth Solutions, LLC
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SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I
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Holistic Planning, LLC
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Orion Portfolio Solutions, LLC
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HHM Wealth Advisors, LLC
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Tassel Capital Management, Inc.
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Congress Wealth Management LLC / DE /
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Haverford Trust Co
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RDA Financial Network
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Hurley Capital, LLC
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Flaharty Asset Management, LLC
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M&t Bank Corp
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O'shaughnessy Asset Management, Llc
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Bnp Paribas Arbitrage, Sa
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Cedar Mountain Advisors, LLC
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Rice Hall James & Associates, Llc
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Townsend Asset Management Corp /nc/ /adv
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Mayport, Llc
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Trust Point Inc.
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Sepio Capital, LP
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First Horizon Advisors, Inc.
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William Blair Investment Management, Llc
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Kennicott Capital Management Llc
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Heck Capital Advisors, LLC
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Strategic Financial Concepts, LLC
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Avaii Wealth Management, Llc
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Advisor Group Holdings, Inc.
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Susquehanna International Group, Llp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Alesco Advisors Llc
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Sage Capital Management, LLC
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Baxter Bros Inc
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Madison Asset Management, LLC
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Merit Financial Group, LLC
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Brinker Capital Investments, LLC
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Mv Capital Management, Inc.
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Boreal Capital Management LLC
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Presidio Capital Management, LLC
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Sage Mountain Advisors LLC
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Two Sigma Investments, Lp
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West Branch Capital LLC
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Gutierrez Wealth Advisory, LLC
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Catalytic Wealth RIA, LLC
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Ascent Group, LLC
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Abound Wealth Management
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Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II
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Lazard Asset Management Llc
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Park Place Capital Corp
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First Merchants Corp
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Carbahal Olsen Financial Services Group, LLC
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NewEdge Wealth, LLC
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Proactive Wealth Strategies LLC
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Compass Ion Advisors, LLC
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Provident Wealth Management, LLC
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Atlantic Trust, LLC
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Chevy Chase Trust Holdings, Inc.
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First National Bank Sioux Falls
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Cardiff Park Advisors, Llc
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Lowery Thomas, Llc
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Sound Income Strategies, LLC
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SkyOak Wealth, LLC
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Angeles Wealth Management, Llc
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Aft, Forsyth & Company, Inc.
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Glenmede Investment Management, LP
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Integrity Financial Corp /WA
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Fuller & Thaler Asset Management, Inc.
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Institute for Wealth Management, LLC.
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Fayez Sarofim & Co
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Argentarii, LLC
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Capital Advisors, Ltd. LLC
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Corsair Capital Management, L.p.
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Legacy Trust
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Noble Family Wealth, LLC
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HBK Sorce Advisory LLC
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Avenue 1 Advisors, LLC
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FineMark National Bank & Trust
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Grey Fox Wealth Advisors, LLC
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Hollencrest Capital Management
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Spinnaker Trust
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Peachtree Investment Partners, LLC
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Great Valley Advisor Group, Inc.
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Townsquare Capital Llc
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Dakota Wealth Management
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Wealth Preservation Advisors, LLC
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Umb Bank N A/mo
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McIlrath & Eck, LLC
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Mill Creek Capital Advisors, LLC
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Heartwood Wealth Advisors LLC
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Shaker Investments Llc/oh
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Wealthfront Advisers Llc
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Principal Financial Group Inc
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Grayhawk Investment Strategies Inc.
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GHP Investment Advisors, Inc.
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Consolidated Portfolio Review Corp
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Palisade Asset Management, LLC
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Centennial Bank/AR/
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Tranquility Partners, LLC
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Pnc Financial Services Group, Inc.
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Boston Family Office Llc
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Pinnacle Associates Ltd
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Investment Partners, Ltd.
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Kanawha Capital Management Llc
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Dentgroup LLC
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Signaturefd, Llc
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Allegheny Financial Group LTD
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Lion Street Advisors, LLC
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Financial Sense Advisors, Inc.
