Woodside Wealth Management LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Balentine LLC
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Whitener Capital Management, Inc.
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Mather Group, Llc.
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Keystone Wealth Services, LLC
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Brinker Capital Investments, LLC
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Solstein Capital, LLC
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Pallas Capital Advisors LLC
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CFO4Life Group, LLC
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Brown Advisory Inc
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MidAtlantic Capital Management, Inc.
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Y-Intercept (Hong Kong) Ltd
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Gts Securities Llc
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Quantinno Capital Management LP
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First Pacific Financial
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City Center Advisors, LLC
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LongView Wealth Management
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Fwl Investment Management, Llc
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MEMBERS Trust Co
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Ausdal Financial Partners, Inc.
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Strata Wealth Advisors, LLC
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Signaturefd, Llc
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GeoWealth Management, LLC
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Empirical Asset Management, LLC
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Values Added Financial LLC
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Global Retirement Partners, LLC
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Wolff Wiese Magana Llc
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Arkadios Wealth Advisors
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Keudell/Morrison Wealth Management
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Tempus Wealth Planning, LLC
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Jackson Creek Investment Advisors LLC
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Arete Wealth Advisors, LLC
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DHJJ Financial Advisors, Ltd.
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Regal Investment Advisors LLC
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Greykasell Wealth Strategies, Inc.
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Private Advisor Group, LLC
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Cidel Asset Management Inc
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IFG Advisory, LLC
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Moneta Group Investment Advisors Llc
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Rf&l Wealth Management, Llc
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Washington Trust Advisors, Inc.
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IHT Wealth Management, LLC
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Colonial Trust Co / SC
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Chicago Partners Investment Group LLC
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Janney Montgomery Scott LLC
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Congress Wealth Management LLC / DE /
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Coastwise Capital Group, LLC
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Custom Index Systems, Llc
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True North Advisors, LLC
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Red Mountain Financial, LLC
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William Howard & Co Financial Advisors Inc
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Old Mission Capital Llc
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Front Row Advisors LLC
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Northern Trust Corp
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Keeler & Nadler Financial Planning & Wealth Management
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Nbt Bank N A /ny
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Resources Investment Advisors, LLC.
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Cambridge Investment Research Advisors, Inc.
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Flow Traders U.s. Llc
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Steward Partners Investment Advisory, Llc
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UBS Group AG
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Morgan Stanley
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New Republic Capital, LLC
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Stratos Wealth Advisors, LLC
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Parsons Capital Management Inc/ri
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Evanson Asset Management, LLC
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Comerica Bank
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Highline Wealth Partners Llc
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Ethos Financial Group, LLC
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Barry Investment Advisors, LLC
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Transce3nd, LLC
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Asio Capital, LLC
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Rossby Financial, LCC
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CoreCap Advisors, LLC
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Wealth Enhancement Advisory Services, Llc
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Financial Perspectives, Inc
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Ritholtz Wealth Management
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Hilltop Holdings Inc.
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Angeles Wealth Management, Llc
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Hoey Investments, Inc
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Anchor Investment Management, LLC
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Victory Capital Management Inc
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WCG Wealth Advisors LLC
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Creative Financial Designs Inc /adv
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Strategic Blueprint, LLC
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Ameritas Advisory Services, LLC
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Patten & Patten Inc/tn
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Founders Financial Securities Llc
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LVW Advisors, LLC
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Atlantic Union Bankshares Corp
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Diversified Portfolios, Inc.
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Envestnet Asset Management Inc
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Traub Capital Management LLC
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Tradition Wealth Management, LLC
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AssuredPartners Investment Advisors, LLC
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Diversify Wealth Management, Llc
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NorthRock Partners, LLC
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WealthPLAN Partners, LLC
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Smartleaf Asset Management LLC
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Pinnacle Financial Partners Inc
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Occidental Asset Management, LLC
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Beacon Capital Management, LLC
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Round Rock Advisors, LLC
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Team Financial Group, LLC
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Berger Financial Group, Inc
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Aspect Partners, LLC
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EWG Elevate Inc.
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J.w. Cole Advisors, Inc.
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Key FInancial Inc
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Modera Wealth Management, LLC
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Financial Gravity Companies, Inc.
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Fisher Asset Management, LLC
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SJS Investment Consulting Inc.
