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Continuum Advisory, LLC
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Firestone Capital Management
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Captrust Financial Advisors
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Kendall Capital Management
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Moloney Securities Asset Management, LLC
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Eclectic Associates Inc /adv
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Van Eck Associates Corp
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NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF
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Roble, Belko & Company, Inc
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Juncture Wealth Strategies, Llc
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Coston, McIsaac & Partners
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Liberty Capital Management, Inc.
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Capital Square, LLC
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Strategic Financial Partners, Ltd.
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RMB Capital Management, LLC
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Traynor Capital Management, Inc.
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Kestra Private Wealth Services, Llc
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Sheaff Brock Investment Advisors, LLC
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State of New Jersey Common Pension Fund D
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Prairiewood Capital, LLC
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Simmons Bank
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Transatlantique Private Wealth Llc
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GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
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Renaissance Technologies Llc
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Clifford Group, LLC
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Lutz Financial Services LLC
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Bragg Financial Advisors, Inc
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Atlantic Trust, LLC
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Bokf, Na
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Wela Strategies, Inc.
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Cwm, Llc
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Grey Fox Wealth Advisors, LLC
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Atlas Capital Advisors Llc
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General Partner, Inc.
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Robinson Value Management, Ltd.
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Gpwm Llc
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Parkside Advisors LLC
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TruNorth Capital Management, LLC
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Atlanta Consulting Group Advisors, LLC
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Benjamin Edwards Inc
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Register Financial Advisors LLC
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Rodgers & Associates, LTD
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Fairfield University
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Crowley Wealth Management, Inc.
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Crews Bank & Trust
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Integrity Financial Corp /WA
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Fort Washington Investment Advisors Inc /oh/
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Caldwell Securities, Inc
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Platform Technology Partners
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Rice Partnership, LLC
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Signaturefd, Llc
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Becker Capital Management Inc
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Stelac Advisory Services LLC
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Atomi Financial Group, Inc.
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Oppenheimer & Co Inc
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WESCAP Management Group, Inc.
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Flaharty Asset Management, LLC
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Glen Eagle Advisors, LLC
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Covestor Ltd
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ORG Partners LLC
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Sepio Capital, LP
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Janney Montgomery Scott LLC
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Guidance Point Advisors, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
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Neumann Capital Management, LLC
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Steel Peak Wealth Management LLC
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Financial Futures Ltd Liability Co.
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Alliancebernstein L.p.
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Signature Securities Group Corporation
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LS Investment Advisors, LLC
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Moller Financial Services
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Synovus Financial Corp
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Indiana Trust & Investment Management CO
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State of Tennessee, Treasury Department
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LMG Wealth Partners, LLC
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Nestegg Advisors, Inc.
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Mill Creek Capital Advisors, LLC
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Romano Brothers And Company
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Libra Wealth Llc
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Wealthcare Advisory Partners LLC
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Northwest Quadrant Wealth Management, LLC
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Mitchell Mcleod Pugh & Williams Inc
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M&t Bank Corp
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Washington Trust Advisors, Inc.
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Mattern Capital Management, Llc
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GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
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JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
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Bank of Jackson Hole Trust
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Coldstream Capital Management Inc
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Badgley Phelps Wealth Managers, LLC
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Auour Investments LLC
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Neuberger Berman Group LLC
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Brinker Capital Investments, LLC
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Comprehensive Financial Management LLC
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WAVLX - Ultimus Managers Trust - Wavelength Interest Rate Neutral Fund
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Dynamic Wealth Strategies, LLC
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Vernal Point Advisors, LLC
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Johnson Financial Group, LLC
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Wealthspire Advisors, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Colony Group, LLC
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Wall Street Access Asset Management, LLC
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Allworth Financial LP
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Running Point Capital Advisors, LLC
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Centennial Bank/AR/
|
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Mount Lucas Management LP
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Financial Counselors Inc
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Quadrant Private Wealth Management, LLC
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Apella Capital, LLC
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Atlantic Edge Private Wealth Management, LLC
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Tanglewood Wealth Management, Inc.
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Capital Fund Management S.a.
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SMART Wealth LLC
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Lyell Wealth Management, Lp
|
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Princeton Global Asset Management LLC
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Texas Bank & Trust Co
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Rsm Us Wealth Management Llc
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Keystone Financial Group, Inc.
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Financial Services Advisory Inc
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Glassman Wealth Services
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Voya Financial Advisors, Inc.
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Advisory Services Network, LLC
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DBK Financial Counsel, LLC
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Pinnacle Family Advisors, LLC
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Moran Wealth Management, LLC
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FC Advisory LLC
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Vista Wealth Management Group, LLC
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SlateStone Wealth, LLC
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Industrial Alliance Investment Management Inc.
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Center for Financial Planning, Inc.
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Rockbridge Investment Management, LCC
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Gryphon Financial Partners LLC
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Invesco Ltd.
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Aspect Partners, LLC
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Independent Wealth Network Inc.
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Centricity Wealth Management, LLC
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Silver Oak Advisory Group, Inc.
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Acropolis Investment Management, LLC
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Allie Family Office LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Creative Capital Management Investments LLC
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Balentine LLC
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Marble Harbor Investment Counsel, LLC
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Atwater Malick LLC
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Howard Wealth Management, Llc
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Towerpoint Wealth, LLC
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|
Kwmg, Llc
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Miramar Fiduciary Corp
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|
Sandy Spring Bank
|
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|
Knollwood Investment Advisory, LLC
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|
Schnieders Capital Management Llc
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Headinvest, Llc
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Lbmc Investment Advisors, Llc
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Inman Jager Wealth Management, LLC
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BTC Capital Management, Inc.
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Quantinno Capital Management LP
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First Merchants Corp
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|
Curio Wealth, Llc
|
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|
Hsbc Holdings Plc
|
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|
Checchi Capital Advisers, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Fort Sheridan Advisors Llc
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Qrg Capital Management, Inc.
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|
Drystone LLC
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Chicago Partners Investment Group LLC
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|
Boltwood Capital Management
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|
Federation des caisses Desjardins du Quebec
|
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|
|
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|
Compass Financial Group, INC/SD
|
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|
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Crewe Advisors LLC
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Founders Financial Alliance, LLC
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Northwest Bancshares, Inc.
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JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
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Ronald Blue Trust, Inc.
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New Republic Capital, LLC
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JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
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|
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|
Marshall Wace, Llp
|
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|
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|
Topel & Distasi Wealth Management, LLC
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|
Liberty Wealth Management Llc
|
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|
Solstein Capital, LLC
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|
Retirement Planning Group
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|
Brighton Jones Llc
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|
Integrated Wealth Concepts LLC
|
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|
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|
Certified Advisory Corp
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|
Golden State Wealth Management, LLC
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Family Wealth Partners, Llc
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Mechanics Financial Corp
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Pinney & Scofield, Inc.
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Mission Creek Capital Partners, Inc.
