|
Natixis Advisors, L.p.
|
|
|
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|
Winebrenner Capital Management Llc
|
|
|
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|
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Parkshore Wealth Management, Inc.
|
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|
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|
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BCGM Wealth Management, LLC
|
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Abound Wealth Management
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Whalen Wealth Management Inc.
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|
|
Tumwater Wealth Management, LLC
|
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Sierra Ocean, Llc
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|
|
Burling Wealth Partners, Llc
|
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|
|
|
Coldstream Capital Management Inc
|
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|
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|
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Concord Wealth Partners
|
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Elk River Wealth Management, LLC
|
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|
|
Mount Yale Investment Advisors, LLC
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|
Cora Capital Advisors Llc
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BIP Wealth, LLC
|
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Clear Creek Financial Management, LLC
|
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Advisors Preferred, LLC
|
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Community Bank of Raymore
|
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Mayfair Advisory Group, LLC
|
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|
|
Pathway Financial Advisors LLC
|
|
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Rothschild Investment Llc
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CIBC Private Wealth Group, LLC
|
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Wick Capital Partners, LLC
|
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|
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Meridian Wealth Advisors, LLC
|
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|
|
|
Perigon Wealth Management, LLC
|
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|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
|
|
|
|
|
|
Independent Wealth Network Inc.
|
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|
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|
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Farrow Financial Inc.
|
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|
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SPC Financial, Inc.
|
|
|
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Presilium Private Wealth, Llc
|
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Cahill Financial Advisors Inc
|
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Camelot Technology Advisors, Inc.
|
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Cambridge Investment Research Advisors, Inc.
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Cheviot Value Management, LLC
|
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Sage Financial Group Inc
|
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|
|
|
|
Iams Wealth Management, Llc
|
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|
|
|
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Citrine Capital LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
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|
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|
Rosenberg Matthew Hamilton
|
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|
|
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Green Square Capital Advisors Llc
|
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|
|
|
|
Allen Investment Management LLC
|
|
|
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|
|
Van Hulzen Asset Management, LLC
|
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|
Wheelhouse Advisory Group LLC
|
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|
CacheTech Inc.
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Center For Asset Management LLC
|
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GHP Investment Advisors, Inc.
|
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|
Twelve Points Wealth Management LLC
|
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Avory & Company, LLC
|
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|
|
Sheets Smith Wealth Management
|
|
|
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|
Mattern Capital Management, Llc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Eq Llc
|
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Security National Bank Of Sioux City Iowa /ia/
|
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Fortem Financial Group, Llc
|
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Brogan Financial, Inc.
|
|
|
|
|
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Sandbox Financial Partners, LLC
|
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Brass Tax Wealth Management, Inc
|
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|
|
Trans-Canada Capital Inc.
|
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|
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|
|
Envestnet Asset Management Inc
|
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|
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Dynamic Advisor Solutions LLC
|
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|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
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|
Brighton Jones Llc
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MSH Capital Advisors LLC
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Focus Financial Network, Inc.
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Mach-1 Financial Group, Inc.
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Kinsale Capital Group, Inc.
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Tandem Capital Management Corp /adv
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Whipplewood Advisors, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
JAAJX - John Hancock Funds II - Multi-Index 2065 Lifetime Portfolio Class R4
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
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|
Alberta Investment Management Corp
|
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|
Washburn Capital Management, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Opportunities ETF
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
P/E Global LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
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|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Systelligence, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Park Presidio Capital Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Shade Tree Advisors LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Spectrum Investment Advisors, Inc.
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
3EDGE Asset Management, LP
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Adventist Health System/ West
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
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Pacific Center for Financial Services
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Pacifica Partners Inc.
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Avalon Trust Co
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Zuckerman Investment Group, LLC
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Tandem Investment Partners LLC
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Mayport, Llc
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CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A
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Deutsche Bank Ag\
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Total Clarity Wealth Management, Inc.
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Oarsman Capital, Inc.
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Macquarie Group Ltd
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Pinnacle Wealth Management Group, Inc.
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Heritage Wealth Management, Inc. /CA/
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IFC Advisors LLC
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Lighthouse Financial LLC
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Swisher Financial Concepts, Inc.
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Newport Capital Group, LLC
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Northwest Capital Management Inc
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Purkiss Capital Advisors LLC
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Lunt Capital Management, Inc.
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Means Investment Co., Inc.
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Moller Financial Services
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Ironclad Investments LLC
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Cambridge Advisors Inc.
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KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
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CORDA Investment Management, LLC.
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Paces Ferry Wealth Advisors, Llc
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Prestige Wealth Management Group LLC
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Hirtle Callaghan & Co LLC
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RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
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Northeast Financial Consultants Inc
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Paragon Financial Partners, Inc.
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Addison Capital Co
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Wit, Llc
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Sigma Planning Corp
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Accordant Advisory Group Inc
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Chapin Davis, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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West Financial Advisors, LLC
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Inlight Wealth Management, LLC
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Pinnacle Bancorp, Inc.
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Safe Harbor Fiduciary, LLC
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Flagship Wealth Advisors, Llc
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Chilton Capital Management Llc
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OMERS ADMINISTRATION Corp
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Beaird Harris Wealth Management, LLC
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Bnp Paribas Arbitrage, Sa
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RVW Wealth, LLC
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Cullen/frost Bankers, Inc.
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JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
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East Coast Asset Management, LLC.
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Friedenthal Financial
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Main Street Financial Solutions, LLC
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Almanack Investment Partners, LLC.
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Montag A & Associates Inc
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Tenret Co LLC
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Baker Tilly Financial, Llc
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Sonora Investment Management Group, LLC
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Oak Harbor Wealth Partners, Llc
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American Money Management, LLC
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Blair William & Co/il
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LifePlan Investment Advisors, Inc.
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Astoria Strategic Wealth, Inc.
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Avestar Capital, LLC
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Investor's Fiduciary Advisor Network, LLC
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Cary Street Partners Financial Llc
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Western Wealth Management, LLC
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Swf Llc
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
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North Star Investment Management Corp.
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Fedenia Advisers LLC
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Creative Planning
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Signature Resources Capital Management, LLC
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Capital Investment Services of America, Inc.
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Spectrum Wealth Counsel, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Burke & Herbert Bank & Trust Co
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Fortune Financial Advisors, LLC
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JustInvest LLC
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Orgel Wealth Management, LLC
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Independent Advisor Alliance
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Bank & Trust Co
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Pacific Financial Group Inc
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Ferguson Wellman Capital Management, Inc
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R. W. Roge & Company, Inc.
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DAVENPORT & Co LLC
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Sloy Dahl & Holst, LLC
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Centennial Bank/AR/
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Pittenger & Anderson Inc
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Luminvest Wealth Management LLC
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Tanglewood Legacy Advisors, LLC
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Cullinan Associates Inc
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Investors Research Corp
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Elevation Capital Advisory, LLC
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Graypoint LLC
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Fire Capital Management LLC
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Foundations Investment Advisors, LLC
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JPL Wealth Management, LLC
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Flagship Harbor Advisors, Llc
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Tocqueville Asset Management L.p.
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Randolph Co Inc
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Accredited Investors Inc.
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IMS Capital Management
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Norinchukin Bank, The
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Rockwood Wealth Management, LLC
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Versant Capital Management, Inc
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Rinkey Investments
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Gillespie Robinson & Grimm Inc
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Resources Investment Advisors, LLC.
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Huntington National Bank
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Guided Capital Wealth Management, LLC
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Nvwm, Llc
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Barnes Pettey Financial Advisors, Llc
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Windsor Capital Management, LLC
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Darrow Company, Inc.
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Leo Wealth, LLC
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Gutierrez Wealth Advisory, LLC
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Van Cleef Asset Management,Inc
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Allianz Se
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Centricity Wealth Management, LLC
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Vishria Bird Financial Group, LLC
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Hurlow Wealth Management Group, Inc.
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Luminist Capital LLC
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Fundamentun, Llc
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Spinnaker Trust
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NWF Advisory Services Inc.
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Lindbrook Capital, Llc
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Marks Group Wealth Management, Inc
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Pacific Wealth Management
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Gibson Wealth Advisors LLC
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Adapt Wealth Advisors, Llc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
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Carret Asset Management, Llc
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Asset Allocation & Management Company, LLC
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Ntv Asset Management Llc
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S&co Inc
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Bradley & Co. Private Wealth Management, LLC
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Bridgewealth Advisory Group, LLC
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IronBridge Private Wealth, LLC
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Peachtree Investment Partners, LLC
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JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
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Wiser Advisor Group LLC
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Stratos Wealth Partners, LTD.
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TRB Advisors LP
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Smallwood Wealth Investment Management, LLC
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Mirae Asset Global Investments Co., Ltd.
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Global Strategic Investment Solutions, LLC
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Safeguard Financial, LLC
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Advisory Services Network, LLC
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Princeton Capital Management Llc
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Gradient Investments LLC
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Systematic Alpha Investments, LLC
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Quantinno Capital Management LP
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SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A
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Private Capital Advisors, Inc.
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Fagan Associates, Inc.
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Kozak & Associates, Inc.
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Cahill Wealth Management, LLC
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Pinney & Scofield, Inc.
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Us Bancorp \de\
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Highview Capital Management LLC/DE/
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Wilkins Miller Wealth Management, LLC
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Higgins & Schmidt Wealth Strategies LLC
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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Hardy Reed LLC
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Hills Bank & Trust Co
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Mirador Capital Partners LP
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RMR Capital Management, LLC
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PBL - PGIM ETF TRUST - PGIM Portfolio Ballast ETF
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BIP Alliance, LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Wealth Watch Advisors, INC
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BridgePort Financial Solutions, LLC
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Financial Network Wealth Advisors LLC
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Landmark Wealth Management, Inc.
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Ameriflex Group, Inc.
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Triumph Capital Management
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Barrett & Company, Inc.
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Integrated Wealth Concepts LLC
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Full Sail Capital, LLC
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DKM Wealth Management, Inc.
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James Reed Financial Services, Inc.
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Verum Partners LLC
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Coastwise Capital Group, LLC
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Zullo Investment Group, Inc.
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New Wave Wealth Advisors Llc
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Soltis Investment Advisors LLC
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Fairman Group, LLC
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Prasad Wealth Partners, LLC
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Mma Asset Management Llc
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Financial Advisors, LLC
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Hemington Wealth Management
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Lee-Kelleher Wealth Management
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Freestone Grove Partners LP
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Holistic Planning, LLC
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Fidato Wealth LLC
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Semmax Financial Advisors Inc.
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MontVue Capital Management, Inc.
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National Wealth Management Group, LLC
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Waterford Advisors, LLC
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JFG Wealth Management, LLC
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Ellenbecker Investment Group
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Wealth Management Strategies, Inc.
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One Wealth Advisors, LLC
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Secure Asset Management, LLC
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Topsail Wealth Management, LLC
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Asset Advisors Investment Management, LLC
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KAGCX - Managed Portfolio Series - Kensington Dynamic Growth Fund Class C Shares
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|
Ethos Financial Group, LLC
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Victory Capital Management Inc
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Peak Asset Management, LLC
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Charter Capital Management, LLC\DE
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Adell Harriman & Carpenter Inc
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Paul Damon & Associates, Inc.
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Selective Wealth Management, Inc.
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REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
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|
Arrow Financial Corp
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Stephen J. Garry & Associates, Llc
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Essential Planning, LLC.
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Tradition Wealth Management, LLC
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Nyl Investors Llc
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Hall Capital Management Co Inc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Strategic Family Wealth Counselors, L.L.C.
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Colony Family Offices, LLC
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Cornerstone Planning Group LLC
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Taylor & Morgan Wealth Management, LLC
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Woodley Farra Manion Portfolio Management Inc
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Leith Wheeler Investment Counsel Ltd.
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Signature Wealth Management Partners, LLC
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Acorns Advisers, LLC
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Ballew Advisors, Inc
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Bay Harbor Wealth Management, LLC
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Tudor Investment Corp Et Al
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Ackerman Asset Management, LLC
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|
Bank of Marin
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|
Rossmore Private Capital
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|
Garrison Point Advisors, Llc
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Hibernia Wealth Partners, LLC
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Atlantic Trust, LLC
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JBF Capital, Inc.
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Eukles Asset Management
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Wbh Advisory Inc
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|
CHURCHILL MANAGEMENT Corp
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PMG Wealth Management, Inc.
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Blue Zone Wealth Advisors, LLC
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Midwest Trust Co
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|
Signature Estate & Investment Advisors Llc
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|
Paladin Advisory Group, LLC
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Planning Alternatives Ltd /adv
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Citizens Financial Group Inc/ri
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Westmount Partners, LLC
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Halbert Hargrove Global Advisors, Llc
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Stanley-Laman Group, Ltd.
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Assetmark, Inc
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Prudent Man Investment Management, Inc.
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Aurdan Capital Management, LLC
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Marshall Financial Group LLC
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Kovack Advisors, Inc.
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London & Capital Asset Management Ltd
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Atria Investments Llc
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|
National Asset Management, Inc.
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|
Napa Wealth Management
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Victrix Investment Advisors
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|
Avant Capital LLC
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|
|
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|
Rareview Capital LLC
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|
Advisory Resource Group
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|
Canerector Inc
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|
|
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|
Busey Wealth Management
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|
Trust Co Of Virginia /va
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|
Investment Management Associates Inc /adv
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Morey & Quinn Wealth Partners, LLC
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Rezny Wealth Management, Inc.
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Migdal Insurance & Financial Holdings Ltd.
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Arcadia Wealth Management, LLC
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EverSource Wealth Advisors, LLC
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BHK Investment Advisors, LLC
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Wealth Effects Llc
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CIBC World Markets Inc.
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New England Private Wealth Advisors LLC
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Absolute Capital Management, LLC
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Ciovacco Capital Management LLC
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Insight Wealth Strategies, LLC
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Stelac Advisory Services LLC
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Milestone Asset Management, Llc
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Callahan Advisors, LLC
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Ubs Asset Management Americas Inc
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L.K. Benson & Company, P.C.
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MTM Investment Management, LLC
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Milestone Asset Management Group, LLC
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Empirical Finance, LLC
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TKG Advisors, LLC
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Maryland Capital Advisors Inc.
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Saiph Capital, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Ironwood Wealth Management, LLC.
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Fulton Breakefield Broenniman Llc
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Warburton Capital Management, LLC
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Zurich Insurance Group Ltd/FI
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Callan Family Office, LLC
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Ibex Wealth Advisors
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Tranquility Partners, LLC
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Lloyd Advisory Services, LLC.
