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Wealth Group Ltd
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New Republic Capital, LLC
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Note Advisors, LLC
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Signature Securities Group Corporation
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Family Firm, Inc.
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Franklin Resources Inc
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Redwood Wealth Management Group, LLC
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Beaird Harris Wealth Management, LLC
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Richmond Investment Services, LLC
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Awm Capital, Llc
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Compass Capital Corp /ma/ /adv
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Dynasty Wealth Management, Llc
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Promus Capital, LLC
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Pecaut & Co.
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Mraz, Amerine & Associates, Inc.
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S&co Inc
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ORG Wealth Partners, LLC
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RSEE - Collaborative Investment Series Trust - Rareview Systematic Equity ETF
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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North Star Investment Management Corp.
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Blair William & Co/il
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BCGM Wealth Management, LLC
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Putney Financial Group LLC
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American Investment Services, Inc.
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Laird Norton Trust Company, Llc
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Cambridge Capital Management, Llc
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Bank Of Nova Scotia
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Koss-Olinger Consulting, LLC
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Larson Financial Group LLC
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Echo45 Advisors LLC
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Investment Advisory Group, LLC
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CIBC World Markets Inc.
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Naples Global Advisors, Llc
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Security National Bank Of So Dak
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Aufman Associates Inc
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Fountainhead AM, LLC
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Freedom Financial Partners LLC
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Park Place Capital Corp
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Parr Mcknight Wealth Management Group, Llc
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Oakwell Private Wealth Management, LLC
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UBS Group AG
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Washington Trust Advisors, Inc.
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Compass Financial Group, INC/SD
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Covestor Ltd
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Weatherly Asset Management L. P.
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Mayfair Advisory Group, LLC
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Summit Trail Advisors, Llc
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Creekside Partners
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Principal Securities, Inc.
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Villere St Denis J & Co Llc
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Ally Invest Advisors Inc.
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Crescent Grove Advisors, LLC
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Wilson & Boucher Capital Management, LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Dunhill Financial, LLC
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NWF Advisory Services Inc.
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Midwest Capital Advisors, LLC
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Victory Capital Management Inc
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StoneX Group Inc.
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Riggs Asset Managment Co. Inc.
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WNY Asset Management, LLC
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Susquehanna International Group, Llp
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VestGen Advisors, LLC
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May Barnhard Investments LLC
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Lee Danner & Bass Inc
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Prosperity Wealth Management, Inc.
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Private Wealth Group, LLC
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Glen Eagle Advisors, LLC
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Shakespeare Wealth Management, Inc.
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Lmcg Investments, Llc
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Thrive Capital Management, LLC
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Sierra Ocean, Llc
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Ashton Thomas Private Wealth, LLC
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Laurel Wealth Planning LLC
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Pallas Capital Advisors LLC
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Talon Private Wealth, LLC
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Integrated Investment Consultants, LLC
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jvl associates llc
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Vista Wealth Management Group, LLC
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Accel Wealth Management
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SOA Wealth Advisors, LLC.
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Lauterbach Financial Advisors, LLC
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Beckerman Institutional, LLC
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Gs Investments, Inc.
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Kaleidoscope Capital Lp
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Powers Advisory Group, LLC
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Advisor Resource Council
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Truist Financial Corp
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Eastover Investment Advisors LLC
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Gleason Group, Inc.
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CJM Wealth Advisers, Ltd.
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Ulland Investment Advisors, LLC
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APCM Wealth Management for Individuals
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Seldon Capital Lp
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DHJJ Financial Advisors, Ltd.
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Cambria Investment Management, L.P.
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Summit Wealth Group Llc / Co
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Meridian Wealth Management, LLC
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NorthStar Asset Management LLC /NJ/
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CoreCap Advisors, LLC
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McNaughton Wealth Management, LLC
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MSH Capital Advisors LLC
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Simmons Bank
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PCG Wealth Advisors, LLC
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Tull Financial Group, Inc.
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Lowe Wealth Advisors, LLC
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Valpey Financial Services, LLC
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Wrenne Financial Planning LLC
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AllSquare Wealth Management LLC
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Fairview Capital Investment Management, Llc
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Meridian Financial, LLC
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Paul Damon & Associates, Inc.
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Thompson Siegel & Walmsley Llc
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Colony Group, LLC
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Verum Partners LLC
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Trust Point Inc.
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Steward Partners Investment Advisory, Llc
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Reuter James Wealth Management, Llc
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Infinity Wealth Counsel, LLC
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Peterson Wealth Services
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GW&K Investment Management, LLC
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Gridiron Partners, LLC
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Titleist Asset Management, Llc
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Copperwynd Financial, LLC
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Financial Freedom, LLC
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NorthCrest Asset Manangement, LLC
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Stifel Financial Corp
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Founders Grove Wealth Partners, Llc
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Main Street Financial Solutions, LLC
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Steel Peak Wealth Management LLC
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Fermata Advisors, LLC
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Plante Moran Financial Advisors, LLC
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SJA Financial Advisory, LLC
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Oak Harbor Wealth Partners, Llc
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Elite Life Management LLC
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Legacy Trust
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PrairieView Partners, LLC
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Silver Oak Advisory Group, Inc.
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Pinnacle Financial Partners Inc
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Curtis Advisory Group, LLC
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Sequoia Financial Advisors, LLC
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HORAN Wealth, LLC
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Federation des caisses Desjardins du Quebec
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Raymond James Financial Inc
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Barclays Plc
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Cypress Wealth Services, LLC
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Cornerstone Wealth Advisors, Inc.
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Waller Financial Planning Group, Inc
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Ceera Investments, Llc
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Wealth Enhancement Advisory Services, Llc
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Root Financial Partners, LLC
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Tufton Capital Management
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Financial Advisory Corp
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Apollon Wealth Management, LLC
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Nestegg Advisors, Inc.
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Flagship Harbor Advisors, Llc
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Topel & Distasi Wealth Management, LLC
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Loudon Investment Management, LLC
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Strategic Financial Concepts, LLC
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Family Legacy Financial Solutions, LLC
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LRI Investments, LLC
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Green Square Capital Advisors Llc
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Advocate Group Llc
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Geometric Wealth Advisors
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Chris Bulman Inc
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Brinker Capital Investments, LLC
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Ellevest, Inc.
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Optimum Investment Advisors
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BlueStem Wealth Partners, LLC
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American Money Management, LLC
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Hancock Whitney Corp
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Summit X, LLC
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MeadowBrook Investment Advisors LLC
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DiMeo Schneider & Associates, L.L.C.
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FSA Advisors, Inc.
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Invst, LLC
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Concurrent Investment Advisors, LLC
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Fjell Capital, LLC
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First Horizon Advisors, Inc.
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HighMark Wealth Management LLC
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Hiley Hunt Wealth Management
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|
Diversify Wealth Management, Llc
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|
|
|
ISNPX - Voya PARTNERS INC - Voya Solution 2050 Portfolio Class ADV
|
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|
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Wealthcare Advisory Partners LLC
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Schechter Investment Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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SRS Capital Advisors, Inc.
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SC&H Financial Advisors, Inc.
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Aristotle Capital Management, LLC
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Jackson Creek Investment Advisors LLC
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True Vision MN LLC
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Financial Partners Group, LLC
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Huntington National Bank
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Hopwood Financial Services, Inc.
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Wealthcare Capital Partners, LLC
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Sentinel Trust Co Lba
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|
ISRAX - Voya PARTNERS INC - Voya Solution 2045 Portfolio Class ADV
|
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|
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|
Avestar Capital, LLC
|
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|
Ntv Asset Management Llc
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Roth Financial Partners LLC
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|
Charles Schwab Trust Co
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Fisher Asset Management, LLC
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Richard P Slaughter Associates Inc
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Tsfg, Llc
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Whalen Wealth Management Inc.
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Cresset Asset Management, LLC
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BCJ Capital Management, LLC
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Marathon Strategic Advisors, LLC
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Advyzon Investment Management, LLC
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|
Swmg, Llc
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|
Group One Trading, L.p.
|
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|
Innovative Wealth Building LLC
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|
Colton Groome Financial Advisors, Llc
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|
Wealthspan Partners, Llc
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|
CSM Advisors, LLC
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|
Ellenbecker Investment Group
|
|
|
|
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|
Inlight Wealth Management, LLC
|
|
|
|
|
|
ISWAX - Voya PARTNERS INC - Voya Solution Income Portfolio Class ADV
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
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|
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|
Graypoint LLC
|
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|
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|
London & Capital Asset Management Ltd
|
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|
Rock Creek Group, LP
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Victrix Investment Advisors
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Eqis Capital Management, Inc.
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|
Beirne Wealth Consulting Services, LLC
|
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|
City State Bank
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|
Lgl Partners, Llc
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|
McIlrath & Eck, LLC
|
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|
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|
Uptown Financial Advisors LLC
|
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|
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|
Roberts Wealth Advisors, LLC
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|
Peak Asset Management, LLC
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|
Climber Capital SA
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|
MRP Capital Investments, LLC
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|
Burke & Herbert Bank & Trust Co
|
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|
Vantage Point Financial LLC
|
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|
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|
First Financial Corp /in/
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Unique Wealth, Llc
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|
Atlas Brown,Inc.
|
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|
|
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|
Heritage Financial Services, LLC
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
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|
Versant Capital Management, Inc
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Signal Tree Financial Partners Llc
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|
Patriot Investment Management Inc.
|
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|
Cable Hill Partners, LLC
|
|
|
|
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|
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
|
|
|
|
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|
Fort Vancouver Investment Management, LLC
|
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|
Clune & Associates, Ltd.
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|
Michael A. Dubis Financial Planning, LLC
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|
Front Row Advisors LLC
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|
West Financial Advisors, LLC
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First Manhattan Co
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|
Sofos Investments, Inc.
|
|
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|
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|
Washington Trust Bank
|
|
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|
Tocqueville Asset Management L.p.
|
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|
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|
Wooster Corthell Wealth Management, Inc.
|
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|
|
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|
Empower Advisory Group, LLC
|
|
|
|
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|
Macroview Investment Management Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
MHEFX - MH ELITE PORTFOLIO OF FUNDS TRUST - MH Elite Fund of Funds
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
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|
|
|
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|
Busey Wealth Management
|
|
|
|
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|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
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|
|
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|
Tanager Wealth Management LLP
|
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|
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|
Cascade Investment Group, Inc.
|
|
|
|
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|
Jennison Associates Llc
|
|
|
|
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|
OLIO Financial Planning
|
|
|
|
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|
Hedges Asset Management LLC
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WealthCollab, LLC
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|
Chatham Capital Group, Inc.
|
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|
Sunbelt Securities, Inc.
|
|
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|
Tribridge Partners Financial LLC
|
|
|
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|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
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|
L & S Advisors Inc
|
|
|
|
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|
Latigo Investments, LLC
|
|
|
|
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|
Portland Financial Advisors Inc
|
|
|
|
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|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
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|
Journey Advisory Group, LLC
|
|
|
|
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|
Bangor Savings Bank
|
|
|
|
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|
Objective Capital Management, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
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|
FF Advisors,LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
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|
Sterling Wealth Management, Inc.
|
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|
Country Club Bank /gfn
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
|
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|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
JAAJX - John Hancock Funds II - Multi-Index 2065 Lifetime Portfolio Class R4
|
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Westfuller Advisors, LLC
|
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Bnp Paribas Arbitrage, Sa
|
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Choate Investment Advisors
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Burney Co/
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Pfc Capital Group, Inc.
