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ORILX - North Square Investments Trust - NORTH SQUARE MULTI STRATEGY FUND CLASS A
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Midwest Financial Group LLC
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Journey Strategic Wealth Llc
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Holos Integrated Wealth LLC
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West Bancorporation Inc
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New Republic Capital, LLC
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Gerber Kawasaki Wealth & Investment Management
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Ballentine Partners, LLC
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Mountain Capital Investment Advisors, Inc
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Brickley Wealth Management
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Noble Family Wealth, LLC
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Spears Abacus Advisors LLC
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Weaver Consulting Group
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BancFirst Trust & Investment Management
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Sigma Investment Counselors Inc
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Beacon Financial Group
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CX Institutional
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Plum Street Advisors, LLC
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Samalin Investment Counsel, LLC
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Eqis Capital Management, Inc.
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Global Trust Asset Management, LLC
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Caldwell Trust Co
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Scotia Capital Inc.
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Balanced Rock Investment Advisor
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Sensible Financial Planning & Management, LLC.
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NFP Retirement, Inc.
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German American Bancorp, Inc.
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Bay Capital Advisors, LLC
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Strategic Investment Solutions, Inc. /IL
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Mascoma Wealth Management LLC
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CPR Investments Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Harris Associates L P
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REDW Wealth LLC
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Archer Investment Management, LLC
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WNY Asset Management, LLC
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Compass Advisory Group LLC
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Verus Financial Partners, Inc.
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Forum Financial Management, LP
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Howe & Rusling Inc
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JSF Financial, LLC
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Elser Financial Planning, Inc
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Lazard Asset Management Llc
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Chesley Taft & Associates LLC
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Agf Management Ltd
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Towerpoint Wealth, LLC
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Bishop & Co Investment Management, LLC
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Pin Oak Investment Advisors Inc
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Guardian Asset Advisors, LLC
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Umb Bank N A/mo
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Cable Hill Partners, LLC
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Mokosak Advisory Group, LLC
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Watershed Private Wealth Llc
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LexAurum Advisors, LLC
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Atlantic Union Bankshares Corp
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Condor Capital Management
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MJT & Associates Financial Advisory Group, Inc.
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Quest 10 Wealth Builders, Inc.
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Fairscale Capital, LLC
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CWA Asset Management Group, LLC
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Iowa State Bank
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Triune Financial Partners, LLC
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Armstrong Advisory Group, Inc
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Sandbox Financial Partners, LLC
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Guerra Advisors Inc
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Warren Averett Asset Management, LLC
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Breakwater Investment Management
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Fiduciary Alliance LLC
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JTC Employer Solutions Trusteee Ltd
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Wilson & Boucher Capital Management, LLC
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Kure Advisory, LLC
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Ted Buchan & Co
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Weaver Capital Management LLC
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Ironwood Financial, llc
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Golden Road Advisors Llc
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Seeds Investor Llc
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Keel Point, LLC
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Gill Capital Partners, Llc
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Sharper & Granite LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Leeward Financial Partners, LLC
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Wedmont Private Capital
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Barlow Wealth Partners, Inc.
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Swp Financial Llc
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Park National Corp /oh/
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Laurel Wealth Advisors LLC
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Wood Tarver Financial Group, LLC
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Dearborn Partners Llc
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Hickory Asset Management, Inc.
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Aviance Capital Partners, LLC
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Capitolis Liquid Global Markets LLC
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Summit Asset Management, LLC
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Welch Group, LLC
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Park Avenue Securities Llc
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Forbes Financial Planning, Inc.
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Symphony Financial, Ltd. Co.
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Hemenway Trust Co LLC
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Arrien Investments, Inc.
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Valley Financial Group, Inc.
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Clayton Financial Group LLC
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Patrick M Sweeney & Associates, Inc
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Nikulski Financial, Inc.
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SJS Investment Consulting Inc.
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Fiduciary Financial Group, Llc
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Proficio Capital Partners LLC
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Francis Financial, Inc.
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Clarius Group, LLC
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Moloney Securities Asset Management, LLC
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Richard Bernstein Advisors LLC
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Beacon Capital Management, LLC
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BCS Wealth Management
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Antonelli Financial Advisors, LLC
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Chicago Capital, LLC
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Lodestone Wealth Management LLC
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Madison Wealth Partners, Inc
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HHM Wealth Advisors, LLC
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CWC Advisors, LLC.
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Helium Advisors LLC
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Ritholtz Wealth Management
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Binnacle Investments Inc
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Caitlin John, LLC
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Parallel Advisors, LLC
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Investments & Financial Planning, LLC
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Gen-Wealth Partners Inc
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Synergy Financial Management, LLC
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Delap Wealth Advisory, Llc
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Greenleaf Trust
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Halbert Hargrove Global Advisors, Llc
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Glassman Wealth Services
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Revolve Wealth Partners, LLC
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UMA Financial Services, Inc.
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North Capital, Inc.
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Kilter Group LLC
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Regal Investment Advisors LLC
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Oak Hill Wealth Advisors, Llc
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Gunma Bank,Ltd.
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Alliancebernstein L.p.
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Cm Wealth Advisors Llc
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Cambridge Advisors Inc.
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Invictus Private Wealth, Llc
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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Ethos Financial Group, LLC
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Lynx Investment Advisory
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Citizens National Bank Trust Department
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Heritage Wealth Advisors
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Webster Bank, N. A.
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Gw Henssler & Associates Ltd
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Arbor Wealth Advisors LLC
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Assetmark, Inc
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Quantinno Capital Management LP
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L.m. Kohn & Company
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Trail Ridge Investment Advisors, LLC
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Continental Investors Services, Inc.
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McNamara Financial Services, Inc.
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Activest Wealth Management
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Family CFO Inc
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Atlanta Consulting Group Advisors, LLC
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Cedar Wealth Management, LLC
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Founders Capital Management
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Financial Advisory Partners, Llc
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AE Wealth Management LLC
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Aptus Capital Advisors, LLC
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Jefferies Financial Group Inc.
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Breed's Hill Capital LLC
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Brown Wealth Management, Llc
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Shepherd Financial Partners LLC
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Narus Financial Partners, LLC
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GoalFusion Wealth Management, LLC
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M3 Advisory Group, LLC
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Investors Research Corp
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Keystone Financial Group, Inc.
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Bradley Foster & Sargent Inc/ct
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Murphy Pohlad Asset Management LLC
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Pinnacle Financial Group, LLC / IL
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Signature Securities Group Corporation
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FLC Capital Advisors
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Fifth Third Wealth Advisors LLC
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Harfst & Associates, Inc.
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BCJ Capital Management, LLC
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TRUE Private Wealth Advisors
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Diversified Portfolios, Inc.
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Advisor OS, LLC
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Alamar Capital Management, LLC
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JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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JT Stratford LLC
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BLVD Private Wealth, LLC
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BKD Wealth Advisors, LLC
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Christensen, King & Associates Investment Services, Inc.
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Advocacy Wealth Management Services, LLC
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Baker Ellis Asset Management LLC
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Perennial Investment Advisors, LLC
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Whipplewood Advisors, LLC
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Wealth Dimensions Group, Ltd.
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Auxano Advisors, LLC
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VSM Wealth Advisory, LLC
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Vestia Personal Wealth Advisors
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LPL Financial LLC
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JSPMX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Moderate Class T
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Whittier Trust Co
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Landaas & Co /wi /adv
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Pecaut & Co.
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Bangor Savings Bank
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Camelot Portfolios, LLC
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Barton Investment Management
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Courier Capital Llc
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Milestone Investment Advisors LLC
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Tacita Capital Inc
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First Community Trust Na
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Sterling Wealth Management, Inc.
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Legacy Capital Wealth Partners, LLC
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BIP Wealth, LLC
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Atwood & Palmer Inc
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Trust Co Of Toledo Na /oh/
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Silver Coast Investments LLC
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Harel Insurance Investments & Financial Services Ltd.
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Triumph Capital Management
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Franklin Street Advisors Inc /nc
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Roof Eidam & Maycock/adv
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Country Trust Bank
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Advance Capital Management, Inc.
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Canandaigua National Bank & Trust Co
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Laurel Wealth Planning LLC
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Baring Financial LLC
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Legacy Wealth Managment, LLC/ID
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X-Square Capital, LLC
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Hardy Reed LLC
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TD Capital Management LLC
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Avidian Wealth Solutions, LLC
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Team Hewins, LLC
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KFA Private Wealth Group, LLC
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NorthLanding Financial Partners, LLC
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CORDA Investment Management, LLC.
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Cahill Financial Advisors Inc
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Independent Wealth Network Inc.
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Sierra Ocean, Llc
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Creekside Partners
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Capstone Financial Advisors, Inc.
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First Financial Bank - Trust Division
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Serenus Wealth Advisors, LLC
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Ofc Financial Planning, Llc
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International Assets Investment Management, Llc
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Beacon Bridge Wealth Partners, LLC
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Wealthquest Corp
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S.A. Mason LLC
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Foster Victor Wealth Advisors, LLC
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Unconventional Investor, LLC
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TPG Financial Advisors, LLC
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Opal Wealth Advisors, LLC
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Solitude Financial Services
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Bayesian Capital Management, LP
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ORG Partners LLC
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Sei Investments Co
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MB Generational Wealth, LLC
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Perigon Wealth Management, LLC
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Sunpointe, LLC
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Nabity-Jensen Investment Management Inc
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ASB Consultores, LLC
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|
Croban
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Bouchey Financial Group Ltd
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Pennington Partners & Co., Llc
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Register Financial Advisors LLC
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Optivise Advisory Services LLC
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Haverford Trust Co
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Wbh Advisory Inc
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Leonard Rickey Investment Advisors P.L.L.C.
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Pullen Investment Management, LLC
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GEM Asset Management, LLC
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Glenmede Investment Management, LP
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Walter & Keenan Financial Consulting Co /mi/ /adv
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|
Lumbard & Kellner, LLC
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Vision Financial Markets Llc
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|
John W. Brooker & Co., CPAs
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Code Waechter LLC
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Seacrest Wealth Management, Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Main Line Retirement Advisors, LLC
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Raleigh Capital Management Inc.
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Jane Street Group, Llc
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Merit Financial Group, LLC
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|
Franklin Resources Inc
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|
Chan Zuckerberg Initiative, LLC
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Skopos Labs, Inc.
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Cary Street Partners Financial Llc
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Exchange Traded Concepts, Llc
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Dynamic Advisor Solutions LLC
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Oak Root LLC
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|
Richardson Financial Services Inc.
