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Wellington Capital Management, Inc.
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Worth Asset Management, LLC
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LOM Asset Management Ltd
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Quantum Financial Planning Services, Inc.
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Kcm Investment Advisors Llc
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Regatta Capital Group, Llc
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Delta Asset Management Llc/tn
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CHURCHILL MANAGEMENT Corp
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Ameriflex Group, Inc.
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Penobscot Investment Management Company, Inc.
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Birchcreek Wealth Management, LLC
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Camelot Technology Advisors, Inc.
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Morris Retirement Advisors, LLC
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Canada Post Corp Registered Pension Plan
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Motco
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Truvestments Capital Llc
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Landmark Wealth Management, Inc.
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Smartleaf Asset Management LLC
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Mycio Wealth Partners, Llc
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WealthTrust Axiom LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Argentarii, LLC
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Redwood Park Advisors LLC
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Steward Partners Investment Advisory, Llc
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Rinkey Investments
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Ndwm Llc
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Hilton Capital Management, LLC
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Eagle Wealth Strategies Llc
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Cumberland Advisors Inc
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Strategic Financial Concepts, LLC
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Mechanics Bank Trust Department
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CFO4Life Group, LLC
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Family Capital Trust Co
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Convergence Financial, LLC
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Keudell/Morrison Wealth Management
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Gladwyn Financial Advisors, Inc.
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Capital Asset Advisory Services LLC
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Waterford Advisors, LLC
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Checchi Capital Advisers, LLC
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Builder Investment Group Inc /adv
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Cresset Asset Management, LLC
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Pacific Capital Wealth Advisors, Inc
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Candlestick Capital Management LP
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Liberty Capital Management, Inc.
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Scientech Research LLC
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Nautilus Advisors LLC
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Pathway Financial Advisors LLC
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Burns Matteson Capital Management, LLC
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Jfs Wealth Advisors, Llc
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Trust Co of Tennessee
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Seascape Capital Management
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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Old North State Trust, LLC
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Private Client Services, Llc
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International Private Wealth Advisors LLC
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Menlo Advisors Llc
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Aspect Partners, LLC
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Townsend Asset Management Corp /nc/ /adv
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Johnson Investment Counsel Inc
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Us Bancorp \de\
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JFG Wealth Management, LLC
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Auour Investments LLC
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M3 Advisory Group, LLC
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Barings Llc
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Cerity Partners LLC
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Adell Harriman & Carpenter Inc
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Investors Research Corp
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Opal Wealth Advisors, LLC
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Armis Advisers, LLC
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Principal Securities, Inc.
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Grandfield & Dodd, Llc
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Prosperity Planning, Inc.
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Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
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Focus Financial Network, Inc.
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
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Highline Wealth Partners Llc
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BFI Infinity Ltd.
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Riversedge Advisors, Llc
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Fox Hill Wealth Management
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Hardy Reed LLC
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Breakwater Capital Group
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Mackenzie Financial Corp
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Banque de Luxembourg S.A.
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Envestnet Asset Management Inc
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Shufro Rose & Co Llc
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Guardian Wealth Advisors, LLC
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Marquette Asset Management, LLC
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Unisphere Establishment
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Parkside Advisors LLC
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Western Pacific Wealth Management, LP
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MAI Capital Management
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Sanders Morris Harris Llc
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Washburn Capital Management, Inc.
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Skopos Labs, Inc.
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Clearwater Capital Advisors, LLC
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Biondo Investment Advisors, LLC
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YHB Investment Advisors, Inc.
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Scoggin Management Lp
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National Bank Of Canada /fi/
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Sterling Financial Planning, Inc.
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Two Sigma Investments, Lp
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Francis Financial, Inc.
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Midland Wealth Advisors Llc
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Northwest Bancshares, Inc.
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PineBridge Investments, L.P.
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Bath Savings Trust Co
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Innovative Wealth Building LLC
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Gibraltar Capital Management, Inc.
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Apeiron RIA LLC
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Strid Group, LLC
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McNaughton Wealth Management, LLC
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Wealthquest Corp
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Thrive Capital Management, LLC
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Barometer Capital Management Inc.
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VeraBank, N.A.
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Boston Family Office Llc
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Prasad Wealth Partners, LLC
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FSM Wealth Advisors, LLC
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Nicolet Bankshares Inc
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Traynor Capital Management, Inc.
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GW&K Investment Management, LLC
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Trail Ridge Investment Advisors, LLC
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Rappaport Reiches Capital Management, LLC
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Prostatis Group LLC
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Kingsman Wealth Management, Inc.
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ARS Wealth Advisors Group, LLC
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Oakworth Capital, Inc.
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Fulton Bank, N.a.
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Nbw Capital Llc
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Legacy Capital Group California, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Patriot Investment Management Inc.
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Floyd Financial Group Llc
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Sun Life Financial Inc
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Tranquility Partners, LLC
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E Fund Management Co., Ltd.
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Cullinan Associates Inc
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Forza Wealth Management, LLC
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American Money Management, LLC
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First Hawaiian Bank
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U.S. Capital Wealth Advisors, LLC
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Warburton Capital Management, LLC
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Community Bank & Trust, Waco, Texas
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Vantage Point Financial LLC
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Bennett Selby Investments Lp
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Mariner Investment Group Llc
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Premier Path Wealth Partners, LLC
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Almanack Investment Partners, LLC.
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Significant Wealth Partners LLC
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Patrick M Sweeney & Associates, Inc
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Clarus Wealth Advisors
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Brand Asset Management Group, Inc.
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Coordinated Financial Services, Inc./CO
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Ccg Wealth Management, Llc
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North Ridge Wealth Advisors, Inc.
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Mutual Advisors, LLC
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Schoolcraft Capital LLC
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Brio Consultants, LLC
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
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Pacific Wealth Strategies Group, Inc.
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EdgeRock Capital LLC
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Erickson Financial Group, LLC
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PDS Planning, Inc
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Martel Wealth Advisors Inc
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Securian Funds Trust - SFT Dynamic Managed Volatility Fund
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Soma Equity Partners Lp
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Mbb Public Markets I Llc
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High Probability Advisors, LLC
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Clare Market Investments LLC
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Credit Agricole S A
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Arthur M. Cohen & Associates, Llc
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Greenhouse Wealth Management, LLC
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Strong Tower Advisory Services
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OneAscent Financial Services LLC
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iA Global Asset Management Inc.
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O'Brien Greene & Co. Inc
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Cypress Capital Management LLC (WY)
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LaFleur & Godfrey LLC
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Lee Danner & Bass Inc
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My Purposeful Wealth Corp.
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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Whittier Trust Co Of Nevada Inc
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Cooper/haims Advisors, Llc
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BlueChip Wealth Advisors LLC
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Community Bank, N.A.
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Cypress Capital, LLC
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Greenfield FTC, Inc.
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Alley Investment Management Company, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Synergy Investment Management, LLC
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Keebeck Alpha, LP
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Diversify Advisory Services, LLC
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Benchmark Financial Wealth Advisors, LLC
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Front Row Advisors LLC
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Aull & Monroe Investment Management Corp
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Sierra Capital LLC
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Jmac Enterprises Llc
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Leonard Rickey Investment Advisors P.L.L.C.
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PPSC Investment Service Corp
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PUREfi Wealth, LLC
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Moody National Bank Trust Division
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Paragon Capital Management Ltd
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Arete Wealth Advisors, LLC
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MBA Advisors LLC
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Passive Capital Management, LLC.
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MontVue Capital Management, Inc.
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FF Advisors,LLC
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TBH Global Asset Management, LLC
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Toronto Dominion Bank
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Essex Savings Bank
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Caliber Wealth Management, LLC / KS
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Kingstone Capital Partners Texas, LLC
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Nomura Holdings Inc
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Stonekeep Investments, LLC
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Everest Management Corp.
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Clarius Group, LLC
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Kozak & Associates, Inc.
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Laraway Financial Inc
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IFC Advisors LLC
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Waycross Investment Management Co
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Cascades Capital Asset Management, LLC
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Smh Capital Advisors Inc
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Investidor Profissional Gestao de Recursos Ltda.
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FourThought Financial Partners, LLC
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Foguth Wealth Management, LLC.
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Qalhat Capital Ltd
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Summit Wealth Partners, LLC
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Sage Financial Management Group, Inc.
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Game Creek Capital, LP
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Miracle Mile Advisors, LLC
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Levin Capital Strategies, L.p.
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Sagespring Wealth Partners, Llc
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Planning Directions Inc
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WealthCare Investment Partners, LLC
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Sage Capital Advisors,llc
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Sanchez Wealth Management Group
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Alesco Advisors Llc
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Vision Capital Management, Inc.
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New Wave Wealth Advisors Llc
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IHT Wealth Management, LLC
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Farmers & Merchants Trust Co of Long Beach
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Mattern Wealth Management LLC
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American Asset Management Inc.
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Catalytic Wealth RIA, LLC
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Obermeyer Wood Investment Counsel, Lllp
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Midwest Trust Co
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Capital Markets Trading UK LLP
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Sigma Planning Corp
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Jackson Hole Capital Partners, LLC
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Addison Capital Co
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Monarch Capital Management Inc/
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Forte Capital Llc /adv
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Seros Financial, LLC
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Botty Investors LLC
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Johnson Bixby & Associates, LLC
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Guerra Advisors Inc
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Flagship Wealth Advisors, Llc
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Red Mountain Financial, LLC
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Monetary Management Group Inc
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Colorado Capital Management, Inc.
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Clark Capital Management Group, Inc.
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Spectrum Investment Advisors, Inc.
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Ellsworth Advisors, LLC
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Continental Investors Services, Inc.
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Victrix Investment Advisors
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Sound Financial Strategies Group, LLC
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Goldstone Financial Group, LLC
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Cavalier Investments, LLC
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Perigon Wealth Management, LLC
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TCG Advisory Services, LLC
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BRYN MAWR TRUST Co
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Independent Solutions Wealth Management, LLC
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BlueCrest Capital Management Ltd
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Drexel Morgan & Co.
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Sensible Money, LLC
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Eastover Investment Advisors LLC
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Affinity Investment Advisors, Llc
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Kera Capital Partners, Inc.
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BankPlus Wealth Management LLC
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Choice Wealth Advisors, LLC
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Littlejohn Financial Services, Inc.
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KDK Private Wealth Management, LLC
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Eagle Capital Management, LLC
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Define Financial, Llc
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Avaii Wealth Management, Llc
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Spire Wealth Management
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Cercano Management LLC
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Northern Oak Wealth Management Inc
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JMG Financial Group, Ltd.
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Northeast Financial Consultants Inc
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Captrust Financial Advisors
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Consolidated Portfolio Review Corp
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RVW Wealth, LLC
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International Assets Investment Management, Llc
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Hoese & Co LLP
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Cascade Investment Group, Inc.
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Costello Asset Management, INC
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Amara Financial, Llc.
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New Republic Capital, LLC
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Blackstone Group Inc
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Legal & General Group Plc
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Amussen Hunsaker Associates Llc
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Global Strategic Investment Solutions, LLC
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Arvest Bank Trust Division
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DHK Financial Advisors, Inc.
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Trustees of Dartmouth College
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Sovereign Investment Advisors, LLC
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Mandatum Life Insurance Co Ltd
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Phocas Financial Corp.
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Mendota Financial Group, LLC
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Bleichroeder LP
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Parker Investment Management, LLC
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MEMBERS Trust Co
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CRA Financial Services, LLC
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LMR Partners LLP
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Accent Capital Management, LLC
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
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HORAN Wealth, LLC
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AIA Group Ltd
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Osprey Private Wealth LLC
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Lynx Investment Advisory
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Anb Bank
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Truffle Hound Capital, LLC
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Savoie Capital LLC
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Td Asset Management Inc
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ARS Investment Partners, LLC
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Interactive Financial Advisors
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George Kaiser Family Foundation
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Moulton Wealth Management, Inc
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Capital Planning Advisors, LLC
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Tran Capital Management, L.p.
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Oberweis Asset Management Inc/
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Good Life Advisors, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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HTUS - Capitol Series Trust - Hull Tactical US ETF
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Ulysses Management LLC
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Stock Yards Bank & Trust Co
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Shay Capital LLC
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Hoxton Planning & Management, LLC
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Glenmede Investment Management, LP
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Ci Investments Inc.
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Members Wealth Llc
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Patten Group, Inc.
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Robertson Stephens Wealth Management, LLC
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Point72 Europe (London) LLP
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Zrc Wealth Management, Llc
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Ariadne Wealth Management, LP
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Cordatus Wealth Management LLC
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Luts & Greenleigh Group, Inc
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Second Line Capital, LLC
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Allie Family Office LLC
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Atlantic Edge Private Wealth Management, LLC
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Alaethes Wealth LLC
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Oder Investment Management, LLC
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Denver Wealth Management, Inc.
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R. W. Roge & Company, Inc.
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Lindbrook Capital, Llc
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Holos Integrated Wealth LLC
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Kidder Stephen W
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West Paces Advisors Inc.
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HTG Investment Advisors, Inc.
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Parkwoods Wealth Partners, LLC
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Integral Investment Advisors, Inc.
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Spider Management Company, LLC
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MUFG Bank, Ltd.
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Salvus Wealth Management, LLC
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Roanoke Asset Management Corp/ Ny
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Centurion Wealth Management LLC
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Weatherly Asset Management L. P.
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Forum Financial Management, LP
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Kfg Wealth Management, Llc
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Legacy Financial Advisors, Inc.
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Cary Street Partner Investment Advisory Llc
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Chancellor Financial Group WB LP
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Catalyst Capital Advisors LLC
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Cape Ann Savings Bank
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Octavia Wealth Advisors, LLC
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Avalon Advisory Group
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Dynamic Advisor Solutions LLC
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Perennial Advisors, LLC
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Stonehearth Capital Management, LLC
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Generation Capital Management LLC
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Frazier Financial Advisors, LLC
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Fluent Financial, LLC
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Strategic Wealth Partners, Ltd.
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Napatree Capital Llc
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Verus Capital Partners, Llc
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Abel Hall, LLC
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Sawgrass Asset Management Llc
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Bokf, Na
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Tcfg Wealth Management, Llc
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Copperwynd Financial, LLC
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Gradient Capital Advisors, LLC
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Boreal Capital Management LLC
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SGL Investment Advisors, Inc.
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Fourth Dimension Wealth, LLC
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Q3 Asset Management
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Dimension Capital Management Llc
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Mendel Money Management
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Lazard Asset Management Llc
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Souders Financial Advisors
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WPWealth LLP
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One River Asset Management, LLC
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Greenwood Gearhart Inc
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Oribel Capital Management, LP
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Archer Investment Corp
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Finepoint Capital LP
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Voisard Asset Management Group, Inc.
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HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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BancFirst Trust & Investment Management
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Cobblestone Capital Advisors Llc /ny/
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Primoris Wealth Advisors, Llc
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HBW Advisory Services LLC
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J.w. Cole Advisors, Inc.
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Royal Capital Wealth Management, LLC
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Torno Capital, Llc
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TL Private Wealth
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Leverty Financial Group, LLC
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Css Llc/il
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Nwam Llc
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Hohimer Wealth Management, Llc
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Brass Tax Wealth Management, Inc
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First International Bank of Israel Ltd.
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Blue Rock Wealth Management LLC
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Dow Chemical Co /de/
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Ciovacco Capital Management LLC
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LexAurum Advisors, LLC
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Moneywise, Inc.
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Stephenson National Bank & Trust
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Hoey Investments, Inc
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McDonough Capital Management, Inc
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Graves-Light Private Wealth Management, Inc.
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Bedell Frazier Investment Counseling, LLC
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Renaissance Technologies Llc
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Financial Management Professionals, Inc.
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Strategic Financial Services, Inc,
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Invesco, Llc
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Rational Advisors Llc
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180 Wealth Advisors, Llc
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Dorsey & Whitney Trust CO LLC
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Weil Company, Inc.
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ExodusPoint Capital Management, LP
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Frederick Financial Consultants, LLC
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Duquesne Family Office LLC
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Hantz Financial Services, Inc.
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Trinity Legacy Partners, LLC
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Creekside Partners
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|
waypoint wealth counsel
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DG Capital Management, LLC
|
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EQHEX - Series Portfolios Trust - Equable Shares Large Cap Fund Class I
|
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|
Tru Independence Asset Management 2, Llc
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Sowell Financial Services LLC
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Searle & Co.
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Wallace Advisory Group, LLC
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City Holding Co
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Donaldson Capital Management, Llc
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Elgethun Capital Management
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Resources Investment Advisors, LLC.
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Verity Asset Management, Inc.
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Charter Oak Advisors LP
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Sykon Capital Llc
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Financial Partners Group, Inc
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Uniting Wealth Partners, LLC
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Bridgewater Associates, LP
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Callan Family Office, LLC
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B&D White Capital Company, LLC
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Pineridge Advisors LLC
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Facet Wealth, Inc.
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Selway Asset Management
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Reston Wealth Management Llc
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Tower View Investment Management & Research LLC
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Plotkin Financial Advisors, LLC
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WealthBridge Investment Counsel Inc.
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Absoluto Partners Gestao de Recursos Ltda
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First National Corp /ma/ /adv
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Towerpoint Wealth, LLC
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Consultiva Wealth Management, Corp.
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|
Camber Capital Management LP
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Natural Investments, Llc
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Objective Capital Management, LLC
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Rosalind Advisors, Inc.
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|
Csenge Advisory Group
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MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
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|
Curtis Advisory Group, LLC
|
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|
|
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|
Foundation Wealth Management, LLC\PA
|
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|
Shade Tree Advisors LLC
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|
|
|
JNBA Financial Advisors
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Avidian Wealth Solutions, LLC
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Penbrook Management LLC
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CWC Advisors, LLC.
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Capital Insight Partners, Llc
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Monterey Private Wealth, Inc.
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Drive Wealth Management, Llc
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Aua Capital Management, Llc
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|
Synergy Financial Group, LTD
|
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|
Wescott Financial Advisory Group, LLC
|
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|
Morgan Stanley
|
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|
Edmond De Rothschild Holding S.a.
|
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|
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|
Norden Group Llc
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|
AE Wealth Management LLC
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LaSalle St. Investment Advisors, LLC
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Riggs Asset Managment Co. Inc.
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|
Ballentine Partners, LLC
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HHM Wealth Advisors, LLC
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|
Oxbow Advisors, LLC
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|
Herbst Group, Llc
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Berkshire Bank
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Mercuria Capital Strategies, LLC
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Chevy Chase Trust Holdings, Inc.
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Coppell Advisory Solutions LLC
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Total Wealth Planning, Llc
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Endeavor Private Wealth, Inc.
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|
Lionshead Wealth Management, LLC
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Financial Network Wealth Management LLC
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Spinnaker Investment Group, LLC
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Violich Capital Management, Inc.
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1248 Management, LLC
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Prairie Wealth Advisors, Inc.
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Aprio Wealth Management, LLC
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Hobart Private Capital, LLC
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|
Wesbanco Bank Inc
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|
Silverleafe Capital Partners, LLC
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|
New England Asset Management Inc
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|
Fulton Breakefield Broenniman Llc
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Moment Partners, LLC
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Milestone Investment Advisors LLC
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Global Wealth Management Investment Advisory, Inc.
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Ameraudi Asset Management, Inc.
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Ahl Investment Management, Inc.
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Schonfeld Strategic Advisors LLC
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Yost Capital Management, L.L.C.
