Twin Peaks Wealth Advisors, LLC
|
|
|
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|
Novem Group
|
|
|
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|
Parkside Financial Bank & Trust
|
|
|
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|
Merit Financial Group, LLC
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|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
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|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
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|
|
|
Congress Wealth Management LLC / DE /
|
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|
|
|
Aull & Monroe Investment Management Corp
|
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|
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|
Farther Finance Advisors, LLC
|
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|
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|
Assetmark, Inc
|
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|
Hrt Financial Lp
|
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|
Latitude Advisors, LLC
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|
Spinnaker Investment Group, LLC
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|
Fairman Group, LLC
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|
Mendota Financial Group, LLC
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|
Fort Vancouver Investment Management, LLC
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|
Beaird Harris Wealth Management, LLC
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|
Gradient Capital Advisors, LLC
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|
Verdence Capital Advisors LLC
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|
Farrow Financial Inc.
|
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|
Clay Northam Wealth Management, LLC
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|
United Capital Financial Advisers, Llc
|
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|
Cornerstone Wealth Advisors, Inc.
|
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|
Brown Brothers Harriman & Co
|
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|
Hexagon Capital Partners LLC
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|
TPG Advisors LLC
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|
Valeo Financial Advisors, LLC
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|
Arcadia Investment Advisors Llc
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|
MCF Advisors LLC
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|
Pure Portfolios Holdings Llc
|
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|
Csenge Advisory Group
|
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|
EWG Elevate Inc.
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|
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|
Front Row Advisors LLC
|
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|
VSM Wealth Advisory, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB
|
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|
Brown Wealth Management, Llc
|
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|
Roberts Wealth Advisors, LLC
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|
Meritage Portfolio Management
|
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|
Larson Financial Group LLC
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|
CVA Family Office, LLC
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|
|
Myecfo, Llc
|
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|
|
Geneos Wealth Management Inc.
|
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Inspire Advisors, LLC
|
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|
|
|
Elite Financial, Inc.
|
|
|
|
|
Nbt Bank N A /ny
|
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|
|
|
ZynergyRetirementPlanningLLC
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
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|
Hidden Cove Wealth Management, LLC
|
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|
|
Tower Research Capital LLC (TRC)
|
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|
|
|
Blossom Wealth Management
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
PrairieView Partners, LLC
|
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|
|
Ascent Group, LLC
|
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|
|
Bartlett & Co. Wealth Management Llc
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Team Financial Group, LLC
|
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|
Coppell Advisory Solutions LLC
|
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|
Old Point Trust & Financial Services N A
|
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|
Stifel Financial Corp
|
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|
Chapman Financial Group, Llc
|
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|
Clear Creek Financial Management, LLC
|
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|
Pittenger & Anderson Inc
|
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|
Natixis Advisors, L.p.
|
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|
Lynx Investment Advisory
|
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|
Fifth Third Bancorp
|
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|
North Forty Two & Co.
|
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|
|
Wealth Enhancement Advisory Services, Llc
|
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|
Private Advisor Group, LLC
|
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|
|
Journey Beyond Wealth, LLC
|
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|
|
Alteri Wealth LLC
|
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|
|
|
Fmr Llc
|
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|
|
Venturi Wealth Management, LLC
|
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|
Islay Capital Management, Llc
|
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|
|
ERTS Wealth Advisors, LLC
|
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|
IFP Advisors, Inc
|
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|
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|
Rocky Mountain Advisers, Llc
|
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|
Morningstar Investment Management LLC
|
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|
Comerica Bank
|
|
|
|
|
Innovative Wealth Building LLC
|
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|
Smart Portfolios, LLC
|
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|
|
Principal Securities, Inc.
|
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|
|
We Are One Seven, LLC
|
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|
Two Sigma Securities, Llc
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Cedar Mountain Advisors, LLC
|
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|
Herold Advisors, Inc.
|
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|
Steward Partners Investment Advisory, Llc
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|
|
Umb Bank N A/mo
|
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|
Peterson Wealth Advisors, LLC
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|
Bright Futures Wealth Management, LLC.
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Westside Investment Management, Inc.
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Pure Financial Advisors, Inc.
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Hutchinson Capital Management/ca
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Family Investment Center, Inc.
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|
Tennessee Valley Asset Management Partners
|
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|
Financial Engines Advisors L.L.C.
|
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|
|
|
Lowery Thomas, Llc
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
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|
|
SigFig Wealth Management, LLC
|
|
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|
|
Dakota Wealth Management
|
|
|
|
|
Smartleaf Asset Management LLC
|
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|
|
Jpmorgan Chase & Co
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
Mission Hills Financial Advisory, LLC
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
Clear Investment Research, Llc
|
|
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|
|
Valley Financial Group, Inc.
