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BOS Asset Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Anb Bank
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Voya Investment Management Llc
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HFR Wealth Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Bernard Wealth Management Corp.
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Allspring Global Investments Holdings, LLC
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American Capital Advisory, LLC
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Three Seasons Wealth, LLC
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Capital Wealth Management, Llc
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Chicago Partners Investment Group LLC
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Rice Partnership, LLC
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Fairman Group, LLC
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Sage Financial Management Group, Inc.
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Smith, Salley & Associates
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Investment Management Corp /va/ /adv
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AlphaStar Capital Management, LLC
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Clare Market Investments LLC
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Avondale Wealth Management
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Security National Bank
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Eq Llc
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AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
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Guardian Wealth Advisors, LLC
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Evergreen Capital Management Llc
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Citizens Business Bank
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Signature Securities Group Corporation
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Demars Financial Group, LLC
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Stephenson & Company, Inc.
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ADG Wealth Management Group, LLC
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Cary Street Partner Investment Advisory Llc
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Gainplan LLC
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Andrews, Lucia Wealth Management Llc
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Finley Financial, LLC
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Alhambra Investment Partners LLC
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Hurley Capital, LLC
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Goelzer Investment Management, Inc.
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Y.D. More Investments Ltd
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Smith Thornton Advisors LLC
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Options Solutions, Llc
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Putnam Fl Investment Management Co
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General Partner, Inc.
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Parkworth Wealth Management, Inc.
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Canopy Partners, LLC
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Nicholas Hoffman & Company, LLC.
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American Century Companies Inc
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Fifth Third Bancorp
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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United Community Bank
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Huntleigh Advisors, Inc.
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Aft, Forsyth & Company, Inc.
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Burkett Financial Services, Llc
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Biltmore Family Office, LLC
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Dodds Wealth, LLC
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Common Fund For Nonprofit Organizations
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Prospera Financial Services Inc
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Partnership Wealth Management, LLC
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Foundations Investment Advisors, LLC
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Exchange Capital Management, Inc.
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Lpwm Llc
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Midwest Capital Advisors, LLC
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Pettyjohn, Wood & White, Inc
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Flaharty Asset Management, LLC
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Strategic Investment Solutions, Inc. /IL
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Ballew Advisors, Inc
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Market Street Wealth Management Advisors Llc
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West Wealth Group, LLC
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Thompson Investment Management, Inc.
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Full Sail Capital, LLC
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Coastwise Capital Group, LLC
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Wealth Effects Llc
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Forthright Family Wealth Advisory LLC
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Glenview Trust Co
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Willner & Heller, Llc
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Paladin Advisory Group, LLC
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Cerity Partners LLC
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Quantinno Capital Management LP
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Seven Mile Advisory
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Founders Financial Alliance, LLC
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Halbert Hargrove Global Advisors, Llc
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Stenger Family Office, LLC
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First Interstate Bank
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Ascent Wealth Partners, LLC
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Heritage Investors Management Corp
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LeConte Wealth Management, LLC
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Pittenger & Anderson Inc
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Pinnacle Financial Group, LLC / IL
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Smithfield Trust Co
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SCS Capital Management LLC
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Long Run Wealth Advisors, LLC
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Opinicus Capital, Inc.
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Lowe Brockenbrough & Co Inc
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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Crew Capital Management, Ltd.
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Ckw Financial Group
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Legacy Wealth Managment, LLC/ID
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Armbruster Capital Management, Inc.
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Kavar Capital Partners Group, Llc
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Fosun International Ltd
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Smallwood Wealth Investment Management, LLC
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MetLife Investment Management, LLC
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Reyes Financial Architecture, Inc.
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Dynamic Advisor Solutions LLC
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Marshall & Sterling Wealth Advisors Inc.
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APCM Wealth Management for Individuals
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Private Wealth Partners, LLC
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Exchange Bank
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Sentinus, LLC
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Gen-Wealth Partners Inc
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Parr Mcknight Wealth Management Group, Llc
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Alerus Financial Na
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Ancora Advisors, LLC
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Ameriflex Group, Inc.
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Shira Ridge Wealth Management
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Wealth Alliance
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Wolff Wiese Magana Llc
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Evercore Wealth Management, LLC
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St. Clair Advisors, LLC
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GWM Advisors LLC
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Financial Life Planners
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New Millennium Group LLC
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Nixon Peabody Trust Co
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Stephens Consulting, LLC
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Wedmont Private Capital
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Schneider Downs Wealth Management Advisors, LP
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Joel Adams & Associates, Inc.
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Pacific Point Advisors, LLC
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Abacus Planning Group, Inc.
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Wick Capital Partners, LLC
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Forum Financial Management, LP
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Melfa Wealth Management, Llc
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Evergreen Private Wealth LLC
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Triangle Securities Wealth Management
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Farther Finance Advisors, LLC
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Synergy Investment Management, LLC
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Capital Asset Advisory Services LLC
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JPL Wealth Management, LLC
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Howard Wealth Management, Llc
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Hills Bank & Trust Co
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Proactive Wealth Strategies LLC
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StoneX Group Inc.
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GoalVest Advisory LLC
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CIBC Private Wealth Group, LLC
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Midwest Professional Planners, LTD.
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Bedel Financial Consulting, Inc.
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Checchi Capital Advisers, LLC
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Cetera Trust Company, N.A
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Advisors Capital Management, LLC
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Bremer Bank National Association
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LTG Capital LLC
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Tower Wealth Partners, Inc.
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Souders Financial Advisors
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Wood Tarver Financial Group, LLC
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Avidian Wealth Solutions, LLC
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IRSPX - Voya Separate Portfolios Trust - Voya Target Retirement 2045 Fund Class I
|
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|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
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|
Cahill Financial Advisors Inc
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|
B&D White Capital Company, LLC
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Aries Wealth Management
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|
Hoese & Co LLP
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Icon Wealth Advisors, LLC
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Thompson Siegel & Walmsley Llc
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Strata Wealth Advisors, LLC
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Variant Private Wealth, LLC
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Matrix Asset Advisors Inc/ny
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Fidelis Capital Partners, LLC
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Richwood Investment Advisors, LLC
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Mcdaniel Terry & Co
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Johnson & White Wealth Management, LLC
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AllSquare Wealth Management LLC
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Magnolia Capital Advisors Llc
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Range Financial Group LLC
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Roger Wittlin Investment Advisory, LLC
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Veracity Capital LLC
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Starboard Value LP
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Key FInancial Inc
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Pine Ridge Advisers LLC
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Spectrum Wealth Counsel, LLC
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Howard Financial Services, Ltd.
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SPC Financial, Inc.
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Nadler Financial Group, Inc.
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Shoker Investment Counsel, Inc.
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Jane Street Group, Llc
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Sky Investment Group LLC
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Frazier Financial Advisors, LLC
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Petros Family Wealth, LLC
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Wetherby Asset Management Inc
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MainStreet Investment Advisors LLC
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Harbour Capital Advisors, LLC
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Intrua Financial, LLC
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Bernardo Wealth Planning LLC
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Relyea Zuckerberg Hanson LLC
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Asset Allocation & Management Company, LLC
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|
Instrumental Wealth, Llc
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Operose Advisors LLC
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Thrivent Financial For Lutherans
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Wealth Management Associates, Inc.
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|
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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|
TrueWealth Advisors, LLC
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|
Dunhill Financial, LLC
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Maia Wealth LLC
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|
Goldman Sachs Group Inc
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|
Investor's Fiduciary Advisor Network, LLC
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|
Slagle Financial, LLC
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Connecticut Wealth Management, LLC
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|
Baron Silver Stevens Financial Advisors, Llc
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GeoWealth Management, LLC
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Provenance Wealth Advisors, LLC
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|
Sweeney & Michel, Llc
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Darden Wealth Group Inc
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Tranquility Partners, LLC
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Haverford Financial Services, Inc.
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Wolverine Trading, Llc
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Heritage Trust Co
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|
International Private Wealth Advisors LLC
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|
Sterling Investment Advisors Llc /adv
|
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|
Sagespring Wealth Partners, Llc
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|
City Holding Co
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|
Charis Legacy Partners, LLC
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|
Wealthcare Advisory Partners LLC
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Safeguard Financial, LLC
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Gratus Wealth Advisors, LLC
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Phillips Financial Management, Llc
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Principal Securities, Inc.
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Meeder Advisory Services, Inc.
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Courier Capital Llc
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Legacy Financial Group, Inc.
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Mill Creek Capital Advisors, LLC
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Joel Isaacson & Co., LLC
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Advisory Services Network, LLC
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Financial Guidance Group, Inc.
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Graney & King, LLC
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Newport Capital Group, LLC
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|
Highview Capital Management LLC/DE/
|
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|
|
|
|
Cape Cod Five Cents Savings Bank
|
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|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
|
|
|
|
|
Ashford Advisors, LLC
|
|
|
|
|
|
S.A. Mason LLC
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|
|
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|
Zions Bancorporation, National Association /ut/
|
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|
|
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|
Cornerstone Wealth Management, LLC
|
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|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
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|
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|
Arrowroot Family Office, LLC
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|
Bank of New Hampshire
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|
Leavell Investment Management, Inc.
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|
RVW Wealth, LLC
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|
Pure Financial Advisors, Inc.
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|
Ignite Planners, LLC
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|
Dale Q Rice Investment Management Ltd
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|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
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|
|
|
|
IronBridge Private Wealth, LLC
|
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|
|
Anchor Investment Management, LLC
|
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|
|
William Howard & Co Financial Advisors Inc
|
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|
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|
Wrapmanager Inc
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|
|
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|
Redhawk Wealth Advisors, Inc.
|
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|
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|
TFC Financial Management
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|
Silvia Mccoll Wealth Management, Llc
|
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|
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|
Sunpointe, LLC
|
|
|
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
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|
Stifel Financial Corp
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|
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|
Beacon Capital Management, LLC
|
|
|
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|
Millennium Management Llc
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|
Curio Wealth, Llc
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|
Johnson Financial Group, Inc.