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Palisade Asset Management, LLC
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Capital Wealth Management, Llc
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Corundum Group, Inc.
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Atria Wealth Solutions, Inc.
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Stokes Capital Advisors, LLC
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Cranbrook Wealth Management, LLC
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Bollard Group LLC
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ONE Advisory Partners, LLC
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Avantax Planning Partners, Inc.
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Litman Gregory Asset Management LLC
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PDS Planning, Inc
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Global Retirement Partners, LLC
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Avenue 1 Advisors, LLC
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Tidemark, LLC
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JB Capital LLC
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Wright Fund Managment, LLC
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Keener Financial Planning LLC
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Carolina Wealth Advisors, LLC
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Sherrill & Hutchins Financial Advisory, Inc
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First Merchants Corp
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Capstone Wealth Management Group LLC
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Eagle Strategies LLC
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Romano Brothers And Company
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Pensionmark Financial Group, Llc
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Insight Advisors, LLC/ PA
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Tempus Wealth Planning, LLC
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FLC Capital Advisors
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Barclays Plc
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Bernard Wealth Management Corp.
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Serenus Wealth Advisors, LLC
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Lockerman Financial Group, Inc.
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Commonwealth Financial Services, LLC
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Ptm Wealth Management, Llc
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Riverpoint Wealth Management Holdings, LLC
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Signaturefd, Llc
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Beacon Wealthcare LLC
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Beaumont Financial Advisors, LLC
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Tevis Investment Management
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Websterrogers Financial Advisors, Llc
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Spirepoint Private Client, Llc
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Weatherly Asset Management L. P.
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Morton Capital Management LLC/CA
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Resonant Capital Advisors, LLC
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Auour Investments LLC
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Define Financial, Llc
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Oak Harvest Investment Services
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Invst, LLC
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Avenir Corp
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Conservest Capital Advisors, Inc.
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JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
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Vontobel Holding Ltd.
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Botty Investors LLC
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Tiaa Trust, National Association
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Osterweis Capital Management Inc
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LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
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Southland Equity Partners LLC
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Heartwood Wealth Advisors LLC
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Shira Ridge Wealth Management
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Oxbow Advisors, LLC
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Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio
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Ritter Daniher Financial Advisory LLC / DE
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Keebeck Wealth Management, LLC
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Evanson Asset Management, LLC
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Permanent Capital Management, LP
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Parkside Financial Bank & Trust
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Disciplina Capital Management LLC
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RMR Wealth Builders
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626 Financial, LLC
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Hudson Value Partners, LLC
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First County Bank /CT/
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Concorde Asset Management, LLC
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CPA Asset Management LLC
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First Financial Bankshares Inc
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Franklin Resources Inc
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Verus Financial Partners, Inc.
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Northside Capital Management, LLC
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ROSS\JOHNSON & Associates LLC
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Joel Adams & Associates, Inc.
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Hoxton Planning & Management, LLC
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Visionary Wealth Advisors
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Belmont Capital, LLC
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Aspiriant, Llc
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Wesbanco Bank Inc
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Better Money Decisions, LLC
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HFG Advisors, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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United Community Bank
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Allred Capital Management, LLC
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Perissos Private Wealth Management, LLC
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CLARET ASSET MANAGEMENT Corp
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Ambassador Advisors, LLC
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Pines Wealth Management, LLC
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Northwestern Mutual Wealth Management Co
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JRODX - John Hancock Funds II - Multi-Index 2060 Lifetime Portfolio Class 1
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Hutchens & Kramer Investment Management Group, LLC
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GenTrust, LLC
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TD Capital Management LLC
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Central Pacific Bank - Trust Division
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Harel Insurance Investments & Financial Services Ltd.
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Country Club Bank /gfn
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North Point Portfolio Managers Corp/oh
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Copperleaf Capital, LLC
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Accel Wealth Management
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Meridian Wealth Partners, LLC
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Novare Capital Management Llc
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Raymond James Financial Inc
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Knightsbridge Asset Management, Llc
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Maltin Wealth Management, Inc.
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Roger Wittlin Investment Advisory, LLC
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Delta Financial Group, Inc.
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King Luther Capital Management Corp
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Horizon Family Wealth, Inc.
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Valeo Financial Advisors, LLC
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Ballentine Partners, LLC
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Attessa Capital LLC
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CSM Advisors, LLC
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Two Sigma Investments, Lp
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Wolff Wiese Magana Llc
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Kinloch Capital, LLC
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Plum Street Advisors, LLC
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Strata Wealth Advisors, LLC
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Nbc Securities, Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Sweeney & Michel, Llc
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Oxinas Partners Wealth Management LLC
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BRYN MAWR TRUST Co
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MidWestOne Financial Group, Inc.
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Collaborative Wealth Managment Inc.
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Philip James Wealth Mangement, LLC
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Hoey Investments, Inc
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William Marsh Rice University
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Jamison Private Wealth Management, Inc.
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Charles Schwab Investment Management Inc
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Future You Wealth Llc
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Capstone Investment Advisors, Llc
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One Capital Management, LLC
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Liberty Wealth Management Llc
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Tribridge Partners Financial LLC
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IPG Investment Advisors LLC
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Mission Wealth Management, Lp
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Indiana Trust & Investment Management CO
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BFI Infinity Ltd.
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Premier Path Wealth Partners, LLC
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Impact Capital Partners LLC
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Klingenstein Fields & Co Lp
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Palisades Hudson Asset Management, L.P.
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Fi3 FINANCIAL ADVISORS, LLC
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Breakwater Capital Group
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Walkner Condon Financial Advisors LLC
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Foster & Motley Inc
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Folger Nolan Fleming Douglas Capital Management, Inc
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Belvedere Trading LLC
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Rockbridge Investment Management, LCC
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Prostatis Group LLC
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Compass Financial Group, INC/SD
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Madden Advisory Services, Inc.
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Prosperitas Financial LLC
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Ceera Investments, Llc
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Schear Investment Advisers, LLC
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waypoint wealth counsel
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LWM Advisory Services, LLC
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Milestone Investment Advisors LLC
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Cresta Advisors, Ltd.
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Consolidated Planning Corp
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Strategic Investment Solutions, Inc. /IL
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HBK Sorce Advisory LLC
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Ignite Planners, LLC
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Rockland Trust Co
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Taddei, Ludwig & Associates, Inc.
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UMA Financial Services, Inc.
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Kirtland Hills Capital Management, Llc
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Dakota Wealth Management
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Legacy Bridge, LLC
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Forthright Family Wealth Advisory LLC
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Lanham O'Dell & Company, Inc.
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Sequent Planning LLC
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Archford Capital Strategies, LLC
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Richards, Merrill & Peterson, Inc.
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Ballentine Capital Advisors, Inc
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Bulwark Capital Corp
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MorganRosel Wealth Management, LLC
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Sage Mountain Advisors LLC
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Wescott Financial Advisory Group, LLC
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Lyell Wealth Management, Lp
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Family Investment Center, Inc.
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Thrivent Financial For Lutherans
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ESL Trust Services, LLC
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Arq Wealth Advisors, Llc
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Roxbury Financial LLC
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Burns Matteson Capital Management, LLC
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Tsfg, Llc
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BG Investment Services, Inc.
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Master's Wealth Management Inc.
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Wayfinding Financial, LLC
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Lakeridge Wealth Management LLC
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Frank, Rimerman Advisors LLC
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Wells Trecaso Financial Group, LLC
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Ramirez Asset Management, Inc.
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AA Financial Advisors, LLC
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Strategic Financial Planning, Inc.
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Stage Harbor Financial, Llc
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IFG Advisory, LLC
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Front Street Capital Management, Inc.
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Delta Asset Management Llc/tn
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Goldman Sachs Group Inc
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Woodward Diversified Capital, Llc
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RIA Advisory Group LLC
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Carl Stuart Investment Advisor, Inc
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Mml Investors Services, Llc
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West Paces Advisors Inc.
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Elite Financial, Inc.
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Passive Capital Management, LLC.
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Amussen Hunsaker Associates Llc
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Sawyer & Company, Inc
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|
Trust Co Of Oklahoma
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Red Crane Wealth Management, Llc
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|
Pennington Partners & Co., Llc
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Plotkin Financial Advisors, LLC
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Everett Harris & Co /ca/
|
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WPG Advisers, LLC
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Parallel Advisors, LLC
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Good Life Advisors, LLC
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Pine Haven Investment Counsel, Inc
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Nissay Asset Management Corp /japan/ /adv
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Ssa Swiss Advisors Ag
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Whelan Financial
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|
Cambridge Capital Management, Llc
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Hikari Power Ltd
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Hancock Whitney Corp
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Albion Financial Group /ut
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Menora Mivtachim Holdings Ltd.
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Cypress Capital, LLC
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EMC Capital Management
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|
Northern Trust Corp
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|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
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Signature Wealth Management Group
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Neumann Capital Management, LLC
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Financial Guidance Group, Inc.
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Latitude Advisors, LLC
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Papp L Roy & Associates
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Monterey Private Wealth, Inc.
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White Pine Capital Llc
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Fairfield, Bush & Co.
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Garden State Investment Advisory Services LLC
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Burt Wealth Advisors
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Sensible Money, LLC
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HMS Capital Management, LLC
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Brown Miller Wealth Management, LLC
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Goodman Advisory Group, LLC
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Nautilus Advisors LLC
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Bernardo Wealth Planning LLC
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Consolidated Portfolio Review Corp
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Drystone LLC
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DiNuzzo Private Wealth, Inc.
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|
Stiles Financial Services Inc
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Fmr Llc
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Bokf, Na
|
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Weil Company, Inc.
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Summit Wealth & Retirement Planning, Inc.
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Next Capital Management LLC
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Family Legacy Financial Solutions, LLC
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Slagle Financial, LLC
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Occidental Asset Management, LLC
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Qube Research & Technologies Ltd
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FDx Advisors, Inc.
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Meritage Portfolio Management
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Bear Mountain Capital, Inc.
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|
First United Bank Trust/
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Lummis Asset Management, LP
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|
Cfm Wealth Partners Llc
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|
Schechter Investment Advisors, LLC
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|
Schneider Downs Wealth Management Advisors, LP
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Landmark Wealth Management, LLC
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|
Elios Financial Group Inc.
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|
Moody National Bank Trust Division
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Twin Peaks Wealth Advisors, LLC
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|
Nia Impact Advisors, Llc
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|
TSPX - Manager Directed Portfolios - Twin Oak Active Opportunities ETF
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|
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|
Charis Legacy Partners, LLC
|
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|
Heritage Trust Co
|
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Mainstay Capital Management Llc /adv
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Chicago Capital, LLC
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HighMark Wealth Management LLC
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WorthPointe, LLC
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Arista Wealth Management, LLC
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Patten Group, Inc.
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Wealthfront Advisers Llc
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Aurelius Family Office LLC
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Valley Forge Investment Consultants Inc Adv
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Creekmur Asset Management LLC
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Bank of New Hampshire
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Seaside Wealth Management, Inc.
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Monticello Wealth Management, Llc
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Archer Investment Corp
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Chaney Capital Management, Inc.
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Gibson Capital, LLC
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Aspen Capital Management, LLC
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Talon Private Wealth, LLC
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Clifford Group, LLC
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ARGI Investment Services, LLC
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Capital Asset Advisory Services LLC
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Lpwm Llc
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Advisor OS, LLC
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Courier Capital Llc
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Genus Capital Management Inc.
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Mustico Financial Group, Inc.
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BXM Wealth LLC
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Bell Investment Advisors, Inc
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West Branch Capital LLC
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Hillcrest Wealth Advisors - NY, LLC
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Inspirion Wealth Advisors, Llc
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California Public Employees Retirement System
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Texas Bank & Trust Co
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BSW Wealth Partners
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Symphony Financial, Ltd. Co.
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Arete Wealth Advisors, LLC
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Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
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Prime Buchholz LLC
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Strategies Wealth Advisors, LLC
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MADDEN SECURITIES Corp
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Smith Shellnut Wilson Llc /adv
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Hudock, Inc.
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Midwest Heritage Bank, FSB
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Vista Wealth Management Group, LLC
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L2 Asset Management, LLC
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Principle Wealth Partners Llc
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Lodestar Private Asset Management Llc
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Nomura Asset Management Co Ltd
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Campion Asset Management LLC
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Investment Research & Advisory Group, Inc.
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MA Private Wealth
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Chevy Chase Trust Holdings, Inc.
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Accredited Investor Services, Llc
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Kane Investment Management, Inc.
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Toroso Investments, LLC
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Tidal Trust II - Tactical Advantage ETF
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Whittier Trust Co
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Cypress Point Wealth Management, LLC
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Luts & Greenleigh Group, Inc
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NewSquare Capital LLC
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Hutchinson Financial Advisors, INC
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Morton Community Bank
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Coston, McIsaac & Partners
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Condor Capital Management
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Nbt Bank N A /ny
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LongView Wealth Management
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Luken Investment Analytics, LLC
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Altman Advisors, Inc.
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Diversified Portfolios, Inc.
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Harmony Asset Management Llc
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Parker Investment Management, LLC
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Guidance Capital, Inc
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Octavia Wealth Advisors, LLC
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MidAtlantic Capital Management, Inc.
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Garrett Investment Advisors LLC
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Price T Rowe Associates Inc /md/
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Baring Financial LLC
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Jim Saulnier & Associates, Llc
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Waller Financial Planning Group, Inc
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Peapack Gladstone Financial Corp
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Private Advisor Group, LLC
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Crestmont Private Wealth LLC
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Glassman Wealth Services
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Arkfeld Wealth Strategies, L.L.C.
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CBIZ Investment Advisory Services, LLC
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My Purposeful Wealth Corp.
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Fairway Wealth LLC
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Parallax Volatility Advisers, L.P.
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Financial Insights, Inc.
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Lynx Investment Advisory
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Graham Capital Wealth Management, Llc
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New Insight Wealth Advisors
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Brooklyn FI, LLC
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Porter White Investment Advisors, Inc.
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Nabity-Jensen Investment Management Inc
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Borer Denton & Associates, Inc.
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FinDec Wealth Services, Inc.
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DeDora Capital, Inc.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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Austin Wealth Management, LLC
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LM Advisors LLC
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Resolute Wealth Strategies, LLC
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Arbor Wealth Advisors LLC
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Global Trust Asset Management, LLC
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Virtue Capital Management, LLC
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Css Llc/il
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Spinnaker Investment Group, LLC
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Fiduciary Financial Group, Llc
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Baker Ellis Asset Management LLC
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Penobscot Investment Management Company, Inc.
