Pinkerton Retirement Specialists, LLC
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Cherry Tree Wealth Management, LLC
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Redwood Park Advisors LLC
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Chicago Partners Investment Group LLC
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Mcdonald Partners Llc
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Vision Capital Management, Inc.
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Transamerica Financial Advisors, Inc.
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Lifeworks Advisors, LLC
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SNS Financial Group, LLC
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Green Harvest Asset Management LLC
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Archer Investment Corp
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Investor's Fiduciary Advisor Network, LLC
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Krilogy Financial LLC
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Harbor Investment Advisory, Llc
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Cozad Asset Management Inc
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Capital Investment Counsel, LLC
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Eastern Bank
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Ironwood Investment Counsel, LLC
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Macroview Investment Management Llc
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Lindbrook Capital, Llc
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International Private Wealth Advisors LLC
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Tilia Fiduciary Partners, Inc.
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Guardian Wealth Advisors, Llc / Nc
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Godsey & Gibb Associates
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Choate Investment Advisors
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Keystone Wealth Services, LLC
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Hopwood Financial Services, Inc.
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Nautilus Advisors LLC
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Diversified Enterprises, LLC
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Hollencrest Capital Management
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Fort Point Capital Partners LLC
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David Wealth Management LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Two Sigma Investments, Lp
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Insigneo Advisory Services, Llc
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Carter Financial Group, INC.
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CAP Partners, LLC
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Ballast Advisors Llc
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Kcm Investment Advisors Llc
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Jackson Creek Investment Advisors LLC
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Revisor Wealth Management LLC
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Calton & Associates, Inc.
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Alliance Wealth Management Group
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JFG Wealth Management, LLC
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Ami Investment Management Inc
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DAVENPORT & Co LLC
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Integrity Financial Corp /WA
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Geometric Wealth Advisors
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Brookstone Capital Management
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Wilkins Miller Wealth Management, LLC
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Purkiss Capital Advisors LLC
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Worth Asset Management, LLC
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Smartleaf Asset Management LLC
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Phocas Financial Corp.
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Badgley Phelps Wealth Managers, LLC
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Clarius Group, LLC
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Traub Capital Management LLC
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Peak Financial Management, Inc.
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Lane & Associates LLC
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Bridgewater Advisors Inc.
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Ironwood Financial, llc
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Bank Of America Corp /de/
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St. Louis Trust Co
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Mercer Global Advisors Inc /adv
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Hemington Wealth Management
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American Investment Services, Inc.
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Johnson Financial Group, LLC
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Kondo Wealth Advisors, Inc.
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Costello Asset Management, INC
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North Forty Two & Co.
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Fiduciary Family Office, Llc
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FSM Wealth Advisors, LLC
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We Are One Seven, LLC
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Huntington National Bank
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Intrepid Capital Management Inc
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Atticus Wealth Management, Llc
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LongView Wealth Management
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Uncommon Cents Investing LLC
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Carmel Capital Partners, LLC
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Sims Investment Management, Llc
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Glass Jacobson Investment Advisors llc
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Miracle Mile Advisors, LLC
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Evanson Asset Management, LLC
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IFP Advisors, Inc
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Waddell & Associates, Llc
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Valmark Advisers, Inc.
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Athena Investment Management
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
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Ring Mountain Capital, LLC
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DDD Partners, LLC
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Fortis Capital Advisors, LLC
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Mitchell Sinkler & Starr/pa
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Natixis Advisors, L.p.
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BCS Wealth Management
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Birchbrook, Inc.
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Trellis Wealth Advisors LLC
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Modera Wealth Management, LLC
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Vertex Planning Partners, LLC
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Jackson Hole Capital Partners, LLC
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Richards, Merrill & Peterson, Inc.
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Milestone Investment Advisors LLC
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Better Money Decisions, LLC
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Leisure Capital Management
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Cresset Asset Management, LLC
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Saxony Capital Management, LLC
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SevenBridge Financial Group, LLC
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SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
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Brighton Jones Llc
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Westmount Partners, LLC
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Pinnacle Associates Ltd
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Pflug Koory, LLC
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Goepper Burkhardt LLC
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Signal Advisors Wealth, LLC
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SYM FINANCIAL Corp
|
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AlphaCore Capital LLC
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Stratos Wealth Advisors, LLC
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Mission Creek Capital Partners, Inc.
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DecisionPoint Financial, LLC
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Empirical Asset Management, LLC
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Capital City Trust Co/fl
|
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Principal Financial Group Inc
|
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Bellevue Asset Management, Llc
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Savant Capital, LLC
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Grimes & Company, Inc.
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Stonebridge Financial Group, LLC
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Keybank National Association/oh
|
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Elite Life Management LLC
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Embree Financial Group
|
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|
Round Rock Advisors, LLC
|
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Jfs Wealth Advisors, Llc
|
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Hutchens & Kramer Investment Management Group, LLC
|
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GAMMA Investing LLC
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Index Fund Advisors, Inc.
|
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Citizens National Bank Trust Department
|
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Arcataur Capital Management LLC
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Atlantic Edge Private Wealth Management, LLC
|
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JSF Financial, LLC
|
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|
Susquehanna International Group, Llp
|
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Berkeley, Inc
|
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Beacon Pointe Advisors, LLC
|
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Landmark Wealth Management, LLC
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Plante Moran Financial Advisors, LLC
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Slow Capital, Inc.
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Your Advocates Ltd., LLP
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New Republic Capital, LLC
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AlTi Global, Inc.
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Welch Group, LLC
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Patten & Patten Inc/tn
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Victory Financial Group, Llc
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Chatham Capital Group, Inc.
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Rsm Us Wealth Management Llc
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Everstar Asset Management, LLC
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TFR Capital, LLC.
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BOK Financial Private Wealth, Inc.
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Builder Investment Group Inc /adv
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GW&K Investment Management, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Ignite Planners, LLC
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Bulwark Capital Corp
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McAdam, LLC
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|
William Howard & Co Financial Advisors Inc
|
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|
Raine Group LLC
|
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Lathrop Investment Management Corp
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Michels Family Financial, LLC
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Pinnacle Wealth Planning Services, Inc.