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Fulton Bank, N.a.
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Paradigm Financial Partners, Llc
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Equitable Holdings, Inc.
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Moors & Cabot, Inc.
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Quent Capital, LLC
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Cahaba Wealth Management, Inc.
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Centennial Wealth Advisory LLC
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Strategies Wealth Advisors, LLC
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BHK Investment Advisors, LLC
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Curtis Advisory Group, LLC
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Stephens Inc /ar/
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Clearwater Capital Advisors, LLC
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Lwm Advisors Inc
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Arcadia Investment Management Corp/mi
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Armor Investment Advisors, LLC
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Keudell/Morrison Wealth Management
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DAVENPORT & Co LLC
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Marco Investment Management Llc
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Jupiter Wealth Management LLC
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Mitchell Mcleod Pugh & Williams Inc
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TimesSquare Capital Management, LLC
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Banco BTG Pactual S.A.
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GAMMA Investing LLC
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Legacy Investment Solutions, LLC
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PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
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Coastwise Capital Group, LLC
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Advisors Capital Management, LLC
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Sunpointe, LLC
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Sterling Capital Management LLC
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Fountainhead AM, LLC
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Geneva Capital Management Llc
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First Bancorp, Inc /ME/
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Willner & Heller, Llc
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Klingenstein Fields & Co Lp
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jvl associates llc
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Franklin Resources Inc
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Clientfirst Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Raymond James Financial Inc
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St. Louis Trust Co
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StoneX Group Inc.
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CAPROCK Group, Inc.
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Armstrong Advisory Group, Inc
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Alliancebernstein L.p.
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Horizon Bancorp Inc /in/
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Farmers & Merchants Trust Co of Chambersburg PA
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Texas Yale Capital Corp.
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Sax Wealth Advisors, Llc
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Independent Advisor Alliance
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Waddell & Associates, Llc
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AMG National Trust Bank
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Verus Capital Partners, Llc
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Whittier Trust Co
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Kozak & Associates, Inc.
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Wealthcare Advisory Partners LLC
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Tidemark, LLC
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Cornerstone Wealth Management, LLC
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Capital Group Private Client Services, Inc.
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BridgePort Financial Solutions, LLC
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Kayne Anderson Rudnick Investment Management Llc
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GWM Advisors LLC
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Rhumbline Advisers
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Zrc Wealth Management, Llc
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First Commonwealth Financial Corp /pa/
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Naviter Wealth, LLC
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Bishop & Co Investment Management, LLC
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Pacific Point Advisors, LLC
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Marshall Financial Group Inc /adv
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Covenant Partners, LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Wellington Management Group Llp
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Westover Capital Advisors, LLC
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SGL Investment Advisors, Inc.
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LMG Wealth Partners, LLC
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Financial Engines Advisors L.L.C.
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LRI Investments, LLC
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MidWestOne Financial Group, Inc.
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Lane & Associates LLC
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Badgley Phelps Wealth Managers, LLC
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Hoxton Planning & Management, LLC
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Kestra Advisory Services, LLC
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Snowden Capital Advisors LLC
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Tortoise Investment Management, LLC
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360 Financial, Inc.
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Mariner, LLC
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Connective Capital Management, LLC
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GPS Wealth Strategies Group, LLC
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Rsm Us Wealth Management Llc
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Baird Financial Group, Inc.
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Mercer Global Advisors Inc /adv
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Cornerstone Wealth Advisors, Inc.
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Bear Mountain Capital, Inc.
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Destination Wealth Management
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Global Wealth Strategies & Associates
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Forum Financial Management, LP
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Webster Bank, N. A.
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Transatlantique Private Wealth Llc
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Founders Financial Alliance, LLC
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Farther Finance Advisors, LLC
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Instrumental Wealth, Llc
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Pandora Wealth, Inc.
