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Wealthcare Advisory Partners LLC
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LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
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Cosner Financial Group, LLC
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Peak Financial Management, Inc.
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NewEdge Wealth, LLC
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Comerica Bank
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Ancora Advisors, LLC
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United Capital Financial Advisers, Llc
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Ohio National Investments, Inc.
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Ashton Thomas Private Wealth, LLC
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PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A
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TSA Wealth Managment LLC
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Rialto Wealth Management, LLC
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Signature Securities Group Corporation
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Alliance Wealth Advisors, LLC /UT
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Bnp Paribas
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Bellwether Advisors, LLC
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Winch Advisory Services, LLC
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Van Hulzen Asset Management, LLC
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Mesirow Financial Investment Management, Inc.
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TT Capital Management LLC
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Wealthgarden F.s. Llc
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Meadow Creek Wealth Advisors Llc
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Northwest & Ethical Investments L.P.
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Camelot Technology Advisors, Inc.
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Tiemann Investment Advisors, Llc
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Independent Family Office, LLC
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Regal Investment Advisors LLC
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Glen Eagle Advisors, LLC
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CoreCap Advisors, LLC
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HB Wealth Management, LLC
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Sandhill Capital Partners LLC
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Salem Investment Counselors Inc
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Fiduciary Financial Group, Llc
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Johnson Financial Group, Inc.
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Global Trust Asset Management, LLC
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Fiduciary Trust Co
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Asset Management One Co., Ltd.
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Wiley Bros.-aintree Capital, Llc
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Everstar Asset Management, LLC
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Atlantic Trust, LLC
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Anfield Capital Management, LLC
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Cary Street Partner Investment Advisory Llc
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Alley Investment Management Company, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Diversify Advisory Services, LLC
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Pin Oak Investment Advisors Inc
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Intergy Private Wealth, LLC
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Pictet & Cie (Europe) SA
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First Command Advisory Services, Inc.
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Hollencrest Capital Management
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Bessemer Group Inc
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Nwam Llc
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Brasada Capital Management, Lp
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Financial Freedom, LLC
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Savvy Advisors, Inc.
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Crews Bank & Trust
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Hemington Wealth Management
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Operose Advisors LLC
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National Mutual Insurance Federation of Agricultural Cooperatives
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Walleye Trading LLC
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Sincerus Advisory, LLC
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Foguth Wealth Management, LLC.
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First United Bank Trust/
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Rsm Us Wealth Management Llc
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DecisionPoint Financial, LLC
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Jmac Enterprises Llc
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Ameriprise Financial Inc
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Financiere des Professionnels - Fonds d,investissement inc.
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Skopos Labs, Inc.
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Financial Network Wealth Advisors LLC
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Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
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Ameritas Advisory Services, LLC
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TCG Advisory Services, LLC
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Norden Group Llc
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Templeton & Phillips Capital Management, LLC
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Berkshire Money Management, Inc.
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Cobblestone Capital Advisors Llc /ny/
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Concord Wealth Partners
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Arkadios Wealth Advisors
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Edmond De Rothschild Holding S.a.
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Keystone Global Partners, LLC
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Kaizen Financial Strategies
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FSA Wealth Management LLC
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West Paces Advisors Inc.
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Money Design Co.,Ltd.
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APG Asset Management US Inc.
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Kestra Advisory Services, LLC
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Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
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IMC-Chicago, LLC
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OneAscent Financial Services LLC
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BlueCrest Capital Management Ltd
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Northwest Bancshares, Inc.
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Constant Guidance Financial LLC
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Hudson Bay Capital Management LP
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Resources Investment Advisors, LLC.
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Hilltop National Bank
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Bank of New Hampshire
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Mma Asset Management Llc
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Wbh Advisory Inc
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AE Wealth Management LLC
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Hurley Capital, LLC
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Premier Path Wealth Partners, LLC
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Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
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Camarda Financial Advisors, LLC
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RMR Capital Management, LLC
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Summa Corp.
