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AE Wealth Management LLC
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Carnegie Capital Asset Management, LLC
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Alteri Wealth LLC
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Graves-Light Private Wealth Management, Inc.
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Arlington Trust Co LLC
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Tanager Wealth Management LLP
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Tillman Hartley LLC
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TRUE Private Wealth Advisors
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CENTRAL TRUST Co
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Berkshire Bank
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Equitable Holdings, Inc.
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Greenline Partners, LLC
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Harbour Investments, Inc.
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OVT - Listed Funds Trust - Overlay Shares Short Term Bond ETF
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Penserra Capital Management LLC
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MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
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Regions Financial Corp
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Econ Financial Services Corp
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Fundamentun, Llc
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Robinson Value Management, Ltd.
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Tower View Investment Management & Research LLC
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Chicago Capital, LLC
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Verdence Capital Advisors LLC
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Keener Financial Planning LLC
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Guardian Asset Advisors, LLC
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Hiley Hunt Wealth Management
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UBS Group AG
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Axos Invest Inc.
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Efficient Advisors, LLC
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Courier Capital Llc
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Level Wealth Management LLC
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Squarepoint Ops LLC
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Virtus Family Office LLC
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JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
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Strategy Asset Managers Llc
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Novak & Powell Financial Services, Inc.
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HB Wealth Management, LLC
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Capital Advantage, Inc.
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Longview Financial Advisors LLC
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Financial Advisory Service, Inc.
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Conservest Capital Advisors, Inc.
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Powell Investment Advisors, LLC
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Armstrong Advisory Group, Inc
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GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF
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Federation des caisses Desjardins du Quebec
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Millennium Management Llc
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Citigroup Inc
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Chicago Partners Investment Group LLC
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Leuthold Group, Llc
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Sound View Wealth Advisors Group, LLC
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1492 Capital Management LLC
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Blue Edge Capital, LLC
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Rockwood Wealth Management, LLC
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Seacrest Wealth Management, Llc
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Weatherly Asset Management L. P.
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Capital Group Private Client Services, Inc.
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Hanover Advisors Inc
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Rialto Wealth Management, LLC
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Smith, Moore & Co.
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LGT Financial Advisors LLC
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Mustard Seed Financial, LLC
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Muirfield Wealth Advisors Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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FDx Advisors, Inc.
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Kilter Group LLC
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Factorial Partners, Llc
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Investment Advisory Group, LLC
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Sunburst Financial Group, LLC
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Ashton Thomas Private Wealth, LLC
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Prospect Financial Services LLC
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J. W. Coons Advisors, LLC
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Moneta Group Investment Advisors Llc
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Titleist Asset Management, Llc
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Trinity Wealth Management, LLC
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Jfs Wealth Advisors, Llc
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Steele Capital Management, Inc.
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Banco Bilbao Vizcaya Argentaria, S.a.
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Axxcess Wealth Management, Llc
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BCS Wealth Management
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Keyvantage Wealth, Llc
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Ameriflex Group, Inc.
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Condor Capital Management
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Prime Capital Investment Advisors, LLC
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|
ULTRA SERIES FUND - Conservative Allocation Fund Class I
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Islay Capital Management, Llc
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Peregrine Asset Advisers, Inc.
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Rosenblum Silverman Sutton S F Inc /ca
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Coordinated Financial Services, Inc./CO
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Coston, McIsaac & Partners
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ProVise Management Group, LLC
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Susquehanna International Group, Llp
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Beaird Harris Wealth Management, LLC
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Capital Advisors, Ltd. LLC
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National Asset Management, Inc.
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Pettyjohn, Wood & White, Inc
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Private Capital Management Llc
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Prosperity Planning, Inc.
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Private Management Group Inc
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Kuhn & Co Investment Counsel
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Pnc Financial Services Group, Inc.
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Arete Wealth Advisors, LLC
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Vista Investment Management
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Fourth Dimension Wealth, LLC
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Verum Partners LLC
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Johnson Financial Group, Inc.
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LRI Investments, LLC
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Aspiriant, Llc
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Arkadios Wealth Advisors
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Southeast Asset Advisors Inc.
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Investmark Advisory Group LLC
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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Certified Advisory Corp
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Montag A & Associates Inc
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Sanibel Captiva Trust Company, Inc.
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Iams Wealth Management, Llc
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Sprott Inc.
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Good Life Advisors, LLC
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IMZ Advisory Inc
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Washington Capital Management Inc
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Vestmark Advisory Solutions, Inc.
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Rehmann Capital Advisory Group
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Apollon Wealth Management, LLC
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|
Renaissance Technologies Llc
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Tower Research Capital LLC (TRC)
|
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|
LifePlan Financial, LLC
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|
Naples Global Advisors, Llc
|
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Rappaport Reiches Capital Management, LLC
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Flow Traders U.s. Llc
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Jacobi Capital Management LLC
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Keebeck Wealth Management, LLC
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Hancock Whitney Corp
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Chandler Asset Management, Inc.
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Kingsview Wealth Management, LLC
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Botty Investors LLC
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BCK Partners, Inc.
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King Luther Capital Management Corp
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Mml Investors Services, Llc
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Change Path, LLC
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Exchange Bank
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Forbes Financial Planning, Inc.
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Cedar Point Capital Partners, LLC
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Fiduciary Advisors, Inc.