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|
Maltin Wealth Management, Inc.
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|
Hall Capital Management Co Inc
|
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|
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|
Alexander Randolph Advisory Inc
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|
Paradigm, Strategies in Wealth Management, LLC
|
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|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
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|
Optimum Investment Advisors
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|
Fortis Capital Advisors, LLC
|
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|
Mustico Financial Group, Inc.
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|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
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|
Moss Adams Wealth Advisors LLC
|
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|
|
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|
Occidental Asset Management, LLC
|
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|
|
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|
Mark Sheptoff Financial Planning, Llc
|
|
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|
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|
Cozad Asset Management Inc
|
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|
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|
Somerset Trust Co
|
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|
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|
Arcataur Capital Management LLC
|
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|
Quadrant Capital Group Llc
|
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|
|
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|
Ameritas Advisory Services, LLC
|
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|
|
|
|
Farmers National Bank
|
|
|
|
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|
Brightwater Advisory LLC
|
|
|
|
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|
Associated Banc-corp
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
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|
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|
Wealthquest Corp
|
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|
Arbor Trust Wealth Advisors, Llc
|
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|
Forte Asset Management Llc
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|
Client 1st Advisory Group, Llc
|
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|
|
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|
Forte Capital Llc /adv
|
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|
|
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|
Evensky & Katz LLC
|
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Fwl Investment Management, Llc
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Segall Bryant & Hamill, Llc
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Bryant Woods Investment Advisors, LLC
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Vectors Research Management, LLC
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Sand Hill Global Advisors, LLC
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LongView Wealth Management
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LPF Advisors LLC
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Davis R M Inc
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Perritt Capital Management Inc
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Lake Street Financial Llc
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RWM Asset Management, LLC
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FIL Ltd
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Pacifica Partners Inc.
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Elk River Wealth Management, LLC
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Plancorp, LLC
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Citizens Financial Group Inc/ri
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Accredited Wealth Management, LLC
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Bank Of Stockton
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Vantage Point Financial LLC
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Clarity Capital Advisors, LLC
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Dimension Capital Management Llc
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Headlands Technologies LLC
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Bank of New York Mellon Corp
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Powell Investment Advisors, LLC
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Fermata Advisors, LLC
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Aft, Forsyth & Sober, LLC
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Pacific Financial Group Inc
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Sovereign Financial Group, Inc.
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Walkner Condon Financial Advisors LLC
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VestGen Advisors, LLC
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Camden National Bank
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Tidemark, LLC
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MTC Wealth Management LLC
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RiverGlades Family Offices LLC
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Clarity Wealth Advisors, LLC
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Lakeshore Financial Planning, Inc.
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Financial Network Wealth Management LLC
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Hartland & Co., LLC
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New Century Financial Group, LLC
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DT Investment Partners, LLC
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Austin Private Wealth, LLC
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Sterling Wealth Management, Inc.
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Syon Capital Llc
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Independent Family Office, LLC
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Calton & Associates, Inc.
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Mather Group, Llc.
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
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Latko Wealth Management, Ltd.
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MY Wealth Management Inc.
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Morling Financial Advisors, LLC
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Counterweight Ventures, LLC
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Symmetry Partners, LLC
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Bensler, LLC
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Cosner Financial Group, LLC
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Plum Street Advisors, LLC
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Wealth Dimensions Group, Ltd.
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Marathon Strategic Advisors, LLC
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Peoples Bank /oh
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Northern Oak Wealth Management Inc
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Roman Butler Fullerton & Co
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Ade, Llc
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Drum Hill Capital, LLC
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Beaumont Financial Advisors, LLC
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Teamwork Financial Advisors, LLC
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Fairvoy Private Wealth, LLC
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Stephens Inc /ar/
|
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Bearing Point Capital, Llc
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Coastline Trust Co
|
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Strategies Wealth Advisors, LLC
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|
First National Bank Of Omaha
|
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Cardiff Park Advisors, Llc
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|
Alliance Wealth Management Group
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Matrix Private Capital Group Llc
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IFG Advisors, LLC
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Olympus Wealth Management, Llc
|
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TL Private Wealth
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McIlrath & Eck, LLC
|
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River Wealth Advisors LLC
|
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Guidance Point Advisors, LLC
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|
|
|
ACALX - NEIMAN FUNDS - Advisors Capital Active All Cap Fund
|
|
|
|
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Pennsylvania Capital Management Inc /adv
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Arlington Trust Co LLC
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Capital Analysts, Inc.
|
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Invesco Ltd.
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Tufton Capital Management
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Fiduciary Advisors, Inc.
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Buffington Mohr McNeal
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Facet Wealth, Inc.
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Hilltop National Bank
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TCI Wealth Advisors, Inc.
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Geneva Partners, LLC
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Northeast Investment Management
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Stonegate Investment Group, LLC
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Horizons Wealth Management
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Stockman Wealth Management, Inc.
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Elwood & Goetz Wealth Advisory Group, LLC
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Twin Peaks Wealth Advisors, LLC
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Staley Capital Advisers Inc
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|
Trust Point Inc.
|
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Connors Investor Services Inc
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Cora Capital Advisors Llc
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Clark Capital Management Group, Inc.
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Red Cedar Investment Management, Llc
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Castle Wealth Management Llc
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|
Ellsworth Advisors, LLC
|
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|
|
|
|
Buckingham Strategic Partners
|
|
|
|
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|
Sittner & Nelson, Llc
|
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|
|
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|
BIP Wealth, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
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|
Security Benefit Life Insurance Co /ks/
|
|
|
|
|
|
Bay Capital Advisors, LLC
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|
|
|
Beacon Pointe Advisors, LLC
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Russell Investments Group, Ltd.
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Next Level Private LLC
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Rakuten Investment Management, Inc.
|
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|
Droms Strauss Advisors Inc /mo/ /adv
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Interchange Capital Partners, LLC
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|
|
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|
D.a. Davidson & Co.
|
|
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|
W Advisors, Llc
|
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|
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|
Duncan Williams Asset Management, LLC
|
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|
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|
GAMMA Investing LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
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|
Capital Investment Counsel, Inc
|
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|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
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|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
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|
Foster & Motley Inc
|
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|
Financial Insights, Inc.
|
|
|
|
|
|
Dynamic Financial Group
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|
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|
Larson Financial Group LLC
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|
|
|
|
|
Kopp Family Office, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Pointe Capital Management LLC
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|
|
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|
Tranquilli Financial Advisor LLC
|
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|
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|
Elios Financial Group Inc.
|
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|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
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|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
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|
Baker Tilly Financial, Llc
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|
Chatham Capital Group, Inc.
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Global Financial Private Client, LLC
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Nbc Securities, Inc.
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Beacon Investment Advisory Services, Inc.
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Rebalance, Llc
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Financial Gravity Companies, Inc.
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Farmers Trust Co
|
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|
Ensign Peak Advisors, Inc
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|
Fifth Third Securities, Inc.
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|
SOA Wealth Advisors, LLC.
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|
Valeo Financial Advisors, LLC
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|
J. W. Coons Advisors, LLC
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|
Consolidated Planning Corp
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|
Patriot Investment Management Inc.
|
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|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Leo Wealth, LLC
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|
Altfest L J & Co Inc
|
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|
Pinnacle Bancorp, Inc.
|
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|
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|
Atria Investments Llc
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|
Berkeley Capital Partners, LLC
|
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|
|
Capital Investment Advisors, LLC
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|
Thomasville National Bank
|
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|
RTD Financial Advisors, Inc.
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|
Atlas Private Wealth Advisors
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|
Everhart Financial Group, Inc.
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|
Cambiar Investors Llc
|
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|
Birchbrook, Inc.
|
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|
Hemington Wealth Management
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|
|
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|
TruNorth Capital Management, LLC
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|
Jacobi Capital Management LLC
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|
Mullooly Asset Management, Inc.
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|
Ceera Investments, Llc
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|
Private Trust Co Na
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|
Dagco, Inc.
|
|
|
|
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|
Southland Equity Partners LLC
|
|
|
|
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|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
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|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
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|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
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|
Pallas Capital Advisors LLC
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|
|
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|
Lido Advisors, LLC
|
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|
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|
Centaurus Financial, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
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|
Verus Financial Partners, Inc.
|
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|
|
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|
Tepp RIA, LLC
|
|
|
|
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|
BTC Capital Management, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
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|
Graypoint LLC
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
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|
|
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|
International Assets Investment Management, Llc
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|
Ironwood Wealth Management, LLC.
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|
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|
Braun-Bostich & Associates Inc.
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|
|
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|
Acorn Wealth Advisors, LLC
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|
|
|
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|
Cutler Investment Counsel Llc
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|
U.S. Capital Wealth Advisors, LLC
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|
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|
Pps&v Asset Management Consultants, Inc.
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|
|
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|
Allegheny Financial Group LTD
|
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|
|
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|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
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|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
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|
|
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|
Balboa Wealth Partners
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|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
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|
Better Money Decisions, LLC
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|
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|
Campion Asset Management LLC
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|
IFP Advisors, Inc
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|
Presper Financial Architects, LLC
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|
SJS Investment Consulting Inc.
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|
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|
HB Wealth Management, LLC
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|
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|
JB Capital LLC
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|
|
|
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|
Claro Advisors LLC
|
|
|
|
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|
Marquette Asset Management, LLC
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|
|
|
|
|
Bnp Paribas Arbitrage, Sa
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|
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|
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|
Cherry Tree Wealth Management, LLC
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|
West Branch Capital LLC
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|
Center For Asset Management LLC
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|
Venture Visionary Partners LLC
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|
Madison Wealth Partners, Inc
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|
|
|
Charles Schwab Trust Co
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|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
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TFB Advisors LLC
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Compass Financial Services Inc
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Twele Capital Management, Inc.
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Alesco Advisors Llc
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Cranbrook Wealth Management, LLC
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Eqis Capital Management, Inc.
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Marco Investment Management Llc
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Alta Wealth Advisors LLC
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Wolf Group Capital Advisors
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Prosperity Planning, Inc.