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Root Financial Partners, LLC
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West Wealth Group, LLC
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Advisory Services Network, LLC
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Carrera Capital Advisors
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Frazier Financial Advisors, LLC
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Financial Advisory Service, Inc.
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Csenge Advisory Group
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HBK Sorce Advisory LLC
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Novem Group
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Charles Schwab Trust Co
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Russell Investments Group, Ltd.
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Whittier Trust Co
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Lodestar Private Asset Management Llc
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Sovran Advisors, LLC
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Stone Point Wealth LLC
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Kelman-Lazarov, Inc.
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Pinney & Scofield, Inc.
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PCA Investment Advisory Services Inc.
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Wells Fargo & Company/mn
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Francis Financial, Inc.
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WESPAC Advisors, LLC
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Waterfront Wealth Inc.
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Motco
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Thrivent Financial For Lutherans
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Riverchase Wealth Management, Llc
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Great Valley Advisor Group, Inc.
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Integrated Wealth Concepts LLC
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Captrust Financial Advisors
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IFP Advisors, Inc
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Canandaigua National Bank & Trust Co
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Clarity Capital Advisors, LLC
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Vise Technologies, Inc.
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Bulwark Capital Corp
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Hardy Reed LLC
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Royal Bank Of Canada
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Eq Wealth Advisors, Llc
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Red Tortoise LLC
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JB Capital LLC
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Change Path, LLC
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|
Townsend Asset Management Corp /nc/ /adv
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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|
Keyvantage Wealth, Llc
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|
Bessemer Group Inc
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|
Howe & Rusling Inc
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Mjp Associates Inc /adv
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|
Bruce G. Allen Investments, LLC
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|
Kuhn & Co Investment Counsel
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Assetmark, Inc
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|
Triangle Securities Wealth Management
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|
Private Trust Co Na
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|
Wolf Group Capital Advisors
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|
Collective Family Office Llc
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
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|
Parvin Asset Management, LLC
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|
Allworth Financial LP
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|
Lbmc Investment Advisors, Llc
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|
10Elms LLP
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|
Kingsview Wealth Management, LLC
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|
Avion Wealth
|
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|
Atlantic Trust, LLC
|
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|
Synovus Financial Corp
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Wiley Bros.-aintree Capital, Llc
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Shilanski & Associates, Inc.
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|
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
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|
Hengehold Capital Management Llc
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|
Fortis Advisors, LLC
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|
Archer Investment Corp
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|
Firestone Capital Management
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|
Johnson Investment Counsel Inc
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|
DDD Partners, LLC
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Accredited Wealth Management, LLC
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MAI Capital Management
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McKinley Carter Wealth Services, Inc.
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Princeton Global Asset Management LLC
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Aspiring Ventures, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Wealthspan Partners, Llc
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Ellevest, Inc.
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Maia Wealth LLC
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National Asset Management, Inc.
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Avantra Family Wealth, Inc.
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Mv Capital Management, Inc.
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AlphaCore Capital LLC
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Marshall & Sterling Wealth Advisors Inc.
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Glenmede Investment Management, LP
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Dunhill Financial, LLC
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Principal Securities, Inc.
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Seven Springs Wealth Group, LLC
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Coldstream Capital Management Inc
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Nbc Securities, Inc.
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D'Orazio & Associates, Inc.
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Warner Financial, Inc
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Ancora Advisors, LLC
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Revolve Wealth Partners, LLC
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Miracle Mile Advisors, LLC
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Flagship Harbor Advisors, Llc
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Clark Asset Management, LLC
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Smithfield Trust Co
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GHP Investment Advisors, Inc.
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Bokf, Na
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EP Wealth Advisors, Inc.
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Evercore Wealth Management, LLC
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Atomi Financial Group, Inc.
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EverSource Wealth Advisors, LLC
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Turtle Creek Wealth Advisors, LLC
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|
Cutler Investment Counsel Llc
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Iron Horse Wealth Management, LLC
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|
Farther Finance Advisors, LLC
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Magnolia Private Wealth, LLC
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Centurion Wealth Management LLC
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|
Verde Capital Management
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|
Glassman Wealth Services
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|
WealthCare Investment Partners, LLC
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|
Hamilton Point Investment Advisors, LLC
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Resonant Capital Advisors, LLC
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Graney & King, LLC
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Pflug Koory, LLC
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PDS Planning, Inc
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Lutz Financial Services LLC
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Kathleen S. Wright Associates Inc.
