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Liberty Capital Management, Inc.
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Trust Co Of Vermont
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LPL Financial LLC
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We Are One Seven, LLC
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OneAscent Financial Services LLC
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Envestnet Asset Management Inc
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Cambridge Advisors Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
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Webster Bank, N. A.
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Pine Haven Investment Counsel, Inc
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Lindbrook Capital, Llc
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Lodestar Private Asset Management Llc
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Jackson Thornton Asset Management, Llc
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Asset Dedication, LLC
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Jane Street Group, Llc
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Aurora Investment Managers, LLC.
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Vise Technologies, Inc.
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SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
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Glass Jacobson Investment Advisors llc
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Rakuten Investment Management, Inc.
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Winthrop Capital Management, LLC
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Stifel Financial Corp
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SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
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Koss-Olinger Consulting, LLC
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Capital Advisors, Ltd. LLC
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North Forty Two & Co.
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Sunbelt Securities, Inc.
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Breakwater Investment Management
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Larson Financial Group LLC
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SWHGX - SCHWAB CAPITAL TRUST - Schwab MarketTrack Growth Portfolio Investor Shares
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Bellevue Asset Management, Llc
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Clearview Wealth Advisors LLC
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Jfs Wealth Advisors, Llc
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Kozak & Associates, Inc.
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Krilogy Financial LLC
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Foster & Motley Inc
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GeoWealth Management, LLC
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SWS Partners
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Russell Investments Group, Ltd.
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Pnc Financial Services Group, Inc.
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Paladin Advisory Group, LLC
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Barrett & Company, Inc.
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Hamilton Point Investment Advisors, LLC
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Smith, Moore & Co.
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Mogy Joel R Investment Counsel Inc
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Global Retirement Partners, LLC
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Neuberger Berman Group LLC
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Focus Financial Network, Inc.
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Wealthfront Advisers Llc
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HHM Wealth Advisors, LLC
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Wbh Advisory Inc
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Raleigh Capital Management Inc.
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M&t Bank Corp
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Ameriprise Financial Inc
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Ramiah Investment Group
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Empower Advisory Group, LLC
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Headlands Technologies LLC
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SOA Wealth Advisors, LLC.
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Savant Capital, LLC
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Dogwood Wealth Management LLC
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Fund Evaluation Group, LLC
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Wealth Management Resources, Inc.
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Wealthcare Advisory Partners LLC
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NorthRock Partners, LLC
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Atticus Wealth Management, Llc
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Providence First Trust Co
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Change Path, LLC
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Roble, Belko & Company, Inc
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Smallwood Wealth Investment Management, LLC
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Fairview Capital Investment Management, Llc
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Promus Capital, LLC
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Brevan Howard Capital Management LP
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Rockefeller Capital Management L.P.
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Lederer & Associates Investment Counsel/ca
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Perigon Wealth Management, LLC
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Marquette Associates, Inc.
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Noble Wealth Management PBC
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Atlantic Union Bankshares Corp
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Highline Wealth Partners Llc
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Bank of New York Mellon Corp
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Evergreen Capital Management Llc
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Seacrest Wealth Management, Llc
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Delta Asset Management Llc/tn
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Ausdal Financial Partners, Inc.
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Johnson Financial Group, LLC
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Modera Wealth Management, LLC
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Total Investment Management Inc
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Pflug Koory, LLC
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JDM Financial Group LLC
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Federation des caisses Desjardins du Quebec
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Symphony Financial, Ltd. Co.
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Parallel Advisors, LLC
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JMG Financial Group, Ltd.
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Maryland Capital Advisors Inc.
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Congress Wealth Management LLC / DE /
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JFG Wealth Management, LLC
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Glenmede Trust Co Na
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Capital Investment Advisors, LLC
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BCS Wealth Management
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Mount Yale Investment Advisors, LLC
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Pacific Capital Wealth Advisors, Inc
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Yoder Wealth Management, Inc.