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Nbc Securities, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Unison Advisors LLC
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|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
First National Bank Of Omaha
|
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|
|
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|
Perkins Coie Trust Co
|
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|
Waters Parkerson & Co., Llc
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Cannon Financial Strategists, Inc.
|
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|
Cooper/haims Advisors, Llc
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Capital City Trust Co/fl
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|
|
|
|
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
ESL Trust Services, LLC
|
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|
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|
Atticus Wealth Management, Llc
|
|
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|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Rathbone Brothers plc
|
|
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|
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|
LM Advisors LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
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|
|
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|
Salem Investment Counselors Inc
|
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|
|
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|
Marquette Asset Management, LLC
|
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|
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|
GoalVest Advisory LLC
|
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|
Sage Capital Management, LLC
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|
William Howard & Co Financial Advisors Inc
|
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Morris Financial Concepts, Inc.
|
|
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|
GWM Advisors LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
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|
|
|
|
VERITY Wealth Advisors
|
|
|
|
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|
GLOBALT Investments LLC / GA
|
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|
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|
Diversify Advisory Services, LLC
|
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|
|
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|
Occidental Asset Management, LLC
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|
First Trust Advisors Lp
|
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|
Brown Advisory Inc
|
|
|
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
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M1 Capital Management LLC
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Simon Quick Advisors, Llc
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|
Passive Capital Management, LLC.
|
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Apeiron RIA LLC
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|
Fingerlakes Wealth Management, Inc.
|
|
|
|
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|
Missouri Trust & Investment Co
|
|
|
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|
Fund Evaluation Group, LLC
|
|
|
|
|
|
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
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|
Man Group plc
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|
SYM FINANCIAL Corp
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SJS Investment Consulting Inc.
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|
Elite Financial, Inc.
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Sachetta, LLC
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|
D. E. Shaw & Co., Inc.
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|
Arrowroot Family Office, LLC
|
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|
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|
Beacon Capital Management, LLC
|
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|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
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|
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|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
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|
Waldron Private Wealth LLC
|
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|
|
|
|
Safeguard Financial, LLC
|
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|
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|
Dopkins Wealth Management, Llc
|
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|
Bluesphere Advisors, LLC
|
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|
|
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|
Caliber Wealth Management, LLC / KS
|
|
|
|
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|
Rebalance, Llc
|
|
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|
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|
Pin Oak Investment Advisors Inc
|
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|
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|
Galvin, Gaustad & Stein, LLC
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|
Litman Gregory Asset Management LLC
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Great Valley Advisor Group, Inc.
|
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|
Cypress Financial Planning Llc
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Wealth Alliance
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|
New England Private Wealth Advisors LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Susquehanna International Group, Llp
|
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|
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|
Melfa Wealth Management, Llc
|
|
|
|
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|
Seascape Capital Management
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|
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|
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|
XML Financial, LLC
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|
Brookwood Investment Group LLC
|
|
|
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|
BLB&B Advisors, LLC
|
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|
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|
Verde Capital Management
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|
Rockingstone Advisors LLC
|
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|
Efficient Advisors, LLC
|
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|
Community Trust & Investment Co
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|
SG Americas Securities, LLC
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|
PKS Advisory Services, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
First Financial Corp /in/
|
|
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|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
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|
Dakota Community Bank & Trust NA
|
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|
|
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|
L.m. Kohn & Company
|
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|
|
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|
Mcdaniel Terry & Co
|
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|
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|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
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|
|
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|
Howard Financial Services, Ltd.
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Cary Street Partners Financial Llc
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Leeward Financial Partners, LLC
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Hopwood Financial Services, Inc.
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Camelot Technology Advisors, Inc.
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Assetmark, Inc
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New Hampshire Trust
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Capital A Wealth Management, LLC
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|
Legacy Private Trust Co.
|
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|
Valley National Advisers Inc
|
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|
Farrell Financial LLC
|
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|
Integrated Advisors Network LLC
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|
Cadent Capital Advisors, LLC
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|
Lincoln Capital LLC
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|
Apollon Financial, LLC
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|
Financial Perspectives, Inc
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|
Financial Advisory Corp
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|
Raymond James Financial Inc
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|
City Holding Co
|
|
|
|
|
|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
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Stephens Consulting, LLC
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True North Advisors, LLC
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Spence Asset Management
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Bayshore Asset Management, Llc
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Heritage Family Offices, LLP
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Twelve Points Wealth Management LLC
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Sterling Financial Planning, Inc.
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Millburn Ridgefield Corp
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Vanderbilt University
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Seneschal Advisors, LLC
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Curbstone Financial Management Corp
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Sellwood Investment Partners LLC
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Aquire Wealth Advisors, LLC
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Bank Julius Baer & Co. Ltd, Zurich
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BNP Paribas Asset Management Holding S.A.
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CX Institutional
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Bank Of Montreal /can/
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GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
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Evoke Wealth, Llc
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Tompkins Financial Corp
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Walleye Trading LLC
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Lindbrook Capital, Llc
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Hollencrest Capital Management
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DT Investment Partners, LLC
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Ulland Investment Advisors, LLC
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High Note Wealth, LLC
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Pacific Capital Wealth Advisors, Inc
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Westmount Partners, LLC
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My Personal CFO, LLC
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Ridgewood Investments LLC
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MFA Wealth Services
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Skopos Labs, Inc.
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Ascent Wealth Partners, LLC
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GFS Advisors, LLC
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Financial Advocates Investment Management
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Westfuller Advisors, LLC
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Resources Investment Advisors, LLC.
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Infinity Wealth Counsel, LLC
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Axiom Financial Strategies, LLC
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Waller Financial Planning Group, Inc
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Greenwich Wealth Management LLC
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Atria Wealth Solutions, Inc.
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Charter Oak Capital Management, LLC
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Kearns & Associates LLC
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Scott & Selber, Inc.
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Aviso Wealth Management
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Clarity Capital Advisors, LLC
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Td Private Client Wealth Llc
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MBL Wealth, LLC
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Tillman Hartley LLC
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Jupiter Wealth Management LLC
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Tectonic Advisors Llc
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Farmers & Merchants Investments Inc
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Conning Inc.
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DKM Wealth Management, Inc.
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Clifford Swan Investment Counsel Llc
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Stephens Inc /ar/
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Ariston Services Group
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Advisor Group Holdings, Inc.
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Founders Capital Management
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DecisionPoint Financial, LLC
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Comprehensive Money Management Services LLC
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Tocqueville Asset Management L.p.
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Walkner Condon Financial Advisors LLC
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Alpine Bank Wealth Management
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Golden State Equity Partners
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Steward Partners Investment Advisory, Llc
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Arjuna Capital
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American Investment Services, Inc.
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Rockwood Wealth Management, LLC
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MAS Advisors LLC
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Pensionmark Financial Group, Llc
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First National Bank Sioux Falls
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Frontier Asset Management, LLC
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Schoolcraft Capital LLC
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Fifth Third Wealth Advisors LLC
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Pioneer Wealth Management Group
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FDx Advisors, Inc.