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Financial Management Professionals, Inc.
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Precedent Wealth Partners, Llc
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One Capital Management, LLC
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Axim Planning & Wealth
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Hemington Wealth Management
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Spears Abacus Advisors LLC
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Twin Focus Capital Partners, Llc
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Arcataur Capital Management LLC
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Baldwin Investment Management, LLC
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Aft, Forsyth & Company, Inc.
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Douglass Winthrop Advisors, LLC
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Td Private Client Wealth Llc
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Pacific Center for Financial Services
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Tidemark, LLC
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HMV Wealth Advisors, LLC
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Bank OZK
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Arvest Investments, Inc.
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Union Savings Bank
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Vishria Bird Financial Group, LLC
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Stock Yards Bank & Trust Co
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Ellsworth Advisors, LLC
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Hantz Financial Services, Inc.
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Forefront Wealth Partners, LLC
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1832 Asset Management L.P.
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Godsey & Gibb Associates
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Delta Asset Management Llc/tn
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Financial Network Wealth Advisors LLC
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Angeles Wealth Management, Llc
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Navalign, LLC
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Parkworth Wealth Management, Inc.
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Gibbs Wealth Management
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Leo Wealth, LLC
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Capstone Wealth Management Group, Llc
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Anderson Hoagland & Co
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Per Stirling Capital Management, LLC.
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Bank Hapoalim Bm
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Argent Trust Co
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Louisbourg Investments Inc.
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FLC Capital Advisors
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Kayne Anderson Rudnick Investment Management Llc
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Camden Capital, LLC
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Investment Partners, Ltd.
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Salomon & Ludwin, LLC
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Apriem Advisors
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Geneos Wealth Management Inc.
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Key Client Fiduciary Advisors, LLC
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Braun-Bostich & Associates Inc.
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Rs Crum Inc.
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Sendero Wealth Management, LLC
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KilterHowling LLC
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Autumn Glory Partners, LLC
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Savvy Advisors, Inc.
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Rebalance, Llc
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Valtinson Bruner Financial Planning LLC
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SageView Advisory Group, LLC
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|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
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Baker Avenue Asset Management, LP
|
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|
City Holding Co
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Truefg, Llc
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Phoenix Wealth Advisors
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|
Cypress Financial Planning Llc
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|
Activest Wealth Management
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Midwestern Financial, LLC /IA
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Coastal Bridge Advisors, LLC
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Oak Hill Wealth Advisors, Llc
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Cape Investment Advisory, Inc.
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Advisor OS, LLC
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Duncker Streett & Co Inc
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Northstar Financial Companies, Inc.
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Fortitude Advisory Group L.L.C.
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Bridgewater Advisors Inc.
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Fedenia Advisers LLC
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Holos Integrated Wealth LLC
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Raleigh Capital Management Inc.
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|
Mercer Global Advisors Inc /adv
|
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APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
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|
Wolff Wiese Magana Llc
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FineMark National Bank & Trust
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Embree Financial Group
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Pillar Financial Advisors, LLC
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RWM Asset Management, LLC
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Signal Advisors Wealth, LLC
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Kilter Group LLC
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UNIVEST FINANCIAL Corp
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M3 Advisory Group, LLC
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Ade, Llc
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BIP Wealth, LLC
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Avant Financial Advisors LLC
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GFS Advisors, LLC
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Tarbox Family Office, Inc.
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Catalyst Financial Partners Llc
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Arcus Capital Partners, LLC
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|
AMG National Trust Bank
|
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Brady Martz Wealth Solutions, LLC
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|
Upper Left Wealth Management, LLC
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|
Financial Network Wealth Management LLC
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|
Northeast Investment Management
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|
Rockingstone Advisors LLC
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|
Quadrant Private Wealth Management, LLC
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MAS Advisors LLC
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Monterey Private Wealth, Inc.
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National Asset Management, Inc.
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Dynamic Advisor Solutions LLC
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Potomac Fund Management Inc /adv
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Mission Creek Capital Partners, Inc.
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State Street Corp
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Smithfield Trust Co
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Capital Planning LLC
|
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Barrett & Company, Inc.
|
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|
Community Bank of Raymore
|
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Watershed Private Wealth Llc
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|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
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|
|
Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
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|
Lodestone Wealth Management LLC
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|
Occidental Asset Management, LLC
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|
Perigon Wealth Management, LLC
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|
Smith Chas P & Associates Pa Cpas
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|
Cerity Partners LLC
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|
First Financial Group Corp
|
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|
|
W Advisors, Llc
|
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|
Tennessee Valley Asset Management Partners
|
|
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|
|
|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
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|
Hilltop Wealth Advisors, Llc
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|
Beacon Capital Management, LLC
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|
Cordant, Inc.
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|
E&G Advisors, LP
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JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
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|
TBH Global Asset Management, LLC
|
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|
Truepoint, Inc.
|
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|
Flower City Capital
|
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|
Hills Bank & Trust Co
|
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|
Entrewealth, Llc
|
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|
Black Diamond Financial, LLC
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Inscription Capital, LLC
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Davies Financial Advisors, Inc.
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Roger Wittlin Investment Advisory, LLC
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Nicholas Hoffman & Company, LLC.
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|
Chico Wealth RIA
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Kathmere Capital Management, LLC
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Grandfield & Dodd, Llc
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Woodstock Corp
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Koshinski Asset Management, Inc.
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SigFig Wealth Management, LLC
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Exchange Capital Management, Inc.
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WealthNavi Inc.
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Millstone Evans Group, LLC
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|
Kings Path Partners LLC
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|
IRSVX - Voya Separate Portfolios Trust - Voya Target Retirement 2055 Fund Class I
|
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|
Horizon Investment Services, LLC
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|
Sentinus, LLC
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|
|
ISZAX - Voya PARTNERS INC - Voya Solution 2025 Portfolio Class ADV
|
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|
|
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|
Swp Financial Llc
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|
|
|
Pacific Financial Group Inc
|
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|
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|
Citizens Business Bank
|
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|
Trust Co of the South
|
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|
ETF Portfolio Partners, Inc.
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|
EverSource Wealth Advisors, LLC
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|
RFG Advisory, LLC
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|
Victory Financial Group, Llc
|
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|
Silverlake Wealth Management Llc
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|
National Wealth Management Group, LLC
|
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|
DMKC Advisory Services, LLC
|
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|
Intelligence Driven Advisers, LLC
|
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|
Donaldson Capital Management, Llc
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|
Stone House Investment Management, LLC
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|
Howard Capital Management Group, LLC
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|
Verus Wealth Management, Llc
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Ti-trust, Inc
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Tudor Financial Inc.
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Vise Technologies, Inc.
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|
Compass Planning Associates Inc
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Farmers & Merchants Investments Inc
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|
Davidson Investment Advisors
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|
Rothschild Investment Llc
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|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
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|
Holderness Investments Co
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Annex Advisory Services, LLC
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|
Equitable Holdings, Inc.
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Heritage Wealth Management, Inc. /CA/
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Avantax Planning Partners, Inc.
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|
Wincap Financial Llc
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SP Asset Management LLC
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|
Welch & Forbes Llc
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|
Minot DeBlois Advisors LLC
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|
Spinnaker Trust
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|
True North Advisors, LLC
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|
Exchange Bank
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Tenret Co LLC
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Sofi Wealth, Llc
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Liberty Capital Management, Inc.
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|
F/M Investments LLC
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Trust Co
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|
Seacrest Wealth Management, Llc
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|
Fft Wealth Management Llc
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|
Range Financial Group LLC
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|
Kiley Juergens Wealth Management, Llc
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|
|
VSQIX - Voya PARTNERS INC - Voya Solution 2065 Portfolio Class I
|
|
|
|
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|
Flagstone Financial Management
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|
|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
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|
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|
Von Berge Wealth Management Group, LLC
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|
Marshall Financial Group Inc /adv
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|
GeoWealth Management, LLC
|
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|
|
|
|
Employees Retirement System of Texas
|
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|
Bfsg, Llc
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|
Brown Miller Wealth Management, LLC
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Exchange Traded Concepts, Llc
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|
Bank of Marin
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|
Causeway Capital Management Llc
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|
LOM Asset Management Ltd
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|
Meridian Wealth Partners, LLC
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|
JT Stratford LLC
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|
Costello Asset Management, INC
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|
Forum Financial Management, LP
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Jasper Ridge Partners, L.P.
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|
Signet Financial Management, Llc
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|
Avidian Wealth Solutions, LLC
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|
Pacific Sage Partners, LLC
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|
Sterling Group Wealth Management, LLC
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|
Redwood Investment Management, Llc
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|
Worth Asset Management, LLC
|
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|
ARP - Advisors' Inner Circle Fund II - PMV Adaptive Risk Parity ETF
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|
Joel Isaacson & Co., LLC
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|
GP Brinson Investments LLC
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|
Fiera Capital Corp
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|
Sandy Cove Advisors, LLC
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|
Matisse Capital
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|
Sand Hill Global Advisors, LLC
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|
Aptus Capital Advisors, LLC
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|
Beacon Bridge Wealth Partners, LLC
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|
Highview Capital Management LLC/DE/
|
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|
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|
Mma Asset Management Llc
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|
Aspiring Ventures, LLC
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|
Vantage Financial Partners, LLC
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|
Claris Financial LLC
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|
Moser Wealth Advisors, LLC
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|
Prudential Plc
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|
Liberty Square Wealth Partners Llc
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|
|
|
|
Crux Wealth Advisors
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|
|
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|
Founders Financial Alliance, LLC
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|
SCS Capital Management LLC
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|
Hobart Private Capital, LLC
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|
|
Alamar Capital Management, LLC
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|
Hutchens & Kramer Investment Management Group, LLC
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|
|
|
|
Kwmg, Llc
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|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
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|
Hidden Cove Wealth Management, LLC
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|
Summit Wealth & Retirement Planning, Inc.
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|
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|
Gemmer Asset Management LLC
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|
Bigelow Investment Advisors, LLC
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|
Hemenway Trust Co LLC
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|
Verus Capital Partners, Llc
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|
Your Advocates Ltd., LLP
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|
Riversedge Advisors, Llc
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|
MCF Advisors LLC
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|
Sequent Planning LLC
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|
Hanlon Investment Management, Inc.
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|
ICONIQ Capital, LLC
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|
Guidance Point Advisors, LLC
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|
Petredis Investment Advisors Llc
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|
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|
Staley Capital Advisers Inc
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|
Ameriprise Financial Inc
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|
Garde Capital, Inc.
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|
Richardson Financial Services Inc.