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Zhang Financial LLC
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Hennion & Walsh Asset Management, Inc.
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GEM Asset Management, LLC
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Future You Wealth Llc
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Paul Damon & Associates, Inc.
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Fifth Third Securities, Inc.
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|
OMERS ADMINISTRATION Corp
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Taurus Asset Management, Llc
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Excalibur Management Corp
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BKA Wealth Consulting, Inc.
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Wealth Alliance
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Benson Investment Management Company, Inc.
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|
MYDA Advisors LLC
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Discovery Capital Management, Llc / Ct
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|
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|
Eagle Global Advisors Llc
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|
Presidio Capital Management, LLC
|
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|
|
|
|
Manufacturers Life Insurance Company, The
|
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|
|
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|
Luminist Capital LLC
|
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|
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|
Beacon Capital Management, LLC
|
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|
400 Capital Management LLC
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|
Sterling Manor Financial, LLC
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|
LFA - Lugano Financial Advisors SA
|
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|
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|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
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|
O'Brien Wealth Partners LLC
|
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|
|
|
|
LongView Wealth Management
|
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|
|
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|
Mcdaniel Terry & Co
|
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Fedenia Advisers LLC
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Virtue Capital Management, LLC
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Fagan Associates, Inc.
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Occidental Asset Management, LLC
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Citadel Advisors Llc
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|
L.m. Kohn & Company
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Black Maple Capital Management LP
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Waters Parkerson & Co., Llc
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TradeWell Securities, LLC.
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|
Lantz Financial LLC
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|
Atlantic Trust, LLC
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|
Principle Wealth Partners Llc
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|
Equitec Proprietary Markets, Llc
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|
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|
Golden State Wealth Management, LLC
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|
Gr Financial Group, Llc
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|
Smith Anglin Financial, LLC
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Midwestern Financial, LLC /IA
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Menora Mivtachim Holdings Ltd.
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|
Lmcg Investments, Llc
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|
Trust Co Of Oklahoma
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|
Net Worth Advisory Group
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Callan Capital, LLC
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Fragasso Group Inc.
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Cypress Wealth Services, LLC
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Private Wealth Management Group, LLC
|
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|
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|
Bremer Bank National Association
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Miramar Capital, LLC
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|
Schulz Wealth, LTD.
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|
Prevatt Capital Ltd
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Sivia Capital Partners, LLC
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SOL Capital Management CO
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Beese Fulmer Investment Management, Inc.
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Marathon Asset Management Lp
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FreeGulliver LLC
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|
Total Investment Management Inc
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Sax Wealth Advisors, Llc
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|
Capital Advisory Group Advisory Services, LLC
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|
Prudential Financial Inc
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|
Public Sector Pension Investment Board
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Bleakley Financial Group, LLC
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Left Brain Wealth Management, LLC
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Maridea Wealth Management LLC
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Tradewinds, LLC.
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Continuum Wealth Advisors, Llc
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Horan Capital Advisors, LLC.
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WJ Wealth Management, LLC
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Proffitt & Goodson Inc
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PAX Financial Group, LLC
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Strategic Investment Solutions, Inc. /IL
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Persistent Asset Partners Ltd
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Klingman & Associates, LLC
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Wallington Asset Management, LLC
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Syntax Research, Inc.
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Centiva Capital, LP
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KC Investment Advisors, LLC
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Cahaba Wealth Management, Inc.
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Your Advocates Ltd., LLP
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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Prosperitas Financial LLC
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Integrated Wealth Concepts LLC
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Trillium Asset Management, Llc
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Turn8 Private Wealth Inc.
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Goelzer Investment Management, Inc.
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Unified Investment Management
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Confluence Investment Management Llc
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New World Advisors LLC
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Partners Capital Investment Group, Llp
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Southern Farm Bureau Life Insurance
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Marble Harbor Investment Counsel, LLC
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Atomi Financial Group, Inc.
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Rf&l Wealth Management, Llc
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Ofc Financial Planning, Llc
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Covington Investment Advisors Inc.
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Clearview Wealth Advisors LLC
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Arcadia Investment Management Corp/mi
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St. Johns Investment Management Company, LLC
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Sora Investors Llc
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Garrison Point Advisors, Llc
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Evermay Wealth Management Llc
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Rhumbline Advisers
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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Beck Capital Management, Llc
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Texas Bank & Trust Co
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Atlantic Union Bankshares Corp
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Salomon & Ludwin, LLC
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Red Tortoise LLC
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W.G. Shaheen & Associates DBA Whitney & Co
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Castleview Partners, Llc
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Garner Asset Management Corp
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Innealta Capital, Llc
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Visualize Group LP
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Strait & Sound Wealth Management LLC
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Dynamic Financial Group
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Ronald Blue Trust, Inc.
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Patten & Patten Inc/tn
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Widmann Financial Services, Inc.
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Pflug Koory, LLC
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Fiera Capital Corp
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Aaron Wealth Advisors LLC
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Dentgroup LLC
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State Street Corp
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TCP Asset Management, LLC
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Private Capital Management, LLC
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Abner Herrman & Brock Llc
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VisionPoint Advisory Group, LLC
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Bulwark Capital Corp
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Rs Crum Inc.
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Landmark Wealth Management, LLC
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Waterfall Asset Management, LLC
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TruNorth Capital Management, LLC
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Hippocratic Financial Advisors, LLC
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Woodline Partners LP
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Postrock Partners Llc
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Stonebridge Capital Advisors LLC
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Lpwm Llc
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Richards, Merrill & Peterson, Inc.
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First American Trust, Fsb
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Comprehensive Financial Planning, Inc./PA
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Renasant Bank
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FIL Ltd
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Whitaker-Myers Wealth Managers, LTD.
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RiverTree Advisors, LLC
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Fortem Financial Group, Llc
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Baron Silver Stevens Financial Advisors, Llc
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Ames National Corp
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Cape Investment Advisory, Inc.
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Jacobi Capital Management LLC
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Ethos Financial Group, LLC
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SP Asset Management LLC
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ETFWX - North Square Investments Trust - North Square Tactical Defensive Fund Class I
|
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Evergreen Capital Management Llc
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Atlas Private Wealth Advisors
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State Of Michigan Retirement System
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Inspirion Wealth Advisors, Llc
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LWM Advisory Services, LLC
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Gilbert & Cook, Inc.
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Kingsview Wealth Management, LLC
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Kapstone Financial Advisors LLC
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Oakmont Corp
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Gridiron Partners, LLC
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Manning & Napier Advisors Llc
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Cacti Asset Management Llc
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Poplar Forest Capital LLC
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Evolution Advisers, Inc.
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Equitable Trust Co
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BWM Planning, LLC
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Empire Financial Management Company, LLC
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Mill Capital Management, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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Mittelman Wealth Management
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|
True Link Financial Advisors, LLC
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|
Marshall Financial Group LLC
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Moller Financial Services
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Asset Allocation Strategies LLC
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Bridgewater Advisors Inc.
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Phoenix Holdings Ltd.
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Arcadia Wealth Management, LLC
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Next Capital Management LLC
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Weaver Capital Management LLC
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Blackhill Capital Inc
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Johnson & White Wealth Management, LLC
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Segment Wealth Management, LLC
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|
Manchester Financial Inc
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Highland Capital Management, Llc
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Pertento Partners LLP
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SageView Advisory Group, LLC
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|
Huntington National Bank
|
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Camelot Portfolios, LLC
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Moseley Investment Management Inc
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Northstar Financial Companies, Inc.
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1st Source Bank
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Tidemark, LLC
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|
Clg Llc
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|
Vega Investment Solutions
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|
Smithfield Trust Co
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Consilium Wealth Advisory, LLC
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Register Financial Advisors LLC
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Eq Wealth Advisors, Llc
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Forbes Financial Planning, Inc.
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Davis Investment Partners, LLC
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Private Capital Management Llc
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Confluence Wealth Services, Inc.
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Paragon Financial Partners, Inc.
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Mountain Hill Investment Partners Corp.
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Capital Wealth Planning, LLC
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Blume Capital Management, Inc.
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Metis Global Partners, LLC
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Repertoire Partners LP
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|
Retirement Planning Group, Llc / Ny
|
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|
Stevens Capital Management Lp
|
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|
Empyrean Capital Partners, LP
|
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|
|
|
|
Petix & Botte Co
|
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|
Galilei Investment Office LLP
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|
Capstone Financial Advisors, Inc.
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|
Bulltick Wealth Management, LLC
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|
Rossby Financial, LCC
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|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
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|
|
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|
Marks Group Wealth Management, Inc
|
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|
|
|
Granger Management LLC
|
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|
|
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|
Gallacher Capital Management LLC
|
|
|
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
|
|
|
Albion Financial Group /ut
|
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|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Kaleidoscope Capital Lp
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Westchester Capital Management, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
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|
Wellspring Financial Advisors, LLC
|
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|
Drum Hill Capital, LLC
|
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|
|
Intrepid Financial Planning Group LLC
|
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|
|
|
|
Johnson Financial Group, LLC
|
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|
|
|
|
Great Waters Wealth Management
|
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|
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|
Colonial Trust Co / SC
|
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|
|
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|
Hallmark Capital Management Inc
|
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|
Vawter Financial, Ltd.
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
CMG Global Holdings, LLC
|
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|
|
|
Family CFO Inc
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|
|
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|
Foundations Investment Advisors, LLC
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|
Exchange Traded Concepts, Llc
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
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|
ShoreHaven Wealth Partners, LLC
|
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|
Stewardship Advisors, LLC
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|
|
|
Roble, Belko & Company, Inc
|
|
|
|
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|
Friedenthal Financial
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|
|
|
KKM Financial LLC
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|
Pine Haven Investment Counsel, Inc
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|
Edgestream Partners, L.P.
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|
Howard Financial Services, Ltd.
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|
Lazard Freres Gestion S.A.S.
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Altus Wealth Management, LLC
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Cornerstone Management, Inc.
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|
Hager Investment Management Services, Llc
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Keystone Global Partners, LLC
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|
Braun-Bostich & Associates Inc.
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|
Oak Harbor Wealth Partners, Llc
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|
WestEnd Advisors, LLC
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BIP Wealth, LLC
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Aspire Growth Partners LLC
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|
Stordahl Capital Management, Inc.
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|
Beacon Investment Advisors Llc
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Kapitalo Investimentos Ltda
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|
Capasso Planning Partners LLC
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|
Aspire Private Capital, LLC
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|
McGuire Investment Group, LLC
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|
Boston Trust Walden Corp
|
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|
Atwood & Palmer Inc
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|
Blankinship & Foster, LLC
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|
Modus Advisors, LLC
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|
Axis Wealth Partners, LLC
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Summit Asset Management, LLC
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Genesee Capital Advisors, LLC
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Blue Chip Partners, Inc.
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Longview Financial Advisors, Inc.
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NorthStar Asset Management LLC /NJ/
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Healthcare Of Ontario Pension Plan Trust Fund
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|
United Asset Strategies, Inc.
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Heritage Investment Group, Inc.
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Invictus Private Wealth, Llc
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Armstrong Henry H Associates Inc
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|
Corepath Wealth Partners Llc
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|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
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|
|
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|
Walleye Trading LLC
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Green Harvest Asset Management LLC
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|
SFG Wealth Management, LLC.
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Cambridge Associates Llc /ma/ /adv
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Atlas Financial Advisors, Inc.
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|
Waterfront Wealth Inc.
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|
Adamsbrown Wealth Consultants Llc
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|
Apriem Advisors
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|
|
|
Financial Counselors Inc
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|
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|
Meitav Dash Investments Ltd
|
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|
|
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|
Vista Investment Partners Ii, Llc
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|
Comerica Bank
|
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|
SOA Wealth Advisors, LLC.
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|
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|
Genoa Capital Gestora de Recursos Ltda.
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|
Sonoma Private Wealth LLC
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|
Brasada Capital Management, Lp
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|
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|
M. Kraus & Co
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|
Fairview Capital Investment Management, Llc
|
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|
Hourglass Capital, Llc
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|
|
|
Fort Point Capital Partners LLC
|
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|
|
Investment Advisory Services Inc /tx /adv
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|
|
|
Allegheny Financial Group LTD
|
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|
Quotient Wealth Partners, LLC
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|
|
|
Richard W. Paul & Associates, LLC
|
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|
|
|
|
Fulcrum Capital LLC
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|
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|
Common Fund For Nonprofit Organizations
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|
|
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|
ADAR1 Capital Management, LLC
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|
Indie Asset Partners, LLC
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|
Fortress Private Ledger, Llc
|
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|
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|
Brickley Wealth Management
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|
|
|
|
Midwest Financial Group LLC
|
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|
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|
Financial Enhancement Group LLC
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|
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|
WMG Financial Advisors, LLC
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|
Orrstown Financial Services Inc
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|
Astoria Strategic Wealth, Inc.
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|
Mitchell Sinkler & Starr/pa
|
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|
Jump Financial, LLC
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|
Sather Financial Group Inc
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|
Rise Advisors, LLC
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|
Point72 Hong Kong Ltd
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Uptown Financial Advisors LLC
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|
Tull Financial Group, Inc.
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|
Cora Capital Advisors Llc
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Wealth Quarterback LLC
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|
First Horizon Advisors, Inc.
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|
Larson Financial Group LLC
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Centerpoint Advisors, LLC
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|
Legacy Financial Group, Inc.
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|
Principia Wealth Advisory, LLC
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|
Beach Point Capital Management LP
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|
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|
Geneva Partners, LLC
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|
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|
Norinchukin Bank, The
|
|
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|
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|
Asset Advisors Investment Management, LLC
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|
|
Asset Planning Services Inc /la/ /adv
|
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|
Creative Capital Management Investments LLC
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|
Anchor Investment Management, LLC
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|
Wolff Wiese Magana Llc
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|
WNY Asset Management, LLC
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|
Oldfather Financial Services, LLC
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|
DAVENPORT & Co LLC
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|
Folger Nolan Fleming Douglas Capital Management, Inc
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|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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|
|
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|
Icapital Wealth Llc
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|
Avantax Planning Partners, Inc.
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|
Congress Park Capital LLC
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|
Arbor Investment Advisors, LLC
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|
Schwarz Dygos Wheeler Investment Advisors Llc
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|
Moneda S.A. Administradora General de Fondos
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|
McGlone Suttner Wealth Management, Inc.
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|
Global Endowment Management, LP
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|
Henrickson Nauta Wealth Advisors, Inc.
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|
Three Bridge Wealth Advisors, LLC
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|
Bond & Devick Financial Network, Inc.
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Sonata Capital Group Inc
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Maia Wealth LLC
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Marshall & Sterling Wealth Advisors Inc.
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Piscataqua Savings Bank
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Pallas Capital Advisors LLC
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TRB Advisors LP
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Hollow Brook Wealth Management LLC
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Maplelane Capital, Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Capital A Wealth Management, LLC
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DDD Partners, LLC
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Sabby Management, Llc
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Morton Brown Family Wealth, LLC
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GSB Wealth Management, LLC
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Peterson Wealth Services
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MTC Wealth Management LLC
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Aviso Wealth Management
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Prestige Wealth Management Group LLC
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OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class
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Legacy Wealth Management, Inc
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Warberg Asset Management LLC
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Washington Capital Management Inc
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Red Cedar Investment Management, Llc
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Pegasus Asset Management, Inc.
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Fingerlakes Wealth Management, Inc.
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Mountain Pacific Investment Advisers Inc/id
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Omega Financial Group, LLC
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PFS Partners, LLC
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Hutchinson Capital Management/ca
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Synergy Financial Management, LLC
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October Effect Ltd
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Zevin Asset Management Llc
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Citizens Business Bank
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Phraction Management LLC
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Sunpointe, LLC
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Merit Financial Group, LLC
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Gwn Securities Inc.
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Hoge Financial Services, Llc
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Fiduciary Alliance LLC
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Elm3 Financial Group, LLC
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SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1
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Resources Management Corp /ct/ /adv
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Merkkuri Wealth Advisors LLC
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HWG Holdings LP
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Monetta Financial Services Inc
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Hara Capital LLC
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Aster Capital Management (DIFC) Ltd
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Clear Investment Research, Llc
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Belmont Capital, LLC
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Michels Family Financial, LLC
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Hudson Value Partners, LLC
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Vishria Bird Financial Group, LLC
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Allred Capital Management, LLC
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Walleye Capital LLC
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EagleClaw Capital Managment, LLC
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MTM Investment Management, LLC
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
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AlphaCore Capital LLC
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RBF Capital, LLC
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5th Street Advisors, LLC
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InTrack Investment Management Inc
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SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
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Corsair Capital Management, L.p.
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K.J. Harrison & Partners Inc
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Team Hewins, LLC
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Oversea-Chinese Banking CORP Ltd
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Tandem Investment Partners LLC
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Arcataur Capital Management LLC
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World Funds Trust - Cboe Vest US Large Cap 20% Buffer Strategies VI Fund Class Y Shares
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Morton Community Bank
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Texas Capital Bancshares Inc/tx
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Princeton Global Asset Management LLC
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Jones Financial Companies Lllp
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SILVER OAK SECURITIES, Inc
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Oarsman Capital, Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Pandora Wealth, Inc.
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Indiana Trust & Investment Management CO
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Westfuller Advisors, LLC
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Grant/GrossMendelsohn, LLC
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Shepherd Kaplan Krochuk, Llc
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Lifelong Wealth Advisors, Inc.
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4Thought Financial Group Inc.
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TFG Advisers LLC
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Mission Hills Financial Advisory, LLC
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Maryland Capital Advisors Inc.
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Aspire Capital Advisors LLC
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North Dallas Bank & Trust Co
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Ark & Tlk Investments, Llc
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Talisman Wealth Advisors LLC
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Hurlow Wealth Management Group, Inc.
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Capital CS Group, LLC
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Elite Financial, Inc.
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Lido Advisors, LLC
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HT Partners LLC
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Northwestern Mutual Wealth Management Co
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Fire Capital Management LLC
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Bernardo Wealth Planning LLC
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Community Financial Services Group, LLC
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Aptus Capital Advisors, LLC
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First Business Financial Services, Inc.
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King Wealth
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Rathbone Brothers plc
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Hamilton Capital Partners, Llc
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Cooper Financial Group
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Strategic Investment Advisors / MI
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EWG Elevate Inc.
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Morris Financial Concepts, Inc.
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Hilltop Wealth Advisors, Llc
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Mather Group, Llc.
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Ballast, Inc.
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Accelerate Investment Advisors LLC
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NorthRock Partners, LLC
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Pullen Investment Management, LLC
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Quantinno Capital Management LP
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Moneta Group Investment Advisors Llc
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Villere St Denis J & Co Llc
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Foster & Motley Inc
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Ironclad Investments LLC
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Nisa Investment Advisors, Llc
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Delta Accumulation, LLC
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Fortress Wealth Management, Inc.
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Spectrum Planning & Advisory Services Inc.
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WEBs ETF Trust - WEBs Defined Volatility SPY ETF
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Scarborough Advisors, LLC
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Independent Advisor Alliance
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Mv Capital Management, Inc.
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Monograph Wealth Advisors, Llc
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Lakeshore Financial Planning, Inc.
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Dana Investment Advisors, Inc.
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Skyline Advisors, Inc.
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UMA Financial Services, Inc.
