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Principal Financial Group Inc
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Modern Wealth Management, LLC
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Baird Financial Group, Inc.
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Farrell Financial LLC
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Friedenthal Financial
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Harbor Investment Advisory, Llc
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Independence Bank of Kentucky
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Cerity Partners LLC
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Assetmark, Inc
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Argus Investors' Counsel, Inc.
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Deutsche Bank Ag\
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Ashton Thomas Private Wealth, LLC
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Bangor Savings Bank
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Capital Investment Advisory Services, LLC
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Salomon & Ludwin, LLC
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Portland Financial Advisors Inc
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Traub Capital Management LLC
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JDM Financial Group LLC
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GenWealth Group, Inc.
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Gries Financial Llc
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Stone Point Wealth LLC
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Logan Capital Management Inc
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First Hawaiian Bank
|
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Brown Brothers Harriman & Co
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Bank Of Montreal /can/
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Moors & Cabot, Inc.
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Cambridge Investment Research Advisors, Inc.
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RDA Financial Network
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Rialto Wealth Management, LLC
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Crewe Advisors LLC
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Nvwm, Llc
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Keybank National Association/oh
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Jones Financial Companies Lllp
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Wells Fargo & Company/mn
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Mosaic Financial Group, Llc
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Ameritas Advisory Services, LLC
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Everstar Asset Management, LLC
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Wagner Wealth Management, Llc
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Cullen/frost Bankers, Inc.
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Cwm, Llc
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Parkside Financial Bank & Trust
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Front Row Advisors LLC
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WealthPlan Investment Management, LLC
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Park Avenue Securities Llc
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Asset Dedication, LLC
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Proquility Private Wealth Partners, LLC
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Creekside Partners
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Wolff Wiese Magana Llc
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Pnc Financial Services Group, Inc.
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Weaver Consulting Group
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Mountain Hill Investment Partners Corp.
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Cary Street Partner Investment Advisory Llc
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Csenge Advisory Group
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Barrett & Company, Inc.
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Motco
|
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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Guggenheim Capital Llc
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CAP Partners, LLC
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Patriot Investment Management Inc.
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Fourth Dimension Wealth, LLC
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Stratos Wealth Advisors, LLC
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Camarda Financial Advisors, LLC
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Duncker Streett & Co Inc
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EverSource Wealth Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Kcm Investment Advisors Llc
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Envestnet Asset Management Inc
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American Trust
|
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Brightwater Advisory LLC
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Mml Investors Services, Llc
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|
HHM Wealth Advisors, LLC
|
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|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
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|
Transatlantique Private Wealth Llc
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Spire Wealth Management
|
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Ronald Blue Trust, Inc.
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Citadel Advisors Llc
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IFP Advisors, Inc
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Atlantic Trust, LLC
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Fmr Llc
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Ibex Wealth Advisors
|
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Perigon Wealth Management, LLC
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Franklin Resources Inc
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United Capital Financial Advisers, Llc
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|
Sanchez Wealth Management Group
|
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Advisors Management Group Inc /adv
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Janney Montgomery Scott LLC
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Christensen, King & Associates Investment Services, Inc.
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|
Abound Wealth Management
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Bluefin Capital Management, Llc
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|
Eclectic Associates Inc /adv
|
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Brinker Capital Investments, LLC
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|
White Pine Capital Llc
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|
Beacon Pointe Advisors, LLC
|
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|
Coordinated Financial Services, Inc./CO
|
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|
MAI Capital Management
|
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|
Nbc Securities, Inc.
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|
Jpmorgan Chase & Co
|
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First Trust Intermediate Duration Preferred & Income Fund
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|
StoneX Group Inc.
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|
Gotham Asset Management, LLC
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|
Orion Portfolio Solutions, LLC
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|
Prospera Financial Services Inc
|
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|
MainStreet Investment Advisors LLC
|
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|
|
First Trust Advisors Lp
|
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|
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
|
|
|
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|
|
Umb Bank N A/mo
|
|
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|
|
|
Northwestern Mutual Wealth Management Co
|
|
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|
|
Provenance Wealth Advisors, LLC
|
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|
Level Four Advisory Services, Llc
|
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|
|
|
Aletheian Wealth Advisors LLC
|
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|
|
|
Bank Of America Corp /de/
|
|
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|
|
|
Foundations Investment Advisors, LLC
|
|
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|
|
Sandy Spring Bank
|
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|
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|
Leading Edge Financial Planning LLC
|
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|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Pines Wealth Management, LLC
|
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|
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|
|
NewSquare Capital LLC
|
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|
|
Nautilus Advisors LLC
|
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|
|
Brookstone Capital Management
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
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|
Capital A Wealth Management, LLC
|
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|
|
Two Sigma Securities, Llc
|
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|
|
|
|
Sax Wealth Advisors, Llc
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|
Madison Wealth Partners, Inc
|
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|
Beta Wealth Group, Inc.
|
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|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
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|
|
Rothschild Investment Llc
|
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|
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|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
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|
|
|
Vermillion & White Wealth Management Group, LLC
|
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|
|
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|
Harbour Investments, Inc.