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Townsquare Capital Llc
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|
Beacon Financial Group
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|
Cordatus Wealth Management LLC
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|
|
|
|
|
Echo Wealth Management, LLC
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Elk River Wealth Management, LLC
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Rise Advisors, LLC
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Skyline Advisors, Inc.
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Moller Financial Services
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McNamara Financial Services, Inc.
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McLean Asset Management Corp
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Beese Fulmer Investment Management, Inc.
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Three Bridge Wealth Advisors, LLC
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|
Decker Retirement Planning Inc.
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|
|
|
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Darden Wealth Group Inc
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|
Invenio Wealth Partners Llc
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MidWestOne Financial Group, Inc.
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|
Addison Advisors LLC
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|
J. W. Coons Advisors, LLC
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|
|
|
FSA Wealth Management LLC
|
|
|
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|
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Wellington Capital Management, Inc.
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Paragon Capital Management Ltd
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Schmidt P J Investment Management Inc
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Christopher J. Hasenberg, Inc
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Strategent Financial, LLC
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Traynor Capital Management, Inc.
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American Trust
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Old Second National Bank Of Aurora
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M1 Capital Management LLC
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Hoey Investments, Inc
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Northern Trust Corp
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Asset Planning Corporation
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Abacus Planning Group, Inc.
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Hohimer Wealth Management, Llc
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Accredited Investors Inc.
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Tilson Financial Group, Inc.
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Graves-Light Private Wealth Management, Inc.
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Oak Harvest Investment Services
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JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
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Heartwood Wealth Advisors LLC
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River Wealth Advisors LLC
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Great Valley Advisor Group, Inc.
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JRLWX - John Hancock Funds II - Multi-Index 2050 Lifetime Portfolio Class 1
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Sei Investments Co
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Oxford Financial Group Ltd
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TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
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HighTower Advisors, LLC
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Hudock, Inc.
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Vista Private Wealth Partners. LLC
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Nadler Financial Group, Inc.
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Center For Asset Management LLC
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Cahill Financial Advisors Inc
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Moors & Cabot, Inc.
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Laurel Wealth Advisors LLC
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Osborne Partners Capital Management, Llc
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Strategic Financial Partners, Ltd.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Transamerica Financial Advisors, Inc.
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Aries Wealth Management
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Rodgers & Associates, LTD
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Forte Capital Llc /adv
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Meridian Wealth Advisors, LLC
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Rothschild Capital Partners, LLC
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Clarity Wealth Development LLC
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Evolution Wealth Management Inc.
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Money Concepts Capital Corp
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Pinney & Scofield, Inc.
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Private Wealth Management Group, LLC
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Salem Investment Counselors Inc
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Stephenson & Company, Inc.
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Global Retirement Partners, LLC
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Brookwood Investment Group LLC
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Principal Financial Group Inc
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Capital Planning Advisors, LLC
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Life Planning Partners, Inc
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Northwestern Mutual Wealth Management Co
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Excalibur Management Corp
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HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
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Acropolis Investment Management, LLC
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Modus Advisors, LLC
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Latitude Advisors, LLC
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Richardson Capital Management LLC
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Horizon Investments, LLC
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Wedgewood Investors Inc /pa/
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David Wealth Management LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Colonial Trust Advisors
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Private Wealth Asset Management, LLC
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Acorn Wealth Advisors, LLC
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Park Avenue Securities Llc
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CWA Asset Management Group, LLC
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MBE Wealth Management, LLC
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Smith Anglin Financial, LLC
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Diversified Enterprises, LLC
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First County Bank /CT/
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Huntleigh Advisors, Inc.
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Tradition Wealth Management, LLC
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Prudent Man Investment Management, Inc.
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Zhang Financial LLC
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Waterloo Capital, L.P.
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Bernardo Wealth Planning LLC
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Rice Partnership, LLC
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Ironwood Wealth Management, LLC.
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New York Life Investment Management Llc
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Morningstar Investment Services LLC
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Northwest Quadrant Wealth Management, LLC
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Harbor Asset Planning, Inc.
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Gotham Asset Management, LLC
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Kingsview Wealth Management, LLC
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S.A. Mason LLC
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DBK Financial Counsel, LLC
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Skopos Labs, Inc.
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Sapient Capital Llc
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Howland Capital Management Llc
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Custos Family Office, LLC
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Ubs Asset Management Americas Inc
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Bridges Investment Management Inc
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Brown Advisory Inc
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Perennial Advisors, LLC
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SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A
|
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Resources Management Corp /ct/ /adv
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Smithbridge Asset Management Inc/de
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Sabal Trust CO
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Melfa Wealth Management, Llc
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Bensler, LLC
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Lazard Asset Management Llc
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Whittier Trust Co
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Yoder Wealth Management, Inc.
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RiverGlades Family Offices LLC
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Berkshire Asset Management Llc/pa
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Silver Coast Investments LLC
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JRM Investment Counsel, LLC
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Innova Wealth Partners
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Advantage Trust Co
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Mill Creek Capital Advisors, LLC
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Rossmore Private Capital
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Mcdonald Partners Llc
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Nuveen, LLC
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Indie Asset Partners, LLC
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Compass Ion Advisors, LLC
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Aegis Wealth Management LLC
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Davis R M Inc
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BIP Alliance, LLC
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Leavell Investment Management, Inc.
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Resonant Capital Advisors, LLC
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Delta Financial Group, Inc.
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Rossby Financial, LCC
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Independence Bank of Kentucky
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Schroder Investment Management Group
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Mesirow Financial Investment Management, Inc.
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Wellington Management Group Llp
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Main Line Retirement Advisors, LLC
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Sit Investment Associates Inc
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Pin Oak Investment Advisors Inc
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Iron Horse Wealth Management, LLC
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Viewpoint Capital Management LLC
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Next Level Private LLC
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RiverFront Investment Group, LLC
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CI Private Wealth, LLC
|
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First National Bank Sioux Falls
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Flywheel Private Wealth LLC
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Focus Financial Network, Inc.
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Greenleaf Trust
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Apexium Financial, Lp
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Everest Management Corp.
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Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
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CRA Financial Services, LLC
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Connable Office Inc
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Parsons Capital Management Inc/ri
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Capasso Planning Partners LLC
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|
Wind River Trust Co
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|
Marcum Wealth, LLC
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|
Alpha Financial Advisors, LLC
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Morton Brown Family Wealth, LLC
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Canvas Wealth Advisors, LLC
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Ramsay, Stattman, Vela & Price, Inc.
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Drucker Wealth 3.0, LLC
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Ellis Investment Partners, LLC
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Semmax Financial Advisors Inc.
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Parker Financial LLC
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BetterWealth, LLC
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|
Umpqua Bank
|
|
|
|
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|
Ritholtz Wealth Management
|
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|
Creative Financial Designs Inc /adv
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One Wealth Capital Management, Llc
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TCI Wealth Advisors, Inc.
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|
Alesco Advisors Llc
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Alpine Bank Wealth Management
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|
Optas, LLC
|
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|
Modern Wealth Management, LLC
|
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|
AlphaCore Capital LLC
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|
Detalus Advisors, LLC
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Wick Capital Partners, LLC
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Quattro Financial Advisors Llc
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Watchman Group, Inc.
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Plum Street Advisors, LLC
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Horan Capital Advisors, LLC.
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Wealth Dimensions Group, Ltd.
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Monument Capital Management
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|
|
IASPX - Voya PARTNERS INC - Voya Solution 2055 Portfolio Class ADV
|
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LifeGuide Financial Advisors, LLC
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Willis Johnson & Associates, Inc.
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Wellspring Financial Advisors, LLC
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Schrum Private Wealth Management LLC
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|
|
Adventist Health System/ West
|
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|
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|
Haverford Trust Co
|
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Pinnacle Associates Ltd
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Pacifica Partners Inc.
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POM Investment Strategies, LLC
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Total Wealth Planning, Llc
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|
Lansing Street Advisors
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Moody Lynn & Lieberson, Llc
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Steele Capital Management, Inc.
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RCS Financial Planning, LLC
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Cornerstone Wealth Management, LLC
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|
West Branch Capital LLC
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|
Mariner, LLC
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Fortis Capital Management LLC
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|
Redmond Asset Management, LLC
|
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|
|
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
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|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
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|
Beaumont Financial Advisors, LLC
|
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|
RPTC Inc.
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We Are One Seven, LLC
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Pnc Financial Services Group, Inc.
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Foundations Investment Advisors, LLC
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Great West Life Assurance Co /can/
|
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|
|
|
Crestwood Advisors Group LLC
|
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|
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|
Elser Financial Planning, Inc
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TFB Advisors LLC
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Tme Financial, Inc.
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|
Cambridge Advisors Inc.
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|
|
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|
Kennebec Savings Bank
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|
Wealthcare Capital Management Llc
|
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|
|
Df Dent & Co Inc
|
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Private Client Services, Llc
|
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Praetorian Wealth Management, Inc.
|
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|
|
|
Carrera Capital Advisors
|
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Tectonic Advisors Llc
|
|
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|
|
Commerce Bank
|
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|
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|
Martin Worley Group
|
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|
Financial Gravity Companies, Inc.
|
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|
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|
Nepc Llc
|
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|
Brighton Jones Llc
|
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|
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Synergy Investment Management, LLC
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Empowered Funds, LLC
|
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|
Wealthstream Advisors, Inc.
|
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|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
ISNKX - Voya PARTNERS INC - Voya Solution 2040 Portfolio Class ADV
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Callan Capital, LLC
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|
TD Capital Management LLC
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|
Vermillion Wealth Management, Inc.
|
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|
Willow Creek Wealth Management Inc.
|
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|
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|
Mascoma Wealth Management LLC
|
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|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
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|
|
Lbmc Investment Advisors, Llc
|
|
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|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
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|
Independent Family Office, LLC
|
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|
Compass Financial Group, Inc.
|
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|
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|
|
Crowley Wealth Management, Inc.
|
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|
|
|
Summit Wealth Partners, LLC
|
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|
|
Creegan & Nassoura Financial Group, LLC
|
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|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
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|
|
Bellevue Asset Management, Llc
|
|
|
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|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
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|
|
|
Greenwood Capital Associates Llc
|
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|
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|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
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|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Twele Capital Management, Inc.
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Columbus Macro, LLC
|
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|
Seaside Wealth Management, Inc.
|
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|
|
|
First United Bank Trust/
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
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|
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United Capital Financial Advisers, Llc
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|
Rakuten Securities, Inc.
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|
Elios Financial Group Inc.
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|
|
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|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
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Traction Financial Partners, LLC
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|
UMA Financial Services, Inc.
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|
Dravo Bay Llc
|
|
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|
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|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
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|
Next Capital Management LLC
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|
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|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
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|
Rochester Wealth Strategies, LLC
|
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|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Mbb Public Markets I Llc
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Vestmark Advisory Solutions, Inc.
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Apella Capital, LLC
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Pandora Wealth, Inc.
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Aprio Wealth Management, LLC
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Mascagni Wealth Management, Inc.