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
Core Wealth Partners LLC
|
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|
|
|
Charles Schwab Trust Co
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
Financial Gravity Companies, Inc.
|
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|
|
|
HC Advisors, LLC
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
Phil A. Younker & Associates, Ltd.
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
Williams Financial, LLC
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
Commerce Bank
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
Bokf, Na
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
Raymond James Financial Inc
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|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
USAF - 2023 ETF Series Trust - Atlas America Fund
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
Financial Architects, LLC
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
Frontier Asset Management, LLC
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
Win Advisors, Inc
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
UBS Group AG
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
Capital Insight Partners, Llc
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Wealthspire Advisors, LLC
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C M Bidwell & Associates Ltd
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RFG Advisory, LLC
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CoreCap Advisors, LLC
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Fortis Group Advisors, LLC
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Jfs Wealth Advisors, Llc
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Chilton Capital Management Llc
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TruNorth Capital Management, LLC
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J.w. Cole Advisors, Inc.
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Harbour Investments, Inc.
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Lido Advisors, LLC
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Moisand Fitzgerald Tamayo, LLC
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High Probability Advisors, LLC
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Towneley Capital Management, Inc / DE
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Eagle Strategies LLC
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Cetera Investment Advisers
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Vantage Financial Partners, LLC
|
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Generation Capital Management LLC
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Diligent Investors, LLC
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Fund Evaluation Group, LLC
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LPL Financial LLC
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HighTower Advisors, LLC
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D.B. Root & Company, LLC
|
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Noble Family Wealth, LLC
|
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Blair William & Co/il
|
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Brown Advisory Inc
|
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|
|
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Papp L Roy & Associates
|
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|
|
|
CIBC Private Wealth Group, LLC
|
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|
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Beacon Financial Advisory LLC
|
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|
|
|
Kennebec Savings Bank
|
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|
|
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PAX Financial Group, LLC
|
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|
|
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PBMares Wealth Management LLC
|
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Dean Investment Associates, Llc
|
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|
|
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Northwest Capital Management Inc
|
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|
|
|
Bnp Paribas
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA
|
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|
|
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Badgley Phelps Wealth Managers, LLC
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Cito Capital Group, LLC
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Great Lakes Retirement, Inc.
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Richards, Merrill & Peterson, Inc.
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|
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Robinson Smith Wealth Advisors Llc
|
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CENTRAL TRUST Co
|
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Northwestern Mutual Wealth Management Co
|
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|
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Titleist Asset Management, Llc
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Somerset Group LLC
|
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|
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L.K. Benson & Company, P.C.
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Bank Of America Corp /de/
|
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Maltin Wealth Management, Inc.
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Mpwm Advisory Solutions, Llc
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Strategic Wealth Partners, Ltd.
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Wbh Advisory Inc
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1620 Investment Advisors, Inc.
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IHT Wealth Management, LLC
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Exencial Wealth Advisors, Llc
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Diversified Portfolios, Inc.
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Sellwood Investment Partners LLC
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Koshinski Asset Management, Inc.
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Bellevue Asset Management, Llc
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Meridian Wealth Management, LLC
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Zullo Investment Group, Inc.
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Transamerica Financial Advisors, Inc.
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Juncture Wealth Strategies, Llc
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Tactive Advisors, LLC
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BlackRock, Inc.
|
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|
|
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WTBN - WisdomTree Trust - WisdomTree Bianco Total Return Fund
|
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|
|
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Lantern Wealth Advisors, LLC
|
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|
St Germain D J Co Inc
|
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|
BLVD Private Wealth, LLC
|
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|
Arkadios Wealth Advisors
|
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|
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Bulwark Capital Corp
|
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|
WMG Financial Advisors, LLC
|
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|
Evermay Wealth Management Llc
|
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SILVER OAK SECURITIES, Inc
|
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GWM Advisors LLC
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|
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White Lighthouse Investment Management Inc.
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Maridea Wealth Management LLC
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Renaissance Technologies Llc
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Weitzel Financial Services, Inc.
|
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Traub Capital Management LLC
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Jones Financial Companies Lllp
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Axxcess Wealth Management, Llc
|
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|
National Bank Of Canada /fi/
|
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|
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|
Altiora Financial Group, LLC
|
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|
Lifeworks Advisors, LLC
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|
NorthRock Partners, LLC
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Diversify Wealth Management, Llc
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Soltis Investment Advisors LLC
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Horan Securities, Inc.
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NFP Retirement, Inc.
