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Tiaa Trust, National Association
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Cyndeo Wealth Partners, LLC
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Cetera Investment Advisers
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Financial Synergies Wealth Advisors, Inc.
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Westwood Holdings Group Inc
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Proathlete Wealth Management Llc
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Csenge Advisory Group
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Financial Life Planners
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Hazlett, Burt & Watson, Inc.
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Indiana Trust & Investment Management CO
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Creative Planning
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Clare Market Investments LLC
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Macroview Investment Management Llc
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Allegiance Financial Group Advisory Services LLC
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Glen Eagle Advisors, LLC
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Fulton Bank, N.a.
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Golden Road Advisors Llc
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Ashton Thomas Private Wealth, LLC
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Garde Capital, Inc.
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Arrowroot Family Office, LLC
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Tobias Financial Advisors, Inc.
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Mariner, LLC
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Hapanowicz & Associates Financial Services, Inc
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Western Wealth Management, LLC
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Silvia Mccoll Wealth Management, Llc
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Coordinated Financial Services, Inc.
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BlackRock, Inc.
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Financial Advocates Investment Management
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Stonehage Fleming Financial Services Holdings Ltd
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Lpwm Llc
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M1 Capital Management LLC
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IFG Advisory, LLC
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Citigroup Inc
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Thrivent Financial For Lutherans
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Accredited Wealth Management, LLC
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Balboa Wealth Partners
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Quantinno Capital Management LP
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Cary Street Partners Financial Llc
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Bnp Paribas Arbitrage, Sa
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Gen-Wealth Partners Inc
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Diversified Portfolios, Inc.
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Envestnet Portfolio Solutions, Inc.
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Highline Wealth Partners Llc
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Colony Group, LLC
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DHK Financial Advisors, Inc.
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Vestia Personal Wealth Advisors
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Commerce Bank
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Centaurus Financial, Inc.
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United Capital Financial Advisers, Llc
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Rfg Holdings, Inc.
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Harbor Investment Advisory, Llc
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Asset Management One Co., Ltd.
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TCG Advisory Services, LLC
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Institute for Wealth Management, LLC.
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Key FInancial Inc
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Moneta Group Investment Advisors Llc
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Future Financial Wealth Managment LLC
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Macquarie Group Ltd
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Bokf, Na
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IFP Advisors, Inc
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SRS Capital Advisors, Inc.
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EP Wealth Advisors, Inc.
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Steward Partners Investment Advisory, Llc
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Accurate Wealth Management, LLC
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AdvisorNet Financial, Inc
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Condor Capital Management
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Clarendon Private LLC
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Grand Wealth Management, Llc
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BluePointe Capital Management, LLC
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Princeton Global Asset Management LLC
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Dana Investment Advisors, Inc.
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HighTower Advisors, LLC
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Vanguard Group Inc
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Centennial Bank/AR/
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Strategic Blueprint, LLC
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MetLife Investment Management, LLC
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Valpey Financial Services, LLC
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Verus Capital Partners, Llc
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HHM Wealth Advisors, LLC
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Advisory Services Network, LLC
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Cape Investment Advisory, Inc.
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Northern Trust Corp
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Sunbelt Securities, Inc.
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Thompson Davis & Co., Inc.
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Atria Wealth Solutions, Inc.
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Family Wealth Group, LLC
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Fidelis Capital Partners, LLC
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
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Principal Street Partners, LLC
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Brinker Capital Investments, LLC
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Plancorp, LLC
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Russell Investments Group, Ltd.
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EverSource Wealth Advisors, LLC
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Nottingham Advisors, Inc.
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J.w. Cole Advisors, Inc.
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WFA of San Diego, LLC
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O'shaughnessy Asset Management, Llc
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Private Trust Co Na
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Verdence Capital Advisors LLC
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Strategic Financial Concepts, LLC
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Natixis Advisors, L.p.
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LifeGuide Financial Advisors, LLC
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Td Private Client Wealth Llc
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Symphony Financial, Ltd. Co.
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M3 Advisory Group, LLC
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Fifth Third Securities, Inc.