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Ieq Capital, Llc
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SC&H Financial Advisors, Inc.
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Kingstone Capital Partners Texas, LLC
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Aqr Capital Management Llc
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Truepoint, Inc.
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Legacy Bridge, LLC
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Zhang Financial LLC
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Texas Yale Capital Corp.
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Essex Financial Services, Inc.
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First PREMIER Bank
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Summit Trail Advisors, Llc
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Richmond Brothers, Inc.
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Carnegie Capital Asset Management, LLC
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First Command Advisory Services, Inc.
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Navigoe, LLC
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Ballast Advisors Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Keystone Financial Group
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Robertson Stephens Wealth Management, LLC
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Diversify Wealth Management, Llc
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Van Hulzen Asset Management, LLC
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Cubist Systematic Strategies, LLC
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IFP Advisors, Inc
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IFG Advisors, LLC
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Fortis Group Advisors, LLC
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Capital Investment Counsel, Inc
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Hurley Capital, LLC
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SwitchPoint Financial Planning, LLC
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Elequin Capital Lp
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Pnc Financial Services Group, Inc.
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Montecito Bank & Trust
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Oak Asset Management, LLC
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CENTRAL TRUST Co
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Bear Mountain Capital, Inc.
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Nomura Asset Management Co Ltd
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Moors & Cabot, Inc.
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Financial Engines Advisors L.L.C.
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WorthPointe, LLC
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Mutual Advisors, LLC
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South Plains Financial, Inc.
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Elm Partners Management LLC
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Security National Bank Of So Dak
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Cordant, Inc.
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Dakota Wealth Management
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Allen Investment Management LLC
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Oak Harbor Wealth Partners, Llc
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Benchmark Investment Advisors LLC
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Bath Savings Trust Co
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Csenge Advisory Group
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Schechter Investment Advisors, LLC
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NorthRock Partners, LLC
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Verisail Partners, LLC
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Norden Group Llc
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Forum Financial Management, LP
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SJA Financial Advisory, LLC
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Strategic Wealth Designers
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Portland Financial Advisors Inc
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Ti-trust, Inc
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Canandaigua National Trust Co of Florida
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SOL Capital Management CO
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Osborne Partners Capital Management, Llc
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StoneX Group Inc.
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Group One Trading, L.p.
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LRI Investments, LLC
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Manchester Capital Management LLC
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Van Den Berg Management I, Inc
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Cheviot Value Management, LLC
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Exchange Bank
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Tactive Advisors, LLC
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ETF Store, Inc.
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MCF Advisors LLC
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Curran Financial Partners, LLC
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Ashton Thomas Private Wealth, LLC
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CVA Family Office, LLC
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Aspiriant Risk-managed Real Asset Fund
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Insight Advisors, LLC/ PA
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Mechanics Bank Trust Department
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Blair William & Co/il
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Essex LLC
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Field & Main Bank
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Investment Advisory Group, LLC
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West Financial Advisors, LLC
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Oak Wealth Advisors LLC
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Caisse De Depot Et Placement Du Quebec
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Jackson, Grant Investment Advisers, Inc.
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Pennington Partners & Co., Llc
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First Horizon Advisors, Inc.
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Cornerstone Wealth Management, LLC
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Austin Wealth Management, LLC
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Palisades Hudson Asset Management, L.P.
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Thrive Capital Management, LLC
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Foster Dykema Cabot & Partners, Llc
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Magnus Financial Group LLC
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Private Wealth Asset Management, LLC
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Beckerman Institutional, LLC
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Money Concepts Capital Corp
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Wedbush Securities Inc
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Gold Investment Management Ltd.
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McNaughton Wealth Management, LLC
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Quotient Wealth Partners, LLC
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Phillips Financial Management, Llc
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Perbak Capital Partners LLP
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Barrett & Company, Inc.
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Heck Capital Advisors, LLC
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Richardson Financial Services Inc.
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Gibraltar Capital Management, Inc.
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Chandler Asset Management, Inc.
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S.A. Mason LLC
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Arete Wealth Advisors, LLC
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Sage Financial Group Inc
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Capital Management Associates, Inc
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AE Wealth Management LLC
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Sunpointe, LLC
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Hall Capital Management Co Inc
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Patten Group, Inc.
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Whittier Trust Co
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Stockman Wealth Management, Inc.
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Montag A & Associates Inc
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Boston Trust Walden Corp
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Landmark Wealth Management, LLC
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Main Street Group, LTD
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Capital Group Private Client Services, Inc.
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Jpmorgan Chase & Co
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Sumitomo Mitsui Trust Holdings, Inc.
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Copia Wealth Management
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Friedenthal Financial
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Midwest Trust Co
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Folger Nolan Fleming Douglas Capital Management, Inc
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Optima Capital Llc
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Greenwood Gearhart Inc
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IFG Advisory, LLC
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Sabal Trust CO
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N.E.W. Advisory Services LLC
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Ckw Financial Group
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First Western Trust Bank
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Patton Albertson Miller Group, Llc
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Everest Management Corp.
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Horan Securities, Inc.
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Greykasell Wealth Strategies, Inc.
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Park Square Financial Group, LLC
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Visionary Wealth Advisors
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Botty Investors LLC
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Jones Financial Companies Lllp
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Moser Wealth Advisors, LLC
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Parkworth Wealth Management, Inc.
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RBA Wealth Management, LLC
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Jackson Thornton Asset Management, Llc
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Allegiance Financial Group Advisory Services LLC
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BCR Wealth Strategies, LLC
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Urban Financial Advisory Corp
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Select Asset Management & Trust
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Rs Crum Inc.
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Topsail Wealth Management, LLC
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Bogart Wealth, LLC
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Mosaic Family Wealth Partners, Llc
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Capital Insight Partners, Llc
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Glenmede Trust Co Na
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Glenmede Investment Management, LP
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Opal Wealth Advisors, LLC
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Howe & Rusling Inc
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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21 West Wealth Management LLC
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Ameriprise Financial Inc
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McLean Asset Management Corp
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Forefront Analytics, LLC
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Private Capital Management Llc
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Sand Hill Global Advisors, LLC
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Kohmann Bosshard Financial Services, LLC
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Fairscale Capital, LLC
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Webster Bank, N. A.
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Unconventional Investor, LLC
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Trust Co
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Salomon & Ludwin, LLC
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Iyo Bank, Ltd.
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MGO Private Wealth, LLC
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BOK Financial Private Wealth, Inc.
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Proffitt & Goodson Inc
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Savant Capital, LLC
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Mendel Money Management
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Creekside Partners
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MAI Capital Management
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LaSalle St. Investment Advisors, LLC
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Wealthstream Advisors, Inc.
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Arkansas Financial Group, Inc.
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Russell Investments Group, Ltd.