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Oppenheimer & Co Inc
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Arcadia Investment Advisors Llc
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Salem Investment Counselors Inc
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Blue Barn Wealth, LLC
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Essex Investment Management Co Llc
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Capital Analysts, Inc.
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Brown Advisory Inc
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Manchester Capital Management LLC
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Highland Capital Management, Llc
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Hartland & Co., LLC
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MEMBERS Trust Co
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McAdam, LLC
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Barclays Plc
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Hantz Financial Services, Inc.
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QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A
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PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
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Cascade Wealth Advisors, Inc
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Dagco, Inc.
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Dorsey & Whitney Trust CO LLC
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Leo Wealth, LLC
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Securian Funds Trust - SFT Ivy Small Cap Growth Fund
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Huntington National Bank
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Thompson Siegel & Walmsley Llc
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Wealth Enhancement Advisory Services, Llc
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Carnegie Capital Asset Management, LLC
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Addison Advisors LLC
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West Michigan Advisors, Llc
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Mechanics Bank Trust Department
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Newton One Investments LLC
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Delta Financial Group, Inc.
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Moody Lynn & Lieberson, Llc
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JMG Financial Group, Ltd.
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Anchor Investment Management, LLC
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Lighthouse Financial LLC
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SOUTH STATE Corp
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|
FourThought Financial Partners, LLC
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Mission Wealth Management, Lp
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Rodgers & Associates, LTD
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Garde Capital, Inc.
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Custom Index Systems, Llc
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Atlantic Union Bankshares Corp
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Wetherby Asset Management Inc
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Holland Advisory Services, Inc.
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WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N
|
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West Paces Advisors Inc.
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Eagle Strategies LLC
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Stoneridge Investment Partners Llc
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Oak Harbor Wealth Partners, Llc
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HFG Advisors, Inc.
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TFG Advisers LLC
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Kessler Investment Group, LLC
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McKinley Carter Wealth Services, Inc.
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HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
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|
Prudential Financial Inc
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Capital Investment Advisory Services, LLC
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Mutual Advisors, LLC
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Zions Bancorporation, National Association /ut/
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Bensler, LLC
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Total Wealth Planning, Llc
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Parallel Advisors, LLC
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BOK Financial Private Wealth, Inc.
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JNBA Financial Advisors
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Fmr Llc
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PBMares Wealth Management LLC
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Smith, Salley & Associates
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Rothschild Investment Llc
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Paragon Capital Management Ltd
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Family Management Corp
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David Wealth Management LLC
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Pure Financial Advisors, Inc.
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Twin Tree Management, LP
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Stratos Wealth Advisors, LLC
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|
Graypoint LLC
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|
Frazier Financial Advisors, LLC
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|
KDK Private Wealth Management, LLC
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|
Cranbrook Wealth Management, LLC
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|
Citizens National Bank Trust Department
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|
CVA Family Office, LLC
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|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Opal Wealth Advisors, LLC
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Sofos Investments, Inc.
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CENTRAL TRUST Co
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Evoke Wealth, Llc
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Sagespring Wealth Partners, Llc
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Diversified Portfolios, Inc.
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Gts Securities Llc
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Disciplined Investments, LLC
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Dravo Bay Llc
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Rice Partnership, LLC
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Montag A & Associates Inc
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Ironwood Investment Counsel, LLC
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Syntax Research, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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Family Investment Center, Inc.
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|
William Howard & Co Financial Advisors Inc
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Ritholtz Wealth Management
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Insight Inv LLC
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Ci Investments Inc.
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Ronald Blue Trust, Inc.
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CIBC Private Wealth Group, LLC
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Squarepoint Ops LLC
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|
Sigma Investment Counselors Inc
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|
Bartlett & Co. Wealth Management Llc
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|
Cwm, Llc
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MCF Advisors LLC
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Pinnacle Financial Partners Inc
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Advance Capital Management, Inc.