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Davis Capital Management
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Pensionmark Financial Group, Llc
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FLC Capital Advisors
|
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|
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|
Beacon Pointe Advisors, LLC
|
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|
Salomon & Ludwin, LLC
|
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|
Towercrest Capital Management
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Live Oak Private Wealth LLC
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VestGen Advisors, LLC
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IMA Wealth, Inc.
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Capital Analysts, Inc.
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CWM Advisors, LLC
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Simplex Trading, Llc
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Holcombe Financial, Inc.
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Ronald Blue Trust, Inc.
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Christensen, King & Associates Investment Services, Inc.
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GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
|
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|
Eaton Financial Holdings Company, LLC
|
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|
Alpine Bank Wealth Management
|
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|
Bank of New York Mellon Corp
|
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|
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Ark & Tlk Investments, Llc
|
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|
Anchor Investment Management, LLC
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Valpey Financial Services, LLC
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Wiley Bros.-aintree Capital, Llc
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Calton & Associates, Inc.
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|
|
SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
|
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Johnson Financial Group, LLC
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Exchange Capital Management, Inc.
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|
|
|
First County Bank /CT/
|
|
|
|
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Jackson Creek Investment Advisors LLC
|
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|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
Creative Planning
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
Resonant Capital Advisors, LLC
|
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|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
MAI Capital Management
|
|
|
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|
Aegis Wealth Management LLC
|
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|
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Pines Wealth Management, LLC
|
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|
South Plains Financial, Inc.
|
|
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|
Morgan Stanley
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Pinkerton Retirement Specialists, LLC
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Envestnet Portfolio Solutions, Inc.
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Avantax Advisory Services, Inc.
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American Investment Services, Inc.
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WNY Asset Management, LLC
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Fifth Third Securities, Inc.
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Sonoma Private Wealth LLC
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|
|
|
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Strategic Blueprint, LLC
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|
|
|
|
SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
Empirical Asset Management, LLC
|
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LifePlan Financial, LLC
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Private Trust Co Na
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|
Sherman Asset Management, Inc.
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
GSB Wealth Management, LLC
|
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|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
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|
Advisor Group Holdings, Inc.
|
|
|
|
|
Leading Edge Financial Planning LLC
|
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|
|
|
Wealthcare Advisory Partners LLC
|
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|
JPL Wealth Management, LLC
|
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|
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|
K2 Financial Inc.
|
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|
Elmwood Wealth Management, Inc.
|
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|
Beckerman Institutional, LLC
|
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|
Wbi Investments, Inc.
|
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Game Plan Financial Advisors, LLC
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|
State Street Corp
|
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|
ETF Store, Inc.
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
Foster & Motley Inc
|
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|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
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|
Prairiewood Capital, LLC
|
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|
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|
Gateway Wealth Partners, LLC
|
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|
Vermillion Wealth Management, Inc.
|
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|
|
|
Mml Investors Services, Llc
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
Avestar Capital, LLC
|
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|
Citadel Advisors Llc
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|
Planned Solutions, Inc.
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|
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|
Commonwealth Equity Services, Llc
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|
|
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|
Synovus Financial Corp
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|
HB Wealth Management, LLC
|
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|
Red Tortoise LLC
|
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|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
First National Trust Co
|
|
|
|
|
SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
Avion Wealth
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
Retirement Capital Strategies
|
|
|
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|
OneAscent Financial Services LLC
|
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|
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|
Cape Investment Advisory, Inc.
|
|
|
|
|
Cambridge Advisors Inc.
|
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|
|
|
Advisor Resource Council
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
Bank of Marin
|
|
|
|
|
MBM Wealth Consultants, LLC
|
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|
|
|
Birchbrook, Inc.
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
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|
Columbus Macro, LLC
|
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|
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|
Wagner Wealth Management, Llc
|
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|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
Bangor Savings Bank
|
|
|
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|
Change Path, LLC
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
Eastern Bank
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
Blue Sky Capital Consultants Group, Inc.
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
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|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
O'shaughnessy Asset Management, Llc
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|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Great Waters Wealth Management
|
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|
Apella Capital, LLC
|
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|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
AlphaStar Capital Management, LLC
|
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|
|
|
Per Stirling Capital Management, LLC.
|
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|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
LVW Advisors, LLC
|
|
|
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|
Jane Street Group, Llc
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|
MJT & Associates Financial Advisory Group, Inc.
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|
Grove Street Fiduciary, LLC
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|
Aptus Capital Advisors, LLC
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|
Brinker Capital Investments, LLC
|
|
|
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|
Tradewinds Capital Management, LLC
|
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|