USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF - Net Long/Short Value

iShares Trust - iShares MSCI USA Min Vol Factor ETF
US ˙ BATS ˙ US46429B6974

USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
10Elms LLP
Creekmur Asset Management LLC
Continuum Advisory, LLC
Klingman & Associates, LLC
We Are One Seven, LLC
Avalon Trust Co
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
Sandbox Financial Partners, LLC
Vantage Point Financial LLC
Truist Financial Corp
Graney & King, LLC
MCF Advisors LLC
Carson Advisory Inc.
CVA Family Office, LLC
Barclays Plc
MBE Wealth Management, LLC
1620 Investment Advisors, Inc.
Green Square Capital Advisors Llc
Sumitomo Mitsui Financial Group, Inc.
Latitude Advisors, LLC
Plante Moran Financial Advisors, LLC
Anchor Investment Management, LLC
Summit Wealth Group Llc / Co
Colony Group, LLC
Woodside Wealth Management LLC
Custos Family Office, LLC
Wells Financial Advisors INC
NorthRock Partners, LLC
Fairview Capital Investment Management, Llc
TFR Capital, LLC.
Roof Eidam & Maycock/adv
Exchange Bank
Cowa, Llc
Milestone Asset Management Group, LLC
Bell Investment Advisors, Inc
Baird Financial Group, Inc.
Ellis Investment Partners, LLC
BostonPremier Wealth LLC
Flow Traders U.s. Llc
Garrett Wealth Advisory Group, LLC
Yarger Wealth Strategies, Llc
BridgePort Financial Solutions, LLC
UMA Financial Services, Inc.
Croban
Nations Financial Group Inc, /ia/ /adv
Brass Tax Wealth Management, Inc
Tritonpoint Wealth, Llc
LexAurum Advisors, LLC
Susquehanna International Group, Llp
Aspire Growth Partners LLC
Register Financial Advisors LLC
Stephen J. Garry & Associates, Llc
New World Advisors LLC
Sound Income Strategies, LLC
Oliver Lagore Vanvalin Investment Group
Ledyard National Bank
WJ Wealth Management, LLC
Stewardship Advisors, LLC
Tolleson Wealth Management, Inc.
Optivise Advisory Services LLC
Kraft, Davis & Associates, LLC
Semmax Financial Advisors Inc.
Milestones Private Investment Advisors LLC
St Germain D J Co Inc
Fortune Financial Advisors, LLC
Atria Wealth Solutions, Inc.
Independent Wealth Network Inc.
Reyes Financial Architecture, Inc.
Atlas Private Wealth Advisors
Savant Capital, LLC
Rakuten Investment Management, Inc.
West Michigan Advisors, Llc
Citigroup Inc
Golden State Equity Partners
United Advisor Group, LLC
Wagner Wealth Management, Llc
Alan B. Lancz & Associates, Inc.
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Crabel Capital Management, LLC
Flaharty Asset Management, LLC
Wolf Group Capital Advisors
Commonwealth Equity Services, Llc
Certus Wealth Management, LLC
Oppenheimer & Co Inc
BancorpSouth Bank
Wealthfront Advisers Llc
Yukon Wealth Management, Inc.
Clg Llc
Freestone Capital Holdings, LLC
Quotient Wealth Partners, LLC
Kensington Asset Management, LLC
First National Trust Co
Sovran Advisors, LLC
CGC Financial Services, LLC
Apexium Financial, Lp
Allstate Corp
Carrera Capital Advisors
Moisand Fitzgerald Tamayo, LLC
Stokes Family Office, LLC
Equitable Holdings, Inc.
Pure Financial Advisors, Inc.
Raab & Moskowitz Asset Management LLC
Vision Capital Management, Inc.
Secure Asset Management, LLC
Kelly Financial Group Llc
Defined Wealth Management, Llc
Creative Planning
Patten & Patten Inc/tn
Pallas Capital Advisors LLC
Thrivent Financial For Lutherans
Wealth Management Associates, Inc.
Provenance Wealth Advisors, LLC
Facet Wealth, Inc.
Indiana Trust & Investment Management CO
Ameriflex Group, Inc.
First Financial Bank - Trust Division
Retirement Planning Group
Horan Securities, Inc.
Lodestone Wealth Management LLC
Strategic Investment Advisors / MI
Dakota Wealth Management
Pnc Financial Services Group, Inc.
Van Hulzen Asset Management, LLC
Divergent Planning, LLC
Garrett Investment Advisors LLC
Cape Investment Advisory, Inc.
RFG Advisory, LLC
Parallel Advisors, LLC
Allworth Financial LP
Apeiron RIA LLC
Sax Wealth Advisors, Llc
Jpmorgan Chase & Co
Patriot Investment Management Inc.
Benjamin Edwards Inc
Concord Asset Management, LLC/VA
Peapack Gladstone Financial Corp
XTX Topco Ltd
Johnson Financial Group, Inc.
StoneX Group Inc.
Lantz Financial LLC
GAMMA Investing LLC
Raleigh Capital Management Inc.
KM Capital Management Ltd.
Well Done, LLC
Graypoint LLC
Salomon & Ludwin, LLC
Mark Sheptoff Financial Planning, Llc
Able Wealth Management LLC
Vermillion & White Wealth Management Group, LLC
Barrett & Company, Inc.
Russell Investments Group, Ltd.
Sage Mountain Advisors LLC
Diversify Wealth Management, Llc
Grandview Asset Management LLC
Capital Insight Partners, Llc
Palo Alto Wealth Advisors, Llc
Brandywine Oak Private Wealth Llc
Chokshi & Queen Wealth Advisors, Inc
Yeomans Consulting Group, Inc.
BankPlus Trust Department
Rsm Us Wealth Management Llc
Fort Washington Investment Advisors Inc /oh/
Coldstream Capital Management Inc
Avantax Advisory Services, Inc.