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Zhang Financial LLC
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Beacon Bridge Wealth Partners, LLC
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RMB Capital Management, LLC
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Luminvest Wealth Management LLC
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Bragg Financial Advisors, Inc
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McDonough Capital Management, Inc
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Duncker Streett & Co Inc
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Stratos Wealth Advisors, LLC
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|
State Of Wisconsin Investment Board
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Pure Financial Advisors, Inc.
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Cornerstone Wealth Management, LLC
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Narus Financial Partners, LLC
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|
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|
Aptus Capital Advisors, LLC
|
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|
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|
GDS Wealth Management
|
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|
MAS Advisors LLC
|
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|
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|
Legacy Capital Wealth Partners, LLC
|
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|
First Financial Corp /in/
|
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|
Pine Haven Investment Counsel, Inc
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XTX Topco Ltd
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First International Bank of Israel Ltd.
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Diversified Portfolios, Inc.
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|
Rothschild Capital Partners, LLC
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Main Street Financial Solutions, LLC
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|
Eukles Asset Management
|
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|
Opal Wealth Advisors, LLC
|
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|
|
|
|
Country Club Bank /gfn
|
|
|
|
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|
Krilogy Financial LLC
|
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|
|
|
|
Benchmark Wealth Management, LLC
|
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|
|
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|
Foundations Investment Advisors, LLC
|
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|
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|
Patten & Patten Inc/tn
|
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|
Shufro Rose & Co Llc
|
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|
Strategic Blueprint, LLC
|
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|
|
|
|
Asio Capital, LLC
|
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|
|
|
|
TCG Advisory Services, LLC
|
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|
|
|
|
Interactive Financial Advisors
|
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|
|
Hirtle Callaghan & Co LLC
|
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|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
|
|
|
HT Partners LLC
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|
Capital Investment Advisory Services, LLC
|
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|
Grand Wealth Management, Llc
|
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|
Cloud Capital Management, LLC
|
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|
|
Market Street Wealth Management Advisors Llc
|
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|
|
|
RiverFront Investment Group, LLC
|
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|
|
|
|
Arcadia Investment Management Corp/mi
|
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|
|
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|
Parkside Financial Bank & Trust
|
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|
Cypress Capital, LLC
|
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|
DHJJ Financial Advisors, Ltd.
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|
C M Bidwell & Associates Ltd
|
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Concurrent Investment Advisors, LLC
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Wealthcare Capital Partners, LLC
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|
UMA Financial Services, Inc.
|
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|
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
|
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|
Colonial Trust Advisors
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|
|
|
|
|
Madison Asset Management, LLC
|
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|
|
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|
Octavia Wealth Advisors, LLC
|
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|
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|
Mmbg Investment Advisors Co.
|
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|
|
|
|
Simplicity Wealth,LLC
|
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|
|
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|
Maridea Wealth Management LLC
|
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|
|
|
|
Family Wealth Partners, Llc
|
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|
|
|
|
Montis Financial, LLC
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
Calton & Associates, Inc.
|
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|
Platt Investment Counsel, LLC
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|
Continuum Advisory, LLC
|
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|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Crews Bank & Trust
|
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|
|
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|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
Essential Planning, LLC.
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|
|
|
|
Alta Wealth Advisors LLC
|
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|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
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|
|
|
|
Chemistry Wealth Management LLC
|
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|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
JCIC Asset Management Inc.
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|
|
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|
Glen Eagle Advisors, LLC
|
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|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Goodman Financial Corp
|
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|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
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|
|
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|
Savant Capital, LLC
|
|
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|
Madden Advisory Services, Inc.
|
|
|
|
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|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A
|
|
|
|
|
|
Coyle Financial Counsel LLC
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|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
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|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
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|
|
|
|
Catalytic Wealth RIA, LLC
|
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|
|
|
|
Capital Investment Advisors, LLC
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|
American Money Management, LLC
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|
Barrett & Company, Inc.
|
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|
BIP Wealth, LLC
|
|
|
|
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|
Cooper Financial Group
|
|
|
|
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|
Great Waters Wealth Management
|
|
|
|
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|
Cumberland Partners Ltd
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|
SBI Securities Co., Ltd.
|
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|
|
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|
Team Financial Group, LLC
|
|
|
|
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|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
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TruNorth Capital Management, LLC
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LPL Financial LLC
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Quaker Wealth Management, LLC
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Berkeley Capital Partners, LLC
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Consilio Wealth Advisors, Llc
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Perigon Wealth Management, LLC
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IHT Wealth Management, LLC
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Hrt Financial Lp
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Orrstown Financial Services Inc
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United Services Automobile Association
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Columbus Macro, LLC
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Magnus Financial Group LLC
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Farmers & Merchants Investments Inc
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Matrix Trust Co
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Mma Asset Management Llc
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Private Advisor Group, LLC
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Vermillion & White Wealth Management Group, LLC
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Clune & Associates, Ltd.
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Horizon Investment Services, LLC
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Liberty Capital Management, Inc.
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Adaptive Financial Consulting, LLC
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Capstone Triton Financial Group, LLC
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Kure Advisory, LLC
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Wbh Advisory Inc
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Raymond James Financial Inc
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Firestone Capital Management
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YHB Investment Advisors, Inc.
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Robertson Stephens Wealth Management, LLC
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Exchange Traded Concepts, Llc
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Sage Financial Management Group, Inc.
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Pinnacle Financial Partners Inc
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SCS Capital Management LLC
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SOUTH STATE Corp
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Bear Mountain Capital, Inc.