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|
Presilium Private Wealth, Llc
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Wealth Enhancement Advisory Services, Llc
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Accredited Investor Services, Llc
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RMB Capital Management, LLC
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Foster Dykema Cabot & Partners, Llc
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|
Simon Quick Advisors, Llc
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|
Spreng Capital Management, Inc.
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Aspen Grove Capital, LLC
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|
Aries Wealth Management
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|
PSI Advisors, LLC
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|
Calton & Associates, Inc.
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|
Simmons Bank
|
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Culbertson A N & Co Inc
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Bfsg, Llc
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Family Management Corp
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|
Rede Wealth, LLC
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Buska Wealth Management, LLC
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Prospect Financial Services LLC
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Synovus Financial Corp
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Essex Financial Services, Inc.
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Vicus Capital
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25 Llc
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Kraft Asset Management, Llc
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Mullooly Asset Management, Inc.
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Maripau Wealth Management Llc
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Mraz, Amerine & Associates, Inc.
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Commerce Bank
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Addison Advisors LLC
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Mutual Advisors, LLC
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Putney Financial Group LLC
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Resonant Capital Advisors, LLC
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Relyea Zuckerberg Hanson LLC
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Gateway Wealth Partners, LLC
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Family Wealth Partners, Llc
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Americana Partners, LLC
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Redhawk Wealth Advisors, Inc.
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City Holding Co
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Hobbs Group Advisors, LLC
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5th Street Advisors, LLC
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Canal Capital Management, LLC
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DT Investment Partners, LLC
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Sutton Place Investors Llc
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Graney & King, LLC
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AllSquare Wealth Management LLC
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Strategic Investment Advisors / MI
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Acropolis Investment Management, LLC
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Towercrest Capital Management
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Bank of Jackson Hole Trust
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Cherrydale Wealth Management, Llc
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Monument Group Wealth Advisors, LLC
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Eukles Asset Management
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Brooklyn FI, LLC
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Ogorek Anthony Joseph /ny/ /adv
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CIBC Private Wealth Group, LLC
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ARS Wealth Advisors Group, LLC
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Prospera Capital Management, LLC
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MorganRosel Wealth Management, LLC
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Formidable Asset Management, LLC
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Bull Oak Capital, LLC
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West Paces Advisors Inc.
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Bellwether Advisors, LLC
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Fjell Capital, LLC
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Well Done, LLC
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Wright Fund Managment, LLC
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Valmark Advisers, Inc.
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Philip James Wealth Mangement, LLC
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Dorsey & Whitney Trust CO LLC
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RPG Investment Advisory, LLC
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Lodestar Private Asset Management Llc
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Missouri Trust & Investment Co
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Coastal Investment Advisors, Inc.
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Klingman & Associates, LLC
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Integrity Financial Corp /WA
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Pasadena Private Wealth, LLC
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Redwood Park Advisors LLC
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Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares
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Sage Financial Management Group, Inc.
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Greenfield Savings Bank
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DAVENPORT & Co LLC
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Red Tortoise LLC
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Guardian Wealth Advisors, Llc / Nc
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Total Clarity Wealth Management, Inc.
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Wells Fargo & Company/mn
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Signature Estate & Investment Advisors Llc
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Asset Planning Corporation
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Heritage Investment Group, Inc.
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Boston Private Wealth Llc
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STAR Financial Bank
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Adell Harriman & Carpenter Inc
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Sherman Asset Management, Inc.
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Lavaca Capital Llc
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Horizon Bancorp Inc /in/
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Country Club Bank /gfn
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Gleason Group, Inc.
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S. R. Schill & Associates
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Global Wealth Strategies & Associates
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Duncan Williams Asset Management, LLC
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Orser Capital Management, Llc
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Arkadios Wealth Advisors
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Triad Wealth Partners, LLC
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CI Private Wealth, LLC
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Montis Financial, LLC
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Tfo-tdc, Llc
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Migdal Insurance & Financial Holdings Ltd.
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Kayne Anderson Rudnick Investment Management Llc
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Flagship Wealth Advisors, Llc
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NewSquare Capital LLC
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Crowley Wealth Management, Inc.
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Pineridge Advisors LLC
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Chris Bulman Inc
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Traynor Capital Management, Inc.
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Us Bancorp \de\
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Vantage Point Financial LLC
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EnRich Financial Partners LLC
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Forum Private Client Group LLC
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RKL Wealth Management LLC
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Harbor Asset Planning, Inc.
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TFR Capital, LLC.
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DDD Partners, LLC
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Hohimer Wealth Management, Llc
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Collective Family Office Llc
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Bowman & Co S.C.
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LaFleur & Godfrey LLC
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Compton Wealth Advisory Group, LLC
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Kraft, Davis & Associates, LLC
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CWS Financial Advisors, LLC
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Angeles Investment Advisors, LLC
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Advocate Group Llc
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O'shaughnessy Asset Management, Llc
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Hartland & Co., LLC
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Fairway Wealth LLC
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Penserra Capital Management LLC
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Tradewinds Capital Management, LLC
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Resurgent Financial Advisors LLC
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Pnc Financial Services Group, Inc.
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MPS Loria Financial Planners, LLC
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Financial Network Wealth Advisors LLC
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Forefront Analytics, LLC
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Comprehensive Money Management Services LLC
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Manufacturers Life Insurance Company, The
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Verum Partners LLC
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Novare Capital Management Llc
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Private Wealth Asset Management, LLC
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Innova Wealth Partners
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RoundAngle Advisors LLC
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Ullmann Financial Group, Inc.
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Vantage Financial Partners, LLC
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Campbell Deegan Wealth Management, LLC
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Delta Asset Management Llc/tn
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Wagner Wealth Management, Llc
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Smith Asset Management Co., LLC
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|
First National Bank Sioux Falls
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Robbins Farley Llc
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Rothschild Capital Partners, LLC
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Evolution Wealth Management Inc.
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Tme Financial, Inc.
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Berger Financial Group, Inc
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Wetherby Asset Management Inc
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Yoder Wealth Management, Inc.
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Sterling Investment Advisors, Ltd.
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Magnolia Private Wealth, LLC
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Fermata Advisors, LLC
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|
Five Oceans Advisors
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|
Farmers & Merchants Trust Co of Chambersburg PA
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|
Grey Fox Wealth Advisors, LLC
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|
Portland Global Advisors LLC
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|
Vaughan David Investments Inc/il
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|
First International Bank & Trust
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|
Norden Group Llc
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|
Financial Advocates Investment Management
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|
United Community Bank
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JFG Wealth Management, LLC
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Amara Financial, Llc.
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Linscomb & Williams, Inc.
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McClarren Financial Advisors, Inc.
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Fft Wealth Management Llc
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Rowland & Co Investment Counsel/adv
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Catalyst Private Wealth, Llc
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|
Acorn Creek Capital Llc
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Bragg Financial Advisors, Inc
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|
Putnam Fl Investment Management Co
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Panoramic Investment Advisors, Llc
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|
PBMares Wealth Management LLC
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|
Concord Wealth Partners
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|
Northwestern Mutual Wealth Management Co
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|
Maridea Wealth Management LLC
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Bernardo Wealth Planning LLC
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Applied Capital LLC
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NorthRock Partners, LLC
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Arvest Investments, Inc.
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Delta Financial Group, Inc.
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Tilson Financial Group, Inc.
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Team Financial Group, LLC
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Michels Family Financial, LLC
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Community Financial Services Group, LLC
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Westside Investment Management, Inc.
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Nicholson Meyer Capital Management, Inc.
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Archer Investment Corp
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High Falls Advisors, Inc
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Wisconsin Wealth Advisors, LLC
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|
Old Second National Bank Of Aurora
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Catalytic Wealth RIA, LLC
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Private Management Group Inc
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GFG Capital, LLC
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First County Bank /CT/
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First Financial Corp /in/
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Benningfield Financial Advisors, Llc
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JP Wealth Management, Inc.
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SG Americas Securities, LLC
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Evolution Advisers, Inc.
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Blue Edge Capital, LLC
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Engineers Gate Manager LP
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Joseph Group Capital Management
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Cornerstone Management, Inc.
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Creekmur Asset Management LLC
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Parkside Financial Bank & Trust
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SBI Securities Co., Ltd.
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Private Client Services, Llc
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David R. Rahn & Associates Inc.
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M.e. Allison & Co., Inc.
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Woodside Wealth Management LLC
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Capital Advantage, Inc.
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Next Level Private LLC
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TOWER TRUST & INVESTMENT Co
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Topel & Distasi Wealth Management, LLC
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O'Dell Group, LLC
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Tyche Wealth Partners LLC
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Beese Fulmer Investment Management, Inc.
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Monetary Management Group Inc
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GPS Wealth Strategies Group, LLC
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Envestnet Portfolio Solutions, Inc.
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Integrated Advisors Network LLC
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Washington Trust Advisors, Inc.
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Salem Investment Counselors Inc
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Aberdeen Wealth Management LLC
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Sequoia Financial Advisors, LLC
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|
Osborne Partners Capital Management, Llc
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BetterWealth, LLC
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|
National Bank Of Canada /fi/
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PFG Investments, LLC
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NWF Advisory Services Inc.
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Gibraltar Capital Management, Inc.
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Fort Sheridan Advisors Llc
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Hudock, Inc.
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SK Wealth Management, LLC
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Northwest Capital Management Inc
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Selective Wealth Management, Inc.
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American Investment Services, Inc.
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Strategic Wealth Partners, Ltd.
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Wealthstream Advisors, Inc.
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Wealthfront Advisers Llc
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Mission Wealth Management, Lp
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|
Novus Advisors, Llc
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We Are One Seven, LLC
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Mount Yale Investment Advisors, LLC
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|
VeraBank, N.A.
|
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|
Morgan Stanley
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Wealth Advisors of Iowa, LLC
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Meridian Wealth Partners, LLC
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Evernest Financial Advisors, LLC
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Financial Insights, Inc.
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Fidelis Capital Partners, LLC
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Coldstream Capital Management Inc
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Soltis Investment Advisors LLC
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Quartz Partners, LLC
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|
Tortoise Investment Management, LLC
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|
Trust Co Of Vermont
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|
Essex LLC
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Capital Investment Advisors, LLC
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GatePass Capital, LLC
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Rothschild Investment Llc
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Oak Wealth Advisors LLC
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Kavar Capital Partners Group, Llc
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OMNI 360 Wealth, Inc.
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TCI Wealth Advisors, Inc.