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Kingswood Wealth Advisors, Llc
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Johnson Bixby & Associates, LLC
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|
Van Den Berg Management I, Inc
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|
Weaver Capital Management LLC
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|
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|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
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|
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|
LGT Financial Advisors LLC
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|
Rollins Financial Advisors, LLC
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|
RHS Financial, LLC
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|
TruNorth Capital Management, LLC
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|
Kaizen Financial Strategies
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|
Seven Mile Advisory
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|
Mendel Capital Management LLC
|
|
|
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|
American Financial & Tax Strategies Inc
|
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|
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|
Brown Brothers Harriman & Co
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|
Wagner Wealth Management, Llc
|
|
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|
Capital Wealth Management, Llc
|
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|
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|
Paladin Advisory Group, LLC
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
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|
Cabot Wealth Management Inc
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|
Financial Engines Advisors L.L.C.
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|
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|
1832 Asset Management L.P.
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
Sound Income Strategies, LLC
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|
|
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|
Northwestern Mutual Wealth Management Co
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|
Modern Wealth Management, LLC
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|
Abound Wealth Management
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|
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|
Unison Advisors LLC
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|
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|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
|
|
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|
Phillips Financial Management, Llc
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Strategic Wealth Partners, Ltd.
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|
Certified Advisory Corp
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|
N.E.W. Advisory Services LLC
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|
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|
SOL Capital Management CO
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|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
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|
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|
Clark Capital Management Group, Inc.
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|
Guardian Financial Partners, LLC
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|
Synergy Investment Management, LLC
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|
CI Private Wealth, LLC
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|
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|
Alpha Omega Wealth Management LLC
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|
|
|
Lee Financial Co
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|
|
|
|
Resources Management Corp /ct/ /adv
|
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|
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|
Oxford Financial Group Ltd
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|
Creekside Partners
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|
Financial Connections Group, Inc.
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|
Financial Consulate, Inc
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|
Cardiff Park Advisors, Llc
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|
Raymond James Financial Inc
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|
Evergreen Capital Management Llc
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|
Mutual Advisors, LLC
|
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|
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|
Wade Financial Advisory, Inc
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|
Intelligent Financial Strategies
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|
NWF Advisory Services Inc.
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|
Salomon & Ludwin, LLC
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|
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|
Argent Trust Co
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|
|
|
Foster & Motley Inc
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
Peapack Gladstone Financial Corp
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|
1 North Wealth Services Llc
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|
Belpointe Asset Management LLC
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Arlington Financial Advisors, LLC
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|
Nadler Financial Group, Inc.
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|
Cassaday & Co Wealth Management LLC
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|
Spire Wealth Management
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|
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|
Mercer Global Advisors Inc /adv
|
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|
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|
Ackerman Capital Advisors, LLC
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|
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|
TCG Advisory Services, LLC
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|
McMahon Financial Advisors, LLC
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|
Northland Capital Management LLC
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|
Concurrent Investment Advisors, LLC
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|
TT Capital Management LLC
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|
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|
Asset Allocation Strategies LLC
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|
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|
Wedmont Private Capital
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|
|
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|
Cerro Pacific Wealth Advisors LLC
|
|
|
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|
Salem Investment Counselors Inc
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|
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|
Monticello Wealth Management, Llc
|
|
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|
Mission Wealth Management, Lp
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Harbour Investment Management Llc
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Sofos Investments, Inc.
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|
Sigma Planning Corp
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|
JMG Financial Group, Ltd.
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|
Farmers & Merchants Investments Inc
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|
SigFig Wealth Management, LLC
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|
Citadel Advisors Llc
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|
Phil A. Younker & Associates, Ltd.
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|
Bank Of Montreal /can/
|
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|
Paradigm Financial Partners, Llc
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|
Commonwealth Equity Services, Llc
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|
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|
Larson Financial Group LLC
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|
Stage Harbor Financial, Llc
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|
Freestone Capital Holdings, LLC
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|
Aviance Capital Partners, LLC
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|
Capital Investment Advisors, LLC
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Integrated Advisors Network LLC
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|
MidWestOne Financial Group, Inc.