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Moser Wealth Advisors, LLC
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Larson Financial Group LLC
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Atlantic Trust, LLC
|
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Williams & Novak, LLC
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Traphagen Investment Advisors Llc
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Enclave Advisors LLC
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Clarity Capital Advisors, LLC
|
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|
|
SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
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|
|
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|
Falcon Wealth Planning
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Code Waechter LLC
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J. L. Bainbridge & Co., Inc.
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Riverview Capital Advisers, LLC
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Qube Research & Technologies Ltd
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OneAscent Financial Services LLC
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|
Ariadne Wealth Management, LP
|
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|
Pensionmark Financial Group, Llc
|
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|
S.E.E.D. Planning Group LLC
|
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|
|
|
Delta Asset Management Llc/tn
|
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Watershed Private Wealth Llc
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Consolidated Portfolio Review Corp
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Fifth Third Securities, Inc.
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Seneca Financial Advisors LLC
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Plancorp, LLC
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Guardian Financial Partners, LLC
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Econ Financial Services Corp
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Kohmann Bosshard Financial Services, LLC
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Van Strum & Towne Inc.
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Ashford Advisors, LLC
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Avantax Advisory Services, Inc.
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GHP Investment Advisors, Inc.
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B & T Capital Management DBA Alpha Capital Management
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NorthStar Asset Management LLC /NJ/
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Equitable Holdings, Inc.
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Bailard, Inc.
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Affinity Capital Advisors, LLC
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Leavell Investment Management, Inc.
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Asset Allocation Strategies LLC
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Integrated Advisors Network LLC
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Brand Asset Management Group, Inc.
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Siligmueller & Norvid Wealth Advisors LLC
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White & Co Financial Planning Inc
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CWA Asset Management Group, LLC
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Dana Investment Advisors, Inc.
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Glenmede Investment Management, LP
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Rosenberg Matthew Hamilton
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Kestra Private Wealth Services, Llc
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Armbruster Capital Management, Inc.
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Wedgewood Investors Inc /pa/
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Evernest Financial Advisors, LLC
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Dumont & Blake Investment Advisors Llc
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Arcadia Investment Advisors Llc
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Wedmont Private Capital
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Texas Yale Capital Corp.
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Financial Advisory Service, Inc.
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National Asset Management, Inc.
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Solstein Capital, LLC
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Farther Finance Advisors, LLC
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HB Wealth Management, LLC
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Sharkey, Howes & Javer
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Bellwether Advisors, LLC
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Carr Financial Group Corp
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Clark Asset Management, LLC
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Hrc Wealth Management, Llc
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Per Stirling Capital Management, LLC.
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Thrivent Financial For Lutherans
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Vise Technologies, Inc.
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Elser Financial Planning, Inc
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Capital Performance Advisors Llp
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Paces Ferry Wealth Advisors, Llc
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|
Laurel Wealth Advisors LLC
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Vident Advisory, LLC
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Beaird Harris Wealth Management, LLC
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JustInvest LLC
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Main Street Group, LTD
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Verity & Verity, LLC
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McGlone Suttner Wealth Management, Inc.
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Garde Capital, Inc.
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Hudock, Inc.
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Diversify Advisory Services, LLC
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Ieq Capital, Llc
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IAG Wealth Partners, LLC
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Ronald Blue Trust, Inc.
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Meridian Wealth Management, LLC
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Westside Investment Management, Inc.
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Zacks Investment Management
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SP Asset Management LLC
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Pegasus Asset Management, Inc.
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MTM Investment Management, LLC
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Vista Wealth Management Group, LLC
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Guardian Wealth Advisors, LLC
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Gts Securities Llc
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Evolution Wealth Management Inc.
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Towercrest Capital Management
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Legacy Bridge, LLC
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Private Advisor Group, LLC
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Firestone Capital Management
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Gables Capital Management Inc.
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Modus Advisors, LLC
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Red Door Wealth Management, LLC
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Papp L Roy & Associates
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Clear Investment Research, Llc
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|
Opus Capital Group, LLC
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|
Stephens Consulting, LLC
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|
Motive Wealth Advisors
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Lesa Sroufe & Co
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Poehling Capital Management, LLC
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Warwick Investment Management, Inc.
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Gainplan LLC
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Main Street Research LLC
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Destination Wealth Management
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|
Wade Financial Advisory, Inc
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|
Strategic Family Wealth Counselors, L.L.C.
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Tortoise Investment Management, LLC
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Red Tortoise LLC
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Atria Wealth Solutions, Inc.
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Serenus Wealth Advisors, LLC
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Milestone Asset Management Group, LLC
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Alpha Cubed Investments, LLC
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Accurate Wealth Management, LLC
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Black Diamond Financial, LLC
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Stony Point Wealth Management Inc.
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Marcum Wealth, LLC
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Sei Investments Co
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Advisors Management Group Inc /adv
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Capital Advantage, Inc.
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Massmutual Trust Co Fsb/adv
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Principal Securities, Inc.
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Mattern Wealth Management LLC
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|
Vanguard Capital Wealth Advisors
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|
Janus Henderson Group Plc
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|
Heritage Wealth Advisors
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|
Hazlett, Burt & Watson, Inc.
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|
RMR Wealth Builders
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RMB Capital Management, LLC
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Abound Wealth Management
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Advisor Group Holdings, Inc.
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|
Tactive Advisors, LLC
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MeadowBrook Investment Advisors LLC
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Bigelow Investment Advisors, LLC
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Harbor Asset Planning, Inc.
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Apollon Wealth Management, LLC
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Townsquare Capital Llc
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|
Stephens Inc /ar/
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WealthPLAN Partners, LLC
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Balentine LLC
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Sensible Financial Planning & Management, LLC.
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|
Fifth Third Bancorp
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|
RAM Investment Partners, LLC
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|
First County Bank /CT/
|
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|
High Note Wealth, LLC
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|
Red Cedar Investment Management, Llc
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|
Cabot Wealth Management Inc
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|
Leo Wealth, LLC
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|
Mml Investors Services, Llc
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|
Kathmere Capital Management, LLC
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Cm Wealth Advisors Llc
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Edgestream Partners, L.P.
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Anchor Investment Management, LLC
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J.w. Cole Advisors, Inc.
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New England Private Wealth Advisors LLC
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Compass Capital Corp /ma/ /adv
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|
Bangor Savings Bank
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|
Palouse Capital Management, Inc.
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|
SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
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|
Patriot Investment Management Inc.