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American National Bank
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Heritage Oak Wealth Advisors Llc
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EdgeRock Capital LLC
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Avant Capital LLC
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Envision Financial Planning, LLC
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Accent Capital Management, LLC
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Carnegie Lake Advisors LLC
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Base Wealth Management LLC
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Diversify Wealth Management, Llc
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Retirement Investment Advisors, Inc.
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Stenger Family Office, LLC
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Holland Advisory Services, Inc.
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Meridian Wealth Management, LLC
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Dentgroup LLC
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Harmony Asset Management Llc
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Clark Capital Management Group, Inc.
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Buck Wealth Strategies, LLC
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SwitchPoint Financial Planning, LLC
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Fee-Only Financial Planning, L.C.
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|
Kelman-Lazarov, Inc.
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|
Hillcrest Wealth Advisors - NY, LLC
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|
Townsquare Capital Llc
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|
UNIVEST FINANCIAL Corp
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|
Dakota Wealth Management
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|
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|
Ironwood Investment Counsel, LLC
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|
Park Place Capital Corp
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|
Massachusetts Financial Services Co /ma/
|
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|
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|
Northwest Financial Advisors
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|
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|
Pioneer Wealth Management Group
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|
Pictet North America Advisors SA
|
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|
|
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|
Alpine Bank Wealth Management
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|
Rossby Financial, LCC
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|
Wealth Alliance Advisory Group, LLC
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|
Hughes Financial Services, LLC
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Frontier Asset Management, LLC
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Farther Finance Advisors, LLC
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Powell Investment Advisors, LLC
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Canvas Wealth Advisors, LLC
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Stonegate Investment Group, LLC
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New England Private Wealth Advisors LLC
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Paradigm Financial Partners, Llc
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Magnus Financial Group LLC
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Fairview Capital Investment Management, Llc
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World Equity Group, Inc.
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Siligmueller & Norvid Wealth Advisors LLC
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Cambridge Associates Llc /ma/ /adv
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Hazlett, Burt & Watson, Inc.
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Crane Advisory, LLC
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Marietta Wealth Management, LLC
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Badgley Phelps Wealth Managers, LLC
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
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Plante Moran Financial Advisors, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
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Running Point Capital Advisors, LLC
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Sawyer & Company, Inc
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Geneos Wealth Management Inc.
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Stonebridge Financial Planning Group, LLC
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REAP Financial Group, LLC
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Hurley Capital, LLC
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Pandora Wealth, Inc.
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Studio Investment Management Llc
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Smith, Salley & Associates
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1st Source Bank
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LGT Financial Advisors LLC
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Kuhn & Co Investment Counsel
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Ardent Capital Management, Inc.
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Henrickson Nauta Wealth Advisors, Inc.
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Ellis Investment Partners, LLC
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Pettyjohn, Wood & White, Inc
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Windward Private Wealth Management Inc.
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Verus Capital Partners, Llc
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Indiana Trust & Investment Management CO
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Acorn Wealth Advisors, LLC
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Bokf, Na
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Mkd Wealth Coaches, Llc
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Potomac Fund Management Inc /adv
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Semmax Financial Advisors Inc.
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Cranbrook Wealth Management, LLC
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New Wave Wealth Advisors Llc
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Security Financial Services, INC.
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Baker Boyer National Bank
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GHP Investment Advisors, Inc.
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Southland Equity Partners LLC
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Gladstone Institutional Advisory LLC
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Interchange Capital Partners, LLC
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King Wealth
|
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Peddock Capital Advisors, Llc
|
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|
CHURCHILL MANAGEMENT Corp
|
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|
Citigroup Inc
|
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Sonoma Private Wealth LLC
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Absolute Capital Management, LLC
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Fairman Group, LLC
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Fielder Capital Group LLC
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Zrc Wealth Management, Llc
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Captrust Financial Advisors
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BWM Planning, LLC
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CIBC World Markets Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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New Perspectives, Inc
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Belvedere Trading LLC
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Brass Tax Wealth Management, Inc
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Gilliland Jeter Wealth Management LLC
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Barclays Plc
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Rosenberg Matthew Hamilton
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Optimum Investment Advisors
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Sovran Advisors, LLC
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Matrix Asset Advisors Inc/ny
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Twin Peaks Wealth Advisors, LLC
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MTM Investment Management, LLC
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Diversified Enterprises, LLC
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Philadelphia Trust Co
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Mark Sheptoff Financial Planning, Llc
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Wells Trecaso Financial Group, LLC
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Mogy Joel R Investment Counsel Inc
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Ashford Advisors, LLC
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Abbot Financial Management, Inc.
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Key FInancial Inc
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Convergence Financial, LLC
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|
Teachers Insurance & Annuity Association Of America
|
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Stratos Wealth Partners, LTD.
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|
Westmount Partners, LLC
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|
Nwam Llc
|
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|
Shore Point Advisors, LLC
|
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|
Market Street Wealth Management Advisors Llc
|
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|
Fortune 45 LLC
|
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|
Sandy Spring Bank
|
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|
Aua Capital Management, Llc
|
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|
Arjuna Capital
|
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Wallace Hart LLC
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Mitchell Mcleod Pugh & Williams Inc
|
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WealthCollab, LLC
|
|
|
|
|
|
Allianz Se
|
|
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|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial
|
|
|
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Kingsman Wealth Management, Inc.
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Goldman Sachs Group Inc
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Facet Wealth, Inc.
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IAG Wealth Partners, LLC
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Hurlow Wealth Management Group, Inc.
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Strategic Blueprint, LLC
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McKinley Carter Wealth Services, Inc.
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Susquehanna International Group, Llp
|
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Pallas Capital Advisors LLC
|
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|
RAM Investment Partners, LLC
|
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|
Glenview Trust Co
|
|
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|
Charter Oak Capital Management, LLC
|
|
|
|
|
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Emerald Advisors, LLC
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Blue Bell Private Wealth Management, Llc
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Centaurus Financial, Inc.
|
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|
|
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|
Nemes Rush Group LLC
|
|
|
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|
Keystone Wealth Services, LLC
|
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|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Botty Investors LLC
|
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|
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|
Sellwood Investment Partners LLC
|
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|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
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|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Cordant, Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
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|
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|
|
Red Lighthouse Investment Management, Llc
|
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|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
DSCF - Alpha Architect ETF Trust - Discipline Fund ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
|
|
|
Great Point Wealth Advisors, LLC
|
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|
|
|
Dana Investment Advisors, Inc.
|
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|
|
|
Affiance Financial, LLC
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
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|
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|
Quest Investment Management Llc
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|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Matauro, Llc
|
|
|
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|
WealthTrak Capital Management LLC
|
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|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
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|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
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|
|
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|
BFI Infinity Ltd.
|
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|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
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|
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|
Burns J W & Co Inc/ny
|
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|
|
|
|
Clarity Asset Management, Inc.
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|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Stark Wealth Management LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Trustees of Dartmouth College
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
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BOS Asset Management, LLC
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Wealthstar Advisors, Llc
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Continuum Advisory, LLC
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Cercano Management LLC
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McLean Asset Management Corp
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Beirne Wealth Consulting Services, LLC
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Byrne Asset Management LLC
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IFP Advisors, Inc
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Vanguard Group Inc
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3Chopt Investment Partners, LLC
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Financial Network Wealth Management LLC
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Investment Advisory Group, LLC
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ACALX - NEIMAN FUNDS - Advisors Capital Active All Cap Fund
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Sonora Investment Management Group, LLC
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Northwest Bancshares, Inc.
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Mayflower Financial Advisors, LLC
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Archford Capital Strategies, LLC
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Integrity Alliance, Llc.
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Rialto Wealth Management, LLC
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Nbc Securities, Inc.
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Foster Group, Inc.
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MBL Wealth, LLC
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Adviser Investments LLC
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YHB Investment Advisors, Inc.
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Buckingham Strategic Partners
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Wolff Financial Management Llc
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Advantage Trust Co
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EP Wealth Advisors, Inc.
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Integrated Capital Management, LLC
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Motive Wealth Advisors
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Private Wealth Advisors, LLC
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WPG Advisers, LLC
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Greystone Financial Group, LLC
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Dynamic Wealth Strategies, LLC
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HT Partners LLC
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GFS Advisors, LLC
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Keebeck Wealth Management, LLC
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Level Four Advisory Services, Llc
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Genesis Private Wealth, Llc
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Tyler-Stone Wealth Management
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Leavell Investment Management, Inc.
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Summit Trail Advisors, Llc
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Prosperity Consulting Group, LLC
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Stonebridge Capital Advisors LLC
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Rinkey Investments
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Certus Wealth Management, LLC
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Security National Bank Of So Dak
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HighTower Advisors, LLC
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TKG Advisors, LLC
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Pacifica Partners Inc.
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Steel Peak Wealth Management LLC
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Legacy Financial Group LLC
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Eclectic Associates Inc /adv
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4Thought Financial Group Inc.
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Quadrant Capital Group Llc
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Insight Advisors, LLC/ PA
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Fiduciary Trust Co
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Purkiss Capital Advisors LLC
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Curran Financial Partners, LLC
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Tactive Advisors, LLC
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Insigneo Advisory Services, Llc
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Accredited Investors Inc.
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Stone Point Wealth LLC
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Tableaux Llc
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Hill Investment Group Partners, LLC
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TCP Asset Management, LLC
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Taylor Financial Group, Inc.
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Atlas Capital Advisors Llc
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Colony Family Offices, LLC
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True Wealth Design, LLC
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Summit Wealth Group Llc / Co
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Roffman Miller Associates Inc /pa/
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American Trust
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Jacobi Capital Management LLC
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Lowe Wealth Advisors, LLC
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CarsonAllaria Wealth Management, Ltd.
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Integrated Wealth Concepts LLC
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Choate Investment Advisors
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High Net Worth Advisory Group LLC
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Td Private Client Wealth Llc
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Newman Dignan & Sheerar, Inc.
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Sigma Planning Corp
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Carolina Wealth Advisors, LLC
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JSPGX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Growth Class T
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Breakwater Capital Group
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Victory Financial Group, Llc
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Keyvantage Wealth, Llc
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Graypoint LLC
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Summit Financial, LLC
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Ami Investment Management Inc
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Visionary Wealth Advisors
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Refined Wealth Management
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Juncture Wealth Strategies, Llc
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Papp L Roy & Associates
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Perfromance Wealth Partners, LLC
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Channel Wealth Llc
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HFM Investment Advisors, LLC
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Patton Albertson Miller Group, Llc
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Bogart Wealth, LLC
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Gibbs Wealth Management
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Capital Investment Counsel, LLC
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Avalon Trust Co
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Intelligence Driven Advisers, LLC
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Viewpoint Capital Management LLC
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Crews Bank & Trust
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Blue Chip Partners, Inc.
