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Financial Management Professionals, Inc.
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Northwestern Mutual Wealth Management Co
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Daymark Wealth Partners, Llc
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Gibbs Wealth Management
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Betterment LLC
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Daiwa Securities Group Inc.
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G&S Capital LLC
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Hillsdale Investment Management Inc.
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Equitable Holdings, Inc.
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Bank Of Montreal /can/
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TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
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|
Farnam Financial LLC
|
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|
GWM Advisors LLC
|
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|
HYTR - NORTHERN LIGHTS FUND TRUST III - CP High Yield Trend ETF
|
|
|
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Global Macro Portfolio - Global Macro Portfolio
|
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Twin Peaks Wealth Advisors, LLC
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|
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|
Capital Asset Advisory Services LLC
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|
TSA Wealth Managment LLC
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|
|
Covestor Ltd
|
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|
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IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
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Horizon Investments, LLC
|
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Oak Harbor Wealth Partners, Llc
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|
UBS Group AG
|
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|
Front Row Advisors LLC
|
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|
|
|
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QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class
|
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|
|
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WestEnd Advisors, LLC
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Concord Wealth Partners
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Everhart Financial Group, Inc.
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Mmbg Investment Advisors Co.
|
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Janney Montgomery Scott LLC
|
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Sei Investments Co
|
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Hsbc Holdings Plc
|
|
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|
EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
BTFAX - Northern Lights Fund Trust - BTS Tactical Fixed Income Fund Class A Shares
|
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YANKCOM Partnership
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Blume Capital Management, Inc.
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Cambridge Investment Research Advisors, Inc.
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Ronald Blue Trust, Inc.
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Harbor Capital Advisors, Inc.
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Atria Investments Llc
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SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
|
|
|
|
|
|
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund
|
|
|
|
|
|
Titleist Asset Management, Llc
|
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|
|
Barings Llc
|
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|
Victory Financial Group, Llc
|
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Mariner, LLC
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Mml Investors Services, Llc
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Diversify Advisory Services, LLC
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Keeler THomas Management LLC
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Paragon Advisors, LLC
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Endeavor Private Wealth, Inc.
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Kiker Wealth Management, LLC
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1607 Capital Partners, LLC
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USAdvisors Wealth Management, LLC
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First Community Trust Na
|
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Commonwealth Equity Services, Llc
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Genesee Capital Advisors, LLC
|
|
|
|
|
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LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A
|
|
|
|
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Prudential Financial Inc
|
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GPS Wealth Strategies Group, LLC
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Mid-American Wealth Advisory Group, Inc.
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Kathmere Capital Management, LLC
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Roman Butler Fullerton & Co
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Blair William & Co/il
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Drucker Wealth 3.0, LLC
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Hohimer Wealth Management, Llc
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Barnes Wealth Management Group, Inc
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Davidson Trust Co
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Grimes & Company, Inc.
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Sowell Financial Services LLC
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Bricktown Capital, LLC
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Counterweight Ventures, LLC
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Berkshire Asset Management Llc/pa
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Kingsview Wealth Management, LLC
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NorthRock Partners, LLC
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Townsquare Capital Llc
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Jaffetilchin Investment Partners, LLC
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|
Monument Capital Management
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Ellevest, Inc.
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Tower Research Capital LLC (TRC)
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Resources Investment Advisors, LLC.
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Forte Asset Management Llc
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Diversified Portfolios, Inc.
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United Capital Financial Advisers, Llc
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Avion Wealth
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|
Rosenberg Matthew Hamilton
|
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Charles Schwab Trust Co
|
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We Are One Seven, LLC
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|
Gwn Securities Inc.
|
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Arrowroot Family Office, LLC
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Wakefield Asset Management LLLP
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Copia Wealth Management
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Moors & Cabot, Inc.
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Provident Wealth Management, LLC
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BTG Pactual Asset Management US LLC
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Marcum Wealth, LLC
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|
Private Wealth Asset Management, LLC
|
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|
Hrt Financial Lp
|
|
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|
AMG National Trust Bank
|
|
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|
|
PFG Investments, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
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|
Defined Wealth Management, Llc
|
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|
|
|
Us Bancorp \de\
|
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Integrated Advisors Network LLC
|
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|
Kestra Investment Management, LLC
|
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|
Guggenheim Capital Llc
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Robertson Stephens Wealth Management, LLC
|
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Twele Capital Management, Inc.
|
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|
Chesapeake Wealth Management
|
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Argent Trust Co
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Mount Yale Investment Advisors, LLC
|
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Cornerstone Management, Inc.