AIMZ Investment Advisors, LLC
McElhenny Sheffield Capital Management, LLC
Barnes Dennig Private Wealth Management LLC
Radnor Capital Management, LLC
Private Client Services, Llc
Ariadne Wealth Management, LP
Detalus Advisors, LLC
Sowell Financial Services LLC
Sandy Spring Bank
Prime Capital Investment Advisors, LLC
PFG Investments, LLC
Main Street Group, LTD
Cetera Investment Advisers
Grove Bank & Trust
CFO4Life Group, LLC
Modus Advisors, LLC
Liberty Wealth Management Llc
Summit X, LLC
Missouri Trust & Investment Co
Millennium Management Llc
Beaird Harris Wealth Management, LLC
Tompkins Financial Corp
Ashton Thomas Private Wealth, LLC
VERITY Wealth Advisors
Macquarie Group Ltd
Evermay Wealth Management Llc
RWM Asset Management, LLC
Journey Strategic Wealth Llc
Alpine Bank Wealth Management
Focus Financial Network, Inc.
Traphagen Investment Advisors Llc
Leuthold Group, Llc
My Legacy Advisors, LLC
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
Berger Financial Group, Inc
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Bryant Woods Investment Advisors, LLC
Syntax Research, Inc.
Patton Fund Management, Inc.
Trilogy Capital Inc.
Mather Group, Llc.
Moody Lynn & Lieberson, Llc
Harwood Advisory Group, LLC
U.S. Capital Wealth Advisors, LLC
Greenleaf Trust
Qrg Capital Management, Inc.
Keebeck Wealth Management, LLC
Emerald Investment Partners, Llc
Harbour Capital Advisors, LLC
CNB Bank
Gerber Kawasaki Wealth & Investment Management
Laurel Wealth Advisors LLC
Lester Murray Antman dba SimplyRich
Atlantic Union Bankshares Corp
TCI Wealth Advisors, Inc.
Bank of New York Mellon Corp
Good Life Advisors, LLC
Newton One Investments LLC
Trinity Wealth Management, LLC
PFG Advisors
ETF Store, Inc.
Investment Partners Asset Management, Inc.
Blue Bell Private Wealth Management, Llc
Outlook Wealth Advisors, LLC
Raymond James Financial Inc
Destination Wealth Management
Aspire Private Capital, LLC
Ogorek Anthony Joseph /ny/ /adv
McNaughton Wealth Management, LLC
Financial Advisory Service, Inc.
Independent Advisor Alliance
Calton & Associates, Inc.
Westwood Holdings Group Inc
Sagespring Wealth Partners, Llc
Vestcor Inc
Astoria Portfolio Advisors LLC.
Tranquility Partners, LLC
CAPROCK Group, Inc.
Trust Point Inc.
FRG Family Wealth Advisors LLC
BCS Wealth Management
Steward Partners Investment Advisory, Llc
Allred Capital Management, LLC
Aries Wealth Management
Captrust Financial Advisors
Banco Santander, S.A.
TD Capital Management LLC
Clarity Capital Advisors, LLC
Richmond Investment Services, LLC
Parsons Capital Management Inc/ri
TD Waterhouse Canada Inc.
Donaldson Capital Management, Llc
Empowered Funds, LLC
Mayflower Financial Advisors, LLC
D. E. Shaw & Co., Inc.
Meridian Wealth Management, LLC
Bay Rivers Group
Mission Wealth Management, Lp
Sovereign Investment Advisors, LLC
Cyndeo Wealth Partners, LLC
Center For Asset Management LLC
C2C Wealth Management, LLC
Logan Capital Management Inc
Quest 10 Wealth Builders, Inc.
Vicus Capital
JDM Financial Group LLC
Professional Financial Advisors, LLC
Balboa Wealth Partners
Gladstone Institutional Advisory LLC
Kcm Investment Advisors Llc
Roxbury Financial LLC
Sittner & Nelson, Llc
SCS Capital Management LLC
Kingstone Capital Partners Texas, LLC
Glenview Trust Co
Centurion Wealth Management LLC
Hartland & Co., LLC
Norris Perne & French Llp/mi
GeoWealth Management, LLC
First Business Financial Services, Inc.
Financial Engines Advisors L.L.C.
Integrated Advisors Network LLC
Citadel Advisors Llc
Select Asset Management & Trust
Bank Of Montreal /can/
Insight Wealth Strategies, LLC
WASHINGTON TRUST Co
Keeler & Nadler Financial Planning & Wealth Management
Clarity Financial LLC
Global Wealth Strategies & Associates
Wealth Management Partners, LLC
Private Trust Co Na
Wealth Enhancement Advisory Services, Llc
Sequent Asset Management, LLC
CI Private Wealth, LLC
Strategic Point Investment Advisors, LLC
SlateStone Wealth, LLC
Motco
Colonial Trust Advisors
Janney Montgomery Scott LLC
International Assets Investment Management, Llc
Kingswood Wealth Advisors, Llc
MKT Advisors LLC
Centaurus Financial, Inc.
Maripau Wealth Management Llc
Envestnet Asset Management Inc
Beese Fulmer Investment Management, Inc.
Claro Advisors LLC
Watts Gwilliam & Co., LLC
Caisse De Depot Et Placement Du Quebec
Consolidated Planning Corp
ACT Advisors, LLC.
Concentrum Wealth Management
Signature Estate & Investment Advisors Llc
Strategic Financial Concepts, LLC
Blue Rock Wealth Management LLC
American Capital Advisory, LLC
Welch & Forbes Llc
NFP Retirement, Inc.
Hobart Private Capital, LLC
Badgley Phelps Wealth Managers, LLC
Brown Advisory Inc
Crew Capital Management, Ltd.
National Bank Of Canada /fi/
Guidance Capital, Inc
TRUE Private Wealth Advisors
Fwl Investment Management, Llc
Smart Portfolios, LLC
Associated Banc-corp
Shepherd Financial Partners LLC
GDS Wealth Management
Kickstand Ventures, Llc.