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|
Sandy Spring Bank
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|
U.S. Capital Wealth Advisors, LLC
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|
Alesco Advisors Llc
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|
|
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|
Destination Wealth Management
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|
|
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|
Pathstone Holdings, LLC
|
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|
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|
Mogy Joel R Investment Counsel Inc
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|
Eastern Bank
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|
Bristlecone Advisors, LLC
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|
Kathmere Capital Management, LLC
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Avantax Advisory Services, Inc.
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|
StoneX Group Inc.
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|
Alps Advisors Inc
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|
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|
Atlantic Edge Private Wealth Management, LLC
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|
|
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Harbor Asset Planning, Inc.
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Lido Advisors, LLC
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Asset Management Group, Inc.
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UMA Financial Services, Inc.
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Bartlett & Co. Wealth Management Llc
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Hemington Wealth Management
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Regions Financial Corp
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McIlrath & Eck, LLC
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HB Wealth Management, LLC
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Wambolt & Associates, LLC
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Rothschild Investment Llc
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Glass Jacobson Investment Advisors llc
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KM Capital Management Ltd.
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Envestnet Portfolio Solutions, Inc.
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Bell Bank
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Delta Asset Management Llc/tn
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Kestra Private Wealth Services, Llc
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BOK Financial Private Wealth, Inc.
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LPL Financial LLC
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Plante Moran Financial Advisors, LLC
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Rsm Us Wealth Management Llc
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Appleton Partners Inc/ma
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Keystone Financial Group
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Pacific Capital Wealth Advisors, Inc
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Access Financial Services, Inc.
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G2 Capital Management, Llc / Oh
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Manuka Financial, LLC
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Johnson Financial Group, Inc.
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Seed Wealth Management, Inc.
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Visionary Horizons, LLC
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Northwest Wealth Management, Llc
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SOUTH STATE Corp
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Clearview Wealth Advisors LLC
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Bellevue Asset Management, Llc
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Glenview Trust Co
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Cullen/frost Bankers, Inc.
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Walkner Condon Financial Advisors LLC
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Cerity Partners LLC
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Moller Financial Services
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Leuthold Group, Llc
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Whipplewood Advisors, LLC
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Wilkins Miller Wealth Management, LLC
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Ifrah Financial Services, Inc.
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Security Financial Services, INC.
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Cape Investment Advisory, Inc.
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Menlo Advisors Llc
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Qube Research & Technologies Ltd
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Total Clarity Wealth Management, Inc.
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Victory Financial Group, Llc
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WFA of San Diego, LLC
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National Bank Of Canada /fi/
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Lunt Capital Management, Inc.
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First Horizon Advisors, Inc.
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Principia Wealth Advisory, LLC
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Almanack Investment Partners, LLC.
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Liberty Square Wealth Partners Llc
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Fairway Wealth LLC
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Raleigh Capital Management Inc.
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Sonora Investment Management Group, LLC
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SOA Wealth Advisors, LLC.
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Accredited Investors Inc.
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Advisor Group Holdings, Inc.
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Tompkins Financial Corp
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Pinnacle Wealth Planning Services, Inc.
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Westmount Partners, LLC
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Squarepoint Ops LLC
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AE Wealth Management LLC
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Howard Financial Services, Ltd.
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Kovitz Investment Group Partners, LLC
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Versant Capital Management, Inc
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Clune & Associates, Ltd.
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Verum Partners LLC
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Maseco Llp
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Canvas Wealth Advisors, LLC
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Advisor OS, LLC
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JDM Financial Group LLC
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Elgethun Capital Management
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Cathy Pareto & Associates, Inc
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Bnp Paribas Arbitrage, Sa
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JNBA Financial Advisors
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Journey Strategic Wealth Llc
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Proffitt & Goodson Inc
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Binnacle Investments Inc
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Sound Stewardship, LLC
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First County Bank /CT/
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Total Investment Management Inc
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AdvisorNet Financial, Inc
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SYM FINANCIAL Corp
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Aspiriant, Llc
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Betterment LLC
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Addison Advisors LLC
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Beacon Pointe Advisors, LLC
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Nicholas Hoffman & Company, LLC.