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Coston, McIsaac & Partners
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Ubs Asset Management Americas Inc
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J.P. Marvel Investment Advisors, LLC
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Quotient Wealth Partners, LLC
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Steward Partners Investment Advisory, Llc
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CBIZ Investment Advisory Services, LLC
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Mosaic Family Wealth Partners, Llc
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Howland Capital Management Llc
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Oxinas Partners Wealth Management LLC
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Pollock Investment Advisors, LLC
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Auour Investments LLC
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Brookstone Capital Management
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Kaydan Wealth Management, Inc.
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FRG Family Wealth Advisors LLC
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Foster Dykema Cabot & Partners, Llc
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South Plains Financial, Inc.
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Archer Investment Corp
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Kestra Investment Management, LLC
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Simon Quick Advisors, Llc
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Alpha Omega Wealth Management LLC
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Cardinal Strategic Wealth Guidance
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Twin Focus Capital Partners, Llc
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Legacy Financial Advisors, Inc.
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Enclave Advisors LLC
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IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
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Affinity Capital Advisors, LLC
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MSH Capital Advisors LLC
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Meadow Creek Wealth Advisors Llc
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Drexel Morgan & Co.
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S&t Bank/pa
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Central Bank & Trust Co
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SJA Financial Advisory, LLC
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Hollow Brook Wealth Management LLC
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Summit X, LLC
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Independent Advisor Alliance
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PACK Private Wealth, LLC
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Cullen/frost Bankers, Inc.
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New Republic Capital, LLC
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NCM Capital Management, LLC
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Bricktown Capital, LLC
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VisionPoint Advisory Group, LLC
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Crestwood Advisors Group LLC
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Monograph Wealth Advisors, Llc
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Maple Capital Management, Inc.
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CFS Investment Advisory Services, LLC
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Strategic Advisors LLC
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Marshall Financial Group LLC
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West Oak Capital, LLC
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Uptown Financial Advisors LLC
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Baldwin Investment Management, LLC
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McAdam, LLC
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Invictus Private Wealth, Llc
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Basso Capital Management, L.p.
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Cobblestone Capital Advisors Llc /ny/
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One Day In July LLC
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Midwest Trust Co
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AA Financial Advisors, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Mitchell Capital Management Co
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Accurate Wealth Management, LLC
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Paradigm Financial Partners, Llc
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Gamco Investors, Inc. Et Al
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Richards, Merrill & Peterson, Inc.
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First National Bank Sioux Falls
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Chicago Capital, LLC
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Ethos Financial Group, LLC
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Octavia Wealth Advisors, LLC
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West Financial Advisors, LLC
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Alpine Bank Wealth Management
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Jones Financial Companies Lllp
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Armstrong Advisory Group, Inc
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Consolidated Portfolio Review Corp
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Clarity Asset Management, Inc.
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
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Weinberger Asset Management, Inc
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Evoke Wealth, Llc
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Bank Hapoalim Bm
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Naples Global Advisors, Llc
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Empirical Asset Management, LLC
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White Pine Capital Llc
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Jefferies Financial Group Inc.
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Aurora Private Wealth, Inc.
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Wealth Quarterback LLC
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Tudor Investment Corp Et Al
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4J Wealth Management LLC
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Schnieders Capital Management Llc
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MONECO Advisors, LLC
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Falcon Wealth Planning
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Fingerlakes Wealth Management, Inc.
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Legacy Wealth Management, Inc
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Bank Of America Corp /de/
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PrairieView Partners, LLC
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Strategic Financial Partners, Ltd.
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Wealth Advisory Solutions, LLC
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Serenus Wealth Advisors, LLC
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SRS Capital Advisors, Inc.
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Buttonwood Financial Advisors Inc.
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Athena Investment Management
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Essex Financial Services, Inc.
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Teachers Insurance & Annuity Association Of America
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Landmark Wealth Management, LLC
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Davis Capital Management
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Courage Miller Partners, LLC
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Laurel Wealth Advisors LLC
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Lutz Financial Services LLC
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AlTi Global, Inc.
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Selective Wealth Management, Inc.
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Agf Management Ltd
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Lakeridge Wealth Management LLC
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WealthCare Investment Partners, LLC
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Pnc Financial Services Group, Inc.
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Cherrydale Wealth Management, Llc
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Bright Futures Wealth Management, LLC.
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Lynch & Associates/in
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Koshinski Asset Management, Inc.
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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Ronald Blue Trust, Inc.
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Westhampton Capital, LLC
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Taylor Financial Group, Inc.
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TD Capital Management LLC
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Great Diamond Partners, LLC
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Cambridge Investment Research Advisors, Inc.
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Harbour Investments, Inc.
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Asset Dedication, LLC
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Swf Llc
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Oarsman Capital, Inc.
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NFP Retirement, Inc.
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Exchange Traded Concepts, Llc
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First Bancorp, Inc /ME/
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Lodestar Private Asset Management Llc
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Palisades Hudson Asset Management, L.P.
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EagleClaw Capital Managment, LLC
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Clear Investment Research, Llc
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Clay Northam Wealth Management, LLC
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FC Advisory LLC
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Rsm Us Wealth Management Llc
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WNY Asset Management, LLC
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Oxford Financial Group Ltd
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Atlantic Trust, LLC
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MTM Investment Management, LLC
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Roundview Capital LLC
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Valpey Financial Services, LLC
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Brady Family Wealth, Llc
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Gold Investment Management Ltd.
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Tower View Investment Management & Research LLC
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Soltis Investment Advisors LLC
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JGP Wealth Management, LLC
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Evernest Financial Advisors, LLC
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Guyasuta Investment Advisors Inc
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TD Waterhouse Canada Inc.
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PFG Investments, LLC
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Grimes & Company, Inc.
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Legacy Bridge, LLC
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Towerpoint Wealth, LLC
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NAN FUNG TRINITY (HK) Ltd
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Ieq Capital, Llc
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Truepoint, Inc.
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Integrated Wealth Concepts LLC
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Barnes Dennig Private Wealth Management LLC
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First Hawaiian Bank
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Lee Danner & Bass Inc
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Pillar Financial Advisors, LLC
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Sunburst Financial Group, LLC
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Diversified Trust Co
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Garde Capital, Inc.
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Cambridge Capital Management, Llc
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Madden Advisory Services, Inc.
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Voya Financial Advisors, Inc.
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Pinney & Scofield, Inc.
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Bokf, Na
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AlphaCore Capital LLC
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Curat Global, LLC
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Hi-Line Capital Management, LLC
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Mid-American Wealth Advisory Group, Inc.
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Eq Wealth Advisors, Llc
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Capital Advisory Group Advisory Services, LLC
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Equitable Holdings, Inc.
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Adirondack Trust Co
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Investors Research Corp
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
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ISOLX - Voya Separate Portfolios Trust - Voya Target In-Retirement Fund Class I
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Birchcreek Wealth Management, LLC
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HighMark Wealth Management LLC
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Park Avenue Securities Llc
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Sofos Investments, Inc.
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United Bank
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Dohj, Llc
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Family Management Corp
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Mutual Of America Capital Management Llc
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Roxbury Financial LLC
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Financial Council Asset Management Inc
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CVA Family Office, LLC
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Morris Financial Concepts, Inc.
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GDS Wealth Management
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Aspen Capital Management, LLC
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Prudential Financial Inc
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Peterson Wealth Advisors, LLC
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Orin Green Financial, LLC
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Allstate Corp
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Mason & Associates Inc
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Cathy Pareto & Associates, Inc
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Finward Bancorp
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Roble, Belko & Company, Inc
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SP Asset Management LLC
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Cvfg Llc
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Columbus Macro, LLC
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Spire Wealth Management
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Boston Family Office Llc
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Wedbush Securities Inc
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Prosperity Wealth Management, Inc.
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AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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|
Truefg, Llc
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Fourth Dimension Wealth, LLC
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Truist Financial Corp
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Worth Financial Advisory Group, LLC
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K.J. Harrison & Partners Inc
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Horan Capital Advisors, LLC.
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Summit Financial, LLC
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Newton One Investments LLC
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SILVER OAK SECURITIES, Inc
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Verdence Capital Advisors LLC
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Clarendon Private LLC
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Two Roads Shared Trust - Foundations Dynamic Core ETF
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|
BlackRock, Inc.
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|
State Street Corp
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Gries Financial Llc
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Parallel Advisors, LLC
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Tyler-Stone Wealth Management
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Horan Securities, Inc.
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Next Level Wealth Planning, LLC
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Cornerstone Planning Group LLC
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Boston Research & Management Inc
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Heritage Family Offices, LLP
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Compass Wealth Management LLC
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Mv Capital Management, Inc.
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Summit Asset Management, LLC
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Berger Financial Group, Inc
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Capital Planning LLC
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Washington Trust Bank
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Lynx Investment Advisory
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Investment Advisory Group, LLC
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Vestmark Advisory Solutions, Inc.
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Fulton Bank, N.a.
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Inlight Wealth Management, LLC
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
AAFCPAs Wealth Management, LLC
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|
Td Private Client Wealth Llc
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Meridian Financial, LLC
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Arkadios Wealth Advisors
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Ameritas Investment Partners, Inc.
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Hudock, Inc.
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Nepc Llc
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Merkkuri Wealth Advisors LLC
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|
Lewis Asset Management, LLC
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Hager Investment Management Services, Llc
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Dearborn Partners Llc
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Capital Investment Counsel, LLC
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Hantz Financial Services, Inc.
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Ballentine Partners, LLC
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VGI Partners Ltd
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|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
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|
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|
Revolve Wealth Partners, LLC
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Moller Financial Services
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Clear Harbor Asset Management, LLC
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Benjamin Edwards Inc
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Retirement Wealth Solutions LLC
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Shufro Rose & Co Llc
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Manhattan West Asset Management, LLC
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Vista Wealth Management Group, LLC
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L.m. Kohn & Company
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Barrett & Company, Inc.
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Peterson Wealth Services
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Mount Yale Investment Advisors, LLC
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Resources Investment Advisors, LLC.