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RFG Advisory, LLC
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Congress Wealth Management LLC / DE /
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Oliver Lagore Vanvalin Investment Group
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Argent Trust Co
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J Hagan Capital, Inc.
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Navigoe, LLC
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Summit Global Investments
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LifeSteps Financial, Inc.
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Endowment Wealth Management, Inc.
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LifePlan Investment Advisors, Inc.
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Trust Co of Tennessee
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Balentine LLC
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Texas Bank & Trust Co
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Hm Payson & Co
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Empowered Funds, LLC
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Continuum Wealth Advisors, Llc
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Haven Private, LLC
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Quotient Wealth Partners, LLC
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Roberts Glore & Co Inc /il/
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Manning & Napier Advisors Llc
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Prosperitas Financial LLC
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Annex Advisory Services, LLC
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Atlas Brown,Inc.
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Ballast, Inc.
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Eagle Strategies LLC
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RWM Asset Management, LLC
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Long Island Wealth Management, Inc.
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Kennicott Capital Management Llc
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Alta Wealth Advisors LLC
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NorthCrest Asset Manangement, LLC
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Obsidian Personal Planning Solutions LLC
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Citizens Financial Group Inc/ri
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First American Trust, Fsb
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Focused Wealth Management, Inc
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Holderness Investments Co
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Prime Capital Investment Advisors, LLC
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Greenhouse Wealth Management, LLC
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Longview Financial Advisors, Inc.
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Tritonpoint Wealth, Llc
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Next Capital Management LLC
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Theory Financial Llc
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Bank Hapoalim Bm
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Keeler & Nadler Financial Planning & Wealth Management
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Winthrop Capital Management, LLC
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Betterment LLC
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Millstone Evans Group, LLC
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Northern Oak Wealth Management Inc
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BTG Pactual Asset Management US LLC
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49 Wealth Management, Llc
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Baron Wealth Management LLC
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Tower View Investment Management & Research LLC
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Central Pacific Bank - Trust Division
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Riggs Asset Managment Co. Inc.
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Financial Freedom, LLC
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Massmutual Trust Co Fsb/adv
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Lam Group, Inc.
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Axis Wealth Partners, LLC
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Jump Financial, LLC
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Federation des caisses Desjardins du Quebec
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Whittier Trust Co Of Nevada Inc
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National Asset Management, Inc.
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Daymark Wealth Partners, Llc
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Safir Wealth Advisors, LLC
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Capital Advisors Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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Arcadia Wealth Management, LLC
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WealthPlan Investment Management, LLC
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Embree Financial Group
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Tompkins Financial Corp
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Texas Capital Bank Wealth Management Services Inc
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PKS Advisory Services, LLC
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Td Asset Management Inc
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TFB Advisors LLC
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CAPROCK Group, Inc.
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Signal Advisors Wealth, LLC
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Maryland Capital Advisors Inc.
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Jones Financial Companies Lllp
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Marco Investment Management Llc
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MKT Advisors LLC
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Verisail Partners, LLC
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Covenant Asset Management, LLC
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Berkshire Money Management, Inc.
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Midland Wealth Advisors Llc
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Affinity Capital Advisors, LLC
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Perkins Coie Trust Co
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Northeast Financial Consultants Inc
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Client 1st Advisory Group, Llc
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Meeder Advisory Services, Inc.
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Center For Asset Management LLC
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Apriem Advisors
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Certified Advisory Corp
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Boyd Wealth Management, LLC
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Smith & Howard Wealth Management, LLC
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QTR Family Wealth, LLC
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Wellspring Financial Advisors, LLC
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Legend Financial Advisors, Inc.
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Graham Capital Management, L.P.
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Appleton Partners Inc/ma
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Kathleen S. Wright Associates Inc.
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NorthStar Asset Management LLC /NJ/
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Proathlete Wealth Management Llc
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Green Harvest Asset Management LLC
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Blair William & Co/il
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XY Planning Network, Inc.
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Sepio Capital, LP
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EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
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JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
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First Business Financial Services, Inc.
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Simplicity Wealth,LLC
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Optima Capital Llc
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Titleist Asset Management, Llc
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Texas Yale Capital Corp.
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GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
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Chaney Capital Management, Inc.
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Van Den Berg Management I, Inc
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Boston Partners
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SOL Capital Management CO
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MA Private Wealth
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Outlook Wealth Advisors, LLC
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Monterey Private Wealth, Inc.
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Fortis Capital Management LLC
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U.S. Capital Wealth Advisors, LLC
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Windsor Capital Management, LLC
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Maia Wealth LLC
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Moors & Cabot, Inc.
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Greenspring Advisors, LLC
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ELM - Series Portfolios Trust - Elm Market Navigator ETF
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Dougherty Wealth Advisers LLC
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Manchester Capital Management LLC
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Finward Bancorp
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Foguth Wealth Management, LLC.
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Gpwm Llc
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Golden State Equity Partners
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rebel Financial LLC
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N.E.W. Advisory Services LLC
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Glen Eagle Advisors, LLC
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Motco
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TrueWealth Advisors, LLC
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Pines Wealth Management, LLC
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Institute for Wealth Management, LLC.
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Moneta Group Investment Advisors Llc
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Marks Group Wealth Management, Inc
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Foundations Investment Advisors, LLC
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SlateStone Wealth, LLC
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Tiaa Trust, National Association
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Hilltop Partners LLC
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Rockwood Wealth Management, LLC
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Cambridge Investment Research Advisors, Inc.
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Silver Oak Advisory Group, Inc.
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Libra Wealth Llc
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Cooksen Wealth, LLC
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Crestwood Advisors Group LLC
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Cookson Peirce & Co Inc
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Accelerate Investment Advisors LLC
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Keb Asset Management, Llc
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Atomi Financial Group, Inc.
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Stratos Wealth Advisors, LLC
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VestGen Advisors, LLC
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Oak Harvest Investment Services
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May Hill Capital, LLC
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Lantern Wealth Advisors, LLC
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Anfield Capital Management, LLC
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Clean Yield Group
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Bank Of Hawaii
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AlTi Global, Inc.
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Ritter Daniher Financial Advisory LLC / DE
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Peapack Gladstone Financial Corp
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Zhang Financial LLC
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TT Capital Management LLC
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Compass Financial Services Inc
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BigSur Wealth Management LLC
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Forza Wealth Management, LLC
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Rakuten Securities, Inc.
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Sterling Group Wealth Management, LLC
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Tocqueville Asset Management L.p.
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Rf&l Wealth Management, Llc
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Prostatis Group LLC
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Winebrenner Capital Management Llc
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Adirondack Trust Co
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Naviter Wealth, LLC
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Mosaic Financial Group, Llc
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Janus Henderson Group Plc
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Arbor Investment Advisors, LLC
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Curio Wealth, Llc
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Vista Private Wealth Partners. LLC
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Conservest Capital Advisors, Inc.
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Diversify Advisory Services, LLC
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Rsm Us Wealth Management Llc
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Grimes & Company, Inc.
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North Ridge Wealth Advisors, Inc.
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Kitching Partners, Llc
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Vise Technologies, Inc.
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Kathmere Capital Management, LLC
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Ascent Group, LLC
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Pinnacle Associates Ltd
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Concurrent Investment Advisors, LLC
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Guidance Capital, Inc
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Headinvest, Llc
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Argentarii, LLC
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Northstar Advisory Group, LLC
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Avantax Planning Partners, Inc.
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Garrett Investment Advisors LLC
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Flagship Harbor Advisors, Llc
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Peak Financial Management, Inc.
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Mesirow Financial Investment Management, Inc.
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Commonwealth Equity Services, Llc
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Financial Advisory Corp
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Advisors Preferred, LLC
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Gotham Asset Management, LLC
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Pacific Point Advisors, LLC
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Oarsman Capital, Inc.
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Freestone Capital Holdings, LLC
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Anderson Hoagland & Co
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Battery Global Advisors, LLC
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Sonata Capital Group Inc
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Hollencrest Capital Management
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GDS Wealth Management
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Wrapmanager Inc
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Mission Creek Capital Partners, Inc.
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Cerro Pacific Wealth Advisors LLC
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Decker Retirement Planning Inc.
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Koesten, Hirschmann & Crabtree, INC.
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Retirement Guys Formula Llc
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Cora Capital Advisors Llc
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Ashton Thomas Securities, Llc
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Natixis Advisors, L.p.
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Seven Mile Advisory
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Farmers & Merchants Investments Inc
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Joseph P. Lucia & Associates, LLC
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True North Advisors, LLC
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Latigo Investments, LLC
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MSH Capital Advisors LLC
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CFS Investment Advisory Services, LLC
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Legacy Private Trust Co.
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Millennium Management Llc
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Retirement Planning Co of New England, Inc.
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SYM FINANCIAL Corp
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Tobias Financial Advisors, Inc.
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MONECO Advisors, LLC
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Blodgett Wealth Advisors, Llc
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Coordinated Financial Services, Inc./CO
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Pacific Financial Group Inc
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Greenbush Financial Group, LLC
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PAX Financial Group, LLC
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Austin Asset Management Co Inc
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Santori & Peters, Inc.
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Heritage Wealth Management, Inc. /CA/
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Greenup Street Wealth Management Llc
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Invst, LLC
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Shufro Rose & Co Llc
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Stuart Chaussee & Associates, Inc.
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Stegner Investment Associates Inc.
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Mayfair Advisory Group, LLC
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Ameritas Investment Partners, Inc.
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Marino, Stram & Associates Llc
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Madden Advisory Services, Inc.
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River Wealth Advisors LLC
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Independent Solutions Wealth Management, LLC
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Fiduciary Advisors, Inc.
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Ameriprise Financial Inc
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Waldron Private Wealth LLC
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Venture Visionary Partners LLC
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Stock Yards Bank & Trust Co
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Cobblestone Capital Advisors Llc /ny/
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Sandy Cove Advisors, LLC
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HTG Investment Advisors, Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Western Wealth Management, LLC
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Sanibel Captiva Trust Company, Inc.