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Garde Capital, Inc.
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Lowe Brockenbrough & Co Inc
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Scotia Capital Inc.
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Orion Capital Management LLC
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RoundAngle Advisors LLC
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Glass Jacobson Investment Advisors llc
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Midwest Financial Group LLC
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First National Bank & Trust Co Of Newtown
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Westchester Capital Management, Inc.
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Dynamic Advisor Solutions LLC
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Bull Street Advisors, LLC
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Stelac Advisory Services LLC
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Stonebridge Financial Group, LLC
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Bokf, Na
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Capital Advisory Group Advisory Services, LLC
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Stordahl Capital Management, Inc.
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Mather Group, Llc.
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New Insight Wealth Advisors
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Agf Management Ltd
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Gridiron Partners, LLC
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Martin Capital Advisors, LLP
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AlphaCore Capital LLC
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Trust Co Of Vermont
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Wharton Business Group, LLC
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Tenon Financial LLC
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Beaumont Financial Advisors, LLC
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JBGlobal.com LLC
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Towneley Capital Management, Inc / DE
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Traub Capital Management LLC
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DiMeo Schneider & Associates, L.L.C.
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Verisail Partners, LLC
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Center for Financial Planning, Inc.
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Summit Financial, LLC
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First Trust Advisors Lp
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Cambridge Capital Management, Llc
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Nations Financial Group Inc, /ia/ /adv
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Osborne Partners Capital Management, Llc
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Mezzasalma Advisors, LLC
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Nisa Investment Advisors, Llc
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Roger Wittlin Investment Advisory, LLC
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Zacks Investment Management
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Hartland & Co., LLC
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Pinnacle Wealth Planning Services, Inc.
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Byrne Asset Management LLC
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Ade, Llc
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Caldwell Securities, Inc
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Allen Investment Management LLC
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Breakwater Investment Management
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Cary Street Partners Financial Llc
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Hexagon Capital Partners LLC
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Piscataqua Savings Bank
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Lansing Street Advisors
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Morris Financial Concepts, Inc.
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Sandy Spring Bank
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Novem Group
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RFG Advisory, LLC
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Aries Wealth Management
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Tcfg Wealth Management, Llc
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Wedmont Private Capital
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Pekin Hardy Strauss, Inc.
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Boreal Capital Management LLC
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Japan Science & Technology Agency
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Belpointe Asset Management LLC
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Climber Capital SA
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Spire Wealth Management
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Atlas Brown,Inc.
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Bank Hapoalim Bm
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Marietta Wealth Management, LLC
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Ameritas Investment Partners, Inc.
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Eaton-Cambridge Inc.
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SageView Advisory Group, LLC
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Glenview Trust Co
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O'shaughnessy Asset Management, Llc
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Chatham Capital Group, Inc.
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Cerity Partners LLC
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Stonekeep Investments, LLC
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Walkner Condon Financial Advisors LLC
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Vantage Financial Partners, LLC
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Better Money Decisions, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Modus Advisors, LLC
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Valeo Financial Advisors, LLC
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Procyon Private Wealth Partners, LLC
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Consolidated Portfolio Review Corp
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Clear Investment Research, Llc
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Cambridge Investment Research Advisors, Inc.
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Florin Court Capital LLP
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Redmont Wealth Advisors Llc
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MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A
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Motiv8 Investments LLC
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Manning & Napier Advisors Llc
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Vermillion Wealth Management, Inc.
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Biltmore Family Office, LLC
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Signal Advisors Wealth, LLC
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Brown Brothers Harriman & Co
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Affinity Capital Advisors, LLC
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Barnes Wealth Management Group, Inc
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Pines Wealth Management, LLC
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WealthTrak Capital Management LLC
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Silphium Asset Management Ltd
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Deroy & Devereaux Private Investment Counsel Inc
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Us Financial Advisors, Llc
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AlTi Global, Inc.
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Mesirow Financial Investment Management, Inc.
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Paladin Advisory Group, LLC
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Stone Point Wealth LLC
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Tandem Wealth Advisors LLC
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THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
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Warwick Investment Management, Inc.
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Integrity Investment Advisors, LLC
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Congress Wealth Management LLC / DE /
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Brucke Financial, Inc.
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Pitcairn Co
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SC&H Financial Advisors, Inc.
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Strategic Wealth Partners, Ltd.
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IFP Advisors, Inc
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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Ariadne Wealth Management, LP
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David Kennon Inc
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Security Financial Services, INC.
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Mosaic Financial Group, Llc
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Gold Investment Management Ltd.
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Schroder Investment Management Group
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Cape Investment Advisory, Inc.
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Rocky Mountain Advisers, Llc
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Orser Capital Management, Llc
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Legacy Wealth Management, LLC / MS
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Redhawk Wealth Advisors, Inc.
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Harel Insurance Investments & Financial Services Ltd.
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Aspect Partners, LLC
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Merit Financial Group, LLC
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Cunning Capital Partners, LP
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Zurich Insurance Group Ltd/FI
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Trifecta Capital Advisors, LLC
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Camden Capital, LLC
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Hunter Associates Investment Management Llc
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Cliffwater LLC
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Berkshire Money Management, Inc.
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WPG Advisers, LLC
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Janney Montgomery Scott LLC
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Cambridge Advisors Inc.
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Scott Capital Advisors, LLC
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XY Planning Network, Inc.