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Atlantic Edge Private Wealth Management, LLC
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McGuire Investment Group, LLC
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|
Chemung Canal Trust Co
|
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Beacon Capital Management, LLC
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|
D.a. Davidson & Co.
|
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Occidental Asset Management, LLC
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First Foundation Advisors
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Financial Guidance Group, Inc.
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Financial Advisory Service, Inc.
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Falcon Wealth Planning
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|
Parkside Financial Bank & Trust
|
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|
|
|
Klingman & Associates, LLC
|
|
|
|
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|
Hsbc Holdings Plc
|
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|
Financial Network Wealth Management LLC
|
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|
Gotham Asset Management, LLC
|
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|
|
|
|
Navis Wealth Advisors, LLC
|
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|
Trust Co Of Vermont
|
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|
|
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|
Capital Investment Advisors, LLC
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|
BRYN MAWR TRUST Co
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Valmark Advisers, Inc.
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Ieq Capital, Llc
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Mascagni Wealth Management, Inc.
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Jain Global LLC
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Alexander Labrunerie & Co., Inc.
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Sand Hill Global Advisors, LLC
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Diversified Enterprises, LLC
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Selective Wealth Management, Inc.
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|
Legacy Bridge, LLC
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|
Visionary Wealth Advisors
|
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|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
XML Financial, LLC
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|
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|
Game Plan Financial Advisors, LLC
|
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|
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|
Colony Group, LLC
|
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|
Fifth Third Bancorp
|
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|
New Age Alpha Advisors, LLC
|
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|
|
|
|
Fundamentun, Llc
|
|
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|
Eq Wealth Advisors, Llc
|
|
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|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
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|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
|
|
|
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|
Widmann Financial Services, Inc.
|
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|
|
|
|
Integrated Advisors Network LLC
|
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|
Smithbridge Asset Management Inc/de
|
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|
|
|
Ameriprise Financial Inc
|
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|
Adirondack Trust Co
|
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|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
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|
Boston Private Wealth Llc
|
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|
|
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|
Summa Corp.
|
|
|
|
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|
Empirical Asset Management, LLC
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|
Csenge Advisory Group
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|
Pegasus Asset Management, Inc.
|
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|
Commonwealth Equity Services, Llc
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|
National Bank Of Canada /fi/
|
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|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
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|
Washington Trust Bank
|
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|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Midwest Trust Co
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|
Atlas Capital Advisors Llc
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
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|
RFG Advisory, LLC
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|
Stephens Group Asset Management, Llc
|
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|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
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|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
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|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
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|
|
|
|
Yarbrough Capital, LLC
|
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Spears Abacus Advisors LLC
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|
Patriot Investment Management Inc.
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Harbor Investment Advisory, Llc
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|
TD Waterhouse Canada Inc.
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|
Peapack Gladstone Financial Corp
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|
North Capital, Inc.
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|
Roanoke Asset Management Corp/ Ny
|
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|
Sage Financial Group Inc
|
|
|
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|
|
Somerset Group LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
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|
Bragg Financial Advisors, Inc
|
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|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
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|
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|
Northern Trust Corp
|
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|
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|
Wealthspire Advisors, LLC
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|
AE Wealth Management LLC
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|
Sunbelt Securities, Inc.
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|
Aprio Wealth Management, LLC
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|
Daymark Wealth Partners, Llc
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|
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|
Waldron Private Wealth LLC
|
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|
|
|
Old National Bancorp /in/
|
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|
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|
Summit Wealth Group Llc / Co
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|
|
|
|
Green Square Capital Advisors Llc
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Park Avenue Securities Llc
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EP Wealth Advisors, Inc.
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|
Integrated Wealth Concepts LLC
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Global Trust Asset Management, LLC
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|
|
Optimum Investment Advisors
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|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
SK Wealth Management, LLC
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|
|
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|
Adviser Investments LLC
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|
Perigon Wealth Management, LLC
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|
Creative Planning
|
|
|
|
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|
Financial Partners Group, Inc
|
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|
|
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|
POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
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|
Buckingham Strategic Partners
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
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|
|
|
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|
Lgl Partners, Llc
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|
Center for Financial Planning, Inc.