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Midwest Trust Co
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Staley Capital Advisers Inc
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Everpar Advisors Llc
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Wiley Bros.-aintree Capital, Llc
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PrairieView Partners, LLC
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Meridian Wealth Advisors, LLC
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Cornerstone Planning Group LLC
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Stephens Group Asset Management, Llc
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Warner Financial, Inc
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J. Safra Sarasin Holding AG
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Peterson Wealth Services
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Elevate Wealth Advisory, Inc
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Diversified Trust Co
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Partners Capital Investment Group, Llp
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TBH Global Asset Management, LLC
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CENTRAL TRUST Co
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Kiker Wealth Management, LLC
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Independent Advisor Alliance
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Kiley Juergens Wealth Management, Llc
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NCM Capital Management, LLC
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SOUTH STATE Corp
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Morton Brown Family Wealth, LLC
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Bleakley Financial Group, LLC
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Granite FO LLC
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SILVER OAK SECURITIES, Inc
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Fortis Group Advisors, LLC
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Nadler Financial Group, Inc.
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Journey Advisory Group, LLC
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Sax Wealth Advisors, Llc
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Cidel Asset Management Inc
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Systelligence, LLC
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Vermillion & White Wealth Management Group, LLC
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Krilogy Financial LLC
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Wharton Business Group, LLC
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Lifeworks Advisors, LLC
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Segment Wealth Management, LLC
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Root Financial Partners, LLC
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Mainsail Asset Management, Llc
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Transform Wealth, LLC
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Glass Jacobson Investment Advisors llc
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Cozad Asset Management Inc
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Caldwell Securities, Inc
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Empower Advisory Group, LLC
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Sovereign Financial Group, Inc.
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Creative Financial Designs Inc /adv
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Kimelman & Baird, LLC
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Hennion & Walsh Asset Management, Inc.
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MTC Wealth Management LLC
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Lansing Street Advisors
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Goldstein Advisors, LLC
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Rollins Financial Advisors, LLC
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Royal Bank Of Canada
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Mather Group, Llc.
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Koss-Olinger Consulting, LLC
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TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
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Bank Of America Corp /de/
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Yarger Wealth Strategies, Llc
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Baron Silver Stevens Financial Advisors, Llc
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Farmers & Merchants Trust Co of Long Beach
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Firestone Capital Management
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Detalus Advisors, LLC
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LM Advisors LLC
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Ariadne Wealth Management, LP
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one8zero8, LLC
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United Capital Financial Advisers, Llc
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Atlantic Trust, LLC
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Fundamentun, Llc
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Aurora Private Wealth, Inc.
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Strategies Wealth Advisors, LLC
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Procyon Private Wealth Partners, LLC
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Providence Capital Advisors, LLC
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Beacon Financial Advisory LLC
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Brinker Capital Investments, LLC
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CJM Wealth Advisers, Ltd.
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Wealthcare Capital Partners, LLC
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Hancock Whitney Corp
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Fisher Asset Management, LLC
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O'Connor Financial Group LLC
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Alliance Wealth Advisors, LLC
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Bridgewater Advisors Inc.
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GSB Wealth Management, LLC
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Natixis
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Trilogy Capital Inc.
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Beverly Hills Private Wealth, LLC
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Wells Financial Advisors INC
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Peoples Financial Services Corp.
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Mason & Associates, LLC
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Helen Stephens Group, LLC
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Lionshead Wealth Management, LLC
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Mayport, Llc
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Asset Dedication, LLC
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Lebenthal Global Advisors, LLC
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Bell Investment Advisors, Inc
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Capital World Investors
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WP Advisors, LLC
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Weitzel Financial Services, Inc.
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Toroso Investments, LLC
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Old National Bancorp /in/
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Platform Technology Partners
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K2 Financial Inc.
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Huntington National Bank
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Stelac Advisory Services LLC
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Patriot Financial Group Insurance Agency, LLC
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Holistic Planning, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Rochester Wealth Strategies, LLC
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Money Concepts Capital Corp
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apricus wealth, LLC
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Inlight Wealth Management, LLC
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Edge Financial Advisors LLC
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Colonial Trust Co / SC
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Sageworth Trust Co of South Dakota
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Harbor Investment Advisory, Llc
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KWB Wealth
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Matrix Private Capital Group Llc
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Blue Barn Wealth, LLC
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Beacon Pointe Advisors, LLC
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WESCAP Management Group, Inc.
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Joel Isaacson & Co., LLC
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Chapman Financial Group, Llc
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Towneley Capital Management, Inc / DE
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Beaumont Asset Management, L.L.C.
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Mustard Seed Financial, LLC
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Summit Financial Wealth Advisors, LLC
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Savant Capital, LLC
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Garde Capital, Inc.
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Mosaic Family Wealth Partners, Llc
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Retirement Income Solutions, Inc
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Lynch Asset Management, Inc.
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Fmr Llc
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Syon Capital Llc
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SpringVest Wealth Management LLC
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Elm Partners Management LLC
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Ironsides Asset Advisors, LLC
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Community Bank, N.A.
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Transce3nd, LLC
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Truefg, Llc
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Prospera Financial Services Inc
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Crescent Grove Advisors, LLC
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Noesis Capital Mangement Corp
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VPR Management LLC
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KG&L Capital Management,LLC
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Plancorp, LLC
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Fifth Third Bancorp
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Wealth Management Partners, LLC
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Eagle Global Advisors Llc
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Capital Advisors Inc/ok
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Austin Wealth Management, LLC
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Archvest Wealth Advisors, Inc.
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EFG Asset Management (Americas) Corp.
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RMR Wealth Builders
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Legacy Financial Strategies, LLC
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White Lighthouse Investment Management Inc.
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W.G. Shaheen & Associates DBA Whitney & Co
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Level Wealth Management LLC
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Smith Thornton Advisors LLC
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Galvin, Gaustad & Stein, LLC
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Ashton Thomas Private Wealth, LLC
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Cresta Advisors, Ltd.
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Briaud Financial Planning, Inc
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Aristotle Capital Management, LLC
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Gallagher Fiduciary Advisors, LLC
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Acas, Llc
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Hutchens & Kramer Investment Management Group, LLC
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Evoke Wealth, Llc
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VisionPoint Advisory Group, LLC
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Comprehensive Financial Planning, Inc./PA
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Quaker Wealth Management, LLC
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Allie Family Office LLC
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Pacific Sage Partners, LLC
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Corrigan Financial, Inc.
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Resources Investment Advisors, LLC.
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Defined Wealth Management, Llc
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Qube Research & Technologies Ltd
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Financial Advisors Network, Inc.
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XML Financial, LLC
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Global Financial Private Client, LLC
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Orion Portfolio Solutions, LLC
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Atala Financial Inc
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HB Wealth Management, LLC
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L.K. Benson & Company, P.C.
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Cambiar Investors Llc
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Chatham Capital Group, Inc.
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Goepper Burkhardt LLC
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Steele Capital Management, Inc.
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Falcon Wealth Planning
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JNBA Financial Advisors
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Keybank National Association/oh
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Sightline Wealth Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Money Design Co.,Ltd.
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Essex Savings Bank
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Financial Gravity Companies, Inc.
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Lido Advisors, LLC
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Capital Investment Advisory Services, LLC
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C M Bidwell & Associates Ltd
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Change Path, LLC
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Northstar Group, Inc.
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Horizon Investments, LLC
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WealthPLAN Partners, LLC
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Aspen Capital Management, LLC
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Princeton Global Asset Management LLC
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Modern Wealth Management, LLC
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EWG Elevate Inc.
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Bare Financial Services, Inc
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Bear Mountain Capital, Inc.
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Cape Investment Advisory, Inc.
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Total Wealth Planning, Llc
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Atlantic Edge Private Wealth Management, LLC
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Worth Asset Management, LLC
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Harbor Group, Inc.
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Baker Tilly Financial, Llc
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Miracle Mile Advisors, LLC
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Symmetry Partners, LLC
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Orion Capital Management LLC
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Oppenheimer & Co Inc
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Carret Asset Management, Llc
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Birchcreek Wealth Management, LLC
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Northstar Asset Management Inc
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Hartford Funds Management Co LLC
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Woodmont Investment Counsel Llc
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Bridgewealth Advisory Group, LLC
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Zions Bancorporation, National Association /ut/
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Integrated Investment Consultants, LLC
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Howard Bailey Securities, Llc
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Onyx Bridge Wealth Group LLC
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Field & Main Bank
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BluePointe Capital Management, LLC
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Wealth Architects, LLC
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Advisory Alpha, LLC
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Capital Investment Services of America, Inc.
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SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
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Principle Wealth Partners Llc
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Kendall Capital Management
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Brighton Jones Llc
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Cornerstone Advisory, LLC
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Thrivent Financial For Lutherans
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Bellecapital International Ltd.
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Burkett Financial Services, Llc
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Aspire Private Capital, LLC
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Charis Legacy Partners, LLC
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SigFig Wealth Management, LLC
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Icapital Wealth Llc
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Colorado Capital Management, Inc.
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626 Financial, LLC
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Principal Financial Group Inc
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Dravo Bay Llc
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Davidson Trust Co
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Solidarilty Wealth, LLC
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Brandes Investment Partners, Lp
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First National Trust Co
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Pathway Financial Advisors LLC
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Sagace Wealth Management LLC
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NRI Wealth Management LC
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Atlas Legacy Advisors, LLC
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Emerald Investment Partners, Llc
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Hubbell Strickland Wealth Management, LLC
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Horizon Wealth Management, LLC
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Vivid Wealth Management, LLC
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Winch Advisory Services, LLC
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Newbridge Financial Services Group, Inc.
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Great Lakes Advisors, Llc
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Salomon & Ludwin, LLC
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Snider Financial Group
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Red Door Wealth Management, LLC
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Liberty Square Wealth Partners Llc
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Litman Gregory Asset Management LLC
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Morton Capital Management LLC/CA
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Apeiron RIA LLC
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Blankinship & Foster, LLC
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Focus Financial Network, Inc.
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BlackRock, Inc.
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Lutz Financial Services LLC
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Wealth Alliance
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Bank of New York Mellon Corp
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Blue Rock Wealth Management LLC
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Aspen Wealth Strategies, LLC
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Strategic Financial Partners, Ltd.
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First National Bank of Mount Dora, Trust Investment Services
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Wealthspire Advisors, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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North Star Investment Management Corp.
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Freedom Financial Partners LLC
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Founders Financial Alliance, LLC
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Johnson Investment Counsel Inc
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Syverson Strege & Co
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Your Advocates Ltd., LLP
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Northwest Wealth Management, Llc
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Roble, Belko & Company, Inc
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Fiduciary Family Office, Llc
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Richmond Investment Services, LLC
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Synergy Financial Group, LTD
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Regatta Capital Group, Llc
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Nepc Llc
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Paces Ferry Wealth Advisors, Llc
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GSG Advisors LLC
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West Financial Advisors, LLC
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Capital Analysts, Inc.