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|
Shaker Investments Llc/oh
|
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|
Cura Wealth Advisors, Llc
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|
Phil A. Younker & Associates, Ltd.
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|
Truepoint, Inc.
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|
Associated Banc-corp
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|
Rockefeller Capital Management L.P.
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|
John W. Brooker & Co., CPAs
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|
Gill Capital Partners, Llc
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Global Retirement Partners, LLC
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|
Ballast, Inc.
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|
UBS Group AG
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|
Tudor Investment Corp Et Al
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Financial Advisory Corp /ut/ /adv
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Fairvoy Private Wealth, LLC
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American Financial Advisors, LLC
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Horst & Graben Wealth Management LLC
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Cynosure Management, Llc
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Buffington Mohr McNeal
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City Center Advisors, LLC
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Alesco Advisors Llc
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Accredited Investors Inc.
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Madden Advisory Services, Inc.
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DiMeo Schneider & Associates, L.L.C.
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BlackRock, Inc.
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Global Wealth Strategies & Associates
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HighTower Advisors, LLC
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Heritage Financial Services, LLC
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Paradigm Financial Partners, Llc
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Benjamin Edwards Inc
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Moseley Investment Management Inc
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Capital Advisors Inc/ok
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Triangle Securities Wealth Management
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Armor Investment Advisors, LLC
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Wealth Group Ltd
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Financial Designs Corp
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Financial Perspectives, Inc
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Quotient Wealth Partners, LLC
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Merit Financial Group, LLC
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My Purposeful Wealth Corp.
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Strategic Investment Solutions, Inc. /IL
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Clarity Financial LLC
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First Financial Bankshares Inc
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Elgethun Capital Management
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Hurlow Wealth Management Group, Inc.
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Renaissance Technologies Llc
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Aptus Capital Advisors, LLC
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Cassaday & Co Wealth Management LLC
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Bank Of Montreal /can/
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FC Advisory LLC
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SILVER OAK SECURITIES, Inc
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Up Strategic Wealth Investment Advisors Llc
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Grant/GrossMendelsohn, LLC
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Nicholas Hoffman & Company, LLC.
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Outfitter Financial LLC
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CVA Family Office, LLC
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Great Valley Advisor Group, Inc.
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Hardin Capital Partners, LLC
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Nottingham Advisors, Inc.
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PFG Investments, LLC
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Secure Asset Management, LLC
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Single Point Partners, LLC
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Syon Capital Llc
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Retirement Guys Formula Llc
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Safeguard Financial, LLC
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TCG Advisory Services, LLC
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Signal Tree Financial Partners Llc
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Salem Investment Counselors Inc
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McIlrath & Eck, LLC
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Beacon Financial Group
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Leading Edge Financial Planning LLC
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Attessa Capital LLC
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JDM Financial Group LLC
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Salomon & Ludwin, LLC
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Wood Tarver Financial Group, LLC
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BRYN MAWR TRUST Co
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Mayfair Advisory Group, LLC
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Arlington Financial Advisors, LLC
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Pathway Financial Advisors LLC
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Contravisory Investment Management, Inc.
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AE Wealth Management LLC
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Parkside Financial Bank & Trust
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Jones Financial Companies Lllp
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Joseph P. Lucia & Associates, LLC
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Aspire Growth Partners LLC
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Delta Financial Group, Inc.
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Intrua Financial, LLC
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TrueWealth Advisors, LLC
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Holderness Investments Co
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Legacy Financial Group, Inc.
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Cardinal Point Capital Management, ULC
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Oldfather Financial Services, LLC
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Retirement Planning Group
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Jefferies Financial Group Inc.
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Provident Wealth Management, LLC
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CWC Advisors, LLC.
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Cornerstone Wealth Advisors, Inc.
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Pure Financial Advisors, Inc.
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FIDELIS iM, LLC
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Bartlett & Co. Wealth Management Llc
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GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
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Capital Wealth Planning, LLC
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Oxford Financial Group Ltd
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AdvisorNet Financial, Inc
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Avantax Planning Partners, Inc.
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Hm Payson & Co
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BlueSky Wealth Advisors, LLC
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Naples Global Advisors, Llc
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Wbh Advisory Inc
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Manchester Financial Inc
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Ausdal Financial Partners, Inc.
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Truist Financial Corp
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Commonwealth Equity Services, Llc
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Fund Evaluation Group, LLC
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Carolina Wealth Advisors, LLC
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Foster Victor Wealth Advisors, LLC
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Sheaff Brock Investment Advisors, LLC
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Prospera Financial Services Inc
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Ameritas Investment Partners, Inc.
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First Manhattan Co
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Brucke Financial, Inc.
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Penobscot Wealth Management
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Ferguson Wellman Capital Management, Inc
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Acropolis Investment Management, LLC
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Capital Investment Advisors, LLC
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Wiley Bros.-aintree Capital, Llc
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Prestige Wealth Management Group LLC
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D.a. Davidson & Co.
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Webster Bank, N. A.
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Evoke Wealth, Llc
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GenWealth Group, Inc.
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Sage Financial Group Inc
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Shira Ridge Wealth Management
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Northwestern Mutual Wealth Management Co
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City State Bank
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Phillips Financial Management, Llc
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Valley National Advisers Inc
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Pin Oak Investment Advisors Inc
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Heartwood Wealth Advisors LLC
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Mainstay Capital Management Llc /adv
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Mather Group, Llc.
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Johnson Financial Group, Inc.
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Dravo Bay Llc
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Cornerstone Planning Group LLC
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Rice Partnership, LLC
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Capital Management Associates, Inc
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Harbor Group, Inc.
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TCI Wealth Advisors, Inc.
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Acas, Llc
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Fortitude Advisory Group L.L.C.
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Sonora Investment Management Group, LLC
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Foundations Investment Advisors, LLC
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Wealthcare Capital Management Llc
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Cutler Investment Counsel Llc
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Tanglewood Wealth Management, Inc.
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Founders Financial Securities Llc
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SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
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Rockwood Wealth Management, LLC
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Charles Schwab Trust Co
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Verus Capital Partners, Llc
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Kingsview Wealth Management, LLC
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Rockbridge Investment Management, LCC
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Regal Investment Advisors LLC
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FSA Wealth Management LLC
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Abacus Planning Group, Inc.