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|
Operose Advisors LLC
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Wealth Architects, LLC
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Price T Rowe Associates Inc /md/
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Atria Wealth Solutions, Inc.
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Sigma Planning Corp
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Anderson Hoagland & Co
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Modera Wealth Management, LLC
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Trust Co
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Coldstream Capital Management Inc
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Bokf, Na
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IHT Wealth Management, LLC
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Sequent Asset Management, LLC
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Fiduciary Financial Group, Llc
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Avion Wealth
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Two Sigma Securities, Llc
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Gallagher Fiduciary Advisors, LLC
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Tobias Financial Advisors, Inc.
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Sentinel Wealth Management, Inc.
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Qube Research & Technologies Ltd
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Salus Financial Advisors, LLC
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UBS Group AG
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Echo45 Advisors LLC
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FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
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General Partner, Inc.
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Glassman Wealth Services
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Janney Montgomery Scott LLC
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Finley Financial, LLC
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Citigroup Inc
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L & S Advisors Inc
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Wescott Financial Advisory Group, LLC
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Glass Jacobson Investment Advisors llc
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City Holding Co
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CNB Bank
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Copia Wealth Management
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Axiom International Investors Llc /de
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Garrett Investment Advisors LLC
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Fiera Capital Corp
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Summit Financial, LLC
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Arete Wealth Advisors, LLC
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Brown Brothers Harriman & Co
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Quest 10 Wealth Builders, Inc.
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Oder Investment Management, LLC
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Allen Investment Management LLC
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Provenance Wealth Advisors, LLC
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Fortis Group Advisors, LLC
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FSA Wealth Management LLC
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Macquarie Group Ltd
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Sanibel Captiva Trust Company, Inc.
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CFS Investment Advisory Services, LLC
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Blair William & Co/il
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LS Investment Advisors, LLC
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Natixis Advisors, L.p.
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Fort Washington Investment Advisors Inc /oh/
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Freestone Capital Holdings, LLC
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EverSource Wealth Advisors, LLC
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Topel & Distasi Wealth Management, LLC
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Patten & Patten Inc/tn
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Whittier Trust Co Of Nevada Inc
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Prestige Wealth Management Group LLC
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My Purposeful Wealth Corp.
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Fulton Breakefield Broenniman Llc
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Bearing Point Capital, Llc
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Bernard Wealth Management Corp.
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Rossby Financial, LCC
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Cordatus Wealth Management LLC
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SlateStone Wealth, LLC
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Meridian Wealth Management, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Financial Perspectives, Inc
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Sonata Capital Group Inc
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BancorpSouth Bank
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Laurel Wealth Advisors LLC
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Simon Quick Advisors, Llc
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Chicago Partners Investment Group LLC
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Parkshore Wealth Management, Inc.
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Sandy Spring Bank
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WealthPLAN Partners, LLC
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Ntv Asset Management Llc
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Vaughan David Investments Inc/il
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Team Hewins, LLC
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Harwood Advisory Group, LLC
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LBJ Family Wealth Advisors, Ltd.
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Sierra Capital LLC
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Country Club Bank /gfn
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MWA Asset Management
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Hanson & Doremus Investment Management
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Armstrong, Fleming & Moore, Inc
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Activest Wealth Management
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Castle Wealth Management Llc
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
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|
Morgan Stanley
|
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Captrust Financial Advisors
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Roof Eidam & Maycock/adv
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United Advisor Group, LLC
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Davidson Trust Co
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Camden Capital, LLC
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Change Path, LLC
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Mml Investors Services, Llc
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Canandaigua National Bank & Trust Co
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one8zero8, LLC
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Prospera Financial Services Inc
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Luts & Greenleigh Group, Inc
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AdvisorNet Financial, Inc
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Renaissance Technologies Llc
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Golden State Wealth Management, LLC
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Avantax Advisory Services, Inc.