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Helen Stephens Group, LLC
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Coalescence Partners Investment Management, LP
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Lowery Thomas, Llc
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CGC Financial Services, LLC
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JDM Financial Group LLC
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Kovack Advisors, Inc.
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Heritage Investors Management Corp
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Jarislowsky, Fraser Ltd
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Wynn Capital, LLC
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Armor Investment Advisors, LLC
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Farrow Financial Inc.
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Dynasty Wealth Management, Llc
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Symmetry Partners, LLC
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Smith, Moore & Co.
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Grove Street Fiduciary, LLC
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Westmount Partners, LLC
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Atlantic Private Wealth, LLC
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RHTX - Starboard Investment Trust - RH Tactical Outlook ETF
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Snowden Capital Advisors LLC
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BCS Private Wealth Management, Inc.
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Investmark Advisory Group LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Jupiter Wealth Management LLC
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South Plains Financial, Inc.
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Noesis Capital Mangement Corp
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Stenger Family Office, LLC
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NWF Advisory Services Inc.
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First National Bank & Trust Co Of Newtown
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Hm Payson & Co
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Bnc Wealth Management, Llc
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Mechanics Financial Corp
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Tsfg, Llc
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Cvfg Llc
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Walled Lake Planning & Wealth Management, Llc
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Macquarie Group Ltd
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EverSource Wealth Advisors, LLC
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Curran Financial Partners, LLC
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Gts Securities Llc
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Seneca Financial Advisors LLC
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Chapin Davis, Inc.
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Laffer Investments
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KSPY - Krane Shares Trust - KraneShares Hedgeye Hedged Equity Index ETF
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Somerville Kurt F
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Aft, Forsyth & Company, Inc.
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Regimen Wealth, Llc
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Exchange Bank
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Farmers & Merchants Investments Inc
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Wealth Effects Llc
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Turim 21 Investimentos Ltda.
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Allstate Corp
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Keeler & Nadler Financial Planning & Wealth Management
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Bristol Gate Capital Partners Inc.
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Lgl Partners, Llc
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Yukon Wealth Management, Inc.
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Optimum Investment Advisors
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Applied Capital LLC/FL
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Allspring Global Investments Holdings, LLC
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Freestate Advisors LLC
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Argent Trust Co
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Spectrum Financial Alliance Ltd LLC
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Marshall Investment Management, Llc
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Kingdom Financial Group LLC.
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Clarity Wealth Advisors, LLC
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TD Capital Management LLC
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REAP Financial Group, LLC
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Crew Capital Management, Ltd.
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Harfst & Associates, Inc.
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Claro Advisors LLC
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Mezzasalma Advisors, LLC
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Revisor Wealth Management LLC
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Solitude Financial Services
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Certus Wealth Management, LLC
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Williams & Novak, LLC
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Darrow Company, Inc.
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Allen Investment Management LLC
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Parallel Advisors, LLC
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Fiduciary Group LLC
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North Point Portfolio Managers Corp/oh
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Cherry Tree Wealth Management, LLC
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Skye Global Management LP
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Quattro Financial Advisors Llc
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Bluefin Capital Management, Llc
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Lake Street Financial Llc
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Trifecta Capital Advisors, LLC
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Fairvoy Private Wealth, LLC
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CarsonAllaria Wealth Management, Ltd.
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Northern Trust Corp
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Alerus Financial Na
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Peddock Capital Advisors, Llc
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Emerald Investment Partners, Llc
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Verger Capital Management LLC
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Baker Ellis Asset Management LLC
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FRG Family Wealth Advisors LLC
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Arrowroot Family Office, LLC
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Hopwood Financial Services, Inc.
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Olistico Wealth, LLC
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Vision Financial Markets Llc
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Avant Financial Advisors LLC
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Cruiser Capital Advisors, Llc
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Latko Wealth Management, Ltd.
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Oak Wealth Advisors LLC
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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Teramo Advisors, LLC
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Coastal Bridge Advisors, LLC
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David Kennon Inc
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Matauro, Llc
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Ausdal Financial Partners, Inc.
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Peavine Capital, Llc
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Concorde Asset Management, LLC
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Vickerman Investment Advisors, Inc.
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Diversify Wealth Management, Llc
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Hengehold Capital Management Llc
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Duncan Williams Asset Management, LLC
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First Bank & Trust
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Waddell & Associates, Llc
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Figure 8 Investment Strategies Llc
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Tillman Hartley LLC
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Camden National Bank
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Capital Investment Counsel, LLC
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Cherrydale Wealth Management, Llc
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Citizens & Northern Corp
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Waratah Capital Advisors Ltd.
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Meyer Handelman Co
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Financial Engines Advisors L.L.C.
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Worldquant Millennium Advisors Llc
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Bearing Point Capital, Llc
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Northeast Investment Management
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Td Private Client Wealth Llc
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Horizon Bancorp Inc /in/
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Kingdon Capital Management, L.l.c.
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Global Retirement Partners, LLC
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Ironwood Investment Counsel, LLC
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Everstar Asset Management, LLC
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Bienville Capital Management, LLC
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Asio Capital, LLC
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Fundamentun, Llc
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LifeSteps Financial, Inc.
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Harvest Investment Services, LLC
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Boothe Investment Group, Inc.
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Fiduciary Financial Group, Llc
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Alliance Wealth Management Group
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Raleigh Capital Management Inc.
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M1 Capital Management LLC
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Tudor Financial Inc.
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J. W. Coons Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
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Pine Ridge Advisers LLC
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Kraft, Davis & Associates, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Vivaldi Capital Management, LLC
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Financial Advisory Corp /ut/ /adv
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Grandview Asset Management LLC
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Estate Counselors, LLC
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Compass Financial Group, Inc.
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LongView Asset Management LLC
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Mcrae Capital Management Inc
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SC&H Financial Advisors, Inc.
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Silver Oak Advisory Group, Inc.
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Monument Group Wealth Advisors, LLC
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Manchester Capital Management LLC
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Liberty Square Wealth Partners Llc
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Montz Harcus Wealth Management LLC
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Simplicity Wealth,LLC
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Contravisory Investment Management, Inc.
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Mayport, Llc
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Atlas Wealth Partners, LLC
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Ethic Inc.
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Gleason Group, Inc.
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Optimist Retirement Group LLC
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Theory Financial Llc
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Koesten, Hirschmann & Crabtree, INC.
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Hudson Bay Capital Management LP
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Peoples Bank /oh
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Future Financial Wealth Managment LLC
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Hemington Wealth Management
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Mattern Capital Management, Llc
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Redmont Wealth Advisors Llc
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Gerber, Llc
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Financial Management Network Inc
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Portland Global Advisors LLC
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Wiser Wealth Management, Inc
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Asset Dedication, LLC
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Nixon Peabody Trust Co
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Tritonpoint Wealth, Llc
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Grant Private Wealth Management Inc
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Chris Bulman Inc
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Union Square Park Capital Management, LLC
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Transform Wealth, LLC
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Kellett Schaffner Wealth Advisors LLC
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Visionary Wealth Advisors
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Price T Rowe Associates Inc /md/
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Channel Wealth Llc
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Douglass Winthrop Advisors, LLC
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Juncture Wealth Strategies, Llc
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Signature Securities Group Corporation
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Stark Wealth Management LLC
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Tiemann Investment Advisors, Llc
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Retirement Solution Inc.
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Melfa Wealth Management, Llc
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Etesian Wealth Advisors, Inc.
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Yakira Capital Management, Inc.
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Elios Financial Group Inc.
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Washington Growth Strategies Llc
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Pioneer Trust Bank N A/or
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Cypress Capital Group
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Mayflower Financial Advisors, LLC
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Capital International Investors
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1832 Asset Management L.P.
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Baldwin Investment Management, LLC
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Stonehaven Wealth & Tax Solutions, Llc
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First American Bank
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Ironwood Wealth Management, LLC.
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Connable Office Inc
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Wolverine Trading, Llc
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Nova R Wealth, Inc.
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Great Lakes Retirement, Inc.
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YANKCOM Partnership
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Maltin Wealth Management, Inc.
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Nova Wealth Management, Inc.
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Iowa State Bank
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Boston Common Asset Management, LLC
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Clear Creek Financial Management, LLC
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tru Independence LLC
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Portland Financial Advisors Inc
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IFG Advisors, LLC
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Capstone Wealth Management Group LLC
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Wealth Advisory Solutions, LLC
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Stadion Money Management, LLC
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Level Wealth Management LLC
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Change Path, LLC
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Zurich Insurance Group Ltd/FI
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Roffman Miller Associates Inc /pa/
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Schechter Investment Advisors, LLC
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Vantage Financial Partners, LLC
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Intrepid Family Office Llc
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Clark Asset Management, LLC
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J2 Capital Management Inc
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Oak Asset Management, LLC
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Strategic Point Investment Advisors, LLC
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B & T Capital Management DBA Alpha Capital Management
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Retirement Income Solutions, Inc
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Dravo Bay Llc
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IMG Wealth Management, Inc.
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Mirae Asset Securities (usa) Inc.
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Board of Trustees of The Leland Stanford Junior University
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Tlwm
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Metlife Inc
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Kestra Advisory Services, LLC
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Lafayette Investments, Inc.
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Farallon Capital Management Llc
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Guggenheim Capital Llc
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Lazari Capital Management, Inc.
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ESL Trust Services, LLC
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Inspire Advisors, LLC
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Rockefeller Capital Management L.P.
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Silvia Mccoll Wealth Management, Llc
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Willis Johnson & Associates, Inc.
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Wallace Hart LLC
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Pcg Asset Management, Llc
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Arcadia Wealth Management, Inc.
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Bragg Financial Advisors, Inc
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Spectrum Strategic Capital Management, LLC
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Heritage Wealth Partners, LLC
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Barton Investment Management
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Verum Partners LLC
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Strs Ohio
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Better Money Decisions, LLC
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Performa Ltd (US), LLC
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Sugar Maple Asset Management, LLC
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|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Hudson Valley Investment Advisors Inc /adv
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Whalerock Point Partners, Llc
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Isthmus Partners, Llc
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Hendershot Investments Inc.
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Financial Security Advisor, Inc.
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Bank & Trust Co
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Wolverine Asset Management Llc
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BLVD Private Wealth, LLC
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Legacy Advisors, LLC
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Financial Guidance Group, Inc.
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ATESX - Northern Lights Fund Trust IV - Anchor Risk Managed Equity Strategies Fund Institutional Class
|
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Coastwise Capital Group, LLC
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Mount Yale Investment Advisors, LLC
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Fulcrum Equity Management
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Sumitomo Mitsui Financial Group, Inc.
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Chelsea Counsel Co
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Dean, Jacobson Financial Services, LLC
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Finley Financial, LLC
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Park Place Capital Corp
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|
Elliott Investment Management L.P.
|
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|
Partners in Financial Planning
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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North Berkeley Wealth Management, LLC
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Cohen & Steers, Inc.
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Concord Asset Management, LLC/VA
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Hanson & Doremus Investment Management
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Park Capital Management, LLC / WI
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REDW Wealth LLC
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Warner Financial, Inc
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Parsons Capital Management Inc/ri
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Bonfire Financial
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|
Copia Wealth Management
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Audent Global Asset Management, LLC
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Mine & Arao Wealth Creation & Management, LLC.
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JP Wealth Management, Inc.
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Deer Park Road Corp
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Wimmer Associates 1, Llc
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ClearAlpha Technologies LP
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Frisch Financial Group, Inc.
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|
Ibex Wealth Advisors
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Flagstone Financial Management
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|
Elser Financial Planning, Inc
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Paradigm, Strategies in Wealth Management, LLC
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Lee Johnson Capital Management, Llc
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Ulland Investment Advisors, LLC
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Jamison Private Wealth Management, Inc.
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American Alpha Advisors, LLC
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Jacobson & Schmitt Advisors, Llc
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|
Tsai Capital Corp
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|
RiverGlades Family Offices LLC
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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Avanda Investment Management Pte. Ltd.
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|
Davis-rea Ltd.
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Fi3 FINANCIAL ADVISORS, LLC
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Smithbridge Asset Management Inc/de
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FC Advisory LLC
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|
Ubs Oconnor Llc
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Nuveen, LLC
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Dearborn Partners Llc
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Linscomb & Williams, Inc.
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Ipsen Advisor Group LLC
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First United Bank Trust/
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|
Hiddenite Capital Partners LP
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|
Lebenthal Global Advisors, LLC
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|
Academy Capital Management Inc/tx
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|
Lodestar Private Asset Management Llc
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|
Cerberus Capital Management, L.P.
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|
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|
Lincoln Capital LLC
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|
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|
Adapt Wealth Advisors, Llc
|
|
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|
|
|
Concord Wealth Partners
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|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Magnolia Capital Advisors Llc
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|
Armor Advisors, L.l.c.
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|
Triumph Capital Management
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|
Relyea Zuckerberg Hanson LLC
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
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|
EP Wealth Advisors, Inc.
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|
Kelly Financial Group Llc
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Roman Butler Fullerton & Co
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|
Bingham Private Wealth, Llc
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|
MeadowBrook Investment Advisors LLC
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|
Daido Life Insurance Co
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|
EPG Wealth Management LLC
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|
Journey Strategic Wealth Llc
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|
Smith, Salley & Associates
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|
Picton Mahoney Asset Management
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|
Oliver Lagore Vanvalin Investment Group
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|
Marietta Wealth Management, LLC
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|
JustInvest LLC
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|
Integrated Capital Management, LLC
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|
Azimuth Capital Investment Management LLC
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|
Adaptive Financial Consulting, LLC
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Private Wealth Partners, LLC
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Clientfirst Wealth Management, LLC
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Walker Financial Services, Inc.
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|
First Manhattan Co
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Gill Capital Partners, Llc
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Stone House Investment Management, LLC
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Toroso Investments, LLC
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FSA Advisors, Inc.
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V. M. Manning & Co., Inc.
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ONE Advisory Partners, LLC
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Decatur Capital Management, Inc.
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West Financial Advisors, LLC
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Elmwood Wealth Management, Inc.
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Smith Thornton Advisors LLC
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Stony Point Wealth Management Inc.
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GKV Capital Management Co., Inc.
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Codex Capital Asset Management L.L.C.
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Glenorchy Capital Ltd
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|
Lynch & Associates/in
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|
Brian Low Financial Group, Llc
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Hills Bank & Trust Co
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Columbus Macro, LLC
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Harbor Asset Planning, Inc.
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Alpha Financial Advisors, LLC
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Rialto Wealth Management, LLC
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|
Ckw Financial Group
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Florida Financial Advisors, Llc
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Insight 2811, Inc.
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PointState Capital LP
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Pinnacle Bancorp, Inc.
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Abacus Wealth Partners, LLC
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Vested Financial Planning, LLC
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Leslie Global Wealth, LLC
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AdvisorNet Financial, Inc
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Granite Harbor Advisors, Inc.
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Unique Wealth, Llc
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AllSquare Wealth Management LLC
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|
Stratos Wealth Partners, LTD.
|
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|
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|
Black Swift Group, LLC
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|
Chicago Partners Investment Group LLC
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|
May Barnhard Investments LLC
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Drucker Wealth 3.0, LLC
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Sunbelt Securities, Inc.
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SMI Advisory Services, LLC
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Impact Capital Partners LLC
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SRS Capital Advisors, Inc.
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|
Spears Abacus Advisors LLC
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VanderPol Investments L.L.C.
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|
Aviso Financial Inc.
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|
OxenFree Capital LLC
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|
Lionsbridge Wealth Management LLC
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|
Weaver Consulting Group
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|
StoneX Group Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Means Investment Co., Inc.
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|
Evernest Financial Advisors, LLC
|
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|
Cozad Asset Management Inc
|
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|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Schaeffer Financial LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
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|
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|
Money Concepts Capital Corp
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|
Beacon Investment Advisory Services, Inc.
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|
Ruggaard & Associates LLC
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|
AG Asset Advisory, LLC
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|
Sentinel Trust Co Lba
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|
Marquette Associates, Inc.
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|
Hassell Wealth Management, LLC
|
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|
Proathlete Wealth Management Llc
|
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|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
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|
|
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|
American Institute for Advanced Investment Management, LLP
|
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|
|
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|
Cartenna Capital, LP
|
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|
Blueprint Investment Partners LLC
|
|
|
|
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|
Greenvale Capital LLP
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
BUYW - Northern Lights Fund Trust IV - Main BuyWrite ETF
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
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|
|
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|
Slagle Financial, LLC
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|
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|
Capital Research Global Investors
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|
Umb Bank N A/mo
|
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|
Nbc Securities, Inc.
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|
Alteri Wealth LLC
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|
Sender Co & Partners, Inc.
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|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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|
|
|
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|
Vestmark Advisory Solutions, Inc.
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|
|
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|
Infrastructure Capital Advisors, Llc
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|
|
|
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|
Massmutual Trust Co Fsb/adv
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|
|
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|
Castle Wealth Management Llc
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|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Marcho Partners LLP
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
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Falcon Wealth Planning
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Panagora Asset Management Inc
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Steinberg Asset Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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Warwick Investment Management, Inc.
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ELCO Management Co., LLC
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Wealthcare Advisory Partners LLC
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First PREMIER Bank
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National Asset Management, Inc.
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Symphony Financial, Ltd. Co.
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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Puff Wealth Management, Llc
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Kmt Wealth Management, Llc
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Novare Capital Management Llc
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Ardsley Advisory Partners Lp
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Neumann Capital Management, LLC
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BridgePort Financial Solutions, LLC
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Prosperity Financial Group, Inc.
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Sterling Capital Management LLC
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Argent Advisors, Inc.
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Kimelman & Baird, LLC
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Halbert Hargrove Global Advisors, Llc
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USAdvisors Wealth Management, LLC
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Marathon Trading Investment Management LLC
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Cantor Fitzgerald, L. P.
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Resolute Advisors LLC
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TFR Capital, LLC.
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Gs Investments, Inc.
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KilterHowling LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class
|
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|
|
|
|
White Pine Capital Llc
|
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|
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|
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Snider Financial Group
|
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|
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|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
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Ade, Llc
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Element Pointe Advisors, Llc
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Legend Financial Advisors, Inc.
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Wealth Preservation Advisors, LLC
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Barrett & Company, Inc.
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Kagan Cocozza Asset Management
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Sound Stewardship, LLC
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Mission Creek Capital Partners, Inc.
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Muirfield Wealth Advisors Llc
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Arrow Financial Corp
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Keener Financial Planning LLC
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Compass Capital Management, Inc
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Hurley Capital, LLC
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Central Valley Advisors, Llc
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Arcadia Investment Advisors Llc
|
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Legacy Wealth Managment, LLC/ID
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Exeter Financial, LLC
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WealthPlan Investment Management, LLC
|
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Oak Harvest Investment Services
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Wealthgarden F.s. Llc
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Harbour Capital Advisors, LLC
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Security Financial Services, INC.
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Pitti Group Wealth Management, LLC
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Fort Sheridan Advisors Llc
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Global Assets Advisory, LLC
|
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Perritt Capital Management Inc
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Shulman DeMeo Asset Management LLC
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Financial Partners Group, LLC
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Baxter Bros Inc
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McKinley Carter Wealth Services, Inc.
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Invenio Wealth Partners Llc
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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626 Financial, LLC
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|
BlackBarn Capital Partners LP
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Noble Wealth Management PBC
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Financiere des Professionnels - Fonds d,investissement inc.