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Iron Horse Wealth Management, LLC
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McGlone Suttner Wealth Management, Inc.
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TFC Financial Management
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Seek First Inc.
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Financial Engines Advisors L.L.C.
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Van Cleef Asset Management,Inc
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Strategic Financial Concepts, LLC
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Centricity Wealth Management, LLC
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Confluence Wealth Services, Inc.
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Noble Wealth Management PBC
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Hilltop Holdings Inc.
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Kmg Fiduciary Partners, Llc
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RMG Wealth Management LLC
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Fiduciary Group LLC
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Estate Counselors, LLC
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Rs Crum Inc.
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Jentner Corp
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Annandale Capital, LLC
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10Elms LLP
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Hantz Financial Services, Inc.
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Members Advisory Group LLC
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Moseley Investment Management Inc
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Equitable Holdings, Inc.
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HBW Advisory Services LLC
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Bonfire Financial
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Advyzon Investment Management, LLC
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Nestegg Advisors, Inc.
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Per Stirling Capital Management, LLC.
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Newton One Investments LLC
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Montag A & Associates Inc
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Kaydan Wealth Management, Inc.
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Brookstone Capital Management
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PCG Wealth Advisors, LLC
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Note Advisors, LLC
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Riverview Trust Co
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JSPCX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Conservative Class T
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Peoples Bank /oh
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LMG Wealth Partners, LLC
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Innovative Wealth Building LLC
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Cannon Financial Strategists, Inc.
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Maltin Wealth Management, Inc.
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GW&K Investment Management, LLC
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Planning Directions Inc
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Mjp Associates Inc /adv
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Richard P Slaughter Associates Inc
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Connecticut Wealth Management, LLC
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Laraway Financial Inc
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Opus Capital Group, LLC
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Stephens Inc /ar/
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Aegis Wealth Management LLC
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Valpey Financial Services, LLC
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Martel Wealth Advisors Inc
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Lincoln Capital LLC
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Envestnet Asset Management Inc
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Cornerstone Wealth Management, LLC
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Arlington Trust Co LLC
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Hilltop National Bank
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Columbus Macro, LLC
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Zacks Investment Management
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Icon Wealth Advisors, LLC
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Sage Financial Group Inc
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Cutler Investment Counsel Llc
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Evensky & Katz LLC
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Walkner Condon Financial Advisors LLC
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AAFCPAs Wealth Management, LLC
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Advisors Capital Management, LLC
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BRYN MAWR TRUST Co
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Shira Ridge Wealth Management
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ZynergyRetirementPlanningLLC
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Moisand Fitzgerald Tamayo, LLC
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Veracity Capital LLC
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Integral Investment Advisors, Inc.
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Pure Financial Advisors, Inc.
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TD Waterhouse Canada Inc.
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One Charles Private Wealth Services, LLC
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Evergreen Capital Management Llc
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True Link Financial Advisors, LLC
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Bruce G. Allen Investments, LLC
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Fortress Financial Group, Llc
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Fountainhead AM, LLC
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Eq Wealth Advisors, Llc
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G&S Capital LLC
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Milestone Asset Management Group, LLC
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Sensible Money, LLC
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Telos Capital Management, Inc.
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MOKAN Wealth Management Inc.
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First Commonwealth Financial Corp /pa/
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Trust Co of the South
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Private Advisor Group, LLC
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FF Advisors,LLC
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Apollon Wealth Management, LLC
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Alexander Labrunerie & Co., Inc.
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Thrive Wealth Management, LLC
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FDx Advisors, Inc.
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Hoese & Co LLP
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Waddell & Associates, Llc
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Strid Group, LLC
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Pinnacle Bancorp, Inc.
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Security National Bank
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Midwestern Financial, LLC /IA
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Hallmark Capital Management Inc
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United Advisor Group, LLC
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Rappaport Reiches Capital Management, LLC
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Gerber, Llc
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Pinnacle Financial Partners Inc
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MeadowBrook Investment Advisors LLC
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Disciplined Investors, L.L.C.
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|
Bank of New Hampshire
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Prestige Wealth Management Group LLC
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Diligent Investors, LLC
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Squire Investment Management Company, LLC
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Clark Asset Management, LLC
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River Street Advisors LLC
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Wedbush Securities Inc
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Cardinal Strategic Wealth Guidance
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Eastern Bank
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Wealthspan Partners, Llc
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Aurelius Family Office LLC
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LRI Investments, LLC
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Johnson Financial Group, Inc.
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Squarepoint Ops LLC
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Crown Wealth Group, LLC
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Farnam Financial LLC
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Operose Advisors LLC
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Compass Investment Advisers LLC
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Parker Financial LLC
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Davis R M Inc
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BankPlus Trust Department
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Brandywine Oak Private Wealth Llc
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AlphaStar Capital Management, LLC
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Lincoln National Corp
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Mirae Asset Global Investments Co., Ltd.
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White Wing Wealth Management
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Lane & Associates LLC
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Ally Invest Advisors Inc.
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Willis Johnson & Associates, Inc.
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Belpointe Asset Management LLC
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Concorde Asset Management, LLC
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Fourth Dimension Wealth, LLC
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One Day In July LLC
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D.a. Davidson & Co.
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Seed Wealth Management, Inc.
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GM Advisory Group, Inc.
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Integrity Wealth Solutions LLC
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Barnes Wealth Management Group, Inc
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Patriot Investment Management Inc.
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Schwallier Wealth Management LLC
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Coppell Advisory Solutions LLC
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Neuberger Berman Group LLC
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Trace Wealth Advisors, LLC
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Valley National Advisers Inc
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Amplius Wealth Advisors, LLC
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Cedar Point Capital Partners, LLC
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Patten Group, Inc.
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David Wealth Management LLC
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Highline Wealth Partners Llc
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EMC Capital Management
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Financial Futures Ltd Liability Co.
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Martin Worley Group
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TruNorth Capital Management, LLC
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Davis Capital Management
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Nvwm, Llc
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Painted Porch Advisors LLC
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Waller Financial Planning Group, Inc
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Mercer Global Advisors Inc /adv
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Destination Wealth Management
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Townsend Asset Management Corp /nc/ /adv
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Fairvoy Private Wealth, LLC
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Associated Banc-corp
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Fund Evaluation Group, LLC
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Sofos Investments, Inc.
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Private Wealth Management Group, LLC
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BTC Capital Management, Inc.
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Heritage Trust Co
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Brave Asset Management Inc
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Tidal Trust II - Tactical Advantage ETF
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Smartleaf Asset Management LLC
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Elite Financial, Inc.
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Charles Schwab Investment Management Inc
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Ameriflex Group, Inc.
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PCA Investment Advisory Services Inc.
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Heritage Financial Services, LLC
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AlphaCore Capital LLC
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SilverOak Wealth Management LLC
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Ariston Services Group
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Stone House Investment Management, LLC
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Traction Financial Partners, LLC
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Legacy Bridge, LLC
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Petra Financial Advisors Inc
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Delos Wealth Advisors, LLC
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Ancora Advisors, LLC
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Raymond James Financial Inc
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Rathbone Brothers plc
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Ackerman Capital Advisors, LLC
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Ieq Capital, Llc
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Jacobsen Capital Management
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Beaumont Financial Advisors, LLC
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Perissos Private Wealth Management, LLC
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Index Fund Advisors, Inc.
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Roxbury Financial LLC
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Journey Beyond Wealth, LLC
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Hidden Cove Wealth Management, LLC
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FourThought Financial Partners, LLC
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Chapin Davis, Inc.
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Elevatus Welath Management
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Magnolia Capital Advisors Llc
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Bartlett & Co. Wealth Management Llc
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Intrinsic Value Partners, LLC
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Twin Tree Management, LP
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GWM Advisors LLC
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Romano Brothers And Company
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Horizon Investment Services, LLC
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Vista Wealth Management Group, LLC
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Clarion Wealth Managment Partners, LLC
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E&G Advisors, LP
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Portland Financial Advisors Inc
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Souders Financial Advisors
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Fifth Third Securities, Inc.
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Steward Partners Investment Advisory, Llc
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Brookwood Investment Group LLC
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Transcend Wealth Collective, Llc
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Fortress Wealth Group, LLC
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Ballast Advisors Llc
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SCS Capital Management LLC
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Axim Planning & Wealth
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First Heartland Consultants, Inc.
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180 Wealth Advisors, Llc
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Bnp Paribas Arbitrage, Sa
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JPL Wealth Management, LLC
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Main Street Group, LTD
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Garland Capital Management Inc
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Carr Financial Group Corp
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Gimbal Financial
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Parsons Capital Management Inc/ri
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Jpmorgan Chase & Co
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CRA Financial Services, LLC
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Kingsview Wealth Management, LLC
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Lpwm Llc
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TCTC Holdings, LLC
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OneAscent Financial Services LLC
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Wealth Preservation Advisors, LLC
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Oak Harbor Wealth Partners, Llc
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Marshall Financial Group Inc /adv
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Tenon Financial LLC
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Spurstone Advisory Services, LLC
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IHT Wealth Management, LLC
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Maseco Llp
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McAdam, LLC
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Efficient Advisors, LLC
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Allegheny Financial Group LTD
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Eq Llc
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Kings Path Partners LLC
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Cornerstone Financial Group, LLC /NE/
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Trustmark National Bank Trust Department
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Bank Of Montreal /can/
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Regent Peak Wealth Advisors LLC
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Goodman Financial Corp
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Wealthcare Advisory Partners LLC
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Lindbrook Capital, Llc
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Founders Grove Wealth Partners, Llc
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Atria Investments Llc
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Wrenne Financial Planning LLC
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Merrion Investment Management Co, LLC
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RCS Financial Planning, LLC
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Stephens Consulting, LLC
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Granite Harbor Advisors, Inc.
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Stephen J. Garry & Associates, Llc
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Florida Financial Advisors, 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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Y.D. More Investments Ltd
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Shoker Investment Counsel, Inc.
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Atria Wealth Solutions, Inc.
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Millington Financial Advisors, LLC
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Financial Advisory Service, Inc.
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Insight Inv LLC
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James J. Burns & Company, LLC
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Atticus Wealth Management, Llc
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Broadleaf Partners, LLC
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Coastal Bridge Advisors, LLC
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Veridan Wealth LLC
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Smithfield Trust Co
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State Farm Mutual Automobile Insurance Co
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Busey Wealth Management
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Resolute Advisors LLC
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Lantz Financial LLC
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Allied Investment Advisors, LLC
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Security National Bank Of Sioux City Iowa /ia/
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Conrad Siegel Investment Advisors, Inc.
