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Family Capital Trust Co
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Seed Wealth Management, Inc.
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Strategic Financial Concepts, LLC
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Jacobi Capital Management LLC
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Cooper/haims Advisors, Llc
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TCG Advisory Services, LLC
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Flow Traders U.s. Llc
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Great Point Wealth Advisors, LLC
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Clearwater Capital Advisors, LLC
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BRYN MAWR TRUST Co
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Family Investment Center, Inc.
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LRI Investments, LLC
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IFP Advisors, Inc
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Golden State Wealth Management, LLC
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Austin Asset Management Co Inc
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Cambridge Investment Research Advisors, Inc.
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Advance Capital Management, Inc.
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Bayshore Asset Management, Llc
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First National Bank Sioux Falls
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Redwood Park Advisors LLC
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EWG Elevate Inc.
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Accordant Advisory Group Inc
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Parkside Financial Bank & Trust
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Northwestern Mutual Wealth Management Co
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KFA Private Wealth Group, LLC
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TFB Advisors LLC
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Principal Securities, Inc.
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Consolidated Portfolio Review Corp
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Mason & Associates Inc
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Capital Planning Advisors, LLC
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Baird Financial Group, Inc.
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Zrc Wealth Management, Llc
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Mercer Global Advisors Inc /adv
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HighTower Advisors, LLC
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Integrity Wealth Solutions LLC
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Glenmede Investment Management, LP
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Hutchens & Kramer Investment Management Group, LLC
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RMR Wealth Builders
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Atticus Wealth Management, Llc
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Citadel Advisors Llc
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Trellis Wealth Advisors LLC
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Greenspring Advisors, LLC
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Crossmark Global Holdings, Inc.
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Oak Root LLC
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Clear Point Advisors Inc.
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Tarbox Family Office, Inc.
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Jane Street Group, Llc
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Bank of Marin
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Rothschild Investment Llc
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Tfo-tdc, Llc
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Savvy Advisors, Inc.
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United Capital Financial Advisers, Llc
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Avant Financial Advisors LLC
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Armis Advisers, LLC
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Visionary Wealth Advisors
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Quarry Hill Advisors, Llc
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RAM Investment Partners, LLC
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Harbor Asset Planning, Inc.
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Stonebrook Private Inc.
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WealthPlan Investment Management, LLC
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RVW Wealth, LLC
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Clear Creek Financial Management, LLC
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Correct Capital Wealth Management
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Global Wealth Strategies & Associates
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Nbc Securities, Inc.
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Morgan Stanley
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Change Path, LLC
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Vista Capital Partners, Inc.
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Bank Of America Corp /de/
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Castle Wealth Management Llc
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True Wealth Design, LLC
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Rialto Wealth Management, LLC
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Signaturefd, Llc
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Wells Fargo & Company/mn
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Chicago Partners Investment Group LLC
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AdvisorNet Financial, Inc
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Aspiriant, Llc
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Meredith Wealth Planning
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SRS Capital Advisors, Inc.
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Zhang Financial LLC
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Mariner, LLC
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Wedmont Private Capital
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Symmetry Partners, LLC
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Life Planning Partners, Inc
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Valued Wealth Advisors LLC
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Vestmark Advisory Solutions, Inc.
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ACT Advisors, LLC.
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Cwm, Llc
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Grove Bank & Trust
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USAdvisors Wealth Management, LLC
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Umb Bank N A/mo
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Accel Wealth Management
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Jones Financial Companies Lllp
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Leading Edge Financial Planning LLC
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Vanguard Group Inc
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IAG Wealth Partners, LLC
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Pnc Financial Services Group, Inc.
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Midwestern Financial, LLC /IA
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Rockwood Wealth Management, LLC
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Fort Vancouver Investment Management, LLC
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Vista Wealth Management Group, LLC
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Ausdal Financial Partners, Inc.
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SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares
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Elevate Wealth Advisory, Inc
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Wiley Bros.-aintree Capital, Llc
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Operose Advisors LLC
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Orion Capital Management LLC
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BWM Planning, LLC
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Apella Capital, LLC
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Caliber Wealth Management, LLC / KS
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Milestone Asset Management Group, LLC
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SILVER OAK SECURITIES, Inc
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Cannon Financial Strategists, Inc.
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Wetherby Asset Management Inc
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Bessemer Group Inc
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NorthCrest Asset Manangement, LLC
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Lutz Financial Services LLC
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First Trust Advisors Lp
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Envestnet Asset Management Inc
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Perigon Wealth Management, LLC
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Nemes Rush Group LLC
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Independence Bank of Kentucky
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Financial Enhancement Group LLC
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Envestnet Portfolio Solutions, Inc.