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Clear Creek Financial Management, LLC
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Glenmede Trust Co Na
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Aspen Capital Management, LLC
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Team Financial Group, LLC
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Kingswood Wealth Advisors, Llc
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Cornerstone Planning, LLC
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Greenwood Gearhart Inc
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Bouchey Financial Group Ltd
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Revolve Wealth Partners, LLC
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Sheets Smith Wealth Management
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Compass Planning Associates Inc
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Voisard Asset Management Group, Inc.
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Van Cleef Asset Management,Inc
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Bokf, Na
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Pinnacle Family Advisors, LLC
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BCJ Capital Management, LLC
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Haven Private, LLC
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Blue Bell Private Wealth Management, Llc
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Western Wealth Management, LLC
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Legacy Wealth Management, Inc
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Financial Advisory Corp
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North Star Investment Management Corp.
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Diversified Investment Strategies, LLC
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Curbstone Financial Management Corp
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GPM Growth Investors, Inc.
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Fort Vancouver Investment Management, LLC
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Fragasso Group Inc.
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Capital Investment Advisory Services, LLC
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Park Capital Management, LLC / WI
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Empower Advisory Group, LLC
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Parsons Capital Management Inc/ri
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Summit Financial Strategies, Inc.
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Ccg Wealth Management, Llc
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CacheTech Inc.
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Baird Financial Group, Inc.
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Lincoln Capital Corp
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Future Financial Wealth Managment LLC
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Standpoint Asset Management, LLC
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Prosperity Wealth Management, Inc.
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Sage Mountain Advisors LLC
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Shelton Wealth Management, Llc
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Powers Advisory Group, LLC
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Coldstream Capital Management Inc
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Aspiriant, Llc
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Praetorian Wealth Management, Inc.
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TD Waterhouse Canada Inc.
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Lafayette Investments, Inc.
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DB Fitzpatrick & Co, Inc
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POM Investment Strategies, LLC
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Mutual Advisors, LLC
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Lowe Wealth Advisors, LLC
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Mosaic Family Wealth Partners, Llc
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
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Sierra Ocean, Llc
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Kestra Advisory Services, LLC
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Hartland & Co., LLC
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Ascent Group, LLC
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Napatree Capital Llc
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BKD Wealth Advisors, LLC
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Cross Staff Investments Inc
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Wells Fargo & Company/mn
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Zhang Financial LLC
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Global Endowment Management, LP
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Capital A Wealth Management, LLC
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Barnes Dennig Private Wealth Management LLC
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Horrell Capital Management, Inc.
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Cornerstone Advisors Asset Management, Inc
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True North Advisors, LLC
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Avenue 1 Advisors, LLC
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REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
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Twele Capital Management, Inc.
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IHT Wealth Management, LLC
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Betterment LLC
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CBIZ Investment Advisory Services, LLC
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Marshall Financial Group Inc /adv
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Morton Capital Management LLC/CA
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Lowery Thomas, Llc
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Successful Portfolios LLC
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Pandora Wealth, Inc.
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Gordian Advisors LLC
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Armstrong Advisory Group, Inc
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Means Investment Co., Inc.
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Independent Advisor Alliance
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Daymark Wealth Partners, Llc
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Rollins Financial Advisors, LLC
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Apriem Advisors
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SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
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Summit Financial, LLC
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Citadel Advisors Llc
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Morris Financial Concepts, Inc.
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Savvy Advisors, Inc.
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Sebold Capital Management, Inc.
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Fisher Asset Management, LLC
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Founders Financial Alliance, LLC
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Wealth Enhancement Advisory Services, Llc
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Appleton Partners Inc/ma
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Northeast Financial Consultants Inc
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Farmers & Merchants Investments Inc
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Mogy Joel R Investment Counsel Inc
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Legacy Private Trust Co.
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Ethos Financial Group, LLC
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Bull Oak Capital, LLC
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Gradient Capital Advisors, LLC
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Redhawk Wealth Advisors, Inc.
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Bright Financial Advisors, Inc.
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Summit Trail Advisors, Llc
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Tsfg, Llc
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SJA Financial Advisory, LLC
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Capital Wealth Alliance, LLC
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Ewa, Llc
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Vista Private Wealth Partners. LLC
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GK Wealth Management LLC
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Gladstone Institutional Advisory LLC
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Droms Strauss Advisors Inc /mo/ /adv
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NFP Retirement, Inc.
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XML Financial, LLC
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Angeles Wealth Management, Llc
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Us Bancorp \de\
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Neuberger Berman Group LLC
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Crux Wealth Advisors
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Qrg Capital Management, Inc.
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Private Capital Management Llc
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Sentinel Pension Advisors Inc
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Manning & Napier Advisors Llc
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Goldstein Advisors, LLC
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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Annex Advisory Services, LLC
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EverSource Wealth Advisors, LLC
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SeaBridge Investment Advisors LLC
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Concord Wealth Partners
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Freestone Capital Holdings, LLC
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Retirement Income Solutions, Inc
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SCS Capital Management LLC
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SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
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Tidemark, LLC
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James J. Burns & Company, LLC
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Regimen Wealth, Llc
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Robbins Farley Llc
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FSA Advisors, Inc.
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Diversified Trust Co
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Delta Investment Management, LLC
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Peterson Wealth Management
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Envestnet Asset Management Inc
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Briaud Financial Planning, Inc
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Yukon Wealth Management, Inc.
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UNIVEST FINANCIAL Corp
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MKT Advisors LLC
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Pasadena Private Wealth, LLC
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Granite Bay Wealth Management, LLC
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United Advisor Group, LLC
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VERITY Wealth Advisors
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Williams Jones Wealth Management, LLC.
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Pnc Financial Services Group, Inc.
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Klingenstein Fields & Co Lp
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Maia Wealth LLC
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MorganRosel Wealth Management, LLC
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Whipplewood Advisors, LLC
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Pineridge Advisors LLC
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Evolution Advisers, Inc.
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Camden Capital, LLC
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HighMark Wealth Management LLC
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Patrick M Sweeney & Associates, Inc
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Aqr Capital Management Llc
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Cypress Financial Planning Llc
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Floyd Financial Group Llc
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Ellenbecker Investment Group
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Greenleaf Trust
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Vishria Bird Financial Group, LLC
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Crestmont Private Wealth LLC
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Oppenheimer & Co Inc
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Verum Partners LLC
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SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
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Buckingham Strategic Partners
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Flower City Capital
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Park Place Capital Corp
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Accredited Wealth Management, LLC
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Balboa Wealth Partners
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Altfest L J & Co Inc
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Seaside Wealth Management, Inc.
