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Nichols & Pratt Advisers Llp /ma
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WealthPLAN Partners, LLC
|
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King Wealth
|
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Aqr Capital Management Llc
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Cito Capital Group, LLC
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Ameriprise Financial Inc
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Avantax Planning Partners, Inc.
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Huntington National Bank
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Roble, Belko & Company, Inc
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Commonwealth Equity Services, Llc
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Index Fund Advisors, Inc.
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Hudson Valley Investment Advisors Inc /adv
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Heartwood Wealth Advisors LLC
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Meridian Wealth Management, LLC
|
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|
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MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
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Field & Main Bank
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Sierra Ocean, Llc
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Roundview Capital LLC
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Abound Wealth Management
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RiverFront Investment Group, LLC
|
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Tradition Wealth Management, LLC
|
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|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II
|
|
|
|
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LifePlan Financial, LLC
|
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Allworth Financial LP
|
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Main Management LLC
|
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First National Bank of Hutchinson
|
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Joel Isaacson & Co., LLC
|
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Kathleen S. Wright Associates Inc.
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Leisure Capital Management
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Stablepoint Partners, LLC
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Compass Ion Advisors, LLC
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Argent Advisors, Inc.
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Raleigh Capital Management Inc.
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Bristlecone Advisors, LLC
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Kmt Wealth Management, Llc
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Pollock Investment Advisors, LLC
|
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ETF Store, Inc.
|
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Western Wealth Management, LLC
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JPL Wealth Management, LLC
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Kingsman Wealth Management, Inc.
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Lutz Financial Services LLC
|
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Simplicity Wealth,LLC
|
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Patriot Financial Group Insurance Agency, LLC
|
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|
waypoint wealth counsel
|
|
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Milestones Private Investment Advisors LLC
|
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New England Private Wealth Advisors LLC
|
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Wetzel Investment Advisors, Inc.
|
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|
Market Street Wealth Management Advisors Llc
|
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Cypress Capital Advisors, LLC
|
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|
Truist Financial Corp
|
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Ntv Asset Management Llc
|
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Wealthspire Advisors, LLC
|
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Stratos Wealth Partners, LTD.
|
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Augustine Asset Management Inc
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Lam Group, Inc.
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Sterling Investment Management, Inc.
|
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IRSQX - Voya Separate Portfolios Trust - Voya Target Retirement 2050 Fund Class I
|
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Garde Capital, Inc.
|
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Wealth Dimensions Group, Ltd.
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Aua Capital Management, Llc
|
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Koss-Olinger Consulting, LLC
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|
Lantern Wealth Advisors, LLC
|
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Elm Partners Management LLC
|
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Fayez Sarofim & Co
|
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Cwm, Llc
|
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Pegasus Asset Management, Inc.
|
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Main Street Group, LTD
|
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BigSur Wealth Management LLC
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|
Bank Of Nova Scotia
|
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|
Seven Post Investment Office LP
|
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|
Vestor Capital, Llc
|
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|
Disciplina Capital Management LLC
|
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|
Elevate Wealth Advisory, Inc
|
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|
TPG Advisors LLC
|
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|
|
|
Navis Wealth Advisors, LLC
|
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|
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|
PSI Advisors, LLC
|
|
|
|
|
|
MMDAX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class A
|
|
|
|
|
|
Trustees of Dartmouth College
|
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|
|
|
Coign Capital Advisors LLC
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|
Sunpointe, LLC
|
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Congress Asset Management Co /ma
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Operose Advisors LLC
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Ipswich Investment Management Co., Inc.
|
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GHP Investment Advisors, Inc.
|
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Gallagher Fiduciary Advisors, LLC
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Acorns Advisers, LLC
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Awm Capital, Llc
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Kondo Wealth Advisors, Inc.
|
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|
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|
C V Starr & Co Inc
|
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Newport Capital Group, LLC
|
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|
Congress Wealth Management LLC / DE /
|
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|
Spire Wealth Management
|
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|
NorthRock Partners, LLC
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|
Harmony Asset Management Llc
|
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|
Arlington Trust Co LLC
|
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|
Legacy Wealth Management, Inc
|
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|
Smartleaf Asset Management LLC
|
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|
CRA Financial Services, LLC
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Veracity Capital LLC
|
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Great Valley Advisor Group, Inc.
|
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|
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|
Symphony Financial, Ltd. Co.