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Frank, Rimerman Advisors LLC
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Oliver Lagore Vanvalin Investment Group
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Atala Financial Inc
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Cornerstone Planning Group LLC
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UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
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TCG Advisory Services, LLC
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Capital Asset Advisory Services LLC
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Ronald Blue Trust, Inc.
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Planning Alternatives Ltd /adv
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Sightline Wealth Advisors, LLC
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Siligmueller & Norvid Wealth Advisors LLC
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Quadcap Wealth Management, LLC
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St. Clair Advisors, LLC
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Dearborn Partners Llc
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Milestone Asset Management Group, LLC
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Sageworth Trust Co of South Dakota
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Paladin Advisory Group, LLC
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Asset Dedication, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Hughes Financial Services, LLC
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Meridian Management Co
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Miracle Mile Advisors, LLC
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Jacobsen Capital Management
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Mainsail Financial Group, LLC
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Oakworth Capital, Inc.
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Fiduciary Advisors, Inc.
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Fourth Dimension Wealth, LLC
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Pensionmark Financial Group, Llc
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Permanent Capital Management, LP
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Strategic Financial Services, Inc,
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REDW Wealth LLC
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Myecfo, Llc
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DiNuzzo Private Wealth, Inc.
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TrueWealth Financial Partners
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Advisors Capital Management, LLC
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Libra Wealth Llc
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Allworth Financial LP
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Disciplined Investors, L.L.C.
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Guardian Partners Inc.
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Provenance Wealth Advisors, LLC
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SJS Investment Consulting Inc.
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Efficient Advisors, LLC
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Cornerstone Advisors Asset Management, Inc
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Compass Financial Services Inc
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Fi3 FINANCIAL ADVISORS, LLC
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Jones Financial Companies Lllp
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Tortoise Investment Management, LLC
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SYM FINANCIAL Corp
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Quantum Financial Planning Services, Inc.
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First Command Advisory Services, Inc.
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SBI Securities Co., Ltd.
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Chai Trust Co Llc
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Crestmont Private Wealth LLC
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Arrowstreet Capital, Limited Partnership
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Bakala Capital Management LLC
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Arbor Wealth Advisors LLC
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Brooklyn FI, LLC
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PFG Private Wealth Management, LLC
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Motiv8 Investments LLC
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Cobblestone Capital Advisors Llc /ny/
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Berkshire Bank
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Brucke Financial, Inc.
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Carnegie Capital Asset Management, LLC
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Sunburst Financial Group, LLC
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Athena Investment Management
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Nvest Financial, LLC
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Nicholson Wealth Management Group, LLC
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Envestnet Asset Management Inc
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Talisman Wealth Advisors LLC
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Fairman Group, LLC
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Manning & Napier Advisors Llc
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Atlantic Union Bankshares Corp
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Certior Financial Group, Llc
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First National Bank & Trust Co Of Newtown
|
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Centennial Bank/AR/
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Comprehensive Money Management Services LLC
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May Hill Capital, LLC
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Global Wealth Strategies & Associates
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Fort Washington Investment Advisors Inc /oh/
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Birch Hill Investment Advisors LLC
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Tyler-Stone Wealth Management
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Regal Investment Advisors LLC
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Canton Hathaway, LLC
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Quantum Financial Advisors, LLC
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Simon Quick Advisors, Llc
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Goelzer Investment Management, Inc.
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Zacks Investment Management
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Allodium Investment Consultants, LLC
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Heritage Investors Management Corp
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Sincerus Advisory, LLC
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Acas, Llc
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Integrity Financial Corp /WA
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Rsm Us Wealth Management Llc
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Five Oceans Advisors
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ESG Planning
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TrueWealth Advisors, LLC
|
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|
Security National Bank Of Sioux City Iowa /ia/
|
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Morton Capital Management LLC/CA
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Wallington Asset Management, LLC
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Longview Financial Advisors LLC
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Interactive Financial Advisors
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Shepherd Financial Partners LLC
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Financial Counselors Inc
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William Howard & Co Financial Advisors Inc
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XML Financial, LLC
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NFP Retirement, Inc.
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First National Corp /ma/ /adv
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RTD Financial Advisors, Inc.
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Boston Research & Management Inc
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Northern Oak Wealth Management Inc
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|
Hanover Advisors Inc
|
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|
Slagle Financial, LLC
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Proficio Capital Partners LLC
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|
Halter Ferguson Financial Inc.
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|
Briaud Financial Planning, Inc
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|
Retirement Systems of Alabama
|
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|
Smith, Moore & Co.
|
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|
Glenmede Trust Co Na
|
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|
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|
Checchi Capital Advisers, LLC
|
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|
Community Bank & Trust, Waco, Texas
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Valeo Financial Advisors, LLC
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Corrigan Financial, Inc.
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Zullo Investment Group, Inc.
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Roffman Miller Associates Inc /pa/
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Johnson Bixby & Associates, LLC
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Maseco Llp
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Ameritas Investment Partners, Inc.
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|
VSPAX - Voya PARTNERS INC - Voya Solution 2060 Portfolio Class ADV
|
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Petix & Botte Co
|
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|
K2 Financial Inc.
|
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|
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|
Nicolet Bankshares Inc
|
|
|
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|
VERITY Wealth Advisors
|
|
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|
Farnam Financial LLC
|
|
|
|
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|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
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|
JMG Financial Group, Ltd.
|
|
|
|
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|
Falcon Wealth Planning
|
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|
Wealth Alliance Advisory Group, LLC
|
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|
|
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|
HHM Wealth Advisors, LLC
|
|
|
|
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|
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
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|
Northwest Capital Management Inc
|
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|
|
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|
Yoffe Investment Management, LLC
|
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|
Armstrong Advisory Group, Inc
|
|
|
|
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|
Idaho Trust Bank
|
|
|
|
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|
Coldstream Capital Management Inc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
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|
|
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|
Centerline Wealth Advisors, LLC
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|
Wescott Financial Advisory Group, LLC
|
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|
LifePlan Investment Advisors, Inc.
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Hurley Capital, LLC
|
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Evolution Advisers, Inc.
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|
FMA Wealth Management, LLC
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Jag Capital Management, Llc
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|
Linscomb & Williams, Inc.
|
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|
Toews Corp /adv
|
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|
KC Investment Advisors, LLC
|
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|
Glenview Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
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|
|
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|
Zeit Capital LLC
|
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|
SilverOak Wealth Management LLC
|
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|
Harbour Investments, Inc.
|
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|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
B&l Asset Management Llc
|
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|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
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|
Wetherby Asset Management Inc
|
|
|
|
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|
JRODX - John Hancock Funds II - Multi-Index 2060 Lifetime Portfolio Class 1
|
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Waypoint Wealth Partners Inc.
|
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|
Spurstone Advisory Services, LLC
|
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|
Blue Zone Wealth Advisors, LLC
|
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|
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|
Marks Group Wealth Management, Inc
|
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|
|
|
GSB Wealth Management, LLC
|
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|
|
|
|
Jmac Enterprises Llc
|
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|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
|
|
|
|
|
|
Prime Buchholz LLC
|
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|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
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Lord & Richards Wealth Management, LLC
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Diversify Advisory Services, LLC
|
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|
CAPROCK Group, Inc.
|
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|
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|
Blue Investment Partners LLC
|
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|
|
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|
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
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|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Stage Harbor Financial, Llc
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|
S&t Bank/pa
|
|
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|
Camelot Technology Advisors, Inc.
|
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|
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|
CENTRAL TRUST Co
|
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|
BOK Financial Private Wealth, Inc.
|
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|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
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|
OneAscent Wealth Management LLC
|
|
|
|
|
|
IRSPX - Voya Separate Portfolios Trust - Voya Target Retirement 2045 Fund Class I
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
PCA Investment Advisory Services Inc.
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
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|
Aaron Wealth Advisors LLC
|
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|
|
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|
Tableaux Llc
|
|
|
|
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|
Equita Financial Network, Inc.
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
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|
|
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|
PFS Partners, LLC
|
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|
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|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
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|
Stewardship Advisors, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
|
Marshall Financial Group LLC
|
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|
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
|
|
|
Single Point Partners, LLC
|
|
|
|
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|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
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|
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|
Dakota Community Bank & Trust NA
|
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|
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Planned Solutions, Inc.
|
|
|
|
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|
Apeiron RIA LLC
|
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|
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|
Cadence Wealth Management LLC
|
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|
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|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
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|
FC Advisory LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Advisory Research Inc
|
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|
|
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|
Delta Financial Advisors Llc
|
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|
Investment Research & Advisory Group, Inc.
|
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|
Resolute Advisors LLC
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|
Lindbrook Capital, Llc
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
Financial Strategies Group, Inc.
|
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|
Viawealth, Llc
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|
Accredited Investor Services, Llc
|
|
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|
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|
Objectivity Squared, LLC
|
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|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
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|
|
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|
Obsidian Personal Planning Solutions LLC
|
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|
|
|
First Bancorp, Inc /ME/
|
|
|
|
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|
Interchange Capital Partners, LLC
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Fort Sheridan Advisors Llc
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SILVER OAK SECURITIES, Inc
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Lido Advisors, LLC
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Twin City Private Wealth, Llc
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Weinberger Asset Management, Inc
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Nwam Llc
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Lincoln National Corp
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Hanson & Doremus Investment Management
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Selective Wealth Management, Inc.
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Snider Financial Group
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Jordan Park Group LLC
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Venturi Wealth Management, LLC
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Evergreen Private Wealth LLC
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Twelve Points Wealth Management LLC
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PAX Financial Group, LLC
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Moody National Bank Trust Division
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JPL Wealth Management, LLC
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Miller Investment Management, LP
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Nova R Wealth, Inc.
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Richards, Merrill & Peterson, Inc.
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Okabena Investment Services Inc
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Foguth Wealth Management, LLC.
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Cheviot Value Management, LLC
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Wall Street Access Asset Management, LLC
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Discipline Wealth Solutions, LLC
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Peoples Financial Services Corp.
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Mainsail Asset Management, Llc
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Deane Retirement Strategies, Inc.
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Lion Street Advisors, LLC
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Sax Wealth Advisors, Llc
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Litman Gregory Asset Management LLC
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Stanich Group LLC
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Oak Wealth Advisors LLC
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Advisory Services Network, LLC
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Woodside Wealth Management LLC
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SeaBridge Investment Advisors LLC
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Merit Financial Group, LLC
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Cozad Asset Management Inc
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Piscataqua Savings Bank
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Nova Wealth Management, Inc.
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General Partner, Inc.
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Wingate Wealth Advisors, Inc.
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Ruedi Wealth Management, Inc.
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SkyOak Wealth, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Pasadena Private Wealth, LLC
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Warwick Investment Management, Inc.
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Conservest Capital Advisors, Inc.
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Vigilare Wealth Management
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Pinnacle Bancorp, Inc.
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Rockbridge Investment Management, LCC
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American National Bank
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TD Waterhouse Canada Inc.
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Duncan Williams Asset Management, LLC
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First Business Financial Services, Inc.
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VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares
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Tolleson Wealth Management, Inc.