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John W. Brooker & Co., CPAs
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Luminvest Wealth Management LLC
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Riggs Asset Managment Co. Inc.
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Chancellor Financial Group WB LP
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Barclays Plc
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Almanack Investment Partners, LLC.
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MidAtlantic Capital Management, Inc.
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Clarity Capital Partners LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
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|
|
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|
Koesten, Hirschmann & Crabtree, INC.
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|
Kooman & Associates
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Advisory Alpha, LLC
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|
Quantbot Technologies LP
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|
Bleakley Financial Group, LLC
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LaSalle St. Investment Advisors, LLC
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Stonebridge Financial Group, LLC
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Inspire Advisors, LLC
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Mesirow Financial Investment Management, Inc.
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Barr E S & Co
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Envision Financial LLC
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Neuberger Berman Group LLC
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Trifecta Capital Advisors, LLC
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Cape Investment Advisory, Inc.
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Grant Street Asset Management, Inc.
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Altus Wealth Management, LLC
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Human Investing LLC
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FORM Wealth Advisors, LLC
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Westside Investment Management, Inc.
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Jpmorgan Chase & Co
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Savant Capital, LLC
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Cwm, Llc
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United Advisor Group, LLC
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Private Wealth Asset Management, LLC
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First Financial Corp /in/
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Private Wealth Group, LLC
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Aristotle Capital Boston, LLC
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Wingate Wealth Advisors, Inc.
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Arq Wealth Advisors, Llc
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West Paces Advisors Inc.
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MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
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Kcm Investment Advisors Llc
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Curran Financial Partners, LLC
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DDD Partners, LLC
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Sonata Capital Group Inc
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Diversified Enterprises, LLC
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Sharkey, Howes & Javer
|
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Taylor & Morgan Wealth Management, LLC
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Smith Anglin Financial, LLC
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Artemis Wealth Advisors, LLC
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Wade Financial Advisory, Inc
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Gilbert & Cook, Inc.
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OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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Quattro Financial Advisors Llc
|
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Aprio Wealth Management, LLC
|
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Collier Financial
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O'shaughnessy Asset Management, Llc
|
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Ritholtz Wealth Management
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Novem Group
|
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LOM Asset Management Ltd
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Sage Rhino Capital Llc
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Norden Group Llc
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Moloney Securities Asset Management, LLC
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Alexis Investment Partners, LLC
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Coordinated Financial Services, Inc.
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Lvm Capital Management Ltd/mi
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Meridian Wealth Management, LLC
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Smith, Moore & Co.
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Skopos Labs, Inc.
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Chevy Chase Trust Holdings, Inc.
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DAVENPORT & Co LLC
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Cypress Capital Group
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Garrison Point Advisors, Llc
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Equitable Trust Co
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Washington Trust Advisors, Inc.
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SWS Partners
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Envestnet Asset Management Inc
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Peachtree Investment Partners, LLC
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SilverOak Wealth Management LLC
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Hirtle Callaghan & Co LLC
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Naviter Wealth, LLC
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Focus Financial Network, Inc.
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Fiduciary Financial Group, Llc
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Westmount Partners, LLC
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Arvest Bank Trust Division
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CWS Financial Advisors, LLC
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Vanguard Group Inc
|
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Centerpoint Advisors, LLC
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Noble Wealth Management PBC
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RKL Wealth Management LLC
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Ballast Advisors Llc
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Wagner Wealth Management, Llc
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Crestmont Private Wealth LLC
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West Michigan Advisors, Llc
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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Archetype Wealth Partners
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Arcadia Investment Advisors Llc
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Ryan Investment Management, Inc.
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NorthLanding Financial Partners, LLC
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Enzi Wealth
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PFS Partners, LLC
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Fifth Third Wealth Advisors LLC
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Triad Wealth Partners, LLC
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Apex Wealth Management, LLC
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Parkside Financial Bank & Trust
|
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Tectonic Advisors Llc
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Platt Investment Counsel, LLC
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Greenhouse Wealth Management, LLC
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Stanley-Laman Group, Ltd.
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True Wealth Design, LLC
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jvl associates llc
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Delos Wealth Advisors, LLC
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Webster Bank, N. A.
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Valmark Advisers, Inc.
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626 Financial, LLC
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Bordeaux Wealth Advisors LLC
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Amplius Wealth Advisors, LLC
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NWF Advisory Services Inc.
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IFC Advisors LLC
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Reston Wealth Management Llc
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Integral Investment Advisors, Inc.
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London Co Of Virginia
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Antonelli Financial Advisors, LLC
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Thrive Wealth Management, LLC
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Cynosure Management, Llc
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Luminist Capital LLC
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YHB Investment Advisors, Inc.
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Modern Wealth Management, LLC
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Oak Harbor Wealth Partners, Llc
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Accredited Investors Inc.
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Parisi Gray Wealth Management
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Brandywine Oak Private Wealth Llc
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Williams Jones Wealth Management, LLC.
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Kovitz Investment Group Partners, LLC
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FourThought Financial Partners, LLC
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Old Second National Bank Of Aurora
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Csenge Advisory Group
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Brogan Financial, Inc.
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Hazlett, Burt & Watson, Inc.
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Global Wealth Management Investment Advisory, Inc.
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Financial Strategies Group, Inc.
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Legacy Trust
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LPL Financial LLC
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Tiemann Investment Advisors, Llc
|
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|
AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
|
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|
Litman Gregory Asset Management LLC
|
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|
Pathstone Holdings, LLC
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|
Charter Oak Capital Management, LLC
|
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|
LJI Wealth Management, LLC
|
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|
Coordinated Financial Services, Inc./CO
|
|
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|
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|
Rathbone Brothers plc
|
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|
Selway Asset Management
|
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|
Good Life Advisors, LLC
|
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|
Creekside Partners
|
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|
Bank of Jackson Hole Trust
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
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|
Redwood Wealth Management Group, LLC
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Lazard Asset Management Llc
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Graves-Light Private Wealth Management, Inc.
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|
Legacy Investment Solutions, LLC
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Stephenson National Bank & Trust
|
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|
First Manhattan Co
|
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|
Transcend Wealth Collective, Llc
|
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|
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|
Allworth Financial LP
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Orion Capital Management LLC
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Citadel Advisors Llc
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Heritage Wealth Management, Inc.
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|
Albion Financial Group /ut
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ARS Investment Partners, LLC
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|
Bessemer Group Inc
|
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|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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|
Stonebrook Private Inc.
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Dana Investment Advisors, Inc.
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|
Maryland Capital Advisors Inc.
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CoreCap Advisors, LLC
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SigFig Wealth Management, LLC
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BOK Financial Private Wealth, Inc.
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|
Prime Capital Investment Advisors, LLC
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Hummer Financial Advisory Services Inc
|
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|
Primoris Wealth Advisors, Llc
|
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|
|
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Legacy Financial Group LLC
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Calamos Wealth Management LLC
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|
Newbridge Financial Services Group, Inc.
|
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|
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|
Kingstone Capital Partners Texas, LLC
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
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|
Snowden Capital Advisors LLC
|
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|
Matthew Goff Investment Advisor, LLC
|
|
|
|
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|
Eukles Asset Management
|
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|
Cottage Street Advisors LLC
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|
Raleigh Capital Management Inc.
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|
Reynders McVeigh Capital Management, LLC
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Titleist Asset Management, Llc
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HighTower Advisors, LLC
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Equita Financial Network, Inc.
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|
Peak Asset Management, LLC
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GGM Financials LLC
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|
Code Waechter LLC
|
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|
|
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|
Coign Capital Advisors LLC
|
|
|
|
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|
Schwab Charitable Fund
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Ritter Daniher Financial Advisory LLC / DE
|
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|
Sunbelt Securities, Inc.
|
|
|
|
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|
waypoint wealth counsel
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|
|
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|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
McNaughton Wealth Management, LLC
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|
Philadelphia Trust Co
|
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|
Yukon Wealth Management, Inc.
|
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|
|
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|
Leelyn Smith, LLC
|
|
|
|
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|
Empowered Funds, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
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|
|
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|
Acas, Llc
|
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|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
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|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
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|
|
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|
Game Plan Financial Advisors, LLC
|
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|
Telos Capital Management, Inc.
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|
Orion Portfolio Solutions, LLC
|
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|
J.w. Cole Advisors, Inc.
|
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|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Balance Wealth, LLC
|
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|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
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|
|
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|
Byrne Asset Management LLC
|
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|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
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|
Nwam Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
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|
Continental Investors Services, Inc.
|
|
|
|
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|
UMA Financial Services, Inc.
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|
Whittier Trust Co Of Nevada Inc
|
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|
Ohio National Investments, Inc.
|
|
|
|
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|
Cooper Financial Group
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|
|
|
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|
Nordwand Advisors, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Amara Financial, Llc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
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Zwj Investment Counsel Inc
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Jim Saulnier & Associates, Llc
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Blue Bell Private Wealth Management, Llc
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Lincoln Capital LLC
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Okabena Investment Services Inc
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Rossmore Private Capital
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Bangor Savings Bank
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Fca Corp /tx
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Hancock Whitney Corp
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Axim Planning & Wealth
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Philip James Wealth Mangement, LLC
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Bank OZK
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Klingman & Associates, LLC
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Penney Financial, LLC
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Precedent Wealth Partners, Llc
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Johnson Bixby & Associates, LLC
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Grove Bank & Trust
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Fortress Financial Group, Llc
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Creative Financial Designs Inc /adv
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Rollins Financial Advisors, LLC
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Granite Investment Partners, LLC
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Pinnacle Wealth Management Group, Inc.
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Fusion Family Wealth LLC
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Magnolia Private Wealth, LLC
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EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
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Pioneer Trust Bank N A/or
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High Falls Advisors, Inc
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Hopwood Financial Services, Inc.