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Stewardship Advisors, LLC
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Southeast Asset Advisors Inc.
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Thoroughbred Financial Services, Llc
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Ancora Advisors, LLC
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Park Avenue Securities Llc
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FSA Investment Group, LLC
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Joel Isaacson & Co., LLC
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Orgel Wealth Management, LLC
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Rossby Financial, LCC
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Arlington Trust Co LLC
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Sterling Investment Advisors, Ltd.
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Pillar Financial Advisors, LLC
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SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
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Minichmacgregor Wealth Management, Llc
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Dynamic Advisor Solutions LLC
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Graney & King, LLC
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Creative Financial Designs Inc /adv
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Td Private Client Wealth Llc
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Blueprint Investment Partners LLC
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Delap Wealth Advisory, Llc
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Pacifica Partners Inc.
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Inlight Wealth Management, LLC
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West Oak Capital, LLC
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Morton Brown Family Wealth, LLC
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Evergreen Capital Management Llc
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Sax Wealth Advisors, Llc
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Certior Financial Group, Llc
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MBL Wealth, LLC
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Tradition Wealth Management, LLC
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Transform Wealth, LLC
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Missouri Trust & Investment Co
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Arbor Trust Wealth Advisors, Llc
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Perigon Wealth Management, LLC
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Grantvest Financial Group LLC
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Wagner Wealth Management, Llc
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GeoWealth Management, LLC
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Colony Group, LLC
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Aull & Monroe Investment Management Corp
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Clearview Wealth Advisors LLC
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WPG Advisers, LLC
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Family Management Corp
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CIBC Private Wealth Group, LLC
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Moneywise, Inc.
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Promus Capital, LLC
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Rialto Wealth Management, LLC
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Newman Dignan & Sheerar, Inc.
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25 Llc
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Ulland Investment Advisors, LLC
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Van Den Berg Management I, Inc
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Gibson Capital, LLC
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Park Edge Advisors, LLC
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Accent Capital Management, LLC
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Thrive Wealth Management, LLC
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SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
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Aspiring Ventures, LLC
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Strategic Planning Group, Llc
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Lee Financial Co
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Values Added Financial LLC
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SigFig Wealth Management, LLC
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Schoolcraft Capital LLC
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Carret Asset Management, Llc
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Providence First Trust Co
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M&t Bank Corp
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Tradewinds Capital Management, LLC
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Capital Analysts, Inc.
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Ritholtz Wealth Management
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Consolidated Planning Corp
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Essex Savings Bank
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Valeo Financial Advisors, LLC
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Farmers Trust Co
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CFO4Life Group, LLC
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Avidian Wealth Solutions, LLC
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Continuum Advisory, LLC
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Claro Advisors LLC
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Fairman Group, LLC
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Smith Anglin Financial, LLC
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Iron Horse Wealth Management, LLC
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Kiker Wealth Management, LLC
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Coppell Advisory Solutions LLC
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Leverty Financial Group, LLC
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Trust Co Of Vermont
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DiNuzzo Private Wealth, Inc.
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MBA Advisors LLC
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Cypress Capital Management LLC (WY)
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Hengehold Capital Management Llc
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Rehmann Capital Advisory Group
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Accel Wealth Management
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Fulton Breakefield Broenniman Llc
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Lawson Kroeker Investment Management Inc/ne
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GoalVest Advisory LLC
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Cape Investment Advisory, Inc.
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Creative Planning
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Howard Capital Management Group, LLC
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Seacrest Wealth Management, Llc
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Ptm Wealth Management, Llc
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Brown Advisory Inc
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Sand Hill Global Advisors, LLC
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MAI Capital Management
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Bogart Wealth, LLC
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Royal Bank Of Canada
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Fusion Capital, LLC
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Financial Gravity Companies, Inc.
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Atria Investments Llc
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Kingstone Capital Partners Texas, LLC
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Sentinus, LLC
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HHM Wealth Advisors, LLC
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MEMBERS Trust Co
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Tableaux Llc
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Evercore Wealth Management, LLC
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Bristlecone Advisors, LLC
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Paladin Wealth, LLC
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NorthRock Partners, LLC
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Change Path, LLC
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IFG Advisory, LLC
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Rothschild Investment Llc
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Aurora Private Wealth, Inc.
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Tyler-Stone Wealth Management
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Marietta Investment Partners Llc
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Total Investment Management Inc
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Concurrent Investment Advisors, LLC
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Covington Investment Advisors Inc.
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Nbc Securities, Inc.
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Nations Financial Group Inc, /ia/ /adv
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Beacon Capital Management, LLC
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Cypress Wealth Services, LLC
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Roble, Belko & Company, Inc
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NWK Group, Inc.
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Snowden Capital Advisors LLC
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Connecticut Wealth Management, LLC
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BIP Wealth, LLC
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Berger Financial Group, Inc
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C M Bidwell & Associates Ltd
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Gleason Group, Inc.
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Financial Life Advisors
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Aspen Investment Management Inc
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SJS Investment Consulting Inc.
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Parallel Advisors, LLC
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Presidio Capital Management, LLC
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Pure Portfolios Holdings Llc
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Waldron Private Wealth LLC
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Robinson Smith Wealth Advisors Llc
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Tritonpoint Wealth, Llc
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Meridian Wealth Partners, LLC
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Oppenheimer Asset Management Inc.
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Townsend Asset Management Corp /nc/ /adv
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Exchange Traded Concepts, Llc
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Dakota Wealth Management
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Lbmc Investment Advisors, Llc
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Gradient Investments LLC
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Almanack Investment Partners, LLC.
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Francis Financial, Inc.
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Paulson Wealth Management Inc.
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Montis Financial, LLC
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Brinker Capital Investments, LLC
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Hexagon Capital Partners LLC
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Elmwood Wealth Management, Inc.