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
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Plimoth Trust Co Llc
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Retirement Financial Solutions, Llc
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Tide Cove Capital Partners LLC
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IVC Wealth Advisors LLC
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American Trust
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Onyx Bridge Wealth Group LLC
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Cherrydale Wealth Management, Llc
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Postrock Partners Llc
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CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Principal Financial Group Inc
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TABR Capital Management, LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
|
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Evermay Wealth Management Llc
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PFG Investments, LLC
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NorthCrest Asset Manangement, LLC
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Birchcreek Wealth Management, LLC
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Modera Wealth Management, LLC
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Warwick Investment Management, Inc.
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ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
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Pineridge Advisors LLC
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Allodium Investment Consultants, LLC
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Mayflower Financial Advisors, LLC
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Squarepoint Ops LLC
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HB Wealth Management, LLC
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CRA Financial Services, LLC
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Nordwand Advisors, LLC
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KG&L Capital Management,LLC
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Hughes Financial Services, LLC
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Mirae Asset Global Investments Co., Ltd.
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|
Pacific Center for Financial Services
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MGB Wealth Management, LLC
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Grove Street Fiduciary, LLC
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Financial Network Wealth Management LLC
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|
PDS Planning, Inc
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|
PBMares Wealth Management LLC
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Legacy Investment Solutions, LLC
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|
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Integrity Wealth Solutions LLC
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Horizons Wealth Management
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Perigon Wealth Management, LLC
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Community Bank, N.A.
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GEN Financial Management, INC.
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Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A
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Coppell Advisory Solutions LLC
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SRS Capital Advisors, Inc.
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GW&K Investment Management, LLC
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Cladis Investment Advisory, LLC
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Vermillion & White Wealth Management Group, LLC
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Manhattan West Asset Management, LLC
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Presilium Private Wealth, Llc
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City State Bank
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McNamara Financial Services, Inc.
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Inspirion Wealth Advisors, Llc
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First Hawaiian Bank
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Trust Co Of Oklahoma
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Magnolia Wealth Management, LLC
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Lido Advisors, LLC
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Noble Wealth Management PBC
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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EverSource Wealth Advisors, LLC
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Northeast Financial Group, Inc.
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Citizens National Bank Trust Department
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Colonial Trust Co / SC
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Opus Capital Group, LLC
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Monograph Wealth Advisors, Llc
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Exencial Wealth Advisors, Llc
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Tower Research Capital LLC (TRC)
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North Ridge Wealth Advisors, Inc.
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Eukles Asset Management
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Red Lighthouse Investment Management, Llc
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Consolidated Portfolio Review Corp
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Strategic Investment Solutions, Inc. /IL
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Breakwater Investment Management
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Franklin Resources Inc
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Smith, Moore & Co.
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Citadel Advisors Llc
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Etesian Wealth Advisors, Inc.
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Lam Group, Inc.
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Patten & Patten Inc/tn
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One Degree Advisors Inc
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Invictus Private Wealth, Llc
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Congress Wealth Management LLC / DE /
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Kingsview Wealth Management, LLC
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Moneta Group Investment Advisors Llc
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Betterment LLC
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Red Mountain Financial, LLC
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Valeo Financial Advisors, LLC
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Global Endowment Management, LP
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MONECO Advisors, LLC
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Legacy Capital Wealth Partners, LLC
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Newman Dignan & Sheerar, Inc.
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Beaird Harris Wealth Management, LLC
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Heritage Wealth Advisors
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Alexander Randolph Advisory Inc
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AlphaCore Capital LLC
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Minot DeBlois Advisors LLC
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Legacy Wealth Managment, LLC/ID
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Perissos Private Wealth Management, LLC
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Global Retirement Partners, LLC
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Prime Capital Investment Advisors, LLC
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Fort Henry Capital, LLC
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Dougherty Wealth Advisers LLC
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Spire Wealth Management
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Bank Of America Corp /de/
|
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Ami Investment Management Inc
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Sound View Wealth Advisors Group, LLC
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Embree Financial Group
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Sovran Advisors, LLC
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Jim Saulnier & Associates, Llc
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First Financial Bankshares Inc
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GenTrust, LLC
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JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
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Perennial Investment Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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Five Pine Wealth Management
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Nuveen, LLC
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Jacobi Capital Management LLC
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PACK Private Wealth, LLC
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North Star Asset Management Inc
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St. Louis Trust Co
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Coastal Investment Advisors, Inc.
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Glenview Trust Co
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Flagstone Financial Management
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Toth Financial Advisory Corp
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Private Client Services, Llc
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Obsido Oy
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Seacrest Wealth Management, Llc
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Stablepoint Partners, LLC
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Private Advisory Group LLC
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Petix & Botte Co
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Putnam Fl Investment Management Co
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Northwestern Mutual Wealth Management Co
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Stifel Financial Corp
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Cambridge Associates Llc /ma/ /adv
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AdvisorNet Financial, Inc
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Cahill Financial Advisors Inc
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Kure Advisory, LLC
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Trustmark National Bank Trust Department
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First National Bank & Trust Co Of Newtown
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Samalin Investment Counsel, LLC
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MJT & Associates Financial Advisory Group, Inc.
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American Financial & Tax Strategies Inc
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Natixis
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Adirondack Trust Co
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Accredited Wealth Management, LLC
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Gwn Securities Inc.
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Wilson & Boucher Capital Management, LLC
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Sanibel Captiva Trust Company, Inc.
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IFC Advisors LLC
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Fairman Group, LLC
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Meridian Investment Counsel Inc.
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Bridges Investment Management Inc
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Vannoy Advisory Group, Inc.
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Aberdeen Wealth Management LLC
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Pflug Koory, LLC
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Summit Financial, LLC
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RFG Advisory, LLC
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Ellis Investment Partners, LLC
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Alerus Financial Na
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Bedel Financial Consulting, Inc.
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Twin Peaks Wealth Advisors, LLC
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ProVise Management Group, LLC
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Argent Trust Co
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Ignite Planners, LLC
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Strata Wealth Advisors, LLC
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Family CFO Inc
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German American Bancorp, Inc.
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Kathleen S. Wright Associates Inc.
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First National Bank of Hutchinson
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Abound Wealth Management
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Future You Wealth Llc
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SkyOak Wealth, LLC
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Key FInancial Inc
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Jump Financial, LLC
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One Capital Management, LLC
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Smartleaf Asset Management LLC
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MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
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Wrenne Financial Planning LLC
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Armbruster Capital Management, Inc.
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Hazlett, Burt & Watson, Inc.
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Financial Advisors Network, Inc.
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FSC Wealth Advisors, LLC
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Ferguson Wellman Capital Management, Inc
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Parallel Advisors, LLC
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Richard W. Paul & Associates, LLC
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Full Sail Capital, LLC
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RFP Financial Group LLC
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Almanack Investment Partners, LLC.
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Hm Payson & Co
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Capital Investment Advisors, LLC
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Define Financial, Llc
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Chesley Taft & Associates LLC
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North Berkeley Wealth Management, LLC
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First Manhattan Co
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Fi3 FINANCIAL ADVISORS, LLC
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ARGI Investment Services, LLC
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Evanson Asset Management, LLC
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DHJJ Financial Advisors, Ltd.