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Armis Advisers, LLC
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Clarius Group, LLC
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Dogwood Wealth Management LLC
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Beaird Harris Wealth Management, LLC
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Morton Brown Family Wealth, LLC
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Kirtland Hills Capital Management, Llc
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Integrated Advisors Network LLC
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Donaldson Capital Management, Llc
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Rothschild Investment Llc
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Creative Capital Management Investments LLC
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Palisade Asset Management, LLC
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Lion Street Advisors, LLC
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Amarillo National Bank
|
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Glenmede Trust Co Na
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Hughes Financial Services, LLC
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Greenwood Gearhart Inc
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Hiley Hunt Wealth Management
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Clear Point Advisors Inc.
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Heritage Wealth Partners, LLC
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Covenant Asset Management, LLC
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FSC Wealth Advisors, LLC
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Rosenberg Matthew Hamilton
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YANKCOM Partnership
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Allie Family Office LLC
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CRA Financial Services, LLC
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Idaho Trust Bank
|
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Garden State Investment Advisory Services LLC
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Citizens National Bank Trust Department
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Wealthcare Capital Management Llc
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JNBA Financial Advisors
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Founders Financial Securities Llc
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Eley Financial Management, Inc
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Stratos Wealth Partners, LTD.
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Catalyst Capital Advisors LLC
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Kestra Advisory Services, LLC
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IAG Wealth Partners, LLC
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Wall Street Access Asset Management, LLC
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GenTrust, LLC
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GHP Investment Advisors, Inc.
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Charter Trust Co
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Fundamentun, Llc
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Denver Wealth Management, Inc.
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Bath Savings Trust Co
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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Briaud Financial Planning, Inc
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Gradient Capital Advisors, LLC
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Proffitt & Goodson Inc
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Wells Fargo & Company/mn
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PDS Planning, Inc
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RFG - Bristol Wealth Advisors, LLC
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WorthPointe, LLC
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Meridian Investment Counsel Inc.
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Avaii Wealth Management, Llc
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Phillips Wealth Planners LLC
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Kayne Anderson Rudnick Investment Management Llc
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Ccg Wealth Management, Llc
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Northwest Capital Management Inc
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Wetzel Investment Advisors, Inc.
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Azimuth Capital Investment Management LLC
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Monterey Private Wealth, Inc.
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Boltwood Capital Management
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Brand Asset Management Group, Inc.
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MBA Advisors LLC
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Sequent Planning LLC
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Petix & Botte Co
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MFA Wealth Services
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Verus Capital Partners, Llc
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Abound Wealth Management
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Marshall & Sullivan Inc /wa/
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Kimelman & Baird, LLC
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Neumann Capital Management, LLC
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Liberty Square Wealth Partners Llc
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Investment Advisory Services Inc /tx /adv
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Ewa, Llc
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LVZ Advisors, Inc.
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Salem Investment Counselors Inc
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Compass Ion Advisors, LLC
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Segment Wealth Management, LLC
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Sandhill Capital Partners LLC
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Rocky Mountain Advisers, Llc
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LeClair Wealth Partners LLC
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Planned Solutions, Inc.
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NewEdge Wealth, LLC
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Addison Advisors LLC
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Securian Asset Management, Inc
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Perfromance Wealth Partners, LLC
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Intelligence Driven Advisers, LLC
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Aspiriant, Llc
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Northwestern Mutual Investment Management Company, Llc
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Deutsche Bank Ag\
|
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SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
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|
TCTC Holdings, LLC
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Tiaa Trust, National Association
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Geneos Wealth Management Inc.
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Clarus Wealth Advisors
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Affiance Financial, LLC
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NWK Group, Inc.
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Zuckerman Investment Group, LLC
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Center for Financial Planning, Inc.
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Montecito Bank & Trust
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Private Advisor Group, LLC
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Taddei, Ludwig & Associates, Inc.
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|
Burns J W & Co Inc/ny
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McElhenny Sheffield Capital Management, LLC
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Holland Advisory Services, Inc.
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Core Wealth Advisors, Inc.
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Holistic Planning, LLC
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Trexquant Investment LP
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|
Fort Sheridan Advisors Llc
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|
Aqr Capital Management Llc
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Aua Capital Management, Llc
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Transcendent Capital Group LLC
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JMG Financial Group, Ltd.
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Waters Parkerson & Co., Llc
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First National Advisers, LLC
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New England Professional Planning Group Inc.
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Baker Avenue Asset Management, LP
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Ameliora Wealth Management Ltd.
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MAI Capital Management
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OMNI 360 Wealth, Inc.
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Camarda Financial Advisors, LLC
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Bristlecone Advisors, LLC
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Saxon Interests, Inc.
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|
Uniting Wealth Partners, LLC
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SkyOak Wealth, LLC
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|
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|
Ames National Corp
|
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|
Rappaport Reiches Capital Management, LLC
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|
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|
Winthrop Capital Management, LLC
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|
Frank, Rimerman Advisors LLC
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|
|
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|
BankPlus Trust Department
|
|
|
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|
Defined Financial Planning LLC
|
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|
|
|
|
Logan Capital Management Inc
|
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|
|
|
|
First Merchants Corp
|
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|
|
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|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
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Indie Asset Partners, LLC
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Wbh Advisory Inc
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Summit Financial Strategies, Inc.
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
KWB Wealth
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
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|
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|
Smith Shellnut Wilson Llc /adv
|
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|
Sierra Ocean, Llc
|
|
|
|
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|
Sheets Smith Wealth Management
|
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|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
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|
Invst, LLC
|
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|
Thoroughbred Financial Services, Llc
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One Wealth Advisors, LLC
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|
Cahaba Wealth Management, Inc.
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|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
|
|
|
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|
BayBridge Capital Group, LLC
|
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|
|
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|
Keeley-Teton Advisors, LLC
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|
|
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|
Carrera Capital Advisors
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|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Rochester Wealth Strategies, LLC
|
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|
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|
Boyd Wealth Management, LLC
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|
Wealthgarden F.s. Llc
|
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|
Savvy Advisors, Inc.
|
|
|
|
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|
Spinnaker Trust
|
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|
|
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|
HBK Sorce Advisory LLC
|
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|
|
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|
Acropolis Investment Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
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|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
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|
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|
Burling Wealth Partners, Llc
|
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|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
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|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
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|
Sandy Spring Bank
|
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|
Mission Creek Capital Partners, Inc.
|
|
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|
First Command Advisory Services, Inc.
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|
Callan Capital, LLC
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|
|
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|
Juncture Wealth Strategies, Llc
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|
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|
FLC Capital Advisors
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BancorpSouth Bank
|
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|
|
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|
Secure Asset Management, LLC
|
|
|
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|
Financial Management Professionals, Inc.
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
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|
Kanawha Capital Management Llc
|
|
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|
|
|
IRSLX - Voya Separate Portfolios Trust - Voya Target Retirement 2025 Fund Class I
|
|
|
|
|
|
HFG Advisors, Inc.
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|
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|
Indiana Trust & Investment Management CO
|
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|
Coastal Investment Advisors, Inc.
|
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|
|
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|
IFG Advisory, LLC
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|
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|
STAR Financial Bank
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|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
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|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
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|
Main Management LLC
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|
Vertex Planning Partners, LLC
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|
Family Firm, Inc.
|
|
|
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|
Divergent Planning, LLC
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|
|
|
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|
BigSur Wealth Management LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
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|
Keybank National Association/oh
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
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|
|
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|
StrongBox Wealth, LLC
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|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
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|
|
|
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|
Centricity Wealth Management, LLC
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|
|
|
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|
49 Wealth Management, Llc
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|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
New Insight Wealth Advisors
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|
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|
3Chopt Investment Partners, LLC
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|
Ardent Capital Management, Inc.
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|
Sebold Capital Management, Inc.
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|
Minot DeBlois Advisors LLC
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|
Strategic Financial Planning, Inc.
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|
Vicus Capital
|
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|
Wealthstream Advisors, Inc.
|
|
|
|
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|
Future Fund LLC
|
|
|
|
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|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
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|
Independence Bank of Kentucky
|
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|
|
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|
Fox Financial, Inc
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|
BLB&B Advisors, LLC
|
|
|
|
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|
Fmr Llc
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|
|
|
|
|
Stratos Wealth Advisors, LLC
|
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|
Oak Asset Management, LLC
|
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|
Arkansas Financial Group, Inc.
|
|
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|
Evolution Wealth Management Inc.
|
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|
|
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|
Goodman Financial Corp
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
VRSAX - Voya Separate Portfolios Trust - Voya Target Retirement 2060 Fund Class I
|
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Round Rock Advisors, LLC
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Cadinha & Co Llc
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Sowell Financial Services LLC
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Moody Lynn & Lieberson, Llc
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Trustmark National Bank Trust Department
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Wellspring Financial Advisors, LLC
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Regal Investment Advisors LLC
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Citizens & Northern Corp
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FSM Wealth Advisors, LLC
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Brooklyn FI, LLC
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Congress Wealth Management LLC / DE /
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Crews Bank & Trust
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Principle Wealth Partners Llc
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Peapack Gladstone Financial Corp
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Old North State Trust, LLC
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Saiph Capital, LLC
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Moisand Fitzgerald Tamayo, LLC
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Onyx Bridge Wealth Group LLC
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Umb Bank N A/mo
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C M Bidwell & Associates Ltd
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Atlas Capital Advisors Llc
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Lazard Freres Gestion S.A.S.
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BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
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Mainsail Asset Management, Llc
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Truvestments Capital Llc
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WealthCollab, LLC
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Greenspring Advisors, LLC
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National Wealth Management Group, LLC
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Retirement Systems of Alabama
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Founders Grove Wealth Partners, Llc
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Kovack Advisors, Inc.
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Delta Financial Group, Inc.
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Penobscot Investment Management Company, Inc.
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Optivise Advisory Services LLC
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Northstar Asset Management Llc
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Boyd Watterson Asset Management Llc/oh
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Ellevest, Inc.
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Beacon Financial Planning, Inc
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Convergence Financial, LLC
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Delta Asset Management Llc/tn
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Cape Ann Savings Bank
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Oliver Lagore Vanvalin Investment Group
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Stablepoint Partners, LLC
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Mpwm Advisory Solutions, Llc
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Dentgroup LLC
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Tilia Fiduciary Partners, Inc.