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Congress Wealth Management LLC / DE /
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Steward Partners Investment Advisory, Llc
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ERTS Wealth Advisors, LLC
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Chesapeake Wealth Management
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Prudential Plc
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Headlands Technologies LLC
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Bank of Jackson Hole Trust
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Tudor Investment Corp Et Al
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Transce3nd, LLC
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1832 Asset Management L.P.
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Oak Harbor Wealth Partners, Llc
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Shelter Mutual Insurance Co
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Welch & Forbes Llc
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Summit Wealth Partners, LLC
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Quest 10 Wealth Builders, Inc.
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Sequoia Financial Advisors, LLC
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Concord Asset Management, LLC/VA
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Sheets Smith Wealth Management
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Aptus Capital Advisors, LLC
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J.Safra Asset Management Corp
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Sagespring Wealth Partners, Llc
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Sound Income Strategies, LLC
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Wealth Enhancement Advisory Services, Llc
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Proficio Capital Partners LLC
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Cardiff Park Advisors, Llc
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Cohen & Steers Real Estate Opportunities & Income Fund
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National Asset Management, Inc.
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GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
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Easterly Investment Partners Llc
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Guardian Partners Inc.
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Union Savings Bank
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DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A
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Harbour Investments, Inc.
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Whittier Trust Co Of Nevada Inc
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Concurrent Investment Advisors, LLC
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National Mutual Funds Management Ltd
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Country Trust Bank
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Gradient Capital Advisors, LLC
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Clark Capital Management Group, Inc.
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Topel & Distasi Wealth Management, LLC
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CIBC World Markets Inc.
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Proquility Private Wealth Partners, LLC
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Farther Finance Advisors, LLC
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Axis Wealth Partners, LLC
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Modus Advisors, LLC
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TRUE Private Wealth Advisors
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Sharper & Granite LLC
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Center for Financial Planning, Inc.
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Magnus Financial Group LLC
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Evercore Wealth Management, LLC
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ORG Partners LLC
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Olistico Wealth, LLC
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Sonata Capital Group Inc
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Fifth Third Securities, Inc.
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CENTRAL TRUST Co
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Northwest Capital Management Inc
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Pnc Financial Services Group, Inc.
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Anchor Investment Management, LLC
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Twele Capital Management, Inc.
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Orion Portfolio Solutions, LLC
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DRW Securities, LLC
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Regions Financial Corp
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|
Camden National Bank
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
HCR Wealth Advisors
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|
Shared Vision Wealth Group LLC
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Berger Financial Group, Inc
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Apollon Wealth Management, LLC
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Personal Cfo Solutions, Llc
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O'shaughnessy Asset Management, Llc
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Frank, Rimerman Advisors LLC
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Trajan Wealth LLC
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Bank Of America Corp /de/
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Strategic Wealth Partners, Ltd.
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|
Northwestern Mutual Investment Management Company, Llc
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Crewe Advisors LLC
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
|
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|
Modern Wealth Management, LLC
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|
Caliber Wealth Management, LLC / KS
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Citizens Financial Group Inc/ri
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|
Bulltick Wealth Management, LLC
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Steel Peak Wealth Management LLC
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Citigroup Inc
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|
Avantra Family Wealth, Inc.
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Kelly Financial Services LLC
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Barings Llc
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Waterloo Capital, L.P.
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Canvas Wealth Advisors, LLC
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Nations Financial Group Inc, /ia/ /adv
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|
Diversified Enterprises, LLC
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|
Rosenberg Matthew Hamilton
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|
Toroso Investments, LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Roger Wittlin Investment Advisory, LLC
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Signature Resources Capital Management, LLC
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Note Advisors, LLC
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Prospera Financial Services Inc
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Mount Lucas Management LP
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Finer Wealth Management, Inc.
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Caldwell Securities, Inc
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MAI Capital Management
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Cvfg Llc
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Envestnet Portfolio Solutions, Inc.
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Breakwater Capital Group
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Chapin Davis, Inc.
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Advisor Group Holdings, Inc.
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Aft, Forsyth & Company, Inc.
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Prosperity Planning, Inc.