|
|
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Centricity Wealth Management, LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
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|
Bokf, Na
|
|
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|
Tritonpoint Wealth, Llc
|
|
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|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
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|
Hardy Reed LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
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|
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|
Advisory Services Network, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
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|
Parthenon Llc
|
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|
Astoria Portfolio Advisors LLC.
|
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|
|
|
|
Continuum Wealth Advisors, Llc
|
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|
|
|
First County Bank /CT/
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
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|
Sonata Capital Group Inc
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
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|
Clifford Swan Investment Counsel Llc
|
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|
|
Investment Partners, Ltd.
|
|
|
|
|
|
FGSM - Advisors' Inner Circle Fund II - Frontier Asset Global Small Cap Equity ETF
|
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|
|
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|
Acropolis Investment Management, LLC
|
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|
|
|
Hantz Financial Services, Inc.
|
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|
|
|
|
Stephens Consulting, LLC
|
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|
|
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|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
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|
Strategic Blueprint, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
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|
Lee-Kelleher Wealth Management
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|
Eldridge Investment Advisors, Inc.
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|
Moors & Cabot, Inc.
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|
Fiduciary Trust Co
|
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|
Fiduciary Advisors, Inc.
|
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|
Forefront Wealth Partners, LLC
|
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|
Pcg Asset Management, Llc
|
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|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
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|
Independent Family Office, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
River Wealth Advisors LLC
|
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|
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|
First Merchants Corp
|
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|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
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|
J. W. Coons Advisors, LLC
|
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|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
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|
Larson Financial Group LLC
|
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|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Byrne Asset Management LLC
|
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|
|
|
|
Valley Forge Investment Consultants Inc Adv
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|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Charter Trust Co
|
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|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
IRSPX - Voya Separate Portfolios Trust - Voya Target Retirement 2045 Fund Class I
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Wilshire Associates Inc
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Frontier Asset Management, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
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|
Riverpoint Wealth Management Holdings, LLC
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Keystone Wealth Services, LLC
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O'Dell Group, LLC
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SG Americas Securities, LLC
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American Institute for Advanced Investment Management, LLP
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Nikulski Financial, Inc.
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Premier Path Wealth Partners, LLC
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Balentine LLC
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Swmg, Llc
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Global Retirement Partners, LLC
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Whalerock Point Partners, Llc
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Guidance Capital, Inc
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Baron Wealth Management LLC
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Summit Trail Advisors, Llc
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Gs Investments, Inc.
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TKG Advisors, LLC
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Sound View Wealth Advisors Group, LLC
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Oliver Luxxe Assets LLC
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Talon Private Wealth, LLC
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Beirne Wealth Consulting Services, LLC
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Paragon Private Wealth Management, LLC
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BTC Capital Management, Inc.
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Koshinski Asset Management, Inc.
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1 North Wealth Services Llc
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Kraft Asset Management, Llc
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Family Management Corp
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Winthrop Capital Management, LLC
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Wolf Group Capital Advisors
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Kestra Advisory Services, LLC
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Nadler Financial Group, Inc.
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Asset Allocation Strategies LLC
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Betterment LLC
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Camelot Technology Advisors, Inc.
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Ledyard National Bank
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AdvisorNet Financial, Inc
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Gallagher Capital Advisors, LLC
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Accredited Investors Inc.
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Weil Company, Inc.
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James Investment Research Inc
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ETF Portfolio Partners, Inc.
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Pacific Sun Financial Corp
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MONECO Advisors, LLC
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Mason Street Advisors, Llc
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First National Trust Co
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National Asset Management, Inc.
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Royal Bank Of Canada
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Sofos Investments, Inc.
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Farmers National Bank
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Paragon Capital Management LLC
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Mml Investors Services, Llc
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Three Seasons Wealth, LLC
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Atticus Wealth Management, Llc
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TRUE Private Wealth Advisors
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Concentrum Wealth Management
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Wood Tarver Financial Group, LLC
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Kilter Group LLC
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MEMBERS Trust Co
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Fiera Capital Corp
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Mission Creek Capital Partners, Inc.
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Chemistry Wealth Management LLC
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Wealth Preservation Advisors, LLC
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Peoples Financial Services Corp.
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Aviance Capital Partners, LLC
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Guidance Point Advisors, LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Evolution Advisers, Inc.