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Grove Bank & Trust
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Mitchell Sinkler & Starr/pa
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Seaside Wealth Management, Inc.
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Costello Asset Management, INC
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Cullen/frost Bankers, Inc.
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Sterling Financial Planning, Inc.
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Jackson Hole Capital Partners, LLC
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Agate Pass Investment Management, LLC
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Cypress Financial Planning Llc
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Barclays Plc
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Westside Investment Management, Inc.
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Brandywine Oak Private Wealth Llc
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SRS Capital Advisors, Inc.
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Summit Global Investments
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Stonehage Fleming Financial Services Holdings Ltd
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Seelaus Asset Management LLC
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Putnam Fl Investment Management Co
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Helen Stephens Group, LLC
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Friedenthal Financial
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Catalyst Capital Advisors LLC
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Harbor Asset Planning, Inc.
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Graypoint LLC
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Motco
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Idaho Trust Bank
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Kelman-Lazarov, Inc.
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WealthCollab, LLC
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Cable Hill Partners, LLC
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Td Private Client Wealth Llc
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Telos Capital Management, Inc.
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Captrust Financial Advisors
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Axis Wealth Partners, LLC
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Oppenheimer & Co Inc
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First Financial Bankshares Inc
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A. D. Beadell Investment Counsel, Inc.
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Investments & Financial Planning, LLC
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Novare Capital Management Llc
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Chapin Davis, Inc.
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Whittier Trust Co Of Nevada Inc
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Kestra Private Wealth Services, Llc
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Mendota Financial Group, LLC
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Prevail Innovative Wealth Advisors, Llc
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Gordian Advisors LLC
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Delta Asset Management Llc/tn
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Beese Fulmer Investment Management, Inc.
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Ramiah Investment Group
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Galvin, Gaustad & Stein, LLC
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Metropolitan Life Insurance Co/ny
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Neuberger Berman Group LLC
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Fisher Asset Management, LLC
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Vantagepoint Investment Advisers Llc
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EP Wealth Advisors, Inc.
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Commonwealth Equity Services, Llc
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Indiana Trust & Investment Management CO
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Clarity Capital Partners LLC
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Eagle Bay Advisors LLC
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Bare Financial Services, Inc
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Capstone Capital Wealth Advisors
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Principal Financial Group Inc
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Cardiff Park Advisors, Llc
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Vise Technologies, Inc.
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U.S. Capital Wealth Advisors, LLC
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Advisory Services Network, LLC
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Level Financial Advisors, Inc.
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White Lighthouse Investment Management Inc.
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Old Point Trust & Financial Services N A
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Winch Advisory Services, LLC
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Capital Asset Advisory Services LLC
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Connecticut Wealth Management, LLC
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AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
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Hilltop Partners LLC
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Gladwyn Financial Advisors, Inc.
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III Capital Management
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Maseco Llp
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CI Private Wealth, LLC
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Avion Wealth
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Ronald Blue Trust, Inc.
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Abound Wealth Management
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Hara Capital LLC
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Arbor Trust Wealth Advisors, Llc
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New England Asset Management Inc
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Roundview Capital LLC
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Rakuten Investment Management, Inc.
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J.Safra Asset Management Corp
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Petra Financial Advisors Inc
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Quartz Partners, LLC
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Pittenger & Anderson Inc
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Bnp Paribas
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BlackRock, Inc.
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Barings Llc
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Farrell Financial LLC
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SMART Wealth LLC
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First Horizon Advisors, Inc.
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Morgan Stanley
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Phillips Financial Management, Llc
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WFA of San Diego, LLC
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Activest Wealth Management
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Jacobson & Schmitt Advisors, Llc
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Siligmueller & Norvid Wealth Advisors LLC
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Foundation Wealth Management, LLC\PA
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Envestnet Asset Management Inc
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Integrated Advisors Network LLC
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Jones Financial Companies Lllp
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Silver Oak Advisory Group, Inc.
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Canton Hathaway, LLC
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Asset Management Group, Inc.
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Blue Barn Wealth, LLC
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Wealth Enhancement Advisory Services, Llc
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Barnes Pettey Financial Advisors, Llc
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Garden State Investment Advisory Services LLC
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Lazard Asset Management Llc
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Equita Financial Network, Inc.
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CV Advisors LLC
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Valley Financial Group, Inc.
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EFG Asset Management (Americas) Corp.
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NorthRock Partners, LLC
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Virtue Capital Management, LLC
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Compass Financial Group, INC/SD
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Sage Rhino Capital Llc
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Colonial Trust Co / SC
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Vista Cima Wealth Management LLC
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Van Strum & Towne Inc.
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Sonata Capital Group Inc
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Institute for Wealth Management, LLC.
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Alpha Cubed Investments, LLC
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Quest 10 Wealth Builders, Inc.
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Victory Capital Management Inc
|
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Pictet North America Advisors SA
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HHM Wealth Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Sovereign Financial Group, Inc.
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Taylor, Cottrill, Erickson & Associates, Inc.
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Meridian Wealth Management, LLC
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C2C Wealth Management, LLC
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BCS Private Wealth Management, Inc.
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Empirical Asset Management, LLC
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Gradient Capital Advisors, LLC
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Busey Wealth Management
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VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
|
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Thrive Wealth Management, LLC
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Fortress Wealth Group, LLC
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Penobscot Investment Management Company, Inc.
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Long Island Wealth Management, Inc.
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Eagle Global Advisors Llc
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Financial Management Professionals, Inc.