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New England Asset Management Inc
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Sofos Investments, Inc.
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Summit Financial Consulting LLC
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Strategic Investment Advisors / MI
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Farringdon Capital, Ltd.
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Ci Investments Inc.
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Bank & Trust Co
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|
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares
|
|
|
|
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|
RiverGlades Family Offices LLC
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Catalytic Wealth RIA, LLC
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Ameliora Wealth Management Ltd.
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Allstate Corp
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Advisors Asset Management, Inc.
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|
Western Wealth Management, LLC
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Atlantic Private Wealth, LLC
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|
Sumitomo Mitsui Financial Group, Inc.
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|
Hoxton Planning & Management, LLC
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|
GWM Advisors LLC
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|
Alpha Cubed Investments, LLC
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|
Adviser Investments LLC
|
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|
MetLife Investment Management, LLC
|
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|
|
Cascade Financial Partners, LLC
|
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|
|
|
|
Csenge Advisory Group
|
|
|
|
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|
Fmr Llc
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|
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|
Fountainhead AM, LLC
|
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|
|
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|
Wagner Wealth Management, Llc
|
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|
Point72 Asset Management, L.P.
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|
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|
Smallwood Wealth Investment Management, LLC
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|
|
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|
Citizens National Bank Trust Department
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Montag A & Associates Inc
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Vision Capital Management, Inc.
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Talon Private Wealth, LLC
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Private Advisor Group, LLC
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|
Umb Bank N A/mo
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|
Resurgent Financial Advisors LLC
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|
|
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|
Portside Wealth Group, LLC
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|
|
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
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|
|
|
|
Global Retirement Partners, LLC
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|
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|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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|
AssuredPartners Investment Advisors, LLC
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
Ofc Financial Planning, Llc
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|
|
|
Mutual Of America Capital Management Llc
|
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|
|
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|
Commerce Bank
|
|
|
|
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|
Avaii Wealth Management, Llc
|
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|
|
|
|
Full Sail Capital, LLC
|
|
|
|
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|
Boston Private Wealth Llc
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|
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|
Coordinated Financial Services, Inc./CO
|
|
|
|
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|
Symmetry Investments LP
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|
Allie Family Office LLC
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|
Ameriflex Group, Inc.
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|
Fifth Third Bancorp
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|
Moors & Cabot, Inc.
|
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|
Sagil Capital Llp
|
|
|
|
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|
Indiana Trust & Investment Management CO
|
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|
Freedom Financial Partners LLC
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|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
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|
Sarasin & Partners LLP
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Bangor Savings Bank
|
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|
Adams Asset Advisors, LLC
|
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|
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|
Gladwyn Financial Advisors, Inc.
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|
Wealthspire Advisors, LLC
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|
Allianz Investment Management U.S. LLC
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|
Silphium Asset Management Ltd
|
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|
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|
Loomis Sayles & Co L P
|
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|
|
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|
Spire Wealth Management
|
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|
|
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|
Midwestern Financial, LLC /IA
|
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|
Nvwm, Llc
|
|
|
|
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|
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
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|
|
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|
Warren Averett Asset Management, LLC
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|
DHJJ Financial Advisors, Ltd.
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|
Royal Bank Of Canada
|
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|
Gotham Asset Management, LLC
|
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|
Gallagher Fiduciary Advisors, LLC
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|
Texas Yale Capital Corp.
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|
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|
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.
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|
|
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|
Wescott Financial Advisory Group, LLC
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Aurora Private Wealth, Inc.
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Mitsubishi UFJ Trust & Banking Corp
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Cidel Asset Management Inc
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Captrust Financial Advisors
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City Holding Co
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Baird Financial Group, Inc.
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Parallax Volatility Advisers, L.P.
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Clarus Wealth Advisors
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Avion Wealth
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Sheaff Brock Investment Advisors, LLC
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Broyhill Asset Management
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Vision Financial Markets Llc
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Coastal Investment Advisors, Inc.