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DecisionMap Wealth Management, LLC
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Alerus Financial Na
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Elevatus Welath Management
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Brown Advisory Inc
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Baker Boyer National Bank
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Adventist Health System/ West
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Franklin Resources Inc
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Hollow Brook Wealth Management LLC
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Vance Wealth, Inc.
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Curtis Advisory Group, LLC
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Skopos Labs, Inc.
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Bridges Investment Management Inc
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Modera Wealth Management, LLC
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Woodard & Co Asset Management Group Inc /adv
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Willow Creek Wealth Management Inc.
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Sigma Planning Corp
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Advisor Group Holdings, Inc.
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Equitable Holdings, Inc.
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Focused Wealth Management, Inc
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Neuberger Berman Group LLC
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Stuart Chaussee & Associates, Inc.
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Arete Wealth Advisors, LLC
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Cwm, Llc
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TD Waterhouse Canada Inc.
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LPL Financial LLC
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Aptus Capital Advisors, LLC
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AE Wealth Management LLC
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Westshore Wealth, LLC
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Truist Financial Corp
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Allspring Global Investments Holdings, LLC
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Canvas Wealth Advisors, LLC
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Financial Guidance Group, Inc.
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Private Wealth Management Group, LLC
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Stifel Financial Corp
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Bogart Wealth, LLC
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WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
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Yarger Wealth Strategies, Llc
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Wealth Preservation Advisors, LLC
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Janney Montgomery Scott LLC
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RFG Advisory, LLC
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Apella Capital, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
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Stephenson National Bank & Trust
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Arbor Investment Advisors, LLC
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Stratos Wealth Partners, LTD.
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Kanawha Capital Management Llc
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
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David R. Rahn & Associates Inc.
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Diversified Enterprises, LLC
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Anchor Investment Management, LLC
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Ausdal Financial Partners, Inc.
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Piscataqua Savings Bank
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Minot DeBlois Advisors LLC
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Aurelius Family Office LLC
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Brightwater Advisory LLC
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Waldron Private Wealth LLC
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Mesirow Financial Investment Management, Inc.
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Aqr Capital Management Llc
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Versant Capital Management, Inc
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DAVENPORT & Co LLC
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SageView Advisory Group, LLC
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Goldman Sachs Group Inc
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Cambridge Investment Research Advisors, Inc.
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Virtue Capital Management, LLC
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Rialto Wealth Management, LLC
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Ntv Asset Management Llc
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Collaborative Wealth Managment Inc.
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Mission Wealth Management, Lp
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GPS Wealth Strategies Group, LLC
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Lowe Brockenbrough & Co Inc
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Fiduciary Trust Co
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Trilogy Capital Inc.
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NorthRock Partners, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Gemmer Asset Management LLC
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Addison Advisors LLC
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Golden State Wealth Management, LLC
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Oppenheimer & Co Inc
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Johnson Investment Counsel Inc
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Rodgers & Associates, LTD
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BRYN MAWR TRUST Co
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Optas, LLC
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Baird Financial Group, Inc.
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Maseco Llp
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Twin Peaks Wealth Advisors, LLC
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North Star Investment Management Corp.
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Integrity Financial Corp /WA
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Legacy Wealth Asset Management, LLC
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Moisand Fitzgerald Tamayo, LLC
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Kera Capital Partners, Inc.
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Bernardo Wealth Planning LLC
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Centricity Wealth Management, LLC
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Affiance Financial, LLC
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Aspiriant, Llc
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Bank Of America Corp /de/
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Bingham Private Wealth, Llc
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Ameriprise Financial Inc
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Mercer Global Advisors Inc /adv
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
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Schechter Investment Advisors, LLC
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Vicus Capital
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Parkside Financial Bank & Trust
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CoreCap Advisors, LLC
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Naples Global Advisors, Llc
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Roffman Miller Associates Inc /pa/
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
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Investment Partners, Ltd.
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Newton One Investments LLC
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Greykasell Wealth Strategies, Inc.
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Axis Wealth Partners, LLC
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Goelzer Investment Management, Inc.