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B & T Capital Management DBA Alpha Capital Management
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Dohj, Llc
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GWM Advisors LLC
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Cyndeo Wealth Partners, LLC
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Martel Wealth Advisors Inc
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Morling Financial Advisors, LLC
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Vestor Capital, Llc
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Chapin Davis, Inc.
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Letson Investment Management, Inc.
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Lake Street Financial Llc
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First National Trust Co
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Fidelity D & D Bancorp Inc
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Grove Bank & Trust
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Creative Capital Management Investments LLC
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RKL Wealth Management LLC
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Brown Brothers Harriman & Co
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Fiduciary Planning LLC
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WealthTrust Axiom LLC
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Integrated Capital Management, LLC
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Squarepoint Ops LLC
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Fortress Financial Group, Llc
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D.a. Davidson & Co.
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Hardy Reed LLC
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Gould Asset Management Llc /ca/
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Kraft, Davis & Associates, LLC
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LS Investment Advisors, LLC
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C2C Wealth Management, LLC
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Astoria Portfolio Advisors LLC.
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American Capital Advisory, LLC
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Mondrian Investment Partners LTD
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Security National Bank
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Financial Advocates Investment Management
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Penobscot Investment Management Company, Inc.
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Lummis Asset Management, LP
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Silver Oak Wealth Advisors Services, Llc
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NMIEX - Northern Funds - Active M International Equity Fund
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Knuff & Co LLC
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JDM Financial Group LLC
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Curio Wealth, Llc
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Consolidated Portfolio Review Corp
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Summit Global Investments
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Bradley Foster & Sargent Inc/ct
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Blueprint Investment Partners LLC
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Elyxium Wealth, LLC
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Strategic Blueprint, LLC
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Resources Investment Advisors, LLC.
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Orion Capital Management LLC
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Ehrlich Financial Group
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Cedar Point Capital Partners, LLC
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InvesTrust
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Harrington Investments, INC
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Magnolia Private Wealth, LLC
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Cetera Investment Advisers
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Wade Financial Advisory, Inc
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Logan Capital Management Inc
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Liberty Wealth Management Llc
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Trust Co Of Vermont
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Main Management LLC
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Csenge Advisory Group
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Arkadios Wealth Advisors
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Hazlett, Burt & Watson, Inc.
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Tanglewood Wealth Management, Inc.
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5th Street Advisors, LLC
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Mml Investors Services, Llc
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Legacy Private Trust Co.
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Greenwood Gearhart Inc
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VCI Wealth Management LLC
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Whittier Trust Co Of Nevada Inc
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Arlington Trust Co LLC
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Mustard Seed Financial, LLC
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Michael S. Ryan, Inc.
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Capital City Trust Co/fl
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Barry Investment Advisors, LLC
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Encompass Wealth Advisors, Llc
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Strategies Wealth Advisors, LLC
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Lockerman Financial Group, Inc.
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Equitable Trust Co
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Marquette Asset Management, LLC
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Prodigy Asset Management LLC
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Firestone Capital Management
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Delap Wealth Advisory, Llc
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Integrated Advisors Network LLC
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JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
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Avantax Advisory Services, Inc.
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Orcam Financial Group
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Bridge Creek Capital Management LLC
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Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
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Fiduciary Financial Group, Llc
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ERn Financial, LLC
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Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
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WESCAP Management Group, Inc.
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Coston, McIsaac & Partners
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Cliffwater LLC
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Schoolcraft Capital LLC
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Lynx Investment Advisory
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Captrust Financial Advisors
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Voisard Asset Management Group, Inc.
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Highline Wealth Partners Llc
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Gwn Securities Inc.
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Royal Bank Of Canada
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James J. Burns & Company, LLC
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Retirement Investment Advisors, Inc.
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Abc Arbitrage Sa
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Betterment LLC
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Kingswood Wealth Advisors, Llc
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Truvestments Capital Llc
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Asset Allocation & Management Company, LLC
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Mutual Advisors, LLC
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Stonebridge Financial Group, LLC
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Binnacle Investments Inc
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TPG Advisors LLC
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Ethos Financial Group, LLC
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Crews Bank & Trust
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Harvest Investment Services, LLC
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SOUTH STATE Corp
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Adamsbrown Wealth Consultants Llc
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Fort Point Capital Partners LLC
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Southland Equity Partners LLC
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Becker Capital Management Inc
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Proathlete Wealth Management Llc
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Texas Capital Bank Wealth Management Services Inc
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Market Street Wealth Management Advisors Llc
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Symphony Financial, Ltd. Co.
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Gpwm Llc
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Nomura Asset Management Co Ltd
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BSW Wealth Partners
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Rowland & Co Investment Counsel/adv
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Greystone Financial Group, LLC
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Narus Financial Partners, LLC
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Red Tortoise LLC
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Westbourne Investments, Inc.
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BlackRock, Inc.
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Neuberger Berman Group LLC
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Field & Main Bank
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Anfield Capital Management, LLC
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Heritage Wealth Advisors
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Fee-Only Financial Planning, L.C.
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Jeppson Wealth Management, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Central Pacific Bank - Trust Division
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VSM Wealth Advisory, LLC
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Integrated Capital Management, Inc.
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Ascent Capital Management, LLC
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Facet Wealth, Inc.
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Allegheny Financial Group LTD
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Wsfs Capital Management, Llc
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Guardian Asset Advisors, LLC
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Kera Capital Partners, Inc.
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Dodds Wealth, LLC
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Columbia River Financial Group, LLC
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Prime Capital Investment Advisors, LLC
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Bordeaux Wealth Advisors LLC
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IFC Advisors LLC
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RMB Capital Management, LLC
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TL Private Wealth
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Trust Co Of Toledo Na /oh/
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Alteri Wealth LLC
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AE Wealth Management LLC
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Concorde Asset Management, LLC
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MEMBERS Trust Co
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Rinkey Investments
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Bragg Financial Advisors, Inc
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Goldman Sachs Group Inc
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Capstone Wealth Management Group LLC
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Destination Wealth Management
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Baron Silver Stevens Financial Advisors, Llc
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Global Endowment Management, LP
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HBW Advisory Services LLC
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PMV Capital Advisers, LLC
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Summit Financial, LLC
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Exencial Wealth Advisors, Llc
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Fusion Family Wealth LLC
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Ameritas Advisory Services, LLC
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Financial Advisory Corp /ut/ /adv
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Bruce G. Allen Investments, LLC
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Atomi Financial Group, Inc.
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Seven Post Investment Office LP
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Janney Montgomery Scott LLC
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Strategic Investment Advisors / MI
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OneAscent Financial Services LLC
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Voya Financial Advisors, Inc.
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Level Wealth Management LLC
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Virtue Capital Management, LLC
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Austin Wealth Management, LLC
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Tepp RIA, LLC
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Up Strategic Wealth Investment Advisors Llc
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IPG Investment Advisors LLC
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Unconventional Investor, LLC
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First Heartland Consultants, Inc.
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IFG Advisory, LLC
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Kendall Capital Management
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Taylor, Cottrill, Erickson & Associates, Inc.
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VPR Management LLC
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Sebold Capital Management, Inc.
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Avion Wealth
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Wells Fargo & Company/mn
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First Trust Advisors Lp
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Woodmont Investment Counsel Llc
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AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
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RBF Capital, LLC
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Nautilus Advisors LLC
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Gryphon Financial Partners LLC
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Smartleaf Asset Management LLC
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Kestra Investment Management, LLC
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Sowell Financial Services LLC
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Keener Financial Planning LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class
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Probity Advisors, Inc.
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Hillcrest Wealth Advisors - NY, LLC
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Belpointe Asset Management LLC
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Wealth Architects, LLC
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Financial Advisory Service, Inc.
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IRSLX - Voya Separate Portfolios Trust - Voya Target Retirement 2025 Fund Class I
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Everhart Financial Group, Inc.
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Andina Capital Management, LLC
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Formidable Asset Management, LLC
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AA Financial Advisors, LLC
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Northwest Bancshares, Inc.
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REAP Financial Group, LLC
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Global Wealth Management Investment Advisory, Inc.
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Modera Wealth Management, LLC
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Bank of New Hampshire
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Journey Beyond Wealth, LLC
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Glenmede Investment Management, LP
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Painted Porch Advisors LLC
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Clarendon Private LLC
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Atria Investments Llc
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Axxcess Wealth Management, Llc
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SNS Financial Group, LLC
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Ironwood Investment Counsel, LLC
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Significant Wealth Partners LLC
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Sulzberger Capital Advisors, Inc.
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Capital Analysts, Inc.
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Atria Wealth Solutions, Inc.
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Jaffetilchin Investment Partners, LLC
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Clear Harbor Asset Management, LLC
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CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Foster & Motley Inc
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Charter Trust Co
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AlphaStar Capital Management, LLC
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Caliber Wealth Management, LLC / KS
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Mayflower Financial Advisors, LLC
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Financial Engines Advisors L.L.C.
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Boston Family Office Llc
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Norris Perne & French Llp/mi
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Emerald Advisors, LLC
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Romano Brothers And Company
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Black Swift Group, LLC
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Park National Corp /oh/
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Financial Management Network Inc
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Clarity Capital Advisors, LLC
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JHODX - John Hancock Funds II - 2070 Lifetime Blend Portfolio Class R6
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Advisory Alpha, LLC
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Monarch Capital Management Inc/
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MBL Wealth, LLC
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Vestia Personal Wealth Advisors
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American Alpha Advisors, LLC
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Byrne Asset Management LLC
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Toth Financial Advisory Corp
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Kanawha Capital Management Llc
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CWS Financial Advisors, LLC
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Kesler, Norman & Wride, LLC
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Seven Mile Advisory
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Bell Investment Advisors, Inc
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Hamilton Point Investment Advisors, LLC
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World Equity Group, Inc.
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Stillwater Capital Advisors, LLC
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Brown Wealth Management, Llc
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One Degree Advisors Inc
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Integrated Wealth Concepts LLC
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Harbor Group, Inc.
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Total Clarity Wealth Management, Inc.
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WPG Advisers, LLC
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Sherman Asset Management, Inc.
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Gibson Capital, LLC
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Investmark Advisory Group LLC
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Westside Investment Management, Inc.
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Cedar Wealth Management, LLC
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Kearns & Associates LLC
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Evernest Financial Advisors, LLC
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Mid-American Wealth Advisory Group, Inc.
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Everstar Asset Management, LLC
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Pinnacle Wealth Planning Services, Inc.
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|
Stone Point Wealth LLC
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Ritter Daniher Financial Advisory LLC / DE
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Calamos Wealth Management LLC
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RHS Financial, LLC
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Legacy Bridge, LLC
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Morangie Management LLC
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Santori & Peters, Inc.