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Two Sigma Investments, Lp
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Mariner, LLC
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Laurel Wealth Advisors LLC
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Crabel Capital Management, LLC
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BankPlus Wealth Management LLC
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LM Advisors LLC
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Boreal Capital Management LLC
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Forefront Wealth Partners, LLC
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Traynor Capital Management, Inc.
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Man Group plc
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
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Park Square Financial Group, LLC
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Willis Johnson & Associates, Inc.
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Planned Solutions, Inc.
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White Pine Capital Llc
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Disciplined Investments, LLC
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Rockefeller Capital Management L.P.
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One Wealth Advisors, LLC
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Advisory Alpha, LLC
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Brookstone Capital Management
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Baker Avenue Asset Management, LP
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TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
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Founders Financial Alliance, LLC
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Chapman Financial Group, Llc
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Cyndeo Wealth Partners, LLC
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Orleans Capital Management Corp/la
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Hudson Portfolio Management LLC
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Itau Unibanco Holding S.A.
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Lazard Asset Management Llc
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Biltmore Family Office, LLC
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Cullen/frost Bankers, Inc.
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Founders Financial Securities Llc
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Forte Asset Management Llc
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CX Institutional
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Triumph Capital Management
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Banco Bilbao Vizcaya Argentaria, S.a.
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Mustico Financial Group, Inc.
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Punch & Associates Investment Management, Inc.
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Private Advisory Group LLC
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Sowell Financial Services LLC
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Arlington Capital Management, Inc.
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Brookwood Investment Group LLC
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Integrated Wealth Concepts LLC
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Jain Global LLC
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TD Capital Management LLC
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Afg Fiduciary Services Limited Partnership
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GeoWealth Management, LLC
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Lantern Wealth Advisors, LLC
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Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
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Wealth Advisory Solutions, LLC
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DiMeo Schneider & Associates, L.L.C.
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Wealthstar Advisors, Llc
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Wright Fund Managment, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
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Cape Investment Advisory, Inc.
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Inlight Wealth Management, LLC
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Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
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M&t Bank Corp
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Hudock, Inc.
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SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Pinnacle Bancorp, Inc.
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Lifeworks Advisors, LLC
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Capital A Wealth Management, LLC
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GDS Wealth Management
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Atlas Private Wealth Advisors
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Bogart Wealth, LLC
|
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GK Wealth Management LLC
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Smartleaf Asset Management LLC
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Massmutual Trust Co Fsb/adv
|
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Legacy Investment Solutions, LLC
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Providence Capital Advisors, LLC
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Nyl Investors Llc
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Eq Llc
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First Trust Advisors Lp
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LPL Financial LLC
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We Are One Seven, LLC
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Invesco Ltd.
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SRS Capital Advisors, Inc.
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Comprehensive Money Management Services LLC
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Bay Capital Advisors, LLC
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Holos Integrated Wealth LLC
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Brinker Capital Investments, LLC
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Larson Financial Group LLC
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Financial Gravity Companies, Inc.
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HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
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Dimension Capital Management Llc
|
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Paradigm Financial Partners, Llc
|
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Cerity Partners LLC
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Legacy Wealth Managment, LLC/ID
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Tidemark, LLC
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Phillips Financial Management, Llc
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Cetera Investment Advisers
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Integrity Alliance, Llc.
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Fairscale Capital, LLC
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Daiwa Securities Group Inc.
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Stratos Wealth Partners, LTD.
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Etesian Wealth Advisors, Inc.
|
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|
Piscataqua Savings Bank
|
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Hudson Capital Management LLC
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|
|
Jfs Wealth Advisors, Llc
|
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|
SG Americas Securities, LLC
|
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|
MRP Capital Investments, LLC
|
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|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Activest Wealth Management
|
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|
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|
David J Yvars Group
|
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|
Armstrong Advisory Group, Inc
|
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|
Jpmorgan Chase & Co
|
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Ridgewood Investments LLC
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|
Toronto Dominion Bank
|
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Nbc Securities, Inc.
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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|
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|
OxenFree Capital LLC
|
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|
Fundamentun, Llc
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Fisher Asset Management, LLC
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Neumann Capital Management, LLC
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|
Hantz Financial Services, Inc.
|
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|
Goldman Sachs Group Inc
|
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|
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|
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
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|
D.a. Davidson & Co.