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Principal Financial Group Inc
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One Capital Management, LLC
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Centric Wealth Management
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Brown Brothers Harriman & Co
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Aaron Wealth Advisors LLC
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McKinley Carter Wealth Services, Inc.
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Bank of New York Mellon Corp
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Bell Investment Advisors, Inc
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Renaissance Technologies Llc
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Coastal Bridge Advisors, LLC
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Creative Financial Designs Inc /adv
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Gries Financial Llc
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Money Concepts Capital Corp
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Captrust Financial Advisors
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|
Huntington National Bank
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Capital A Wealth Management, LLC
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Wealthspire Advisors, LLC
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National Asset Management, Inc.
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Jpmorgan Chase & Co
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Windward Private Wealth Management Inc.
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Pinnacle Financial Partners Inc
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Connecticut Wealth Management, LLC
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Silvercrest Asset Management Group Llc
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Glenmede Trust Co Na
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SILVER OAK SECURITIES, Inc
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Savant Capital, LLC
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Essex Savings Bank
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Paladin Advisory Group, LLC
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Newport Capital Group, LLC
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Main Street Financial Solutions, LLC
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Congress Wealth Management LLC / DE /
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JustInvest LLC
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Wealthstream Advisors, Inc.
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Ancora Advisors, LLC
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Farther Finance Advisors, LLC
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Wellington Management Group Llp
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Pnc Financial Services Group, Inc.
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Allworth Financial LP
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Hsbc Holdings Plc
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Eastern Bank
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Wiley Bros.-aintree Capital, Llc
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Raymond James Financial Inc
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Essex Financial Services, Inc.
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Ignite Planners, LLC
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Sage Mountain Advisors LLC
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Hobbs Group Advisors, LLC
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Summit Wealth Group Llc / Co
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Ronald Blue Trust, Inc.
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CBIZ Investment Advisory Services, LLC
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Scratch Capital Llc
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Millstone Evans Group, LLC
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Aureus Asset Management, LLC
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Capital Investment Advisory Services, LLC
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MAI Capital Management
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Parallel Advisors, LLC
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Inman Jager Wealth Management, LLC
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Compton Financial Group, LLC
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Quent Capital, LLC
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Cambridge Associates Llc /ma/ /adv
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Kovitz Investment Group Partners, LLC
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Park Avenue Securities Llc
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Clarion Wealth Managment Partners, LLC
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Tennessee Valley Asset Management Partners
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Bank Julius Baer & Co. Ltd, Zurich
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Sterling Financial Planning, Inc.
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Newbridge Financial Services Group, Inc.
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Savvy Advisors, Inc.
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Zhang Financial LLC
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Ameriflex Group, Inc.
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Harbour Investments, Inc.
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Rossby Financial, LCC
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Rockefeller Capital Management L.P.
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VisionPoint Advisory Group, LLC
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New York Life Investment Management Llc
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Cerity Partners LLC
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Kestra Private Wealth Services, Llc
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Leuthold Group, Llc
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Geneos Wealth Management Inc.
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Great Valley Advisor Group, Inc.
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Principal Securities, Inc.
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AlphaCore Capital LLC
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Clark Capital Management Group, Inc.
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Alpine Bank Wealth Management
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CIBC Private Wealth Group, LLC
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Asset Dedication, LLC
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SCS Capital Management LLC
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Monticello Wealth Management, Llc
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Allen Mooney & Barnes Investment Advisors LLC
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Sapient Capital Llc
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Eqis Capital Management, Inc.
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Ridgewood Investments LLC
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Kestra Advisory Services, LLC
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RMR Wealth Builders
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Mutual Advisors, LLC
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Fisher Asset Management, LLC
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Coordinated Financial Services, Inc./CO
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Lee-Kelleher Wealth Management
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BOK Financial Private Wealth, Inc.
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Schneider Downs Wealth Management Advisors, LP
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Fmr Llc
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Sittner & Nelson, Llc
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Atlanta Consulting Group Advisors, LLC
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Lido Advisors, LLC
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Kingswood Wealth Advisors, Llc
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Glenmede Investment Management, LP
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CI Private Wealth, LLC
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Tranquility Partners, LLC
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Wells Fargo & Company/mn
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Braun Stacey Associates Inc
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HB Wealth Management, LLC
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Maryland Capital Advisors Inc.