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|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
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Grove Street Fiduciary, LLC
|
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Jfs Wealth Advisors, Llc
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Tactive Advisors, LLC
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|
Spectrum Asset Management, Inc. (NB/CA)
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PBMares Wealth Management LLC
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Squire Investment Management Company, LLC
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|
Matrix Asset Advisors Inc/ny
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Human Investing LLC
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MKT Advisors LLC
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|
Zions Bancorporation, National Association /ut/
|
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|
New Hampshire Trust
|
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|
Ames National Corp
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|
Palisade Asset Management, LLC
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|
Burling Wealth Partners, Llc
|
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|
Aletheian Wealth Advisors LLC
|
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|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
|
|
|
|
|
|
Breakwater Capital Group
|
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|
Novem Group
|
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|
Colonial River Wealth Management, LLC
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|
Coordinated Financial Services, Inc./CO
|
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|
Tower View Investment Management & Research LLC
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Ccm Investment Group, Llc
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Financial Synergies Wealth Advisors, Inc.
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|
Integris Wealth Management, LLC
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Stonegate Investment Group, LLC
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Wealth Advisory Solutions, LLC
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Central Bank & Trust Co
|
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Blume Capital Management, Inc.
|
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MAI Capital Management
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PFG Investments, LLC
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Rakuten Investment Management, Inc.
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Johnson Financial Group, LLC
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Colorado Capital Management, Inc.
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Sachetta, LLC
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CFO4Life Group, LLC
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|
Kitching Partners, Llc
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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Westmount Partners, LLC
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Archetype Wealth Partners
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|
Insight 2811, Inc.
|
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|
Elgethun Capital Management
|
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Prudent Man Advisors, LLC
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|
Parthenon Llc
|
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|
Milestone Investment Advisors LLC
|
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|
Family Wealth Partners, Llc
|
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|
Keybank National Association/oh
|
|
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|
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|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
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|
Diversified Portfolios, Inc.
|
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|
|
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|
IFS Advisors, LLC
|
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|
Pitcairn Co
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
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|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
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|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Aspiriant, Llc
|
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|
Sonora Investment Management Group, LLC
|
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|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
|
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Eq Llc
|
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|
|
|
|
HCR Wealth Advisors
|
|
|
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|
|
AlTi Global, Inc.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
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|
Orin Green Financial, LLC
|
|
|
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|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Essex Savings Bank
|
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|
|
|
Trevian Wealth Management LLC
|
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|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
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|
|
Theory Financial Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
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|
|
|
|
Fifth Third Bancorp
|
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|
Michelson Medical Research Foundation, Inc.
|
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|
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|
WealthPLAN Partners, LLC
|
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|
Hilltop Holdings Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
VRSAX - Voya Separate Portfolios Trust - Voya Target Retirement 2060 Fund Class I
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Ballentine Capital Advisors, Inc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Efficient Frontier Advisors LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
THIDX - Northern Lights Fund Trust - Toews Tactical Oceana Fund
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Wealth Forward, LLC
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
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GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
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Carl P. Sherr & Co., LLC
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ISNFX - Voya PARTNERS INC - Voya Solution 2030 Portfolio Class ADV
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Frisch Financial Group, Inc.
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Fiduciary Alliance LLC
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Park Square Financial Group, LLC
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One Wealth Advisors, LLC
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Waldron Private Wealth LLC
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Magnolia Capital Advisors Llc
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Cherry Tree Wealth Management, LLC
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XTX Topco Ltd
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Sovran Advisors, LLC
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Mcmorgan & Co Llc
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Foster Group, Inc.
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CX Institutional
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IHT Wealth Management, LLC
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Beacon Pointe Advisors, LLC
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Sound Income Strategies, LLC
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Hubbell Strickland Wealth Management, LLC
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Heck Capital Advisors, LLC
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Auour Investments LLC
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Lam Group, Inc.
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Brown Financial Advisory
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Kcm Investment Advisors Llc
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Matrix Trust Co
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BKM Wealth Management, LLC
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Future You Wealth Llc
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Full Sail Capital, LLC
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DDFG, Inc
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Ironwood Financial, llc
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Maripau Wealth Management Llc
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First Bank & Trust
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Clear Creek Financial Management, LLC
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Toroso Investments, LLC
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Fortis Capital Advisors, LLC
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DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
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Stonekeep Investments, LLC
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Yardley Wealth Management LLC
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MBM Wealth Consultants, LLC
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Capital Investment Advisors, LLC
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Accretive Wealth Partners, LLC
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Edge Financial Advisors LLC
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Armbruster Capital Management, Inc.
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MontVue Capital Management, Inc.
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Luken Investment Analytics, LLC
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Alerus Financial Na
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Bollard Group LLC
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Gray Private Wealth, LLC
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Goldstone Financial Group, LLC
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Elevatus Welath Management
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class
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Baker Boyer National Bank
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Harbour Investment Management Llc
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Hollencrest Capital Management
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Lakeridge Wealth Management LLC
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Golden State Equity Partners
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Fmr Llc
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BluePointe Capital Management, LLC
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Disciplina Capital Management LLC
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Capital Group Private Client Services, Inc.
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Financial Insights, Inc.
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Thrive Wealth Management, LLC
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McClarren Financial Advisors, Inc.
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NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Grey Fox Wealth Advisors, LLC
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AIFG Consultants Ltd.
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Fundamentun, Llc
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49 Wealth Management, Llc
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Evolution Wealth Advisors, LLC
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Shufro Rose & Co Llc
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Ashton Thomas Securities, Llc
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Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
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Burkett Financial Services, Llc
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Aquire Wealth Advisors, LLC
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Walkner Condon Financial Advisors LLC
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Sunesis Advisors, LLC
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DT Investment Partners, LLC
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Benchmark Wealth Management, LLC
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Able Wealth Management LLC
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BRYN MAWR TRUST Co
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Noble Wealth Management PBC
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Insight Wealth Strategies, LLC
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Rock Point Advisors, LLC
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Sterling Investment Advisors Llc /adv
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Revolve Wealth Partners, LLC
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Headinvest, Llc
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Camden National Bank
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Prospera Financial Services Inc
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J2 Capital Management Inc
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Valley National Advisers Inc
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Golden State Wealth Management, LLC
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Sivia Capital Partners, LLC
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Daymark Wealth Partners, Llc
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Brookstone Capital Management
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HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
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Canandaigua National Trust Co of Florida
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Reyes Financial Architecture, Inc.
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Leelyn Smith, LLC
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Envestnet Portfolio Solutions, Inc.
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W.H. Cornerstone Investments Inc.
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Vision Capital Management, Inc.
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Alpha Omega Wealth Management LLC
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Advisor Group Holdings, Inc.
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Anchor Investment Management, LLC
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Cushing Capital Partners, LLC
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WP Advisors, LLC
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Silvercrest Asset Management Group Llc
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Intergy Private Wealth, LLC
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InTrack Investment Management Inc
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SwitchPoint Financial Planning, LLC
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Spire Wealth Management
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Cove Private Wealth, LLC
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Jpmorgan Chase & Co
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Strategic Wealth Designers
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Vicus Capital
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Nbc Securities, Inc.
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Lowe Brockenbrough & Co Inc
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ACIFX - NEIMAN FUNDS - Advisors Capital International Fund
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|
Epacria Capital Partners, Llc
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Schneider Downs Wealth Management Advisors, LP
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Bear Mountain Capital, Inc.
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One Charles Private Wealth Services, LLC
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Alliance Wealth Advisors, LLC
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Nabity-Jensen Investment Management Inc
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Evanson Asset Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Cahill Wealth Management, LLC
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Trinity Financial Advisors LLC
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Apollon Financial, LLC
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Sharp Financial Services, LLC
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Stanley-Laman Group, Ltd.
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Van Den Berg Management I, Inc
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Frontier Asset Management, LLC
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Black Cypress Capital Management, LLC
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Hilltop National Bank
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Rareview Capital LLC
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|
Associated Banc-corp
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|
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
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|
Castle Wealth Management Llc
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Enterprise Bank & Trust Co
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Bank Of America Corp /de/
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Clark Asset Management, LLC
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Charter Oak Capital Management, LLC
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Seneschal Advisors, LLC
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Stephens Inc /ar/
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Kaydan Wealth Management, Inc.
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Collaborative Wealth Managment Inc.
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Ausdal Financial Partners, Inc.
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My Legacy Advisors, LLC
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Cascade Financial Partners, LLC
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King Luther Capital Management Corp
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|
Asset Allocation Strategies LLC
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JNBA Financial Advisors
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Sunbeam Capital Management, LLC
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Dagco, Inc.
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Riverview Trust Co
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ABLE Financial Group, LLC
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|
Roof Eidam & Maycock/adv
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|
Partners in Financial Planning
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|
Vanguard Group Inc
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|
Citigroup Inc
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|
Change Path, LLC
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Tenon Financial LLC
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Vectors Research Management, LLC
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|
VeraBank, N.A.
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Bogart Wealth, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Forza Wealth Management, LLC
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Bokf, Na
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Dentgroup LLC
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Argyle Capital Partners, LLC
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Prospera Capital Management, LLC
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Venture Visionary Partners LLC
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ORG Partners LLC
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Adirondack Trust Co
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Wallace Capital Management Inc.
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|
Tfo-tdc, Llc
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Cutler Investment Counsel Llc
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Landaas & Co /wi /adv
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Fingerlakes Wealth Management, Inc.
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MA Private Wealth
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Biltmore Family Office, LLC
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|
Appleton Partners Inc/ma
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|
Insight Advisors, LLC/ PA
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|
Canopy Partners, LLC
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|
Gerber Kawasaki Wealth & Investment Management
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|
Renasant Bank
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|
Golden Road Advisors Llc
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|
Moisand Fitzgerald Tamayo, LLC
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|
First Financial Bankshares Inc
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|
Wealthspire Advisors, LLC
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|
Optima Capital Llc
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|
Thrivent Financial For Lutherans
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|
Bessemer Group Inc
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|
HFM Investment Advisors, LLC
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|
Disciplined Investments, LLC
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Global Financial Private Client, LLC
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|
Bluestem Financial Advisors, Llc
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|
Sigma Investment Counselors Inc
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|
Private Advisor Group, LLC
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|
ESL Trust Services, LLC
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|
Windsor Capital Management, LLC
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WealthTrak Capital Management LLC
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|
Ascent Group, LLC
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|
Private Trust Co Na
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|
Keystone Global Partners, LLC
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|
Iowa State Bank
|
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|
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|
CoreFirst Bank & Trust
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|
My Purposeful Wealth Corp.
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|
Galvin, Gaustad & Stein, LLC
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|
Sterling Investment Advisors, Ltd.
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|
Collier Financial
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|
Coppell Advisory Solutions LLC
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|
Boston Private Wealth Llc
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|
|
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|
Bank of Jackson Hole Trust
|
|
|
|
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|
BCS Wealth Management
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|
Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
|
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|
Financial Advisors Network, Inc.
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|
Strategic Financial Planning, Inc.
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BOS Asset Management, LLC
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Stonebridge Financial Planning Group, LLC
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|
Pennington Partners & Co., Llc
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|
Montis Financial, LLC
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Blue Barn Wealth, LLC
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Global Assets Advisory, LLC
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Bedel Financial Consulting, Inc.
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Alaethes Wealth LLC
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Capital Advantage, Inc.
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Cohen Investment Advisors LLC
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Connecticut Wealth Management, LLC
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Sovereign Financial Group, Inc.