Verus Capital Partners, Llc
Simon Quick Advisors, Llc
Congress Wealth Management LLC / DE /
Moors & Cabot, Inc.
Intrust Bank Na
Stratos Wealth Partners, LTD.
MAI Capital Management
RHS Financial, LLC
Guidance Point Advisors, LLC
High Net Worth Advisory Group LLC
New England Asset Management Inc
Tableaux Llc
Meridian Investment Counsel Inc.
Smithfield Trust Co
Integrity Alliance, Llc.
Winthrop Capital Management, LLC
Duncan Williams Asset Management, LLC
Mcmorgan & Co Llc
Altus Wealth Group LLC
Skyline Advisors, Inc.
Bartlett & Co. Wealth Management Llc
One Wealth Advisors, LLC
Brown Financial Advisory
ESL Trust Services, LLC
Integrated Capital Management, LLC
Weaver Consulting Group
Perissos Private Wealth Management, LLC
Maia Wealth LLC
White Pine Investment CO
Charles Schwab Investment Management Inc
Huntington National Bank
Verdence Capital Advisors LLC
Aspiriant, Llc
Syntegra Private Wealth Group, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial
Barnes Wealth Management Group, Inc
Empower Advisory Group, LLC
Shufro Rose & Co Llc
Leelyn Smith, LLC
Phillips Wealth Planners LLC
Bank Of America Corp /de/
MTM Investment Management, LLC
Tsfg, Llc
SageView Advisory Group, LLC
Daymark Wealth Partners, Llc
Evergreen Capital Management Llc
Atom Investors LP
Rice Partnership, LLC
Victory Financial Group, Llc
Sheridan Capital Management, LLC
Financial Management Professionals, Inc.
Wbh Advisory Inc
Strategic Blueprint, LLC
Hallmark Capital Management Inc
Smith, Moore & Co.
EBI - RBB Fund Trust - Longview Advantage ETF
Northwestern Mutual Wealth Management Co
New England Private Wealth Advisors LLC
Venturi Wealth Management, LLC
Jim Saulnier & Associates, Llc
Sagard Holdings Management Inc.
Evercore Wealth Management, LLC
Shepherd Kaplan Krochuk, Llc
Venture Visionary Partners LLC
Jane Street Group, Llc
Black Diamond Financial, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
Retirement Wealth Solutions LLC
CIBC Private Wealth Group, LLC
LongView Wealth Management
Fmr Llc
Fifth Third Wealth Advisors LLC
First Heartland Consultants, Inc.
Great Diamond Partners, LLC
Atlas Legacy Advisors, LLC
Kerntke Otto McGlone Wealth Management Group
Signaturefd, Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
ProVise Management Group, LLC
AlphaStar Capital Management, LLC
Bessemer Group Inc
Rik Saylor Financial, Inc.
O'Brien Wealth Partners LLC
Redwood Park Advisors LLC
Mullooly Asset Management, Inc.
Symphony Financial Services, Inc.
Cypress Wealth Services, LLC
Houlihan Financial Resource Group, Ltd.
Envestnet Portfolio Solutions, Inc.
Glenmede Investment Management, LP
Brown, Lisle/cummings, Inc.
Chancellor Financial Group WB LP
Daiwa Securities Group Inc.
Cidel Asset Management Inc
Kozak & Associates, Inc.
Brookstone Capital Management
Maven Securities LTD
Novus Advisors, Llc
Platform Technology Partners
Manchester Capital Management LLC
Guardian Wealth Advisors, Llc / Nc
Aptus Capital Advisors, LLC
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
Absolute Capital Management, LLC
Successful Portfolios LLC
Transamerica Financial Advisors, Inc.
Vista Capital Partners, Inc.
Milestone Asset Management, Llc
Cornerstone Planning Group LLC
Transcend Wealth Collective, Llc
Flagship Harbor Advisors, Llc
Kathleen S. Wright Associates Inc.
Securian Funds Trust - SFT Managed Volatility Equity Fund
Asset Dedication, LLC
AlphaCore Capital LLC
Apollon Wealth Management, LLC
Resources Investment Advisors, LLC.
Essex Financial Services, Inc.
Morgan Stanley
Round Rock Advisors, LLC
Blue Zone Wealth Advisors, LLC
Moloney Securities Asset Management, LLC
Marcum Wealth, LLC
Assetmark, Inc
Comprehensive Financial Planning, Inc./PA
4J Wealth Management LLC
PFG Private Wealth Management, LLC
Keystone Wealth Services, LLC
Putnam Fl Investment Management Co
CAP Partners, LLC
Commerce Bank
Goldstone Financial Group, LLC
Forte Asset Management Llc
Townsend Asset Management Corp /nc/ /adv
Wealthspire Advisors, LLC
Gryphon Financial Partners LLC
BlackRock, Inc.
Winthrop Advisory Group LLC
waypoint wealth counsel
ShoreHaven Wealth Partners, LLC
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
Providence Capital Advisors, LLC
StrongBox Wealth, LLC
Archer Investment Corp
Little House Capital Llc
InTrack Investment Management Inc
Global Retirement Partners, LLC
Grayhawk Investment Strategies Inc.
Carr Financial Group Corp
Pinnacle Family Advisors, LLC
Heritage Wealth Advisors
Elevate Wealth Advisory, Inc
Fca Corp /tx
O'shaughnessy Asset Management, Llc
Legacy Wealth Managment, LLC/ID
First Bank & Trust
Phillips Financial Management, Llc
Sugar Maple Asset Management, LLC
Brinker Capital Investments, LLC
Prostatis Group LLC
Kingsman Wealth Management, Inc.
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
Capital A Wealth Management, LLC
Bravias Capital Group, LLC
Retireful, LLC
Private Wealth Asset Management, LLC
Skopos Labs, Inc.
