|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
AGRH - iShares U.S. ETF Trust - iShares Interest Rate Hedged U.S. Aggregate Bond ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Wilshire Associates Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I
|
|
|
|
|
|
TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
AGIH - iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Kopp Family Office, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Passaic Partners LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
P/E Global LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Vannoy Advisory Group, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Hippocratic Financial Advisors, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Western Asset Management Company, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Destiny Capital Corp/CO
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
SGPGX - RBB FUND, INC. - SGI Prudent Growth Fund Class I Shares
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Ohio National Investments, Inc.
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Bricktown Capital, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Vested Financial Planning, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Sheridan Capital Management, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
ISOLX - Voya Separate Portfolios Trust - Voya Target In-Retirement Fund Class I
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Investure, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Moneda S.A. Administradora General de Fondos
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Premier Financial Group
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Adaptive Financial Consulting, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
|
|
|
|
|
|
RSBY - Tidal Trust II - Return Stacked(R) Bonds & Futures Yield ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Mastercard Foundation Asset Management Corp
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Metropolitan Life Insurance Co/ny
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Ge Investment Management Corp.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
Johns Hopkins University
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Beaumont Capital Management, LLC
|
|
|
|
|
|
Tidal Trust II - Tactical Advantage ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Liquid Strategies, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
AGGH - Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Somnio Financial Group, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
1607 Capital Partners, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
HFG Wealth Management, LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
CASIX - MUTUAL FUND SERIES TRUST - Catalyst/Aspect Enhanced Multi-Asset Fund Class I
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Blend Fund Initial Class
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
WealthNavi Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Navigation Wealth Management, Inc.
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Financial Designs Corp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
ERTS Wealth Advisors, LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Mason Street Advisors, Llc
|
|
|
|
|
|
Durante & Waters, Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
OVB - Listed Funds Trust - Overlay Shares Core Bond ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Dow Chemical Co /de/
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
FSA Investment Group, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Halter Ferguson Financial Inc.
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
GPINX - GPS Funds II - GuidePath(R) Income Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Toews Corp /adv
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Mosaic Advisors LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
ALM First Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Verger Capital Management LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Prairieview Wealth Partners, Llc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
PMG Wealth Management, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
ARGI Investment Services, LLC
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Core Wealth Management, Inc.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service
|
|
|
|
|
|
Envision Financial LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Compass Financial Group, Inc.
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
Penney Financial, LLC
|
|
|
|
|
|
MTC Wealth Management LLC
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Legacy Wealth Management, Inc
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Rivernorth Capital Management, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
|
|
|
|
|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Gridiron Partners, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
3EDGE Asset Management, LP
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Juniper Hill Capital Management, LP
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
MB Generational Wealth, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CPR Investments Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I
|
|
|
|
|
|
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
First Citizens Asset Management, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Mkd Wealth Coaches, Llc
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Marquette Associates, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
TUIFX - Northern Lights Fund Trust - Toews Unconstrained Income Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Planwiser Financial, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Strategic Investment Management, Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Wealth Forward, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
Vantagepoint Investment Advisers Llc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
IRSLX - Voya Separate Portfolios Trust - Voya Target Retirement 2025 Fund Class I
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Logan Stone Capital, LLC
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Arizona PSPRS Trust
|
|
|
|
|
|
Bakala Capital Management LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Amtrust Financial Services, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Fort Henry Capital, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
HCMEX - NORTHERN LIGHTS FUND TRUST III - HCM Income Plus Fund Class A Shares
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Erickson Financial Group, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
N/A - Clayton Street Trust - Protective Life Dynamic Allocation Series - Conservative Portfolio
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Golden Bell Financial Planning LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
GP Brinson Investments LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
CBM Financial, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MPRO - Northern Lights Fund Trust IV - Monarch ProCap ETF
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Cosner Financial Group, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