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Gilbert & Cook, Inc.
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Scotia Capital Inc.
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|
LPL Financial LLC
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|
Secure Asset Management, LLC
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|
JLKZX - John Hancock Funds II - Multi-Index 2055 Lifetime Portfolio Class 1
|
|
|
|
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|
First National Advisers, LLC
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|
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|
Empirical Asset Management, LLC
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|
MorganRosel Wealth Management, LLC
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|
Clark Financial Services Group Inc /bd
|
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|
Highland Capital Management, Llc
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|
Compton Wealth Advisory Group, LLC
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|
Thoroughbred Financial Services, Llc
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Ark & Tlk Investments, Llc
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Innealta Capital, Llc
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Bestgate Wealth Advisors, LLC
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Amara Financial, Llc.
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Calton & Associates, Inc.
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Spectrum Wealth Counsel, LLC
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Oppenheimer & Co Inc
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TruNorth Capital Management, LLC
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Bright Futures Wealth Management, LLC.
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Mather Group, Llc.
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Center for Financial Planning, Inc.
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Sittner & Nelson, Llc
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Lockheed Martin Investment Management Co
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|
Drive Wealth Management, Llc
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|
Indiana Trust & Investment Management CO
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|
Econ Financial Services Corp
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|
Bay Capital Advisors, LLC
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|
CNB Bank
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CFS Investment Advisory Services, LLC
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St Germain D J Co Inc
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Johnson Financial Group, Inc.
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|
Mountain Capital Investment Advisors, Inc
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Carolina Wealth Advisors, LLC
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|
Kiker Wealth Management, LLC
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|
Orion Portfolio Solutions, LLC
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|
|
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|
Barnes Dennig Private Wealth Management LLC
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|
|
|
|
|
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
Chilton Investment Co Llc
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|
|
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|
Webster Bank, N. A.
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|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
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|
Nbt Bank N A /ny
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|
CGC Financial Services, LLC
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|
Retirement Planning Group
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|
Barrow Hanley Mewhinney & Strauss Llc
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|
Stratos Wealth Advisors, LLC
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Alpha Cubed Investments, LLC
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Strategic Wealth Partners, Ltd.
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Freestone Capital Holdings, LLC
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Bridge Generations Wealth Management Llc
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Horan Securities, Inc.
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|
Patton Fund Management, Inc.
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|
Naviter Wealth, LLC
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|
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
JDH Wealth Management, LLC
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|
|
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|
Alliancebernstein L.p.
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|
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|
Continuum Wealth Advisors, Llc
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Blue Bell Private Wealth Management, Llc
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|
OMNI 360 Wealth, Inc.
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|
Keystone Financial Group, Inc.
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IRSQX - Voya Separate Portfolios Trust - Voya Target Retirement 2050 Fund Class I
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Archford Capital Strategies, LLC
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Gould Capital, LLC
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Aua Capital Management, Llc
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Rappaport Reiches Capital Management, LLC
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Intelligent Financial Strategies
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Richard W. Paul & Associates, LLC
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Roble, Belko & Company, Inc
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Mosaic Family Wealth Partners, Llc
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Endeavor Private Wealth, Inc.
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Radnor Capital Management, LLC
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RAM Investment Partners, LLC
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Coyle Financial Counsel LLC
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Hartland & Co., LLC
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Northwest Wealth Management, Llc
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Copia Wealth Management
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AdvisorNet Financial, Inc
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Stordahl Capital Management, Inc.
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Global Strategic Investment Solutions, LLC
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Allspring Global Investments Holdings, LLC
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Bank Of Hawaii
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Outlook Wealth Advisors, LLC
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Campion Asset Management LLC
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Jentner Corp
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Kirtland Hills Capital Management, Llc
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Lutz Financial Services LLC
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Wedmont Private Capital
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Sage Mountain Advisors LLC
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Arrowroot Family Office, LLC
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Harmony Asset Management Llc
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Watts Gwilliam & Co., LLC
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Patriot Financial Group Insurance Agency, LLC
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Segall Bryant & Hamill, Llc
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Strategic Investment Solutions, Inc. /IL
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Benchmark Financial Wealth Advisors, LLC
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Silicon Valley Capital Partners
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Crewe Advisors LLC
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True Wealth Design, LLC
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Pure Financial Advisors, Inc.
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Sterling Capital Management LLC
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Harbor Investment Advisory, Llc
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WCG Wealth Advisors LLC
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Arete Wealth Advisors, LLC
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Hirtle Callaghan & Co LLC
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Quaker Wealth Management, LLC
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Alley Investment Management Company, LLC
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Eukles Asset Management
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Elm Partners Management LLC
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CVA Family Office, LLC
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Arcadia Wealth Management, LLC
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Purkiss Capital Advisors LLC
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Maridea Wealth Management LLC
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BlueChip Wealth Advisors LLC
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Western Pacific Wealth Management, LP
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Ascent Wealth Partners, LLC
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Capstone Financial Advisors, Inc.
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Weitzel Financial Services, Inc.
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Saxon Interests, Inc.
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Retirement Guys Formula Llc
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Brandywine Trust Co
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Topsail Wealth Management, LLC
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Advance Capital Management, Inc.
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Td Asset Management Inc
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Pure Portfolios Holdings Llc
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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Onyx Bridge Wealth Group LLC
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Buck Wealth Strategies, LLC
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Great Waters Wealth Management
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Kathleen S. Wright Associates Inc.
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MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
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Trilogy Capital Inc.
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Bearing Point Capital, Llc
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Red Lighthouse Investment Management, Llc
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MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A
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Chandler Asset Management, Inc.
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Maia Wealth LLC
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Klingman & Associates, LLC
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Winebrenner Capital Management Llc
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Midland Wealth Advisors Llc
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Kessler Investment Group, LLC
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Arq Wealth Advisors, Llc
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Marotta Asset Management
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Madrona Financial Services, LLC
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Callan Family Office, LLC
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Pathway Financial Advisors LLC
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Mittelman Wealth Management
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Greenline Partners, LLC
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Conrad Siegel Investment Advisors, Inc.
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Inspirion Wealth Advisors, Llc
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Thompson Davis & Co., Inc.
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Arvest Bank Trust Division
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Roxbury Financial LLC
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DB Fitzpatrick & Co, Inc
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Coastal Investment Advisors, Inc.
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First PREMIER Bank
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Pavion Blue Capital, LLC
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CBIZ Investment Advisory Services, LLC
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Zrc Wealth Management, Llc
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Austin Asset Management Co Inc
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Insigneo Advisory Services, Llc
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Main Street Group, LTD
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Sepio Capital, LP
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Umb Bank N A/mo
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Everett Harris & Co /ca/
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ISQAX - Voya PARTNERS INC - Voya Solution 2035 Portfolio Class ADV
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Sky-mountain Capital Management, Inc.
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Sharkey, Howes & Javer
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Capital Management Associates, Inc
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BancFirst Trust & Investment Management
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NewSquare Capital LLC
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JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
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Founders Financial Securities Llc
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Warner Financial, Inc
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Sensible Money, LLC
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Conning Inc.
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Cubist Systematic Strategies, LLC
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Vickerman Investment Advisors, Inc.
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Sterling Investment Management, Inc.
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Nicolet Advisory Services, Llc
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HTG Investment Advisors, Inc.
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ARGI Investment Services, LLC
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Gold Investment Management Ltd.
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Evoke Wealth, Llc
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Cura Wealth Advisors, Llc
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Capital Investment Advisory Services, LLC
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Smith, Salley & Associates
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Signature Resources Capital Management, LLC
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First Merchants Corp
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Cary Street Partner Investment Advisory Llc
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SlateStone Wealth, LLC
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Ieq Capital, Llc
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Waterford Advisors, LLC
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BlueSky Wealth Advisors, LLC
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Etesian Wealth Advisors, Inc.
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McGlone Suttner Wealth Management, Inc.
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Telos Capital Management, Inc.
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Cornerstone Financial Group, LLC /NE/
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MidAtlantic Capital Management, Inc.
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Citizens Financial Group Inc/ri
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Nemes Rush Group LLC
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Aurelius Family Office LLC
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Plancorp, LLC
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West Bancorporation Inc
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Inspire Advisors, LLC
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Journey Strategic Wealth Llc
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Mackenzie Financial Corp
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Motive Wealth Advisors
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South Plains Financial, Inc.
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WMG Financial Advisors, LLC
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Mission Hills Financial Advisory, LLC
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BTC Capital Management, Inc.
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Heritage Trust Co
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North Ridge Wealth Advisors, Inc.
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Forefront Analytics, LLC
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Baird Financial Group, Inc.
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Maltin Wealth Management, Inc.
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Security Benefit Life Insurance Co /ks/
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Massmutual Trust Co Fsb/adv
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Eclectic Associates Inc /adv
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Capital International Investors
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Warren Averett Asset Management, LLC
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West Michigan Advisors, Llc
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Rialto Wealth Management, LLC
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Kozak & Associates, Inc.
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Cannon Financial Strategists, Inc.
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Alexander Randolph Advisory Inc
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GHP Investment Advisors, Inc.
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Hurlow Wealth Management Group, Inc.
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Mattern Capital Management, Llc
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Atwater Malick LLC
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Headlands Technologies LLC
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Atwood & Palmer Inc
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Courier Capital Llc
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Investors Research Corp
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Klingenstein Fields & Co Lp
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Deutsche Bank Ag\
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Landmark Wealth Management, LLC
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Ai Financial Services Llc
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Bristlecone Advisors, LLC
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Safeguard Financial, LLC
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White Wing Wealth Management
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Goepper Burkhardt LLC
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Russell Investments Group, Ltd.
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Opulen Financial Group LLC
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Jacobi Capital Management LLC
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Winthrop Advisory Group LLC
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Forbes Financial Planning, Inc.
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Opes Wealth Management LLC
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Portland Global Advisors LLC
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Jackson, Grant Investment Advisers, Inc.
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Whitcomb & Hess, Inc.
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Allen Capital Group, LLC
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IFG Advisors, LLC
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Pine Harbor Wealth Management, LLC
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Ramirez Asset Management, Inc.
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Leeward Financial Partners, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Absolute Capital Management, LLC
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Penney Financial, LLC
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Eagle Strategies LLC
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High Net Worth Advisory Group LLC
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IMA Wealth, Inc.
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Level Four Advisory Services, Llc
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Pathstone Holdings, LLC
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O'shaughnessy Asset Management, Llc
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High Note Wealth, LLC
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Breakwater Investment Management
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NDVR, Inc.
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Avenue 1 Advisors, LLC
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Fortitude Family Office, LLC
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Fsb Premier Wealth Management, Inc.
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Keystone Financial Group
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Diversified Trust Co
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Total Investment Management Inc
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Congress Wealth Management LLC / DE /
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Nordwand Advisors, LLC
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Consultiva Wealth Management, Corp.
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Sound Stewardship, LLC
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Rooted Wealth Advisors, Inc.