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Eastern Bank
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Salomon & Ludwin, LLC
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State Street Corp
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Corundum Group, Inc.
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Newbridge Financial Services Group, Inc.
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Warner Financial, Inc
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Cary Street Partners Financial Llc
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Brookstone Capital Management
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Global Retirement Partners, LLC
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National Asset Management, Inc.
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Thrivent Financial For Lutherans
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DT Investment Partners, LLC
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Croban
|
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Linscomb & Williams, Inc.
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Keystone Wealth Services, LLC
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Caldwell Securities, Inc
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Cambridge Investment Research Advisors, Inc.
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Blake Schutter Theil Wealth Advisors, LLC
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Embree Financial Group
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|
Concord Wealth Partners
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|
Lewis Asset Management, LLC
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|
Bangor Savings Bank
|
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|
Warren Averett Asset Management, LLC
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Eagle Bay Advisors LLC
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|
Jasper Ridge Partners, L.P.
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|
Brown Wealth Management, Llc
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Palisades Hudson Asset Management, L.P.
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Perkins Coie Trust Co
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Insight 2811, Inc.
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Bridge City Capital, LLC
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Barings Llc
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Renasant Bank
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Harbor Asset Planning, Inc.
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|
Wiley Bros.-aintree Capital, Llc
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Morton Brown Family Wealth, LLC
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|
Pacific Life Fund Advisors LLC
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|
Clear Creek Financial Management, LLC
|
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|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
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|
Intelligence Driven Advisers, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
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|
Creative Financial Designs Inc /adv
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|
Joel Isaacson & Co., LLC
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Plancorp, LLC
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Aviance Capital Partners, LLC
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|
MONECO Advisors, LLC
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|
Premier Path Wealth Partners, LLC
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|
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|
Bell Bank
|
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|
|
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|
Viawealth, Llc
|
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|
Quotient Wealth Partners, LLC
|
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|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
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|
Diversified Trust Co
|
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|
DiMeo Schneider & Associates, L.L.C.
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Coastal Investment Advisors, Inc.
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Emerald Investment Partners, Llc
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Taylor, Cottrill, Erickson & Associates, Inc.
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Atria Investments Llc
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Stordahl Capital Management, Inc.
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Triumph Capital Management
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|
North Star Investment Management Corp.
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|
|
Hm Payson & Co
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
|
|
Archer Investment Corp
|
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|
Investors Research Corp
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|
Lido Advisors, LLC
|
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|
Hilltop Holdings Inc.
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|
|
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|
Baker Avenue Asset Management, LP
|
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|
|
|
|
Larson Financial Group LLC
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|
|
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|
Legal & General Group Plc
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|
Phillips Financial Management, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
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|
|
|
Loomis Sayles & Co L P
|
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|
|
|
|
Stifel Financial Corp
|
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|
|
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|
Tiaa Trust, National Association
|
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|
Nbt Bank N A /ny
|
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|
|
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|
UNIVEST FINANCIAL Corp
|
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|
|
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|
Cornerstone Planning Group LLC
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|
Trifecta Capital Advisors, LLC
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|
Cohen Klingenstein LLC
|
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|
Tounjian Advisory Partners, Llc
|
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|
KKM Financial LLC
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Gladstone Institutional Advisory LLC
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|
Greatmark Investment Partners, Inc.
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|
Riverbridge Partners Llc
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Royal Bank Of Canada
|
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|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
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|
|
|
Paladin Advisory Group, LLC
|
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|
|
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|
Athena Investment Management
|
|
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|
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|
Financial Advocates Investment Management
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|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Truist Financial Corp
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|
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|
EPG Wealth Management LLC
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|
Atlas Brown,Inc.
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|
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|
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|
VAUGHAN & Co SECURITIES, INC.
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|
Venture Visionary Partners LLC
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Bedel Financial Consulting, Inc.