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|
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|
Financial Insights, Inc.
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Private Advisor Group, LLC
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|
Vontobel Holding Ltd.
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|
S.A. Mason LLC
|
|
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|
|
|
Texas Yale Capital Corp.
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|
SkyOak Wealth, LLC
|
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|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Acute Investment Advisory, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Sofos Investments, Inc.
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|
|
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|
Global Retirement Partners, LLC
|
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|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc.
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|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
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|
|
|
|
|
Mutual Advisors, LLC
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|
|
|
|
|
Ameriflex Group, Inc.
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|
|
|
|
Ancora Advisors, LLC
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|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
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GAMMA Investing LLC
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Gladstone Institutional Advisory LLC
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Group One Trading, L.p.
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Crews Bank & Trust
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Blackston Financial Advisory Group, LLC
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First Horizon Advisors, Inc.
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Hartland & Co., LLC
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Buckingham Strategic Partners
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GWM Advisors LLC
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Atlantic Union Bankshares Corp
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Fiduciary Advisors, Inc.
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Tower Research Capital LLC (TRC)
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Sunbelt Securities, Inc.
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BEAM Asset Management, LLC
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Noesis Capital Mangement Corp
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Oxbow Advisors, LLC
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Strategic Investment Solutions, Inc. /IL
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Wilson & Boucher Capital Management, LLC
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Integrated Wealth Concepts LLC
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Cladis Investment Advisory, LLC
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Coastal Bridge Advisors, LLC
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CENTRAL TRUST Co
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Archetype Wealth Partners
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Huntington National Bank
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New England Capital Financial Advisors LLC
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Western Wealth Management, LLC
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Wealth Advisory Solutions, LLC
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Acas, Llc
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Financial Gravity Companies, Inc.
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Hilltop Holdings Inc.
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Farther Finance Advisors, LLC
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VestGen Advisors, LLC
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Albion Financial Group /ut
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Shulman DeMeo Asset Management LLC
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Ramiah Investment Group
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Legacy Private Trust Co.
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Allworth Financial LP
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Prosperity Consulting Group, LLC
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Rsm Us Wealth Management Llc
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Us Bancorp \de\
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JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I
|
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Ausdal Financial Partners, Inc.
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CSM Advisors, LLC
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Warren Averett Asset Management, LLC
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Transcend Wealth Collective, Llc
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Robbins Farley Llc
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Susquehanna International Group, Llp
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First PREMIER Bank
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Massmutual Trust Co Fsb/adv
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J. W. Coons Advisors, LLC
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SG Americas Securities, LLC
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Atticus Wealth Management, Llc
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Kentucky Trust Co
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Gateway Wealth Partners, LLC
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Sowell Financial Services LLC
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Concurrent Investment Advisors, LLC
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Kingsview Wealth Management, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Jackson, Grant Investment Advisers, Inc.
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Pinnacle Financial Partners Inc
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Rockland Trust Co
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Simon Quick Advisors, Llc
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MidWestOne Financial Group, Inc.
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Tudor Financial Inc.
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Blair William & Co/il
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Cohen & Steers, Inc.
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SOA Wealth Advisors, LLC.
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Charles Schwab Trust Co
|
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Prairiewood Capital, LLC
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Columbia Advisory Partners Llc
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Optimum Investment Advisors
|
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One Capital Management, LLC
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Stratos Wealth Partners, LTD.
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Fortitude Advisory Group L.L.C.
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Raymond James Financial Inc
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Autumn Glory Partners, LLC
|
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|
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A
|
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|
Crabel Capital Management, LLC
|
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|
Providence First Trust Co
|
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|
Carnegie Lake Advisors LLC
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|
Truist Financial Corp
|
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|
Princeton Global Asset Management LLC
|
|
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|
|
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3
|
|
|
|
|
|
Apella Capital, LLC
|
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|
|
Larson Financial Group LLC
|
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|
Trinity Legacy Partners, LLC
|
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|
Key FInancial Inc
|
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|
|
Citigroup Inc
|
|
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|
|
Creative Planning
|
|
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|
Wellington Shields & Co., LLC
|
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|
|
Costello Asset Management, INC
|
|
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|
O'ROURKE & COMPANY, Inc
|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
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|
Bernard Wealth Management Corp.
|
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|
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|
North Star Investment Management Corp.
|
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|
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|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
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|
|
Fifth Third Bancorp
|
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|
|
|
Palouse Capital Management, Inc.
|
|
|
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|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
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|