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Summit Investment Advisory Services, LLC
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Global Financial Private Client, LLC
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Beacon Wealthcare LLC
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Arlington Trust Co LLC
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Future Fund LLC
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Moors & Cabot, Inc.
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Taiyo Life Insurance Co
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Bellecapital International Ltd.
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Ascension Capital Advisors, Inc.
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
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17 Capital Partners, Llc
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PCG Wealth Advisors, LLC
|
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Reliant Investment Partners, LLC
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Bouchey Financial Group Ltd
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HAP Trading, LLC
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CVS HEALTH Corp
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Mathes Company, Inc.
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Thor Trading Advisors, Llc
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HighTower Advisors, LLC
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Independent Investors Inc
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Apella Capital, LLC
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L.K. Benson & Company, P.C.
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BOK Financial Private Wealth, Inc.
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Midwest Professional Planners, LTD.
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Grant Street Asset Management, Inc.
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Parkside Investments, LLC
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Swmg, Llc
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Heritage Family Offices, LLP
|
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|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
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Ami Investment Management Inc
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Founders Financial Securities Llc
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Quest 10 Wealth Builders, Inc.
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Newman Dignan & Sheerar, Inc.
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German American Bancorp, Inc.
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Davis Capital Management
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Russell Investments Group, Ltd.
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Spring Capital Management, Llc
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Marshall Wace, Llp
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Mason & Associates, LLC
|
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|
Jpmorgan Chase & Co
|
|
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|
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|
Parr Mcknight Wealth Management Group, Llc
|
|
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|
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|
Abundance Wealth Counselors
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Bayesian Capital Management, LP
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Mach-1 Financial Group, Inc.
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Actinver Wealth Management, Inc.
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Ferguson Wellman Capital Management, Inc
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Security National Bank
|
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Scopus Asset Management, L.p.
|
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|
|
Legacy Private Trust Co.
|
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|
Parisi Gray Wealth Management
|
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|
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|
|
Gemmer Asset Management LLC
|
|
|
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|
|
Trust Asset Management LLC
|
|
|
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|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Texas Treasury Safekeeping Trust Co
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Anson Funds Management LP
|
|
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|
|
Minot DeBlois Advisors LLC
|
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|
|
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|
Bogart Wealth, LLC
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|
|
Bolthouse Investments, LLC
|
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|
|
J. Goldman & Co LP
|
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|
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|
|
Encompass More Asset Management
|
|
|
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|
|
Edge Financial Advisors LLC
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|
Juniper Hill Capital Management, LP
|
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|
Centaurus Financial, Inc.
|
|
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|
Arq Wealth Advisors, Llc
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
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|
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|
Hobbs Group Advisors, LLC
|
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|
JCIC Asset Management Inc.
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
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|
Certior Financial Group, Llc
|
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|
|
Aristeia Capital Llc
|
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|
Baltimore-Washington Financial Advisors, Inc.
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|
Colony Family Offices, LLC
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|
Redhawk Wealth Advisors, Inc.
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|
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|
Papp L Roy & Associates
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|
DHJJ Financial Advisors, Ltd.
|
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|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Helix Partners Management LP
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
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|
SeaBridge Investment Advisors LLC
|
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|
Ipswich Investment Management Co., Inc.
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|
Mark Asset Management Lp
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|
Per Stirling Capital Management, LLC.
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|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Medici Capital Llc
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|
Gallagher Capital Advisors, LLC
|
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|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
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|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Anson Capital, Inc.
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|
|
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|
Trust Co of the South
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|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Acute Investment Advisory, Llc
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Traction Financial Partners, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
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|
Anchor Capital Management Group Inc
|
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|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
JDAEX - James Alpha Funds Trust - James Alpha Managed Risk Domestic Equity Fund Class A
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
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|
|
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|
Westhampton Capital, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
RNECX - Mutual Fund & Variable Insurance Trust - Rational/RGN Hedged Equity Fund Class C
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
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|
|
|
|
QTR Family Wealth, LLC
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|
|
|
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|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
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|
|
|
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|
Beutel, Goodman & Co Ltd.
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|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
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|
|
|
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|
Bell Bank
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Hunter Perkins Capital Management, LLC
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Graney & King, LLC
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Millburn Ridgefield Corp
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Palogic Value Management, L.P.
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Trivant Custom Portfolio Group, LLC
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RedJay Asset Management Inc.
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One Capital Management, LLC
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Wambolt & Associates, LLC
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Rockwood Wealth Management, LLC
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Belvedere Trading LLC
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Independent Family Office, LLC
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Banco Santander, S.A.
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Lbmc Investment Advisors, Llc
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Middleton & Co Inc/ma
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Key Client Fiduciary Advisors, LLC
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Summit Financial Strategies, Inc.
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Stegner Investment Associates Inc.
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HCR Wealth Advisors
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Cassaday & Co Wealth Management LLC
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Tolleson Wealth Management, Inc.
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Autumn Glory Partners, LLC
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True North Advisors, LLC
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Brown Financial Advisory
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Teachers Insurance & Annuity Association Of America
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CoreFirst Bank & Trust
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Baker Avenue Asset Management, LP
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Lakeridge Wealth Management LLC
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StoneCrest Wealth Management, Inc.
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Martin Capital Advisors, LLP
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Delta Investment Management, LLC
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BUIGX - World Funds Trust - CBOE Vest S&P 500 Buffer Strategy Fund Institutional Class Shares
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Castle Rock Wealth Management, LLC
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Variant Private Wealth, LLC
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Brooks, Moore & Associates, Inc.
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Fortis Capital Management LLC
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Everett Harris & Co /ca/
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IPG Investment Advisors LLC
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BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
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Whitford Management LLC
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Beck Bode, LLC
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Chapman Investment Management, LLC
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Robbins Farley Llc
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Powell Investment Advisors, LLC
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DecisionMap Wealth Management, LLC
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Rehmann Capital Advisory Group
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Wexford Capital Lp
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Grantham, Mayo, Van Otterloo & Co. LLC
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Deutsche Bank Ag\
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Bfsg, Llc
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Strategy Asset Managers Llc
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Ryan Investment Management, Inc.
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Tocqueville Asset Management L.p.
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TIG Advisors, LLC
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Partnership Wealth Management, LLC
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Independence Bank of Kentucky
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RFP Financial Group LLC
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GK Wealth Management LLC
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Climber Capital SA
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PFW Advisors LLC
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JGP Wealth Management, LLC
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III Capital Management
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SMART Wealth LLC
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Pensionmark Financial Group, Llc
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Moore Capital Management, Lp
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Goldman Sachs Group Inc
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Ballast Advisors Llc
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Sheaff Brock Investment Advisors, LLC
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Kiker Wealth Management, LLC
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Pinnacle Financial Partners Inc
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Morton Capital Management LLC/CA
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Professional Financial Advisors, LLC
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Apollon Financial, LLC
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F&V Capital Management, LLC
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Central Bank & Trust Co
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Aegis Wealth Management LLC
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Front Street Capital Management, Inc.
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Valley Forge Investment Consultants Inc Adv
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Ntv Asset Management Llc
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Polar Asset Management Partners Inc.
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Sage Rhino Capital Llc
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Zevenbergen Capital Investments Llc
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Bizma Investimentos Ltda
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Hartland & Co., LLC
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Tredje AP-fonden
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Sycale Advisors (NY) LLC
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Cooper Capital Advisors LLC
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IFG Advisory, LLC
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Truepoint, Inc.
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Waypoint Wealth Partners Inc.
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Pacific Wealth Management
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Kaye Capital Management
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Vestor Capital, Llc
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Brinker Capital Investments, LLC
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Baird Financial Group, Inc.
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Landaas & Co /wi /adv
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Great Oak Capital Partners, Llc
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Sachetta, LLC
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Capital Fund Management S.a.
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OMNI 360 Wealth, Inc.
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Trans-Canada Capital Inc.
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Garde Capital, Inc.
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Quadcap Wealth Management, LLC
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Capital Investment Advisory Services, LLC
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RBA Wealth Management, LLC
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Miller Financial Services LLC
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Pentwater Capital Management LP
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Eminence Capital, Lp
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Madison Asset Management, LLC
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Parkworth Wealth Management, Inc.
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Fft Wealth Management Llc
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Petrus Trust Company, LTA
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GGM Financials LLC
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Compagnie Lombard Odier SCmA
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Sound Income Strategies, LLC
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WESCAP Management Group, Inc.
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Cranbrook Wealth Management, LLC
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Pacific Financial Group Inc
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Orca Investment Management, LLC
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Cathy Pareto & Associates, Inc
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Cliftonlarsonallen Wealth Advisors, Llc
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OLIO Financial Planning
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Investment House Llc
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Sentry LLC
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Banque Transatlantique SA
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Condor Capital Management
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Welch Group, LLC
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Finer Wealth Management, Inc.
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Badgley Phelps Wealth Managers, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Windsor Capital Management, LLC
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Logan Stone Capital, LLC
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Osborne Partners Capital Management, Llc
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TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
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Becker Capital Management Inc
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Accredited Investor Services, Llc
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Latitude Advisors, LLC
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
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GAMMA Investing LLC
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MWA Asset Management
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Peak Financial Management, Inc.
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GHP Investment Advisors, Inc.
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Libra Wealth Llc
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Pin Oak Investment Advisors Inc
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First Financial Bank - Trust Division
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Fonville Wealth Management LLC
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Cyndeo Wealth Partners, LLC
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Dunhill Financial, LLC
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West Branch Capital LLC
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HF - Tidal Trust II - DGA Absolute Return ETF
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Alaska Permanent Capital Management
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InvesTrust
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CSM Advisors, LLC
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Spectrum Wealth Advisory Group, LLC
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AGH Wealth Advisors, LLC
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Laird Norton Trust Company, Llc
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Iron Financial, LLC
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ASR Vermogensbeheer N.V.
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Shaker Financial Services, LLC
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Acas, Llc
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Plum Street Advisors, LLC
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Coco Enterprises, LLC
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Hubbell Strickland Wealth Management, LLC
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Founders Grove Wealth Partners, Llc
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Rockingstone Advisors LLC
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Burns J W & Co Inc/ny
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Allen Mooney & Barnes Investment Advisors LLC
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Fiduciary Wealth Partners, LLC
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Hsbc Holdings Plc
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Bnp Paribas Arbitrage, Sa
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Navalign, LLC
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Covenant Asset Management, LLC
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Davidson Trust Co
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Fidelity D & D Bancorp Inc
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Paulson Wealth Management Inc.
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Salem Investment Counselors Inc
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Bank of New Hampshire
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Clarity Asset Management, Inc.
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Venture Visionary Partners LLC
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Tandem Financial, LLC
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Abbot Financial Management, Inc.
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Avid Wealth Partners LLC
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Alpine Bank Wealth Management
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Addison Advisors LLC
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Litman Gregory Asset Management LLC
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Greykasell Wealth Strategies, Inc.
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Masters Capital Management Llc
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Seelaus Asset Management LLC
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Md Sass Investors Services Inc
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Brown Shipley& Co Ltd
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Federation des caisses Desjardins du Quebec
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Cheviot Value Management, LLC
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Vise Technologies, Inc.
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BCGM Wealth Management, LLC
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Finward Bancorp
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Knightsbridge Asset Management, Llc
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Southland Equity Partners LLC
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Able Wealth Management LLC
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Verde Capital Management
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Thomas Story & Son Llc
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Proficio Capital Partners LLC
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Schulhoff & Co Inc
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Lee Financial Co
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Promus Capital, LLC
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Community Bank of Raymore
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Merrion Investment Management Co, LLC
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Bank Of America Corp /de/
|
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White Knight Strategic Wealth Advisors, LLC
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Palisade Capital Management Llc/nj
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Granite Bay Wealth Management, LLC
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North Forty Two & Co.
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Family Legacy, Inc.
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Empower Advisory Group, LLC
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Park Avenue Securities Llc
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Strategic Family Wealth Counselors, L.L.C.
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Unison Asset Management LLC
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Buttonwood Financial Advisors Inc.
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Investment Management Corp /va/ /adv
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Ameliora Wealth Management Ltd.
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Greenwood Capital Associates Llc
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
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Ieq Capital, Llc
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3EDGE Asset Management, LP
|
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|
Pittenger & Anderson Inc
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|
Financial Life Planners
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|
Embree Financial Group
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Philosophy Capital Management LLC
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Oxinas Partners Wealth Management LLC
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Atria Investments Llc
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Yarger Wealth Strategies, Llc
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CJM Wealth Advisers, Ltd.
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Zazove Associates Llc
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SCS Capital Management LLC
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Safeguard Financial, LLC
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Eagle Bay Advisors LLC
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Courage Miller Partners, LLC
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Strathmore Capital Advisors, Inc.
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Courage Capital Management Llc
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Pinnacle Family Advisors, LLC
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Aqr Capital Management Llc
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Adirondack Trust Co
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CIBC Asset Management Inc
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Essential Planning, LLC.
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Morse Asset Management, Inc
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ERn Financial, LLC
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Hummer Financial Advisory Services Inc
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Wayfinding Financial, LLC
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City National Bank Of Florida /msd
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Sanders Capital, LLC
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Regal Investment Advisors LLC
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MidAtlantic Capital Management, Inc.
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LPL Financial LLC
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Sfm, Llc
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Ramsay, Stattman, Vela & Price, Inc.
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
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TrueWealth Financial Partners
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Mystic Asset Management, Inc.
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Lester Murray Antman dba SimplyRich
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Pinkerton Retirement Specialists, LLC
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Willow Creek Wealth Management Inc.
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Fortitude Family Office, LLC
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Johnson Financial Group, Inc.
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Mb, Levis & Associates, Llc
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BCJ Capital Management, LLC
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Options Solutions, Llc
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Montecito Bank & Trust
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Verdence Capital Advisors LLC
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Private Wealth Asset Management, LLC
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Diligent Investors, LLC
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Scott Marsh Financial, LLC
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Madrona Financial Services, LLC
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Sageworth Trust Co
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Hrt Financial Lp
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DMKC Advisory Services, LLC
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Cohen Klingenstein LLC
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Valpey Financial Services, LLC
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Trevian Wealth Management LLC
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Campbell Deegan Wealth Management, LLC
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Beverly Hills Private Wealth, LLC
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CAPROCK Group, Inc.
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Founders Capital Management
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DecisionPoint Financial, LLC
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Peregrine Asset Advisers, Inc.
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Insigneo Advisory Services, Llc
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Summit Place Financial Advisors, LLC
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Blue Fin Capital, Inc.
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PYA Waltman Capital, LLC
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Pinnacle Associates Ltd
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Pure Financial Advisors, Inc.
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Xcel Wealth Management, LLC
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Strata Wealth Advisors, LLC
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Cohen & Steers Closed-end Opportunity Fund, Inc.
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Integris Wealth Management, LLC
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Pine Harbor Wealth Management, LLC
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40 North Management LLC
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Greenleaf Trust
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Good Steward Wealth Advisors,LLC
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Check Capital Management Inc/ca
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Intact Investment Management Inc.
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Absolute Capital Management, LLC
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Shepherd Financial Partners LLC
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Bank Of Stockton
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Mason & Associates Inc
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Van Cleef Asset Management,Inc
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Congress Asset Management Co /ma
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Little Harbor Advisors, LLC
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Blueprint Financial Advisors LLC
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Sequent Asset Management, LLC
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Core Wealth Advisors, Inc.
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Morgan Dempsey Capital Management Llc
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Lauterbach Financial Advisors, LLC
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Oakwell Private Wealth Management, LLC
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RAM Investment Partners, LLC
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Diversified Portfolios, Inc.
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Northeast Planning Associates, Inc. / Nh /
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Encompass Wealth Advisors, Llc
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Mma Asset Management Llc
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Werba Rubin Papier Wealth Management
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Canopy Partners, LLC
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Fifth Third Wealth Advisors LLC
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Daiwa Securities Group Inc.
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Prudent Investors Network
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Main Management LLC
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Newton One Investments LLC
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Accordant Advisory Group Inc
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Pinnacle Holdings, LLC
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Ensign Peak Advisors, Inc
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
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Retirement Planning Co of New England, Inc.
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Gen-Wealth Partners Inc
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Rockland Trust Co
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Higgins & Schmidt Wealth Strategies LLC
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First Commonwealth Financial Corp /pa/
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New England Private Wealth Advisors LLC
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Bank Julius Baer & Co. Ltd, Zurich
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O'Connor Financial Group LLC
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Impact Partnership Wealth, LLC
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Requisite Capital Management, LLC
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Birch Hill Investment Advisors LLC
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Atria Wealth Solutions, Inc.
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Charles Schwab Trust Co
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Eliot Finkel Investment Counsel, LLC
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Acima Private Wealth, Llc
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GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF
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DWUS - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM US Core ETF
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M Holdings Securities, Inc.
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Asset Management One Co., Ltd.
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Neuberger Berman Group LLC
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Root Financial Partners, LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Crumly & Associates Inc.
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Marex Group plc
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Ellevest, Inc.
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Sentinel Pension Advisors Inc
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Murchinson Ltd.
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Collaborative Wealth Managment Inc.
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Pacific Asset Management, LLC
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Myecfo, Llc
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First County Bank /CT/
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IronBridge Private Wealth, LLC
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RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
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IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
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Strategic Investment Management, Llc
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Pingora Partners LLC
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Poehling Capital Management, LLC
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Stephens Consulting, LLC
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Thrivent Financial For Lutherans
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CMT Capital Markets Trading GmbH
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Pnc Financial Services Group, Inc.
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Madison Wealth Partners, Inc
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Versant Capital Management, Inc
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OneAscent Wealth Management LLC
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Capital Advisors Inc/ok
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Commerce Bank
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Palo Ds Manager Llc
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Premier Financial Group
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Prism Advisors, Inc.
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RW Investment Management LLC
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Legacy Trust
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Buckingham Strategic Partners
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Mml Investors Services, Llc
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Mascoma Wealth Management LLC
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Beacon Capital Management, Inc.
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Hall Capital Management Co Inc
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Beirne Wealth Consulting Services, LLC
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Colonial River Wealth Management, LLC
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Capital Management Associates, Inc
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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Systematic Alpha Investments, LLC
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Stockman Wealth Management, Inc.
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Enzi Wealth
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Geometric Wealth Advisors
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Lyell Wealth Management, Lp
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Buckhead Capital Management Llc
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Clark Estates Inc/ny
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Orchard Capital Managment, LLC
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Focused Wealth Management, Inc
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Watts Gwilliam & Co., LLC
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Integrated Investment Consultants, LLC
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Appleton Partners Inc/ma
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Koshinski Asset Management, Inc.
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Alliancebernstein L.p.
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Milestone Asset Management Group, LLC
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Brandywine Trust Co
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Trellis Wealth Advisors LLC
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XTX Topco Ltd
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Roberts Glore & Co Inc /il/
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Consolidated Investment Group LLC
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TFB Advisors LLC
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Cambridge Capital Management, Llc
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Foster Dykema Cabot & Partners, Llc
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Pictet & Cie (Europe) SA
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Elyxium Wealth, LLC
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Berkeley Capital Partners, LLC
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Ruedi Wealth Management, Inc.
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Meadow Creek Wealth Advisors Llc
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Yardley Wealth Management LLC
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Councilmark Asset Management, LLC
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Equita Financial Network, Inc.
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Grange Capital, LLC
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Parvin Asset Management, LLC
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Wellington Shields & Co., LLC
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Warren Averett Asset Management, LLC
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Prescott Group Capital Management, L.l.c.