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Aptus Capital Advisors, LLC
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Tudor Investment Corp Et Al
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Family Legacy Financial Solutions, LLC
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Huntington National Bank
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Integrated Wealth Concepts LLC
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Assetmark, Inc
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Evermay Wealth Management Llc
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SWBGX - SCHWAB CAPITAL TRUST - Schwab MarketTrack Balanced Portfolio Investor Shares
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Atria Investments Llc
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Cascade Financial Partners, LLC
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Elm Partners Management LLC
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Western Wealth Management, LLC
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Cape Investment Advisory, Inc.
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Allworth Financial LP
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Legacy Capital Wealth Partners, LLC
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Bigelow Investment Advisors, LLC
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Kings Path Partners LLC
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SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
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Mather Group, Llc.
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LifePlan Investment Advisors, Inc.
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Independent Solutions Wealth Management, LLC
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Juncture Wealth Strategies, Llc
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Wolff Wiese Magana Llc
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Sax Wealth Advisors, Llc
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Whittier Trust Co
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Prospect Financial Group LLC
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Keystone Global Partners, LLC
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BlackRock, Inc.
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Citizens National Bank Trust Department
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REDW Wealth LLC
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Appleton Partners Inc/ma
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City State Bank
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Cullen/frost Bankers, Inc.
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GWM Advisors LLC
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Valued Wealth Advisors LLC
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Clear Investment Research, Llc
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Optimum Investment Advisors
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Grove Bank & Trust
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Bnp Paribas Arbitrage, Sa
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Citadel Advisors Llc
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Capital Analysts, Inc.
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Creative Planning
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Financial Advisory Service, Inc.
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Betterment LLC
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Farther Finance Advisors, LLC
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Brooklyn FI, LLC
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Foster Group, Inc.
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Summit Financial, LLC
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Jackson, Grant Investment Advisers, Inc.
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Johnson Financial Group, Inc.
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Fifth Third Bancorp
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State of Alaska, Department of Revenue
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Morningstar Investment Management LLC
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AE Wealth Management LLC
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Chicago Partners Investment Group LLC
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Avantax Advisory Services, Inc.
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SWCGX - SCHWAB CAPITAL TRUST - Schwab MarketTrack Conservative Portfolio Investor Shares
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Arlington Trust Co LLC
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Warren Averett Asset Management, LLC
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Kingsview Wealth Management, LLC
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O'shaughnessy Asset Management, Llc
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HighTower Advisors, LLC
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Bank Of Montreal /can/
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Moneta Group Investment Advisors Llc
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VGI Partners Ltd
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Moser Wealth Advisors, LLC
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CAP Partners, LLC
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Prestige Wealth Management Group LLC
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Captrust Financial Advisors
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Portland Financial Advisors Inc
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Fifth Third Securities, Inc.
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Mason Street Advisors, Llc
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Brown Wealth Management, Llc
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Skopos Labs, Inc.
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Signaturefd, Llc
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Integral Investment Advisors, Inc.
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Solstein Capital, LLC
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MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
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SGL Investment Advisors, Inc.
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Team Financial Group, LLC
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Montag A & Associates Inc
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Tempus Wealth Planning, LLC
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AlphaCore Capital LLC
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Skyline Advisors, Inc.
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Cahill Financial Advisors Inc
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Binnacle Investments Inc
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Pure Financial Advisors, Inc.
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Valley National Advisers Inc
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Steward Partners Investment Advisory, Llc
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Sound Income Strategies, LLC
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Bangor Savings Bank
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Vanguard Group Inc
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Hexagon Capital Partners LLC
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Fmr Llc
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Founders Financial Alliance, LLC
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Independence Bank of Kentucky
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Parkside Financial Bank & Trust
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Beacon Capital Management, LLC
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Pillar Financial Advisors, LLC
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Two Sigma Securities, Llc
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Vista Capital Partners, Inc.
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Birchbrook, Inc.
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Koesten, Hirschmann & Crabtree, INC.
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Eastern Bank
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Golden State Wealth Management, LLC
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Bailard, Inc.
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Alpha Omega Wealth Management LLC
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Bartlett & Co. Wealth Management Llc
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|
SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
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Benjamin Edwards Inc
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Mason Investment Advisory Services, Inc.