McIlrath & Eck, LLC
Change Path, LLC
DecisionMap Wealth Management, LLC
Lindbrook Capital, Llc
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
Smallwood Wealth Investment Management, LLC
Ballew Advisors, Inc
Buckingham Strategic Partners
Asset Advisors Investment Management, LLC
Chicago Partners Investment Group LLC
Atticus Wealth Management, Llc
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I
Cfm Wealth Partners Llc
Wharton Business Group, LLC
Summit Financial, LLC
Park Place Capital Corp
Horst & Graben Wealth Management LLC
Hopwood Financial Services, Inc.
Cambridge Associates Llc /ma/ /adv
Parthenon Llc
Willner & Heller, Llc
Prestige Wealth Management Group LLC
Kaydan Wealth Management, Inc.
Wolff Wiese Magana Llc
Exencial Wealth Advisors, Llc
Central Pacific Bank - Trust Division
Legacy Solutions, Llc
Ewing Morris & Co. Investment Partners Ltd.
Tyler-Stone Wealth Management
Luken Investment Analytics, LLC
Rothschild Investment Llc
Capstone Triton Financial Group, LLC
Vermillion Wealth Management, Inc.
Diversify Advisory Services, LLC
Sequoia Financial Advisors, LLC
Guardian Asset Advisors, LLC
Kayne Anderson Rudnick Investment Management Llc
JustInvest LLC
IFG Advisory, LLC
Relyea Zuckerberg Hanson LLC
Concord Wealth Partners
Clearview Wealth Advisors LLC
Lineweaver Wealth Advisors, LLC
Choate Investment Advisors
Diversified Trust Co
Wedbush Securities Inc
Avenue 1 Advisors, LLC
Mount Yale Investment Advisors, LLC
Stark Wealth Management LLC
Spectrum Wealth Counsel, LLC
Legacy Investment Solutions, LLC
Burns J W & Co Inc/ny
Kirtland Hills Capital Management, Llc
Mercer Global Advisors Inc /adv
Fiduciary Financial Group, Llc
Sunbelt Securities, Inc.
Geneos Wealth Management Inc.
B&l Asset Management Llc
Trust Co of the South
United Capital Financial Advisers, Llc
Operose Advisors LLC
Synovus Financial Corp
Great Valley Advisor Group, Inc.
Ball & Co Wealth Management Inc.
Western Wealth Management, LLC
Southland Equity Partners LLC
Client 1st Advisory Group, Llc
Global Trust Asset Management, LLC
Vanguard Group Inc
Advocacy Wealth Management Services, LLC
Investment Advisory Group, LLC
Avaii Wealth Management, Llc
Berkshire Bank
Whittier Trust Co
Iron Horse Wealth Management, LLC
Chapman Financial Group, Llc
HB Wealth Management, LLC
Eastern Bank
Genesis Private Wealth, Llc
Stephens Consulting, LLC
LGT Financial Advisors LLC
Sapient Capital Llc
Ameritas Investment Partners, Inc.
Saxon Interests, Inc.
City Holding Co
Capstone Investment Advisors, Llc
EdgeRock Capital LLC
Strategic Family Wealth Counselors, L.L.C.
PCA Investment Advisory Services Inc.
E&G Advisors, LP
PDS Planning, Inc
Keystone Financial Group, Inc.
JT Stratford LLC
Financial Management Network Inc
Jones Financial Companies Lllp
Seacrest Wealth Management, Llc
Tiaa Trust, National Association
Pacific Center for Financial Services
Balentine LLC
Scarborough Advisors, LLC
Integrity Financial Corp /WA
Advisory Services Network, LLC
Family Capital Trust Co
Commonwealth Financial Services, LLC
Fiduciary Trust Co
Soundwatch Capital LLC
Pettyjohn, Wood & White, Inc
First Citizens Bank & Trust Co
Everhart Financial Group, Inc.
Jackson Hole Capital Partners, LLC
Cardiff Park Advisors, Llc
BXM Wealth LLC
Capital Advantage, Inc.
Sigma Planning Corp
Bfsg, Llc
Axxcess Wealth Management, Llc
Thompson Investment Management, Inc.
Collective Family Office Llc
Warner Financial, Inc
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I
High Probability Advisors, LLC
Savvy Advisors, Inc.
Crestwood Advisors Group LLC
Crewe Advisors LLC
Modera Wealth Management, LLC
GSB Wealth Management, LLC
Rossby Financial, LCC
Blue Capital, Inc.
Castle Rock Wealth Management, LLC
Revisor Wealth Management LLC
Global Strategic Investment Solutions, LLC
Chris Bulman Inc
OMNI 360 Wealth, Inc.
Arcus Capital Partners, LLC
VisionPoint Advisory Group, LLC
Schrum Private Wealth Management LLC
Capital Asset Advisory Services LLC
Johnson Investment Counsel Inc
Planning Directions Inc
Cardinal Strategic Wealth Guidance
Orion Capital Management LLC
Merit Financial Group, LLC
Erickson Financial Group, LLC
Financial Advocates Investment Management
Mainstream Capital Management LLC
Signature Resources Capital Management, LLC
Ibex Wealth Advisors
Headlands Technologies LLC
Qube Research & Technologies Ltd
Iron Financial, LLC
Quantinno Capital Management LP
Garde Capital, Inc.
Valued Wealth Advisors LLC
Twin Peaks Wealth Advisors, LLC
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1
Fort Point Capital Partners LLC
Lcnb Corp
Tortoise Investment Management, LLC
Brighton Jones Llc
Nbc Securities, Inc.
Ipsen Advisor Group LLC
BCJ Capital Management, LLC
Silvercrest Asset Management Group Llc
Dogwood Wealth Management LLC
Goldman Sachs Group Inc
Beacon Pointe Advisors, LLC
Tradition Wealth Management, LLC
United Bank
Ptm Wealth Management, Llc
Bridgewater Advisors Inc.