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Quattro Financial Advisors Llc
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Poplar Forest Capital LLC
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Resources Investment Advisors, LLC.
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Rothschild Investment Llc
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Two Roads Shared Trust - Foundations Dynamic Income ETF
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|
RW Investment Management LLC
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|
Robinson Smith Wealth Advisors Llc
|
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|
SkyOak Wealth, LLC
|
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Urban Financial Advisory Corp
|
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Pacific Point Advisors, LLC
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Discipline Wealth Solutions, LLC
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Round Rock Advisors, LLC
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Independent Advisor Alliance
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Maryland Capital Advisors Inc.
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Banque Pictet & Cie Sa
|
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Minot DeBlois Advisors LLC
|
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|
|
|
|
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares
|
|
|
|
|
|
First Merchants Corp
|
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|
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QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
|
|
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Nwam Llc
|
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Elite Financial, Inc.
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|
|
|
Twin Peaks Wealth Advisors, LLC
|
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Sage Capital Advisors,llc
|
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|
|
|
|
Trinity Financial Advisors LLC
|
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|
Capital Insight Partners, Llc
|
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|
|
Employees' Retirement Fund of the City of Fort Worth
|
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|
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Asset Allocation & Management Company, LLC
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Fortress Financial Solutions, LLC
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Bristlecone Advisors, LLC
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Jump Financial, LLC
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Stephens Consulting, LLC
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Pinnacle Associates Ltd
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BCJ Capital Management, LLC
|
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|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Bowie Capital Management, LLC
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|
Beacon Pointe Advisors, LLC
|
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|
Northern Trust Corp
|
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|
|
Rosenberg Matthew Hamilton
|
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|
Investors Research Corp
|
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|
Avaii Wealth Management, Llc
|
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Atria Investments Llc
|
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Phoenix Holdings Ltd.
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KM Capital Management Ltd.
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Cedar Mountain Advisors, LLC
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StoneX Group Inc.
|
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|
McIlrath & Eck, LLC
|
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BancorpSouth Bank
|
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|
Western Wealth Management, LLC
|
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|
Verus Wealth Management, Llc
|
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Raab & Moskowitz Asset Management LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
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|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Marion Wealth Management
|
|
|
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|
Peapack Gladstone Financial Corp
|
|
|
|
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Rsm Us Wealth Management Llc
|
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|
Trans-Canada Capital Inc.
|
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|
Clear Creek Financial Management, LLC
|
|
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|
|
Coldstream Capital Management Inc
|
|
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|
|
Providence First Trust Co
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
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WNY Asset Management, LLC
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Prudential Financial Inc
|
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ETF Store, Inc.
|
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Principal Securities, Inc.
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Stonebridge Financial Planning Group, LLC
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Signature Resources Capital Management, LLC
|
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|
|
UG Investment Advisers Ltd.
|
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|
|
|
|
City State Bank
|
|
|
|
|
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Coastline Trust Co
|
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|
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Berkshire Asset Management Llc/pa
|
|
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|
Bellecapital International Ltd.
|
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|
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Aspetuck Financial Management LLC
|
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Edgestream Partners, L.P.
|
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|
|
|
|
Millstone Evans Group, LLC
|
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|
|
Compass Advisory Group LLC
|
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|
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|
Buffington Mohr McNeal
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Perennial Advisors, LLC
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Hidden Cove Wealth Management, LLC
|
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Mission Creek Capital Partners, Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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Equity Investment Corp
|
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|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
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|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
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|
Gwn Securities Inc.
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Park Avenue Securities Llc
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Anson Capital, Inc.
|
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|
Willow Creek Wealth Management Inc.
|
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Objectivity Squared, LLC
|
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|
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|
EPG Wealth Management LLC
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Fortis Capital Management LLC
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|
Quantum Financial Planning Services, Inc.
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
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Manchester Capital Management LLC
|
|
|
|
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|
S&t Bank/pa
|
|
|
|
|
|
Sheets Smith Investment Management
|
|
|
|
|
|
Alliancebernstein L.p.
|
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|
Disciplined Investments, LLC
|
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|
Brooks, Moore & Associates, Inc.
|
|
|
|
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|
Nepc Llc
|
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|
|
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|
Fifth Third Bancorp
|
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|
Sandy Cove Advisors, LLC
|
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|
MidAtlantic Capital Management, Inc.
|
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|
|
|
MGO Private Wealth, LLC
|
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|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
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|
Sax Wealth Advisors, Llc
|
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|
Geneos Wealth Management Inc.
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|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
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|
Royal Bank Of Canada
|
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|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Concord Wealth Partners
|
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|
Powers Advisory Group, LLC
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|
Sumitomo Mitsui Financial Group, Inc.
|
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|
Jane Street Group, Llc
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|
Oakwell Private Wealth Management, LLC
|
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|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
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|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
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|
Parkside Advisors LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
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|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Beaumont Capital Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Liquid Strategies, LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
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|
Endeavor Private Wealth, Inc.
|
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|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
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|
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Essex Financial Services, Inc.
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Schechter Investment Advisors, LLC
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Chilton Capital Management Llc
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Winthrop Capital Management, LLC
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Bulwark Capital Corp
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Eq Wealth Advisors, Llc
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Colony Group, LLC
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Running Point Capital Advisors, LLC
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Index Fund Advisors, Inc.
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Grimes & Company, Inc.