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Crews Bank & Trust
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Moser Wealth Advisors, LLC
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
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Navigation Wealth Management, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Cresset Asset Management, LLC
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Jordan Park Group LLC
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Blair William & Co/il
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Change Path, LLC
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Resolute Wealth Strategies, LLC
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Brand Asset Management Group, Inc.
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Goldstein Advisors, LLC
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GWM Advisors LLC
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Horizon Investment Services, LLC
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Mill Creek Capital Advisors, LLC
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Chicago Partners Investment Group LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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First American Bank
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Wetherby Asset Management Inc
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Beacon Pointe Advisors, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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Moloney Securities Asset Management, LLC
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Berkshire Asset Management Llc/pa
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Transcend Wealth Collective, Llc
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Country Club Bank /gfn
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Dorsey & Whitney Trust CO LLC
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Axxcess Wealth Management, Llc
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Davidson Trust Co
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Verum Partners LLC
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Robertson Stephens Wealth Management, LLC
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|
Caldwell Securities, Inc
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Integrated Investment Consultants, LLC
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First Hawaiian Bank
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Relyea Zuckerberg Hanson LLC
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Cornerstone Wealth Management, LLC
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Sentinel Wealth Management, Inc.
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Avantax Planning Partners, Inc.
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Hm Payson & Co
|
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Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R
|
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Highland Capital Management, Llc
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Us Bancorp \de\
|
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Stratos Wealth Advisors, LLC
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Avant Capital LLC
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TRUE Private Wealth Advisors
|
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Exchange Traded Concepts, Llc
|
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Citadel Advisors Llc
|
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GeoWealth Management, LLC
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|
CENTRAL TRUST Co
|
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|
Foundations Investment Advisors, LLC
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Paragon Private Wealth Management, LLC
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|
Assetmark, Inc
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|
PrairieView Partners, LLC
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|
Nbc Securities, Inc.
|
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Chicago Capital, LLC
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Envision Financial LLC
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|
D.a. Davidson & Co.
|
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|
Rsm Us Wealth Management Llc
|
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|
Tower Research Capital LLC (TRC)
|
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|
FSM Wealth Advisors, LLC
|
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|
Warren Averett Asset Management, LLC
|
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|
Insight Inv LLC
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|
FourThought Financial Partners, LLC
|
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|
Register Financial Advisors LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Olistico Wealth, LLC
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|
Sentinus, LLC
|
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|
Qube Research & Technologies Ltd
|
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|
Andina Capital Management, LLC
|
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|
Retirement Wealth Solutions LLC
|
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|
|
LBJ Family Wealth Advisors, Ltd.
|
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|
Wealth Architects, LLC
|
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|
|
First Horizon Advisors, Inc.
|
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|
|
JFG Wealth Management, LLC
|
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|
Marcum Wealth, LLC
|
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|
|
Embree Financial Group
|
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|
Kings Path Partners LLC
|
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|
Integrity Wealth Solutions LLC
|
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|
Smartleaf Asset Management LLC
|
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|
Hirtle Callaghan & Co LLC
|
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|
Comerica Bank
|
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|
Cairn Investment Group, Inc.
|
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|
Hartland & Co., LLC
|
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|
Advocacy Wealth Management Services, LLC
|
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|
Verus Wealth Management, Llc
|
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|
UBS Group AG
|
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|
Perennial Investment Advisors, LLC
|
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|
Midwest Trust Co
|
|
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|
|
Jones Financial Companies Lllp
|
|
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|
|
Legacy Bridge, LLC
|
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|
Morgan Stanley
|
|
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|
|
Envestnet Asset Management Inc
|
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|
|
Ieq Capital, Llc
|
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|
|
Cozad Asset Management Inc
|
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|
|
Global Strategic Investment Solutions, LLC
|
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|
|
Wealthcare Advisory Partners LLC
|
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|
|
We Are One Seven, LLC
|
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|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
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|