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Bramshill Investments, LLC
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NorthLanding Financial Partners, LLC
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Silverlake Wealth Management Llc
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Transce3nd, LLC
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IAG Wealth Partners, LLC
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Affinity Capital Advisors, LLC
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Beacon Capital Management, Inc.
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Kestra Investment Management, LLC
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Quest 10 Wealth Builders, Inc.
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West Oak Capital, LLC
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Narwhal Capital Management
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Level Financial Advisors, Inc.
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Gemmer Asset Management LLC
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Tsfg, Llc
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Arbor Wealth Advisors LLC
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Laurel Wealth Advisors LLC
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Joel Isaacson & Co., LLC
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West Paces Advisors Inc.
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Peapack Gladstone Financial Corp
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Diversified Trust Co
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Hilltop National Bank
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Davis R M Inc
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Oakworth Capital, Inc.
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Prime Buchholz LLC
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BTG Pactual Asset Management US LLC
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Mystic Asset Management, Inc.
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Brown Financial Advisory
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Paladin Advisory Group, LLC
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Sterling Wealth Management, Inc.
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Mml Investors Services, Llc
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Alexander Labrunerie & Co., Inc.
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International Assets Investment Management, Llc
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YANKCOM Partnership
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Plante Moran Financial Advisors, LLC
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Bailard, Inc.
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Maryland Capital Advisors Inc.
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Stone Point Wealth LLC
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Peak Financial Management, Inc.
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Biltmore Family Office, LLC
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Cetera Investment Advisers
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MainStreet Investment Advisors LLC
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Hancock Whitney Corp
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Ballentine Partners, LLC
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Wellington Management Group Llp
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CJM Wealth Advisers, Ltd.
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Brown, Lisle/cummings, Inc.
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Black Diamond Financial, LLC
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Hurlow Wealth Management Group, Inc.
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Marotta Asset Management
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ABLE Financial Group, LLC
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Ironwood Investment Counsel, LLC
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Prudent Man Advisors, LLC
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Nwam Llc
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Painted Porch Advisors LLC
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Parker Financial LLC
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Beirne Wealth Consulting Services, LLC
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Sofos Investments, Inc.
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Cambridge Advisors Inc.
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Chilton Capital Management Llc
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Drucker Wealth 3.0, LLC
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Atlas Legacy Advisors, LLC
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Sherman Asset Management, Inc.
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GAMMA Investing LLC
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Lowe Brockenbrough & Co Inc
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Macquarie Group Ltd
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Mesirow Financial Investment Management, Inc.
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Claro Advisors LLC
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Stonebridge Financial Group, LLC
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Massmutual Trust Co Fsb/adv
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Copperwynd Financial, LLC
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|
Wick Capital Partners, LLC
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Elgethun Capital Management
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Cedar Mountain Advisors, LLC
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Partners Capital Investment Group, Llp
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Vise Technologies, Inc.
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Financial Insights, Inc.
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Connecticut Wealth Management, LLC
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Lowe Wealth Advisors, LLC
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Chapin Davis, Inc.
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Empowered Funds, LLC
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Marcum Wealth, LLC
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Titleist Asset Management, Llc
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Cetera Trust Company, N.A
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Clarius Group, LLC
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Roxbury Financial LLC
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Compass Ion Advisors, LLC
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Patriot Investment Management Inc.
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Murphy & Mullick Capital Management Corp
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Intellectus Partners, LLC
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Lodestone Wealth Management LLC
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Central Pacific Bank - Trust Division
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Aspen Investment Management Inc
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Colorado Capital Management, Inc.
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Waterloo Capital, L.P.
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Canandaigua National Bank & Trust Co
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Smallwood Wealth Investment Management, LLC
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Equitable Holdings, Inc.
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|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
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Taylor, Cottrill, Erickson & Associates, Inc.
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Baird Financial Group, Inc.
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Strategic Wealth Partners, Ltd.
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Greenleaf Trust
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BlueStem Wealth Partners, LLC
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Clear Investment Research, Llc
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Coco Enterprises, LLC
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MTM Investment Management, LLC
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Catalyst Capital Advisors LLC
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Haverford Trust Co
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Thrivent Financial For Lutherans
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Seamount Financial Group Inc
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Bluestem Financial Advisors, Llc
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GPS Wealth Strategies Group, LLC
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Adviser Investments LLC
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Revisor Wealth Management LLC
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St Germain D J Co Inc
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Panoramic Investment Advisors, Llc
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Partners Wealth Management, Llc
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First Heartland Consultants, Inc.
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First Citizens Bank & Trust Co
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Allspring Global Investments Holdings, LLC
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TD Capital Management LLC
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Optimum Investment Advisors
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Financial Freedom, LLC
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Pine Ridge Advisers LLC
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Legacy Financial Group, Inc.
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MorganRosel Wealth Management, LLC
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United Bank
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|
Advantage Trust Co
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Proathlete Wealth Management Llc
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|
NewEdge Wealth, LLC
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Brookstone Capital Management
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Tenret Co LLC
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Prudential Financial Inc
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Facet Wealth, Inc.
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|
Horizon Bancorp Inc /in/
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Granite FO LLC
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Sierra Ocean, Llc
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|
Costello Asset Management, INC
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|
JFG Wealth Management, LLC
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|
Old Second National Bank Of Aurora
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|
Aletheian Wealth Advisors LLC
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|
Orin Green Financial, LLC
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|
Frank, Rimerman Advisors LLC
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Horan Capital Advisors, LLC.
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Old North State Trust, LLC
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Orion Portfolio Solutions, LLC
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Roof Eidam & Maycock/adv
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GeoWealth Management, LLC
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Rocky Mountain Advisers, Llc
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Washington Trust Bank
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Stokes Family Office, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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First American Trust, Fsb
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BankPlus Trust Department
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Tidemark, LLC
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Nations Financial Group Inc, /ia/ /adv
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MetLife Investment Management, LLC
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Gilbert & Cook, Inc.
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Sweeney & Michel, Llc
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Kovitz Investment Group Partners, LLC
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Precision Wealth Strategies, LLC
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Concord Wealth Partners
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Independence Asset Advisors, LLC
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TFB Advisors LLC
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Oppenheimer Asset Management Inc.
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Mariner, LLC
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Trust Co Of Toledo Na /oh/
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Diligent Investors, LLC
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Colony Family Offices, LLC
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OneAscent Financial Services LLC
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Stock Yards Bank & Trust Co
|
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Penobscot Wealth Management
|
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Maseco Llp
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Highland Capital Management, Llc
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Addison Advisors LLC
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Linscomb & Williams, Inc.
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TCI Wealth Advisors, Inc.
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EP Wealth Advisors, Inc.
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Sheets Smith Wealth Management
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Bare Financial Services, Inc
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Charles Schwab Trust Co
|
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Bartlett & Co. Wealth Management Llc
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BKM Wealth Management, LLC
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SFG Wealth Management, LLC.
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Sprinkle Financial Consultants LLC
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Calamos Wealth Management LLC
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Ameritas Investment Partners, Inc.
