Mml Investors Services, Llc
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
United Bank
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
Bricktown Capital, LLC
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
Summit Investment Advisors, Inc.
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
Avion Wealth
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
International City Management Association Retirement Corp
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
UBS Group AG
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
10Elms LLP
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
Great Oak Capital Partners, Llc
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
King Wealth
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
CNB Bank
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
CX Institutional
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
Ames National Corp
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
Betterment LLC
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
Trust Co
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
Legacy Advisors, LLC
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
Comerica Bank
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
Main Management LLC
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
S&co Inc
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
Legacy Trust
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
InvesTrust
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
Marquette Associates, Inc.
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
First National Trust Co
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
Accredited Investor Services, Llc
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
Premier Financial Group
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
1st Source Bank
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
Eastern Bank
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
Planwiser Financial, Llc
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
Bell Bank
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
Prairieview Wealth Partners, Llc
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
Members Advisory Group LLC
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
Bokf, Na
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
Fox Financial, Inc
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
American Trust
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
City State Bank
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
United Community Bank
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
Spence Asset Management
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
Fmr Llc
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
Nwam Llc
|
|
|
|
|
Optas, LLC
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
Commerce Bank
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
Simmons Bank
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
jvl associates llc
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
Creative Planning
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
Three Cord True Wealth Management, LLC
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
Security National Bank
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
Conning Inc.
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
Motco
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
City Holding Co
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
American National Bank
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
Summit Investment Advisory Services, LLC
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
Burney Co/
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|