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Blue Edge Capital, LLC
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Waters Parkerson & Co., Llc
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Bragg Financial Advisors, Inc
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Stillwater Wealth Management Group
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Efficient Frontier Advisors LLC
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Kellett Schaffner Wealth Advisors LLC
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Everstar Asset Management, LLC
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Morgan Stanley
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Group One Trading, L.p.
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Finward Bancorp
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Coerente Capital Management
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Ironsides Asset Advisors, LLC
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E Fund Management Co., Ltd.
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Wealthquest Corp
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Future Financial Wealth Managment LLC
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Custos Family Office, LLC
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American Century Companies Inc
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Core Wealth Advisors, Inc.
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Freestone Capital Holdings, LLC
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Sharp Financial Services, LLC
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Spectrum Wealth Advisory Group, LLC
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Exencial Wealth Advisors, Llc
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Summit Asset Management, LLC
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GK Wealth Management LLC
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TLT Family Holdco ULC
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Planwiser Financial, Llc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares
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Lebenthal Global Advisors, LLC
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Lion Street Advisors, LLC
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Apella Capital, LLC
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Lgl Partners, Llc
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Bogart Wealth, LLC
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Formidable Asset Management, LLC
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Choate Investment Advisors
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Blueprint Investment Partners LLC
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Palumbo Wealth Management LLC
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Tiemann Investment Advisors, Llc
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Seeds Investor Llc
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Three Bridge Wealth Advisors, LLC
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FRG Family Wealth Advisors LLC
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Bouchey Financial Group Ltd
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Van Den Berg Management I, Inc
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KKM Financial LLC
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|
Main Street Group, LTD
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Atlas Capital Advisors Llc
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Kraft, Davis & Associates, LLC
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PAX Financial Group, LLC
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Walker Financial Services, Inc.
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Resurgent Financial Advisors LLC
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Northstar Advisory Group, LLC
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Quotient Wealth Partners, LLC
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Dimension Capital Management Llc
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HBW Advisory Services LLC
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Hofer & Associates. Inc
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Vicus Capital
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Zrc Wealth Management, Llc
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Fusion Family Wealth LLC
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Retirement Income Solutions, Inc
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Golden Reserve Retirement LLC
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Clark Financial Services Group Inc /bd
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|
Fifth Third Bancorp
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|
Burkett Financial Services, Llc
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Ballast Advisors Llc
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Salus Financial Advisors, LLC
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Trinity Legacy Partners, LLC
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Retirement Planning Co of New England, Inc.
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
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TruWealth Advisors, LLC
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|
Capital City Trust Co/fl
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Ashton Thomas Securities, Llc
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|
Financial Advocates Investment Management
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|
BTG Pactual Asset Management US LLC
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|
Boulder Wealth Advisors, LLC
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|
FreeGulliver LLC
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Hobbs Group Advisors, LLC
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|
Ofc Financial Planning, Llc
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Roof Eidam & Maycock/adv
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|
King Wealth
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|
Wood Tarver Financial Group, LLC
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|
Tepp RIA, LLC
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Inlet Private Wealth, LLC
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|
MAI Capital Management
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|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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|
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|
Birchcreek Wealth Management, LLC
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|
Consilium Wealth Advisory, LLC
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|
Souders Financial Advisors
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|
Golden Road Advisors Llc
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Intrepid Financial Planning Group LLC
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|
M&t Bank Corp
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|
Allen Capital Group, LLC
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|
Wakefield Asset Management LLLP
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|
Lee Danner & Bass Inc
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|
Financial Network Wealth Management LLC
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|
Evolution Wealth Advisors, LLC
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|
Avondale Wealth Management
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|
Appleton Partners Inc/ma
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|
Palo Alto Wealth Advisors, Llc
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|
New Hampshire Trust
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CFC Planning Co LLC
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Capital Square, LLC
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Ullmann Financial Group, Inc.
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Exchange Capital Management, Inc.
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CWS Financial Advisors, LLC
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Cushing Capital Partners, LLC
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|
Breakwater Investment Management
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|
Gts Securities Llc
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|
WJ Wealth Management, LLC
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|
Sherwood Financial Partners, LLC
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|
MetLife Investment Management, LLC
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|
Janney Montgomery Scott LLC
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|
Baldwin Brothers Inc/ma
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Kovitz Investment Group Partners, LLC
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Bailard, Inc.
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GSG Advisors LLC
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Delos Wealth Advisors, LLC
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Amtrust Financial Services, Inc.
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|
Outlook Wealth Advisors, LLC
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Wellington Management Group Llp
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|
BCS Wealth Management
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Walleye Trading LLC
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|
Gables Capital Management Inc.
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|
Archer Investment Management, LLC
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|
InTrack Investment Management Inc
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|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
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|
|
|
|
Y.D. More Investments Ltd
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|
Grove Street Fiduciary, LLC
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|
|
|
Emerald Investment Partners, Llc
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Cottage Street Advisors LLC
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Eldridge Investment Advisors, Inc.
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|
Lansing Street Advisors
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Biltmore Family Office, LLC
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|
IMC-Chicago, LLC
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Horan Capital Advisors, LLC.
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Globe Life Inc.
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Legacy Investment Solutions, LLC
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Fingerlakes Wealth Management, Inc.
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|
|
|
Perkins Coie Trust Co
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|
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|
First Trust Advisors Lp
|
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|
|
Whittier Trust Co Of Nevada Inc
|
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|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Members Advisory Group LLC
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Alteri Wealth LLC
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|
Crowley Wealth Management, Inc.
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|
SFG Wealth Management, LLC.
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|
Capital Investment Counsel, Inc
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|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
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|
Brian Low Financial Group, Llc
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|
WPWealth LLP
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|
Sherman Asset Management, Inc.
|
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|
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|
Union Bancaire Privee, UBP SA
|
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|
|
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|
Captrust Financial Advisors
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|
Key FInancial Inc
|
|
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|
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|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
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|
|
|
|
National Bank Of Canada /fi/
|
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|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
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|
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Clarity Capital Advisors, LLC
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Parthenon Llc
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|
Horrell Capital Management, Inc.
|
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|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
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|
Mitchell Sinkler & Starr/pa
|
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|
|
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|
Aprio Wealth Management, LLC
|
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|
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|
Richardson Financial Services Inc.
|
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|
|
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|
Daymark Wealth Partners, Llc
|
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|
Sentry Investment Management Llc
|
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|
|
|
Chapman Financial Group, Llc
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|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Monetta Financial Services Inc
|
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|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
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|
Evernest Financial Advisors, LLC
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|
Columbia River Financial Group, LLC
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|
Mullooly Asset Management, Inc.
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|
Sageworth Trust Co
|
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|
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|
Financial Futures Ltd Liability Co.
|
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|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
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|
Zacks Investment Management
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|
|
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|
Agate Pass Investment Management, LLC
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|
Security Financial Services, INC.
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|
Strategic Equity Management
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|
DT Investment Partners, LLC
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|
Stonehage Fleming Financial Services Holdings Ltd
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|
Cornell Pochily Investment Advisors, Inc.
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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|
Beck Mack & Oliver Llc
|
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|
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|
Lowe Brockenbrough & Co Inc
|
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|
|
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|
Florida Financial Advisors, Llc
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|
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|
Stonekeep Investments, LLC
|
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|
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|
Fortis Capital Advisors, LLC
|
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|
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|
Matrix Asset Advisors Inc/ny
|
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|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
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Galilei Investment Office LLP
|
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Foguth Wealth Management, LLC.
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Round Rock Advisors, LLC
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ORBA Wealth Advisors, L.L.C.
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Bank Hapoalim Bm
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CFS Investment Advisory Services, LLC
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Cura Wealth Advisors, Llc
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Cooper Financial Group
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Tower Research Capital LLC (TRC)
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Rogco, Lp
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Harbor Investment Advisory, Llc
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Belpointe Asset Management LLC
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GW&K Investment Management, LLC
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Seros Financial, LLC
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|
Laurel Wealth Advisors LLC
|
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|
|
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
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|
Stonebridge Financial Planning Group, LLC
|
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|
North Star Asset Management Inc
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Rollins Financial Advisors, LLC
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Partners Capital Investment Group, Llp
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First Community Trust Na
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Kieckhefer Group Llc
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|
Affinity Capital Advisors, LLC
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|
Cerro Pacific Wealth Advisors LLC
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|
Sepio Capital, LP
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Intelligent Financial Strategies
|
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Meridian Investment Counsel Inc.
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Melone Private Wealth, LLC
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Hamilton Capital, LLC
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Redmont Wealth Advisors Llc
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Eagle Bay Advisors LLC
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Maia Wealth LLC
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Jfs Wealth Advisors, Llc
|
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Sabal Trust CO
|
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|
Cumberland Partners Ltd
|
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Yoffe Investment Management, LLC
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Searcy Financial Services Inc /adv
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O'shaughnessy Asset Management, Llc
|
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|
Parsons Capital Management Inc/ri
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Evermay Wealth Management Llc
|
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|
|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
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|
|
|
Legacy Financial Group LLC
|
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Chesley Taft & Associates LLC
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Level Wealth Management LLC
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Frisch Financial Group, Inc.
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SMART Wealth LLC
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MOKAN Wealth Management Inc.
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Kingstone Capital Partners Texas, LLC
|
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J.w. Cole Advisors, Inc.
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|
Significant Wealth Partners LLC
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Prospera Capital Management, LLC
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|
|
Orrstown Financial Services Inc
|
|
|
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|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
|
|
|
|
|
JRLWX - John Hancock Funds II - Multi-Index 2050 Lifetime Portfolio Class 1
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
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Bleakley Financial Group, LLC
|
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Quadrant Capital Group Llc
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|
Motive Wealth Advisors
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|
Fft Wealth Management Llc
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Cwm, Llc
|
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Squarepoint Ops LLC
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|
S.A. Mason LLC
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R.H. Investment Group, LLC
|
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Shulman DeMeo Asset Management LLC
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Great West Life Assurance Co /can/
|
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|
Moneywise, Inc.
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Poehling Capital Management, LLC
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|
One Day In July LLC
|
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|
AssuredPartners Investment Advisors, LLC
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Centennial Wealth Advisory LLC
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Northcape Wealth Management, Llc
|
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|
SNS Financial Group, LLC
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|
Amundi
|
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|
Vestmark Advisory Solutions, Inc.
|
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NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I
|
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|
Tyche Wealth Partners LLC
|
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|
Caerus Investment Advisors, LLC
|
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|
Wealth Group Ltd
|
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Ridgecrest Wealth Partners, Llc
|
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|
Apexium Financial, Lp
|
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|
Omnia Family Wealth, LLC
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|
Dearborn Partners Llc
|
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Curio Wealth, Llc
|
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|
SBI Securities Co., Ltd.
|
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|
Riverstone Advisors, LLC
|
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|
|
Factory Mutual Insurance Co
|
|
|
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|
Citigroup Inc
|
|
|
|
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|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
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|
|
Ridgewood Investments LLC
|
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|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
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|
Allspring Global Investments Holdings, LLC
|
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|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
KHPI - Managed Portfolio Series - Kensington Hedged Premium Income ETF
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
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|
|
|
|
MBL Wealth, LLC
|
|
|
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|
Rebalance, Llc
|
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|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Meridian Financial, LLC
|
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|
|
|
Sage Capital Advisors,llc
|
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|
YHB Investment Advisors, Inc.
|
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|
J. Safra Sarasin Holding AG
|
|
|
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|
Itau Unibanco Holding S.A.
|
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|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
|
|
|
Redmond Asset Management, LLC
|
|
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|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Vestment Financial LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
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|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Motco
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - PSF PGIM Ballast Portfolio Class I
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Heritage Wealth Architects, Inc.
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
|
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
|
|
|
|
|
Fiera Capital Corp
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|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
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Aureus Asset Management, LLC
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Sterling Group Wealth Management, LLC
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Family CFO Inc
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Basso Capital Management, L.p.
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Fifth Third Securities, Inc.
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Armis Advisers, LLC
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McKinley Carter Wealth Services, Inc.
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HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
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Geometric Wealth Advisors
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M3 Advisory Group, LLC
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Kitching Partners, Llc
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Resolute Advisors LLC
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GSB Wealth Management, LLC
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Certified Advisory Corp
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Northern Oak Wealth Management Inc
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Kooman & Associates
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M. Kulyk & Associates, LLC
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Tlwm
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Gwn Securities Inc.
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Collective Family Office Llc
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Aptus Capital Advisors, LLC
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Michels Family Financial, LLC
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Snider Financial Group
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Keystone Wealth Services, LLC
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Progeny 3, Inc.
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Wealth Enhancement Advisory Services, Llc
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Activest Wealth Management
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Colonial Trust Advisors
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Pioneer Wealth Management Group
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Merit Financial Group, LLC
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Sandy Spring Bank
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Prodigy Asset Management LLC
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CX Institutional
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PKO Investment Management Joint-Stock Co
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Capital Investment Advisors, LLC
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JDM Financial Group LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Blackhawk Capital Partners LLC.
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TRUE Private Wealth Advisors
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Valued Wealth Advisors LLC
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Ehrlich Financial Group
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Common Fund For Nonprofit Organizations
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Scott & Selber, Inc.
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Schaper Benz & Wise Investment Counsel Inc/wi
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Curtis Advisory Group, LLC
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Madison Park Capital Advisors, LLC
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SeaBridge Investment Advisors LLC
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GTSOX - GLENMEDE FUND INC - Secured Options Portfolio - Advisor Shares
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Fortune 45 LLC
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Transform Wealth, LLC
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BancorpSouth Bank
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Alexander Labrunerie & Co., Inc.
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Atlas Brown,Inc.
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Gouws Capital LLC
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Security National Bank
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Integral Investment Advisors, Inc.
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Scott Capital Advisors, LLC
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Evolution Wealth Management Inc.
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Uptown Financial Advisors LLC
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Thrive Wealth Management, LLC
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LFEQ - VanEck Vectors ETF Trust - VanEck Vectors NDR CMG Long/Flat Allocation ETF
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Pallas Capital Advisors LLC
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Twin Focus Capital Partners, Llc
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Lazari Capital Management, Inc.
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Dash Acquisitions Inc.
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Stephens Inc /ar/
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Cliftonlarsonallen Wealth Advisors, Llc
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Premier Financial Group
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XY Planning Network, Inc.
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Welch & Forbes Llc
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Vestor Capital, Llc
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Ewa, Llc
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Blackston Financial Advisory Group, LLC
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Clear Point Advisors Inc.
