|
Toronto Dominion Bank
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
National Mutual Funds Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Florin Court Capital LLP
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
|
|
|
|
|
|
HTFNX - Horizon Funds - Horizon Tactical Fixed Income Fund Investor Class
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
LPRFX - BlackRock Funds III - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
ERTS Wealth Advisors, LLC
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Lwm Advisors Inc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Ohio National Investments, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Money Design Co.,Ltd.
|
|
|
|
|
|
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
American Family Investments, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Rochester Wealth Strategies, LLC
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Aozora Bank, Ltd.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Mokosak Advisory Group, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Dreyfus High Yield Strategies Fund
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Sagil Capital Llp
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
LPJRX - BlackRock Funds III - BlackRock LifePath Dynamic 2035 Fund Class R Shares
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Arrow Investment Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Virtus Fixed Income Advisers, LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
MTC Wealth Management LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park Diversified Income ETF
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
CNO Financial Group, Inc.
|
|
|
|
|
|
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Adaptive Financial Consulting, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Mustico Financial Group, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
5th Street Advisors, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Periscope Capital Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Brigade Capital Management, Lp
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
LPREX - BlackRock Funds III - BlackRock LifePath Dynamic 2040 Fund Investor A Shares
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
1607 Capital Partners, LLC
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
LQDI - iShares U.S. ETF Trust - iShares Inflation Hedged Corporate Bond ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
|
|
|
|
|
|
OxenFree Capital LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
LPRDX - BlackRock Funds III - BlackRock LifePath Dynamic 2030 Fund Investor A Shares
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Dai-ichi Life Holdings, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Cresta Advisors, Ltd.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
LQDW - iSHARES TRUST - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Japan Science & Technology Agency
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Innealta Capital, Llc
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Cosner Financial Group, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Allianz Investment Management U.S. LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Empower Annuity Insurance Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