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Lutz Financial Services LLC
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Golden State Wealth Management, LLC
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American Capital Advisory, LLC
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Resurgent Financial Advisors LLC
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Davis Capital Management
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Weaver Capital Management LLC
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Market Street Wealth Management Advisors Llc
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HBK Sorce Advisory LLC
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Congress Wealth Management LLC / DE /
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Aprio Wealth Management, LLC
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Sound View Wealth Advisors Group, LLC
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My Legacy Advisors, LLC
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Halbert Hargrove Global Advisors, Llc
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Adams Wealth Management
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Fwl Investment Management, Llc
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Wealthbridge Capital Management, Llc
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KC Investment Advisors, LLC
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Shakespeare Wealth Management, Inc.
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SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
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Steel Peak Wealth Management LLC
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Operose Advisors LLC
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CRA Financial Services, LLC
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Lighthouse Wealth Management Inc.
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Cadent Capital Advisors, LLC
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Valtinson Bruner Financial Planning LLC
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Putnam Fl Investment Management Co
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Bennett Selby Investments Lp
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Montag A & Associates Inc
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AssuredPartners Investment Advisors, LLC
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Harbour Investment Management Llc
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Sandy Spring Bank
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Clarity Wealth Advisors, LLC
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Beacon Wealthcare LLC
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Frazier Financial Advisors, LLC
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Sovran Advisors, LLC
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Mission Wealth Management, Lp
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Dagco, Inc.
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Bridge Generations Wealth Management Llc
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Triad Wealth Partners, LLC
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Cardiff Park Advisors, Llc
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Fortis Capital Management LLC
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Titleist Asset Management, Llc
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Strategic Wealth Partners, Ltd.
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TPG Advisors LLC
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Modern Wealth Management, LLC
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Parkside Advisors LLC
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Forum Financial Management, LP
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Bernard Wealth Management Corp.
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Noble Family Wealth, LLC
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Pinnacle Bancorp, Inc.
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RKL Wealth Management LLC
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Advisory Alpha, LLC
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Consilium Wealth Advisory, LLC
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Evermay Wealth Management Llc
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Lee Danner & Bass Inc
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WealthPlan Investment Management, LLC
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Kathleen S. Wright Associates Inc.
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Virtue Capital Management, LLC
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BOS Asset Management, LLC
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LifeSteps Financial, Inc.
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One Wealth Capital Management, Llc
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Kavar Capital Partners Group, Llc
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Oak Harbor Wealth Partners, Llc
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Sequoia Financial Advisors, LLC
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Spreng Capital Management, Inc.
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Spire Wealth Management
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Ahl Investment Management, Inc.
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Gs Investments, Inc.
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Smithfield Trust Co
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Quartz Partners, LLC
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Steele Capital Management, Inc.
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Sierra Summit Advisors Llc
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CGC Financial Services, LLC
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Blackhawk Capital Partners LLC.
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Davidson Trust Co
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Meridian Investment Counsel Inc.
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Everest Management Corp.
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GWM Advisors LLC
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Moisand Fitzgerald Tamayo, LLC
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Adviser Investments LLC
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Martel Wealth Advisors Inc
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Csenge Advisory Group
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Mariner, LLC
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Root Financial Partners, LLC
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RIA Advisory Group LLC
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Peterson Wealth Advisors, LLC
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Ameriflex Group, Inc.
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ProVise Management Group, LLC
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Tiaa Trust, National Association
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Hartline Investment Corp/
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Capasso Planning Partners LLC
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Motco
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FinDec Wealth Services, Inc.
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HFM Investment Advisors, LLC
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Compass Advisory Group LLC
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Brown, Lisle/cummings, Inc.
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Prudent Man Investment Management, Inc.
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CI Private Wealth, LLC
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TCTC Holdings, LLC
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MCF Advisors LLC
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Wolff Wiese Magana Llc
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First Horizon Advisors, Inc.
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Castle Wealth Management Llc
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Financial Synergies Wealth Advisors, Inc.
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Cerity Partners LLC
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JMG Financial Group, Ltd.
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Bedel Financial Consulting, Inc.
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Nwam Llc
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Courage Miller Partners, LLC
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Simon Quick Advisors, Llc
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Citigroup Inc
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Northern Financial Advisors Inc
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Peapack Gladstone Financial Corp
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Santori & Peters, Inc.
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Luminist Capital LLC
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Procyon Private Wealth Partners, LLC
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Advisors Capital Management, LLC
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Riversedge Advisors, Llc
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Venture Visionary Partners LLC
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Cascade Financial Partners, LLC
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Painted Porch Advisors LLC
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Pacific Capital Wealth Advisors, Inc
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Family Investment Center, Inc.
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Brown Brothers Harriman & Co
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Sowell Financial Services LLC
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Ark & Tlk Investments, Llc
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Investors Research Corp
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Ameritas Advisory Services, LLC
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U S Wealth Group, Llc.
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Seven Springs Wealth Group, LLC
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Landmark Wealth Management, Inc.
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Sigma Planning Corp
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Vermillion Wealth Management, Inc.
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Cooper/haims Advisors, Llc
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Pinnacle Financial Partners Inc
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Cottage Street Advisors LLC
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Tobias Financial Advisors, Inc.
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TruNorth Capital Management, LLC
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LifePlan Financial, LLC
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Farnam Financial LLC
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Beaumont Financial Advisors, LLC
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SOUTH STATE Corp
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GSB Wealth Management, LLC
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BSW Wealth Partners
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Matrix Trust Co
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Omega Financial Group, LLC
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Foster Group, Inc.
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Clear Point Advisors Inc.
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Nbt Bank N A /ny
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Financial Advocates Investment Management
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Raymond James Financial Inc
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Warren Averett Asset Management, LLC
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Vantage Financial Partners, LLC
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Cobblestone Capital Advisors Llc /ny/
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Winthrop Capital Management, LLC
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Family Legacy Financial Solutions, LLC
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Wetherby Asset Management Inc
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Seros Financial, LLC
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Belpointe Asset Management LLC
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Balance Wealth, LLC
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Highland Capital Management, Llc
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Transcend Wealth Collective, Llc
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Mkd Wealth Coaches, Llc
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Bowman & Co S.C.
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Keyvantage Wealth, Llc
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Sittner & Nelson, Llc
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Aviance Capital Partners, LLC
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Roof Eidam & Maycock/adv
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Gw Henssler & Associates Ltd
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Walker Financial Services, Inc.