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APCM Wealth Management for Individuals
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Tactive Advisors, LLC
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Callan Capital, LLC
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Garde Capital, Inc.
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Texas Yale Capital Corp.
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Meridian Wealth Management, LLC
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GSB Wealth Management, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Omega Financial Group, LLC
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Advisor Group Holdings, Inc.
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SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
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Strategic Wealth Partners, Ltd.
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FC Advisory LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Crewe Advisors LLC
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Principal Securities, Inc.
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FF Advisors,LLC
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Us Bancorp \de\
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Brand Asset Management Group, Inc.
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Schoolcraft Capital LLC
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Bank Of America Corp /de/
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
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|
Tanglewood Wealth Management, Inc.
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HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
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Pinnacle Wealth Planning Services, Inc.
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Private Trust Co Na
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MCF Advisors LLC
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DHJJ Financial Advisors, Ltd.
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Asset Allocation Strategies LLC
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Integrated Advisors Network LLC
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Oakworth Capital, Inc.
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Fiduciary Alliance LLC
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Discipline Wealth Solutions, LLC
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Financial Gravity Companies, Inc.
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Gradient Capital Advisors, LLC
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UBS Group AG
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Tradition Wealth Management, LLC
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Hartland & Co., LLC
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CI Private Wealth, LLC
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Investors Research Corp
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Upper Left Wealth Management, LLC
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Mission Wealth Management, Lp
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Waterloo Capital, L.P.
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Wood Tarver Financial Group, LLC
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Blue Bell Private Wealth Management, Llc
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Pure Portfolios Holdings Llc
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Moisand Fitzgerald Tamayo, LLC
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Capital Investment Advisory Services, LLC
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|
Morgan Stanley
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EverSource Wealth Advisors, LLC
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Dunhill Financial, LLC
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Gpwm Llc
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Westside Investment Management, Inc.
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1 North Wealth Services Llc
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SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
|
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|
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|
MidWestOne Financial Group, Inc.
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Raymond James Financial Inc
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Summit Financial Strategies, Inc.
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Watershed Private Wealth Llc
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AdvisorNet Financial, Inc
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|
Brinker Capital Investments, LLC
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|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
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|
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|
Peachtree Investment Partners, LLC
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Manning & Napier Advisors Llc
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Private Advisor Group, LLC
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Cibc World Markets Corp
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Cwm, Llc
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MAI Capital Management
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Citigroup Inc
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Front Row Advisors LLC
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Smithfield Trust Co
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Fairway Wealth LLC
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Grey Fox Wealth Advisors, LLC
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Ballast Advisors Llc
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Harbour Investments, Inc.
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IMA Wealth, Inc.
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CVA Family Office, LLC
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SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
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|
|
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|
Luts & Greenleigh Group, Inc
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Stark Wealth Management LLC
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IFG Advisors, LLC
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Financial Management Professionals, Inc.
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Murphy & Mullick Capital Management Corp
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D. E. Shaw & Co., Inc.
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VSM Wealth Advisory, LLC
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Pioneer Wealth Management Group
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Ascension Capital Advisors, Inc.
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|
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
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Allen Capital Group, LLC
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Salomon & Ludwin, LLC
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IFP Advisors, Inc
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Comerica Bank
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Cresset Asset Management, LLC
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TT Capital Management LLC
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Tradewinds Capital Management, LLC
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Ameritas Advisory Services, LLC
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Indiana Trust & Investment Management CO
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ELM - Series Portfolios Trust - Elm Market Navigator ETF
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M Wealth Management, LLC
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SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
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SWEGX - SCHWAB CAPITAL TRUST - Schwab MarketTrack All Equity Portfolio Investor Shares
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Wagner Wealth Management, Llc
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Jpmorgan Chase & Co
|
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Avion Wealth
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SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
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Glenmede Investment Management, LP
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Creative Financial Designs Inc /adv
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Paradigm Financial Partners, Llc
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Caldwell Securities, Inc
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Atria Wealth Solutions, Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
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Elwood & Goetz Wealth Advisory Group, LLC
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Morris Financial Concepts, Inc.