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Weiss Asset Management LP
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Shaker Investments Llc/oh
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AJ Advisors, LLC
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TPG Advisors LLC
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AssuredPartners Investment Advisors, LLC
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Carter Financial Group, INC.
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SNS Financial Group, LLC
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Cornerstone Advisors Asset Management, Inc
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Sunflower Bank, N.A.
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WFA Asset Management Corp
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Prepared Retirement Institute LLC
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Astra Wealth Partners LLC
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Jane Street Group, Llc
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Sfmg, Llc
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Worth Financial Advisory Group, LLC
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McLean Asset Management Corp
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Moser Wealth Advisors, LLC
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Vista Investment Partners Llc
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Coordinated Financial Services, Inc.
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Bruce G. Allen Investments, LLC
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Loudon Investment Management, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
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Jackson Thornton Asset Management, Llc
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LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
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Private Capital Advisors, Inc.
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Symmetry Investments LP
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Lighthouse Financial LLC
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Dougherty Wealth Advisers LLC
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|
DORVAL Corp
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|
Field & Main Bank
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|
Edgewood Management Llc
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|
Howard Hughes Medical Institute
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4J Wealth Management LLC
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Teamwork Financial Advisors, LLC
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Holocene Advisors, LP
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Ttp Investments, Inc.
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Farther Finance Advisors, LLC
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Lavaca Capital Llc
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Essex Financial Services, Inc.
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Heritage Trust Co
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Montis Financial, LLC
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|
Viawealth, Llc
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Kerntke Otto McGlone Wealth Management Group
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IMA Wealth, Inc.
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Glenview Trust Co
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Fusion Family Wealth LLC
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|
Woodard & Co Asset Management Group Inc /adv
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|
Magnus Financial Group LLC
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|
Howard Wealth Management, Llc
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Onyx Bridge Wealth Group LLC
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|
Tikvah Management LLC
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JTC Employer Solutions Trusteee Ltd
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Disciplined Investments, LLC
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Towercrest Capital Management
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Texas Yale Capital Corp.
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Allium Financial Advisors, Llc
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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|
Van Hulzen Asset Management, LLC
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CBIZ Investment Advisory Services, LLC
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Alpine Global Management, LLC
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Goldstream Capital Management Ltd
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Burt Wealth Advisors
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Reynders McVeigh Capital Management, LLC
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Ogorek Anthony Joseph /ny/ /adv
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MetLife Investment Management, LLC
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Cascade Financial Partners, LLC
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|
Alkeon Capital Management Llc
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GQG Partners LLC
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San Luis Wealth Advisors LLC
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|
Bull Oak Capital, LLC
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|
Brown Advisory Inc
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Marcum Wealth, LLC
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River Street Advisors LLC
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Axos Invest Inc.
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|
Cetera Investment Advisers
|
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Transatlantique Private Wealth Llc
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|
Allianz Asset Management GmbH
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|
GeoWealth Management, LLC
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|
Paradigm Financial Partners, Llc
|
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|
Cardinal Capital Management
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|
Davidson Investment Advisors
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|
Gordian Advisors LLC
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|
Valtinson Bruner Financial Planning LLC
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|
Kaizen Financial Strategies
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|
Disciplined Investors, L.L.C.
|
|
|
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Mirador Capital Partners LP
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Redwood Financial Network Corp
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Tarbox Family Office, Inc.
|
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|
Petredis Investment Advisors Llc
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Central Asset Investments & Management Holdings (HK) Ltd
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|
Bank Of Nova Scotia Trust Co
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|
Culbertson A N & Co Inc
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Mitchell Mcleod Pugh & Williams Inc
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Vermillion Wealth Management, Inc.
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|
Garda Capital Partners Lp
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Private Advisor Group, LLC
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Krs Capital Management, Llc
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Horizons Wealth Management
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|
Clune & Associates, Ltd.
|
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|
Insight Wealth Strategies, LLC
|
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|
Plancorp, LLC
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|
James Hambro & Partners
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|
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|
Venturi Wealth Management, LLC
|
|
|
|
|
|
JB Capital LLC
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|
|
|
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|
FLC Capital Advisors
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|
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|
AlphaQ Advisors LLC
|
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Titleist Asset Management, Llc
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Krane Funds Advisors LLC
|
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|
Planned Solutions, Inc.
|
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|
Strategies Wealth Advisors, LLC
|
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|
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|
Trustees of Columbia University in the City of New York
|
|
|
|
|
|
ENGAX - World Funds Trust - CBOE Vest S&P 500 Enhanced Growth Strategy Fund Class A Shares
|
|
|
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|
Consolidated Planning Corp
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|
Bear Mountain Capital, Inc.
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AMJ Financial Wealth Management
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|
Tilia Fiduciary Partners, Inc.
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|
Personal Cfo Solutions, Llc
|
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|
LBETX - Northern Lights Fund Trust IV - Low Beta Tactical 500 Fund Institutional Class
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|
|
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|
McAdam, LLC
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|
Little House Capital Llc
|
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|
NorthCrest Asset Manangement, LLC
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|
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|
First Western Trust Bank
|
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|
Fortitude Financial, LLC
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|
Sterling Group Wealth Management, LLC
|
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|
Safeguard Investment Advisory Group, LLC
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|
|
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|
Stone Point Wealth LLC
|
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|
Sunbeam Capital Management, LLC
|
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|
|
|
Modera Wealth Management, LLC
|
|
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
|
|
Team Financial Group, LLC
|
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|
|
|
|
Simon Quick Advisors, Llc
|
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|
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|
Integrity Investment Advisors, LLC
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|
Schrum Private Wealth Management LLC
|
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|
Elite Wealth Management, Inc.
|
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|
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|
Robinson Smith Wealth Advisors Llc
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|
First National Advisers, LLC
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|
|
|
ForthRight Wealth Management, LLC
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|
|
|
Soundwatch Capital LLC
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|
|
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|
Blue Bell Private Wealth Management, Llc
|
|
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|
|
|
Dock Street Asset Management Inc
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|
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|
Genesis Wealth Advisors, LLC
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Harel Insurance Investments & Financial Services Ltd.
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ORG Partners LLC
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|
J Hagan Capital, Inc.
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|
Old Port Advisors
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|
Omnia Family Wealth, LLC
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|
RPG Investment Advisory, LLC
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|
Crewe Advisors LLC
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|
Tempus Wealth Planning, LLC
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|
Kesler, Norman & Wride, LLC
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|
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|
American Capital Management Inc
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|
Metropolitan Life Insurance Co/ny
|
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|
Summit Wealth Group Llc / Co
|
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|
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|
Ellis Investment Partners, LLC
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|
Epacria Capital Partners, Llc
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|
Transce3nd, LLC
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|
Point72 Asset Management, L.P.
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Evanson Asset Management, LLC
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|
Tanager Wealth Management LLP
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|
DKM Wealth Management, Inc.
|
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|
|
|
Coastline Trust Co
|
|
|
|
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|
Cypress Capital Advisors, LLC
|
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|
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|
|
DLD Asset Management, LP
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|
Sawyer & Company, Inc
|
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|
Woodstock Corp
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|
Oppenheimer Asset Management Inc.
|
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|
|
|
Synovus Financial Corp
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
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|
Quarry LP
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
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|
|
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|
Northstar Asset Management Inc
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
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ERTS Wealth Advisors, LLC
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Spence Asset Management
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Summit Global Investments
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Factory Mutual Insurance Co
|
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Williams Jones Wealth Management, LLC.
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Wedgewood Investors Inc /pa/
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Jain Global LLC
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Capital Group Private Client Services, Inc.
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RMR Capital Management, LLC
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THIR - THOR Financial Technologies Trust - THOR Index Rotation ETF
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Kathmere Capital Management, LLC
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Ridgewood Investments LLC
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Wells Financial Advisors INC
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Galvin, Gaustad & Stein, LLC
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Sage Mountain Advisors LLC
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Kearns & Associates LLC
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TriaGen Wealth Management LLC
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Palouse Capital Management, Inc.
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Stuart Chaussee & Associates, Inc.
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Summit Investment Advisors, Inc.
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Volterra Technologies LP
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Agate Pass Investment Management, LLC
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Hickory Point Bank & Trust
|
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Financial Services Advisory Inc
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Grey Fox Wealth Advisors, LLC
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|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Signal Advisors Wealth, LLC
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Dudley Capital Management, Llc
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J. L. Bainbridge & Co., Inc.
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Trust Co
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4wealth Advisors, Inc.
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Mustico Financial Group, Inc.
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Priebe Wealth Holdings LLC
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RK Capital Management, LLC/FL
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Regent Peak Wealth Advisors LLC
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My Personal CFO, LLC
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Pecaut & Co.
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Naples Global Advisors, Llc
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Ring Mountain Capital, LLC
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Mercer Global Advisors Inc /adv
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Kanawha Capital Management Llc
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North Capital, Inc.
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Chicago Capital, LLC
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Pacific Sage Partners, LLC
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Melone Private Wealth, LLC
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Fayez Sarofim & Co
|
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Walker Asset Management, LLC
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Union Bancaire Privee, UBP SA
|
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Lombard Odier Asset Management (USA) Corp
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West Wealth Group, LLC
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Triglav Skladi, D.o.o.
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McHugh Group, LLC
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Meridian Financial, LLC
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Butensky & Cohen Financial Security, Inc
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F/M Investments LLC
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Keystone Financial Services
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Catalina Capital Group, LLC
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Marietta Investment Partners Llc
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XY Planning Network, Inc.
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Beckerman Institutional, LLC
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Northstar Group, Inc.
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Hunting Hill Global Capital, LLC
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Sincerus Advisory, LLC
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Glass Jacobson Investment Advisors llc
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Investment Partners Asset Management, Inc.
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Legacy Advisory Services, LLC
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Daymark Wealth Partners, Llc
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Nilsine Partners, LLC
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Garden State Investment Advisory Services LLC
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Clear Harbor Asset Management, LLC
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|
Dempze Nancy E
|
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Cahill Wealth Management, LLC
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Pathstone Holdings, LLC
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Chemistry Wealth Management LLC
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Sierra Summit Advisors Llc
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Charter Trust Co
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Carl P. Sherr & Co., LLC
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Meritage Group LP
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Bank of Marin
|
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Krilogy Financial LLC
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Diversified Investment Strategies, LLC
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Seven Post Investment Office LP
|
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AlphaStar Capital Management, LLC
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FSC Wealth Advisors, LLC
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Panoramic Capital Partners, LLC
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Summit Wealth & Retirement Planning, Inc.
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Clark Financial Services Group Inc /bd
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Elite Life Management LLC
|
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Financial Futures Ltd Liability Co.
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Riverstone Advisors, LLC
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Kestra Private Wealth Services, Llc
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Brookwood Investment Group LLC
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|
Precedent Wealth Partners, Llc
|
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Mount Capital Ltd
|
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Chokshi & Queen Wealth Advisors, Inc
|
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Measured Risk Portfolios, Inc.
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Resolute Wealth Strategies, LLC
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Ardent Capital Management, Inc.
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Dogwood Wealth Management LLC
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Sebold Capital Management, Inc.
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Secure Asset Management, LLC
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Intellus Advisors LLC
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Silver Lake Advisory, LLC
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|
Luken Investment Analytics, LLC
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Bowman & Co S.C.
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|
Financial Sense Advisors, Inc.
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|
Maple Capital Management, Inc.
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|
Suncoast Equity Management
|
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|
Phillips Wealth Planners LLC
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|
Sentinus, LLC
|
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|
Flagship Harbor Advisors, Llc
|
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|
Concurrent Investment Advisors, LLC
|
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|
Heritage Wealth Advisors
|
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|
Safe Harbor Fiduciary, LLC
|
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|
|
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|
Bay Capital Advisors, LLC
|
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|
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|
Jacobs Levy Equity Management, Inc
|
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|
Ewing Morris & Co. Investment Partners Ltd.
|
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|
RIA Advisory Group LLC
|
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|
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|
|
Intrust Bank Na
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Sassicaia Capital Advisers Llc
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
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|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
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|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Swan Global Investments, LLC
|
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|
|
|
PFM Health Sciences, LP
|
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|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
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|
Verus Financial Partners, Inc.
|
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|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Dauntless Investment Group, LLC
|
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|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
CacheTech Inc.
|
|
|
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|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
|
|
MSA Advisors, LLC
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
RHRX - Starboard Investment Trust - RH Tactical Rotation ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Beaconlight Capital, Llc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
PMG Wealth Management, Inc.
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Benjamin Joseph Floyd Dba Floyd Capital Management
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Oaktree Capital Management Lp
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Lonestar Capital Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares
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Wbh Advisory Inc
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CLARET ASSET MANAGEMENT Corp
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Financial Network Wealth Advisors LLC
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Pacific Center for Financial Services
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Millstone Evans Group, LLC
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Amplius Wealth Advisors, LLC
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Country Club Bank /gfn
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Wealth Management Partners, LLC
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Trace Wealth Advisors, LLC
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GoalVest Advisory LLC
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Paradigm Capital Management, LLC/NV
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TCTC Holdings, LLC
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Burling Wealth Partners, Llc
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Element Wealth, LLC
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Winch Advisory Services, LLC
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Dodds Wealth, LLC
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Shelton Capital Management
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Flow Traders U.s. Llc
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Bellwether Advisors, LLC
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Fiduciary Advisors, Inc.
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Boomfish Wealth Group, LLC
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JSF Financial, LLC
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Banque Pictet & Cie Sa
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American National Bank
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D. E. Shaw & Co., Inc.
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Timelo Investment Management Inc.
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Family Wealth Group, LLC
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Forefront Analytics, LLC
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Hillsdale Investment Management Inc.
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Retireful, LLC
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Locust Wood Capital Advisers, Llc
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Janney Montgomery Scott LLC
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Quartz Partners, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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Alexis Investment Partners, LLC
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Nordwand Advisors, LLC
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BetterWealth, LLC
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Hilltop Holdings Inc.
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Boxwood Ventures, Inc.
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Vannoy Advisory Group, Inc.
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Fore Capital, LLC
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Burk Holdings LLC
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Guardian Asset Advisors, LLC
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Intergy Private Wealth, LLC
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Connecticut Wealth Management, LLC
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Oxler Private Wealth LLC
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Northwest Capital Management Inc
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Associated Banc-corp
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Brick & Kyle, Associates
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Argent Capital Management Llc
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Constitution Capital LLC
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Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
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America First Investment Advisors, LLC
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Twin Tree Management, LP
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Integrity Wealth Solutions LLC
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Fielder Capital Group LLC
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Arkadios Wealth Advisors
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Owl Creek Asset Management, L.P.
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Claris Advisors, Llc / Mo /
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Westwood Holdings Group Inc
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Asset Allocation & Management Company, LLC
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TPG Financial Advisors, LLC
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Passaic Partners LLC
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Ashton Thomas Private Wealth, LLC
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SoftVest Advisors, LLC
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GSG Advisors LLC
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DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A
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Meridian Wealth Partners, LLC
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Summit Financial Wealth Advisors, LLC
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Beacon Financial Group
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CX Institutional
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Gallagher Fiduciary Advisors, LLC
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Iams Wealth Management, Llc
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Goodman Financial Corp
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AAFCPAs Wealth Management, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Kentucky Trust Co
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Signature Resources Capital Management, LLC
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Industrial Alliance Investment Management Inc.
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Summit Wealth Group, LLC
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Rebalance, Llc
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Old North State Wealth Management, LLC
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Sand Hill Global Advisors, LLC
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Rogco, Lp
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Mengis Capital Management, Inc.
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Clarendon Private LLC
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Stratos Wealth Advisors, LLC
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Stonebridge Financial Group, LLC
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High Falls Advisors, Inc
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Brightwater Advisory LLC
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Capital City Trust Co/fl
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Fidelis Capital Partners, LLC
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Romano Brothers And Company
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Quadrant Capital Group Llc
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Whitebox Advisors Llc
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Vernal Point Advisors, LLC
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Gainplan LLC
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Semitam Bonam Llc
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Gray Private Wealth, LLC
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Eos Management, L.P.
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Outlook Wealth Advisors, LLC
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Bay Harbor Wealth Management, LLC
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Burke & Herbert Bank & Trust Co
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City Center Advisors, LLC
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Vestia Personal Wealth Advisors
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Horan Securities, Inc.
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Ewa, Llc
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Edgemoor Investment Advisors, Inc.
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Strategic Financial Partners, Ltd.
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PSI Advisors, LLC
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Hapanowicz & Associates Financial Services, Inc
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RFG Advisory, LLC
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Affinity Wealth Management Llc
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Klingenstein Fields & Co Lp
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Brave Asset Management Inc
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Cladis Investment Advisory, LLC
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Vienna Asset Management LLC
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Bangor Savings Bank
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Hazlett, Burt & Watson, Inc.
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Cubist Systematic Strategies, LLC
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Joule Financial, LLC
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Peak Asset Management, LLC
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Investor's Fiduciary Advisor Network, LLC
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Dark Forest Capital Management Lp
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Oak Family Advisors, Llc
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Sutton Place Investors Llc
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Rakuten Securities, Inc.
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Orion Capital Management LLC
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Wealth Management Associates, Inc.
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Massachusetts Wealth Management
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Blodgett Wealth Advisors, Llc
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Compass Financial Services Inc
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Professional Advisory Services Inc
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Dynamic Wealth Strategies, LLC
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Innova Wealth Partners
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MGO Private Wealth, LLC
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CIBC Private Wealth Group, LLC
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RWM Asset Management, LLC
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Wealthstar Advisors, Llc
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Lakewood Asset Management LLC
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Scharf Investments, Llc
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
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Optiver Holding B.V.
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Clean Yield Group
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New Millennium Group LLC
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TFC Financial Management
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Kraft Asset Management, Llc
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PFG Investments, LLC
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Bartlett & Co. Wealth Management Llc
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Correct Capital Wealth Management
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West Michigan Advisors, Llc
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Tufton Capital Management
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O'shaughnessy Asset Management, Llc
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WESPAC Advisors, LLC
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Rothschild Capital Partners, LLC
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Ccm Investment Advisers Llc
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Vaughan David Investments Inc/il
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Buck Wealth Strategies, LLC
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Western Wealth Management, LLC
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Gouws Capital LLC
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Capula Management Ltd
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NavPoint Financial, Inc.
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Delta Capital Management Llc
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Miller Wealth Advisors, Llc
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Fortitude Advisory Group L.L.C.
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Baker Tilly Financial, Llc
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10Elms LLP
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Baring Financial LLC
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May Hill Capital, LLC
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Northwest Financial Advisors
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Columbia Asset Management
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One William Street Capital Management, L.p.
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Fifth Third Bancorp
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Clarity Capital Partners LLC
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Winnow Wealth Llc
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Beaton Management Co. Inc.
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Stokes Family Office, LLC
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RKL Wealth Management LLC
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Broyhill Asset Management
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Berger Financial Group, Inc
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Olympus Wealth Management, Llc
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ShankerValleau Wealth Advisors, Inc.
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Silvant Capital Management LLC
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Wade Financial Advisory, Inc
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Broderick Brian C
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Hill Island Financial Llc
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Calamos Advisors LLC
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Applied Capital LLC
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Eagle Bluffs Wealth Management LLC
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Tepp RIA, LLC
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Inscription Capital, LLC
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one8zero8, LLC
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LJI Wealth Management, LLC
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Gould Asset Management Llc /ca/
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Lifeworks Advisors, LLC
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Bluestem Financial Advisors, Llc
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Live Oak Private Wealth LLC
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Ayalon Holdings Ltd.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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BlackDiamond Wealth Management Inc.
