|
Jpmorgan Chase & Co
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
ADG Wealth Management Group, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Strategic Point Investment Advisors, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
S. R. Schill & Associates
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
First Citizens Asset Management, Inc.
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Compass Investment Advisers LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Mission Hills Financial Advisory, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
