|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Vista Finance, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
IMOAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Moderate Portfolio A
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
Envision Financial LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Anthracite Investment Company, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Southern Farm Bureau Life Insurance
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
York Capital Management Global Advisors, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
IAAAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Growth Portfolio A
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares
|
|
|
|
|
|
RiverTree Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
5th Street Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
IMLAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Moderate Growth Portfolio A
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
School Employees Retirement Board Of Ohio
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Searcy Financial Services Inc /adv
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Summer Road Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
HFG Wealth Management, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Truffle Hound Capital, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
OneAscent Capital Opportunities Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Retirement Financial Solutions, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
ICLAX - TRANSAMERICA FUNDS - Transamerica Asset Allocation - Conservative Portfolio A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
ADG Wealth Management Group, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Southport Management, L.l.c.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
FSA Investment Group, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
New Harbor Financial Group, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Beaumont Capital Management, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Ffg Retirement Advisors Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