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Comerica Bank
|
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Blackrock Debt Strategies Fund, Inc.
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Tompkins Financial Corp
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Pinnacle Bancorp, Inc.
|
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|
MAI Capital Management
|
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Rinkey Investments
|
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|
Truvestments Capital Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
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|
|
|
|
Salomon & Ludwin, LLC
|
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|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
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|
Wrapmanager Inc
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|
SigFig Wealth Management, LLC
|
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|
Great Valley Advisor Group, Inc.
|
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|
|
|
DAVENPORT & Co LLC
|
|
|
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|
Wolf Group Capital Advisors
|
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|
|
Snowden Capital Advisors LLC
|
|
|
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|
|
Prudential Plc
|
|
|
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|
Ascent Group, LLC
|
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Anchor Investment Management, LLC
|
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|
Independent Wealth Network Inc.
|
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|
Promus Capital, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
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|
Little Harbor Advisors, LLC
|
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|
|
|
Patriot Investment Management Inc.
|
|
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|
Susquehanna International Group, Llp
|
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|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
CRMVX - PFS FUNDS - Conquer Risk Managed Volatility Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Alaska Permanent Fund Corp
|
|
|
|
|
|
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
DSC Meridian Capital LP
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
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|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Japan Science & Technology Agency
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1
|
|
|
|
|
|
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund
|
|
|
|
|
|
ABXB - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Tactical High Yield ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
RMIF - ETF Series Solutions - LHA Risk-Managed Income ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
|
|
|
|
|
|
a16z Perennial Management, L.P.
|
|
|
|
|
|
HighTower Advisors, LLC
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|
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A
|
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|
|
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|
KAMIX - Managed Portfolio Series - Kensington Managed Income Fund Institutional Class Shares
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Bank Of America Corp /de/
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Principal Securities, Inc.
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Goldstone Financial Group, LLC
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Congress Wealth Management LLC / DE /
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Skopos Labs, Inc.
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Charles Schwab Investment Management Inc
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Atlas Legacy Advisors, LLC
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LRI Investments, LLC
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NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A
|
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Farmers & Merchants Investments Inc
|
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Fairscale Capital, LLC
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Flagship Wealth Advisors, Llc
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EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A
|
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|
ORG Wealth Partners, LLC
|
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FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
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National Bank Of Canada /fi/
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Quartz Partners, LLC
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Advisory Services Network, LLC
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CoreCap Advisors, LLC
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Cerity Partners LLC
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Bank & Trust Co
|
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Park Avenue Securities Llc
|
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Oppenheimer & Co Inc
|
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SWS Partners
|
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Whittier Trust Co Of Nevada Inc
|
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Olistico Wealth, LLC
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Cheviot Value Management, LLC
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Hollencrest Capital Management
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First Horizon Advisors, Inc.
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Parallel Advisors, LLC
|
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Innovative Wealth Building LLC
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BYLD - iSHARES TRUST - iShares Yield Optimized Bond ETF
|
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|
Fifth Third Securities, Inc.
|
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JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class
|
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J.w. Cole Advisors, Inc.
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IYLD - iSHARES TRUST - iShares Morningstar Multi-Asset Income ETF
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Personal Cfo Solutions, Llc
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TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
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Leeward Financial Partners, LLC
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Hilltop Holdings Inc.
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Arlington Trust Co LLC
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Gables Capital Management Inc.
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Cetera Investment Advisers
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M&t Bank Corp
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Ameriprise Financial Inc
|
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SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares
|
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Primoris Wealth Advisors, Llc
|
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Mechanics Bank Trust Department
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Iron Financial, LLC
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NEOS Investment Management LLC
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SRS Capital Advisors, Inc.
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Venture Visionary Partners LLC
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Bbr Partners, Llc
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Stratos Wealth Partners, LTD.
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Advyzon Investment Management, LLC
|
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Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio
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Richardson Financial Services Inc.
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Concurrent Investment Advisors, LLC
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Wright Fund Managment, LLC
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Oliver Lagore Vanvalin Investment Group
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Alliancebernstein L.p.