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SageView Advisory Group, LLC
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Guardian Wealth Advisors, Llc / Nc
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Charles Schwab Investment Management Inc
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Noesis Capital Mangement Corp
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Simon Quick Advisors, Llc
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Pennsylvania Capital Management Inc /adv
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Mayfair Advisory Group, LLC
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NorthCrest Asset Manangement, LLC
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Altfest L J & Co Inc
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Triad Wealth Partners, LLC
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Private Wealth Management Group, LLC
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Adirondack Trust Co
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Oppenheimer & Co Inc
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International Assets Investment Management, Llc
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Wealthspire Advisors, LLC
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BlueSky Wealth Advisors, LLC
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Capital Square, LLC
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Warren Averett Asset Management, LLC
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Capital Investment Advisory Services, LLC
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Aptus Capital Advisors, LLC
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Kings Path Partners LLC
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RFG - Bristol Wealth Advisors, LLC
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WealthTrak Capital Management LLC
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Simplicity Wealth,LLC
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Valley National Advisers Inc
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WESCAP Management Group, Inc.
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Quadrant Private Wealth Management, LLC
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Signature Resources Capital Management, LLC
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Milestone Investment Advisors LLC
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Winch Advisory Services, LLC
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Golden State Wealth Management, LLC
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SRS Capital Advisors, Inc.
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17 Capital Partners, Llc
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Astoria Portfolio Advisors LLC.
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CIBC Private Wealth Group, LLC
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Castle Wealth Management Llc
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Dupree Financial Group, LLC
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Forefront Wealth Partners, LLC
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Murphy & Mullick Capital Management Corp
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LaSalle St. Investment Advisors, LLC
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Trust Co
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CENTRAL TRUST Co
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Opus Capital Group, LLC
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DiNuzzo Private Wealth, Inc.
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Glenmede Trust Co Na
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Beacon Financial Planning, Inc
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Bfsg, Llc
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Wealthfront Advisers Llc
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Northwest Capital Management Inc
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Savvy Advisors, Inc.
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Cresset Asset Management, LLC
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Benjamin Edwards Inc
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Breakwater Investment Management
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Parr Mcknight Wealth Management Group, Llc
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Thoroughbred Financial Services, Llc
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Selective Wealth Management, Inc.
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Kiley Juergens Wealth Management, Llc
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Mariner, LLC
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Summit X, LLC
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Texas Yale Capital Corp.
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Ade, Llc
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Ashton Thomas Securities, Llc
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Zrc Wealth Management, Llc
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Condor Capital Management
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Neuberger Berman Group LLC
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Financial Synergies Wealth Advisors, Inc.
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Toth Financial Advisory Corp
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Auto-Owners Insurance Co
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ORG Partners LLC
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Oakworth Capital, Inc.
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Founders Financial Alliance, LLC
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Apollon Wealth Management, LLC
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Haven Private, LLC
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McGrath & Associates, Inc.
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Parkside Financial Bank & Trust
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Eagle Strategies LLC
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Kestra Advisory Services, LLC
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Quadcap Wealth Management, LLC
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Heritage Wealth Management, Inc.
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Us Bancorp \de\
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Lakewood Asset Management LLC
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Pensionmark Financial Group, Llc
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Qrg Capital Management, Inc.
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Cahill Financial Advisors Inc
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Wealth Advisory Team LLC
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Independent Advisor Alliance
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Marshall Financial Group LLC
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HighTower Advisors, LLC
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CVA Family Office, LLC
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Solitude Financial Services
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Ameritas Investment Partners, Inc.
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Financial Advocates Investment Management
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North Star Investment Management Corp.
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Mount Yale Investment Advisors, LLC
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Keebeck Wealth Management, LLC
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Park Square Financial Group, LLC
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Equitable Holdings, Inc.
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Adviser Investments LLC
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MorganRosel Wealth Management, LLC
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Arcadia Investment Advisors Llc
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Atria Investments Llc
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Perigon Wealth Management, LLC
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Jpmorgan Chase & Co
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MBE Wealth Management, LLC
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High Falls Advisors, Inc
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Armstrong Advisory Group, Inc
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New England Private Wealth Advisors LLC
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Huntington National Bank
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Emerald Investment Partners, Llc
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Lafayette Investments, Inc.
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Channel Wealth Llc
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Beacon Financial Group
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Mml Investors Services, Llc
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James Investment Research Inc
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Brightwater Advisory LLC
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Koshinski Asset Management, Inc.
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Main Street Financial Solutions, LLC
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Savant Capital, LLC
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Rockefeller Capital Management L.P.