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TFG Advisers LLC
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Etesian Wealth Advisors, Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
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CWS Financial Advisors, LLC
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SeaBridge Investment Advisors LLC
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Lyell Wealth Management, Lp
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Country Club Bank /gfn
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Hughes Financial Services, LLC
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Hsbc Holdings Plc
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Savvy Advisors, Inc.
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West Michigan Advisors, Llc
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Emprise Bank
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Roman Butler Fullerton & Co
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Chilton Capital Management Llc
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GW&K Investment Management, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
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JustInvest LLC
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Clear Harbor Asset Management, LLC
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Goldstone Financial Group, LLC
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Safe Harbor Fiduciary, LLC
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Total Clarity Wealth Management, Inc.
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Sage Financial Management Group, Inc.
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Zwj Investment Counsel Inc
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Tarbox Family Office, Inc.
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Stokes Family Office, LLC
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Washington Trust Bank
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Navalign, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Orgel Wealth Management, LLC
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Clearbridge Investments, LLC
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Granite Bay Wealth Management, LLC
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Prudent Man Investment Management, Inc.
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Security National Bank
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Transform Wealth, LLC
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InvesTrust
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Voya Financial Advisors, Inc.
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Zullo Investment Group, Inc.
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Net Worth Advisory Group
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Clear Creek Financial Management, LLC
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Forum Financial Management, LP
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II
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Holland Advisory Services, Inc.
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Crux Wealth Advisors
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Heck Capital Advisors, LLC
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Prasad Wealth Partners, LLC
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Simmons Bank
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ULTRA SERIES FUND - Aggressive Allocation Fund Class I
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NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
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Baltimore-Washington Financial Advisors, Inc.
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Cora Capital Advisors Llc
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Adviser Investments LLC
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Atomi Financial Group, Inc.
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Baldwin Brothers Inc/ma
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Sentry LLC
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MGB Wealth Management, LLC
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Susquehanna International Group, Llp
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Granite FO LLC
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Waldron Private Wealth LLC
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Avaii Wealth Management, Llc
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Armstrong Advisory Group, Inc
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Helen Stephens Group, LLC
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CIBC Private Wealth Group, LLC
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PFS Partners, LLC
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Sound Stewardship, LLC
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GSB Wealth Management, LLC
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Haverford Trust Co
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Rockingstone Advisors LLC
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Twin Focus Capital Partners, Llc
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Investment Research & Advisory Group, Inc.
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Strathmore Capital Advisors, Inc.
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Lantz Financial LLC
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Great Point Wealth Advisors, LLC
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Cornerstone Wealth Group, LLC
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David J Yvars Group
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CJM Wealth Advisers, Ltd.
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Founders Financial Securities Llc
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Uptown Financial Advisors LLC
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Strategic Financial Concepts, LLC
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Tanaka Capital Management Inc
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Ballentine Capital Advisors, Inc
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Absolute Capital Management, LLC
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Fort Henry Capital, LLC
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MCF Advisors LLC
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Windsor Capital Management, LLC
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Core Wealth Partners LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Vontobel Holding Ltd.
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Great Lakes Advisors, Llc
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Ancora Advisors, LLC
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Kapstone Financial Advisors LLC
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CGC Financial Services, LLC
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Maseco Llp
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Comprehensive Financial Planning, Inc./PA
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Sunflower Bank, N.A.
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Willow Creek Wealth Management Inc.
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LTG Capital LLC
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Wedbush Securities Inc
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Spirepoint Private Client, Llc
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AssuredPartners Investment Advisors, LLC
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Fourth Dimension Wealth, LLC
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SWAN Capital LLC
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Asset Dedication, LLC
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BankPlus Trust Department
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Cerity Partners LLC
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Christensen, King & Associates Investment Services, Inc.
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DDD Partners, LLC
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Cowa, Llc
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McGlone Suttner Wealth Management, Inc.
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Buttonwood Financial Advisors Inc.
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Wetherby Asset Management Inc
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Busey Wealth Management
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Founders Grove Wealth Partners, Llc
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Taylor & Morgan Wealth Management, LLC
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Sharkey, Howes & Javer
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Campion Asset Management LLC
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Corrigan Financial, Inc.
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CWA Asset Management Group, LLC
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Accretive Wealth Partners, LLC
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Sepio Capital, LP
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Legacy Advisors, LLC
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Fsb Premier Wealth Management, Inc.
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Global Trust Asset Management, LLC
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Circle Wealth Management, LLC
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Cfm Wealth Partners Llc
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Private Advisory Group LLC
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Coordinated Financial Services, Inc.