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Bakala Capital Management LLC
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Main Management LLC
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Leonard Rickey Investment Advisors P.L.L.C.
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New England Private Wealth Advisors LLC
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Advisors Asset Management, Inc.
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Riverview Capital Advisers, LLC
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JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
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Johnson Bixby & Associates, LLC
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Zwj Investment Counsel Inc
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Parallel Advisors, LLC
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Milestone Investment Advisors LLC
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IFG Advisors, LLC
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Meriwether Wealth & Planning, LLC
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First National Trust Co
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Redwood Financial Network Corp
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Diversify Wealth Management, Llc
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Legacy Advisory Services, LLC
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HBW Advisory Services LLC
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Balboa Wealth Partners
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BRYN MAWR TRUST Co
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Eastern Bank
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Curio Wealth, Llc
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National Bank Of Canada /fi/
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Pacifica Partners Inc.
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Winthrop Advisory Group LLC
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Chapman Financial Group, Llc
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Hallmark Capital Management Inc
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Ausdal Financial Partners, Inc.
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FIDELIS iM, LLC
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Meredith Wealth Planning
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Wesbanco Bank Inc
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TAGStone Capital, Inc.
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Fischer Financial Services, Inc.
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Creative Planning
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Meitav Dash Investments Ltd
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Charter Trust Co
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Csenge Advisory Group
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LVW Advisors, LLC
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Fmr Llc
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Elser Financial Planning, Inc
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Two Sigma Securities, Llc
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Conrad Siegel Investment Advisors, Inc.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1
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Kestra Investment Management, LLC
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Toth Financial Advisory Corp
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Atria Wealth Solutions, Inc.
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Orion Portfolio Solutions, LLC
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Harwood Advisory Group, LLC
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D.B. Root & Company, LLC
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BankPlus Trust Department
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BKD Wealth Advisors, LLC
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McKinley Carter Wealth Services, Inc.
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Adviser Investments LLC
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GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
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Arcataur Capital Management LLC
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JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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DMG Group, LLC
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Savvy Advisors, Inc.
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CVA Family Office, LLC
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Mason & Associates Inc
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Lawson Kroeker Investment Management Inc/ne
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United Community Bank
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WASHINGTON TRUST Co
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Tiaa Trust, National Association
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Northern Oak Wealth Management Inc
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GWM Advisors LLC
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Brighton Jones Llc
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Steward Partners Investment Advisory, Llc
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Beacon Financial Group
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Northstar Financial Companies, Inc.
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NewEdge Wealth, LLC
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M Holdings Securities, Inc.
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Capasso Planning Partners LLC
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Rise Advisors, LLC
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Keybank National Association/oh
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Summa Corp.
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Centaurus Financial, Inc.
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Tidemark, LLC
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Genesis Wealth Advisors, LLC
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Crewe Advisors LLC
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Advisory Alpha, LLC
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Element Wealth, LLC
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Advisory Research Inc
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Manhattan West Asset Management, LLC
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American National Bank
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JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
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Independence Bank of Kentucky
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Sheets Smith Wealth Management
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Blossom Wealth Management
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Bogart Wealth, LLC
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DAVENPORT & Co LLC
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Bedel Financial Consulting, Inc.
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Trellis Wealth Advisors LLC
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Essex LLC
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Navigation Wealth Management, Inc.
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Sowell Financial Services LLC
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Palouse Capital Management, Inc.
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Bank Of Nova Scotia
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iA Global Asset Management Inc.
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Kovitz Investment Group Partners, LLC
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Hassell Wealth Management, LLC
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Vigilare Wealth Management
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Creekside Partners
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Modera Wealth Management, LLC
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JNBA Financial Advisors
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Brown, Lisle/cummings, Inc.
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Smithfield Trust Co
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Shotwell Rutter Baer Inc
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VERITY Wealth Advisors
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Cetera Investment Advisers
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Seizert Capital Partners, Llc
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Kestra Advisory Services, LLC
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Murphy & Mullick Capital Management Corp
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OneAscent Financial Services LLC
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North Forty Two & Co.
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Comerica Bank
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Ridgeline Wealth Planning, LLC
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Valmark Advisers, Inc.
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Ironwood Investment Counsel, LLC
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Summit Wealth Partners, LLC
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Pinnacle Bancorp, Inc.
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Sightline Wealth Advisors, LLC
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Coordinated Financial Services, Inc.
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Covenant Asset Management, LLC
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CAP Partners, LLC
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TD Waterhouse Canada Inc.
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Ami Investment Management Inc
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Seven Springs Wealth Group, LLC
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Kwmg, Llc
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Juncture Wealth Strategies, Llc
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Bank of Jackson Hole Trust
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TT Capital Management LLC
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Matisse Capital
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SOA Wealth Advisors, LLC.
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Insigneo Advisory Services, Llc
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Wealthspan Partners, Llc
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SG Americas Securities, LLC
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Stockman Wealth Management, Inc.
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Weik Capital Management
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Massachusetts Wealth Management
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Obermeyer Wood Investment Counsel, Lllp
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RFG - Bristol Wealth Advisors, LLC
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Beacon Capital Management, LLC
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Key FInancial Inc
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Liberty Square Wealth Partners Llc
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American Family Investments, Inc.
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Rockefeller Capital Management L.P.
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Culbertson A N & Co Inc
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Vontobel Holding Ltd.
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Hilltop Holdings Inc.
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Probity Advisors, Inc.