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Kovitz Investment Group Partners, LLC
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Captrust Financial Advisors
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Farrell Financial LLC
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ORG Partners LLC
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Narwhal Capital Management
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FineMark National Bank & Trust
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Berkshire Asset Management Llc/pa
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Madison Wealth Partners, Inc
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Valued Wealth Advisors LLC
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Valley Forge Investment Consultants Inc Adv
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Relyea Zuckerberg Hanson LLC
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Robertson Stephens Wealth Management, LLC
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MADDEN SECURITIES Corp
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Clayton Financial Group LLC
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Dunhill Financial, LLC
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Curio Wealth, Llc
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Amara Financial, Llc.
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ERn Financial, LLC
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Disciplined Investors, L.L.C.
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Pennsylvania Capital Management Inc /adv
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Panoramic Investment Advisors, Llc
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Avant Capital LLC
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Walkner Condon Financial Advisors LLC
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Aspect Partners, LLC
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Garrett Investment Advisors LLC
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Zrc Wealth Management, Llc
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Diversified Portfolios, Inc.
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Midwest Trust Co
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Crewe Advisors LLC
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Emerald Investment Partners, Llc
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O'shaughnessy Asset Management, Llc
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Independent Wealth Network Inc.
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Centennial Wealth Advisory LLC
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Cheviot Value Management, LLC
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Morling Financial Advisors, LLC
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IMA Wealth, Inc.
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Sawgrass Asset Management Llc
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Gerber Kawasaki Wealth & Investment Management
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Austin Wealth Management, LLC
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Friedenthal Financial
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Financial Engines Advisors L.L.C.
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Versant Capital Management, Inc
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Orcam Financial Group
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Integrated Wealth Concepts LLC
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Berkshire Money Management, Inc.
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Koss-Olinger Consulting, LLC
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DHJJ Financial Advisors, Ltd.
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Newbridge Financial Services Group, Inc.
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Romano Brothers And Company
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Weik Capital Management
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Oliver Lagore Vanvalin Investment Group
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Summit Place Financial Advisors, LLC
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Pathstone Holdings, LLC
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Orion Capital Management LLC
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SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
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Obermeyer Wood Investment Counsel, Lllp
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Christensen, King & Associates Investment Services, Inc.
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Callan Capital, LLC
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Foguth Wealth Management, LLC.
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GPS Wealth Strategies Group, LLC
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Exchange Capital Management, Inc.
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Financial Consulate, Inc
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Quest 10 Wealth Builders, Inc.
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Sherwood Financial Partners, LLC
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Riverpoint Wealth Management Holdings, LLC
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North Star Asset Management Inc
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Lazard Asset Management Llc
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CENTRAL TRUST Co
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Pittenger & Anderson Inc
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Allen Capital Group, LLC
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Black Swift Group, LLC
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Mason & Associates, LLC
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HCR Wealth Advisors
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Rede Wealth, LLC
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Coston, McIsaac & Partners
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Carnegie Capital Asset Management, LLC
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Janney Montgomery Scott LLC
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Northwest Capital Management Inc
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Fairway Wealth LLC
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Colton Groome Financial Advisors, Llc
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Mengis Capital Management, Inc.
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Commerce Bank
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Soltis Investment Advisors LLC
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Avion Wealth
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Ogorek Anthony Joseph /ny/ /adv
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S.A. Mason LLC
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SRS Capital Advisors, Inc.
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Valicenti Advisory Services Inc
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AMG National Trust Bank
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Tower Research Capital LLC (TRC)
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Ironwood Wealth Management, LLC.
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Skopos Labs, Inc.
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Johnson Investment Counsel Inc
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Russell Investments Group, Ltd.
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Advisory Services Network, LLC
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Alpha Omega Wealth Management LLC
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GEM Asset Management, LLC
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Whittier Trust Co Of Nevada Inc
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SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
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Harbour Investments, Inc.
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
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Bordeaux Wealth Advisors LLC
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Money Concepts Capital Corp
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NewEdge Wealth, LLC
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Sigma Investment Counselors Inc
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Alley Investment Management Company, LLC
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Curtis Advisory Group, LLC
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Summit Asset Management, LLC
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Human Investing LLC
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Crews Bank & Trust
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Greykasell Wealth Strategies, Inc.
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Somerset Group LLC
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Mitchell Capital Management Co
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Element Wealth, LLC
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Signaturefd, Llc
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Assetmark, Inc
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Collective Family Office Llc
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North Ridge Wealth Advisors, Inc.
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West Paces Advisors Inc.
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Main Street Financial Solutions, LLC
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Brio Consultants, LLC
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Stockman Wealth Management, Inc.
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Comerica Bank
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Investment Planning Advisors, Inc.
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AlphaQ Advisors LLC
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Capital Planning LLC
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Kelman-Lazarov, Inc.
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Baker Avenue Asset Management, LP
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CoreCap Advisors, LLC
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Joule Financial, LLC
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Oakworth Capital, Inc.
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Quadrant Private Wealth Management, LLC
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Oakwell Private Wealth Management, LLC
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Jaffetilchin Investment Partners, LLC
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Financial Management Professionals, Inc.
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Wealthspire Advisors, LLC
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Guyasuta Investment Advisors Inc
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Bradley Foster & Sargent Inc/ct
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BlackDiamond Wealth Management Inc.
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Hantz Financial Services, Inc.
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Burk Holdings LLC
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Sound Income Strategies, LLC
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Callan Family Office, LLC
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BEAM Asset Management, LLC
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Ritter Daniher Financial Advisory LLC / DE
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Olistico Wealth, LLC
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GEN Financial Management, INC.
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Grant Street Asset Management, Inc.
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Symphony Financial, Ltd. Co.
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RFG Advisory, LLC
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Lowe Brockenbrough & Co Inc
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Pettyjohn, Wood & White, Inc
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Condor Capital Management
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TRUE Private Wealth Advisors
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Quantinno Capital Management LP
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Brass Tax Wealth Management, Inc
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Atomi Financial Group, Inc.
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Binnacle Investments Inc
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Vanguard Group Inc
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Legend Financial Advisors, Inc.
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Eagle Capital Management, LLC
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Forte Capital Llc /adv
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Financial Advisors, LLC
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Segment Wealth Management, LLC
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Mayport, Llc
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Catalyst Financial Partners Llc
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Good Life Advisors, LLC
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Jacobsen Capital Management
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Beacon Investment Advisory Services, Inc.
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National Wealth Management Group, LLC
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Cambridge Investment Research Advisors, Inc.