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Colorado Capital Management, Inc.
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Townsquare Capital Llc
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Citizens National Bank Trust Department
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Coastal Investment Advisors, Inc.
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MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
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Tiemann Investment Advisors, Llc
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Hrt Financial Lp
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Copia Wealth Management
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Equitable Trust Co
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Journey Strategic Wealth Llc
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Tidemark, LLC
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Tandem Investment Partners LLC
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Vivaldi Capital Management, LLC
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Capitol Family Office, Inc.
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Astoria Strategic Wealth, Inc.
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Asset Allocation & Management Company, LLC
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Bedel Financial Consulting, Inc.
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Ruggaard & Associates LLC
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Samalin Investment Counsel, LLC
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Blue Edge Capital, LLC
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Fortune Financial Advisors, LLC
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Pinney & Scofield, Inc.
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Canopy Partners, LLC
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Marietta Wealth Management, LLC
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Bangor Savings Bank
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Peterson Wealth Advisors, LLC
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Means Investment Co., Inc.
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Valpey Financial Services, LLC
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Centaurus Financial, Inc.
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HighTower Advisors, LLC
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Vishria Bird Financial Group, LLC
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Wade Financial Advisory, Inc
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MTC Wealth Management LLC
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Charter Oak Capital Management, LLC
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Shoker Investment Counsel, Inc.
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Narus Financial Partners, LLC
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Mechanics Bank Trust Department
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Parkside Investments, LLC
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Santori & Peters, Inc.
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Eight 31 Financial Llc
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Aptus Capital Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II
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Full Sail Capital, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Cim Investment Mangement Inc
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Minot DeBlois Advisors LLC
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Prosperity Consulting Group, LLC
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Amplius Wealth Advisors, LLC
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We Are One Seven, LLC
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Cardinal Point Capital Management, ULC
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Allodium Investment Consultants, LLC
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Penobscot Wealth Management
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Hi-Line Capital Management, LLC
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KFA Private Wealth Group, LLC
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Maia Wealth LLC
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Hiley Hunt Wealth Management
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Jackson Hole Capital Partners, LLC
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Nestegg Advisors, Inc.
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EP Wealth Advisors, Inc.
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Pensionmark Financial Group, Llc
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Pinnacle Wealth Management Group, Inc.
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Vertex Planning Partners, LLC
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Optimum Investment Advisors
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LMG Wealth Partners, LLC
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Klingenstein Fields & Co Lp
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Vantage Point Financial LLC
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S.A. Mason LLC
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Ibex Wealth Advisors
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City Holding Co
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Autumn Glory Partners, LLC
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High Note Wealth, LLC
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Legacy Private Trust Co.
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Dogwood Wealth Management LLC
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Collaborative Wealth Managment Inc.
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Stonehaven Wealth & Tax Solutions, Llc
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SJS Investment Consulting Inc.
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Lane & Associates LLC
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Winebrenner Capital Management Llc
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Insigneo Advisory Services, Llc
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Private Wealth Management Group, LLC
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Sage Financial Group Inc
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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BLB&B Advisors, LLC
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Ignite Planners, LLC
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Franklin, Parlapiano, Turner & Welch, LLC
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Brown Advisory Inc
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Mosaic Family Wealth Partners, Llc
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Caliber Wealth Management, LLC / KS
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Alliancebernstein L.p.
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CacheTech Inc.
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Apollon Wealth Management, LLC
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Global Strategic Investment Solutions, LLC
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Lcnb Corp
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High Probability Advisors, LLC
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Rocky Mountain Advisers, Llc
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Mather Group, Llc.
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Millennium Management Llc
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Parallel Advisors, LLC
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Synergy Investment Management, LLC
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Dohj, Llc
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Madrona Financial Services, LLC
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Associated Banc-corp
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LS Investment Advisors, LLC
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TCTC Holdings, LLC
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Summit X, LLC
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Connors Investor Services Inc
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ABLE Financial Group, LLC
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OneAscent Financial Services LLC
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Montag A & Associates Inc
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PKS Advisory Services, LLC
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Sage Capital Management, LLC
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Moneywise, Inc.
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Cherry Tree Wealth Management, LLC
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Russell Investments Group, Ltd.
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Winch Advisory Services, LLC
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Stone House Investment Management, LLC
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HFG Advisors, Inc.
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Heritage Investment Group, Inc.