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Integrity Alliance, Llc.
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SageView Advisory Group, LLC
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LifeGuide Financial Advisors, LLC
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Buckingham Strategic Partners
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Bbr Partners, Llc
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Wsfs Capital Management, Llc
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Fee-Only Financial Planning, L.C.
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FreeGulliver LLC
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Bard Associates Inc
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White Lighthouse Investment Management Inc.
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Resources Management Corp /ct/ /adv
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Cascade Financial Partners, LLC
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Hanson & Doremus Investment Management
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Mustard Seed Financial, LLC
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Bellwether Advisors, LLC
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United Bank
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Willow Creek Wealth Management Inc.
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Safe Harbor Fiduciary, LLC
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Traveka Wealth, LLC
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Ameriflex Group, Inc.
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Tortoise Investment Management, LLC
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Talon Private Wealth, LLC
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L.K. Benson & Company, P.C.
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Asset Management Group, Inc.
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Burling Wealth Partners, Llc
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Hudock, Inc.
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Hanover Advisors Inc
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Eagle Strategies LLC
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Boston Private Wealth Llc
|
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Roger Wittlin Investment Advisory, LLC
|
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First Pacific Financial
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B & T Capital Management DBA Alpha Capital Management
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Family Legacy, Inc.
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Ambassador Advisors, LLC
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Invst, LLC
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Old National Bancorp /in/
|
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|
TCP Asset Management, LLC
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|
Comerica Bank
|
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Joseph P. Lucia & Associates, LLC
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Gradient Capital Advisors, LLC
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|
Quadrant Capital Group Llc
|
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|
Kerntke Otto McGlone Wealth Management Group
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Wiser Advisor Group LLC
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Sunbelt Securities, Inc.
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Truist Financial Corp
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Archvest Wealth Advisors, Inc.
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|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
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|
Merit Financial Group, LLC
|
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|
Bfsg, Llc
|
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|
HORAN Wealth, LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Crestwood Advisors Group LLC
|
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|
First Commonwealth Financial Corp /pa/
|
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|
Albion Financial Group /ut
|
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|
Financial Management Network Inc
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Human Investing LLC
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Financial Advisory Service, Inc.
|
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|
Empower Advisory Group, LLC
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|
Chapman Financial Group, Llc
|
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|
Valued Wealth Advisors LLC
|
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|
|
Pingora Partners LLC
|
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|
|
Whelan Financial
|
|
|
|
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|
Choate Investment Advisors
|
|
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|
Vista Capital Partners, Inc.
|
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|
Resolute Advisors LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Keel Point, LLC
|
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|
Abacus Planning Group, Inc.
|
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|
Cohalo Advisory LLC
|
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|
O'shaughnessy Asset Management, Llc
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|
Balanced Wealth Group Llc
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Keystone Financial Planning, Inc.
|
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|
Index Fund Advisors, Inc.
|
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Trust Co Of Virginia /va
|
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|
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|
Vestor Capital, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
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|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
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|
|
|
|
Atwood & Palmer Inc
|
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|
|
|
|
Parvin Asset Management, LLC
|
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|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
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|
|
|
|
Covenant Asset Management, LLC
|
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|
|
|
|
Cresset Asset Management, LLC
|
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|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
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|
|
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|
Trust Point Inc.
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|
Reyes Financial Architecture, Inc.
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|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Rainwater Charitable Foundation
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Fidato Wealth LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
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|
|
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|
Annex Advisory Services, LLC
|
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|
NFP Retirement, Inc.
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|
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|
Peirce Capital Management, LLC
|
|
|
|
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|
Geneos Wealth Management Inc.
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|
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|
SWAN Capital LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
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|
|
|
|
Blueprint Financial Advisors LLC
|
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|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Disciplined Investments, LLC
|
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|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Praetorian Wealth Management, Inc.
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
Logan Stone Capital, LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Ellevest, Inc.
|
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|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
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|
|
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|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Sharper & Granite LLC
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|
|
|
|
|
Tower View Investment Management & Research LLC
|
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|
|
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|
Centaurus Financial, Inc.
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|
JDM Financial Group LLC
|
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|
Westside Investment Management, Inc.
|
|
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|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
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|
Carrera Capital Advisors
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|
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|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
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Avantax Advisory Services, Inc.
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Heritage Trust Co
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Mpwm Advisory Solutions, Llc
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Willis Johnson & Associates, Inc.
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Advocate Group Llc
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Clark Asset Management, LLC
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Root Financial Partners, LLC
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Daiwa Securities Group Inc.
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ZEGA Investments, LLC
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Kings Path Partners LLC
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Navalign, LLC
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Tiaa Trust, National Association
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Df Dent & Co Inc
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VestGen Advisors, LLC
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Generali Asset Management SPA SGR
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Americana Partners, LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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United Capital Financial Advisers, Llc
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Private Advisor Group, LLC
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Winthrop Capital Management, LLC
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Myecfo, Llc
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Sage Mountain Advisors LLC
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Bangor Savings Bank
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Park Avenue Securities Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Ameritas Advisory Services, LLC
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Coastline Trust Co
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UMA Financial Services, Inc.
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Citigroup Inc
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Wesbanco Bank Inc
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American Financial Advisors, LLC
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Armor Investment Advisors, LLC
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Lee Danner & Bass Inc
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Uptown Financial Advisors LLC
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D.a. Davidson & Co.
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Gladstone Institutional Advisory LLC
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American National Bank
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Paradigm Financial Partners, Llc
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Vestia Personal Wealth Advisors
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Pure Portfolios Holdings Llc
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Destination Wealth Management
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Rockland Trust Co
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Campion Asset Management LLC
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Fonville Wealth Management LLC
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First International Bank & Trust
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Christopher J. Hasenberg, Inc
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Hilltop Holdings Inc.
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Motco
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TD Waterhouse Canada Inc.
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Sincerus Advisory, LLC
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SigFig Wealth Management, LLC
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Newbridge Financial Services Group, Inc.
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Longview Financial Advisors LLC
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Barclays Plc
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Fairway Wealth LLC
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Bradley Foster & Sargent Inc/ct
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Cutler Investment Counsel Llc
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Commonwealth Equity Services, Llc
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Asset Dedication, LLC
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Umb Bank N A/mo
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Fmr Llc
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Matrix Trust Co
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Hartland & Co., LLC
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Sittner & Nelson, Llc
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SCS Capital Management LLC
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Heritage Wealth Management, Inc./Texas
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Cullen/frost Bankers, Inc.
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Kanawha Capital Management Llc
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LOM Asset Management Ltd
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Flagship Harbor Advisors, Llc
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Fairview Capital Investment Management, Llc
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Northwest Wealth Management, Llc
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Kirtland Hills Capital Management, Llc
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Gibson Capital, LLC
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Motley Fool Wealth Management, LLC
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Capstone Wealth Management Group LLC
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Hengehold Capital Management Llc
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Chatham Capital Group, Inc.
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Rakuten Investment Management, Inc.
