|
Smith, Moore & Co.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Avalon Advisory Group
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
MAGSX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Myriad Asset Management US LP
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Cadence Wealth Management LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park International ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Lwm Advisors Inc
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
MMDAX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Somnio Financial Group, LLC
|
|
|
|
|
|
MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
1492 Capital Management LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Standpoint Asset Management, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
TrueWealth Financial Partners
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
ZynergyRetirementPlanningLLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
City Of London Investment Management Co Ltd
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Marquette Associates, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
GLOW - Victory Portfolios II - VictoryShares WestEnd Global Equity ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
NOVIX - GLENMEDE FUND INC - Global Secured Options Portfolio
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Granby Capital Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
5th Street Advisors, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
MB Generational Wealth, LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Ramiah Investment Group
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Euclidean Capital LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Quarry Hill Advisors, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Beaumont Capital Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Carl Stuart Investment Advisor, Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Axis Capital Holdings Ltd
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Lincoln National Corp
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