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Mission Wealth Management, Lp
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Nvwm, Llc
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Exencial Wealth Advisors, Llc
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Wulff, Hansen & Co.
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Unison Advisors LLC
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Baker Avenue Asset Management, LP
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Blume Capital Management, Inc.
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Contravisory Investment Management, Inc.
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Koshinski Asset Management, Inc.
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Bath Savings Trust Co
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D.a. Davidson & Co.
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N.E.W. Advisory Services LLC
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PKS Advisory Services, LLC
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LifeWealth Investments, LLC
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Hm Payson & Co
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Fairview Capital Investment Management, Llc
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Visionary Wealth Advisors
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GAMMA Investing LLC
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Archer Investment Corp
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Retirement Investment Advisors, Inc.
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Hoge Financial Services, Llc
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Ramsay, Stattman, Vela & Price, Inc.
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Studio Investment Management Llc
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TriaGen Wealth Management LLC
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Lutz Financial Services LLC
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Five Pine Wealth Management
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Black Diamond Financial, LLC
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Q3 Asset Management
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Voisard Asset Management Group, Inc.
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SJS Investment Consulting Inc.
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Y.D. More Investments Ltd
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Cwm, Llc
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Community Bank, N.A.
|
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HORAN Wealth, LLC
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Advyzon Investment Management, LLC
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Massmutual Trust Co Fsb/adv
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Howe & Rusling Inc
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Compass Financial Group, Inc.
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Twele Capital Management, Inc.
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Shayne & Co., Llc
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Perennial Investment Advisors, LLC
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Warner Financial, Inc
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Wealthspire Advisors, LLC
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North Star Investment Management Corp.
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Denali Advisors Llc
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Sachetta, LLC
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Harbor Investment Advisory, Llc
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Coastal Bridge Advisors, LLC
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Sofos Investments, Inc.
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Asset Dedication, LLC
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Brown Advisory Inc
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AAFMAA Wealth Management & Trust LLC
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Archford Capital Strategies, LLC
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Darrow Company, Inc.
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Gateway Wealth Partners, LLC
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Transce3nd, LLC
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Great Diamond Partners, LLC
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Albion Financial Group /ut
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GM Advisory Group, Inc.
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Larson Financial Group LLC
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Shaker Investments Llc/oh
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Orcam Financial Group
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|
Northwestern Mutual Wealth Management Co
|
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|
Financial Freedom, LLC
|
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|
Heartwood Wealth Advisors LLC
|
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|
Rossmore Private Capital
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|
Mark Sheptoff Financial Planning, Llc
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Dunhill Financial, LLC
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D. E. Shaw & Co., Inc.
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White Knight Strategic Wealth Advisors, LLC
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Bessemer Group Inc
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Ibex Wealth Advisors
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Bernard Wealth Management Corp.
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Trilogy Capital Inc.
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Tortoise Investment Management, LLC
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Mercer Global Advisors Inc /adv
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Power Wealth Management Llc
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Transamerica Financial Advisors, Inc.
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Guardian Wealth Management, Inc.
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Vident Advisory, LLC
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Accel Wealth Management
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|
Compass Ion Advisors, LLC
|
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MFA Wealth Services
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Plotkin Financial Advisors, LLC
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Consultiva Wealth Management, Corp.
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|
Hobart Private Capital, LLC
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Gts Securities Llc
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|
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
|
|
|
|
|
Harrington Investments, INC
|
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|
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|
State Farm Mutual Automobile Insurance Co
|
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|
Braun-Bostich & Associates Inc.
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|
Ssa Swiss Advisors Ag
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Forum Private Client Group LLC
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|
Old National Bancorp /in/
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Wells Fargo & Company/mn
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Atomi Financial Group, Inc.
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Greenspring Advisors, LLC
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Sentinus, LLC
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|
Twin Focus Capital Partners, Llc
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|
Parsons Capital Management Inc/ri
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|
Cherry Tree Wealth Management, LLC
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|
Clarity Wealth Development LLC
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|
Miracle Mile Advisors, LLC
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|
Fort Vancouver Investment Management, LLC
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|
Cliftonlarsonallen Wealth Advisors, Llc
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Argent Trust Co
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Retireful, LLC
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Patten Group, Inc.
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St Germain D J Co Inc
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Clear Point Advisors Inc.
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Williams Jones Wealth Management, LLC.
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Accurate Wealth Management, LLC
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Life Planning Partners, Inc
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|
Signature Estate & Investment Advisors Llc
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|
AdvisorNet Financial, Inc
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|
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|
HighTower Advisors, LLC
|
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|
Anchor Capital Advisors Llc
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|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
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|
|
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|
Independence Asset Advisors, LLC
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|
Avantax Advisory Services, Inc.
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|
Shelter Mutual Insurance Co
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Addison Advisors LLC
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|
Wealth Effects Llc
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|
Oliver Lagore Vanvalin Investment Group
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|
Garrett Investment Advisors LLC
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|
Graney & King, LLC
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|
Zuckerman Investment Group, LLC
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|
Howard Capital Management Group, LLC
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|
McMill Wealth Management
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|
Atwood & Palmer Inc
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|
Schaeffer Financial LLC
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|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
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S.A. Mason LLC
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J.w. Cole Advisors, Inc.
