|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
White & Co Financial Planning Inc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Penney Financial, LLC
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Standpoint Asset Management, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
|
|
SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Amara Financial, Llc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Cadence Wealth Management LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
Envision Financial LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Raine Group LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Mkd Wealth Coaches, Llc
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Fpc Investment Advisory, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Lighthouse Wealth Management Inc.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Sherwood Financial Partners, LLC
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Breakthru Advisory Services, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Legacy Wealth Management, Inc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
FSA Investment Group, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Ashford Advisors, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
John W. Brooker & Co., CPAs
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Praetorian Wealth Management, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Clayton Financial Group LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Phil A. Younker & Associates, Ltd.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Landmark Wealth Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Financial Designs Corp
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