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ADG Wealth Management Group, LLC
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KPP Advisory Services LLC
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Global Wealth Management, LLC
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Traveka Wealth, LLC
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Sage Advisory Services, Ltd.Co.
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Capital Fund Management S.a.
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LVW Advisors, LLC
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Mogy Joel R Investment Counsel Inc
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Natixis Advisors, L.p.
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Advisor Group Holdings, Inc.
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Colony Group, LLC
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Davis R M Inc
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Vanguard Group Inc
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Radnor Capital Management, LLC
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ULTRA SERIES FUND - Conservative Allocation Fund Class I
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Legend Financial Advisors, Inc.
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TCP Asset Management, LLC
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Islay Capital Management, Llc
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Yousif Capital Management, Llc
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Tiaa Trust, National Association
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Morse Asset Management, Inc
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Bluefin Capital Management, Llc
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Financial Partners Group, LLC
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AA Financial Advisors, LLC
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Cassaday & Co Wealth Management LLC
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Williams Jones Wealth Management, LLC.
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Rebalance, Llc
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Lynch & Associates/in
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White Pine Capital Llc
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Avalon Trust Co
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Park Square Financial Group, LLC
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Starr Indemnity & Liability Co
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Purkiss Capital Advisors LLC
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IMA Wealth, Inc.
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Argyle Capital Partners, LLC
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Curtis Advisory Group, LLC
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Eaton Financial Holdings Company, LLC
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Indiana Trust & Investment Management CO
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Sovereign Financial Group, Inc.
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Quad-Cities Investment Group, LLC
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Kestra Private Wealth Services, Llc
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YANKCOM Partnership
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Financial Network Wealth Advisors LLC
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Bessemer Group Inc
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Beacon Financial Advisory LLC
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Sandy Cove Advisors, LLC
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Teamwork Financial Advisors, LLC
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Endowment Wealth Management, Inc.
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Procyon Private Wealth Partners, LLC
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IFC Advisors LLC
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CENTRAL TRUST Co
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Brookwood Investment Group LLC
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Bradley Foster & Sargent Inc/ct
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Verus Capital Partners, Llc
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Retirement Systems of Alabama
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Stokes Capital Advisors, LLC
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Emerald Investment Partners, Llc
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Zhang Financial LLC
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Glenmede Trust Co Na
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Sfm, Llc
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Shelton Wealth Management, Llc
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Strategic Wealth Partners, Ltd.
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Bank Of America Corp /de/
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Lbmc Investment Advisors, Llc
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Eastern Bank
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Meridian Financial, LLC
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Segall Bryant & Hamill, Llc
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Advantage Trust Co
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Wela Strategies, Inc.
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Lavaca Capital Llc
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Voisard Asset Management Group, Inc.
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Capital Planning LLC
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Cove Private Wealth, LLC
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Howard Capital Management Group, LLC
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Summit Global Investments
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Cim, Llc
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M1 Capital Management LLC
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Morgan Dempsey Capital Management Llc
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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Mine & Arao Wealth Creation & Management, LLC.
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Cyndeo Wealth Partners, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Meeder Advisory Services, Inc.
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Investor's Fiduciary Advisor Network, LLC
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Pioneer Trust Bank N A/or
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Iowa State Bank
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Patron Partners Advisors, Llc
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WMG Financial Advisors, LLC
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Arcadia Investment Management Corp/mi
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Blue Bell Private Wealth Management, Llc
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Advisory Alpha, LLC
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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Morling Financial Advisors, LLC
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Mascagni Wealth Management, Inc.
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MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II
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CHB Investment Group, LLC
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Investment Advisory Group, LLC
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Mascoma Wealth Management LLC
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Viewpoint Capital Management LLC
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Pnc Financial Services Group, Inc.
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OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
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Lakeridge Wealth Management LLC
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Sax Wealth Advisors, Llc
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Visionary Wealth Advisors
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Shepherd Kaplan Krochuk, Llc
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
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Hudock, Inc.
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Powell Investment Advisors, LLC
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FDx Advisors, Inc.
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Retirement Planning Group
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Acima Private Wealth, Llc
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Horizon Investments, LLC
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Keebeck Wealth Management, LLC
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Retirement Guys Formula Llc
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Fulton Bank, N.a.
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Mutual Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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JB Capital LLC
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Hilltop Holdings Inc.
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HHM Wealth Advisors, LLC
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SJA Financial Advisory, LLC
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Perennial Investment Advisors, LLC
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Gw Henssler & Associates Ltd
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Birchbrook, Inc.