Ascent Group, LLC
Sweeney & Michel, Llc
Granite FO LLC
Godsey & Gibb Associates
Rockwood Wealth Management, LLC
Cresset Asset Management, LLC
Worth Financial Advisory Group, LLC
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
Comerica Bank
Belpointe Asset Management LLC
WealthPLAN Partners, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Tocqueville Asset Management L.p.
Roman Butler Fullerton & Co
Scott & Selber, Inc.
Lodestar Private Asset Management Llc
Dunhill Financial, LLC
CoreCap Advisors, LLC
Vise Technologies, Inc.
Whittier Trust Co Of Nevada Inc
Trustmark National Bank Trust Department
Coastal Investment Advisors, Inc.
Fiduciary Alliance LLC
Wetzel Investment Advisors, Inc.
Summit Wealth Partners, LLC
Ieq Capital, Llc
Lido Advisors, LLC
Brown Brothers Harriman & Co
Puff Wealth Management, Llc
Illumine Investment Management, LLC
IMA Wealth, Inc.
Santori & Peters, Inc.
Beacon Financial Advisory LLC
Mascoma Wealth Management LLC
Scotia Capital Inc.
Parkside Financial Bank & Trust
J.w. Cole Advisors, Inc.
McAdam, LLC
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
Atomi Financial Group, Inc.
Financial Gravity Companies, Inc.
Berkshire Money Management, Inc.
Curtis Advisory Group, LLC
First Pacific Financial
Csenge Advisory Group
Snowden Capital Advisors LLC
Beaumont Financial Advisors, LLC
SILVER OAK SECURITIES, Inc
Brookwood Investment Group LLC
Shelton Capital Management
Ade, Llc
Crews Bank & Trust
Connecticut Wealth Management, LLC
Signature Securities Group Corporation
Dynasty Wealth Management, Llc
Bellwether Advisors, LLC
Prospera Financial Services Inc
PMG Wealth Management, Inc.
Midwest Financial Group LLC
Pinnacle Wealth Planning Services, Inc.
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
Gibson Capital, LLC
Maridea Wealth Management LLC
Future Financial Wealth Managment LLC
Delap Wealth Advisory, Llc
Cascades Capital Asset Management, LLC
Southern Capital Advisors, Llc
PKS Advisory Services, LLC
Mosaic Family Wealth Partners, Llc
Stifel Financial Corp
Adviser Investments LLC
Front Row Advisors LLC
Healthcare Of Ontario Pension Plan Trust Fund
Maryland Capital Advisors Inc.
Tanglewood Legacy Advisors, LLC
Fidelis Capital Partners, LLC
Ttp Investments, Inc.
Caldwell Securities, Inc
Mill Creek Capital Advisors, LLC
Beacon Financial Group
Wiley Bros.-aintree Capital, Llc
Strategy Asset Managers Llc
Baring Financial LLC
Securian Asset Management, Inc
Brady Martz Wealth Solutions, LLC
Fisher Asset Management, LLC
MorganRosel Wealth Management, LLC
5T Wealth, LLC
GFG Capital, LLC
Cwm, Llc
HMV Wealth Advisors, LLC
Potentia Wealth
Haverford Trust Co
Eq Llc
Advisor Group Holdings, Inc.
Proficio Capital Partners LLC
Cambridge Investment Research Advisors, Inc.
Opulen Financial Group LLC
Birchbrook, Inc.
Legacy Advisory Services, LLC
Summit Trail Advisors, Llc
Catalyst Capital Advisors LLC
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
Acima Private Wealth, Llc
ORG Partners LLC
Brueske Advisory Services, LLC
Everpar Advisors Llc
TruNorth Capital Management, LLC
Old North State Trust, LLC
Curio Wealth, Llc
NWF Advisory Services Inc.
Advisory Alpha, LLC
SYM FINANCIAL Corp
S&t Bank/pa
Fortis Group Advisors, LLC
Mechanics Bank Trust Department
Warren Averett Asset Management, LLC
Financial Life Advisors
Atlas Brown,Inc.
Royal Bank Of Canada
Shore Point Advisors, LLC
Advisor Resource Council
BSW Wealth Partners
Northwest Financial Advisors
Oxford Financial Group Ltd
Headinvest, Llc
Boreal Capital Management LLC
Optimist Retirement Group LLC
Creative Capital Management Investments LLC
Gallacher Capital Management LLC
Visionary Wealth Advisors
Murphy & Mullick Capital Management Corp
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
Ironwood Wealth Management, Inc.
OneAscent Wealth Management LLC
FineMark National Bank & Trust
Neuberger Berman Group LLC
Two Sigma Investments, Lp
WESCAP Management Group, Inc.
Valley National Advisers Inc
Millburn Ridgefield Corp
Horrell Capital Management, Inc.
Darrow Company, Inc.
Gw Henssler & Associates Ltd
Magnus Financial Group LLC
Capital Analysts, Inc.
Aspect Partners, LLC
Crux Wealth Advisors
Forum Private Client Group LLC
Columbus Macro, LLC
Regal Investment Advisors LLC
Cahill Financial Advisors Inc
D.a. Davidson & Co.
Pacific Sun Financial Corp
Jfs Wealth Advisors, Llc
Bokf, Na
Eldridge Investment Advisors, Inc.
AE Wealth Management LLC
Compass Capital Corp /ma/ /adv
Comprehensive Financial Consultants Institutional, Inc.
Fifth Third Bancorp
Sofos Investments, Inc.
Capital Investment Advisory Services, LLC
Sage Financial Group Inc
Adaptive Financial Consulting, LLC
Pecaut & Co.
Agate Pass Investment Management, LLC
WealthTrak Capital Management LLC
Solidarilty Wealth, LLC
Money Concepts Capital Corp
Stonebridge Financial Planning Group, LLC
CFS Investment Advisory Services, LLC
Cynosure Management, Llc
Hazlett, Burt & Watson, Inc.