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Osborne Partners Capital Management, Llc
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Samlyn Capital, Llc
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Westend Capital Management LLC
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JHODX - John Hancock Funds II - 2070 Lifetime Blend Portfolio Class R6
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Hedeker Wealth, LLC
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Primoris Wealth Advisors, Llc
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ROI Financial Advisors, LLC
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Sellwood Investment Partners LLC
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Gainplan LLC
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Spectrum Planning & Advisory Services Inc.
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Griffin Asset Management, Inc.
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Financial Engines Advisors L.L.C.
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Investment Advisory Services Inc /tx /adv
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Private Wealth Asset Management, LLC
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SYM FINANCIAL Corp
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RNECX - Mutual Fund & Variable Insurance Trust - Rational/RGN Hedged Equity Fund Class C
|
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|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
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Traub Capital Management LLC
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Endowment Wealth Management, Inc.
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Cambria Investment Management, L.P.
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Fort Point Capital Partners LLC
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Mmbg Investment Advisors Co.
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Gateway Wealth Partners, LLC
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Investment Counsel Co Of Nevada
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Alliancebernstein L.p.
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Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
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SJA Financial Advisory, LLC
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Westerkirk Capital Inc.
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Maseco Llp
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SC&H Financial Advisors, Inc.
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American National Bank
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
|
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Rfg Holdings, Inc.
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Mattern Wealth Management LLC
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Sightline Wealth Advisors, LLC
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Murphy & Mullick Capital Management Corp
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Royal Fund Management, LLC
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Charter Oak Capital Management, LLC
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McNaughton Wealth Management, LLC
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Meritas Wealth Management, LLC
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Wealth Management Associates, Inc.
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Stephenson National Bank & Trust
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Burns J W & Co Inc/ny
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Financial Freedom, LLC
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Founders Financial Alliance, LLC
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Vista Capital Partners, Inc.
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Orleans Capital Management Corp/la
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Meridian Wealth Management, LLC
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Autumn Glory Partners, LLC
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Mills Wealth Advisors LLC
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TD Waterhouse Canada Inc.
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Mayflower Financial Advisors, LLC
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Bond & Devick Financial Network, Inc.
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Cidel Asset Management Inc
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St Germain D J Co Inc
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Axis Wealth Partners, LLC
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Matrix Private Capital Group Llc
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Leigh Baldwin & Co., Llc
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Peterson Wealth Advisors, LLC
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TFR Capital, LLC.
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Diana Davis Spencer Foundation
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DiMeo Schneider & Associates, L.L.C.
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Invesco Ltd.
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Fiduciary Family Office, Llc
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NorthCrest Asset Manangement, LLC
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Warner Financial, Inc
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PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
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Soundwatch Capital LLC
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Summit Financial Strategies, Inc.
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Savvy Advisors, Inc.
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Clarion Wealth Managment Partners, LLC
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Charter Trust Co
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Banque Cantonale Vaudoise
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Sterling Investment Advisors, Ltd.
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Southern Farm Bureau Life Insurance
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Greenline Partners, LLC
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Riverbend Wealth Management, LLC
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Heritage Investors Management Corp
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Wellington Shields Capital Management, LLC
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Renaissance Technologies Llc
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SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares
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|
Mark Sheptoff Financial Planning, Llc
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Syntegra Private Wealth Group, LLC
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Mogy Joel R Investment Counsel Inc
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Chung Wu Investment Group, LLC
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Valley National Advisers Inc
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Kingsview Wealth Management, LLC
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Tcfg Wealth Management, Llc
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Clg Llc
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Cape Investment Advisory, Inc.
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Legacy Private Trust Co.
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Farnam Financial LLC
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PFG Private Wealth Management, LLC
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We Are One Seven, LLC
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Red Door Wealth Management, LLC
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Modern Wealth Management, LLC
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Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R
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|
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|
Strategic Wealth Designers
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|
Farther Finance Advisors, LLC
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Fonville Wealth Management LLC
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Fairview Capital Investment Management, Llc
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Buska Wealth Management, LLC
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Sunpointe, LLC
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Eclectic Associates Inc /adv
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Financial Alternatives, Inc
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Panoramic Investment Advisors, Llc
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Silicon Valley Capital Partners
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Acas, Llc
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O'ROURKE & COMPANY, Inc
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Sequoia Financial Advisors, LLC
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GenWealth Group, Inc.
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Cornerstone Wealth Management, LLC
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Ayrshire Capital Management LLC
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Zeit Capital LLC
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Hoese & Co LLP
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Colony Group, LLC
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Jackson, Grant Investment Advisers, Inc.
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Members Wealth Llc
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Strategic Investment Advisors / MI
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|
Lincoln National Corp
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|
Rps Advisory Solutions Llc
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|
Smithfield Trust Co
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Wealthspan Partners, Llc
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Park National Corp /oh/
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|
Legacy Capital Group California, Inc.
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|
Hummer Financial Advisory Services Inc
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GDS Wealth Management
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|
Brio Consultants, LLC
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Regent Peak Wealth Advisors LLC
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TCI Wealth Advisors, Inc.
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Wolverine Trading, Llc
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Private Management Group Inc
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|
Midland Wealth Advisors Llc
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William Howard & Co Financial Advisors Inc
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|
Nepc Llc
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Apeiron RIA LLC
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Baron Wealth Management LLC
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Willis Johnson & Associates, Inc.
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Financial Security Advisor, Inc.
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Evolution Advisers, Inc.
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Hubbell Strickland Wealth Management, LLC
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Catalytic Wealth RIA, LLC
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Penn Davis Mcfarland Inc
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Sunburst Financial Group, LLC
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Blume Capital Management, Inc.
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Westchester Capital Management, Inc.
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Hurley Capital, LLC
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Asset Planning Corporation
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Fidelis Capital Partners, LLC
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Moser Wealth Advisors, LLC
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Beacon Financial Planning, Inc
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Keeley-Teton Advisors, LLC
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Addison Advisors LLC
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Moss Adams Wealth Advisors LLC
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Stonegate Investment Group, LLC
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Park Edge Advisors, LLC
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|
Ategra Capital Management, LLC
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|
Guerra Advisors Inc
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|
MFA Wealth Services
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Susquehanna International Group, Llp
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|
Marshall Investment Management, Llc
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EnRich Financial Partners LLC
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|
Seelaus Asset Management LLC
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Bestgate Wealth Advisors, LLC
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Next Level Wealth Planning, LLC
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Sound Income Strategies, LLC
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Facet Wealth, Inc.
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Fluent Financial, LLC
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Pillar Financial Advisors, LLC
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Arvest Investments, Inc.
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Sumitomo Mitsui Trust Holdings, Inc.
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WealthPLAN Partners, LLC
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Brown Wealth Management, Llc
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|
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
|
|
|
|
|
|
Davis R M Inc
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|
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|
TOWER TRUST & INVESTMENT Co
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Astra Wealth Partners LLC
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Punch & Associates Investment Management, Inc.
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|
Crews Bank & Trust
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Harbor Advisory Corp /ma/
|
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|
Disciplined Investors, L.L.C.
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|
Bank Of Nova Scotia
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Benjamin Edwards Inc
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Signet Investment Advisory Group, Inc.
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New England Asset Management Inc
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Ameraudi Asset Management, Inc.
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LVZ Advisors, Inc.
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Essex LLC
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RFG Advisory, LLC
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|
Real Talk Capital, LLC
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Copia Wealth Management
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|
Kensington Asset Management, LLC
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|
Cassaday & Co Wealth Management LLC
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|
MGO Private Wealth, LLC
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|
ODonnell Financial Services, LLC
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|
Rockingstone Advisors LLC
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Courage Miller Partners, LLC
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Berkeley, Inc
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|
Rockefeller Capital Management L.P.
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|
Goepper Burkhardt LLC
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|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
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|
McLean Asset Management Corp
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|
Carnegie Capital Asset Management, LLC
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|
Teachers Insurance & Annuity Association Of America
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Cozad Asset Management Inc
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|
Waterfront Wealth Inc.
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|
Westwood Holdings Group Inc
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Traveka Wealth, LLC
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Zevin Asset Management Llc
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GM Advisory Group, Inc.
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|
Peoples Financial Services Corp.
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|
Meadow Creek Wealth Advisors Llc
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|
Catalyst Financial Partners Llc
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|
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|
Pine Ridge Advisers LLC
|
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|
Schmidt P J Investment Management Inc
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Allium Financial Advisors, Llc
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|
Patriot Investment Management Inc.
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|
Avidian Wealth Solutions, LLC
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|
Horizon Bancorp Inc /in/
|
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Sendero Wealth Management, LLC
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|
First Heartland Consultants, Inc.
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Nilsine Partners, LLC
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Leeward Financial Partners, LLC
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Onyx Bridge Wealth Group LLC
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Tectonic Advisors Llc
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Bright Financial Advisors, Inc.
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Jacobi Capital Management LLC
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Stock Yards Bank & Trust Co
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Leisure Capital Management
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Hm Payson & Co
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Legacy Advisors, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
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Old Port Advisors
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Main Management LLC
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Great Lakes Advisors, Llc
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Noesis Capital Mangement Corp
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Acropolis Investment Management, LLC
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Privium Fund Management (UK) Ltd
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Cornerstone Advisory, LLC
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Mandatum Life Insurance Co Ltd
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Matrix Trust Co
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Private Wealth Group, LLC
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Clarkston Capital Partners, LLC
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MPS Loria Financial Planners, LLC
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Partners in Financial Planning
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Petredis Investment Advisors Llc
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Keystone Financial Services, LLC
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Fifth Third Wealth Advisors LLC
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JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
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Fisher Asset Management, LLC
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Accelerate Investment Advisors LLC
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ZEGA Investments, LLC
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Bank Of Montreal /can/
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Thompson Investment Management, Inc.
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Potentia Wealth
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
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Madrona Financial Services, LLC
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Moneta Group Investment Advisors Llc
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EWG Elevate Inc.
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Seneca Financial Advisors LLC
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Galvin, Gaustad & Stein, LLC
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Kmg Fiduciary Partners, Llc
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Millstone Evans Group, LLC
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OneAscent Financial Services LLC
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Benchmark Investment Advisors LLC
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Cooperman Leon G
|
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Lodestone Wealth Management LLC
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San Luis Wealth Advisors LLC
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Trinity Financial Advisors LLC
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Dagco, Inc.
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Walleye Capital LLC
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NewEdge Wealth, LLC
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Winnow Wealth Llc
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Joel Isaacson & Co., LLC
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
|
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Exchange Bank
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Oak Family Advisors, Llc
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QTR Family Wealth, LLC
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Ruedi Wealth Management, Inc.
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Davidson Investment Advisors
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Nadler Financial Group, Inc.
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Armstrong Advisory Group, Inc
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Fiduciary Advisors, Inc.
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Arlington Trust Co LLC
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Canandaigua National Trust Co of Florida
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ABLE Financial Group, LLC
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New York Life Insurance Co
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American Capital Advisory, LLC
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North Capital, Inc.
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Crown Wealth Group, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Rosenblum Silverman Sutton S F Inc /ca
|
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Phillips Wealth Planners LLC
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Johnson Financial Group, LLC
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Live Oak Investment Partners
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Steel Peak Wealth Management LLC
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|
|
Signature Securities Group Corporation
|
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|
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|
Abundance Wealth Counselors
|
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Jordan Park Group LLC
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Prosperity Consulting Group, LLC
|
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Waterway Wealth Management, LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Pfc Capital Group, Inc.
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3Chopt Investment Partners, LLC
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FJ Investments, LLC
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Defender Capital, LLC.
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Old Mission Capital Llc
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NRI Wealth Management LC
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Claro Advisors LLC
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Pacific Asset Management, LLC
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Two Sigma Securities, Llc
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Wells Financial Advisors INC
|
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Pacific Point Advisors, LLC
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Seacrest Wealth Management, Llc
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Warther Private Wealth, LLC
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Cresset Asset Management, LLC
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Bangor Savings Bank
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White Knight Strategic Wealth Advisors, LLC
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Northstar Financial Companies, Inc.
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Keel Point, LLC
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Lifeworks Advisors, LLC
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Parr Mcknight Wealth Management Group, Llc
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Titleist Asset Management, Llc
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Oak Hill Wealth Advisors, Llc
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Exchange Traded Concepts, Llc
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Summit Wealth Group Llc / Co
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Safeguard Investment Advisory Group, LLC
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Jackson Hole Capital Partners, LLC
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UBS Group AG
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SkyOak Wealth, LLC
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Aviance Capital Partners, LLC
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Buckhead Capital Management Llc
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N.E.W. Advisory Services LLC
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Tortoise Investment Management, LLC
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Guardian Financial Partners, LLC
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Battery Global Advisors, LLC
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Smith Thornton Advisors LLC
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Dodds Wealth, LLC
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|
|
EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
|
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Gotham Asset Management, LLC
|
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MGB Wealth Management, LLC
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Vision Financial Markets Llc
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Owen LaRue, LLC
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CoreCap Advisors, LLC
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Index Fund Advisors, Inc.
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First National Corp /ma/ /adv
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MKT Advisors LLC
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Financial Sense Advisors, Inc.
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IFS Advisors, LLC
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Plancorp, LLC
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Marietta Investment Partners Llc
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Dorsey & Whitney Trust CO LLC
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Ogorek Anthony Joseph /ny/ /adv
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Advisory Alpha, LLC
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Thomist Capital Management, LP
|
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Lakewood Asset Management LLC
|
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|
Sunbeam Capital Management, LLC
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
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|
F/M Investments LLC
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Navis Wealth Advisors, LLC
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Ballast, Inc.
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Aspire Growth Partners LLC
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Stokes Family Office, LLC
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Korea Investment CORP
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Wedbush Securities Inc
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ProVise Management Group, LLC
|
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Reliant Investment Partners, LLC
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Blue Bell Private Wealth Management, Llc
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Nemes Rush Group LLC
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Beckerman Institutional, LLC
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Shakespeare Wealth Management, Inc.
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Royal Bank Of Canada
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Wiley Bros.-aintree Capital, Llc
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Lido Advisors, LLC
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Oak Wealth Advisors LLC
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Austin Private Wealth, LLC
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180 Wealth Advisors, Llc
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Prospera Financial Services Inc
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Diversify Advisory Services, LLC
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ORG Wealth Partners, LLC
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IMA Wealth, Inc.
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Man Group plc
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Westwood Wealth Management
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Financial Management Professionals, Inc.