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Norden Group Llc
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Tenon Financial LLC
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Greenwood Capital Associates Llc
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Hicks Capital Management Llc
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Charles Schwab Trust Co
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Apexium Financial, Lp
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Morton Capital Management LLC/CA
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Ally Financial Inc.
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Milestone Investment Advisors LLC
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Buffington Mohr McNeal
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Centurion Wealth Management LLC
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International Assets Investment Management, Llc
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Alpine Bank Wealth Management
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Motco
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Wallace Advisory Group, LLC
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Doliver Advisors, Lp
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Moss Adams Wealth Advisors LLC
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MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
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Grove Bank & Trust
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SILVER OAK SECURITIES, Inc
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Catalyst Capital Advisors LLC
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Ethos Financial Group, LLC
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Brighton Jones Llc
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Bearing Point Capital, Llc
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Asio Capital, LLC
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Steele Capital Management, Inc.
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Monticello Wealth Management, Llc
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Sigma Planning Corp
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Victory Capital Management Inc
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Mesirow Financial Investment Management, Inc.
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GoalVest Advisory LLC
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Rockefeller Capital Management L.P.
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Providence First Trust Co
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Capital Advisors Inc/ok
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Berkshire Bank
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New Republic Capital, LLC
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Alerus Financial Na
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Madison Park Capital Advisors, LLC
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Certified Advisory Corp
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Sound Financial Strategies Group, LLC
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Richmond Investment Services, LLC
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Alesco Advisors Llc
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Members Wealth Llc
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New Insight Wealth Advisors
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Ogorek Anthony Joseph /ny/ /adv
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Astra Wealth Partners LLC
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Summit Wealth Group Llc / Co
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North Star Investment Management Corp.
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Flow Traders U.s. Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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Balboa Wealth Partners
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|
NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
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|
Jpmorgan Chase & Co
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Belpointe Asset Management LLC
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Mjp Associates Inc /adv
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Westmount Partners, LLC
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Archetype Wealth Partners
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Private Capital Management, LLC
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MAGSX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A
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Weaver Consulting Group
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Northern Oak Wealth Management Inc
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DBK Financial Counsel, LLC
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JGP Wealth Management, LLC
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Lgl Partners, Llc
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Calton & Associates, Inc.
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Painted Porch Advisors LLC
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Bay Capital Advisors, LLC
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Signet Financial Management, Llc
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Tilson Financial Group, Inc.
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Regal Investment Advisors LLC
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Rossby Financial, LCC
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Matrix Asset Advisors Inc/ny
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Truefg, Llc
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Maltin Wealth Management, Inc.
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Boyd Wealth Management, LLC
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Denver Wealth Management, Inc.
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Cambridge Capital Management, Llc
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Trail Ridge Investment Advisors, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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United Advisor Group, LLC
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Noble Wealth Management PBC
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Buckingham Strategic Partners
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Oak Harbor Wealth Partners, Llc
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Promus Capital, LLC
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Beacon Pointe Advisors, LLC
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Gryphon Financial Partners LLC
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Sar Wealth Management Group, Llc
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Wiser Wealth Management, Inc
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Massmutual Trust Co Fsb/adv
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Stonegate Investment Group, LLC
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WoodTrust Financial Corp
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Cobblestone Capital Advisors Llc /ny/
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Collier Financial
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|
First Financial Corp /in/
|
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Delta Financial Advisors Llc
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WCG Wealth Advisors LLC
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NavPoint Financial, Inc.
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Paradigm Financial Partners, Llc
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Caldwell Securities, Inc
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Signal Advisors Wealth, LLC
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Affinity Capital Advisors, LLC
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|
MML Series Investment Fund II - MML Blend Fund Initial Class
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Sand Hill Global Advisors, LLC
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Corundum Trust Company, INC
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Marino, Stram & Associates Llc
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Ti-trust, Inc
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WealthCare Investment Partners, LLC
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Aufman Associates Inc
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Novak & Powell Financial Services, Inc.
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Chicago Partners Investment Group LLC
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Marks Group Wealth Management, Inc
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Vannoy Advisory Group, Inc.
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Burns J W & Co Inc/ny
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360 Financial, Inc.
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Chicago Capital, LLC
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Elyxium Wealth, LLC
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|
Financial Council Asset Management Inc
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|
Farmers & Merchants Trust Co of Long Beach
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|
Veridan Wealth LLC
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Cetera Investment Advisers
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CIBC World Markets Inc.