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Private Wealth Asset Management, LLC
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Chatham Capital Group, Inc.
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Winthrop Capital Management, LLC
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Atomi Financial Group, Inc.
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|
Farmers & Merchants Investments Inc
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|
Semmax Financial Advisors Inc.
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|
|
|
|
QPX - AdvisorShares Trust - AdvisorShares Q Dynamic Growth ETF
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
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|
|
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|
Glen Eagle Advisors, LLC
|
|
|
|
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|
Allworth Financial LP
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|
Cladis Investment Advisory, LLC
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|
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|
Geneos Wealth Management Inc.
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
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|
PFS Partners, LLC
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|
|
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|
Advisory Services Network, LLC
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|
|
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|
Regions Financial Corp
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|
Deutsche Bank Ag\
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
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|
|
|
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|
Accredited Investors Inc.
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|
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|
Crescent Grove Advisors, LLC
|
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|
|
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|
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Heritage Investors Management Corp
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|
Flow Traders U.s. Llc
|
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|
Fifth Third Securities, Inc.
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|
Future Fund LLC
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|
|
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|
Asset Dedication, LLC
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|
|
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|
Seelaus Asset Management LLC
|
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|
|
|
|
Lodestar Private Asset Management Llc
|
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|
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|
CoreCap Advisors, LLC
|
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|
|
|
|
BlackRock, Inc.
|
|
|
|
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|
Commerce Bank
|
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|
|
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|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
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|
|
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|
Equitable Trust Co
|
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|
|
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|
Ethos Financial Group, LLC
|
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|
|
|
|
Mendota Financial Group, LLC
|
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|
|
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|
Tudor Investment Corp Et Al
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|
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|
Eukles Asset Management
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|
|
|
|
Hancock Whitney Corp
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|
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|
Monograph Wealth Advisors, Llc
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|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Savant Capital, LLC
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|
|
|
AdvisorShares Investments LLC
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|
Rosenblum Silverman Sutton S F Inc /ca
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|
NFP Retirement, Inc.
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|
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|
Headlands Technologies LLC
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|
|
|
|
Alpine Bank Wealth Management
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|
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|
Smith, Moore & Co.
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|
|
|
Towerpoint Wealth, LLC
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|
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|
Gerber Kawasaki Wealth & Investment Management
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|
|
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|
Foundations Investment Advisors, LLC
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|
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|
Silvercrest Asset Management Group Llc
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|
Clear Investment Research, Llc
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|
|
|
Nations Financial Group Inc, /ia/ /adv
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|
|
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|
Transform Wealth, LLC
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|
|
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|
We Are One Seven, LLC
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|
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|
Bank Of America Corp /de/
|
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|
Bank Of Montreal /can/
|
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|
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|
Private Advisor Group, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
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|
Kestra Private Wealth Services, Llc
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|
|
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|
Richardson Financial Services Inc.
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|
|
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|
FC Advisory LLC
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|
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|
St Germain D J Co Inc
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|
Powell Investment Advisors, LLC
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|
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|
Financial Freedom, LLC
|
|
|
|
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|
Perfromance Wealth Partners, LLC
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|
First United Bank Trust/
|
|
|
|
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|
Legend Financial Advisors, Inc.
|
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|
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|
Wedbush Securities Inc
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|
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|
Gleason Group, Inc.
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
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|
Common Fund For Nonprofit Organizations
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|
|
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|
Ashton Thomas Private Wealth, LLC
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|
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|
Appleton Partners Inc/ma
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|
Brighton Jones Llc
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|
Mpwm Advisory Solutions, Llc
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|
|
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|
Pathstone Holdings, LLC
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|
|
|
|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
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|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
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|
Allspring Global Investments Holdings, LLC
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|
|
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|
Verdence Capital Advisors LLC
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|
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|
Erickson Financial Group, LLC
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|
|
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|
Rocky Mountain Advisers, Llc
|
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|
|
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|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
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|
|
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|
HB Wealth Management, LLC
|
|
|
|
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|
Clarius Group, LLC
|
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|
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|
Roffman Miller Associates Inc /pa/
|
|
|
|
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|
Rehmann Capital Advisory Group
|
|
|
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|
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Sowell Financial Services LLC
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Investment Advisory Group, LLC
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Welch & Forbes Llc
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Northstar Financial Companies, Inc.