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|
RFG Advisory, LLC
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|
Cohen & Steers, Inc.
|
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|
Dorsey Wright & Associates
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|
Main Street Group, LTD
|
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|
CNO Financial Group, Inc.
|
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|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Pittenger & Anderson Inc
|
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|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
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|
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|
First Foundation Advisors
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|
Bellecapital International Ltd.
|
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|
Insight Wealth Strategies, LLC
|
|
|
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|
Keel Point, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
LPRDX - BlackRock Funds III - BlackRock LifePath Dynamic 2030 Fund Investor A Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
LPREX - BlackRock Funds III - BlackRock LifePath Dynamic 2040 Fund Investor A Shares
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
City State Bank
|
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|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
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|
|
|
Jefferies Financial Group Inc.
|
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|
|
|
|
Hartland & Co., LLC
|
|
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|
|
|
Wedgewood Investors Inc /pa/
|
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|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
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|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Brigade Capital Management, Lp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
LPRFX - BlackRock Funds III - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Periscope Capital Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
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|
5th Street Advisors, LLC
|
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|
Parallel Advisors, LLC
|
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AllSquare Wealth Management LLC
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Stone House Investment Management, LLC
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Lifestyle Asset Management, Inc.
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|
Integrated Capital Management, LLC
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CVA Family Office, LLC
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|
Addison Capital Co
|
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|
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|
Thompson Siegel & Walmsley Llc
|
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|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
TruWealth Advisors, LLC
|
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|
Future Financial Wealth Managment LLC
|
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|
|
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|
Sig Brokerage, Lp
|
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CIBC Private Wealth Group, LLC
|
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Actinver Wealth Management, Inc.
|
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|
|
Sandy Spring Bank
|
|
|
|
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|
Huntington National Bank
|
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|
Verition Fund Management LLC
|
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|
|
Macquarie Group Ltd
|
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|
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|
Fourth Dimension Wealth, LLC
|
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|
Market Street Wealth Management Advisors Llc
|
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|
Titleist Asset Management, Llc
|
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First Hawaiian Bank
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Empirical Asset Management, LLC
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Vestmark Advisory Solutions, Inc.
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Jacobi Capital Management LLC
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Transcend Wealth Collective, Llc
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|
Wealthfront Advisers Llc
|
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|
Harel Insurance Investments & Financial Services Ltd.
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Gries Financial Llc
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Creative Financial Designs Inc /adv
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Great Valley Advisor Group, Inc.
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Lighthouse Financial LLC
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Pinkerton Retirement Specialists, LLC
|
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|
NWK Group, Inc.
|
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|
Ledyard National Bank
|
|
|
|
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|
Gouws Capital LLC
|
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|
|
|
|
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
|
|
|
|
|
|
Empower Annuity Insurance Co
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
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|
|
Texas Bank & Trust Co
|
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Kmg Fiduciary Partners, Llc
|
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MidWestOne Financial Group, Inc.
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North Star Investment Management Corp.
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Ballast, Inc.
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|
Westwood Holdings Group Inc
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Nbt Bank N A /ny
|
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|
Ntv Asset Management Llc
|
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|
Fulton Breakefield Broenniman Llc
|
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|
Citadel Advisors Llc
|
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|
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SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I
|
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|
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|
Oakworth Capital, Inc.
|
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|
|
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|
Graney & King, LLC
|
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|
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FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
MGB Wealth Management, LLC
|
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|
Wealth Effects Llc
|
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Covestor Ltd
|
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Wealth Alliance
|
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Turn8 Private Wealth Inc.
|
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|
|
|
|
CV Advisors LLC
|
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|
|
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|
L2 Asset Management, LLC
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|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
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|
Harbor Investment Advisory, Llc
|
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|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
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|
Strategic Investment Solutions, Inc. /IL
|
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Clarity Asset Management, Inc.
|
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|
Equitable Holdings, Inc.