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Sigma Investment Counselors Inc
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Old Port Advisors
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Farmers & Merchants Investments Inc
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Annex Advisory Services, LLC
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Capital Advisors Inc/ok
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Valley Forge Investment Consultants Inc Adv
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Kathleen S. Wright Associates Inc.
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Centennial Bank/AR/
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Element Wealth, LLC
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Fort Point Capital Partners LLC
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Romano Brothers And Company
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Darrow Company, Inc.
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Willis Johnson & Associates, Inc.
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REAP Financial Group, LLC
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C2C Wealth Management, LLC
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Change Path, LLC
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Glassman Wealth Services
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Towercrest Capital Management
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Global Strategic Investment Solutions, LLC
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Eagle Strategies LLC
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Vivaldi Capital Management, LLC
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Daner Wealth Management, LLC
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Lgl Partners, Llc
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Peregrine Asset Advisers, Inc.
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JFG Wealth Management, LLC
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Us Bancorp \de\
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Mine & Arao Wealth Creation & Management, LLC.
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Walled Lake Planning & Wealth Management, Llc
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Galvin, Gaustad & Stein, LLC
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VeraBank, N.A.
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Vantage Financial Partners, LLC
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Avantax Planning Partners, Inc.
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IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
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Fiduciary Family Office, Llc
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Costello Asset Management, INC
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MCF Advisors LLC
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Trust Co of the South
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Chilton Capital Management Llc
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Jfs Wealth Advisors, Llc
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Nations Financial Group Inc, /ia/ /adv
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SpringVest Wealth Management LLC
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Rogco, Lp
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Riverchase Wealth Management, Llc
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Chemistry Wealth Management LLC
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Fountainhead AM, LLC
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North Berkeley Wealth Management, LLC
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Traynor Capital Management, Inc.
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Black Diamond Financial, LLC
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Oppenheimer & Co Inc
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Atomi Financial Group, Inc.
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Red Lighthouse Investment Management, Llc
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Forza Wealth Management, LLC
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Houlihan Financial Resource Group, Ltd.
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Charter Capital Management, LLC\DE
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EnRich Financial Partners LLC
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Daymark Wealth Partners, Llc
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Wela Strategies, Inc.
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Wealth Group Ltd
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First National Bank & Trust Co Of Newtown
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Mowery & Schoenfeld Wealth Management, LLC
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Opus Capital Group, LLC
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Retirement Planning Group
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Greenleaf Trust
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Grand Wealth Management, Llc
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Cannon Wealth Management Services, LLC
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Family Wealth Group, LLC
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4wealth Advisors, Inc.
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Level Wealth Management LLC
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Brighton Jones Llc
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Harbor Advisory Corp /ma/
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Harbour Trust & Investment Management Co
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Trademark Financial Management, LLC
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Forefront Wealth Partners, LLC
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Beese Fulmer Investment Management, Inc.
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ERn Financial, LLC
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Mitchell Mcleod Pugh & Williams Inc
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Clg Llc
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Dixon Mitchell Investment Counsel Inc.
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Bradley Foster & Sargent Inc/ct
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Asset Allocation Strategies LLC
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Glass Jacobson Investment Advisors llc
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Colonial Trust Co / SC
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ABLE Financial Group, LLC
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Nottingham Advisors, Inc.
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Rik Saylor Financial, Inc.
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Moneta Group Investment Advisors Llc
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Brown, Lisle/cummings, Inc.
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Accelerate Investment Advisors LLC
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Mutual Advisors, LLC
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HORAN Wealth, LLC
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Mason Investment Advisory Services, Inc.
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Sheaff Brock Investment Advisors, LLC
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F/M Investments LLC
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Front Row Advisors LLC
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Ti-trust, Inc
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Sandbox Financial Partners, LLC
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Cushing Capital Partners, LLC
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Riverpoint Wealth Management Holdings, LLC
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Financial Advisory Corp /ut/ /adv
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Victory Financial Group, Llc
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Alliancebernstein L.p.
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Signaturefd, Llc
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Disciplina Capital Management LLC
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LRI Investments, LLC
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VTUFX - Voya Separate Portfolios Trust - Voya Target Retirement 2065 Fund Class R6
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Rothschild Capital Partners, LLC
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First Business Financial Services, Inc.
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Verde Capital Management
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Shepherd Financial Partners LLC
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Summit Wealth Group, LLC
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Mechanics Financial Corp
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Integrity Alliance, Llc.
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Maridea Wealth Management LLC
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MML Series Investment Fund II - MML Blend Fund Initial Class
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|
|
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|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
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|
Alley Investment Management Company, LLC
|
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|
Intergy Private Wealth, LLC
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|
Sabal Trust CO
|
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|
Mcrae Capital Management Inc
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MBL Wealth, LLC
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Mma Asset Management Llc
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Hilltop Holdings Inc.
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Qrg Capital Management, Inc.
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Balyasny Asset Management Llc
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First Citizens Bank & Trust Co
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Innealta Capital, Llc
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Gs Investments, Inc.
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Strategy Asset Managers Llc
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KG&L Capital Management,LLC
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Smithbridge Asset Management Inc/de
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Ironwood Investment Counsel, LLC
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Bright Financial Advisors, Inc.
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Prodigy Asset Management LLC
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WPWealth LLP
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Alpha Financial Partners, LLC
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Patten Group, Inc.
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Birch Hill Investment Advisors LLC
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Gleason Group, Inc.
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Boston Trust Walden Corp
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OneAscent Financial Services LLC
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Pinnacle Wealth Management Advisory Group, LLC
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New York Life Investment Management Llc
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Shakespeare Wealth Management, Inc.
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XY Planning Network, Inc.
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Alaska Permanent Capital Management
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Atlantic Private Wealth, LLC
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Mengis Capital Management, Inc.
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Tradition Wealth Management, LLC
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Vermillion & White Wealth Management Group, LLC
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Price T Rowe Associates Inc /md/
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Perennial Investment Advisors, LLC
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Syntax Research, Inc.
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Fsb Premier Wealth Management, Inc.
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Waterloo Capital, L.P.
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AdvisorNet Financial, Inc
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Sather Financial Group Inc
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Strathmore Capital Advisors, Inc.
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Rhumbline Advisers
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Montis Financial, LLC
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
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|
Greystone Financial Group, LLC
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|
Elgethun Capital Management
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|
Chris Bulman Inc
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|
Epiq Partners, Llc
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|
Simmons Bank
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Elevated Capital Advisors, LLC
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|
USAdvisors Wealth Management, LLC
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Lowe Wealth Advisors, LLC
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Vestor Capital, Llc
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Private Wealth Management Group, LLC
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Colony Group, LLC
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Bellwether Advisors, LLC
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Schmidt P J Investment Management Inc
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|
Axxcess Wealth Management, Llc
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|
Welch & Forbes Llc
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|
Disciplined Investments, LLC
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|
Patten & Patten Inc/tn
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|
Bigelow Investment Advisors, LLC
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|
North Dallas Bank & Trust Co
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|
Franklin Resources Inc
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|
Keystone Financial Services, LLC
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|
Legacy Capital Wealth Partners, LLC
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Macroview Investment Management Llc
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|
Wells Financial Advisors INC
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Circle Wealth Management, LLC
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Astra Wealth Partners LLC
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First Heartland Consultants, Inc.
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TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
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Capstone Financial Advisors, Inc.
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Investment Partners, Ltd.
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GFS Advisors, LLC
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CoreFirst Bank & Trust
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|
Country Trust Bank
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|
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|
Golden State Equity Partners
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|
Mechanics Bank Trust Department
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|
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|
Windsor Advisory Group, LLC
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|
Destiny Capital Corp/CO
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|
Elyxium Wealth, LLC
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|
Marino, Stram & Associates Llc
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|
Stone House Investment Management, LLC
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|
Commonwealth Equity Services, Llc
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|
Drake & Associates, LLC
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|
Gotham Asset Management, LLC
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Breed's Hill Capital LLC
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TT Capital Management LLC
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Summit Wealth & Retirement Planning, Inc.
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|
Cantor Fitzgerald Investment Adviser L.p.
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|
Koss-Olinger Consulting, LLC
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|
MorganRosel Wealth Management, LLC
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|
My Personal CFO, LLC
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|
Lansing Street Advisors
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Jentner Corp
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Tme Financial, Inc.
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Corundum Group, Inc.
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First Financial Bankshares Inc
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Rockland Trust Co
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|
Fishman Jay A Ltd/mi
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|
May Barnhard Investments LLC
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Colony Family Offices, LLC
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Sandy Cove Advisors, LLC
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Green Harvest Asset Management LLC
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|
Kfg Wealth Management, Llc
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|
Christopher J. Hasenberg, Inc
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|
Morgan Stanley
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|
Gerber, Llc
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Tyche Wealth Partners LLC
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|
Marcum Wealth, LLC
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|
Tempus Wealth Planning, LLC
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|
Sentry LLC
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May Hill Capital, LLC
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Salomon & Ludwin, LLC
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Synovus Financial Corp
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First Trust Advisors Lp
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|
SBI Securities Co., Ltd.
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|
Highland Capital Management, Llc
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|
Financial Engines Advisors L.L.C.
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|
Municipal Employees' Retirement System of Michigan
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|
TCG Advisory Services, LLC
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|
Dougherty Wealth Advisers LLC
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Gilman Hill Asset Management, LLC
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Ifrah Financial Services, Inc.
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Cambridge Advisors Inc.
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|
Foundry Financial Group, Inc.
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|
Defined Wealth Management, Llc
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|
Schroder Investment Management Group
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|
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|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Northern Trust Corp
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|
Verum Partners LLC
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|
PSI Advisors, LLC
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|
Dumont & Blake Investment Advisors Llc
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|
Ruggaard & Associates LLC
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|
Promus Capital, LLC
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World Equity Group, Inc.
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one8zero8, LLC
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Blume Capital Management, Inc.
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Kingsview Wealth Management, LLC
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Richardson Financial Services Inc.