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|
Ulland Investment Advisors, LLC
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Aries Wealth Management
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|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
|
Optimum Investment Advisors
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|
|
Beacon Financial Advisory LLC
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|
Beirne Wealth Consulting Services, LLC
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Crux Wealth Advisors
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Cornerstone Wealth Advisors, Inc.
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Alpha Financial Partners, LLC
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Hikari Tsushin, Inc.
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Legacy Wealth Asset Management, LLC
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Summit Financial, LLC
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|
Adams Wealth Management
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|
CV Advisors LLC
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|
|
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|
Lutz Financial Services LLC
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|
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|
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
|
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|
|
|
|
Rsm Us Wealth Management Llc
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|
Cerity Partners LLC
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BOCHK Asset Management Ltd
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GGM Financials LLC
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Sharkey, Howes & Javer
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Legacy Financial Group, Inc.
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Berkeley Capital Partners, LLC
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Phillips Financial Management, Llc
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Vanguard Group Inc
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Victory Financial Group, Llc
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Marble Harbor Investment Counsel, LLC
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Synergy Financial Group, LTD
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Fogel Capital Management, Inc.
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Professional Financial Advisors, LLC
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Missouri Trust & Investment Co
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|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
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|
|
|
Investment Advisory Group, LLC
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River Street Advisors LLC
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Lbmc Investment Advisors, Llc
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Transce3nd, LLC
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Shaker Investments Llc/oh
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Christensen, King & Associates Investment Services, Inc.
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Vermillion & White Wealth Management Group, LLC
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Ohio National Investments, Inc.
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True Wealth Design, LLC
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Foronjy Financial Llc
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|
Brave Asset Management Inc
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|
Lazard Asset Management Llc
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|
Discipline Wealth Solutions, LLC
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|
DMKC Advisory Services, LLC
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Capital Advisors Wealth Management, LLC
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SageView Advisory Group, LLC
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Amara Financial, Llc.
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Tull Financial Group, Inc.
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|
Morse Asset Management, Inc
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Parkwoods Wealth Partners, LLC
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My Personal CFO, LLC
|
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|
|
LifeGuide Financial Advisors, LLC
|
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|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
First PREMIER Bank
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Wall Street Access Asset Management, LLC
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Valmark Advisers, Inc.
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High Net Worth Advisory Group LLC
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Compass Financial Group, Inc.
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|
Marotta Asset Management
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Bare Financial Services, Inc
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Aire Advisors, Llc
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|
Sunesis Advisors, LLC
|
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United Asset Strategies, Inc.
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|
United Bank
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|
Patron Partners Advisors, Llc
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
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|
Waldron Private Wealth LLC
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|
Texas Yale Capital Corp.
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|
Atomi Financial Group, Inc.
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|
Insigneo Advisory Services, Llc
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Financial Counselors Inc
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|
Greenleaf Trust
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Palacios Wealth Management, LLC
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Black Swift Group, LLC
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|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Applied Capital LLC
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|
|
Oppenheimer & Co Inc
|
|
|
|
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|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Wedmont Private Capital
|
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|
|
|
Altfest L J & Co Inc
|
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|
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|
Tolleson Wealth Management, Inc.
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|
Berkshire Money Management, Inc.
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|
E-L Financial Corp Ltd
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|
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|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Platt Investment Counsel, LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Glenmede Investment Management, LP
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|
Tme Financial, Inc.
|
|
|
|
|
|
Claris Financial LLC
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|
|
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|
Sagace Wealth Management LLC
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Apollon Wealth Management, LLC
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Colorado Capital Management, Inc.
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|
Heritage Investment Group, Inc.
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Park Square Financial Group, LLC
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River Wealth Advisors LLC
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American Family Investments, Inc.
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Mission Creek Capital Partners, Inc.
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Nicolet Advisory Services, Llc
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Triasima Portfolio Management inc.
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|
Levin Capital Strategies, L.p.
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|
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|
Sage Investment Counsel LLC
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|
Interactive Financial Advisors
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|
Level Four Advisory Services, Llc
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|
Bedel Financial Consulting, Inc.
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|
Mittelman Wealth Management
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|
eCIO, Inc.
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|
Quadrant Private Wealth Management, LLC
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|
Legacy Capital Wealth Partners, LLC
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|
Staley Capital Advisers Inc
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|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Financial Life Planners
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|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
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|
Avaii Wealth Management, Llc
|
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|
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|
Boreal Capital Management LLC
|
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|
Sentinus, LLC
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Silver Oak Wealth Advisors Services, Llc
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|
Climber Capital SA
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|
J Hagan Capital, Inc.
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|
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PrairieView Partners, LLC
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Clear Harbor Asset Management, LLC
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Paragon Private Wealth Management, LLC
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Hobart Private Capital, LLC
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Pegasus Asset Management, Inc.
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Hanson & Doremus Investment Management
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VestGen Advisors, LLC
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ICONIQ Capital, LLC
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Strengthening Families & Communities, LLC
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Arrien Investments, Inc.
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Elevate Wealth Advisory, Inc
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First American Financial Corp
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Envision Financial LLC
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Sumitomo Mitsui Financial Group, Inc.
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Haverford Trust Co
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Smith Anglin Financial, LLC
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Fwl Investment Management, Llc
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Private Advisory Group LLC
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Summit Investment Advisors, Inc.
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WASHINGTON TRUST Co
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Compass Ion Advisors, LLC
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SageOak Financial, LLC
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Worth Asset Management, LLC
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Lafayette Investments, Inc.
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Comerica Bank
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Rakuten Securities, Inc.
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Elevate Capital Advisors, LLC
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LOM Asset Management Ltd
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49 Wealth Management, Llc
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Fourth Dimension Wealth, LLC
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Old North State Wealth Management, LLC
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Smartleaf Asset Management LLC
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Arbor Trust Wealth Advisors, Llc
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Conquis Financial Llc
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Gradient Capital Advisors, LLC
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Summit X, LLC
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Meeder Advisory Services, Inc.
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AllSquare Wealth Management LLC
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AllGen Financial Advisors, Inc.
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Gentry Private Wealth, Llc
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Embree Financial Group
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Beacon Investment Advisory Services, Inc.
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Wrenne Financial Planning LLC
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Core Wealth Partners LLC
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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Haven Private, LLC
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Rakuten Investment Management, Inc.
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Highline Wealth Partners Llc
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Stonebrook Private Inc.
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TrueWealth Advisors, LLC
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Willis Investment Counsel
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Verus Capital Partners, Llc
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Prudent Man Advisors, LLC
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Naviter Wealth, LLC
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Allen Mooney & Barnes Investment Advisors LLC
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Wealth Management Nebraska
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Vise Technologies, Inc.
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Franklin, Parlapiano, Turner & Welch, LLC
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Hill Island Financial Llc
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American Institute for Advanced Investment Management, LLP
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BTC Capital Management, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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HighTower Advisors, LLC
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Cary Street Partner Investment Advisory Llc
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Certus Wealth Management, LLC
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Grove Bank & Trust
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Fiduciary Wealth Partners, LLC
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Peninsula Asset Management Inc
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Securian Asset Management, Inc
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Private Capital Management, LLC
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Gries Financial Llc
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Armor Investment Advisors, LLC
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Orion Capital Management LLC
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Atticus Wealth Management, Llc
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Manufacturers Life Insurance Company, The
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HB Wealth Management, LLC
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Hughes Financial Services, LLC
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Blue Square Asset Management, Llc
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Gallagher Fiduciary Advisors, LLC
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Balentine LLC
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Alerus Financial Na
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Eagle Wealth Strategies Llc
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Westshore Wealth, LLC
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Ariston Services Group
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4wealth Advisors, Inc.
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State of Tennessee, Treasury Department
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BetterWealth, LLC
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Fort Vancouver Investment Management, LLC
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Fayez Sarofim & Co
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FineMark National Bank & Trust
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Retirement Planning Group
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Northeast Investment Management
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ERn Financial, LLC
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Equitable Holdings, Inc.
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PUREfi Wealth, LLC
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Guardian Partners Inc.
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Verde Capital Management
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AMJ Financial Wealth Management
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Sei Investments Co
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Stone House Investment Management, LLC
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SP Asset Management LLC
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Napatree Capital Llc
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Baker Boyer National Bank
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Wealthbridge Capital Management, Llc
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Makena Capital Management Llc
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Broadleaf Partners, LLC
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Colton Groome Financial Advisors, Llc
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Pullen Investment Management, LLC
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Trellis Wealth Advisors LLC
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Kestra Advisory Services, LLC
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Diversified Enterprises, LLC
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Capstone Wealth Management Group, Llc
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Sulzberger Capital Advisors, Inc.
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Coco Enterprises, LLC
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Birch Hill Investment Advisors LLC
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Human Investing LLC
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Values Added Financial LLC
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McNamara Financial Services, Inc.
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FSA Advisors, Inc.
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Nan Shan Life Insurance Co., Ltd.
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Balboa Wealth Partners
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
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Summit Investment Advisory Services, LLC
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Aspiring Ventures, LLC
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Gibbs Wealth Management
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Canvas Wealth Advisors, LLC
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Capstone Financial Advisors, Inc.
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Vista Investment Partners Llc
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Glassy Mountain Advisors, Inc.
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OneAscent Wealth Management LLC
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Taurus Asset Management, Llc
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Fielder Capital Group LLC
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Bryant Woods Investment Advisors, LLC
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Guardian Wealth Advisors, LLC
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Azimuth Capital Investment Management LLC
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Hassell Wealth Management, LLC
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PCG Wealth Advisors, LLC
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Vident Advisory, LLC
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Hiley Hunt Wealth Management
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Verdence Capital Advisors LLC
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Canandaigua National Bank & Trust Co
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Pinkerton Retirement Specialists, LLC
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Five Pine Wealth Management
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First Command Advisory Services, Inc.
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Thompson Davis & Co., Inc.
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Diversified Trust Co
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Meridian Management Co
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Hidden Cove Wealth Management, LLC
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Transatlantique Private Wealth Llc
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Davidson Kahn Capital Management, LLC
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Westfuller Advisors, LLC
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Obsidian Personal Planning Solutions LLC
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Sprinkle Financial Consultants LLC
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Synovus Financial Corp
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Great Waters Wealth Management
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Clarendon Private LLC
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Novem Group
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Grimes & Company, Inc.
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Destination Wealth Management
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ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
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Wealthedge Investment Advisors, Llc
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Adviser Investments LLC
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Eight 31 Financial Llc
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Centerpoint Advisory Group
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Conrad Siegel Investment Advisors, Inc.
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Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
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Eisler Capital Management Ltd.
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Buffington Mohr McNeal
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Congress Asset Management Co /ma
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Kilter Group LLC
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Cyndeo Wealth Partners, LLC
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Private Trust Co Na
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Archetype Wealth Partners
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Elwood & Goetz Wealth Advisory Group, LLC
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Private Client Services, Llc
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Edmond De Rothschild Holding S.a.
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Continuum Advisory, LLC
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Sky Investment Group LLC
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Marex Group plc
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Trivant Custom Portfolio Group, LLC
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Dudley Capital Management, Llc
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Global Endowment Management, LP
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Costello Asset Management, INC
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Aspen Grove Capital, LLC
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Mackenzie Financial Corp
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Firestone Capital Management
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Good Steward Wealth Advisors,LLC
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Charles Schwab Trust Co
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Quent Capital, LLC
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Stordahl Capital Management, Inc.
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Paragon Advisors, LLC
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Procyon Private Wealth Partners, LLC
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Bedell Frazier Investment Counseling, LLC
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Allworth Financial LP
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Actinver Wealth Management, Inc.
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Caitlin John, LLC
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K2 Principal Fund, L.p.
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Davis Capital Management
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Cercano Management LLC
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Raab & Moskowitz Asset Management LLC
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First Bank & Trust
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Mcmorgan & Co Llc
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Presper Financial Architects, LLC
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Buckingham Strategic Partners
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Woodside Wealth Management LLC
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Independent Family Office, LLC
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Anchor Investment Management, LLC
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Okabena Investment Services Inc
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Ritholtz Wealth Management
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Pasadena Private Wealth, LLC
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Delap Wealth Advisory, Llc
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Foster Dykema Cabot & Partners, Llc
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CNB Bank
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Childress Capital Advisors, Llc
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NorthRock Partners, LLC
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Arkadios Wealth Advisors
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Armbruster Capital Management, Inc.
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CarsonAllaria Wealth Management, Ltd.
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GeoWealth Management, LLC
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Patton Albertson Miller Group, Llc
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Aufman Associates Inc
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Plan Group Financial, LLC
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Insight Inv LLC
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Moloney Securities Asset Management, LLC
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Stephens Consulting, LLC
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Harbor Group, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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jvl associates llc
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Everhart Financial Group, Inc.
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Savant Capital, LLC
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Bfsg, Llc
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one8zero8, LLC
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Pathway Financial Advisers, LLC
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Founders Grove Wealth Partners, Llc
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Granite FO LLC
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Resources Management Corp /ct/ /adv
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Norden Group Llc
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Philadelphia Trust Co
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Landing Point Financial Group, LLC
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McHugh Group, LLC
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Five Oceans Advisors
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Pathstone Holdings, LLC
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Duncan Williams Asset Management, LLC
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Horizon Financial Services, Llc
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Df Dent & Co Inc
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Cadent Capital Advisors, LLC
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Wellington Capital Management, Inc.
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Traction Financial Partners, LLC
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Promus Capital, LLC
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1776 Wealth LLC
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Bordeaux Wealth Advisors LLC
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Grant Street Asset Management, Inc.
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Operose Advisors LLC
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AdvisorNet Financial, Inc
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Fortitude Advisory Group L.L.C.
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MSA Advisors, LLC
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Front Row Advisors LLC
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Kcm Investment Advisors Llc
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Schiavi & Co LLC
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Riggs Asset Managment Co. Inc.
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V2 Financial group LLC
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Hamilton Point Investment Advisors, LLC
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Forefront Wealth Management Inc.
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Welch Capital Partners Llc/ny
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
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Grange Capital, LLC
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Caldwell Securities, Inc
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Decker Retirement Planning Inc.
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Alliance Wealth Advisors, LLC
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SpringVest Wealth Management LLC
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Pandi, LLC
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Van Eck Associates Corp
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Viewpoint Investment Partners Corp
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Retirement Planning Group, Llc / Ny
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Associated Banc-corp
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Headlands Technologies LLC
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Frazier Financial Advisors, LLC
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Aegis Wealth Management LLC
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Satovsky Asset Management Llc
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Patriot Financial Group Insurance Agency, LLC
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HHM Wealth Advisors, LLC
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Cyr Financial Inc.