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Renaissance Investment Group LLC
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Gerber Kawasaki Wealth & Investment Management
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Navellier & Associates Inc
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Lockerman Financial Group, Inc.
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Key FInancial Inc
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Catalyst Financial Partners Llc
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Altus Wealth Group LLC
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Morling Financial Advisors, LLC
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Cedar Wealth Management, LLC
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Ironwood Financial, llc
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Mogy Joel R Investment Counsel Inc
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Soros Fund Management Llc
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Trustmark National Bank Trust Department
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Canton Hathaway, LLC
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Wellington Shields Capital Management, LLC
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IMPACTfolio, LLC
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Zwj Investment Counsel Inc
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Investment Partners, Ltd.
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Code Waechter LLC
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Orion Portfolio Solutions, LLC
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Stanich Group LLC
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Uncommon Cents Investing LLC
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Brown, Lisle/cummings, Inc.
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TruWealth Advisors, LLC
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Whipplewood Advisors, LLC
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EnRich Financial Partners LLC
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Rockbridge Investment Management, LCC
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Crossmark Global Holdings, Inc.
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Prospect Financial Group LLC
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Triad Wealth Partners, LLC
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Pinney & Scofield, Inc.
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MN Wealth Advisors, LLC
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Susquehanna International Group, Llp
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Citigroup Inc
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Aspen Investment Management Inc
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WealthPLAN Partners, LLC
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Wagner Wealth Management, Llc
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Heritage Wealth Architects, Inc.
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Fca Corp /tx
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Jasper Ridge Partners, L.P.
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Goldstein Advisors, LLC
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Southern Capital Advisors, Llc
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Commonwealth Financial Services, LLC
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Lam Group, Inc.
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Seaside Wealth Management, Inc.
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Fenimore Asset Management Inc
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Laurel Wealth Planning LLC
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Capital Square, LLC
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Thompson Davis & Co., Inc.
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Barnes Wealth Management Group, Inc
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Invesco Ltd.
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Parker Financial LLC
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Presilium Private Wealth, Llc
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Clarion Wealth Managment Partners, LLC
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Firestone Capital Management
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Banco Bilbao Vizcaya Argentaria, S.a.
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Atom Investors LP
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Solutions 4 Wealth, Ltd
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Legacy Solutions, Llc
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BTC Capital Management, Inc.
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Prospera Capital Management, LLC
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Corundum Trust Company, INC
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Emory University
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49 Wealth Management, Llc
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|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Straight Path Wealth Management
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Nvest Financial, LLC
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Holistic Financial Partners
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Putnam Fl Investment Management Co
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Strategic Equity Management
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Wilson & Boucher Capital Management, LLC
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St. Louis Trust Co
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Fogel Capital Management, Inc.
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Kavar Capital Partners Group, Llc
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Choate Investment Advisors
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Schnieders Capital Management Llc
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Motiv8 Investments LLC
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Transcend Wealth Collective, Llc
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Level Financial Advisors, Inc.
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UBS Group AG
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Staley Capital Advisers Inc
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Davidson Capital Management Inc.
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Elwood & Goetz Wealth Advisory Group, LLC
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Steigerwald, Gordon & Koch Inc.
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Main Street Financial Solutions, LLC
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Capital Investment Advisors, LLC
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Bourgeon Capital Management Llc
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CoreCap Advisors, LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Dale Q Rice Investment Management Ltd
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Opinicus Capital, Inc.
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Baron Wealth Management LLC
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Acadian Asset Management Llc
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River Wealth Advisors LLC
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Ullmann Financial Group, Inc.
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B.O.S.S. Retirement Advisors, LLC
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NWK Group, Inc.
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Disciplined Equity Management, Inc.
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Conrad Siegel Investment Advisors, Inc.
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Gold Investment Management Ltd.
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Wealth Group Ltd
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Wingate Wealth Advisors, Inc.
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Horizon Investment Services, LLC
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Generali Investments CEE, investicni spolecnost, a.s.
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Daner Wealth Management, LLC
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Haverford Trust Co
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Evoke Wealth, Llc
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United Advisor Group, LLC
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Whalen Wealth Management Inc.
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TD Waterhouse Canada Inc.
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Northwest Wealth Management, Llc
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St Germain D J Co Inc
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Great Diamond Partners, LLC
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MCF Advisors LLC
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BKD Wealth Advisors, LLC
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Arcus Capital Partners, LLC
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Abound Wealth Management
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Silicon Valley Community Foundation
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Engineers Gate Manager LP
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Rothschild Investment Llc
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DSG Capital Advisors, LLC
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First Washington CORP
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Weitzel Financial Services, Inc.
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Keybank National Association/oh
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Quaker Wealth Management, LLC
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Crestwood Advisors Group LLC
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Schaper Benz & Wise Investment Counsel Inc/wi
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Lansing Street Advisors
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Iridian Asset Management Llc/ct
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Cohen Capital Management, Inc.
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Gould Capital, LLC
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TCM Advisors, LLC
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Bordeaux Wealth Advisors LLC
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Fortis Capital Advisors, LLC
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First Community Trust Na
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RiverFront Investment Group, LLC
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Crews Bank & Trust
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Auxano Advisors, LLC
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Amundi
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Coastal Investment Advisors, Inc.
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Boulder Wealth Advisors, LLC
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Annandale Capital, LLC
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FourWorld Capital Management LLC
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Thomasville National Bank
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Strategic Blueprint, LLC
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Cordant, Inc.
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SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
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CenterStar Asset Management, LLC
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Bedel Financial Consulting, Inc.
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SJA Financial Advisory, LLC
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Lcnb Corp
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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London Co Of Virginia
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Bernard Wealth Management Corp.
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Bank of Jackson Hole Trust
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Reyes Financial Architecture, Inc.
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Wealth Management Strategies, Inc.
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Maripau Wealth Management Llc
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Lutz Financial Services LLC
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Holderness Investments Co
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Narwhal Capital Management
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CORDA Investment Management, LLC.
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Keystone Financial Group
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Hilltop Partners LLC
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Alpha Omega Wealth Management LLC
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Silicon Valley Capital Partners
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CV Advisors LLC
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AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF
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VAUGHAN & Co SECURITIES, INC.
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Moloney Securities Asset Management, LLC
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Keb Asset Management, Llc
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Cidel Asset Management Inc
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Vantage Investment Partners, LLC
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Accurate Wealth Management, LLC
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Nichols & Pratt Advisers Llp /ma
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SK Wealth Management, LLC
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Advance Capital Management, Inc.
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HFG Wealth Management, LLC
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Frank, Rimerman Advisors LLC
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Sara-Bay Financial
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Exchange Capital Management, Inc.
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Wrenne Financial Planning LLC
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Cambria Investment Management, L.P.
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Harbor Group, Inc.
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
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Creative Financial Designs Inc /adv
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Stephenson & Company, Inc.
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Baker Boyer National Bank
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Capital Counsel Llc/ny
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Single Point Partners, LLC
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Atlas Brown,Inc.
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Sequent Planning LLC
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Alexander Randolph Advisory Inc
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Financial Freedom, LLC
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Ridgecrest Wealth Partners, Llc
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Rsm Us Wealth Management Llc
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Capital Analysts, Inc.
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SkyOak Wealth, LLC
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Sterling Investment Advisors, Ltd.
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D. Scott Neal, Inc.
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SPC Financial, Inc.
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Waterloo Capital, L.P.
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Evergreen Private Wealth LLC
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Evolution Wealth Advisors, LLC
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Petra Financial Advisors Inc
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Decker Retirement Planning Inc.
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Missouri Trust & Investment Co
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Blue Investment Partners LLC
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Twin Focus Capital Partners, Llc
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Great Valley Advisor Group, Inc.
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Diversified Trust Co
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CloudAlpha Capital Management Limited/Hong Kong
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Cresta Advisors, Ltd.
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Aristotle Capital Management, LLC
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Cornerstone Planning Group LLC
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Sepio Capital, LP
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Market Street Wealth Management Advisors Llc
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Beacon Bridge Wealth Partners, LLC
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Financial Alternatives, Inc
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American Investment Services, Inc.
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Tamar Securities, LLC
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Saiph Capital, LLC
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Flaharty Asset Management, LLC
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Amarillo National Bank
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Cary Street Partners Financial Llc
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TigerOak Management, L.L.C.
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MYIFX - MONETTA TRUST - Monetta Core Growth Fund
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Trust Point Inc.
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Smart Money Group LLC
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Lumbard & Kellner, LLC
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Tranquilli Financial Advisor LLC
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Red Lighthouse Investment Management, Llc
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Rede Wealth, LLC
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Thompson Siegel & Walmsley Llc
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McIlrath & Eck, LLC
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Avondale Wealth Management
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Somerset Group LLC
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Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
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Goepper Burkhardt LLC
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Core Wealth Partners LLC
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Altfest L J & Co Inc
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Horizon Kinetics Asset Management Llc
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APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
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Sl Advisors, Llc
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Balentine LLC
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Minichmacgregor Wealth Management, Llc
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Summit X, LLC
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Davidson Kempner Capital Management Lp
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Savant Capital, LLC
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Silvercrest Asset Management Group Llc
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Kirtland Hills Capital Management, Llc
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Magnolia Capital Management Ltd
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Solidarilty Wealth, LLC
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Foresight Capital Management Advisors, Inc.
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Centerstone Investors, LLC
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MSH Capital Advisors LLC
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Gimbal Financial
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Founders Financial Alliance, LLC
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Betterment LLC
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Alpha Wealth Funds, LLC
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JPL Wealth Management, LLC
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Fortress Wealth Group, LLC
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Stillwater Capital Advisors, LLC
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Summa Corp.
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Prospera Financial Services Inc
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Insight Wealth Partners, LLC
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Taconic Capital Advisors LP
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Commons Capital, Llc
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Seek First Inc.
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Macroview Investment Management Llc
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Fishman Jay A Ltd/mi
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Leavell Investment Management, Inc.
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Peapack Gladstone Financial Corp
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Rollins Financial Advisors, LLC
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Eagle Strategies LLC
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Sava Infond d.o.o.
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Sarver Vrooman Wealth Advisors
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Cooksen Wealth, LLC
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V2 Financial group LLC
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American Trust
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Peterson Wealth Management
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D L Carlson Investment Group Inc
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Stifel Financial Corp
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
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Nadler Financial Group, Inc.
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Troluce Capital Advisors LLC
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Koa Wealth Management, LLC
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Family Office Research LLC
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Mesirow Financial Investment Management, Inc.
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Defined Wealth Management, Llc
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Marvin & Palmer Associates Inc
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Humankind Investments LLC
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Yelin Lapidot Holdings Management Ltd.
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W.H. Cornerstone Investments Inc.
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Bank Of Hawaii
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Cottage Street Advisors LLC
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Varma Mutual Pension Insurance Co
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Aldebaran Financial Inc.
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Orleans Capital Management Corp/la
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Gilman Hill Asset Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Kayne Anderson Rudnick Investment Management Llc
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Fortune Financial Advisors, LLC
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FTGOX - Ultimus Managers Trust - Westwood Broadmark Tactical Growth Fund C Class Shares
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Allianz Se
|
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Delap Wealth Advisory, Llc
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Reuter James Wealth Management, Llc
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Quantum Financial Advisors, LLC
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Pekin Hardy Strauss, Inc.
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Cutler Investment Counsel Llc
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Bank Of Nova Scotia
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Total Wealth Planning & Management, Inc.
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Scissortail Wealth Management, LLC
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Granby Capital Management, LLC
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Brown Brothers Harriman & Co
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Banco BTG Pactual S.A.
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Covestor Ltd
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Steel Peak Wealth Management LLC
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Up Strategic Wealth Investment Advisors Llc
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Chung Wu Investment Group, LLC
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Perbak Capital Partners LLP
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Atwater Malick LLC
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Conning Inc.
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Greenbush Financial Group, LLC
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DeepCurrents Investment Group LLC
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|
Wisconsin Wealth Advisors, LLC
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|
MSTB - ETF Series Solutions - LHA Market State Tactical Beta ETF
|
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|
|
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|
Corre Partners Management, LLC
|
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|
ZEGA Investments, LLC
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Hibernia Wealth Partners, LLC
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Aire Advisors, Llc
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Terra Nova Asset Management LLC
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American Trust Investment Advisors, LLC
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Pacifica Partners Inc.
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|
Agf Management Ltd
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XML Financial, LLC
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|
TrueWealth Advisors, LLC
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|
Ingalls & Snyder Llc
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|
Private Trust Co Na
|
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|
Luxor Capital Group, LP
|
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Naviter Wealth, LLC
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|
Grimes & Company, Inc.
|
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|
DHSB - Strategy Shares - Day Hagan Smart Buffer ETF
|
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|
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|
Opus Capital Group, LLC
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|
Family Management Corp
|
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|
Central Pacific Bank - Trust Division
|
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|
Enclave Advisors LLC
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|
Nishkama Capital, LLC
|
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|
SLT Holdings LLC
|
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|
Tandem Wealth Advisors LLC
|
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|
Hiley Hunt Wealth Management
|
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|
Smith Chas P & Associates Pa Cpas
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|
KG&L Capital Management,LLC
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Affinity Capital Advisors, LLC
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|
White Lighthouse Investment Management Inc.
|
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|
Connors Investor Services Inc
|
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|
Home Federal Bank Of Tennessee
|
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|
Fermata Advisors, LLC
|
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|
Strengthening Families & Communities, LLC
|
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Cura Wealth Advisors, Llc
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WealthTrak Capital Management LLC
|
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Horrell Capital Management, Inc.
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Solano Wealth Investment Advisors LLC
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Abacus Planning Group, Inc.
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|
Securian Asset Management, Inc
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Roger Wittlin Investment Advisory, LLC
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Jackson Square Capital, Llc
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|
Meridian Investment Counsel Inc.
|
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|
Jacksonville Wealth Management, LLC
|
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|
Opulen Financial Group LLC
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Qrg Capital Management, Inc.
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|
ICW Investment Advisors LLC
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FNY Investment Advisers, LLC
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|
Azarias Capital Management, L.P.
|
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|
Howard Capital Management Group, LLC
|
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|
University of Illinois Foundation
|
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|
Fusion Capital, LLC
|
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Mainstream Capital Management LLC
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Pines Wealth Management, LLC
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Wbi Investments, Inc.
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Wood Tarver Financial Group, LLC
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Marathon Capital Management
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|
Delta Financial Group, Inc.
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|
BCR Wealth Strategies, LLC
|
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|
Ground Swell Capital, LLC
|
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|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
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|
Summit Trail Advisors, Llc
|
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|
Boston Standard Wealth Management, LLC
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|
Powers Advisory Group, LLC
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|
Cwm, Llc
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First Financial Bankshares Inc
|
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|
Greenwich Wealth Management LLC
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Parthenon Llc
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Biltmore Wealth Management, LLC
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|
Guidance Capital, Inc
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Wealthbridge Capital Management, Llc
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|
Advisors Management Group Inc /adv
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LRI Investments, LLC
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Valmark Advisers, Inc.
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Northwest Quadrant Wealth Management, LLC
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Mill Creek Capital Advisors, LLC
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Samalin Investment Counsel, LLC
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Wealthstream Advisors, Inc.
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Financial Synergies Wealth Advisors, Inc.
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Crown Wealth Group, LLC
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Fsb Premier Wealth Management, Inc.
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Landmark Investment Partners, L.p.
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High Net Worth Advisory Group LLC
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Dash Acquisitions Inc.
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E&G Advisors, LP
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Carrera Capital Advisors
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
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Manuka Financial, LLC
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Archetype Wealth Partners
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Charter Oak Capital Management, LLC
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Hyperion Capital Advisors LP
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Charter Research & Investment Group, Inc.
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Bluesphere Advisors, LLC
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Marest Capital, LLC
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Great Lakes Advisors, Llc
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Client 1st Advisory Group, Llc
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James J. Burns & Company, LLC
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Journey Beyond Wealth, LLC
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Fountainhead AM, LLC
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Beach Investment Counsel Inc/pa
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Bayview Asset Management, Llc
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Paul R. Ried Financial Group, LLC
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Nicollet Investment Management, Inc.
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TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
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Pasadena Private Wealth, LLC
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Houlihan Financial Resource Group, Ltd.
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CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
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Paloma Partners Management Co
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Peninsula Asset Management Inc
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Compass Planning Associates Inc
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Aristides Capital LLC
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Full Sail Capital, LLC
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CPR Investments Inc.
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Whitener Capital Management, Inc.
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Summit Financial, LLC
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Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
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Leigh Baldwin & Co., Llc
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EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
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Peterson Wealth Advisors, LLC
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Beacon Pointe Advisors, LLC
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Kelman-Lazarov, Inc.
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Hillman Co
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Americana Partners, LLC
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Vista Finance, Llc
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Lincoln Capital Corp
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Dagco, Inc.
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Evensky & Katz LLC
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Congress Wealth Management LLC / DE /
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Pitcairn Co
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Benjamin Edwards Inc
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Whittier Trust Co
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Investment Advisory Group, LLC
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Timonier Family Office, LTD.
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Gries Financial Llc
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Hilltop National Bank
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Narus Financial Partners, LLC
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Susquehanna Advisors Group, Inc.
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1620 Investment Advisors, Inc.
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Koss-Olinger Consulting, LLC
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Franklin Resources Inc
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Delos Wealth Advisors, LLC
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Ignite Planners, LLC
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Thompson Investment Management, Inc.
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Stanley-Laman Group, Ltd.
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Curat Global, LLC
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Everpar Advisors Llc
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Hancock Whitney Corp
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FineMark National Bank & Trust
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Vance Wealth, Inc.
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Tudor Investment Corp Et Al
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Armistice Capital, Llc
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Parkshore Wealth Management, Inc.
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Sprinkle Financial Consultants LLC
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Baron Financial Group, LLC
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Vertex Planning Partners, LLC
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Richardson Capital Management LLC
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Infinity Wealth Counsel, LLC
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X-Square Capital, LLC
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Blair William & Co/il
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Potentia Wealth
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Harbour Investments, Inc.
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One Wealth Advisors, LLC
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Capco Asset Management, LLC
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MPS Loria Financial Planners, LLC
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Arrowstreet Capital, Limited Partnership
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AYAL Capital Advisors Ltd
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Avalon Trust Co
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Pfc Capital Group, Inc.
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Wealth Management Nebraska
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Traphagen Investment Advisors Llc
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First City Capital Management, Inc.
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Camden Capital, LLC
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Bessemer Group Inc
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Detalus Advisors, LLC
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IMS Capital Management
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jvl associates llc
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Alliance Wealth Advisors, LLC /UT
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All Terrain Financial Advisors, LLC
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Ninepoint Partners LP
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Aspiriant, Llc
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Wolff Financial Management Llc
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Westbourne Investments, Inc.
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Clay Northam Wealth Management, LLC
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Squarepoint Ops LLC
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Oxford Financial Group Ltd
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Interval Partners, LP
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Jackson Wealth Management, LLC
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Kennicott Capital Management Llc
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United Bank
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Miller Investment Management, LP
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Santori & Peters, Inc.
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Eagle Rock Investment Company, Llc
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Bcm Advisors, Llc
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Financial Life Advisors
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Nikulski Financial, Inc.