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Michael A. Dubis Financial Planning, LLC
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Financial Advisory Service, Inc.
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Alpha Financial Advisors, LLC
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Accelerate Investment Advisors LLC
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Mml Investors Services, Llc
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Satovsky Asset Management Llc
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Ronald Blue Trust, Inc.
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Tillman Hartley LLC
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Lakeridge Wealth Management LLC
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Modern Wealth Management, LLC
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Cozad Asset Management Inc
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Sage Rhino Capital Llc
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Awm Capital, Llc
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UMA Financial Services, Inc.
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Maseco Llp
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Werba Rubin Papier Wealth Management
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Nwam Llc
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Cardiff Park Advisors, Llc
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Certified Advisory Corp
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Cascade Financial Partners, LLC
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Prospect Financial Group LLC
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Echo Wealth Management, LLC
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HORAN Wealth, LLC
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Integrated Wealth Concepts LLC
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Plante Moran Financial Advisors, LLC
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Cornerstone Capital, Inc.
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KKM Financial LLC
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Kavar Capital Partners Group, Llc
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Parkworth Wealth Management, Inc.
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Northwest Wealth Management, Llc
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Parcion Private Wealth LLC
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Haven Private, LLC
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Fifth Third Bancorp
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Advisory Resource Group
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Gradient Investments LLC
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Rockefeller Capital Management L.P.
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Chilton Capital Management Llc
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Merit Financial Group, LLC
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IAM Advisory, LLC
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Stonehearth Capital Management, LLC
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Paladin Advisory Group, LLC
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Holcombe Financial, Inc.
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Sterneck Capital Management, LLC
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Mesirow Financial Investment Management, Inc.
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Websterrogers Financial Advisors, Llc
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Henrickson Nauta Wealth Advisors, Inc.
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Capital Performance Advisors Llp
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PFG Investments, LLC
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Gerber Kawasaki Wealth & Investment Management
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Financial Advocates Investment Management
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PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D
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Lion Street Advisors, LLC
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EnRich Financial Partners LLC
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Retirement Income Solutions, Inc
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GWM Advisors LLC
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Brinker Capital Investments, LLC
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IHT Wealth Management, LLC
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Savant Capital, LLC
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Freedom Financial Partners LLC
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B&D White Capital Company, LLC
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Copley Financial Group, Inc.
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1620 Investment Advisors, Inc.
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Ruedi Wealth Management, Inc.
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Forum Financial Management, LP
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Fonville Wealth Management LLC
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Paragon Advisors, LLC
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Trademark Financial Management, LLC
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Flagstone Financial Management
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Cerity Partners LLC
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WMG Financial Advisors, LLC
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Clarity Capital Advisors, LLC
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NorthRock Partners, LLC
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Bridgewealth Advisory Group, LLC
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Pinnacle Bancorp, Inc.
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Motco
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Physician Wealth Solutions Inc.
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Resources Investment Advisors, LLC.
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Pacific Asset Management, LLC
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Angeles Wealth Management, Llc
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Citizens & Northern Corp
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Transatlantique Private Wealth Llc
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Sequoia Financial Advisors, LLC
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Johnson Financial Group, Inc.
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Highland Financial Advisors, LLC
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D.a. Davidson & Co.
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Armbruster Capital Management, Inc.
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Greenwich Wealth Management LLC
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Concurrent Investment Advisors, LLC
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Greenup Street Wealth Management Llc
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Atwood & Palmer Inc
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Simplicity Wealth,LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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Brown Financial Advisory
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AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF
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Vista Investment Partners Llc
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Spire Wealth Management
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Fmb Wealth Management
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Journey Strategic Wealth Llc
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Sax Wealth Advisors, Llc
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WorthPointe, LLC
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Heritage Wealth Architects, Inc.
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SC&H Financial Advisors, Inc.
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Divergent Planning, LLC
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SageView Advisory Group, LLC
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Signature Resources Capital Management, LLC
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Gateway Wealth Partners, LLC
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Townsquare Capital Llc
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Bartlett & Co. Wealth Management Llc
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Clarity Asset Management, Inc.
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Milestone Investment Advisors LLC
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Old Mission Capital Llc
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Aurelius Family Office LLC
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SJS Investment Consulting Inc.
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Wealthstream Advisors, Inc.
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CoreCap Advisors, LLC
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Crewe Advisors LLC
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Pensionmark Financial Group, Llc
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Brown Financial Advisors
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Ifrah Financial Services, Inc.