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BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares
|
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|
Wilson & Boucher Capital Management, LLC
|
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Arkadios Wealth Advisors
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Gotham Asset Management, LLC
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|
F/M Investments LLC
|
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WAVLX - Ultimus Managers Trust - Wavelength Interest Rate Neutral Fund
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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Bessemer Group Inc
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Single Point Partners, LLC
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Atomi Financial Group, Inc.
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MRP Capital Investments, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Nbt Bank N A /ny
|
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Addison Advisors LLC
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Dorsey & Whitney Trust CO LLC
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Change Path, LLC
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Kestra Private Wealth Services, Llc
|
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THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund
|
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Brooklyn FI, LLC
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Manning & Napier Advisors Llc
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Blackrock Corporate High Yield Fund, Inc.
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Logan Stone Capital, LLC
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Foster Dykema Cabot & Partners, Llc
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Pines Wealth Management, LLC
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Headlands Technologies LLC
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Zrc Wealth Management, Llc
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Neumann Capital Management, LLC
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Pacifica Partners Inc.
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Maseco Llp
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Ausdal Financial Partners, Inc.
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High Net Worth Advisory Group LLC
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Sound Income Strategies, LLC
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Creative Planning
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Mutual Advisors, LLC
|
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Invesco High Income Trust Ii
|
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Vicus Capital
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Fmr Llc
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Baird Financial Group, Inc.
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Fisher Asset Management, LLC
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FDx Advisors, Inc.
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Mullooly Asset Management, Inc.
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Vise Technologies, Inc.
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GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
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|
Northern Lights Fund Trust - Ocean Park High Income ETF
|
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|
ERTS Wealth Advisors, LLC
|
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|
Partners Capital Investment Group, Llp
|
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
|
|
|
|
|
|
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
|
|
|
|
|
|
CNB Bank
|
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|
Verus Capital Partners, Llc
|
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Allstate Corp
|
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Buckingham Strategic Partners
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Howe & Rusling Inc
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Garde Capital, Inc.
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Rakuten Investment Management, Inc.
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Paradigm Financial Partners, Llc
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Avidian Wealth Solutions, LLC
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Neuberger Berman Group LLC
|
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Financial Network Wealth Advisors LLC
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Sovran Advisors, LLC
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State of New Jersey Common Pension Fund D
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Cape Investment Advisory, Inc.
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RWM Asset Management, LLC
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Keystone Global Partners, LLC
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Venturi Wealth Management, LLC
|
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|
Commerce Bank
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Park Square Financial Group, LLC
|
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|
CI Private Wealth, LLC
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|
Mission Wealth Management, Lp
|
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|
David Kennon Inc
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Asset Dedication, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Union Bancaire Privee, UBP SA
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Security Financial Services, INC.
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Octavia Wealth Advisors, LLC
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Aldebaran Financial Inc.
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Beacon Capital Management, LLC
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Advisor Group Holdings, Inc.
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Kovack Advisors, Inc.
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State of Wisconsin - Board of Commissioners of Public Lands
|
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|
Adams Wealth Management
|
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|
|
|
New York Life Investment Management Llc
|
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|
|
|
Wedmont Private Capital
|
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|
|
|
|
State Farm Mutual Automobile Insurance Co
|
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|
|
|
|
Riversedge Advisors, Llc
|
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|
Grey Fox Wealth Advisors, LLC
|
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|
Merit Financial Group, LLC
|
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|
Occidental Asset Management, LLC
|
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|
Phillips Financial Management, Llc
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
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|
Rebalance, Llc
|
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|
|
|
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A
|
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|
CacheTech Inc.
|
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|
|
|
Unison Advisors LLC
|
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|
|
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|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Two West Capital Advisors LLC
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|
BRYN MAWR TRUST Co
|
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First Command Advisory Services, Inc.
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International Assets Investment Management, Llc
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Twin Lakes Capital Management, LLC
|
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|
Pathstone Holdings, LLC
|
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|
Cwm, Llc
|
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|
Nuveen, LLC
|
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|
|
Silver Point Capital L.P.
|
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|
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|
Rossby Financial, LCC
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Hartland & Co., LLC
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|
Koshinski Asset Management, Inc.
|
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|
Insigneo Advisory Services, Llc
|
|
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|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park Diversified Income ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
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|
Topel & Distasi Wealth Management, LLC
|
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|
Newbridge Financial Services Group, Inc.