VSM Wealth Advisory, LLC
Bangor Savings Bank
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
JB Capital LLC
Modern Wealth Management, LLC
Gen-Wealth Partners Inc
Financial Perspectives, Inc
Park Avenue Securities Llc
Larson Financial Group LLC
Ascent Wealth Partners, LLC
Patton Albertson Miller Group, Llc
Monterey Private Wealth, Inc.
N.E.W. Advisory Services LLC
MA Private Wealth
Armis Advisers, LLC
Independence Asset Advisors, LLC
Wescott Financial Advisory Group, LLC
Perfromance Wealth Partners, LLC
Wealth Quarterback LLC
Guerra Pan Advisors, Llc
LVZ Advisors, Inc.
Ameritas Advisory Services, LLC
ORG Wealth Partners, LLC
Schmidt P J Investment Management Inc
Moment Partners, LLC
New Insight Wealth Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Waddell & Associates, Llc
BCGM Wealth Management, LLC
Spreng Capital Management, Inc.
Gwn Securities Inc.
First Citizens Financial Corp
CX Institutional
Salem Investment Counselors Inc
Principal Securities, Inc.
Insight Advisors, LLC/ PA
Moneta Group Investment Advisors Llc
Leonard Rickey Investment Advisors P.L.L.C.
Appleton Partners Inc/ma
KPP Advisory Services LLC
Monticello Wealth Management, Llc
Sovereign Financial Group, Inc.
Crossmark Global Holdings, Inc.
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
Kelman-Lazarov, Inc.
Avidian Wealth Solutions, LLC
Syverson Strege & Co
HBW Advisory Services LLC
AdvisorNet Financial, Inc
Twelve Points Wealth Management LLC
Catalytic Wealth RIA, LLC
Regions Financial Corp
Cozad Asset Management Inc
Gotham Asset Management, LLC
Principle Wealth Partners Llc
American National Bank
Bouchey Financial Group Ltd
Goldstein Advisors, LLC
Nautilus Advisors LLC
Mutual Advisors, LLC
Ancora Advisors, LLC
Austin Private Wealth, LLC
Cornerstone Wealth Management, LLC
TFB Advisors LLC
Meridian Wealth Advisors, LLC
Integrated Wealth Concepts LLC
Hibernia Wealth Partners, LLC
TPG Advisors LLC
Foguth Wealth Management, LLC.
Intellectus Partners, LLC
Country Trust Bank
Edmond De Rothschild Holding S.a.
Delos Wealth Advisors, LLC
Creekside Partners
Kwmg, Llc
Walled Lake Planning & Wealth Management, Llc
Accredited Investor Services, Llc
Magnolia Capital Advisors Llc
Horizon Wealth Management, LLC
Arkadios Wealth Advisors
Dorsey & Whitney Trust CO LLC
Clear Investment Research, Llc
Independence Bank of Kentucky
Ameriprise Financial Inc
DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
Kings Path Partners LLC
Sageworth Trust Co of South Dakota
FORM Wealth Advisors, LLC
Federation des caisses Desjardins du Quebec
Shared Vision Wealth Group LLC
CIBC World Markets Inc.
WPG Advisers, LLC
Cary Street Partners Financial Llc
Thurston, Springer, Miller, Herd & Titak, Inc.
Strategic Wealth Partners, Ltd.
Hancock Whitney Corp
Nottingham Advisors, Inc.
Thoroughbred Financial Services, Llc
New Century Financial Group, LLC
JNBA Financial Advisors
Pensionmark Financial Group, Llc
Blair William & Co/il
Safeguard Investment Advisory Group, LLC
Arkansas Financial Group, Inc.
Oversea-Chinese Banking CORP Ltd
Dohj, Llc
Camden National Bank
Newbridge Financial Services Group, Inc.
Foundations Investment Advisors, LLC
Mv Capital Management, Inc.
Arcadia Wealth Management, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service
Glen Eagle Advisors, LLC
Security Financial Services, INC.
Balance Wealth, LLC
Joseph Group Capital Management
Icon Wealth Advisors, LLC
Aqr Capital Management Llc
Robertson Stephens Wealth Management, LLC
Talisman Wealth Advisors LLC
Kelly Financial Services LLC
Legacy Private Trust Co.
Wsfs Capital Management, Llc
Lifeworks Advisors, LLC
Franklin Resources Inc
Wealth Alliance
Fifth Third Securities, Inc.
Team Financial Group, LLC
Greater Midwest Financial Group, LLC
Fermata Advisors, LLC
ONE Advisory Partners, LLC
Mattern Wealth Management LLC
KilterHowling LLC
Wealth Advisors of Iowa, LLC
Webster Bank, N. A.
Mml Investors Services, Llc
Farther Finance Advisors, LLC
IFP Advisors, Inc
Wright Fund Managment, LLC
Wesbanco Bank Inc
Hicks Capital Management Llc
CENTRAL TRUST Co
Vista Investment Partners Ii, Llc
Arlington Trust Co LLC
Quadrant Private Wealth Management, LLC
MGB Wealth Management, LLC
Archford Capital Strategies, LLC
FLP Wealth Management, LLC
LS Investment Advisors, LLC
Lowe Wealth Advisors, LLC
Millstone Evans Group, LLC
High Falls Advisors, Inc
Lion Street Advisors, LLC
Provident Wealth Management, LLC
Avant Capital LLC
Us Bancorp \de\
Ronald Blue Trust, Inc.
Boston Trust Walden Corp
Confluence Wealth Services, Inc.
Stone House Investment Management, LLC
Midwest Trust Co
SRS Capital Advisors, Inc.
Wealth Management Resources, Inc.
Abound Wealth Management
Running Point Capital Advisors, LLC
Trust Co Of Vermont
Empire Life Investments Inc.