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Cambridge Investment Research Advisors, Inc.
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Cypress Financial Planning Llc
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SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
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Pinnacle Bancorp, Inc.
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Ariadne Wealth Management, LP
|
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Truist Financial Corp
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Stratos Wealth Advisors, LLC
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Kohmann Bosshard Financial Services, LLC
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SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
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Costello Asset Management, INC
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Lee Financial Co
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Strategic Financial Planning, Inc.
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Brio Consultants, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Wrenne Financial Planning LLC
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Curbstone Financial Management Corp
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Dodds Wealth, LLC
|
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SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
|
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Charles Schwab Trust Co
|
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Sandy Spring Bank
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Frazier Financial Advisors, LLC
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Altfest L J & Co Inc
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Mariner, LLC
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Kestra Advisory Services, LLC
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Bensler, LLC
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Cobblestone Capital Advisors Llc /ny/
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Atlas Capital Advisors Llc
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JTC Employer Solutions Trusteee Ltd
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Bogart Wealth, LLC
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Northwestern Mutual Wealth Management Co
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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White & Co Financial Planning Inc
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Tortoise Investment Management, LLC
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Christensen, King & Associates Investment Services, Inc.
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Whelan Financial
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Rsm Us Wealth Management Llc
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Davis Capital Management
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Hardin Capital Partners, LLC
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Hantz Financial Services, Inc.
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Cherry Tree Wealth Management, LLC
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WealthCollab, LLC
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Pin Oak Investment Advisors Inc
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SYM FINANCIAL Corp
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FSA Wealth Management LLC
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Mercer Global Advisors Inc /adv
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Royal Bank Of Canada
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Epiq Partners, Llc
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CWA Asset Management Group, LLC
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Transamerica Financial Advisors, Inc.
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Alesco Advisors Llc
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Horrell Capital Management, Inc.
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Kilter Group LLC
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Sensible Financial Planning & Management, LLC.
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Moss Adams Wealth Advisors LLC
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Wakefield Asset Management LLLP
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Wells Fargo & Company/mn
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Jackson Hole Capital Partners, LLC
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Kingswood Wealth Advisors, Llc
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Interactive Financial Advisors
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Guardian Financial Partners, LLC
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Tsfg, Llc
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Wealth Enhancement Advisory Services, Llc
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MJT & Associates Financial Advisory Group, Inc.
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Oliver Lagore Vanvalin Investment Group
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ORG Partners LLC
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Websterrogers Financial Advisors, Llc
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MTM Investment Management, LLC
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SigFig Wealth Management, LLC
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Strategic Investment Solutions, Inc. /IL
|
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Main Street Group, LTD
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Td Private Client Wealth Llc
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Passive Capital Management, LLC.
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Kovitz Investment Group Partners, LLC
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Firestone Capital Management
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Blair William & Co/il
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Financial Engines Advisors L.L.C.
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Stableford Capital Ii Llc
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Fonville Wealth Management LLC
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Victory Financial Group, Llc
|
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|
Abound Wealth Management
|
|
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|
|
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
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Cypress Point Wealth Management, LLC
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Stockman Wealth Management, Inc.
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Midwest Trust Co
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IFG Advisory, LLC
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|
McIlrath & Eck, LLC
|
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Jones Financial Companies Lllp
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Exchange Traded Concepts, Llc
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Smartleaf Asset Management LLC
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Baird Financial Group, Inc.
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Brighton Jones Llc
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Root Financial Partners, LLC
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Strata Wealth Advisors, LLC
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Carter Financial Group, INC.
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Greenwood Capital Associates Llc
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Everhart Financial Group, Inc.
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CoreCap Advisors, LLC
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Heritage Financial Services, LLC
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Resources Investment Advisors, LLC.
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Geneos Wealth Management Inc.
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CX Institutional
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Rialto Wealth Management, LLC
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Susquehanna International Group, Llp
|
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IVC Wealth Advisors LLC
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Sachetta, LLC
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Madden Advisory Services, Inc.