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Jfs Wealth Advisors, Llc
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Foronjy Financial Llc
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HBK Sorce Advisory LLC
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Drake & Associates, LLC
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Creative Planning
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OLIO Financial Planning
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Cullen/frost Bankers, Inc.
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EPG Wealth Management LLC
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Becker Capital Management Inc
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R. W. Roge & Company, Inc.
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Investor's Fiduciary Advisor Network, LLC
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PDS Planning, Inc
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Old Point Trust & Financial Services N A
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Silverlake Wealth Management Llc
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Alpha Cubed Investments, LLC
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Traveka Wealth, LLC
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Christopher J. Hasenberg, Inc
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BlueSky Wealth Advisors, LLC
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Snowden Capital Advisors 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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Great Valley Advisor Group, Inc.
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Pekin Hardy Strauss, Inc.
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Cerity Partners LLC
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Highland Financial Advisors, LLC
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Frisch Financial Group, Inc.
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Victrix Investment Advisors
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Schechter Investment Advisors, LLC
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InvesTrust
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Sawgrass Asset Management Llc
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Global Retirement Partners, LLC
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JMG Financial Group, Ltd.
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Waterford Advisors, LLC
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Paragon Private Wealth Management, LLC
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Cypress Capital Advisors, LLC
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Barnes Pettey Financial Advisors, Llc
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Brown Miller Wealth Management, LLC
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Armbruster Capital Management, Inc.
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Foundation Wealth Management, LLC\PA
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Opes Wealth Management LLC
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Lowe Brockenbrough & Co Inc
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Weatherly Asset Management L. P.
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Pinnacle Wealth Management Group, Inc.
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TAGStone Capital, Inc.
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FSC Wealth Advisors, LLC
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Trinity Financial Advisors LLC
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Abound Wealth Management
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Aviso Financial Inc.
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|
Meritage Portfolio Management
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Valence8 US LP
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|
American Institute for Advanced Investment Management, LLP
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|
Biltmore Family Office, LLC
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|
Kaye Capital Management
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|
First National Corp /ma/ /adv
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|
Von Berge Wealth Management Group, LLC
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|
Grove Bank & Trust
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|
Morling Financial Advisors, LLC
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|
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|
|
NewEdge Wealth, LLC
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|
Able Wealth Management LLC
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|
Bristlecone Advisors, LLC
|
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|
|
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|
Blueprint Investment Partners LLC
|
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|
Hiley Hunt Wealth Management
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|
|
Rice Partnership, LLC
|
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|
|
|
|
Alesco Advisors Llc
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|
Colonial River Wealth Management, LLC
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|
Marquette Asset Management, LLC
|
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|
|
|
|
Vivaldi Capital Management, LLC
|
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|
|
City State Bank
|
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|
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|
American Alpha Advisors, LLC
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|
Hartmann Taylor Wealth Management, LLC
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|
Saxony Capital Management, LLC
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|
Benchmark Wealth Management, LLC
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|
Impact Partnership Wealth, LLC
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|
Tranquility Partners, LLC
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|
Wolf Group Capital Advisors
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|
Brian Low Financial Group, Llc
|
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|
May Barnhard Investments LLC
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Secure Asset Management, LLC
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Round Rock Advisors, LLC
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Novak & Powell Financial Services, Inc.
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|
M&t Bank Corp
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First Trust Advisors Lp
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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|
Prism Advisors, Inc.
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|
Cwm, Llc
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Talisman Wealth Advisors LLC
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|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Capital International Investors
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Apexium Financial, Lp
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Camarda Financial Advisors, LLC
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Truepoint, Inc.
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|
Elios Financial Group Inc.
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Sfmg, Llc
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Evanson Asset Management, LLC
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Quantum Financial Planning Services, Inc.
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|
Clarity Wealth Advisors, LLC
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Vantagepoint Investment Advisers Llc
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|
|
Twin City Private Wealth, Llc
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|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Hanover Advisors Inc
|
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|
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|
CVA Family Office, LLC
|
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|
Peachtree Investment Partners, LLC
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|
American Money Management, LLC
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|
Bellevue Asset Management, Llc
|
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|
First Manhattan Co
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|
Sowell Financial Services LLC
|
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|
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|
Latitude Advisors, LLC
|
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|
|
|
|
Redwood Financial Network Corp
|
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|
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|
Aqr Capital Management Llc
|
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|
|
Pensionmark Financial Group, Llc
|
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|
|
|
|
GeoWealth Management, LLC
|
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|
|
Elevated Capital Advisors, LLC
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Arete Wealth Advisors, LLC
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|
Sunbelt Securities, Inc.
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|
Tumwater Wealth Management, LLC
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|
Raab & Moskowitz Asset Management LLC
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|
|
|
Altfest L J & Co Inc
|
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|
|
|
|
Arthur M. Cohen & Associates, Llc
|
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|
|
|
|
Liberty Wealth Management Llc
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Northside Capital Management, LLC
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Coordinated Financial Services, Inc.
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|
Principal Street Partners, LLC
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ERn Financial, LLC
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|
Copia Wealth Management
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|
Lion Street Advisors, LLC
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|
|
Wolff Wiese Magana Llc
|
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|
Hall Capital Management Co Inc
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|
First Interstate Bank
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|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Cladis Investment Advisory, LLC
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|
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|
Everest Management Corp.
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|
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|
St. Clair Advisors, LLC
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|
|
|
|
MEMBERS Trust Co
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|
|
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|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
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|
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|
Prairieview Wealth Partners, Llc
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
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|
|
|
Bradley & Co. Private Wealth Management, LLC
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|
O'ROURKE & COMPANY, Inc
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|
Hopwood Financial Services, Inc.
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|
Nicolet Advisory Services, Llc
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Taylor, Cottrill, Erickson & Associates, Inc.
|
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|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
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|
GAMMA Investing LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Proffitt & Goodson Inc
|
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|
|
Kingstone Capital Partners Texas, LLC
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|
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
|
|
|
IFG Advisory, LLC
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|
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|
J. W. Coons Advisors, LLC
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Grove Street Fiduciary, LLC
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|
Thompson Davis & Co., Inc.
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|
Planwiser Financial, Llc
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Watts Gwilliam & Co., LLC
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|
Mill Creek Capital Advisors, LLC
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|
Cornerstone Advisors Asset Management, Inc
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|
|
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|
Unified Investment Management
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|
|
|
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|
Altiora Financial Group, LLC
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|
Deutsche Bank Ag\
|
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|
Planned Solutions, Inc.
|
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|
|
Cape Cod Five Cents Savings Bank
|
|
|
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|
Promus Capital, LLC
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|
RVW Wealth, LLC
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|
Principal Securities, Inc.
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|
Paragon Capital Management Ltd
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|
RDA Financial Network
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|
First Command Advisory Services, Inc.
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BridgePort Financial Solutions, LLC
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Collaborative Wealth Managment Inc.
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|
Paul Damon & Associates, Inc.
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|
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Carnegie Capital Asset Management, LLC
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St Germain D J Co Inc
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|
SPC Financial, Inc.
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|
KPP Advisory Services LLC
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|
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|
Keener Financial Planning LLC
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|
|
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|
|
Revisor Wealth Management LLC
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|
|
|
|
|
Cassaday & Co Wealth Management LLC
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|
|
|
|
|
L & S Advisors Inc
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|
|
|
|
|
Clarity Capital Partners LLC
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|
|
|
|
|
Summit Wealth Partners, LLC
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|
|
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|
Fort Point Capital Partners LLC
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|
|
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|
Berkeley Capital Partners, LLC
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|
Signaturefd, Llc
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|
Semus Wealth Partners LLC
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TCG Advisory Services, LLC
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National Wealth Management Group, LLC
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Advisor Group Holdings, Inc.
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|
Curated Wealth Partners LLC
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|
Angeles Wealth Management, Llc
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|
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|
Obermeyer Wood Investment Counsel, Lllp
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|
Fulton Bank, N.a.
|
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|
Smead Capital Management, Inc.
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|
Cyndeo Wealth Partners, LLC
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Fidelity D & D Bancorp Inc
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|
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|
Aire Advisors, Llc
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|
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|
Leo Wealth, LLC
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|
Citadel Advisors Llc
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|
Hoxton Planning & Management, LLC
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|
Cascades Capital Asset Management, LLC
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|
Blueprint Financial Advisors LLC
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|
United Bank
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|
Prudential Plc
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Slagle Financial, LLC
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|
Rather & Kittrell, Inc.
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|
Monticello Wealth Management, Llc
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|
Planning Alternatives Ltd /adv
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|
Canton Hathaway, LLC
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|
Fortitude Advisory Group L.L.C.
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|
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|
Schulz Wealth, LTD.
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|
Hoge Financial Services, Llc
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|
|
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Modera Wealth Management, LLC
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Pillar Financial Advisors, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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DHJJ Financial Advisors, Ltd.
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Oakworth Capital, Inc.
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Jackson Creek Investment Advisors LLC
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DecisionMap Wealth Management, LLC
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Arcadia Investment Advisors Llc
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First Pacific Financial
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Trust Co
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BKM Wealth Management, LLC
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Sound Income Strategies, LLC
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Checchi Capital Advisers, LLC
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Howard Wealth Management, Llc
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Truist Financial Corp
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Barnes Dennig Private Wealth Management LLC
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Salus Financial Advisors, LLC
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Allred Capital Management, LLC
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Sage Capital Advisors,llc
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Hoey Investments, Inc
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Wescott Financial Advisory Group, LLC
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Exencial Wealth Advisors, Llc
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Park Square Financial Group, LLC
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Mason Investment Advisory Services, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Ronald Blue Trust, Inc.
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Prudent Man Investment Management, Inc.
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Equitable Trust Co
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Kingswood Wealth Advisors, Llc
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Avion Wealth
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Moser Wealth Advisors, LLC
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Quadrant Private Wealth Management, LLC
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Mml Investors Services, Llc
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Cathy Pareto & Associates, Inc
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Flynn Zito Capital Management, Llc
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Avenue 1 Advisors, LLC
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Golden State Wealth Management, LLC
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IFG Advisors, LLC
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Boreal Capital Management LLC
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Bailard, Inc.
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Smith, Moore & Co.
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Clear Creek Financial Management, LLC
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EverSource Wealth Advisors, LLC
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Intelligent Financial Strategies
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First Citizens Bank & Trust Co
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Evermay Wealth Management Llc
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Prevail Innovative Wealth Advisors, Llc
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Heritage Wealth Management, Inc.