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|
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|
Fifth Third Bancorp
|
|
|
|
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|
UMA Financial Services, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Flexible Income ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Shenkman Capital Management Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
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|
IFP Advisors, Inc
|
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|
Pure Financial Advisors, Inc.
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
|
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|
Heritage Family Offices, LLP
|
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|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A
|
|
|
|
|
|
Kensington Asset Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
HYGY - NEOS ETF Trust - NEOS Enhanced Income Credit Select ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A
|
|
|
|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
|
|
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
ABHIX - American Century Investment Trust - High-yield Fund Investor Class
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Blackrock Floating Rate Income Trust
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Sage Advisory Services, Ltd.Co.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
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|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
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|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Toews Corp /adv
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
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|
|
|
|
Heritage Wealth Advisors
|
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|
|
|
|
Capital Investment Advisory Services, LLC
|
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|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
THY - Northern Lights Fund Trust - Agility Shares Dynamic Tactical Income ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Mackenzie Financial Corp
|
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Joel Adams & Associates, Inc.
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Jpmorgan Chase & Co
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Morningstar Investment Services LLC
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Atria Wealth Solutions, Inc.
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Harbour Investments, Inc.
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Hexagon Capital Partners LLC
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GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional
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O'shaughnessy Asset Management, Llc
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TFB Advisors LLC
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Narus Financial Partners, LLC
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Deutsche Bank Ag\
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TAGStone Capital, Inc.
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Bell Investment Advisors, Inc
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Sagespring Wealth Partners, Llc
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Nomura Asset Management Co Ltd
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Brinker Capital Investments, LLC
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Duncker Streett & Co Inc
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Eq Wealth Advisors, Llc
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Activest Wealth Management
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TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
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BlackRock, Inc.
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Reyes Financial Architecture, Inc.
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Heritage Oak Wealth Advisors Llc
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GAMMA Investing LLC
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Consolidated Portfolio Review Corp
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Hantz Financial Services, Inc.
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OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I
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Florida Financial Advisors, Llc
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Envestnet Portfolio Solutions, Inc.
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Wolff Wiese Magana Llc
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First PREMIER Bank
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Exchange Traded Concepts, Llc
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Northwestern Mutual Investment Management Company, Llc
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Key FInancial Inc
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Pensionmark Financial Group, Llc
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Capital Analysts, Inc.
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Gen-Wealth Partners Inc
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Colony Group, LLC
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Wealth Enhancement Advisory Services, Llc
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BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares
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Natixis Advisors, L.p.
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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SOUTH STATE Corp
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Garrett Investment Advisors LLC
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Gerber Kawasaki Wealth & Investment Management
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Armstrong Advisory Group, Inc
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Engineers Gate Manager LP
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Quaker Wealth Management, LLC
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GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
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Rialto Wealth Management, LLC
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FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund
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Jfs Wealth Advisors, Llc
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Atlanta Consulting Group Advisors, LLC
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BTS Asset Management, Inc.
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Edgestream Partners, L.P.
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Geneos Wealth Management Inc.
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
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Silverlake Wealth Management Llc
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Euro Pacific Asset Management, LLC
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Global Opportunities Portfolio - Global Opportunities Portfolio
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Friedenthal Financial
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Frazier Financial Advisors, LLC
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Kingswood Wealth Advisors, Llc
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Bigelow Investment Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Angel Oak Capital Advisors, LLC
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SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
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GeoWealth Management, LLC
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PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
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RFG Advisory, LLC
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City State Bank
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Foundations Investment Advisors, LLC
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Huntington National Bank
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Piscataqua Savings Bank
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Morgan Stanley
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Nations Financial Group Inc, /ia/ /adv
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Baker Avenue Asset Management, LP
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BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares
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CIBC Private Wealth Group, LLC
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Clarity Capital Partners LLC
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Atlantic Union Bankshares Corp
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
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GW&K Investment Management, LLC
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VisionPoint Advisory Group, LLC
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I
|
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Goldman Sachs Group Inc
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Financial & Tax Architects, LLC
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AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Pnc Financial Services Group, Inc.
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Santa Clara Valley Transportation Authority
|
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AdvisorNet Financial, Inc
|
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EP Wealth Advisors, Inc.
|
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1832 Asset Management L.P.
|
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Verdence Capital Advisors LLC
|
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Golden State Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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