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GEM Asset Management, LLC
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Cypress Point Wealth Management, LLC
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ShankerValleau Wealth Advisors, Inc.
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Advyzon Investment Management, LLC
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Versant Capital Management, Inc
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Ariadne Wealth Management, LP
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Oak Wealth Advisors LLC
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Financial Futures Ltd Liability Co.
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Bank of New Hampshire
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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BSW Wealth Partners
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Global Retirement Partners, LLC
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Camarda Financial Advisors, LLC
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Burk Holdings LLC
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Sprinkle Financial Consultants LLC
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Creative Capital Management Investments LLC
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Key FInancial Inc
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Evoke Wealth, Llc
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Yardley Wealth Management LLC
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Decker Retirement Planning Inc.
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Pacific Life Fund Advisors LLC
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BLVD Private Wealth, LLC
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Magnolia Private Wealth, LLC
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Tortoise Investment Management, LLC
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Ameritas Advisory Services, LLC
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Ieq Capital, Llc
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Emerald Investment Partners, Llc
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North Capital, Inc.
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Wealthfront Advisers Llc
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Private Trust Co Na
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Royal Bank Of Canada
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AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF
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ABLE Financial Group, LLC
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Buckingham Strategic Partners
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Gts Securities Llc
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Jackson Thornton Asset Management, Llc
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Plancorp, LLC
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Promus Capital, LLC
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Paladin Wealth, LLC
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Gwn Securities Inc.
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Ark & Tlk Investments, Llc
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Stifel Financial Corp
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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Fmr Llc
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CVA Family Office, LLC
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HB Wealth Management, LLC
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Petros Family Wealth, LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Trace Wealth Advisors, LLC
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Atlas Brown,Inc.
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Level Financial Advisors, Inc.
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Trustmark National Bank Trust Department
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Aqr Capital Management Llc
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HFM Investment Advisors, LLC
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Anderson Hoagland & Co
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Bannerman Wealth Management Group, Llc
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Cloud Capital Management, LLC
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Parallel Advisors, LLC
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Renaissance Technologies Llc
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Hardin Capital Partners, LLC
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Riverchase Wealth Management, Llc
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L.K. Benson & Company, P.C.
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Marquette Asset Management, LLC
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Evolution Wealth Management Inc.
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Summit Financial Strategies, Inc.
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Canvas Wealth Advisors, LLC
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Betterment LLC
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Accredited Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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Red Lighthouse Investment Management, Llc
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L & S Advisors Inc
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Financial Engines Advisors L.L.C.
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Kestra Private Wealth Services, Llc
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Vise Technologies, Inc.
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Magnolia Capital Advisors Llc
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Private Wealth Management Group, LLC
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REAP Financial Group, LLC
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Mattson Financial Services, LLC
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Grand Wealth Management, Llc
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Smartleaf Asset Management LLC
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Aprio Wealth Management, LLC
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O'shaughnessy Asset Management, Llc
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Transcendent Capital Group LLC
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Fifth Third Wealth Advisors LLC
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Garrett Investment Advisors LLC
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Glassman Wealth Services
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Diversified Portfolios, Inc.
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MN Wealth Advisors, LLC
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AGH Wealth Advisors, LLC
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Farther Finance Advisors, LLC
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CAP Partners, LLC
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CENTRAL TRUST Co
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Bfsg, Llc
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Kelman-Lazarov, Inc.
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CWA Asset Management Group, LLC
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Clarion Wealth Managment Partners, LLC
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Fifth Third Securities, Inc.
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Ridgeline Wealth, LLC
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Fft Wealth Management Llc
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ORBA Wealth Advisors, L.L.C.
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UBS Group AG
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Brown Advisory Inc
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Morris Financial Concepts, Inc.
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Private Advisor Group, LLC
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D L Carlson Investment Group Inc
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Comprehensive Financial Planning, Inc./PA
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WCG Wealth Advisors LLC
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Allodium Investment Consultants, LLC
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Truepoint, Inc.
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GAMMA Investing LLC
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American Century Companies Inc
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LexAurum Advisors, LLC
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Arcadia Wealth Management, Inc.
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Assetmark, Inc
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Stratos Wealth Partners, LTD.
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SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
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Sunpointe, LLC
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New Dimensions Wealth Management, LLC
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Bank Of Montreal /can/
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Balance Wealth, LLC
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Wedbush Securities Inc
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PrairieView Partners, LLC
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Kings Path Partners LLC
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Krilogy Financial LLC
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Equitable Holdings, Inc.
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Cobblestone Capital Advisors Llc /ny/
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Plum Street Advisors, LLC
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Orion Portfolio Solutions, LLC
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Boyer & Corporon Wealth Management, LLC
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Activest Wealth Management
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Prosperity Planning, Inc.