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Kestra Private Wealth Services, Llc
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Moss Adams Wealth Advisors LLC
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Bleakley Financial Group, LLC
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Centricity Wealth Management, LLC
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LGT Financial Advisors LLC
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Comerica Bank
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Wiser Wealth Management, Inc
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Perfromance Wealth Partners, LLC
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Perkins Coie Trust Co
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Hm Payson & Co
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Colonial Trust Co / SC
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Continuum Advisory, LLC
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Astra Wealth Partners LLC
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Montecito Bank & Trust
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Nexus Investment Management ULC
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Alps Advisors Inc
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Urban Financial Advisory Corp
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Argent Advisors, Inc.
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First American Bank
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Viewpoint Investment Partners Corp
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TFC Financial Management
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Optimist Retirement Group LLC
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Platform Technology Partners
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First Foundation Advisors
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CIBC Private Wealth Group, LLC
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Evermay Wealth Management Llc
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Condor Capital Management
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WASHINGTON TRUST Co
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Carter Financial Group, INC.
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Princeton Global Asset Management LLC
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Waters Parkerson & Co., Llc
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Moment Partners, LLC
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Patton Albertson Miller Group, Llc
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Scott Capital Advisors, LLC
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EPG Wealth Management LLC
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Oarsman Capital, Inc.
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Schaper Benz & Wise Investment Counsel Inc/wi
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Quest 10 Wealth Builders, Inc.
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AssuredPartners Investment Advisors, LLC
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New Millennium Group LLC
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Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
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Peterson Wealth Advisors, LLC
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Axis Wealth Partners, LLC
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Legacy Wealth Managment, LLC/ID
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NorthRock Partners, LLC
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Gen-Wealth Partners Inc
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ETF Store, Inc.
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Baltimore-Washington Financial Advisors, Inc.
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Essential Planning, LLC.
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PUREfi Wealth, LLC
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Procyon Private Wealth Partners, LLC
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L.m. Kohn & Company
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Bath Savings Trust Co
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North Capital, Inc.
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Westwood Holdings Group Inc
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Gilman Hill Asset Management, LLC
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Synergy Financial Management, LLC
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Bahl & Gaynor Inc
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Agf Management Ltd
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Claro Advisors LLC
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Future Financial Wealth Managment LLC
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Us Financial Advisors, Llc
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Glass Jacobson Investment Advisors llc
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Gutierrez Wealth Advisory, LLC
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Mount Yale Investment Advisors, LLC
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Pittenger & Anderson Inc
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Moloney Securities Asset Management, LLC
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Williamson Legacy Group, LLC
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Gladstone Institutional Advisory LLC
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Bill Few Associates, Inc.
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Pioneer Wealth Management Group
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Friedenthal Financial
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Warren Street Wealth Advisors, LLC
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SoundView Advisors Inc.
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Avos Capital Management, LLC
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BWM Planning, LLC
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Evensky & Katz LLC
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Sound View Wealth Advisors Group, LLC
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XY Planning Network, Inc.
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EP Wealth Advisors, Inc.
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Bulwark Capital Corp
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TCTC Holdings, LLC
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Montag A & Associates Inc
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Guardian Wealth Advisors, LLC
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Newbridge Financial Services Group, Inc.
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Applied Capital LLC
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Bricktown Capital, LLC
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JSF Financial, LLC
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Attessa Capital LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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Fiduciary Group LLC
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Golden Bell Financial Planning LLC
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Voya Investment Management Llc
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PACK Private Wealth, LLC
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Essex Financial Services, Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
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Lincoln Capital LLC
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Magnus Financial Group LLC
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Mitchell Mcleod Pugh & Williams Inc
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Manchester Capital Management LLC
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Common Fund For Nonprofit Organizations
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Brightwater Advisory LLC
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Keel Point, LLC
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Balentine LLC
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Lpwm Llc
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Aureus Asset Management, LLC
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Monograph Wealth Advisors, Llc
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Fund Evaluation Group, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Northland Capital Management LLC
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Aspen Wealth Strategies, LLC
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YANKCOM Partnership
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Jefferies Financial Group Inc.
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International Assets Investment Management, Llc
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MTM Investment Management, LLC
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Capital Advisors Wealth Management, LLC
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TPG Financial Advisors, LLC
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21 West Wealth Management LLC
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Stephens Consulting, LLC
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Mitchell Capital Management Co
|
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Balanced Rock Investment Advisor
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ISOLX - Voya Separate Portfolios Trust - Voya Target In-Retirement Fund Class I
|
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Sandy Spring Bank
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Wit, Llc
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Summit Financial Strategies, Inc.
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Round Rock Advisors, LLC
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Cardiff Park Advisors, Llc
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HBK Sorce Advisory LLC
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VTUFX - Voya Separate Portfolios Trust - Voya Target Retirement 2065 Fund Class R6
|
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LVW Advisors, LLC
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Stonehearth Capital Management, LLC
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Natixis Advisors, L.p.
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Arcadia Investment Advisors Llc
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Cornerstone Advisory, LLC
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Chesley Taft & Associates LLC
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GEM Asset Management, LLC
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Burns Matteson Capital Management, LLC
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Clear Investment Research, Llc
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Pettyjohn, Wood & White, Inc
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Nelson Capital Management, LLC
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Integrity Alliance, Llc.
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Opus Capital Group, LLC
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Milestone Asset Management, Llc
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Fulton Breakefield Broenniman Llc
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Tiaa Trust, National Association
|
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BancorpSouth Bank
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CogentBlue Wealth Advisors, LLC
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White Lighthouse Investment Management Inc.
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STAR Financial Bank
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Beacon Investment Advisory Services, Inc.
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Savant Capital, LLC
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Sheridan Capital Management, LLC
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L.K. Benson & Company, P.C.
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Towerpoint Wealth, LLC
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Cullen/frost Bankers, Inc.
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Nikulski Financial, Inc.
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Dakota Wealth Management
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Zuckerman Investment Group, LLC
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Joule Financial, LLC
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FSC Wealth Advisors, LLC
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BigSur Wealth Management LLC
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Sterling Financial Planning, Inc.
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Allen Investment Management LLC
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Fifth Third Securities, Inc.
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Symmetry Partners, LLC
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Arcadia Wealth Management, Inc.
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Werba Rubin Papier Wealth Management
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BridgePort Financial Solutions, LLC
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True Link Financial Advisors, LLC
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My Personal CFO, LLC
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Archer Investment Corp
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Strid Group, LLC
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McKinley Carter Wealth Services, Inc.
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Kestra Advisory Services, LLC
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Bay Harbor Wealth Management, LLC
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Sageworth Trust Co
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Aspen Grove Capital, LLC
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Cynosure Management, Llc
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TLT Family Holdco ULC
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Flagship Wealth Advisors, Llc
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USAdvisors Wealth Management, LLC
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Davidson Trust Co
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Trifecta Capital Advisors, LLC
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Kopp Family Office, LLC
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Maryland Capital Advisors Inc.
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DAVENPORT & Co LLC
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Quadrant Capital Group Llc
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Atlas Legacy Advisors, LLC
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Wealthfront Advisers Llc
|
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Team Financial Group, LLC
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|
Cape Cod Five Cents Savings Bank
|
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Reynders McVeigh Capital Management, LLC
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Icon Wealth Advisors, LLC
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Clarion Wealth Managment Partners, LLC
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|
Wealth Alliance
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Phillips Financial Management, Llc
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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North Star Asset Management Inc
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Kingstone Capital Partners Texas, LLC
|
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Asset Management Group, Inc.
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Financial Life Advisors
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Qrg Capital Management, Inc.
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Trust Co Of Virginia /va
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Ameriflex Group, Inc.
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Haven Private, LLC
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Wealthedge Investment Advisors, Llc
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Coordinated Financial Services, Inc.
|
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Integrity Wealth Solutions LLC
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Beacon Financial Advisory LLC
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|
|
Peapack Gladstone Financial Corp
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Simplicity Wealth,LLC
|
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Texas Yale Capital Corp.
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Financial Alternatives, Inc
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Confluence Wealth Services, Inc.
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Brand Asset Management Group, Inc.
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Balboa Wealth Partners
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Smith & Howard Wealth Management, LLC
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Mendota Financial Group, LLC
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Client 1st Advisory Group, Llc
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Guardian Financial Partners, LLC
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Fairscale Capital, LLC
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Satovsky Asset Management Llc
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Independent Wealth Network Inc.
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|
Relyea Zuckerberg Hanson LLC
|
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Holistic Financial Partners
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|
Evercore Wealth Management, LLC
|
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Northeast Financial Consultants Inc
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Quantinno Capital Management LP
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Wealth Management Strategies, Inc.
|
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Sagace Wealth Management LLC
|
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Glassman Wealth Services
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|
Rocky Mountain Advisers, Llc
|
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PDS Planning, Inc
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Assetmark, Inc
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Birchbrook, Inc.
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Creative Planning
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Legacy Financial Group LLC
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|
Financial & Tax Architects, LLC
|
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|
|
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|
Hoxton Planning & Management, LLC
|
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|
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|
Retirement Wealth Solutions LLC
|
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|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
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|
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|
Tamar Securities, LLC
|
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Aspire Capital Advisors LLC
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Copperleaf Capital, LLC
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Valmark Advisers, Inc.
|
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Noble Family Wealth, LLC
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Shore Point Advisors, LLC
|
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|
Archer Investment Management, LLC
|
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Adviser Investments LLC
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Guidance Capital, Inc
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Fragasso Group Inc.
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|
Fiduciary Trust Co
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Midwest Trust Co
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|
National Bank Of Canada /fi/
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Wealthquest Corp
|
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|
|
|
|
Hibernia Wealth Partners, LLC
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3Chopt Investment Partners, LLC
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Peak Financial Management, Inc.
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Whipplewood Advisors, LLC
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Michels Family Financial, LLC
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|
Arbor Investment Advisors, LLC
|
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|
First Pacific Financial
|
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|
|
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|
Beaumont Capital Management, LLC
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|
Pine Ridge Advisers LLC
|
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|
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|
|
Williams Jones Wealth Management, LLC.
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Gordian Advisors LLC
|
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Nottingham Advisors, Inc.
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Frazier Financial Advisors, LLC
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Kovack Advisors, Inc.
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|
Signaturefd, Llc
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GoalVest Advisory LLC
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Benjamin Edwards Inc
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Vista Capital Partners, Inc.
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Ebor Charitable Trust
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Centaurus Financial, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
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|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
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|
Joseph Group Capital Management
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Legacy Investment Solutions, LLC
|
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|
Tobias Financial Advisors, Inc.
|
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|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
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|
|
|
|
Legacy Capital Wealth Partners, LLC
|
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|
Grimes & Company, Inc.
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|
Quotient Wealth Partners, LLC
|
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|
Cambridge Associates Llc /ma/ /adv
|
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|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
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|
Gables Capital Management Inc.
|
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|
Westerkirk Capital Inc.
|
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|
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|
Nisa Investment Advisors, Llc
|
|
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|
|
|
Boston Trust Walden Corp
|
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|
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|
Gts Securities Llc
|
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|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
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|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
|
|
|
|
|
DKM Wealth Management, Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