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Cornerstone Planning Group LLC
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Northern Trust Corp
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FSM Wealth Advisors, LLC
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Jfs Wealth Advisors, Llc
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Dunhill Financial, LLC
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WASHINGTON TRUST Co
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Gen-Wealth Partners Inc
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Founders Financial Securities Llc
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LBJ Family Wealth Advisors, Ltd.
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Twin Focus Capital Partners, Llc
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Lodestar Private Asset Management Llc
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Verus Capital Partners, Llc
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Catalytic Wealth RIA, LLC
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Northern Capital Management, Inc.
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National Asset Management, Inc.
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Watts Gwilliam & Co., LLC
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JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
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First Bancorp, Inc /ME/
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Houlihan Financial Resource Group, Ltd.
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Archer Investment Corp
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Jordan Park Trust Co LLC
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Dai-ichi Life Holdings, Inc.
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Sei Investments Co
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Total Clarity Wealth Management, Inc.
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NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF
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Garner Asset Management Corp
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Brooklyn FI, LLC
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JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
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MKT Advisors LLC
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Harbour Investments, Inc.
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Eagle Bluffs Wealth Management LLC
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Regatta Capital Group, Llc
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Matrix Private Capital Group Llc
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Blossom Wealth Management
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Level Four Advisory Services, Llc
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Conservest Capital Advisors, Inc.
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Barnes Dennig Private Wealth Management LLC
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Tranquilli Financial Advisor LLC
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Wealthcare Capital Partners, LLC
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Valley Financial Group, Inc.
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Private Trust Co Na
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Note Advisors, LLC
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Tfo-tdc, Llc
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Nbt Bank N A /ny
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Kingswood Wealth Advisors, Llc
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Sigma Planning Corp
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River Street Advisors LLC
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Jackson Hole Capital Partners, LLC
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Latitude Advisors, LLC
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Prudent Man Investment Management, Inc.
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Martel Wealth Advisors Inc
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Cabana Llc
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Future Financial Wealth Managment LLC
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Clayton Financial Group LLC
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Hoey Investments, Inc
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Brio Consultants, LLC
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Torno Capital, Llc
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Endowment Wealth Management, Inc.
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Oxford Financial Group Ltd
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Edge Wealth Management LLC
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JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
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Adaptive Financial Consulting, LLC
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Principal Securities, Inc.
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J.w. Cole Advisors, Inc.
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Green Harvest Asset Management LLC
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Harbor Asset Planning, Inc.
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Morgan Stanley
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Ark & Tlk Investments, Llc
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CMH Wealth Management LLC
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Hirtle Callaghan & Co LLC
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RDA Financial Network
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Harbour Capital Advisors, LLC
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Mycio Wealth Partners, Llc
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Advyzon Investment Management, LLC
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Lokken Investment Group LLC
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Graney & King, LLC
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DiMeo Schneider & Associates, L.L.C.
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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Bryant Woods Investment Advisors, LLC
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Sax Wealth Advisors, Llc
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Capital Advisors, Ltd. LLC
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Millstone Evans Group, LLC
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Bank OZK
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FIDELIS iM, LLC
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Brown Wealth Management, Llc
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Prosperity Planning, Inc.
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Godsey & Gibb Associates
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Miracle Mile Advisors, LLC
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Farmers National Bank
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Emerald Investment Partners, Llc
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Soltis Investment Advisors LLC
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HIDE - EA Series Trust - Alpha Architect High Inflation and Deflation ETF
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Evolution Wealth Advisors, LLC
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Foundations Investment Advisors, LLC
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HighTower Advisors, LLC
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Austin Asset Management Co Inc
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Monterey Private Wealth, Inc.
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Kilter Group LLC
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Courier Capital Llc
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Telos Capital Management, Inc.
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Plancorp, LLC
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Fortitude Family Office, LLC
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Gould Asset Management Llc /ca/
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Landmark Investment Partners, L.p.
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Stratos Wealth Advisors, LLC
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Ubs Asset Management Americas Inc
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LPL Financial LLC
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Dogwood Wealth Management LLC
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Traub Capital Management LLC
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Aspiriant, Llc
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Coordinated Financial Services, Inc.
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Leavell Investment Management, Inc.
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Marco Investment Management Llc
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Capital Investment Advisory Services, LLC
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Red Wave Investments LLC
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Kayne Anderson Rudnick Investment Management Llc
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Johnson Financial Group, Inc.
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Baron Financial Group, LLC
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GHMS - Collaborative Investment Series Trust - Goose Hollow Multi-Strategy Income ETF
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Moisand Fitzgerald Tamayo, LLC
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Prospect Financial Group LLC
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Joseph Group Capital Management
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Anchor Investment Management, LLC
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Woodside Wealth Management LLC
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Slow Capital, Inc.
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Von Berge Wealth Management Group, LLC
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Seven Post Investment Office LP
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First National Corp /ma/ /adv
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Calton & Associates, Inc.
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Fortis Capital Management LLC
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First Financial Bank - Trust Division
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Islay Capital Management, Llc
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Mitsubishi UFJ Asset Management (UK) Ltd.
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DAVENPORT & Co LLC
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Klingman & Associates, LLC
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Koshinski Asset Management, Inc.
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One Day In July LLC
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Discipline Wealth Solutions, LLC
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Pacifica Partners Inc.
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Intergy Private Wealth, LLC
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VisionPoint Advisory Group, LLC
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Farmers Trust Co
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McIlrath & Eck, LLC
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Harbor Investment Advisory, Llc
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Independence Bank of Kentucky
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Novem Group
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Sovereign Financial Group, Inc.
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American Money Management, LLC
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Clal Insurance Enterprises Holdings Ltd
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Kraft Asset Management, Llc
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Argyle Capital Partners, LLC
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First Interstate Bank
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Websterrogers Financial Advisors, Llc
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Loudon Investment Management, LLC
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WealthCollab, LLC
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BOS Asset Management, LLC
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Insigneo Advisory Services, Llc
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AMG National Trust Bank
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Natixis Advisors, L.p.
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Exchange Traded Concepts, Llc
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Wealthcare Capital Management Llc
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Pure Financial Advisors, Inc.
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NewSquare Capital LLC
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Trinity Legacy Partners, LLC
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Krilogy Financial LLC
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Fisher Asset Management, LLC
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Garland Capital Management Inc
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Michael A. Dubis Financial Planning, LLC
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Evolution Advisers, Inc.
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Cypress Capital Group
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Somnio Financial Group, LLC
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Activest Wealth Management
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|
Central Bank & Trust Co
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|
Washington Growth Strategies Llc
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|
CGC Financial Services, LLC
|
|
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|
Regions Financial Corp
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|
Financial Life Planners
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|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
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Sage Investment Counsel LLC
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Focus Financial Network, Inc.
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Ledyard National Bank
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Compass Financial Services Inc
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|
Berkeley Capital Partners, LLC
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|
Arkadios Wealth Advisors
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Northeast Investment Management
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McClarren Financial Advisors, Inc.