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Morse Asset Management, Inc
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Paulson Wealth Management Inc.
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Pinnacle Associates Ltd
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PCA Investment Advisory Services Inc.
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Trinity Financial Advisors LLC
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M&t Bank Corp
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Running Point Capital Advisors, LLC
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Planning Alternatives Ltd /adv
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DiNuzzo Private Wealth, Inc.
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Cim Investment Mangement Inc
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Hardy Reed LLC
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Eldridge Investment Advisors, Inc.
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Horizon Investments, LLC
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Richardson Capital Management LLC
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Aegis Wealth Management LLC
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GW&K Investment Management, LLC
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Rock Point Advisors, LLC
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Keystone Financial Group
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Topsail Wealth Management, LLC
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Breakwater Investment Management
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Clune & Associates, Ltd.
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Prudent Man Investment Management, Inc.
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Investments & Financial Planning, LLC
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
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Armor Investment Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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Carl P. Sherr & Co., LLC
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Rock Creek Group, LP
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My Purposeful Wealth Corp.
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First National Bank of Hutchinson
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TCP Asset Management, LLC
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Focused Wealth Management, Inc
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Emprise Bank
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Zhang Financial LLC
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Providence Capital Advisors, LLC
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PMV Capital Advisers, LLC
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Balanced Wealth Group Llc
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Sound View Wealth Advisors Group, LLC
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Pachira Investments Inc.
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Whalerock Point Partners, Llc
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LifeSteps Financial, Inc.
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First United Bank Trust/
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Eight 31 Financial Llc
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Family Office Research LLC
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Affinity Wealth Management Llc
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Ridgewood Investments LLC
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We Are One Seven, LLC
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Centurion Wealth Management LLC
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GenWealth Group, Inc.
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Breakwater Capital Group
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Murphy, Middleton, Hinkle & Parker, Inc.
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Davidson Investment Advisors
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CAPROCK Group, Inc.
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Opes Wealth Management LLC
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Obermeyer Wood Investment Counsel, Lllp
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Pin Oak Investment Advisors Inc
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Moneywise, Inc.
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BKD Wealth Advisors, LLC
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CarsonAllaria Wealth Management, Ltd.
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Lebenthal Global Advisors, LLC
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Cresset Asset Management, LLC
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Avantax Advisory Services, Inc.
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CENTRAL TRUST Co
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MWA Asset Management
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Root Financial Partners, LLC
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Sage Capital Advisors,llc
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Values Added Financial LLC
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ESL Trust Services, LLC
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Greenland Capital Management LP
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Rosenblum Silverman Sutton S F Inc /ca
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Capital Management Associates, Inc
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Lee-Kelleher Wealth Management
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Moors & Cabot, Inc.
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Hollencrest Capital Management
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IFS Advisors, LLC
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Signal Advisors Wealth, LLC
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AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
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UBS Group AG
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Insight Inv LLC
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Sachetta, LLC
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Stock Yards Bank & Trust Co
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Tudor Financial Inc.
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MGO Private Wealth, LLC
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Aptus Capital Advisors, LLC
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Financial Advocates Investment Management
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King Wealth
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AE Wealth Management LLC
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Second Line Capital, LLC
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Emerald Investment Partners, Llc
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Pineridge Advisors LLC
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Willow Creek Wealth Management Inc.
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Richard W. Paul & Associates, LLC
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Melone Private Wealth, LLC
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Xponance, Inc.
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Stokes Family Office, LLC
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Susquehanna International Group, Llp
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MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
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Millstone Evans Group, LLC
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Whittier Trust Co
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Access Investment Management LLC
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Welch Group, LLC
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Partners in Financial Planning
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Raymond James Financial Inc
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Flagship Harbor Advisors, Llc
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Principal Financial Group Inc
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Fisher Asset Management, LLC
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Balentine LLC
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Stony Point Wealth Management Inc.
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Insigneo Advisory Services, Llc
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Aviance Capital Partners, LLC
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Bank Of Montreal /can/
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Berkshire Bank
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Wealth Management Partners, LLC
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Oakworth Capital, Inc.
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Keystone Financial Group, Inc.
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Objective Capital Management, LLC
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Traub Capital Management LLC
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Novak & Powell Financial Services, Inc.
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21 West Wealth Management LLC
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Advyzon Investment Management, LLC
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Nabity-Jensen Investment Management Inc
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Element Pointe Advisors, Llc
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Hara Capital LLC
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First Horizon Advisors, Inc.
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Correct Capital Wealth Management
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North Star Asset Management Inc
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Natixis Advisors, L.p.
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Ascent Group, LLC
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Signature Estate & Investment Advisors Llc
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Pinnacle Family Advisors, LLC
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Private Capital Management Llc
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Nova Wealth Management, Inc.
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Harbor Investment Advisory, Llc
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Mendota Financial Group, LLC
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Crumly & Associates Inc.
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Great Valley Advisor Group, Inc.
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TABR Capital Management, LLC
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Hrt Financial Lp
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Sherman Asset Management, Inc.
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First County Bank /CT/
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Brookmont Capital Management
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Strategic Blueprint, LLC
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Cardinal Point Capital Management, ULC
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National Asset Management, Inc.
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Journey Advisory Group, LLC
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Citigroup Inc
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Pinnacle Wealth Planning Services, Inc.
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Lane & Associates LLC
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FSA Wealth Management LLC
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Simplicity Wealth,LLC
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Patrick M Sweeney & Associates, Inc
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Culbertson A N & Co Inc
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Grove Street Fiduciary, LLC
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Christensen, King & Associates Investment Services, Inc.
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Alps Advisors Inc
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CapWealth Advisors, LLC
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SGL Investment Advisors, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Hengehold Capital Management Llc
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Seeds Investor Llc
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First National Corp /ma/ /adv
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Monticello Wealth Management, Llc
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Pinnacle Financial Partners Inc
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TruWealth Advisors, LLC
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Magnolia Capital Management Ltd
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Omega Financial Group, LLC
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Holderness Investments Co
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Main Street Group, LTD
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Seelaus Asset Management LLC
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Aberdeen Wealth Management LLC
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Scotia Capital Inc.
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Auxano Advisors, LLC
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JSF Financial, LLC
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First Western Trust Bank
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Empower Advisory Group, LLC
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Kerntke Otto McGlone Wealth Management Group
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First Bank & Trust
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Sterling Financial Planning, Inc.
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Kickstand Ventures, Llc.
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Insight Advisors, LLC/ PA
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Graybill Bartz & Assoc Ltd
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Brinker Capital Investments, LLC
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Register Financial Advisors LLC
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Integrated Investment Consultants, LLC
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Transce3nd, LLC
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LexAurum Advisors, LLC
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Brick & Kyle, Associates
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AMG National Trust Bank
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Symphony Financial, Ltd. Co.
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Delta Financial Advisors Llc
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Venturi Wealth Management, LLC
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GM Advisory Group, Inc.
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TRUE Private Wealth Advisors
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Zullo Investment Group, Inc.
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Kestra Private Wealth Services, Llc
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Nilsine Partners, LLC
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Financial Management Network Inc
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Cascade Wealth Advisors, Inc
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Kilter Group LLC
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Osborne Partners Capital Management, Llc
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Navigoe, LLC
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Cary Street Partners Financial Llc
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VSM Wealth Advisory, LLC
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|
Tortoise Investment Management, LLC
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|
Midland Wealth Advisors Llc
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|
Piscataqua Savings Bank
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|
Aull & Monroe Investment Management Corp
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|
GPS Wealth Strategies Group, LLC
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Duncker Streett & Co Inc
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Waldron Private Wealth LLC
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Astoria Strategic Wealth, Inc.
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St. Louis Trust Co
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Panoramic Capital Partners, LLC
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|
Prostatis Group LLC
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|
Orrstown Financial Services Inc
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Townsend Asset Management Corp /nc/ /adv
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|
State Of Wisconsin Investment Board
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Watchman Group, Inc.
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|
American National Bank
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Presilium Private Wealth, Llc
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
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|
|
|
|
Financial Futures Ltd Liability Co.
|
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|
Watershed Private Wealth Llc
|
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|
Fft Wealth Management Llc
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|
Cheviot Value Management, LLC
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|
Headinvest, Llc
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|
GSB Wealth Management, LLC
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Seacrest Wealth Management, Llc
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Pandora Wealth, Inc.
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|
Meridian Financial Partners LLC
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Wealthspan Partners, Llc
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Crescent Grove Advisors, LLC
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|
Texas Yale Capital Corp.
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|
Prosperity Consulting Group, LLC
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|
Trust Co Of Toledo Na /oh/
|
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Prime Buchholz LLC
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|
Carson Advisory Inc.
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|
American Money Management, LLC
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Windsor Capital Management, LLC
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|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
|
|
|
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|
Oakwell Private Wealth Management, LLC
|
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|
|
|
|
Collective Family Office Llc
|
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|
|
Zacks Investment Management
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|
|
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|
IRSVX - Voya Separate Portfolios Trust - Voya Target Retirement 2055 Fund Class I
|
|
|
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|
Atticus Wealth Management, Llc
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|
DiMeo Schneider & Associates, L.L.C.
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|
FF Advisors,LLC
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Detalus Advisors, LLC
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|
Silicon Valley Capital Partners
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Van Cleef Asset Management,Inc
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M.e. Allison & Co., Inc.
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|
Mission Wealth Management, Lp
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Magnus Financial Group LLC
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|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Toth Financial Advisory Corp
|
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|
|
|
|
Massmutual Trust Co Fsb/adv
|
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|
|
|
|
Watts Gwilliam & Co., LLC
|
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|
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|
Northstar Advisory Group, LLC
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|
Palisade Capital Management Llc/nj
|
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|
|
|
Fiera Capital Corp
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|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
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|
Matauro, Llc
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XML Financial, LLC
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Advance Capital Management, Inc.
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Whitcomb & Hess, Inc.
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Stelac Advisory Services LLC
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Colorado Capital Management, Inc.