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Apella Capital, LLC
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Novare Capital Management Llc
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AA Financial Advisors, LLC
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McKinley Carter Wealth Services, Inc.
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Burt Wealth Advisors
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Breakwater Investment Management
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Boyd Wealth Management, LLC
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ETF Store, Inc.
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Keener Financial Planning LLC
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Smith, Moore & Co.
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Roundview Capital LLC
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Wiser Advisor Group LLC
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Heritage Investment Group, Inc.
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Trinity Legacy Partners, LLC
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Eley Financial Management, Inc
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SWS Partners
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Penobscot Investment Management Company, Inc.
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Victrix Investment Advisors
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Tenret Co LLC
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FF Advisors,LLC
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Trust Co
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Arkadios Wealth Advisors
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Smallwood Wealth Investment Management, LLC
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Hrt Financial Lp
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Lido Advisors, LLC
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Muirfield Wealth Advisors Llc
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Clark Capital Management Group, Inc.
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May Barnhard Investments LLC
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Oarsman Capital, Inc.
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Key FInancial Inc
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Westshore Wealth, LLC
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Tempus Wealth Planning, LLC
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Allworth Financial LP
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Essex LLC
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Fpc Investment Advisory, Inc.
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Fiduciary Alliance LLC
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Kilter Group LLC
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LexAurum Advisors, LLC
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Bfsg, Llc
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SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
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Cliftonlarsonallen Wealth Advisors, Llc
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MONECO Advisors, LLC
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Vernal Point Advisors, LLC
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Colorado Capital Management, Inc.
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Brown Wealth Management, Llc
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Sonoma Private Wealth LLC
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First Trust Advisors Lp
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Hamilton Point Investment Advisors, LLC
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Socha Financial Group, LLC
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Bond & Devick Financial Network, Inc.
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Colonial Trust Co / SC
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Aaron Wealth Advisors LLC
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Fiduciary Financial Group, Llc
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Elios Financial Group Inc.
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Geneos Wealth Management Inc.
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Lcnb Corp
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SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
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Exencial Wealth Advisors, Llc
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Circle Wealth Management, LLC
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VSM Wealth Advisory, LLC
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Burling Wealth Partners, Llc
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Blair William & Co/il
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Capital Advisors, Ltd. LLC
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Wynn Capital, LLC
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Barden Capital Management, Inc.
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Sound Stewardship, LLC
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Plotkin Financial Advisors, LLC
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SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
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Atlantic Union Bankshares Corp
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Austin Private Wealth, LLC
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Howe & Rusling Inc
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Pinnacle Wealth Management Advisory Group, LLC
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Litman Gregory Asset Management LLC
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First National Corp /ma/ /adv
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Virtus ETF Advisers LLC
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Axxcess Wealth Management, Llc
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Wsfs Capital Management, Llc
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Sprinkle Financial Consultants LLC
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K2 Financial Inc.
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Trust Co Of Toledo Na /oh/
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Chesapeake Wealth Management
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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StoneX Group Inc.
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Balanced Rock Investment Advisor
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Visionary Wealth Advisors
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Fortitude Family Office, LLC
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Game Plan Financial Advisors, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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Compass Financial Group, INC/SD
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Winthrop Advisory Group LLC
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Pinney & Scofield, Inc.
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Pioneer Trust Bank N A/or
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WealthCollab, LLC
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Aberdeen Wealth Management LLC
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Sensible Money, LLC
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St. Nicholas Private Asset Management, Inc
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Ted Buchan & Co
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LPL Financial LLC
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Compass Ion Advisors, LLC
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Glassman Wealth Services
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Bleakley Financial Group, LLC
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Ascension Capital Advisors, Inc.
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Transce3nd, LLC
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Tompkins Financial Corp
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Security Financial Services, INC.
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CX Institutional
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Flagship Private Wealth, LLC
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Gries Financial Llc
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Ashton Thomas Private Wealth, LLC
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Topsail Wealth Management, LLC
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Franklin Resources Inc
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American Money Management, LLC
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YHB Investment Advisors, Inc.
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Strategic Equity Management
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Highline Wealth Partners Llc
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One Day In July LLC
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Analyst IMS Investment Management Services Ltd.
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L2 Asset Management, LLC
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Wealthcare Capital Partners, LLC
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Hoey Investments, Inc
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MBE Wealth Management, LLC
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Mid-American Wealth Advisory Group, Inc.
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G2 Capital Management, Llc / Oh
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Providence Capital Advisors, LLC
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Chapman Financial Group, Llc
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Signature Estate & Investment Advisors Llc
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Main Management LLC
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Wealthcare Advisory Partners LLC
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Cetera Investment Advisers
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D.B. Root & Company, LLC
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Trust Point Inc.
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PDS Planning, Inc
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RHS Financial, LLC
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Stratos Wealth Partners, LTD.
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Peachtree Investment Partners, LLC
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Richardson Capital Management LLC
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Duncker Streett & Co Inc
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Lynx Investment Advisory
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Mirador Capital Partners LP
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One Capital Management, LLC
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St. Johns Investment Management Company, LLC
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Princeton Global Asset Management LLC
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Hurley Capital, LLC
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TFC Financial Management
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Prime Capital Investment Advisors, LLC
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Citizens Financial Group Inc/ri
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Rinkey Investments
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Lodestar Private Asset Management Llc
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Stonebridge Capital Advisors LLC
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Morgan Stanley
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Sfmg, Llc
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First Foundation Advisors
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Foundation Wealth Management, LLC\PA
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Gallagher Fiduciary Advisors, LLC
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Envision Financial LLC
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Bell Investment Advisors, Inc
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Umb Bank N A/mo
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EP Wealth Advisors, Inc.
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Monticello Wealth Management, Llc
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Mindset Wealth Management, Llc
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Ameriprise Financial Inc
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Cooper Financial Group
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Planning Alternatives Ltd /adv
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United Capital Financial Advisers, Llc
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Sofos Investments, Inc.
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Evensky & Katz LLC
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L.K. Benson & Company, P.C.
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Schneider Downs Wealth Management Advisors, LP
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U.S. Capital Wealth Advisors, LLC
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Cwm, Llc
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Moneta Group Investment Advisors Llc
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Cadence Wealth Management LLC
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Fmr Llc
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Paladin Advisory Group, LLC
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