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Truist Financial Corp
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Annex Advisory Services, LLC
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Winnow Wealth Llc
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Your Advocates Ltd., LLP
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Global Strategic Investment Solutions, LLC
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Eaton-Cambridge Inc.
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CI Private Wealth, LLC
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Park Square Financial Group, LLC
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Stephens Consulting, LLC
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Transcend Wealth Collective, Llc
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Advisor OS, LLC
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Good Life Advisors, LLC
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North Ridge Wealth Advisors, Inc.
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Poinciana Advisors Group, Llc
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Private Capital Management Llc
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BCR Wealth Strategies, LLC
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Atala Financial Inc
|
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Park Avenue Securities Llc
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Addison Advisors LLC
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Endeavor Private Wealth, Inc.
|
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Eastern Bank
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Cresset Asset Management, LLC
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Brookstone Capital Management
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Pacifica Partners Inc.
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TCI Wealth Advisors, Inc.
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Asset Dedication, LLC
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Global Trust Asset Management, LLC
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Bank of New York Mellon Corp
|
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Steward Partners Investment Advisory, Llc
|
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|
|
AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF
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Fwl Investment Management, Llc
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Lunt Capital Management, Inc.
|
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Breakwater Capital Group
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Cetera Investment Advisers
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|
Farmers & Merchants Trust Co of Long Beach
|
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Atria Wealth Solutions, Inc.
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Quantum Financial Advisors, LLC
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Pinnacle Financial Partners Inc
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Ballast, Inc.
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|
Collective Family Office Llc
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REDW Wealth LLC
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|
Apollon Wealth Management, LLC
|
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|
|
Hill Investment Group Partners, LLC
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|
Falcon Wealth Planning
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Nova R Wealth, Inc.
|
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|
Whittier Trust Co Of Nevada Inc
|
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Cetera Trust Company, N.A
|
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|
HTG Investment Advisors, Inc.
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Modera Wealth Management, LLC
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Comerica Bank
|
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|
ESL Trust Services, LLC
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|
Paul R. Ried Financial Group, LLC
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Annandale Capital, LLC
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Tanglewood Legacy Advisors, LLC
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|
Gallagher Fiduciary Advisors, LLC
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Cornerstone Wealth Management, LLC
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Eq Wealth Advisors, Llc
|
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BlackRock, Inc.
|
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Family Office Research LLC
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Visionary Horizons, LLC
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Passive Capital Management, LLC.
|
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Axxcess Wealth Management, Llc
|
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Intelligent Financial Strategies
|
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|
Glenview Trust Co
|
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|
Colony Group, LLC
|
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|
Kestra Advisory Services, LLC
|
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EverSource Wealth Advisors, LLC
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Raymond James Financial Inc
|
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|
|
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|
Diversified Trust Co
|
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|
Traub Capital Management LLC
|
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|
Mendota Financial Group, LLC
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Strategic Blueprint, LLC
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Avantax Advisory Services, Inc.
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Foundations Investment Advisors, LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
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|
Pathstone Holdings, LLC
|
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|
|
|
|
LPL Financial LLC
|
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|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
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|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
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|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
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|
Proathlete Wealth Management Llc
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Clune & Associates, Ltd.
|
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|
Yukon Wealth Management, Inc.
|
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|
Oceanside Advisors LLC
|
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|
Susquehanna International Group, Llp
|
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|
|
|
Creative Planning
|
|
|
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|
|
Evensky & Katz LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
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|
|
|
Nations Financial Group Inc, /ia/ /adv
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|
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|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
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|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
SOL Capital Management CO
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|
Warren Averett Asset Management, LLC
|
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|
Parkshore Wealth Management, Inc.
|
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|
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|
Horan Securities, Inc.
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Catalytic Wealth RIA, LLC
|
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|
Broadway Wealth Solutions, Inc.
|
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|
|
|
|
Quantinno Capital Management LP
|
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|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
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|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
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Joseph P. Lucia & Associates, LLC
|
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|
|
|
Bridgewater Advisors Inc.
|
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|
|
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|
Financial Symmetry Inc
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
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|
|
|
|
Herold Advisors, Inc.
|
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Lifestyle Asset Management, Inc.
|
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Lam Group, Inc.
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Commonwealth Equity Services, Llc
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|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
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|
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|
Curio Wealth, Llc
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
JRM Investment Counsel, LLC
|
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|
|
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|
Qube Research & Technologies Ltd
|
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|
Abacus Planning Group, Inc.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
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|