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|
Rialto Wealth Management, LLC
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|
Money Concepts Capital Corp
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|
PAX Financial Group, LLC
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|
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|
|
Kwmg, Llc
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|
Whitaker-Myers Wealth Managers, LTD.
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|
EP Wealth Advisors, Inc.
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CWA Asset Management Group, LLC
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Camden Capital, LLC
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Financial Advisory Service, Inc.
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|
Avalon Trust Co
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Hicks Capital Management Llc
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|
Versant Capital Management, Inc
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|
Patton Albertson Miller Group, Llc
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|
Pacific Sun Financial Corp
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|
Garrett Investment Advisors LLC
|
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|
CNB Bank
|
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|
Clear Creek Financial Management, LLC
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|
CJM Wealth Advisers, Ltd.
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|
Sfm, Llc
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Cornerstone Advisors Asset Management, Inc
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Wealth Enhancement Advisory Services, Llc
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Voisard Asset Management Group, Inc.
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|
Gateway Wealth Partners, LLC
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|
Cetera Investment Advisers
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|
SOL Capital Management CO
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|
Guardian Wealth Advisors, Llc / Nc
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Capital Advisors Wealth Management, LLC
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|
HTG Investment Advisors, Inc.
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|
WFA of San Diego, LLC
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|
American Financial Advisors, LLC
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McKinley Carter Wealth Services, Inc.
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Kera Capital Partners, Inc.
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1 North Wealth Services Llc
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Diversify Wealth Management, Llc
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Hanson & Doremus Investment Management
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Absolute Capital Management, LLC
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Financial Partners Group, Inc
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Cypress Wealth Services, LLC
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Red Door Wealth Management, LLC
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James J. Burns & Company, LLC
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Silvercrest Asset Management Group Llc
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Steel Peak Wealth Management LLC
|
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|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
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Spirit Of America Management Corp/ny
|
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J. Safra Sarasin Holding AG
|
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Kohmann Bosshard Financial Services, LLC
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RMB Capital Management, LLC
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Norris Perne & French Llp/mi
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Sterling Investment Advisors, Ltd.
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Founders Capital Management
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Von Berge Wealth Management Group, LLC
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Vise Technologies, Inc.
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Howe & Rusling Inc
|
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Trust Co Of Vermont
|
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Dopkins Wealth Management, Llc
|
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Brookwood Investment Group LLC
|
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Lifeworks Advisors, LLC
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KFA Private Wealth Group, LLC
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Appleton Partners Inc/ma
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KPP Advisory Services LLC
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Swp Financial Llc
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Chandler Asset Management, Inc.
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Farmers & Merchants Trust Co of Long Beach
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Provident Wealth Management, LLC
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Vision Capital Management, Inc.
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Childress Capital Advisors, Llc
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Rockefeller Capital Management L.P.
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City National Bank Of Florida /msd
|
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Innovative Wealth Building LLC
|
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Yarger Wealth Strategies, Llc
|
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Gutierrez Wealth Advisory, LLC
|
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Creekmur Asset Management LLC
|
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Pflug Koory, LLC
|
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Umpqua Bank
|
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Concord Asset Management, LLC/VA
|
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Motco
|
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Burke & Herbert Bank & Trust Co
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Bailard, Inc.
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North Capital, Inc.
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Ramirez Asset Management, Inc.
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Flagship Private Wealth, LLC
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Topel & Distasi Wealth Management, LLC
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Community Bank, N.A.
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Nelson Capital Management, LLC
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DHJJ Financial Advisors, Ltd.
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Middleton & Co Inc/ma
|
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Higgins & Schmidt Wealth Strategies LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Goldstein Advisors, LLC
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Bridgewealth Advisory Group, LLC
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Cornell Pochily Investment Advisors, Inc.
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Warner Financial, Inc
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Boston Private Wealth Llc
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BlueChip Wealth Advisors LLC
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Lyell Wealth Management, Lp
|
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Total Investment Management Inc
|
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Squarepoint Ops LLC
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Tru Independence Asset Management 2, Llc
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SoundView Advisors Inc.
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Nemes Rush Group LLC
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|
David J Yvars Group
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|
Embree Financial Group
|
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|
BCGM Wealth Management, LLC
|
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|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
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|
|
|
Wsfs Capital Management, Llc
|
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JustInvest LLC
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Bell Investment Advisors, Inc
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Asset Management Group, Inc.
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Gryphon Financial Partners LLC
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Brown Miller Wealth Management, LLC
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|
North Star Investment Management Corp.
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Novare Capital Management Llc
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Apexium Financial, Lp
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Harbor Group, Inc.
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Acima Private Wealth, Llc
|
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Encompass Wealth Advisors, Llc
|
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|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
Apollon Financial, LLC
|
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|
|
SYM FINANCIAL Corp
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Colonial Trust Advisors
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Wooster Corthell Wealth Management, Inc.
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Retirement Planning Co of New England, Inc.
|
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Mascoma Wealth Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
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|
SC&H Financial Advisors, Inc.
|
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|
|
|
|
Keel Point, LLC
|
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|
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Fortress Financial Solutions, LLC
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|
Hubbell Strickland Wealth Management, LLC
|
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|
First Commonwealth Financial Corp /pa/
|
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|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
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|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Mml Investors Services, Llc
|
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|
|
|
|
Evermay Wealth Management Llc
|
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|
|
|
|
Crewe Advisors LLC
|
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|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
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|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Gemmer Asset Management LLC
|
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|
|
Assetmark, Inc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
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|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Mkd Wealth Coaches, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
IRSQX - Voya Separate Portfolios Trust - Voya Target Retirement 2050 Fund Class I
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Mason Street Advisors, Llc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
CBM Financial, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Adaptive Financial Consulting, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
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|
Edgemoor Investment Advisors, Inc.
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Commonwealth Retirement Investments LLC
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Golden State Wealth Management, LLC
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Linscomb & Williams, Inc.
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Freestone Capital Holdings, LLC
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Trilogy Capital Inc.
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Trust Co
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Clearbridge Investments, LLC
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Tsfg, Llc
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Old National Bancorp /in/
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Guardian Asset Advisors, LLC
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New England Private Wealth Advisors LLC
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Well Done, LLC
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Independent Solutions Wealth Management, LLC
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Clean Yield Group
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Warren Averett Asset Management, LLC
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Betterment LLC
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Badgley Phelps Wealth Managers, LLC
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Panoramic Investment Advisors, Llc
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Bragg Financial Advisors, Inc
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Advisor OS, LLC
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Canvas Wealth Advisors, LLC
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Western Wealth Management, LLC
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Global Trust Asset Management, LLC
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Redwood Park Advisors LLC
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F&V Capital Management, LLC
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Aufman Associates Inc
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RMR Wealth Builders
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Federation des caisses Desjardins du Quebec
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Madison Asset Management, LLC
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Steigerwald, Gordon & Koch Inc.
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Mogy Joel R Investment Counsel Inc
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Level Four Advisory Services, Llc
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Sound Income Strategies, LLC
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Carnegie Capital Asset Management, LLC
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BEAM Asset Management, LLC
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McGlone Suttner Wealth Management, Inc.
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Seed Wealth Management, Inc.
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Beaton Management Co. Inc.
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Keener Financial Planning LLC
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SMART Wealth LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Radnor Capital Management, LLC
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Dorsey & Whitney Trust CO LLC
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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Cahill Wealth Management, LLC
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Confluence Wealth Services, Inc.
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Clifford Swan Investment Counsel Llc
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Legacy Solutions, Llc
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Mystic Asset Management, Inc.
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Elevate Wealth Advisory, Inc
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Evanson Asset Management, LLC
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Evolution Advisers, Inc.
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St Germain D J Co Inc
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United Capital Financial Advisers, Llc
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Park Place Capital Corp
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Leverty Financial Group, LLC
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Fogel Capital Management, Inc.
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Aspen Investment Management Inc
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Tanglewood Legacy Advisors, LLC
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Sax Wealth Advisors, Llc
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Ameriprise Financial Inc
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Rossby Financial, LCC
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Laird Norton Trust Company, Llc
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Clearwater Capital Advisors, LLC
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Napatree Capital Llc
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Belpointe Asset Management LLC
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Alliance Wealth Advisors, LLC
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Potomac Fund Management Inc /adv
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Weaver Consulting Group
|
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HHM Wealth Advisors, LLC
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Wincap Financial Llc
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Bfsg, Llc
|
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Southeast Asset Advisors Inc.
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CX Institutional
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WFA Asset Management Corp
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180 Wealth Advisors, Llc
|
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Bull Street Advisors, LLC
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Angeles Wealth Management, Llc
|
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Painted Porch Advisors LLC
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Harel Insurance Investments & Financial Services Ltd.
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Iowa State Bank
|
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BCS Wealth Management
|
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|
Bill Few Associates, Inc.
|
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Sigma Planning Corp
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Bridge Generations Wealth Management Llc
|
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|
Argent Advisors, Inc.
|
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|
Harmony Asset Management Llc
|
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|
Hobbs Group Advisors, LLC
|
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|
Econ Financial Services Corp
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|
Syntegra Private Wealth Group, LLC
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Chapin Davis, Inc.
|
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|
Union Savings Bank
|
|
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|
Godsey & Gibb Associates
|
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|
Tompkins Financial Corp
|
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|
Montag A & Associates Inc
|
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|
Forum Private Client Group LLC
|
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|
Fiduciary Trust Co
|
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|
|
WealthPlan Investment Management, LLC
|
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|
|
SG Americas Securities, LLC
|
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|
Alpha Cubed Investments, LLC
|
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|
Winthrop Advisory Group LLC
|
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|
Bellevue Asset Management, Llc
|
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|
|
Texas Capital Bancshares Inc/tx
|
|
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|
|
OneAscent Family Office, LLC
|
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|
|
LM Advisors LLC
|
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|
|
Narwhal Capital Management
|
|
|
|
|
|
Madrona Financial Services, LLC
|
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|
|
First Foundation Advisors
|
|
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|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
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|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
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|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
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|
|
Comerica Bank
|
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|
|
Beacon Financial Advisory LLC
|
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|