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Capital Advisors Inc/ok
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Crumly & Associates Inc.
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Cornerstone Wealth Group, LLC
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Ascent Wealth Partners, LLC
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PBMares Wealth Management LLC
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PACK Private Wealth, LLC
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McClarren Financial Advisors, Inc.
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Successful Portfolios LLC
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Partners Wealth Management, Llc
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FSC Wealth Advisors, LLC
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GFS Advisors, LLC
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Hollencrest Capital Management
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Synergy Investment Management, LLC
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Safir Wealth Advisors, LLC
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EdgeRock Capital LLC
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Weinberger Asset Management, Inc
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Solidarilty Wealth, LLC
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Financial Partners Group, LLC
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Pacific Capital Wealth Advisors, Inc
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Fairfax Financial Holdings Ltd/ Can
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Sittner & Nelson, Llc
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Tarbox Family Office, Inc.
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ALM First Financial Advisors, LLC
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OVLH - Listed Funds Trust - Overlay Shares Hedged Large Cap Equity ETF
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Pinnacle Financial Partners Inc
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SOUTH STATE Corp
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Atlantic Private Wealth, LLC
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Payden & Rygel
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Arcadia Investment Advisors Llc
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Francis Financial, Inc.
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Power Wealth Management Llc
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SMI Advisory Services, LLC
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Mason Investment Advisory Services, Inc.
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Unique Wealth, Llc
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Centerpoint Advisors, LLC
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Golden State Equity Partners
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Wallace Capital Management Inc.
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Manning & Napier Advisors Llc
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Darden Wealth Group Inc
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Freestate Advisors LLC
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Hilltop Wealth Advisors, Llc
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Fountainhead AM, LLC
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Americana Partners, LLC
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Precedent Wealth Partners, Llc
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Stuart Chaussee & Associates, Inc.
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United Services Automobile Association
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Dunhill Financial, LLC
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Kestra Investment Management, LLC
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Glaxis Capital Management, LLC
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Jaffetilchin Investment Partners, LLC
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Opus Capital Group, LLC
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Manhattan West Asset Management, LLC
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JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
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IAG Wealth Partners, LLC
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Pineridge Advisors LLC
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Family Management Corp
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Mcrae Capital Management Inc
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Salem Investment Counselors Inc
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Seven Post Investment Office LP
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Country Trust Bank
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Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares
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Grant/GrossMendelsohn, LLC
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Oak Root LLC
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Old National Bancorp /in/
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Zions Bancorporation, National Association /ut/
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Bishop & Co Investment Management, LLC
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DB Fitzpatrick & Co, Inc
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Optivise Advisory Services LLC
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GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
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Summit Global Investments
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Prospect Financial Services LLC
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RMG Wealth Management LLC
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LPF Advisors LLC
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Strategic Wealth Partners, Ltd.
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Prudential Plc
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Leading Edge Financial Planning LLC
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Guardian Wealth Advisors, Llc / Nc
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Kestra Private Wealth Services, Llc
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Jackson Wealth Management, LLC
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Commons Capital, Llc
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Sowell Financial Services LLC
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Tillman Hartley LLC
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Refined Wealth Management
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Cullen Investment Group, Ltd.
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LRI Investments, LLC
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Harvest Investment Services, LLC
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Intellus Advisors LLC
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Columbus Macro, LLC
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Coastline Trust Co
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Triad Wealth Partners, LLC
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Iron Horse Wealth Management, LLC
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Pnc Financial Services Group, Inc.
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First Financial Bank - Trust Division
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AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
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Silverlake Wealth Management Llc
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Net Worth Advisory Group
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Orion Portfolio Solutions, LLC
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Hickory Asset Management, Inc.
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Sanibel Captiva Trust Company, Inc.
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First Western Trust Bank
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First National Bank Sioux Falls
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Golden State Wealth Management, LLC
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ForthRight Wealth Management, LLC
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Silvercrest Asset Management Group Llc
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Centaurus Financial, Inc.
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Paradigm Financial Partners, Llc
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DSCF - Alpha Architect ETF Trust - Discipline Fund ETF
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Taylor, Cottrill, Erickson & Associates, Inc.
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Perfromance Wealth Partners, LLC
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Warwick Investment Management, Inc.
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Bristlecone Advisors, LLC
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Poinciana Advisors Group, Llc
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Atwood & Palmer Inc
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Roth Financial Partners LLC
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Ieq Capital, Llc
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Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
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PFG Advisors
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Kmt Wealth Management, Llc
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Rappaport Reiches Capital Management, LLC
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Alta Wealth Advisors LLC
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Apollon Financial, LLC
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Wealth Dimensions Group, Ltd.
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New Age Alpha Advisors, LLC
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Leelyn Smith, LLC
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Axa S.a.
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Optimist Retirement Group LLC
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Fortress Private Ledger, Llc
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Towercrest Capital Management
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Twele Capital Management, Inc.
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Umb Bank N A/mo
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Sigma Investment Counselors Inc
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OLIO Financial Planning
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Vista Private Wealth Partners. LLC
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Miracle Mile Advisors, LLC
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Gold Investment Management Ltd.
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Dodge & Cox
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Graney & King, LLC
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LJI Wealth Management, LLC
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Foster Victor Wealth Advisors, LLC
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Mustard Seed Financial, LLC
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Sand Hill Global Advisors, LLC
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Legacy Wealth Management, LLC / MS
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Icon Wealth Advisors, LLC
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Motley Fool Wealth Management, LLC
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Syon Capital Llc
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Sincerus Advisory, LLC
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Cooper/haims Advisors, Llc
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Fulton Bank, N.a.
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Robinson Smith Wealth Advisors Llc
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
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Kingdom Financial Group LLC.
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Clarity Wealth Advisors, LLC
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Riversedge Advisors, Llc
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Vermillion Wealth Management, Inc.
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Mallini Complete Financial Planning LLC
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Financial Connections Group, Inc.
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Wellington Shields & Co., LLC
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Circle Wealth Management, LLC
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Silver Oak Advisory Group, Inc.
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LifeSteps Financial, Inc.
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West Bancorporation Inc
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Goodwin Investment Advisory
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Exeter Financial, LLC
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Novak & Powell Financial Services, Inc.
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Signal Tree Financial Partners Llc
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Taylor Hoffman Capital Management LLC
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Ruane, Cunniff & Goldfarb L.P.
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Chemistry Wealth Management LLC
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Millburn Ridgefield Corp
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Cibc World Markets Corp
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David R. Rahn & Associates Inc.
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Minot DeBlois Advisors LLC
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Cobblestone Capital Advisors Llc /ny/
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Fairvoy Private Wealth, LLC
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First Citizens Financial Corp
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Cedar Wealth Management, LLC
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McCollum Christoferson Group LLC
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Harbour Investments, Inc.
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Anchor Capital Advisors Llc
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GFG Capital, LLC
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Forte Capital Llc /adv
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Sun Life Financial Inc
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Td Private Client Wealth Llc
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Merkkuri Wealth Advisors LLC
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Kera Capital Partners, Inc.
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Crestwood Advisors Group LLC
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Bowman & Co S.C.
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Vertex Planning Partners, LLC
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AAFCPAs Wealth Management, LLC
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Nations Financial Group Inc, /ia/ /adv
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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Asset Dedication, LLC
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Empirical Asset Management, LLC
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Financial Advisory Service, Inc.
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Penney Financial, LLC
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CPR Investments Inc.
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Simon Quick Advisors, Llc
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Cim, Llc
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Morris Financial Concepts, Inc.
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Hershey Financial Advisers, LLC
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Sofos Investments, Inc.
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Hoge Financial Services, Llc
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Howard Bailey Securities, Llc
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Capital Group Private Client Services, Inc.
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Trust Co of the South
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Landaas & Co /wi /adv
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OVL - Listed Funds Trust - Overlay Shares Large Cap Equity ETF
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SoundView Advisors Inc.
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Redwood Investment Management, Llc
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Provident Wealth Management, LLC
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Rehmann Capital Advisory Group
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Jones Financial Companies Lllp
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Empowered Funds, LLC
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PKS Advisory Services, LLC
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David J Yvars Group
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Summit Financial Wealth Advisors, LLC
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New York Life Investment Management Llc
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Generation Capital Management LLC
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Liquid Strategies, LLC
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Capital Insight Partners, Llc
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Retirement Financial Solutions, Llc
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Yarger Wealth Strategies, Llc
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DecisionMap Wealth Management, LLC
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Ameritas Investment Partners, Inc.
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Family Wealth Group, LLC
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Chelsea Counsel Co
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Newman Dignan & Sheerar, Inc.
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Nottingham Advisors, Inc.
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Marcum Wealth, LLC
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Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
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|
Greenwood Gearhart Inc
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Strategic Blueprint, LLC
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Moody Lynn & Lieberson, Llc
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Clarius Group, LLC
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Relyea Zuckerberg Hanson LLC
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Live Oak Private Wealth LLC
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Stratos Wealth Advisors, LLC
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KC Investment Advisors, LLC
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Masso Torrence Wealth Management Inc.
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JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
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Joule Financial, LLC
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RKL Wealth Management LLC
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FOCUS Wealth Advisors, LLC
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Ausdal Financial Partners, Inc.
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Concord Asset Management, LLC/VA
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Glenmede Trust Co Na
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Inscription Capital, LLC
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Argonautica Private Wealth Management, Inc
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Miller Investment Management, LP
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Edgemoor Investment Advisors, Inc.
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Shepherd Financial Partners LLC
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Stanich Group LLC
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Lvm Capital Management Ltd/mi
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Duncker Streett & Co Inc
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Wealthcare Capital Management Llc
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Invictus Private Wealth, Llc
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Reliant Wealth Planning
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Sargent Investment Group, LLC
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WealthCare Investment Partners, LLC
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Mycio Wealth Partners, Llc
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Unconventional Investor, LLC
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LPL Financial LLC
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Truepoint, Inc.
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BCK Partners, Inc.
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LS Investment Advisors, LLC
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McCarthy Grittinger Financial Group, LLC
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Lake Hills Wealth Management, LLC
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Lynch Asset Management, Inc.
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First City Capital Management, Inc.
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City Holding Co
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D. Scott Neal, Inc.
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Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
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Planning Center, Inc.
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AE Wealth Management LLC
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Kure Advisory, LLC
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Joseph P. Lucia & Associates, LLC
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GIAX - Tidal Trust II - Nicholas Global Equity and Income ETF
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|
Agur Provident & Training Funds Management Ltd
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Heritage Wealth Advisors
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CapWealth Advisors, LLC
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Brandywine Oak Private Wealth Llc
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Sequent Asset Management, LLC
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Legacy Financial Strategies, LLC
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Parkside Advisors LLC
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Virtus Wealth Solutions LLC
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Boston Trust Walden Corp
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WFA of San Diego, LLC
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Portland Global Advisors LLC
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Montecito Bank & Trust
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Webster Bank, N. A.
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Inspire Advisors, LLC
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Standard Family Office LLC
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Cahaba Wealth Management, Inc.
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Clearview Wealth Advisors LLC
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Ironwood Financial, llc
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VisionPoint Advisory Group, LLC
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Analyst IMS Investment Management Services Ltd.
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Trexquant Investment LP
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Traphagen Investment Advisors Llc
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Defined Wealth Management, Llc
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Harwood Advisory Group, LLC
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Pettyjohn, Wood & White, Inc
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Narus Financial Partners, LLC
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Asset Allocation Strategies LLC
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Ledyard National Bank
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Financial Management Network Inc
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Citadel Advisors Llc
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Acima Private Wealth, Llc
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Gerber Kawasaki Wealth & Investment Management
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Rice Partnership, LLC
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Second Line Capital, LLC
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Beck Capital Management, Llc
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Summit Wealth Group, LLC
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WESPAC Advisors, LLC
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Carson Advisory Inc.
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HCR Wealth Advisors
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Robbins Farley Llc
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Valued Retirements, Inc.
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Etesian Wealth Advisors, Inc.
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RWM Asset Management, LLC
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EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
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Advantage Trust Co
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Hudson Bay Capital Management LP
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Regatta Capital Group, Llc
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Central Bank & Trust Co
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Verity Asset Management, Inc.
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Teacher Retirement System Of Texas
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Nicholas Hoffman & Company, LLC.
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Novus Advisors, Llc
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Strategy Asset Managers Llc
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PFG Investments, LLC
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RMB Capital Management, LLC
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Founders Financial Securities Llc
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Boyd Watterson Asset Management Llc/oh
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BluePointe Capital Management, LLC
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Performa Ltd (US), LLC
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Wealth Management Resources, Inc.
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Avion Wealth
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Sandy Cove Advisors, LLC
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Clal Insurance Enterprises Holdings Ltd
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O'Connor Financial Group LLC
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Madison Wealth Partners, Inc
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Sax Wealth Advisors, Llc
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Benchmark Financial Wealth Advisors, LLC
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Hopwood Financial Services, Inc.
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Schroder Investment Management Group
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AIFG Consultants Ltd.
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Briaud Financial Planning, Inc
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Confluence Wealth Services, Inc.
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Hazlett, Burt & Watson, Inc.
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Boomfish Wealth Group, LLC
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CAPROCK Group, Inc.
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Innovative Wealth Building LLC
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JNBA Financial Advisors
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Allie Family Office LLC
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Segment Wealth Management, LLC
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Voya Investment Management Llc
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Urban Financial Advisory Corp
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Trust Co
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Sterling Investment Counsel, LLC
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Stifel Financial Corp
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Global Wealth Management Investment Advisory, Inc.
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Wealth Alliance
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Mesirow Financial Investment Management, Inc.
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Seven Mile Advisory
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Icapital Wealth Llc
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Fiduciary Alliance LLC
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Global Financial Private Client, LLC
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Dominguez Wealth Management Solutions, Inc.
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Ensign Peak Advisors, Inc
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Retirement Wealth Solutions LLC
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Fee-Only Financial Planning, L.C.
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Southeast Asset Advisors Inc.
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First Wilshire Securities Management Inc
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Tradewinds, LLC.
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Oxler Private Wealth LLC
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Axis Capital Holdings Ltd
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Black Diamond Financial, LLC
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Sterling Capital Management LLC
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Jupiter Wealth Management LLC
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Infinity Wealth Counsel, LLC
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RDA Financial Network
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Interchange Capital Partners, LLC
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GAM Holding AG
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Revolve Wealth Partners, LLC
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Trust Co of Tennessee
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Encompass More Asset Management
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Team Hewins, LLC
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Centric Wealth Management
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Pennsylvania Capital Management Inc /adv
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Berkshire Asset Management Llc/pa
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Lakeside Advisors, INC.