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|
Park Avenue Securities Llc
|
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Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
|
|
|
|
|
|
LQDW - iSHARES TRUST - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
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|
Ritholtz Wealth Management
|
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|
Walleye Capital LLC
|
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|
Capitol Family Office, Inc.
|
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|
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|
Prudential Financial Inc
|
|
|
|
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|
Exchange Traded Concepts, Llc
|
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|
ARS Wealth Advisors Group, LLC
|
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Alliancebernstein L.p.
|
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|
BlackRock, Inc.
|
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|
Ironwood Financial, llc
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|
Tme Financial, Inc.
|
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|
Detalus Advisors, LLC
|
|
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|
Petrus Trust Company, LTA
|
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|
Sax Wealth Advisors, Llc
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|
Cornerstone Management, Inc.
|
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|
Conning Inc.
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BHK Investment Advisors, LLC
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|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Japan Science & Technology Agency
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
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|
Perigon Wealth Management, LLC
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|
American Family Investments, Inc.
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|
Cresta Advisors, Ltd.
|
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|
Koshinski Asset Management, Inc.
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|
Running Point Capital Advisors, LLC
|
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|
Truist Financial Corp
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|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
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|
Insight Wealth Partners, LLC
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|
iA Global Asset Management Inc.
|
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|
Independent Wealth Network Inc.
|
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|
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|
Mcdonald Partners Llc
|
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|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Virtus Fixed Income Advisers, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
|
|
|
|
|
Arrien Investments, Inc.
|
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|
EFG Asset Management (Americas) Corp.
|
|
|
|
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|
Investment Advisory Group, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
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|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
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|
Brian Low Financial Group, Llc
|
|
|
|
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|
Morgan Stanley
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
King Wealth
|
|
|
|
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|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
MTC Wealth Management LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
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|
Harwood Advisory Group, LLC
|
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|
|
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|
Principal Securities, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
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|
|
Corepath Wealth Partners Llc
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|
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|
Alesco Advisors Llc
|
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|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
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|
Cwm, Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
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|
Forefront Analytics, LLC
|
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|
1620 Investment Advisors, Inc.
|
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|
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|
Ronald Blue Trust, Inc.
|
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|
|
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|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
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|
Beacon Capital Management, LLC
|
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|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Dai-ichi Life Holdings, Inc.
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Aozora Bank, Ltd.
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Mokosak Advisory Group, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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State of New Jersey Common Pension Fund D
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Aqr Capital Management Llc
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Soros Fund Management Llc
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Garden State Investment Advisory Services LLC
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Keystone Wealth Services, LLC
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CBIZ Investment Advisory Services, LLC
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IHT Wealth Management, LLC
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Melfa Wealth Management, Llc
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Simon Quick Advisors, Llc
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Y.D. More Investments Ltd
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Mount Yale Investment Advisors, LLC
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Dreyfus High Yield Strategies Fund
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1607 Capital Partners, LLC
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HighMark Wealth Management LLC
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Perfromance Wealth Partners, LLC
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Renasant Bank
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HighTower Advisors, LLC
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International Assets Investment Management, Llc
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Lewis Asset Management, LLC
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Lazari Capital Management, Inc.
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Newbridge Financial Services Group, Inc.
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Lwm Advisors Inc
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
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American Trust
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Jane Street Group, Llc
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Midwest Financial Group LLC
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Morris Financial Concepts, Inc.
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Mechanics Bank Trust Department
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BRYN MAWR TRUST Co
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MTM Investment Management, LLC
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Glass Jacobson Investment Advisors llc
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Strategic Blueprint, LLC
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J.w. Cole Advisors, Inc.