Apella Capital, LLC
LRI Investments, LLC
Pinnacle Associates Ltd
Sentinus, LLC
Anchor Capital Advisors Llc
W Advisors, Llc
Fragasso Group Inc.
Calamos Wealth Management LLC
GWM Advisors LLC
Atlantic Private Wealth, LLC
GPS Wealth Strategies Group, LLC
Hsbc Holdings Plc
Cornell Pochily Investment Advisors, Inc.
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
Bourgeon Capital Management Llc
Inspire Advisors, LLC
Tacita Capital Inc
Accurate Wealth Management, LLC
Bnp Paribas Arbitrage, Sa
Briaud Financial Planning, Inc
Compass Financial Services Inc
M3 Advisory Group, LLC
National Asset Management, Inc.
Golden State Wealth Management, LLC
Bogart Wealth, LLC
Spire Wealth Management
Cubist Systematic Strategies, LLC
NorthCrest Asset Manangement, LLC
NewEdge Wealth, LLC
Pinnacle Bancorp, Inc.
Beacon Capital Management, LLC
FF Advisors,LLC
Kovitz Investment Group Partners, LLC
HHM Wealth Advisors, LLC
Five Pine Wealth Management
Caliber Wealth Management, LLC / KS
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
Arkfeld Wealth Strategies, L.L.C.
TSA Wealth Managment LLC
EverSource Wealth Advisors, LLC
Foster Group, Inc.
Acorn Wealth Advisors, LLC
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I
Kennedy Investment Group
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I
M&t Bank Corp
MONECO Advisors, LLC
K2 Financial Inc.
Keybank National Association/oh
Collier Financial
Symmetry Partners, LLC
Soltis Investment Advisors LLC
Capital Advisory Group Advisory Services, LLC
Intelligence Driven Advisers, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service
Pineridge Advisors LLC
Bcm Advisors, Llc
Kovack Advisors, Inc.
Valmark Advisers, Inc.
Minot DeBlois Advisors LLC
J. Goldman & Co LP
Concurrent Investment Advisors, LLC
NCM Capital Management, LLC
Bernardo Wealth Planning LLC
Umb Bank N A/mo
Mendel Money Management
Journey Advisory Group, LLC
Prasad Wealth Partners, LLC
Canandaigua National Bank & Trust Co
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
Carl P. Sherr & Co., LLC
Glass Jacobson Investment Advisors llc
Wealthgarden F.s. Llc
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
Stage Harbor Financial, Llc
Greenwood Gearhart Inc
Alliancebernstein L.p.
Pittenger & Anderson Inc
First Trust Advisors Lp
Vertex Planning Partners, LLC
M Holdings Securities, Inc.
Consolidated Portfolio Review Corp
Snider Financial Group
Kingsview Wealth Management, LLC
New Hampshire Trust
IHT Wealth Management, LLC
Joel Adams & Associates, Inc.
Stonehearth Capital Management, LLC
Citizens Financial Group Inc/ri
MSH Capital Advisors LLC
Virtus ETF Advisers LLC
Centric Wealth Management
Fairman Group, LLC
Atria Investments Llc
Peddock Capital Advisors, Llc
Simplicity Wealth,LLC
BTG Pactual Asset Management US LLC
Patten Group, Inc.
Park Square Financial Group, LLC
Copia Wealth Management
Truepoint, Inc.
Westside Investment Management, Inc.
Allium Financial Advisors, Llc
Oxinas Partners Wealth Management LLC
Capital Planning LLC
Mcdonald Partners Llc
ENDW - EA Series Trust - Cambria Endowment Style ETF
Insigneo Advisory Services, Llc
Lincoln Capital LLC
Granite Bay Wealth Management, LLC
Trust Co Of Toledo Na /oh/
West Wealth Group, LLC
GenTrust, LLC
UBS Group AG
Union Savings Bank
Fountainhead AM, LLC
BKD Wealth Advisors, LLC
Ewa, Llc
Gries Financial Llc
Glenmede Trust Co Na
Marino, Stram & Associates Llc
Fiduciary Group LLC
Symphony Financial, Ltd. Co.
Valley Forge Investment Consultants Inc Adv
Mma Asset Management Llc
Apollon Financial, LLC
Pathstone Holdings, LLC
Arrowroot Family Office, LLC
Montecito Bank & Trust
Lvm Capital Management Ltd/mi
Harbor Investment Advisory, Llc
Minichmacgregor Wealth Management, Llc
RMG Wealth Management LLC
Rowland & Co Investment Counsel/adv
Enclave Advisors LLC
Foster Victor Wealth Advisors, LLC
Trademark Financial Management, LLC
Heck Capital Advisors, LLC
Nova R Wealth, Inc.
Accredited Wealth Management, LLC
Financial Enhancement Group LLC
Advisors Capital Management, LLC
Ccg Wealth Management, Llc
Ritter Daniher Financial Advisory LLC / DE
Hoese & Co LLP
Community Bank, N.A.
Delta Asset Management Llc/tn
Blake Schutter Theil Wealth Advisors, LLC
Actinver Wealth Management, Inc.
New Millennium Group LLC
Morey & Quinn Wealth Partners, LLC
Ridgeline Wealth, LLC
Rehmann Capital Advisory Group
180 Wealth Advisors, Llc
Private Advisor Group, LLC
Flagship Private Wealth, LLC
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
Defined Financial Planning LLC
Higgins & Schmidt Wealth Strategies LLC
Perigon Wealth Management, LLC
Spectrum Asset Management, Inc. (NB/CA)
Foster Dykema Cabot & Partners, Llc
Ridgecrest Wealth Partners, Llc
Signal Advisors Wealth, LLC
Northern Trust Corp
Armstrong Advisory Group, Inc
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
Courier Capital Llc
Capital Market Strategies LLC
Binnacle Investments Inc
Trueblood Wealth Management, LLC
Clear Point Advisors Inc.