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GWM Advisors LLC
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Opes Wealth Management LLC
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Exencial Wealth Advisors, Llc
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Western Wealth Management, LLC
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Pnc Financial Services Group, Inc.
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Geneos Wealth Management Inc.
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SILVER OAK SECURITIES, Inc
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Financial Network Wealth Advisors LLC
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Invst, LLC
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Compass Planning Associates Inc
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Valmark Advisers, Inc.
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Asset Dedication, LLC
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Keener Financial Planning LLC
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Capital Advantage, Inc.
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Callan Capital, LLC
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Lauterbach Financial Advisors, LLC
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PrairieView Partners, LLC
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Alhambra Investment Partners LLC
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Vanguard Group Inc
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Sebold Capital Management, Inc.
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Signature Estate & Investment Advisors Llc
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Empower Advisory Group, LLC
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American National Bank
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Detalus Advisors, LLC
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Creative Planning
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Archford Capital Strategies, LLC
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Central Pacific Bank - Trust Division
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Private Capital Management Llc
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Your Advocates Ltd., LLP
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Von Berge Wealth Management Group, LLC
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Hantz Financial Services, Inc.
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Jane Street Group, Llc
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BlackRock, Inc.
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HHM Wealth Advisors, LLC
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Curtis Advisory Group, LLC
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Morris Financial Concepts, Inc.
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Operose Advisors LLC
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Capital Advisors Wealth Management, LLC
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Davidson Kahn Capital Management, LLC
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Stifel Financial Corp
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Parallel Advisors, LLC
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Focus Financial Network, Inc.
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Colony Group, LLC
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Wingate Wealth Advisors, Inc.
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L.K. Benson & Company, P.C.
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Financial Management Professionals, Inc.
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Wealth Forward, LLC
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Rialto Wealth Management, LLC
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Baird Financial Group, Inc.
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Prairiewood Capital, LLC
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Crossmark Global Holdings, Inc.
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Jones Financial Companies Lllp
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Tudor Investment Corp Et Al
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Cornerstone Planning Group LLC
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Symphony Financial, Ltd. Co.
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Integrity Financial Corp /WA
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Aqr Capital Management Llc
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Capital Analysts, Inc.
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Sequoia Financial Advisors, LLC
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Mpwm Advisory Solutions, Llc
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Consolidated Planning Corp
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Brooks, Moore & Associates, Inc.
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Icon Wealth Advisors, LLC
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Vestmark Advisory Solutions, Inc.
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WealthCollab, LLC
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SCS Capital Management LLC
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BCS Wealth Management
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Elite Financial, Inc.
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Studio Investment Management Llc
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Swisher Financial Concepts, Inc.
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Vivaldi Capital Management, LLC
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Kcm Investment Advisors Llc
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OMNI 360 Wealth, Inc.
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Everhart Financial Group, Inc.
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O'shaughnessy Asset Management, Llc
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Crescent Sterling, Ltd.
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Truist Financial Corp
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Citigroup Inc
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Susquehanna International Group, Llp
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NewEdge Wealth, LLC
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J. L. Bainbridge & Co., Inc.
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Global Wealth Strategies & Associates
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Ameriprise Financial Inc
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Archvest Wealth Advisors, Inc.
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Summit Financial, LLC
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Godsey & Gibb Associates
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Harbour Investments, Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Tumwater Wealth Management, LLC
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Westover Capital Advisors, LLC
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1620 Investment Advisors, Inc.
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Crewe Advisors LLC
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Bank Of America Corp /de/
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Mason Investment Advisory Services, Inc.
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Cherry Tree Wealth Management, LLC
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Brighton Jones Llc
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Kavar Capital Partners Group, Llc
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Stratos Wealth Partners, LTD.
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Family Capital Trust Co
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Leavell Investment Management, Inc.
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Park Avenue Securities Llc
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MCF Advisors LLC
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Fmr Llc
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Old Point Trust & Financial Services N A
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Werba Rubin Papier Wealth Management
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Merit Financial Group, LLC
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Cetera Investment Advisers
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Avidian Wealth Solutions, LLC
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Arlington Trust Co LLC
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Ieq Capital, Llc
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Buckingham Strategic Partners
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Dynamic Advisor Solutions LLC
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Atria Wealth Solutions, Inc.
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Bell Investment Advisors, Inc
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Orion Portfolio Solutions, LLC
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Bleakley Financial Group, LLC
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Gradient Investments LLC
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