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Cresset Asset Management, LLC
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Portside Wealth Group, LLC
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SageView Advisory Group, LLC
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Means Investment Co., Inc.
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Forte Capital Llc /adv
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Russell Investments Group, Ltd.
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Riversedge Advisors, Llc
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Summit Financial Strategies, Inc.
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AIMZ Investment Advisors, LLC
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Accurate Wealth Management, LLC
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Mariner, LLC
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Capital Management Associates, Inc
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Claris Financial LLC
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Benjamin Edwards Inc
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My Legacy Advisors, LLC
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jvl associates llc
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Topsail Wealth Management, LLC
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Patron Partners Advisors, Llc
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McCarthy Grittinger Financial Group, LLC
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Baldwin Brothers Inc/ma
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Axxcess Wealth Management, Llc
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Pfc Capital Group, Inc.
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BlueStem Wealth Partners, LLC
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CoreCap Advisors, LLC
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BOK Financial Private Wealth, Inc.
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Apollon Financial, LLC
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Mackenzie Financial Corp
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Aspect Partners, LLC
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Kovitz Investment Group Partners, LLC
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Financial Services Advisory Inc
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Atlantic Private Wealth, LLC
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Safeguard Investment Advisory Group, LLC
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Nbt Bank N A /ny
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Dynamic Financial Group
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Wingate Wealth Advisors, Inc.
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Signal Tree Financial Partners Llc
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FC Advisory LLC
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Evergreen Wealth Management, LLC
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Level Financial Advisors, Inc.
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Winthrop Advisory Group LLC
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Northstar Asset Management Llc
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Sage Investment Counsel LLC
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Phillips Financial Management, Llc
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POM Investment Strategies, LLC
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Cooper Financial Group
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SC&H Financial Advisors, Inc.
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Alliance Wealth Management Group
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Bryant Woods Investment Advisors, LLC
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Cetera Investment Advisers
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Intellectus Partners, LLC
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Tsfg, Llc
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Black Diamond Financial, LLC
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Compass Capital Corp /ma/ /adv
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RHS Financial, LLC
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Costello Asset Management, INC
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Financial Life Advisors
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Ferguson Wellman Capital Management, Inc
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Robinson Smith Wealth Advisors Llc
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Perritt Capital Management Inc
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RTD Financial Advisors, Inc.
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Robertson Stephens Wealth Management, LLC
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Copperwynd Financial, LLC
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AdvisorNet Financial, Inc
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Armis Advisers, LLC
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Fusion Family Wealth LLC
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Grandview Asset Management LLC
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Versant Capital Management, Inc
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Legacy Investment Solutions, LLC
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Enterprise Bank & Trust Co
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Brown, Lisle/cummings, Inc.
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Camden Capital, LLC
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Total Investment Management Inc
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Pinnacle Wealth Management Advisory Group, LLC
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New York Life Investment Management Llc
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McIlrath & Eck, LLC
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Planning Center, Inc.
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Crewe Advisors LLC
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Midwest Capital Advisors, LLC
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Jackson Hole Capital Partners, LLC
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Glenmede Trust Co Na
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Grand Wealth Management, Llc
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Olistico Wealth, LLC
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RiverFront Investment Group, LLC
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Quadcap Wealth Management, LLC
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Cypress Point Wealth Management, LLC
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First National Bank Of Omaha
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Old North State Wealth Management, LLC
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Howland Capital Management Llc
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Taylor Hoffman Capital Management LLC
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Capstone Wealth Management Group, Llc
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Dover Advisors, Llc
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Birnam Oak Advisors, LP
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Uptown Financial Advisors LLC
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Avantax Advisory Services, Inc.
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Horan Securities, Inc.
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ABLE Financial Group, LLC
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Vista Capital Partners, Inc.
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Wealth Group Ltd
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tru Independence LLC
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Fortis Capital Advisors, LLC
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WFA Asset Management Corp
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Pine Harbor Wealth Management, LLC
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Probity Advisors, Inc.
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Farmers National Bank
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Kestra Investment Management, LLC
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Allegiance Financial Group Advisory Services LLC
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Clune & Associates, Ltd.
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Prasad Wealth Partners, LLC
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Future Financial Wealth Managment LLC
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UBS Group AG
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Foster & Motley Inc
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Crux Wealth Advisors
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Motiv8 Investments LLC
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Mv Capital Management, Inc.
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Baltimore-Washington Financial Advisors, Inc.
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Advisory Services Network, LLC
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Carl P. Sherr & Co., LLC
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Ameritas Advisory Services, LLC
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GenTrust, LLC
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Cambridge Capital Management, Llc
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Prosperity Planning, Inc.
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Wealthedge Investment Advisors, Llc
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Retirement Wealth Solutions LLC
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Dunhill Financial, LLC
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Novem Group
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Capital Asset Advisory Services LLC
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One Capital Management, LLC
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Inspirion Wealth Advisors, Llc
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Burney Co/
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Capital Advisors, Ltd. LLC
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TL Private Wealth
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Wealth Management Resources, Inc.
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Main Street Financial Solutions, LLC
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Venturi Wealth Management, LLC
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Permanens Capital L.P.
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Rise Advisors, LLC
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Wick Capital Partners, LLC
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King Luther Capital Management Corp
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BKA Wealth Consulting, Inc.
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Sapient Capital Llc
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Asset Allocation Strategies LLC
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IPG Investment Advisors LLC
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One Wealth Advisors, LLC
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Bernard Wealth Management Corp.
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Regions Financial Corp
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Ellevest, Inc.
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Evolution Wealth Advisors, LLC
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Wsfs Capital Management, Llc
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Kohmann Bosshard Financial Services, LLC
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Ulland Investment Advisors, LLC
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Capital Investment Counsel, Inc
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Sachetta, LLC
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MidAtlantic Capital Management, Inc.
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FSM Wealth Advisors, LLC
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Resources Management Corp /ct/ /adv
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DiNuzzo Private Wealth, Inc.
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Nicolet Bankshares Inc
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Capital Wealth Management, Llc
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Fonville Wealth Management LLC
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Encompass Wealth Advisors, Llc
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Montecito Bank & Trust
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MGB Wealth Management, LLC
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Valued Wealth Advisors LLC
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ICONIQ Capital, LLC
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Coston, McIsaac & Partners
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Signature Resources Capital Management, LLC
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Leading Edge Financial Planning LLC
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Schoolcraft Capital LLC
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Rodgers & Associates, LTD
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Lokken Investment Group LLC
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Marcum Wealth, LLC
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Spinnaker Trust
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North Star Asset Management Inc
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Stage Harbor Financial, Llc
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Mpwm Advisory Solutions, Llc
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Moody National Bank Trust Division
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Williams Jones Wealth Management, LLC.
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Thoroughbred Financial Services, Llc
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Twin Focus Capital Partners, Llc
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LongView Wealth Management
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Mcdonald Partners Llc
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Circle Wealth Management, LLC
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Aspiriant, Llc
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Cloud Capital Management, LLC
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Ade, Llc
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Warwick Investment Management, Inc.
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Weinberger Asset Management, Inc
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Partners in Financial Planning
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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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St. Louis Trust Co
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Truvestments Capital Llc
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Wellington Capital Management, Inc.
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WealthTrust Axiom LLC
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Fwl Investment Management, Llc
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Renaissance Technologies Llc
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Sittner & Nelson, Llc
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Redmond Asset Management, LLC
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Claro Advisors LLC
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Stonehearth Capital Management, LLC
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Valeo Financial Advisors, LLC
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Bridges Investment Management Inc
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Mountain Hill Investment Partners Corp.
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Austin Private Wealth, LLC
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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Pittenger & Anderson Inc
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Hemington Wealth Management
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Anchor Investment Management, LLC
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Excalibur Management Corp
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Consolidated Portfolio Review Corp
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Wealth Management Strategies, Inc.
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Traphagen Investment Advisors Llc
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Werba Rubin Papier Wealth Management
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Welch & Forbes Llc
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Gts Securities Llc
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PFS Partners, LLC
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APCM Wealth Management for Individuals
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Orcam Financial Group
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Stablepoint Partners, LLC
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Clarity Capital Advisors, LLC
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First Bancorp, Inc /ME/
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Navis Wealth Advisors, LLC
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Seelaus Asset Management LLC
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StoneX Group Inc.
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Kestra Private Wealth Services, Llc
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Cypress Financial Planning Llc
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Catalyst Financial Partners Llc
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Wiser Advisor Group LLC
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Drucker Wealth 3.0, LLC
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Nixon Peabody Trust Co
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Centurion Wealth Management LLC
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RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
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Csenge Advisory Group
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Cypress Wealth Services, LLC
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Rockefeller Capital Management L.P.
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Barry Investment Advisors, LLC
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HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
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Abacus Planning Group, Inc.
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Disciplined Investments, LLC
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Cascade Wealth Advisors, Inc
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Savvy Advisors, Inc.
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Global Wealth Management Investment Advisory, Inc.
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Larson Financial Group LLC
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Luminvest Wealth Management LLC
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Rehmann Capital Advisory Group
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Wealth Quarterback LLC
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Wall Street Access Asset Management, LLC
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Ceera Investments, Llc
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Wetzel Investment Advisors, Inc.
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Bell Bank
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Cohen Investment Advisors LLC
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Sound View Wealth Advisors Group, LLC
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|
|
Hara Capital LLC
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Kovack Advisors, Inc.
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ROSS\JOHNSON & Associates LLC
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Hanlon Investment Management, Inc.
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Allspring Global Investments Holdings, LLC
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Roman Butler Fullerton & Co
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Cheviot Value Management, LLC
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Sagespring Wealth Partners, Llc
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Bedel Financial Consulting, Inc.
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Financial Synergies Wealth Advisors, Inc.
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Oxford Financial Group Ltd
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Jaffetilchin Investment Partners, LLC
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Two Roads Shared Trust - Foundations Dynamic Value ETF
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Fi3 FINANCIAL ADVISORS, LLC
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Talon Private Wealth, LLC
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Paladin Advisory Group, LLC
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Capitol Family Office, Inc.
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First Hawaiian Bank
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Safeguard Financial, LLC
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Flywheel Private Wealth LLC
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Verity Asset Management, Inc.
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Curtis Advisory Group, LLC
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American Capital Advisory, LLC
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Prosperity Financial Group, Inc.
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Meridian Financial, LLC
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SOA Wealth Advisors, LLC.
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Colton Groome Financial Advisors, Llc
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Compass Ion Advisors, LLC
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