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Connable Office Inc
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Carrera Capital Advisors
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Cordant, Inc.
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Cascade Financial Partners, LLC
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BCJ Capital Management, LLC
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Xcel Wealth Management, LLC
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First Horizon Advisors, Inc.
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HAP Trading, LLC
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Evercore Wealth Management, LLC
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BancFirst Trust & Investment Management
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Family Wealth Partners, Llc
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Richardson Capital Management LLC
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Advyzon Investment Management, LLC
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Measured Wealth Private Client Group, LLC
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Hsbc Holdings Plc
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Per Stirling Capital Management, LLC.
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Tounjian Advisory Partners, Llc
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Peregrine Asset Advisers, Inc.
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University Of Chicago
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Lauterbach Financial Advisors, LLC
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Headinvest, Llc
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GEM Asset Management, LLC
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Woodmont Investment Counsel Llc
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Williams & Novak, LLC
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LGT Financial Advisors LLC
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LifeWealth Investments, LLC
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Bravias Capital Group, LLC
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C M Bidwell & Associates Ltd
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Hancock Prospecting Pty Ltd
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Thomasville National Bank
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Pin Oak Investment Advisors Inc
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Silver Coast Investments LLC
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TradeWell Securities, LLC.
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Hemenway Trust Co LLC
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Horizon Investments, LLC
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Mechanics Financial Corp
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Kingswood Wealth Advisors, Llc
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WealthCollab, LLC
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N/A - Clayton Street Trust - Protective Life Dynamic Allocation Series - Conservative Portfolio
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Financial Advisory Corp /ut/ /adv
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SilverOak Wealth Management LLC
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Ironwood Investment Counsel, LLC
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SwitchPoint Financial Planning, LLC
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American Trust
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Chiron Capital Management, Llc
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Lincoln Capital LLC
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Brookwood Investment Group LLC
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Stonebridge Financial Group, LLC
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Hunter Associates Investment Management Llc
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Madison Asset Management, LLC
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Investment Partners Asset Management, Inc.
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Badgley Phelps Wealth Managers, LLC
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Compass Planning Associates Inc
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Garland Capital Management Inc
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Berger Financial Group, Inc
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1620 Investment Advisors, Inc.
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Simmons Bank
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Independence Financial Advisors, LLC
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Financial Perspectives, Inc
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Welch Group, LLC
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Janus Henderson Group Plc
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Drucker Wealth 3.0, LLC
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Retirement Systems of Alabama
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Ameritas Advisory Services, LLC
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Great Oak Capital Partners, Llc
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Swp Financial Llc
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Hardin Capital Partners, LLC
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E Fund Management (Hong Kong) Co., Ltd.
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Financial Advisory Partners, Llc
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Asset Management One Co., Ltd.
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Deane Retirement Strategies, Inc.
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Kelman-Lazarov, Inc.
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Stony Point Wealth Management Inc.
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McGuire Investment Group, LLC
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Simplicity Wealth,LLC
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Inman Jager Wealth Management, LLC
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Fort Sheridan Advisors Llc
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Schrum Private Wealth Management LLC
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Smith, Moore & Co.
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|
Becker Capital Management Inc
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Stone Point Wealth LLC
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Acorn Financial Advisory Services Inc /adv
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Modera Wealth Management, LLC
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|
Up Strategic Wealth Investment Advisors Llc
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Greystone Financial Group, LLC
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Catalyst Capital Advisors LLC
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Rf&l Wealth Management, Llc
|
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Proficio Capital Partners LLC
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IHT Wealth Management, LLC
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|
Turtle Creek Wealth Advisors, LLC
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|
Two West Capital Advisors LLC
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|
Money Concepts Capital Corp
|
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|
First Interstate Bank
|
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|
Pine Harbor Wealth Management, LLC
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FourThought Financial Partners, LLC
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New Republic Capital, LLC
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BCS Private Wealth Management, Inc.
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Magnus Financial Group LLC
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Magnolia Private Wealth, LLC
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Regions Financial Corp
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|
Boston Private Wealth Llc
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|
Bartlett & Co. Wealth Management Llc
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DLD Asset Management, LP
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|
Consilio Wealth Advisors, Llc
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Marino, Stram & Associates Llc
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Journey Beyond Wealth, LLC
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Brown Advisory Inc
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Schoolcraft Capital LLC
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Financial Gravity Companies, Inc.
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Wells Fargo & Company/mn
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Level Financial Advisors, Inc.
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SlateStone Wealth, LLC
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Skopos Labs, Inc.
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Holderness Investments Co
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First Manhattan Co
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Rialto Wealth Management, LLC
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SG Americas Securities, LLC
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Barnes Dennig Private Wealth Management LLC
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Roundview Capital LLC
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Market Street Wealth Management Advisors Llc
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Steigerwald, Gordon & Koch Inc.
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JMG Financial Group, Ltd.
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CFNDX - PFS FUNDS - Cargile Fund
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Providence Capital Advisors, LLC
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Yarbrough Capital, LLC
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Accurate Wealth Management, LLC
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Camden Capital, LLC
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|
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
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|
Morton Brown Family Wealth, LLC
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LVW Advisors, LLC
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Wingate Wealth Advisors, Inc.
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Cm Wealth Advisors Llc
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Trevian Wealth Management LLC
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Brand Asset Management Group, Inc.
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Blue Investment Partners LLC
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Orcam Financial Group
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Martin Worley Group
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Allegiance Financial Group Advisory Services LLC
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Clarity Asset Management, Inc.
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Mather Group, Llc.
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Mystic Asset Management, Inc.
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Rathbone Brothers plc
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Abbot Financial Management, Inc.
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LaSalle St. Investment Advisors, LLC
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Cynosure Management, Llc
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First American Bank
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Wellspring Financial Advisors, LLC
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|
Bluesphere Advisors, LLC
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ORG Partners LLC
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Dohj, Llc
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FSA Wealth Management LLC
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Northeast Financial Group, Inc.
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Capital Management Associates, Inc
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Pilgrim Partners Asia Pte Ltd
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Orser Capital Management, Llc
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JTC Employer Solutions Trusteee Ltd
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Creekside Partners
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Capital Wealth Alliance, LLC
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|
First Bancorp, Inc /ME/
|
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Walled Lake Planning & Wealth Management, Llc
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|
Stolper Co
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Flywheel Private Wealth LLC
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M.e. Allison & Co., Inc.
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|
Curbstone Financial Management Corp
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Aviso Wealth Management
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|
Balanced Wealth Group Llc
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|
Prime Capital Investment Advisors, LLC
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St. Louis Trust Co
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Lwm Advisors Inc
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Bill Few Associates, Inc.
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Carmel Capital Partners, LLC
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Cascades Capital Asset Management, LLC
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Patten & Patten Inc/tn
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GoalVest Advisory LLC
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Pavion Blue Capital, LLC
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Dana Investment Advisors, Inc.
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Cypress Capital Advisors, LLC
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CIBC Asset Management Inc
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Keystone Financial Services
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Burford Brothers, Inc.
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Prosperity Wealth Management, Inc.
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Aquire Wealth Advisors, LLC
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Capital Analysts, Inc.
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Elevated Capital Advisors, LLC
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Chicago Partners Investment Group LLC
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|
Tyler-Stone Wealth Management
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|
Oldfather Financial Services, LLC
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|
Moseley Investment Management Inc
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|
Fairfield University
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|
Wealth Preservation Advisors, LLC
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|
XTX Topco Ltd
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|
Abacus Wealth Partners, LLC
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Sovran Advisors, LLC
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Stockman Wealth Management, Inc.
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Voisard Asset Management Group, Inc.
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|
Kesler, Norman & Wride, LLC
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Fiduciary Trust Co
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|
LexAurum Advisors, LLC
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|
Trifecta Capital Advisors, LLC
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|
|
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|
Commerce Bank
|
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|
Barings Llc
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|
|
|
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|
Advocacy Wealth Management Services, LLC
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|
|
|
|
|
Glass Jacobson Investment Advisors llc
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|
|
|
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|
Great Diamond Partners, LLC
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|
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|
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|
MEMBERS Trust Co
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|
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|
L.m. Kohn & Company
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|
Total Investment Management Inc
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|
Regal Investment Advisors LLC
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|
Drive Wealth Management, Llc
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|
JT Stratford LLC
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|
Strategic Financial Concepts, LLC
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|
Private Wealth Partners, LLC
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|
Tactive Advisors, LLC
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|
Passaic Partners LLC
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|
JGP Wealth Management, LLC
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|
Myecfo, Llc
|
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|
Washington Trust Bank
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Northwestern Mutual Investment Management Company, Llc
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|
Benson Investment Management Company, Inc.
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|
B&l Asset Management Llc
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|
IFP Advisors, Inc
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|
GAMMA Investing LLC
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|
SOL Capital Management CO
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|
Evoke Wealth, Llc
|
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|
Verisail Partners, LLC
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|
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CENTRAL TRUST Co
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Bannerman Wealth Management Group, Llc
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EP Wealth Advisors, Inc.
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Telos Capital Management, Inc.
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Integrity Financial Corp /WA
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Detalus Advisors, LLC
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Evensky & Katz LLC
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Mcdonald Partners Llc
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Hartford Financial Management Inc.
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Farmers National Bank
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Axxcess Wealth Management, Llc
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Manchester Capital Management LLC
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Single Point Partners, LLC
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Financial Services Advisory Inc
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TrueWealth Financial Partners
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FSM Wealth Advisors, LLC
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MCF Advisors LLC
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BlackDiamond Wealth Management Inc.
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IFG Advisors, LLC
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Sivia Capital Partners, LLC
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Aviso Financial Inc.
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Viewpoint Capital Management LLC
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Baldwin Investment Management, LLC
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Truvestments Capital Llc
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TCG Advisory Services, LLC
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Cape Cod Five Cents Savings Bank
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PIMCO Equity Series - PIMCO REALPATH Blend 2070 Fund Institutional Class
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Antonelli Financial Advisors, LLC
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Lockheed Martin Investment Management Co
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Intrua Financial, LLC
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Avalon Advisory Group
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Fortis Capital Management LLC
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Bbr Partners, Llc
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Commonwealth Equity Services, Llc
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New Covenant Trust Company, N.A.
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Stenger Family Office, LLC
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Hyperion Capital Advisors LP
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Garde Capital, Inc.
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Independence Bank of Kentucky
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World Equity Group, Inc.
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Emprise Bank
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First National Trust Co
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Quest 10 Wealth Builders, Inc.
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Overbrook Management Corp
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Bell Bank
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RSEE - Collaborative Investment Series Trust - Rareview Systematic Equity ETF
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Sumitomo Life Insurance Co
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LifeGoal Wealth Advisors
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Hengehold Capital Management Llc
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Cohen & Steers Closed-end Opportunity Fund, Inc.
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Glen Eagle Advisors, LLC
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
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Vienna Asset Management LLC
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Chancellor Financial Group WB LP
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Envestnet Portfolio Solutions, Inc.
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Keybank National Association/oh
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Cvfg Llc
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Washington Trust Advisors, Inc.
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Prentice Wealth Management LLC
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Aberdeen Wealth Management LLC
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Mutual Advisors, LLC
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Crewe Advisors LLC
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Fiduciary Group LLC
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Ames National Corp
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Integrity Alliance, Llc.
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Bradley Foster & Sargent Inc/ct
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RW Investment Management LLC
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SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
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Planning Directions Inc
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Rodgers & Associates, LTD
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Horizon Kinetics Asset Management Llc
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Libra Wealth Llc
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S&t Bank/pa
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Watchman Group, Inc.
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Upper Left Wealth Management, LLC
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Riverchase Wealth Management, Llc
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RAM Investment Partners, LLC
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Compass Financial Services Inc
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BOK Financial Private Wealth, Inc.
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Werba Rubin Papier Wealth Management
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UNIVEST FINANCIAL Corp
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Cutler Capital Management, LLC
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Colonial River Wealth Management, LLC
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Wealthspire Advisors, LLC
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Twin City Private Wealth, Llc
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Parisi Gray Wealth Management
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Kavar Capital Partners Group, Llc
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Trust Co Of Toledo Na /oh/
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Opal Wealth Advisors, LLC
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SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
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Bellwether Advisors, LLC
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Carter Financial Group, INC.
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Alta Advisers Ltd
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Opulen Financial Group LLC
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Ami Investment Management Inc
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BLB&B Advisors, LLC
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Scotia Capital Inc.
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Wealth Forward, LLC
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Allodium Investment Consultants, LLC
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First Foundation Advisors
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Cypress Wealth Services, LLC
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Steele Capital Management, Inc.
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1 North Wealth Services Llc
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Opes Wealth Management LLC
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Rooted Wealth Advisors, Inc.
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Alaethes Wealth LLC
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Summit Trail Advisors, Llc
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DHJJ Financial Advisors, Ltd.
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Carr Financial Group Corp
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Retirement Solution Inc.
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Nicolet Bankshares Inc
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Bremer Bank National Association
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Ashford Advisors, LLC
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Van Strum & Towne Inc.
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Powell Investment Advisors, LLC
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Goelzer Investment Management, Inc.
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Bensler, LLC
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West Wealth Group, LLC
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Walker Asset Management, LLC
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Long Island Wealth Management, Inc.
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Gryphon Financial Partners LLC
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Donaldson Capital Management, Llc
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Strategic Financial Partners, Ltd.
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Aurora Private Wealth, Inc.
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Ellis Investment Partners, LLC
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Sachetta, LLC
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Balance Wealth, LLC
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IMG Wealth Management, Inc.
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Painted Porch Advisors LLC
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Integris Wealth Management, LLC
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Heritage Wealth Partners, LLC
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Stonebridge Capital Advisors LLC
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Smith, Salley & Associates
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Davidson Trust Co
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Aspect Partners, LLC
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Innova Wealth Partners
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Rolek Wealth Management LLC
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|
Smart Money Group LLC
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|
Enzi Wealth
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Capital Planning Advisors, LLC
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JLKZX - John Hancock Funds II - Multi-Index 2055 Lifetime Portfolio Class 1
|
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Cardinal Point Capital Management, ULC
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
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|
17 Capital Partners, Llc
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Integrity Wealth Solutions LLC
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Next Level Private LLC
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Crescent Grove Advisors, LLC
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WP Advisors, LLC
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E&G Advisors, LP
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Equita Financial Network, Inc.