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Peterson Wealth Advisors, LLC
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EWG Elevate Inc.
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Graney & King, LLC
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Greykasell Wealth Strategies, Inc.
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Brown Brothers Harriman & Co
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Commonwealth Equity Services, Llc
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Capital Insight Partners, Llc
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Jackson Creek Investment Advisors LLC
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Hoey Investments, Inc
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Trillium Asset Management, Llc
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Forza Wealth Management, LLC
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Phocas Financial Corp.
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Cordant, Inc.
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Human Investing LLC
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Values Added Financial LLC
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Archer Investment Corp
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Bfsg, Llc
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Braun-Bostich & Associates Inc.
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SRS Capital Advisors, Inc.
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Sellwood Investment Partners LLC
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Rooted Wealth Advisors, Inc.
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Rothschild Investment Llc
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EP Wealth Advisors, Inc.
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Advantage Trust Co
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Walkner Condon Financial Advisors LLC
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Tidemark, LLC
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Natixis Advisors, L.p.
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|
POM Investment Strategies, LLC
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Aegis Wealth Management LLC
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|
Private Wealth Asset Management, LLC
|
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|
Game Plan Financial Advisors, LLC
|
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|
Cetera Investment Advisers
|
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|
Private Capital Management Llc
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|
Landmark Wealth Management, LLC
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|
Palisades Hudson Asset Management, L.P.
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Legend Financial Advisors, Inc.
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Iron Horse Wealth Management, LLC
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Camden Capital, LLC
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|
CIBC Private Wealth Group, LLC
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Orion Portfolio Solutions, LLC
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|
Calton & Associates, Inc.
|
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|
Qube Research & Technologies Ltd
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Christopher J. Hasenberg, Inc
|
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|
Stonegate Investment Group, LLC
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Park Avenue Securities Llc
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|
Gables Capital Management Inc.
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|
Aqr Capital Management Llc
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Cerity Partners LLC
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|
Friedenthal Financial
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|
Thompson Investment Management, Inc.
|
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|
Spire Wealth Management
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|
Laraway Financial Inc
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|
Apollon Wealth Management, LLC
|
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|
Bestgate Wealth Advisors, LLC
|
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|
Key FInancial Inc
|
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|
Vivaldi Capital Management, LLC
|
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|
Rocky Mountain Advisers, Llc
|
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|
SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
|
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|
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|
Beacon Pointe Advisors, LLC
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|
Patriot Investment Management Inc.
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Bristlecone Advisors, LLC
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|
Bridgewater Advisors Inc.
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|
Black Diamond Financial, LLC
|
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|
BlueSky Wealth Advisors, LLC
|
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|
|
Goldman Sachs Group Inc
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|
Bluestem Financial Advisors, Llc
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|
Fortress Wealth Management, Inc.
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|
Rational Advisors Llc
|
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Bleakley Financial Group, LLC
|
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|
|
|
Sagace Wealth Management LLC
|
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|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Elser Financial Planning, Inc
|
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|
Roundview Capital LLC
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|
Brown, Lisle/cummings, Inc.
|
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|
|
|
|
Red Door Wealth Management, LLC
|
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|
Ancora Advisors, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
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|
Natixis
|
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|
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|
Armor Investment Advisors, LLC
|
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|
Rfg Holdings, Inc.
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Droms Strauss Advisors Inc /mo/ /adv
|
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|
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|
Covestor Ltd
|
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|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Colony Group, LLC
|
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|
|
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|
Anfield Capital Management, LLC
|
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|
Nbc Securities, Inc.
|
|
|
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|
|
WT Wealth Management
|
|
|
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|
Awm Capital, Llc
|
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
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|
|
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|
Sofos Investments, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
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|
Rockbridge Investment Management, LCC
|
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|
Glassy Mountain Advisors, Inc.
|
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|
|
|
|
ZynergyRetirementPlanningLLC
|
|
|
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|
Carrera Capital Advisors
|
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|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
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|
Embree Financial Group
|
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|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
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|