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Birchbrook, Inc.
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Sabal Trust CO
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Nicolet Advisory Services, Llc
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Old Mission Capital Llc
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Two Point Capital Management, Inc.
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Waterway Wealth Management, LLC
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Vanguard Group Inc
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Edge Wealth Management LLC
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Andina Capital Management, LLC
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Blue Barn Wealth, LLC
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First Pacific Financial
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One Day In July LLC
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Harmony Asset Management Llc
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First Bancorp, Inc /ME/
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Comprehensive Financial Management LLC
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Euclidean Capital LLC
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McCarthy & Cox
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Howe & Rusling Inc
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Operose Advisors LLC
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Basso Capital Management, L.p.
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Radnor Capital Management, LLC
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Kingswood Wealth Advisors, Llc
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Semus Wealth Partners LLC
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HighMark Wealth Management LLC
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Heritage Wealth Management, Inc. /CA/
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WorthPointe, LLC
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Sig Brokerage, Lp
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Fortress Financial Group, Llc
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National Mutual Insurance Federation of Agricultural Cooperatives
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3Chopt Investment Partners, LLC
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Nations Financial Group Inc, /ia/ /adv
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Washington Trust Advisors, Inc.
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Limestone Investment Advisors LP
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Spectrum Wealth Counsel, LLC
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Montag A & Associates Inc
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Old Second National Bank Of Aurora
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Ing Groep Nv
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CastleKnight Management LP
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SNAV - Collaborative Investment Series Trust - Mohr Sector Navigator ETF
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Holistic Planning, LLC
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Advocate Group Llc
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Smith & Howard Wealth Management, LLC
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Northwest & Ethical Investments L.P.
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Astoria Portfolio Advisors LLC.
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Principal Financial Group Inc
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Wick Capital Partners, LLC
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Axxcess Wealth Management, Llc
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Veracity Capital LLC
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Prelude Capital Management, Llc
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Chicago Wealth Management, Inc.
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Kondo Wealth Advisors, Inc.
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Geneos Wealth Management Inc.
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Crane Advisory, LLC
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Greystone Financial Group, LLC
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First National Bank of Mount Dora, Trust Investment Services
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Leo Wealth, LLC
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Rps Advisory Solutions Llc
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Acorn Wealth Advisors, LLC
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Golden Reserve Retirement LLC
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Essex LLC
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Harbour Trust & Investment Management Co
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Altiora Financial Group, LLC
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M. Kulyk & Associates, LLC
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AAFMAA Wealth Management & Trust LLC
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Leeward Financial Partners, LLC
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Taylor Financial Group, Inc.
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Zullo Investment Group, Inc.
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Giverny Capital Inc.
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Brookstone Capital Management
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Principal Street Partners, LLC
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SkyView Investment Advisors, LLC
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Centric Wealth Management
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Cadent Capital Advisors, LLC
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Smith Asset Management Co., LLC
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Analyst IMS Investment Management Services Ltd.
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Readystate Asset Management Lp
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LifeGoal Wealth Advisors
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Gladstone Institutional Advisory LLC
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Callahan Advisors, LLC
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Marshall & Sullivan Inc /wa/
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
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CWS Financial Advisors, LLC
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Wealth Dimensions Group, Ltd.
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Lowe Wealth Advisors, LLC
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Meeder Advisory Services, Inc.
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LMG Wealth Partners, LLC
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Millington Financial Advisors, LLC
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NFP Retirement, Inc.
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Access Investment Management LLC
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Westwood Wealth Management
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World Equity Group, Inc.
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Peloton Wealth Strategists
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Sterling Investment Counsel, LLC
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Country Trust Bank
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Cannon Global Investment Management, LLC
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Polen Capital Management Llc
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Mariner, LLC
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ROSS\JOHNSON & Associates LLC
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5T Wealth, LLC
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Icon Wealth Advisors, LLC
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Bryant Woods Investment Advisors, LLC
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Glen Eagle Advisors, LLC
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Meritage Portfolio Management
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Sandbox Financial Partners, LLC
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Thoma Capital Management LLC
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Moran Wealth Management, LLC
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Mairs & Power Inc
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Ti-trust, Inc
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Twin Lakes Capital Management, LLC
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Laidlaw Wealth Management LLC
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Golden Bell Financial Planning LLC
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Formidable Asset Management, LLC
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Manhattan West Asset Management, LLC
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NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
|
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|
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|
Syon Capital Llc
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|
TSPY - ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF
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|
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|
McElhenny Sheffield Capital Management, LLC
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|
FIDELIS iM, LLC
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|
Compass Wealth Management LLC
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|
Destination Wealth Management
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|
APCM Wealth Management for Individuals
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Aft, Forsyth & Sober, LLC
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Whitcomb & Hess, Inc.
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Mizuho Bank, Ltd.
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Legacy Capital Wealth Management, Llc
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Shaolin Capital Management LLC
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Blueshift Asset Management, LLC
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Novak & Powell Financial Services, Inc.
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Roundview Capital LLC
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Measured Wealth Private Client Group, LLC
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Calamos Long/Short Equity & Dynamic Income Trust
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Comprehensive Financial Consultants Institutional, Inc.
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VestGen Advisors, LLC
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Telos Capital Management, Inc.
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Coston, McIsaac & Partners
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King Luther Capital Management Corp
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Sound View Wealth Advisors Group, LLC
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Vista Wealth Management Group, LLC
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Resurgent Financial Advisors LLC
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Vident Advisory, LLC
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|
Lowe Brockenbrough & Co Inc
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Rosenblum Silverman Sutton S F Inc /ca
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Brant Point Investment Management Llc
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|
Courier Capital Llc
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Activest Wealth Management
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|
RB Capital Management, LLC
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|
Cetera Trust Company, N.A
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BTG Pactual Asset Management US LLC
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|
True Vision MN LLC
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Global Trust Asset Management, LLC
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Berkshire Money Management, Inc.
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Mirabaud & Cie SA
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Financial Advisory Service, Inc.
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Guild Investment Management, Inc.
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BluePointe Capital Management, LLC
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Surience Private Wealth Llc
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Hirtle Callaghan & Co LLC
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CNB Bank
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Bull Street Advisors, LLC
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CTC Alternative Strategies, Ltd.
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Hayek Kallen Investment Management
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Hamilton Point Investment Advisors, LLC
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Edenbrook Capital, LLC
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Dohj, Llc
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Southeast Asset Advisors Inc.
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Westbourne Investment Advisors, Inc.
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Midwest Capital Advisors, LLC
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Visionary Horizons, LLC
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Keystone Wealth Services, LLC
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Tortoise Investment Management, LLC
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Paladin Advisory Group, LLC
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Gradient Investments LLC
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Pennsylvania Capital Management Inc /adv
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Y.D. More Investments Ltd
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Monument Capital Management
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Breakwater Investment Management
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Am Investment Strategies Llc
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Arvest Investments, Inc.
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General Partner, Inc.
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Kwmg, Llc
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Wealthcare Capital Management Llc
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Opes Wealth Management LLC
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Capital Wealth Management, Llc
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Helium Advisors LLC
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Norris Perne & French Llp/mi
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Acorn Financial Advisory Services Inc /adv
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W Advisors, Llc
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Brooklyn FI, LLC
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Wells Fargo & Company/mn
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RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
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Union Savings Bank
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Palo Alto Wealth Advisors, Llc
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Continuum Advisory, LLC
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DeDora Capital, Inc.
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Saudi Central Bank
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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NCP Inc.
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SOUTH STATE Corp
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Bravias Capital Group, LLC
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Palisade Asset Management, LLC
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Zuckerman Investment Group, LLC
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Ascent Wealth Partners, LLC
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Clarkston Capital Partners, LLC
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Retirement Guys Formula Llc
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Washington Trust Bank
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Keebeck Wealth Management, LLC
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First National Trust Co
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Ripple Effect Asset Management LP
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Nestegg Advisors, Inc.
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One Wealth Capital Management, Llc
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Sonora Investment Management Group, LLC
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McAlister, Sweet & Associates, Inc.
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Elequin Capital Lp
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Athena Investment Management
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Taylor & Morgan Wealth Management, LLC
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Jessup Wealth Management, Inc
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Trilogy Capital Inc.
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Probity Advisors, Inc.
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Barnett & Company, Inc.
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Wealthspan Partners, Llc
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Signature Wealth Management Group
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JCP Investment Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Matisse Capital
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Prevail Innovative Wealth Advisors, Llc
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Carr Financial Group Corp
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TOWER TRUST & INVESTMENT Co
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Regions Financial Corp
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D'Orazio & Associates, Inc.
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Select Asset Management & Trust
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GenTrust, LLC
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LCM Capital Management Inc
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Viewpoint Capital Management LLC
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WP Advisors, LLC
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Scratch Capital Llc
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BOS Asset Management, LLC
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Lighthouse Investment Partners, LLC
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Logan Capital Management Inc
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Todd Asset Management Llc
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First Citizens Financial Corp
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Great Point Wealth Advisors, LLC
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Credential Qtrade Securities Inc.
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VanWeelden Wealth Management, LLC
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Valued Retirements, Inc.
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West Bancorporation Inc
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Modern Wealth Management, LLC
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Lsp Investment Advisors, Llc
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Entrewealth, Llc
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Sofos Investments, Inc.
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Thomas J. Herzfeld Advisors, Inc.
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Accredited Investors Inc.
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Sargent Investment Group, LLC
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Gunma Bank,Ltd.
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Caldwell Securities, Inc
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Axim Planning & Wealth
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Signet Investment Advisory Group, Inc.
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Compass Capital Corp /ma/ /adv
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Wilkins Investment Counsel Inc
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Satovsky Asset Management Llc
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Global Wealth Strategies & Associates
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Landing Point Financial Group, LLC
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Webster Bank, N. A.
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Chatham Capital Group, Inc.
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Cascade Investment Advisors, Inc.
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Fisher Asset Management, LLC
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Putney Financial Group LLC
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Bellevue Group AG
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Stephen J. Garry & Associates, Llc
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WealthTrust Asset Management, LLC
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Spirepoint Private Client, Llc
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Riverview Capital Advisers, LLC
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Inspire Trust Co, N.a.
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Cornerstone Total Return Fund Inc
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Soltis Investment Advisors LLC
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Institute for Wealth Management, LLC.
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Lewis Asset Management, LLC
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Harbour Investment Management Llc
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Allen Capital Group, LLC
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Clear Point Advisors Inc.
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Cedar Mountain Advisors, LLC
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BCS Wealth Management
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Schiavi & Co LLC
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Wedbush Securities Inc
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Talon Private Wealth, LLC
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Beta Wealth Group, Inc.
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Toth Financial Advisory Corp
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Eagle Capital Management Llc
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Pacific Sun Financial Corp
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Wealthedge Investment Advisors, Llc
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Nelson Capital Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Mindset Wealth Management, Llc
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IVC Wealth Advisors LLC
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GPS Wealth Strategies Group, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Hutchens & Kramer Investment Management Group, LLC
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Ashford Capital Management Inc
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Aries Wealth Management
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Weinberger Asset Management, Inc
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Peak6 Llc
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Strategent Financial, LLC
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Long Road Investment Counsel, LLC
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D.a. Davidson & Co.
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Youngs Advisory Group, Inc.
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Huntleigh Advisors, Inc.
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Erste Asset Management GmbH
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Israel Discount Bank of New York
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Aufman Associates Inc
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WPG Advisers, LLC
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Madden Advisory Services, Inc.
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Toms Capital Investment Management Lp
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Dumont & Blake Investment Advisors Llc
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Rossmore Private Capital
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Kensington Investment Counsel, LLC
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Aquire Wealth Advisors, LLC
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Nbt Bank N A /ny
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Ssa Swiss Advisors Ag
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Schneider Downs Wealth Management Advisors, LP
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Cypress Point Wealth Management, LLC
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Virtus Wealth Solutions LLC
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Schmidt P J Investment Management Inc
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Serenus Wealth Advisors, LLC
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Mid-American Wealth Advisory Group, Inc.
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Leisure Capital Management
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Winebrenner Capital Management Llc
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Allegiance Financial Group Advisory Services LLC
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New Covenant Trust Company, N.A.
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Roth Financial Partners LLC
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Longview Financial Advisors LLC
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Sharkey, Howes & Javer
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Beacon Financial Advisory LLC
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Mcdonald Partners Llc
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Cookson Peirce & Co Inc
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Kessler Investment Group, LLC
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Bridges Investment Management Inc
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Stonehage Fleming Financial Services Holdings Ltd
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Wedmont Private Capital
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True Wealth Design, LLC
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Shoker Investment Counsel, Inc.
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Clearbridge Investments, LLC
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Old National Bancorp /in/
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Signature Estate & Investment Advisors Llc
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Legacy Investment Solutions, LLC
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Gratus Wealth Advisors, LLC
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Binnacle Investments Inc
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Aberdeen Wealth Management LLC
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Marco Investment Management Llc
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PBMares Wealth Management LLC
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Delta Financial Advisors Llc
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Vigilare Wealth Management
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State of Alaska, Department of Revenue
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Prairie Sky Financial Group LLC
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Gentry Private Wealth, Llc
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Prodigy Asset Management LLC
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Davis R M Inc
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Osterweis Capital Management Inc
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Rockline Wealth Management, LLC
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BigSur Wealth Management LLC
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Clifford Group, LLC
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Nvwm, Llc
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Northside Capital Management, LLC
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GeoSphere Capital Management
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Arkansas Financial Group, Inc.
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Petros Family Wealth, LLC
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ARK Investment Management LLC
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Wealthfront Advisers Llc
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Lockheed Martin Investment Management Co
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MGB Wealth Management, LLC
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Wilmar Advisors LLC
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HF Advisory Group, LLC
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Mizuho Securities Usa Llc
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Wealth Architects, LLC
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Carret Asset Management, Llc
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Semmax Financial Advisors Inc.
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Chesley Taft & Associates LLC
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Trium Capital LLP
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Monticello Wealth Management, Llc
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Concentrum Wealth Management
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Balboa Wealth Partners
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Traub Capital Management LLC
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Blue Capital, Inc.
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RMB Capital Management, LLC
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Independent Wealth Network Inc.
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Meridian Wealth Management, LLC
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Partners Wealth Management, Llc
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Madison Park Capital Advisors, LLC
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Centricity Wealth Management, LLC
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Fairway Wealth LLC
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Schear Investment Advisers, LLC
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Carderock Capital Management Inc
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Thrive Wealth Management, LLC
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Valicenti Advisory Services Inc
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Qvr Llc
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Citizens National Bank Trust Department
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Calton & Associates, Inc.
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Pathway Financial Advisers, LLC
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Citizens Financial Group Inc/ri
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Fiduciary Planning LLC
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Noked Israel Ltd
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Karpus Management, Inc.
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Adviser Investments LLC
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
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Index Fund Advisors, Inc.
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Graypoint LLC
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Lion Street Advisors, LLC
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Farmers Trust Co
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Magnolia Private Wealth, LLC
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RFG - Bristol Wealth Advisors, LLC
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Balanced Rock Investment Advisor
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Intelligent Financial Strategies
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IFP Advisors, Inc
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Coign Capital Advisors LLC
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Forbes J M & Co Llp
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Castle Hook Partners LP
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MONECO Advisors, LLC
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Advocacy Wealth Management Services, LLC
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Mirae Asset Global Investments Co., Ltd.
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LVZ Advisors, Inc.
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Stoneridge Investment Partners Llc
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HC Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial
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Shilanski & Associates, Inc.
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Heck Capital Advisors, LLC
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DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
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BHK Investment Advisors, LLC
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Sage Financial Group Inc
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HEGD - Listed Funds Trust - Swan Hedged Equity US Large Cap ETF
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PICTET BANK & TRUST Ltd
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Orcam Financial Group
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SPX Equities Gestao de Recursos Ltda
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Hudock, Inc.
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Financial Perspectives, Inc
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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Jackson, Grant Investment Advisers, Inc.
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John W. Brooker & Co., CPAs
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Vectors Research Management, LLC
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Financial Advisors Network, Inc.
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MA Private Wealth
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Granite FO LLC
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Raab & Moskowitz Asset Management LLC
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McCarthy Grittinger Financial Group, LLC
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Camarda Financial Advisors, LLC
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Selective Wealth Management, Inc.
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CIBC World Markets Inc.
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Moisand Fitzgerald Tamayo, LLC
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Aurelius Family Office LLC
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Mirabella Financial Services Llp
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Mason Investment Advisory Services, Inc.
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Syntegra Private Wealth Group, LLC
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Bensler, LLC
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Wsfs Capital Management, Llc
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Urban Financial Advisory Corp
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Dopkins Wealth Management, Llc
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Seeds Investor Llc
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Arista Wealth Management, LLC
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Natixis Advisors, L.p.
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Lane & Associates LLC
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Trust Co of Kansas
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Sherman Asset Management, Inc.
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Parcion Private Wealth LLC
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Balance Wealth, LLC
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Procyon Private Wealth Partners, LLC
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Darden Wealth Group Inc
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Colonial Trust Advisors
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ORG Wealth Partners, LLC
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Calamos Wealth Management LLC
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Gladius Capital Management LP
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Voya Investment Management Llc
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Northcape Wealth Management, Llc
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Catalyst Private Wealth, Llc
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Chico Wealth RIA
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Garrett Investment Advisors LLC
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DT Investment Partners, LLC
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Austin Private Wealth, LLC
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Alpha Cubed Investments, LLC
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PKS Advisory Services, LLC
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North Star Investment Management Corp.
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Greenfield Savings Bank
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Spurstone Advisory Services, LLC
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Kilter Group LLC
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Sculati Wealth Management, LLC
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JPB Foundation
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Bradley Foster & Sargent Inc/ct
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Cannon Financial Strategists, Inc.
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Cito Capital Group, LLC
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Murphy & Mullick Capital Management Corp
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BlueStem Wealth Partners, LLC
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Game Plan Financial Advisors, LLC
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Triangle Securities Wealth Management
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Instrumental Wealth, Llc
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Milestone Asset Management, Llc
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Northeast Financial Group, Inc.
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Guidance Point Advisors, LLC
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JBR Co Financial Management Inc
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Two Seas Capital LP
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Hartford Financial Management Inc.
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Burney Co/
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Cornerstone Enterprises, Llc
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Highview Capital Management LLC/DE/
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Seacrest Wealth Management, Llc
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Fund 1 Investments, LLC
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Joseph P. Lucia & Associates, LLC
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Lodestone Wealth Management LLC
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ProVise Management Group, LLC
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Atlanta Consulting Group Advisors, LLC
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Harwood Advisory Group, LLC
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United Community Bank
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Gibbs Wealth Management
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Dixon Mitchell Investment Counsel Inc.
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Cove Private Wealth, LLC
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Horizon Financial Services, Llc
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Roxbury Financial LLC
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Truist Financial Corp
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State Of Wisconsin Investment Board
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Patton Albertson Miller Group, Llc
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Portfolio Strategies, Inc.
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Flywheel Private Wealth LLC
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Main Street Research LLC
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Kovitz Investment Group Partners, LLC
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Yeomans Consulting Group, Inc.
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Palumbo Wealth Management LLC
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J.Safra Asset Management Corp
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Afg Fiduciary Services Limited Partnership
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Triton Wealth Management, PLLC
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Townsquare Capital Llc
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Colton Groome Financial Advisors, Llc
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Woodley Farra Manion Portfolio Management Inc
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Creative Planning
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Gables Capital Management Inc.