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|
Professional Financial Advisors, LLC
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Nemes Rush Group LLC
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|
Cutler Investment Counsel Llc
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|
Huntington National Bank
|
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|
International City Management Association Retirement Corp
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|
Stephen J. Garry & Associates, Llc
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|
DDD Partners, LLC
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Fiduciary Alliance LLC
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PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
|
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EverSource Wealth Advisors, LLC
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Capital Analysts, Inc.
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Sound Income Strategies, LLC
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Mirae Asset Global Investments Co., Ltd.
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Total Investment Management Inc
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F/M Investments LLC
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Retirement Systems of Alabama
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PFG Investments, LLC
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Altus Wealth Group LLC
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Hollencrest Capital Management
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Wolff Financial Management Llc
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Evergreen Capital Management Llc
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FineMark National Bank & Trust
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Strid Group, LLC
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GenTrust, LLC
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Orin Green Financial, LLC
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Financial Engines Advisors L.L.C.
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Accredited Wealth Management, LLC
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Caitlin John, LLC
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GeoWealth Management, LLC
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V2 Financial group LLC
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Allworth Financial LP
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Loudon Investment Management, LLC
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Tradition Wealth Management, LLC
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Assetmark, Inc
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Retirement Guys Formula Llc
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Roberts Wealth Advisors, LLC
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Townsquare Capital Llc
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Latko Wealth Management, Ltd.
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Insight Wealth Partners, LLC
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Vicus Capital
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REDW Wealth LLC
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Addison Capital Co
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Cordant, Inc.
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W.H. Cornerstone Investments Inc.
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Anfield Capital Management, LLC
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Vaughan David Investments Inc/il
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Blake Schutter Theil Wealth Advisors, LLC
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Flagship Harbor Advisors, Llc
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OneAscent Family Office, LLC
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Tide Cove Capital Partners LLC
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Sigma Planning Corp
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Transatlantique Private Wealth Llc
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Ancora Advisors, LLC
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Midwest Trust Co
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NewSquare Capital LLC
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Lifeworks Advisors, LLC
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Synovus Financial Corp
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American Financial Advisors, LLC
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Creative Financial Designs Inc /adv
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Kraft, Davis & Associates, LLC
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Capital Investment Services of America, Inc.
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Sims Investment Management, Llc
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Topel & Distasi Wealth Management, LLC
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Moser Wealth Advisors, LLC
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Talon Private Wealth, LLC
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Lighthouse Financial LLC
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Princeton Capital Management Llc
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Golden State Wealth Management, LLC
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Roberts Glore & Co Inc /il/
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First American Trust, Fsb
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LaFleur & Godfrey LLC
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
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Morton Brown Family Wealth, LLC
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PFG Advisors
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Smartleaf Asset Management LLC
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Brookstone Capital Management
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Wells Trecaso Financial Group, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Bank Of Montreal /can/
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Claris Advisors, Llc / Mo /
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Atlantic Trust, LLC
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Nabity-Jensen Investment Management Inc
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Baird Financial Group, Inc.
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Bremer Bank National Association
|
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Essex Savings Bank
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Easterly Investment Partners Llc
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Banco Santander, S.A.
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ShankerValleau Wealth Advisors, Inc.
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Ritholtz Wealth Management
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Sykon Capital Llc
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Altiora Financial Group, LLC
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First Manhattan Co
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First Community Trust Na
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Rodgers & Associates, LTD
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Elm Partners Management LLC
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Buckingham Strategic Partners
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|
Bellwether Advisors, LLC
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Ieq Capital, Llc
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We Are One Seven, LLC
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|
Alesco Advisors Llc
|
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|
Sand Hill Global Advisors, LLC
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|
Cheviot Value Management, LLC
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|
Evolution Advisers, Inc.
|
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|
Middleton & Co Inc/ma
|
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|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
CX Institutional
|
|
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|
|
NFP Retirement, Inc.
|
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|
MorganRosel Wealth Management, LLC
|
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|
Compass Investment Advisers LLC
|
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|
|
Luminist Capital LLC
|
|
|
|
|
|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
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|
Fiduciary Trust Co
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Red Cedar Investment Management, Llc
|
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|
Bigelow Investment Advisors, LLC
|
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|
Great Valley Advisor Group, Inc.
|
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|
MAI Capital Management
|
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|
Windsor Capital Management, LLC
|
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|
Allianz Asset Management GmbH
|
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|
Independent Solutions Wealth Management, LLC
|
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|
Northwest Capital Management Inc
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Insight Inv LLC
|
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|
Clearwater Capital Advisors, LLC
|
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|
Soltis Investment Advisors LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
Heritage Trust Co
|
|
|
|
|
|
Pointe Capital Management LLC
|
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|
|
Park Place Capital Corp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
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|
|
AXS Investments LLC
|
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|
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|
|
Sunbelt Securities, Inc.
|
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|
|
Covestor Ltd
|
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|
|
|
|
Sharper & Granite LLC
|
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|
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|
|
Clarity Capital Advisors, LLC
|
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|
|
Harvest Investment Services, LLC
|
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|
|
Nomura Asset Management Co Ltd
|
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|
|
Invesco Ltd.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
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|
|
|
|
Private Trust Co Na
|
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
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|
|
Prudential Plc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
KPP Advisory Services LLC
|
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|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
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|
|
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|
Plum Street Advisors, LLC
|
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|
|
|
|
Kingstone Capital Partners Texas, LLC
|
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|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Betterment LLC
|
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|
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|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
WTBN - WisdomTree Trust - WisdomTree Bianco Total Return Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Silver Oak Wealth Advisors Services, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
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|