Financial Sense Advisors, Inc.
Hilltop Holdings Inc.
Sachetta, LLC
Sterling Group Wealth Management, LLC
Advisors Preferred, LLC
Creative Financial Designs Inc /adv
Argent Trust Co
Mosaic Financial Group, Llc
Capital Advisors, Ltd. LLC
Ausdal Financial Partners, Inc.
Marshall & Sterling Wealth Advisors Inc.
Harbour Investments, Inc.
Papp L Roy & Associates
Stonebrook Private Inc.
Valeo Financial Advisors, LLC
Natixis Advisors, L.p.
Silverlake Wealth Management Llc
BRYN MAWR TRUST Co
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I
Graves-Light Private Wealth Management, Inc.
Institute for Wealth Management, LLC.
LaSalle St. Investment Advisors, LLC
Wells Fargo & Company/mn
Richardson Financial Services Inc.
Coston, McIsaac & Partners
Nwam Llc
Ridgewood Investments LLC
Orion Portfolio Solutions, LLC
Sound View Wealth Advisors Group, LLC
Clearwater Capital Advisors, LLC
Squarepoint Ops LLC
Frederick Financial Consultants, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service
Cooper/haims Advisors, Llc
DAVENPORT & Co LLC
LPL Financial LLC
Arete Wealth Advisors, LLC
Kathmere Capital Management, LLC
Jacobi Capital Management LLC
Cora Capital Advisors Llc
Hemington Wealth Management
J. W. Coons Advisors, LLC
LPF Advisors LLC
ARS Wealth Advisors Group, LLC
Avion Wealth
Tidemark, LLC
Hobbs Group Advisors, LLC
Jmac Enterprises Llc
Enzi Wealth
Sei Investments Co
XY Planning Network, Inc.
Strait & Sound Wealth Management LLC
Keystone Financial Group
Diversified Enterprises, LLC
Partners Capital Investment Group, Llp
Td Asset Management Inc
Cassaday & Co Wealth Management LLC
HighTower Advisors, LLC
Smart Money Group LLC
Community Trust & Investment Co
Citizens National Bank Trust Department
Centennial Bank/AR/
WFA of San Diego, LLC
Cassia Capital Partners, LLC
Financial Advisors, LLC
AllSquare Wealth Management LLC
Cherry Tree Wealth Management, LLC
Rockefeller Capital Management L.P.
Founders Financial Alliance, LLC
Petix & Botte Co
Founders Financial Securities Llc
Landing Point Financial Group, LLC
WealthPlan Investment Management, LLC
Stuart Chaussee & Associates, Inc.
Stephens Inc /ar/
Legacy Financial Advisors, Inc.
Per Stirling Capital Management, LLC.
Colonial Trust Co / SC
Mandatum Life Insurance Co Ltd
VestGen Advisors, LLC
Howe & Rusling Inc
Brown Wealth Management, Llc
GEM Asset Management, LLC
Armbruster Capital Management, Inc.
IMG Wealth Management, Inc.
Gateway Wealth Partners, LLC
Sarver Vrooman Wealth Advisors
Jaffetilchin Investment Partners, LLC
Smartleaf Asset Management LLC
Perennial Investment Advisors, LLC
Nbt Bank N A /ny
KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
Bowman & Co S.C.
Muirfield Wealth Advisors Llc
Ergawealth Advisors, Inc.
Berkeley, Inc
Breakwater Capital Group
Leavell Investment Management, Inc.
Apex Wealth Management, LLC
Mariner, LLC
Forefront Analytics, LLC
McKinley Carter Wealth Services, Inc.
Baron Silver Stevens Financial Advisors, Llc
Stock Yards Bank & Trust Co
AAFCPAs Wealth Management, LLC
Portfolio Design Labs, LLC
Capital Investment Advisors, LLC
Opes Wealth Management LLC
Sensible Money, LLC
Emerald Advisors, LLC
Brickley Wealth Management
Level Four Advisory Services, Llc
Friedenthal Financial
Keener Financial Planning LLC
Elevate Capital Advisors, LLC
Kestra Advisory Services, LLC
Fluent Financial, LLC
Post Resch Tallon Group Inc.
Marshall Wace, Llp
Cerity Partners LLC
Transce3nd, LLC
Inscription Capital, LLC
Financial Network Wealth Management LLC
One Wealth Capital Management, Llc
New Republic Capital, LLC
Noble Wealth Management PBC
Colton Groome Financial Advisors, Llc
Alta Wealth Advisors LLC
Cordatus Wealth Management LLC
Holistic Planning, LLC
WT Wealth Management
Key FInancial Inc
Tranquilli Financial Advisor LLC
BOK Financial Private Wealth, Inc.
First Horizon Advisors, Inc.
Syon Capital Llc
Edgestream Partners, L.P.
Kestra Private Wealth Services, Llc
Wealthbridge Capital Management, Llc
GGM Financials LLC
Shayne & Co., Llc
Rosenberg Matthew Hamilton
Cypress Capital Group
Meitav Dash Investments Ltd
Sage Capital Advisors,llc
JMG Financial Group, Ltd.
Miracle Mile Advisors, LLC
Sfmg, Llc
Y-Intercept (Hong Kong) Ltd
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I
Anderson Hoagland & Co
Horizon Investments, LLC
Almanack Investment Partners, LLC.
Dravo Bay Llc
Duncker Streett & Co Inc
LifeSteps Financial, Inc.
Center for Financial Planning, Inc.
EP Wealth Advisors, Inc.
Washington Trust Advisors, Inc.
Family Management Corp
Milestone Investment Advisors LLC
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares
Wealthcare Advisory Partners LLC
Vestmark Advisory Solutions, Inc.
Mirae Asset Global Investments Co., Ltd.
Hilltop Partners LLC
Investment Partners, Ltd.
Straight Path Wealth Management
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