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Keystone Financial Services, LLC
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1607 Capital Partners, LLC
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Murphy Pohlad Asset Management LLC
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Hudson Portfolio Management LLC
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Plante Moran Financial Advisors, LLC
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Argyle Capital Partners, LLC
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Schusterman Interests, LLC
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Boundary Creek Advisors LP
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Chilton Investment Co Llc
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Taddei, Ludwig & Associates, Inc.
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Next Level Private LLC
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Anchor Capital Advisors Llc
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OneAscent Family Office, LLC
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Quad-Cities Investment Group, LLC
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BancorpSouth Bank
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Paragon Associates & Paragon Associates Ii Joint Venture
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Ameritas Investment Partners, Inc.
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WCG Wealth Advisors LLC
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WOAIX - NORTHERN LIGHTS FUND TRUST II - WOA All Asset I Class I
|
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Sei Investments Co
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Ballew Advisors, Inc
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Altman Advisors, Inc.
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Mascagni Wealth Management, Inc.
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Resonant Capital Advisors, LLC
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Keel Point, LLC
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Strategic Advocates LLC
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Sandy Spring Bank
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Rodgers & Associates, LTD
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Coerente Capital Management
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Forge First Asset Management Inc.
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CENTRAL TRUST Co
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Northern Financial Advisors Inc
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Patton Fund Management, Inc.
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Equitable Holdings, Inc.
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Sunburst Financial Group, LLC
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Benin Management CORP
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Financial Gravity Companies, Inc.
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Tfo-tdc, Llc
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Total Clarity Wealth Management, Inc.
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Three Seasons Wealth, LLC
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RTD Financial Advisors, Inc.
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Sage Advisors, Llc
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RDA Financial Network
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William B. Walkup & Associates, Inc.
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Well Done, LLC
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Beaird Harris Wealth Management, LLC
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SilverOak Wealth Management LLC
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Allworth Financial LP
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Intelligence Driven Advisers, LLC
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Rahlfs Capital, Llc
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Cahill Financial Advisors Inc
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|
Cadinha & Co Llc
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|
Ctc Llc
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PFG Private Wealth Management, LLC
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Edgar Lomax Co/va
|
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Perennial Investment Advisors, LLC
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Security National Bank Of Sioux City Iowa /ia/
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Cypress Asset Management Inc/tx
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360 Financial, Inc.
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
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Family Legacy Financial Solutions, LLC
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Grove Bank & Trust
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Enterprise Bank & Trust Co
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Savvy Advisors, Inc.
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TKG Advisors, LLC
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LVW Advisors, LLC
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Prossimo Advisors, LLC
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Atlas Legacy Advisors, LLC
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Trust Co Of Toledo Na /oh/
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Onefund, Llc
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Marotta Asset Management
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Fairman Group, LLC
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Mainsail Financial Group, LLC
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Barr E S & Co
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Turtle Creek Wealth Advisors, LLC
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|
Duncker Streett & Co Inc
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First National Bank Of Omaha
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Topsail Wealth Management, LLC
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Tobias Financial Advisors, Inc.
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Asset Planning Corporation
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Attessa Capital LLC
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Bank Hapoalim Bm
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McBroom & Associates, LLC
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|
Eisler Capital Management Ltd.
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Optima Capital Llc
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Winthrop Advisory Group LLC
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SimpliFi, Inc.
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Level Four Advisory Services, Llc
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Alta Capital Management Llc/
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|
Kornitzer Capital Management Inc /ks
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|
Victory Capital Management Inc
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|
Seamount Financial Group Inc
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|
Yacktman Asset Management Lp
|
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Alberta Investment Management Corp
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|
Park National Corp /oh/
|
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|
Glenmede Trust Co Na
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|
Jag Capital Management, Llc
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|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
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|
Ategra Capital Management, LLC
|
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|
Childress Capital Advisors, Llc
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|
First Interstate Bank
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Custos Family Office, LLC
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|
Ackerman Asset Management, LLC
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|
Blue Edge Capital, LLC
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|
Legacy Financial Group LLC
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|
Boston Private Wealth Llc
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|
Mowery & Schoenfeld Wealth Management, LLC
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|
|
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|
Brighton Jones Llc
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|
Armstrong Advisory Group, Inc
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|
Financial Advocates Investment Management
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|
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|
Colony Group, LLC
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|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
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|
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|
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|
SummitTX Capital, L.P.
|
|
|
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|
Peoples Bank/KS
|
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|
Trust Investment Advisors
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|
|
Rice Partnership, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Silverlake Wealth Management Llc
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|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
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|
Greenland Capital Management LP
|
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|
|
|
|
Standard Life Aberdeen plc
|
|
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|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
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|
Circle Wealth Management, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
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|
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
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|
Capital Advantage, Inc.
|
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|
|
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|
Valued Wealth Advisors LLC
|
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|
|
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|
RMR Wealth Builders
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|
WASHINGTON TRUST Co
|
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|
Tilson Financial Group, Inc.
|
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|
Crescent Grove Advisors, LLC
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SG Americas Securities, LLC
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|
ASB Consultores, LLC
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|
Virginia Wealth Management Group, Inc.
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|
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|
Tower Research Capital LLC (TRC)
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|
|
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|
Poinciana Advisors Group, Llc
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|
|
|
|
Scholtz & Company, Llc
|
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|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
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|
Bbr Partners, Llc
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|
Murphy, Middleton, Hinkle & Parker, Inc.
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|
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|
Cliffwater LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
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|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
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|
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|
Ramsey Quantitative Systems
|
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|
Asset Management Group, Inc.
|
|
|
|
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|
Platform Technology Partners
|
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|
|
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|
Balanced Wealth Group Llc
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
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|
Oppenheimer & Co Inc
|
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|
Heritage Wealth Management, Inc.
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|
Providence Capital Advisors, LLC
|
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|
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|
Transamerica Financial Advisors, Inc.
|
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|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
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|
Tactive Advisors, LLC
|
|
|
|
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|
BlackRock, Inc.
|
|
|
|
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|
Bill Few Associates, Inc.
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
Riposte Capital Llc
|
|
|
|
|
|
Highbridge Capital Management Llc
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
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|
|
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|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
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|
BKM Wealth Management, LLC
|
|
|
|
|
|
JANA Partners Management, LP
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
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|
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|
Dover Advisors, Llc
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|
Ping Capital Management, Inc.
|
|
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|
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|
Weybosset Research & Management Llc
|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Allodium Investment Consultants, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Halter Ferguson Financial Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
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|
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|
M.e. Allison & Co., Inc.
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|
|
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|
Sunesis Advisors, LLC
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|
|
|
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|
Leith Wheeler Investment Counsel Ltd.
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|
|
|
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|
Affiance Financial, LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Bramshill Investments, LLC
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|
|
|
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|
AlpenGlobal Capital LLC
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|
SJS Investment Consulting Inc.
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|
MidWestOne Financial Group, Inc.
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|
|
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|
Capital Advisors, Ltd. LLC
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|
|
|
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|
Victory Financial Group, Llc
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
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|
FCG Investment Co
|
|
|
|
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|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
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Access Financial Services, Inc.
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Jabodon Pt Co
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Financial & Tax Architects, LLC
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Raymond James Financial Inc
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Prime Capital Investment Advisors, LLC
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Mission Wealth Management, Lp
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Baugh & Associates, LLC
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HMS Capital Management, LLC
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Kim, Llc
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Siligmueller & Norvid Wealth Advisors LLC
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Sequoia Financial Advisors, LLC
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Bnp Paribas
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IMC-Chicago, LLC
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Wealth Alliance Advisory Group, LLC
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GM Advisory Group, Inc.
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Crescent Park Management, L.P.
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Prosperity Wealth Management, Inc.
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Beech Hill Advisors, Inc.
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Annex Advisory Services, LLC
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Cardiff Park Advisors, Llc
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GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class
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Df Dent & Co Inc
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Integrity Alliance, Llc.
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Bellevue Asset Management, Llc
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Ritter Daniher Financial Advisory LLC / DE
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DRW Securities, LLC
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Birinyi Associates Inc
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First Foundation Advisors
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
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Sharper & Granite LLC
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Epiq Partners, Llc
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Mpwm Advisory Solutions, Llc
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Stairway Partners, LLC
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Interchange Capital Partners, LLC
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Prudential Plc
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Nicholas Hoffman & Company, LLC.
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Newport Capital Group, LLC
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Rivernorth Opportunities Fund, Inc.
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Aspen Grove Capital, LLC
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21 West Wealth Management LLC
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Caerus Investment Advisors, LLC
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Monaco Asset Management SAM
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Redwood Investment Management, Llc
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Bank OZK
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Spinnaker Trust
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Sovran Advisors, LLC
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Avestar Capital, LLC
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GTSOX - GLENMEDE FUND INC - Secured Options Portfolio - Advisor Shares
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Gillespie Robinson & Grimm Inc
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Cornerstone Select Advisors, LLC
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Bay Rivers Group
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Commonwealth Retirement Investments LLC
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Atticus Wealth Management, Llc
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Legacy Financial Strategies, LLC
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Pring Turner Capital Group Inc
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Morey & Quinn Wealth Partners, LLC
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Acropolis Investment Management, LLC
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BlueSky Wealth Advisors, LLC
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Cm Wealth Advisors Llc
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Brown Wealth Management, Llc
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Richardson Financial Services Inc.
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Dominguez Wealth Management Solutions, Inc.
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Akuna Securities Llc
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Woodmont Investment Counsel Llc
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Fort Washington Investment Advisors Inc /oh/
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Caas Capital Management Lp
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Austin Wealth Management, LLC
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Deroy & Devereaux Private Investment Counsel Inc
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J.P. Marvel Investment Advisors, LLC
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GFG Capital, LLC
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Prospect Financial Services LLC
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Hoffman, Alan N Investment Management
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Anfield Capital Management, LLC
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Advent Capital Management /de/
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Morangie Management LLC
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Private Advisory Group LLC
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WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
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25 Llc
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Eclectic Associates Inc /adv
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Alamea Verwaltungs GmbH
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Gamco Investors, Inc. Et Al
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WFA of San Diego, LLC
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Successful Portfolios LLC
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First National Bank Sioux Falls
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Tiaa Trust, National Association
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Perfromance Wealth Partners, LLC
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Pennington Partners & Co., Llc
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Sage Capital Management, LLC
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KPP Advisory Services LLC
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Second Half Financial Partners, LLC
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Patriot Financial Group Insurance Agency, LLC
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Canandaigua National Bank & Trust Co
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Yousif Capital Management, Llc
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CVA Family Office, LLC
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Forthright Family Wealth Advisory LLC
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United Bank
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ICONIQ Capital, LLC
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GenWealth Group, Inc.
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Zions Bancorporation, National Association /ut/
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Centennial Bank/AR/
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Quarry Hill Advisors, Llc
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United Capital Financial Advisers, Llc
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PFG Advisors
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Avantax Advisory Services, Inc.
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AIMZ Investment Advisors, LLC
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Cypress Financial Planning Llc
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Louisbourg Investments Inc.
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Sharp Financial Services, LLC
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Laurel Wealth Advisors LLC
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Ironsides Asset Advisors, LLC
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1 North Wealth Services Llc
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Sitrin Capital Management LLC
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Sittner & Nelson, Llc
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Kuhn & Co Investment Counsel
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Pacitti Group Inc.
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Novus Advisors, Llc
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Clal Insurance Enterprises Holdings Ltd
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Mizuho Markets Americas Llc
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Evolution Wealth Management Inc.
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Power Wealth Management Llc
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Valiant Capital Management, L.P.
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Advisor Group Holdings, Inc.
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Hbk Investments L P
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Northstar Asset Management Llc
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Planning Alternatives Ltd /adv
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Ami Asset Management Corp
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Heartwood Wealth Advisors LLC
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
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N.E.W. Advisory Services LLC
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Blue Zone Wealth Advisors, LLC
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Notis-McConarty Edward
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Berkshire Asset Management Llc/pa
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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Exencial Wealth Advisors, Llc
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State of Wyoming
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Okabena Investment Services Inc
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Barlow Wealth Partners, Inc.
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Thoroughbred Financial Services, Llc
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BIP Alliance, LLC
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Navigation Wealth Management, Inc.
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VELA Investment Management, LLC
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Aragon Global Management, LP
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Curbstone Financial Management Corp
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CWA Asset Management Group, LLC
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Bristlecone Advisors, LLC
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Long Run Wealth Advisors, LLC
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Intrua Financial, LLC
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Itau Unibanco Holding S.A.
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Easterly Investment Partners Llc
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Stage Harbor Financial, Llc
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Optivise Advisory Services LLC
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Belpointe Asset Management LLC
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Bell Investment Advisors, Inc
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Boston Research & Management Inc
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Winthrop Capital Management, LLC
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Foster Victor Wealth Advisors, LLC
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Rosenberg Matthew Hamilton
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Elevated Capital Advisors, LLC
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Strategic Wealth Designers
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Liberty Wealth Management Llc
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Millennium Management Llc
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GFS Advisors, LLC
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Harris Associates L P
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Planning Center, Inc.
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Trust Co Of Virginia /va
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Gateway Wealth Partners, LLC
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Dymon Asia Capital (singapore) Pte. Ltd.
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CFS Investment Advisory Services, LLC
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O'ROURKE & COMPANY, Inc
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Fortis Group Advisors, LLC
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Garnet Equity Capital Holdings, Inc.
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Optas, LLC
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Quest Investment Management Llc
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Kennedy Investment Group
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Biltmore Family Office, LLC
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AF Advisors, Inc.
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Cullen/frost Bankers, Inc.
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Hanover Advisors Inc
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Wealthspire Advisors, LLC
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Ancora Advisors, LLC
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Austin Asset Management Co Inc
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Twelve Points Wealth Management LLC
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Corundum Group, Inc.
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Buska Wealth Management, LLC
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Senator Investment Group LP
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Mjp Associates Inc /adv
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National Wealth Management Group, LLC
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Novem Group
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Conquis Financial Llc
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Advisory Research Inc
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TT Capital Management LLC
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Fischer Investment Strategies, Llc
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Prosperity Consulting Group, LLC
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Us Financial Advisors, Llc
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Man Group plc
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New York Life Insurance Co
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Fwl Investment Management, Llc
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Financial Connections Group, Inc.
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First Heartland Consultants, Inc.
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Trust Co Of Vermont
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Quantum Private Wealth, LLC
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Eastern Bank
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Janney Capital Management LLC
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Godsey & Gibb Associates
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Ameriprise Financial Inc
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American Capital Advisory, LLC
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Ashton Thomas Securities, Llc
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Headinvest, Llc
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Carnegie Capital Asset Management, LLC
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Capital Investment Counsel, Inc
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Droms Strauss Advisors Inc /mo/ /adv
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Zacks Investment Management
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Bailard, Inc.
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DB Fitzpatrick & Co, Inc
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Wealth Enhancement Advisory Services, Llc
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Durante & Waters, Llc
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Sterneck Capital Management, LLC
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O'Dell Group, LLC
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Financial Council Asset Management Inc
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Tanglewood Legacy Advisors, LLC
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Wind River Trust Co
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First Command Advisory Services, Inc.
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Chemung Canal Trust Co
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Canada Pension Plan Investment Board
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Triune Financial Partners, LLC
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Bank of New York Mellon Corp
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Aspiring Ventures, LLC
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Conscious Wealth Investments, Llc
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Private Management Group Inc
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Headland Capital, LLC
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Elevatus Welath Management
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Vicus Capital
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Mainstay Capital Management Llc /adv
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AlTi Global, Inc.
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Advisor Resource Council
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Howard Capital Management Inc.
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Godshalk Welsh Capital Management, Inc.
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Alpha DNA Investment Management LLC
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Main Street Group, LTD
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
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Clarity Capital Advisors, LLC
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Sterling Financial Group, Inc.
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Financial Strategies Group, Inc.
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ORBA Wealth Advisors, L.L.C.
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Bright Financial Advisors, Inc.
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Signaturefd, Llc
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Howland Capital Management Llc
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China Universal Asset Management Co., Ltd.
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Topel & Distasi Wealth Management, LLC
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Lee-Kelleher Wealth Management
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Chickasaw Capital Management Llc
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Gw Henssler & Associates Ltd
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Creegan & Nassoura Financial Group, LLC
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Miramar Fiduciary Corp
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Nissay Asset Management Corp /japan/ /adv
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Stack Financial Management, Inc
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Bosman Wealth Management, LLC
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Marmo Financial Group, LLC
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Freestone Capital Holdings, LLC
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Guggenheim Strategic Opportunities Fund
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Capital World Investors
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Cornerstone Wealth Group, LLC
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Herold Advisors, Inc.
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Advisory Services Network, LLC
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MKT Advisors LLC
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Archon Partners LLC
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Mosaic Family Wealth Partners, Llc
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Park Square Financial Group, LLC
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Legacy Wealth Management, LLC / MS
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Vista Investment Management
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Hemenway Trust Co LLC
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Schroder Investment Management Group
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Pachira Investments Inc.
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Davies Financial Advisors, Inc.
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Park Edge Advisors, LLC
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WealthCollab, LLC
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Advisory Resource Group
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Rather & Kittrell, Inc.
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Cannon Advisors, Inc.
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Trinity Financial Advisors LLC
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Roberts Wealth Advisors, LLC
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Providence First Trust Co
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SS&H Financial Advisors, Inc.
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Maseco Llp
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Round Rock Advisors, LLC
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Keyes, Stange & Wooten Wealth Management, LLC
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IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares
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Curio Wealth, Llc
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Lepercq De Neuflize Asset Management LLC
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HB Wealth Management, LLC
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Kings Path Partners LLC
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Wilkins Miller Wealth Management, LLC
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Kintayl Capital LP
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Doheny Asset Management /ca
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Fmr Llc
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Mustard Seed Financial, LLC
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BW Gestao de Investimentos Ltda.
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J. Safra Sarasin Holding AG
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Tcw Group Inc
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Financial Advisory Corp
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|
|
Invst, LLC
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Von Berge Wealth Management Group, LLC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Curated Wealth Partners LLC
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Constant Guidance Financial LLC
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Brandywine Oak Private Wealth Llc
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Elm Partners Management LLC
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Harbor Investment Advisory, Llc
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Commonwealth Equity Services, Llc
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KWB Wealth
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Apexium Financial, Lp
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LS Investment Advisors, LLC
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Barnes Pettey Financial Advisors, Llc
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Wells Trecaso Financial Group, LLC
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Allied Investment Advisors, LLC
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Permanent Capital Management, LP
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Insight Advisors, LLC/ PA
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Hackensack Meridian Health, Inc.
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Purkiss Capital Advisors LLC
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Valley National Advisers Inc
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Lanham O'Dell & Company, Inc.
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Dividend Asset Capital, Llc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
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Ramiah Investment Group
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Jefferies Financial Group Inc.
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Everhart Financial Group, Inc.
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Redmond Asset Management, LLC
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M Wealth Management, LLC
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Tme Financial, Inc.
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Vermillion & White Wealth Management Group, LLC
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Alpha Financial Partners, LLC
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One Charles Private Wealth Services, LLC
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Carnegie Lake Advisors LLC
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Archford Capital Strategies, LLC
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Cambridge Advisors Inc.
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New Age Alpha Advisors, LLC
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Pointe Capital Management LLC
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Port Capital LLC
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