East Coast Asset Management, LLC.
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
Nipun Capital, L.P.
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
Smh Capital Advisors Inc
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
UBS Group AG
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
Cabana Llc
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
ARP - Advisors' Inner Circle Fund II - PMV Adaptive Risk Parity ETF
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
American Trust
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
Bricktown Capital, LLC
|
|
|
|
|
LBJ Family Wealth Advisors, Ltd.
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
DSCF - Alpha Architect ETF Trust - Discipline Fund ETF
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
Mosaic Advisors LLC
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
ISWAX - Voya PARTNERS INC - Voya Solution Income Portfolio Class ADV
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
City Holding Co
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
Compass Investment Advisers LLC
|
|
|
|
|
Prime Buchholz LLC
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
Wit, Llc
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
JLKZX - John Hancock Funds II - Multi-Index 2055 Lifetime Portfolio Class 1
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
ISRAX - Voya PARTNERS INC - Voya Solution 2045 Portfolio Class ADV
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
Security Benefit Life Insurance Co /ks/
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
JSPGX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Growth Class T
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
Tikvah Management LLC
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
Wealth Advisory Team LLC
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
Creekside Partners
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
Benningfield Financial Advisors, Llc
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
Barings Llc
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
SWS Partners
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
JSPMX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Moderate Class T
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
Nepc Llc
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
Amundi
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
Maseco Llp
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
Aurelius Family Office LLC
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
GP Brinson Investments LLC
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
Laffer Investments
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
American National Bank
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
Michelson Medical Research Foundation, Inc.
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
ARGI Investment Services, LLC
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
Betterment LLC
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
JRODX - John Hancock Funds II - Multi-Index 2060 Lifetime Portfolio Class 1
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
Eastern Bank
|
|
|
|
|
1st Source Bank
|
|
|
|
|
Obsido Oy
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
RPTC Inc.
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
Main Management LLC
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
Money Design Co.,Ltd.
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
Fpc Investment Advisory, Inc.
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
Bank of Marin
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
WealthNavi Inc.
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
Allianz Se
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
Cadence Wealth Management LLC
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
New Harbor Financial Group, LLC
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
Lincoln National Corp
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
Cliffwater LLC
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
ISQAX - Voya PARTNERS INC - Voya Solution 2035 Portfolio Class ADV
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
Ade, Llc
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
Rochester Wealth Strategies, LLC
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
IRCAX - Voya INVESTORS TRUST - Voya Retirement Conservative Portfolio Class ADV
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
Frontier Asset Management, LLC
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
Kennicott Capital Management Llc
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
Simmons Bank
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
JSPCX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Conservative Class T
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
IRMGX - Voya INVESTORS TRUST - Voya Retirement Moderate Growth Portfolio Class ADV
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
VRSAX - Voya Separate Portfolios Trust - Voya Target Retirement 2060 Fund Class I
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
Commerce Bank
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
CX Institutional
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
Bakala Capital Management LLC
|
|
|
|
|
Ayalon Holdings Ltd.
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
Friday Financial
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
JRLWX - John Hancock Funds II - Multi-Index 2050 Lifetime Portfolio Class 1
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Collier Financial
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
ESG Planning
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
CNB Bank
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
Eq Llc
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
JAAJX - John Hancock Funds II - Multi-Index 2065 Lifetime Portfolio Class R4
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
IRSPX - Voya Separate Portfolios Trust - Voya Target Retirement 2045 Fund Class I
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
Security National Bank
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
Exchange Bank
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
Kopp Family Office, LLC
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
Matisse Capital
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
Praetorian Wealth Management, Inc.
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
IRSQX - Voya Separate Portfolios Trust - Voya Target Retirement 2050 Fund Class I
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
IRGPX - Voya INVESTORS TRUST - Voya Retirement Growth Portfolio Class ADV
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
JHODX - John Hancock Funds II - 2070 Lifetime Blend Portfolio Class R6
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
Stash Investments, LLC
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
Golden Bell Financial Planning LLC
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
VSQIX - Voya PARTNERS INC - Voya Solution 2065 Portfolio Class I
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
Trust Co
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
ISOLX - Voya Separate Portfolios Trust - Voya Target In-Retirement Fund Class I
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
First American Bank
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
TrueWealth Financial Partners
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
IRMPX - Voya INVESTORS TRUST - Voya Retirement Moderate Portfolio Class ADV
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
Motco
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
Barclays Plc
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
Gridiron Partners, LLC
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
IASPX - Voya PARTNERS INC - Voya Solution 2055 Portfolio Class ADV
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
ISZAX - Voya PARTNERS INC - Voya Solution 2025 Portfolio Class ADV
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
10Elms LLP
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
United Community Bank
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
ISNFX - Voya PARTNERS INC - Voya Solution 2030 Portfolio Class ADV
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
|
|
|
|
|
Balentine LLC
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
ISNPX - Voya PARTNERS INC - Voya Solution 2050 Portfolio Class ADV
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
O'Dell Group, LLC
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
IRSVX - Voya Separate Portfolios Trust - Voya Target Retirement 2055 Fund Class I
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
Financial Counselors Inc
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
TLT Family Holdco ULC
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares
|
|
|
|
|
Fmr Llc
|
|
|
|
|
VSPAX - Voya PARTNERS INC - Voya Solution 2060 Portfolio Class ADV
|
|
|
|
|
Weitzel Financial Services, Inc.
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
DORVAL Corp
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
Kitching Partners, Llc
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
Nwam Llc
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
Sofi Wealth, Llc
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
City State Bank
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
Miramar Fiduciary Corp
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
IRSLX - Voya Separate Portfolios Trust - Voya Target Retirement 2025 Fund Class I
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
S&co Inc
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
Renasant Bank
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
RSEE - Collaborative Investment Series Trust - Rareview Systematic Equity ETF
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
Burney Co/
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
DKM Wealth Management, Inc.
|
|
|
|
|
Northland Capital Management LLC
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
Vawter Financial, Ltd.
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
VTUFX - Voya Separate Portfolios Trust - Voya Target Retirement 2065 Fund Class R6
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
Invst, LLC
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
Creative Planning
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
New Vernon Capital Holdings II LLC
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
Innealta Capital, Llc
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
Rareview Capital LLC
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
Bokf, Na
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
Emprise Bank
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
Essex LLC
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
Comerica Bank
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
Ai Financial Services Llc
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
Novem Group
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
Avion Wealth
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
ISNKX - Voya PARTNERS INC - Voya Solution 2040 Portfolio Class ADV
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|