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Greenup Street Wealth Management Llc
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Angeles Wealth Management, Llc
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|
AMG National Trust Bank
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|
Kaizen Financial Strategies
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Compton Wealth Advisory Group, LLC
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Affiance Financial, LLC
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Claudia M.p. Batlle, Crp (r) Llc
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Credit Agricole S A
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Tenon Financial LLC
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YANKCOM Partnership
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Karpus Management, Inc.
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Covington Investment Advisors Inc.
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American Financial Advisors, LLC
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Benchmark Wealth Management, LLC
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Caliber Wealth Management, LLC / KS
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Chris Bulman Inc
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Stegner Investment Associates Inc.
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Portside Wealth Group, LLC
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Alpha Financial Advisors, LLC
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Gilman Hill Asset Management, LLC
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|
Old Point Trust & Financial Services N A
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Securian Funds Trust - SFT Dynamic Managed Volatility Fund
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FC Advisory LLC
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General Partner, Inc.
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Accredited Wealth Management, LLC
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Gleason Group, Inc.
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WMG Financial Advisors, LLC
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James J. Burns & Company, LLC
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Intelligence Driven Advisers, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
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|
Channel Wealth Llc
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Canton Hathaway, LLC
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|
Gladstone Institutional Advisory LLC
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|
Csenge Advisory Group
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Elgethun Capital Management
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Bridges Investment Management Inc
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Saxon Interests, Inc.
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|
Enterprise Bank & Trust Co
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TFB Advisors LLC
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Betterment LLC
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Ellevest, Inc.
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B.O.S.S. Retirement Advisors, LLC
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Clifford Swan Investment Counsel Llc
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Ancora Advisors, LLC
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|
M1 Capital Management LLC
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|
Tritonpoint Wealth, Llc
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OneAscent Family Office, LLC
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Beese Fulmer Investment Management, Inc.
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|
Taiyo Life Insurance Co
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Whitaker-Myers Wealth Managers, LTD.
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Meridian Financial Partners LLC
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Center for Financial Planning, Inc.
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Matauro, Llc
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Northwest Wealth Management, Llc
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Advisor Group Holdings, Inc.
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Transcend Wealth Collective, Llc
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Spectrum Financial Alliance Ltd LLC
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Rocky Mountain Advisers, Llc
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Navigoe, LLC
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Heritage Wealth Management, Inc.
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|
Bank of New York Mellon Corp
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Bank of Jackson Hole Trust
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|
Manuka Financial, LLC
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|
Lake Street Financial Llc
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Atlanta Consulting Group Advisors, LLC
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Santori & Peters, Inc.
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Ayalon Holdings Ltd.
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Howard Capital Management Group, LLC
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Bellevue Asset Management, Llc
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|
Klingman & Associates, LLC
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Well Done, LLC
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|
Joseph Group Capital Management
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|
Kings Path Partners LLC
|
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|
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|
Connors Investor Services Inc
|
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|
|
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|
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
|
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|
|
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|
Venturi Wealth Management, LLC
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|
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|
TruNorth Capital Management, LLC
|
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|
Dynamic Financial Group
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Mason & Associates, LLC
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|
Consultiva Wealth Management, Corp.
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|
DDD Partners, LLC
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Kohmann Bosshard Financial Services, LLC
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|
Toth Financial Advisory Corp
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|
Bigelow Investment Advisors, LLC
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|
Intrust Bank Na
|
|
|
|
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|
Rational Advisors Llc
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|
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|
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|
Berry Wealth Group, LP
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|
ArborFi Advisors, LLC
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|
Signet Financial Management, Llc
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|
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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|
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|
Veracity Capital LLC
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|
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|
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
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|
Great Valley Advisor Group, Inc.
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|
Kimelman & Baird, LLC
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|
Saxony Capital Management, LLC
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|
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|
Kornitzer Capital Management Inc /ks
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|
Greenwich Wealth Management LLC
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|
Tobias Financial Advisors, Inc.
|
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|
|
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|
McAdam, LLC
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|
|
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|
Priebe Wealth Holdings LLC
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|
Summit Wealth Partners, LLC
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|
REAP Financial Group, LLC
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|
Navalign, LLC
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|
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|
Marathon Capital Management
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|
|
|
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|
Citizens National Bank Trust Department
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|
Hanover Advisors Inc
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|
Abacus Planning Group, Inc.
|
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|
MBM Wealth Consultants, LLC
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Covenant Asset Management, LLC
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|
Sage Financial Management Group, Inc.
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|
Financial Advisory Corp
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Spears Abacus Advisors LLC
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|
Traynor Capital Management, Inc.
|
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|
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|
Putnam Fl Investment Management Co
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|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Sound Stewardship, LLC
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|
|
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|
Horizons Wealth Management
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|
Patton Fund Management, Inc.
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|
Wsfs Capital Management, Llc
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POM Investment Strategies, LLC
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|
Fund Evaluation Group, LLC
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|
West Michigan Advisors, Llc
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|
Efficient Advisors, LLC
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|
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|
McIlrath & Eck, LLC
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|
Invenio Wealth Partners Llc
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|
CHB Investment Group, LLC
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|
Gould Asset Management Llc /ca/
|
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Howard Financial Services, Ltd.
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|
Greenhouse Wealth Management, LLC
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KPP Advisory Services LLC
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|
NDVR, Inc.
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|
Grandfield & Dodd, Llc
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|
DFNDX - Managed Portfolio Series - Kensington Defender Fund Institutional Class
|
|
|
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
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|
|
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|
Maridea Wealth Management LLC
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|
SevenBridge Financial Group, LLC
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|
Principal Securities, Inc.
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|
Ameliora Wealth Management Ltd.
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|
Vested Financial Planning, LLC
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|
Allegheny Financial Group LTD
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|
Ironvine Capital Partners, LLC
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|
Concurrent Investment Advisors, LLC
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|
Fortis Group Advisors, LLC
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|
Keystone Global Partners, LLC
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|
Harbour Investment Management Llc
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|
Proffitt & Goodson Inc
|
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|
Freedom Financial Partners LLC
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Running Point Capital Advisors, LLC
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Neuberger Berman Group LLC
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Wolf Group Capital Advisors
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Everest Management Corp.
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JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
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American Investment Services, Inc.
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Oxford Financial Group Ltd
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Tudor Financial Inc.
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Gould Capital, LLC
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Journey Strategic Wealth Llc
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Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Financial Council Asset Management Inc
|
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Scott Marsh Financial, LLC
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ARS Wealth Advisors Group, LLC
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Ashton Thomas Private Wealth, LLC
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Hilltop Holdings Inc.
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WFA Asset Management Corp
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Westside Investment Management, Inc.
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Principia Wealth Advisory, LLC
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Fortitude Family Office, LLC
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Centurion Wealth Management LLC
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Focused Wealth Management, Inc
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Optima Capital Llc
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David Kennon Inc
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Lane & Associates LLC
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Integrity Investment Advisors, LLC
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Covestor Ltd
|
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Rexford Capital Inc
|
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Flow Traders U.s. Llc
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
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Hantz Financial Services, Inc.
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Tfo-tdc, Llc
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Walter & Keenan Financial Consulting Co /mi/ /adv
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McMahon Financial Advisors, LLC
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Signal Advisors Wealth, LLC
|
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Howland Capital Management Llc
|
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Dakota Community Bank & Trust NA
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Terra Nova Asset Management LLC
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Reyes Financial Architecture, Inc.
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Advance Capital Management, Inc.
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B & T Capital Management DBA Alpha Capital Management
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Penobscot Wealth Management
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Jentner Corp
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Montis Financial, LLC
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Principal Street Partners, LLC
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Aspire Capital Advisors LLC
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Capital Advantage, Inc.
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City National Bank Of Florida /msd
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Symphony Financial Services, Inc.
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Fragasso Group Inc.
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Solstein Capital, LLC
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Institute for Wealth Management, LLC.
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Kearns & Associates LLC
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Nelson Capital Management, LLC
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Cutler Investment Counsel Llc
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EagleClaw Capital Managment, LLC
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Nova R Wealth, Inc.
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Herold Advisors, Inc.
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Von Berge Wealth Management Group, LLC
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Sapient Capital Llc
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Daido Life Insurance Co
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Baxter Bros Inc
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KilterHowling LLC
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Greenbush Financial Group, LLC
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Global Wealth Strategies & Associates
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WNY Asset Management, LLC
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VERITY Wealth Advisors
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Private Wealth Management Group, LLC
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TFC Financial Management
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Clark Asset Management, LLC
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Banque Transatlantique SA
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Schwarz Dygos Wheeler Investment Advisors Llc
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Arthur M. Cohen & Associates, Llc
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Contravisory Investment Management, Inc.
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Nuveen, LLC
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Trilogy Capital Inc.
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Godsey & Gibb Associates
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Jackson Square Capital, Llc
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Massmutual Trust Co Fsb/adv
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Conning Inc.
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Vantage Financial Partners, LLC
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Johnson Financial Group, Inc.
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Clark Capital Management Group, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Wimmer Associates 1, Llc
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Bay Capital Advisors, LLC
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First Hawaiian Bank
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Leavell Investment Management, Inc.
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United Capital Financial Advisers, Llc
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NFP Retirement, Inc.
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Standpoint Asset Management, LLC
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Midwest Capital Advisors, LLC
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Violich Capital Management, Inc.
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Tower View Investment Management & Research LLC
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Blue Rock Wealth Management LLC
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|
Washington Capital Management Inc
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|
AlphaStar Capital Management, LLC
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
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Christopher J. Hasenberg, Inc
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HTG Investment Advisors, Inc.
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Mariner, LLC
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Pure Financial Advisors, Inc.
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Arrowroot Family Office, LLC
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Townsend Asset Management Corp /nc/ /adv
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|
Townsquare Capital Llc
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|
Compass Investment Advisers LLC
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|
|
Twin Tree Management, LP
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|
Olympus Wealth Management, Llc
|
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|
|
Meredith Wealth Planning
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|
Strait & Sound Wealth Management LLC
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|
|
Park Avenue Securities Llc
|
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|
|
Riverview Trust Co
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
AlphaCore Capital LLC
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|
Knights of Columbus Asset Advisors LLC
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Financial Consulate, Inc
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Powers Capital, LLC
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Birinyi Associates Inc
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Searle & Co.
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|
Flagship Private Wealth, LLC
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|
Adamsbrown Wealth Consultants Llc
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Zhang Financial LLC
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Castleview Partners, Llc
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Quantum Financial Planning Services, Inc.
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Convergence Financial, LLC
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Register Financial Advisors LLC
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|
Laraway Financial Inc
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|
Winthrop Advisory Group LLC
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|
DSG Capital Advisors, LLC
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|
InvesTrust
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|
Helium Advisors LLC
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|
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|
|
New England Capital Financial Advisors LLC
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|
|
|
|
Marshall Financial Group Inc /adv
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|
|
Pflug Koory, LLC
|
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|
Investure, LLC
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Capasso Planning Partners LLC
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Fortress Wealth Management, Inc.
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|
Essex Savings Bank
|
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|
Paulson Wealth Management Inc.
|
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|
|
|
Kennebec Savings Bank
|
|
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|
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|
Roberts Glore & Co Inc /il/
|
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|
|
|
|
Braun Stacey Associates Inc
|
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|
|
|
|
Waddell & Associates, Llc
|
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|
|
|
Bakala Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
|
|
|
|
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|
NavPoint Financial, Inc.
|
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|
|
|
Toronto Dominion Bank
|
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|
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|
Magnolia Capital Advisors Llc
|
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|
|
Moisand Fitzgerald Tamayo, LLC
|
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|
|
|
|
Spirit Of America Management Corp/ny
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
|
|
|
KDT Advisors, LLC
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Vivaldi Capital Management, LLC
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|
Moors & Cabot, Inc.
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|
Chesapeake Wealth Management
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|
Bearing Point Capital, Llc
|
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|
|
|
Ingalls & Snyder Llc
|
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|
|
|
Atlantic Union Bankshares Corp
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|
Congress Wealth Management LLC / DE /
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|
|
Kickstand Ventures, Llc.
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|
IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
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|
|
|
|
Goldstone Financial Group, LLC
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|
Argent Trust Co
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Redhawk Wealth Advisors, Inc.
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|
Key Client Fiduciary Advisors, LLC
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Maripau Wealth Management Llc
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|
Boyd Wealth Management, LLC
|
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|
|
Divergent Planning, LLC
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|
|
|
Green Harvest Asset Management LLC
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|
|
Banco Santander, S.A.
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Maple Capital Management, Inc.
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Vectors Research Management, LLC
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Sandhill Capital Partners LLC
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|
1832 Asset Management L.P.
|
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|
|
Tanager Wealth Management LLP
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|
Provenance Wealth Advisors, LLC
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|
|
|
|
Tredje AP-fonden
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|
Jpmorgan Chase & Co
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|
Insight 2811, Inc.
|
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|
Chilton Investment Co Llc
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New Millennium Group LLC
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|
|
Rossby Financial, LCC
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|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
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|
|
|
|
Diversify Wealth Management, Llc
|
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|
|
|
|
ARP - Advisors' Inner Circle Fund II - PMV Adaptive Risk Parity ETF
|
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|
First Financial Corp /in/
|
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|
Tilia Fiduciary Partners, Inc.
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|
High Note Wealth, LLC
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|
Park Place Capital Corp
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|
Grandview Asset Management LLC
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|
Angeles Investment Advisors, LLC
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|
|
|
Douglass Winthrop Advisors, LLC
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|
Weaver Consulting Group
|
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|
SCS Capital Management LLC
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|
|
United Advisor Group, LLC
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|
Coyle Financial Counsel LLC
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|
Cornerstone Enterprises, Llc
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|
Perritt Capital Management Inc
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|
Cornerstone Planning, LLC
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|
Wiser Wealth Management, Inc
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Game Plan Financial Advisors, LLC
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|
Northstar Group, Inc.
|
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|
|
Aqr Capital Management Llc
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One Charles Private Wealth Services, LLC
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|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
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|
|
DecisionPoint Financial, LLC
|
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|
|
Flower City Capital
|
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|
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|
|
Mpwm Advisory Solutions, Llc
|
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|
|
Keystone Financial Group
|
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|
|
Northstar Asset Management Llc
|
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|
|
|
Cypress Financial Planning Llc
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|
|
Lountzis Asset Management, Llc
|
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|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Culbertson A N & Co Inc
|
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|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Able Wealth Management LLC
|
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|
Cross Staff Investments Inc
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|
|
|
Horan Securities, Inc.
|
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|
Crane Advisory, LLC
|
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|
Financial Synergies Wealth Advisors, Inc.
|
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|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Call To Action Foundation
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