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Dunhill Financial, LLC
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Massmutual Trust Co Fsb/adv
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Elgethun Capital Management
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Jfs Wealth Advisors, Llc
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BTC Capital Management, Inc.
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Key FInancial Inc
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First Citizens Bank & Trust Co
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CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
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Keybank National Association/oh
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Radnor Capital Management, LLC
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Northern Oak Wealth Management Inc
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CHURCHILL MANAGEMENT Corp
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Pinnacle Wealth Planning Services, Inc.
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Schneider Downs Wealth Management Advisors, LP
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BankPlus Trust Department
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Goldman Sachs Group Inc
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Morris Financial Concepts, Inc.
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Mma Asset Management Llc
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RTD Financial Advisors, Inc.
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Hamilton Point Investment Advisors, LLC
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Concurrent Investment Advisors, LLC
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Transcend Wealth Collective, Llc
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Inspirion Wealth Advisors, Llc
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Thoroughbred Financial Services, Llc
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Wolff Wiese Magana Llc
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Binnacle Investments Inc
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Marshall & Sullivan Inc /wa/
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Gen-Wealth Partners Inc
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BluePointe Capital Management, LLC
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Jackson, Grant Investment Advisers, Inc.
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HighTower Advisors, LLC
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First Pacific Financial
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Cetera Investment Advisers
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Howe & Rusling Inc
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Missouri Trust & Investment Co
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First Command Advisory Services, Inc.
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Nbc Securities, Inc.
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Mosaic Family Wealth Partners, Llc
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Wood Tarver Financial Group, LLC
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Richardson Capital Management LLC
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Jpmorgan Chase & Co
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Jackson Hole Capital Partners, LLC
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Courier Capital Llc
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Bailard, Inc.
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Aspiriant, Llc
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Nwam Llc
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Clare Market Investments LLC
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Beacon Pointe Advisors, LLC
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Confluence Wealth Services, Inc.
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AlphaCore Capital LLC
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TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
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Stephen J. Garry & Associates, Llc
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Guardian Wealth Advisors, Llc / Nc
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Independence Bank of Kentucky
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Wbh Advisory Inc
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Halbert Hargrove Global Advisors, Llc
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Versant Capital Management, Inc
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Trust Co of the South
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Bank OZK
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United Community Bank
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Berkshire Asset Management Llc/pa
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Platform Technology Partners
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MAI Capital Management
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Lindbrook Capital, Llc
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Fiduciary Alliance LLC
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One Capital Management, LLC
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Cresset Asset Management, LLC
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PrairieView Partners, LLC
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Shakespeare Wealth Management, Inc.
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Clearbridge Investments, LLC
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QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
|
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Summit Trail Advisors, Llc
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Smithfield Trust Co
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Transce3nd, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
|
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Granite Investment Partners, LLC
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Evermay Wealth Management Llc
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Rise Advisors, LLC
|
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|
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
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Fund Evaluation Group, LLC
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Chicago Capital, LLC
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Birch Hill Investment Advisors LLC
|
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Affinity Capital Advisors, LLC
|
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|
First Western Trust Bank
|
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|
POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Lake Street Financial Llc
|
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|
FSM Wealth Advisors, LLC
|
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|
Moneta Group Investment Advisors Llc
|
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|
Gables Capital Management Inc.
|
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Sapient Capital Llc
|
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Comerica Bank
|
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|
LPL Financial LLC
|
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|
Coston, McIsaac & Partners
|
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Quadrant Capital Group Llc
|
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Ironwood Financial, llc
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