|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Marquette Associates, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Mission Hills Financial Advisory, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Prime Buchholz LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Safir Wealth Advisors, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Oak Root LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Vested Financial Planning, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Mustico Financial Group, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Landmark Wealth Management, Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Lincoln National Corp
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