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Susquehanna International Group, Llp
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WMG Financial Advisors, LLC
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Harmony Asset Management Llc
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Fwl Investment Management, Llc
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Nilsine Partners, LLC
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Onyx Bridge Wealth Group LLC
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Painted Porch Advisors LLC
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Rochester Wealth Strategies, LLC
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Quadrant Private Wealth Management, LLC
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Private Trust Co Na
|
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Guggenheim Capital Llc
|
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Parkside Financial Bank & Trust
|
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Buckingham Strategic Partners
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CMG Global Holdings, LLC
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Lakeridge Wealth Management LLC
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Putnam Fl Investment Management Co
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Compass Ion Advisors, LLC
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Mandatum Life Insurance Co Ltd
|
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Sona Asset Management (us) Llc
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Natixis
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Choate Investment Advisors
|
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Adirondack Trust Co
|
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|
Flagship Private Wealth, LLC
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Solstein Capital, LLC
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Horst & Graben Wealth Management LLC
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Parsons Capital Management Inc/ri
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Dynamic Advisor Solutions LLC
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Seacrest Wealth Management, Llc
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Hbk Investments L P
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Uptown Financial Advisors LLC
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Redwood Investment Management, Llc
|
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FineMark National Bank & Trust
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BKD Wealth Advisors, LLC
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Warwick Investment Management, Inc.
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Innealta Capital, Llc
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Thompson Investment Management, Inc.
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EverSource Wealth Advisors, LLC
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Focus Financial Network, Inc.
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Arrow Investment Advisors, LLC
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Zacks Investment Management
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Sanibel Captiva Trust Company, Inc.
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Herold Advisors, Inc.
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Graypoint LLC
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Register Financial Advisors LLC
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Us Bancorp \de\
|
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Idaho Trust Bank
|
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Commonwealth Equity Services, Llc
|
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Moser Wealth Advisors, LLC
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|
Ballast Advisors Llc
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Stifel Financial Corp
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Jackson Hole Capital Partners, LLC
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Assetmark, Inc
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Pines Wealth Management, LLC
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IPG Investment Advisors LLC
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TFG Advisers LLC
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IFP Advisors, Inc
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Ascent Group, LLC
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Haverford Trust Co
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|
Ssi Investment Management Llc
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|
Dogwood Wealth Management LLC
|
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|
Silicon Valley Capital Partners
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|
|
Envestnet Asset Management Inc
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Boyd Watterson Asset Management Llc/oh
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Capital Analysts, Inc.
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NorthRock Partners, LLC
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Ssa Swiss Advisors Ag
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Stratos Wealth Advisors, LLC
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Legal & General Group Plc
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Scotia Capital Inc.
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|
Cambridge Advisors Inc.
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Alliance Wealth Management Group
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FreeGulliver LLC
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Janus Henderson Group Plc
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LGT Financial Advisors LLC
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Silver Oak Advisory Group, Inc.
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Modera Wealth Management, LLC
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Barclays Plc
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|
Bokf, Na
|
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|
Quaker Wealth Management, LLC
|
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|
|
State Street Corp
|
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|
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|
Seamount Financial Group Inc
|
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|
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|
USA Financial Portformulas Corp
|
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|
Total Investment Management Inc
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|
Finley Financial, LLC
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|
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|
Schroder Investment Management Group
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|
Clear Creek Financial Management, LLC
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Atlantic Union Bankshares Corp
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
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|
Florin Court Capital LLP
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Adaptive Financial Consulting, LLC
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|
Evolution Wealth Management Inc.
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|
Sovran Advisors, LLC
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|
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|
|
Rossby Financial, LCC
|
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|
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|
Leo Wealth, LLC
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|
J. W. Coons Advisors, LLC
|
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|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
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Global Assets Advisory, LLC
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BCS Private Wealth Management, Inc.
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|
First Horizon Advisors, Inc.
|
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|
Banque Pictet & Cie Sa
|
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|
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|
TFB Advisors LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
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|
|
|
|
Boyer & Corporon Wealth Management, LLC
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|
Belpointe Asset Management LLC
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|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
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|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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|
|
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|
City Center Advisors, LLC
|
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|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
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|
|
Signal Advisors Wealth, LLC
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|
|
|
Viawealth, Llc
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
LQDI - iShares U.S. ETF Trust - iShares Inflation Hedged Corporate Bond ETF
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park Diversified Income ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
HTFNX - Horizon Funds - Horizon Tactical Fixed Income Fund Investor Class
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