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CNB Bank
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Davis Capital Management
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Cape Investment Advisory, Inc.
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Smith Shellnut Wilson Llc /adv
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Partners in Financial Planning
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Shepherd Financial Partners LLC
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Bleakley Financial Group, LLC
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McElhenny Sheffield Capital Management, LLC
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Venture Visionary Partners LLC
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Quad-Cities Investment Group, LLC
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Valmark Advisers, Inc.
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Oceanside Advisors LLC
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Tyler-Stone Wealth Management
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Integris Wealth Management, LLC
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King Luther Capital Management Corp
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Regal Investment Advisors LLC
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Envestnet Asset Management Inc
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Duncan Williams Asset Management, LLC
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Callan Family Office, LLC
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Park National Corp /oh/
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Wealth Preservation Advisors, LLC
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Ancora Advisors, LLC
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JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
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Cohen & Steers, Inc.
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Wells Fargo & Company/mn
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North Star Investment Management Corp.
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SWS Partners
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CoreCap Advisors, LLC
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Beacon Pointe Advisors, LLC
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Sierra Capital LLC
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Northern Oak Wealth Management Inc
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Wealth Dimensions Group, Ltd.
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MontVue Capital Management, Inc.
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Eastern Bank
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Glass Jacobson Investment Advisors llc
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|
Manufacturers Life Insurance Company, The
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|
Smith & Howard Wealth Management, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Institute for Wealth Management, LLC.
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Ritholtz Wealth Management
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Larson Financial Group LLC
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JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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McGlone Suttner Wealth Management, Inc.
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Transamerica Financial Advisors, Inc.
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H&H Retirement Design & Management INC
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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Armstrong Advisory Group, Inc
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Cambridge Capital Management, Llc
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Duncker Streett & Co Inc
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Simplex Trading, Llc
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Axxcess Wealth Management, Llc
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Hantz Financial Services, Inc.
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Flagship Wealth Advisors, Llc
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Riverbridge Partners Llc
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Pinnacle Associates Ltd
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Mosaic Financial Group, Llc
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Smithfield Trust Co
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Western Wealth Management, LLC
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Newport Capital Group, LLC
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ROI Financial Advisors, LLC
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Elevate Wealth Advisory, Inc
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State Street Corp
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Cherry Tree Wealth Management, LLC
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Gray Private Wealth, LLC
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GHP Investment Advisors, Inc.
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Gallagher Fiduciary Advisors, LLC
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CWA Asset Management Group, LLC
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Falcon Wealth Planning
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JMG Financial Group, Ltd.
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Aua Capital Management, Llc
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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Founders Grove Wealth Partners, Llc
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Investor's Fiduciary Advisor Network, LLC
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Harbor Advisory Corp /ma/
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Columbia River Financial Group, LLC
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Carson Advisory Inc.
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Atria Investments Llc
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Cranbrook Wealth Management, LLC
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Deutsche Bank Ag\
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Alhambra Investment Partners LLC
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Wedmont Private Capital
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Ifrah Financial Services, Inc.
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Keystone Wealth Services, LLC
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TrueWealth Financial Partners
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Riverpoint Wealth Management Holdings, LLC
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Sky-mountain Capital Management, Inc.
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RTD Financial Advisors, Inc.
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Halbert Hargrove Global Advisors, Llc
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Vivaldi Capital Management, LLC
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Zrc Wealth Management, Llc
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Stratos Wealth Partners, LTD.
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Nicolet Advisory Services, Llc
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Werba Rubin Papier Wealth Management
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Goldman Sachs Group Inc
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Keybank National Association/oh
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Signal Advisors Wealth, LLC
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E&G Advisors, LP
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Texas Capital Bank Wealth Management Services Inc
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Sentinel Wealth Management, Inc.
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Cerity Partners LLC
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Avidian Wealth Solutions, LLC
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AllSquare Wealth Management LLC
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Jane Street Group, Llc
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Rialto Wealth Management, LLC
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|
HHM Wealth Advisors, LLC
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Impact Partnership Wealth, LLC
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Cardinal Point Capital Management, ULC
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|
Hemington Wealth Management
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|
Cascade Investment Group, Inc.
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Capital Advisory Group Advisory Services, LLC
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Parsons Capital Management Inc/ri
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Transcendent Capital Group LLC
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Dynamic Advisor Solutions LLC
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Professional Advisory Services Inc
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EPG Wealth Management LLC
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Anchor Capital Advisors Llc
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|
Evergreen Capital Management Llc
|
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|
Promus Capital, LLC
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Shepherd Kaplan Krochuk, Llc
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Mason Investment Advisory Services, Inc.
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|
ICONIQ Capital, LLC
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Snowden Capital Advisors LLC
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|
Weaver Consulting Group
|
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|
Kagan Cocozza Asset Management
|
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Fwl Investment Management, Llc
|
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Nemes Rush Group LLC
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|
F/M Investments LLC
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|
Schroder Investment Management Group
|
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|
Knights of Columbus Asset Advisors LLC
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
Silver Coast Investments LLC
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|
LFA - Lugano Financial Advisors SA
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Ashton Thomas Securities, Llc
|
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CAPROCK Group, Inc.
|
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|
Latigo Investments, LLC
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|
Hardy Reed LLC
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|
Aptus Capital Advisors, LLC
|
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|
|
Symmetry Partners, LLC
|
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|
|
Guidance Capital, Inc
|
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|
Encompass Wealth Advisors, Llc
|
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|
Kcm Investment Advisors Llc
|
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|
|
TOWER TRUST & INVESTMENT Co
|
|
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|
|
REDW Wealth LLC
|
|
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|
Viawealth, Llc
|
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|
Angeles Wealth Management, Llc
|
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|
IMA Wealth, Inc.
|
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|
Axis Wealth Partners, LLC
|
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|
Investors Research Corp
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|
JNBA Financial Advisors
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|
Main Street Financial Solutions, LLC
|
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|
AlTi Global, Inc.
|
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|
Gries Financial Llc
|
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|
Lpwm Llc
|
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|
Vermillion Wealth Management, Inc.
|
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|
|
Standard Family Office LLC
|
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|
Rossby Financial, LCC
|
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|
Godshalk Welsh Capital Management, Inc.
|
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|
Kovack Advisors, Inc.
|
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|
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|
Dodds Wealth, LLC
|
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|
Gts Securities Llc
|
|
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|
|
Jaffetilchin Investment Partners, LLC
|
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|
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|
|
Rossmore Private Capital
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
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|
|
|
|
Rehmann Capital Advisory Group
|
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|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Croban
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
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|
|
Citizens Financial Group Inc/ri
|
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|
Patton Fund Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
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|
Fifth Third Bancorp
|
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|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
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|
|
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|
Capital Analysts, Inc.
|
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|
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|
Advisors Capital Management, LLC
|
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|
Boston Family Office Llc
|
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|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
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|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
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|
Cliffwater LLC
|
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|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Warren Averett Asset Management, LLC
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|