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Conning Inc.
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Zacks Investment Management
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Vickerman Investment Advisors, Inc.
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
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|
Summit Wealth Partners, LLC
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Central Bank & Trust Co
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Cambridge Advisors Inc.
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First Interstate Bank
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Mackenzie Financial Corp
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Corundum Group, Inc.
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Financial Advocates Investment Management
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BOK Financial Private Wealth, Inc.
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|
Garden State Investment Advisory Services LLC
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Potomac Fund Management Inc /adv
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Envestnet Portfolio Solutions, Inc.
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Daymark Wealth Partners, Llc
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Partnership Wealth Management, LLC
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|
Stonehearth Capital Management, LLC
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|
Greenfield Savings Bank
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|
Summit Financial Wealth Advisors, LLC
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|
Horst & Graben Wealth Management LLC
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|
Gladstone Institutional Advisory LLC
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|
Klaas Financial Asset Advisors, LLC
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|
Titleist Asset Management, Llc
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|
Triangle Securities Wealth Management
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|
Tradewinds Capital Management, LLC
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|
Pin Oak Investment Advisors Inc
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|
Tableaux Llc
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|
Northwestern Mutual Wealth Management Co
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|
First National Advisers, LLC
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|
Venture Visionary Partners LLC
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Trifecta Capital Advisors, LLC
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|
Claro Advisors LLC
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|
Canvas Wealth Advisors, LLC
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|
Stifel Financial Corp
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|
Mcrae Capital Management Inc
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|
Wsfs Capital Management, Llc
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Foundations Investment Advisors, LLC
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|
DHJJ Financial Advisors, Ltd.
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|
Kennebec Savings Bank
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|
Gradient Capital Advisors, LLC
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|
RDA Financial Network
|
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Pennsylvania Capital Management Inc /adv
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Private Wealth Asset Management, LLC
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Foundation Wealth Management, LLC\PA
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Jacobi Capital Management LLC
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Mosaic Financial Group, Llc
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Warren Averett Asset Management, LLC
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Burke & Herbert Bank & Trust Co
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Ellis Investment Partners, LLC
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Wellspring Financial Advisors, LLC
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Holistic Planning, LLC
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Boston Research & Management Inc
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Madison Asset Management, LLC
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Catalina Capital Group, LLC
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Wescott Financial Advisory Group, LLC
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Sequoia Financial Advisors, LLC
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Quest 10 Wealth Builders, Inc.
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Total Wealth Planning, Llc
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Your Advocates Ltd., LLP
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Manufacturers Life Insurance Company, The
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Citadel Advisors Llc
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Panoramic Capital Partners, LLC
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Midland Wealth Advisors Llc
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Peak Asset Management, LLC
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Wingate Wealth Advisors, Inc.
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MBL Wealth, LLC
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Collective Family Office Llc
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Cornerstone Wealth Management, LLC
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Chesley Taft & Associates LLC
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Cornell Pochily Investment Advisors, Inc.
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Sagespring Wealth Partners, Llc
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Cahill Wealth Management, LLC
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Perkins Coie Trust Co
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Leavell Investment Management, Inc.
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Atria Investments Llc
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Montecito Bank & Trust
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Toth Financial Advisory Corp
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F&V Capital Management, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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First Hawaiian Bank
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CFO4Life Group, LLC
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Sweeney & Michel, Llc
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UNIVEST FINANCIAL Corp
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BlackRock, Inc.
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Tompkins Financial Corp
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Parallax Volatility Advisers, L.P.
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Interchange Capital Partners, LLC
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Financial Advisors Network, Inc.
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Davies Financial Advisors, Inc.
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Trexquant Investment LP
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Sterling Wealth Management, Inc.
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Coppell Advisory Solutions LLC
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Mv Capital Management, Inc.
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Lakeshore Capital Group, Inc.
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Integrity Wealth Solutions LLC
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Peapack Gladstone Financial Corp
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Cary Street Partners Financial Llc
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ATACX - Managed Portfolio Series - ATAC Rotation Fund Investor Class Shares
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Peoples Bank /oh
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First National Bank & Trust Co Of Newtown
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ProVise Management Group, LLC
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Orin Green Financial, LLC
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Heritage Family Offices, LLP
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Summit Financial, LLC
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Gen-Wealth Partners Inc
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SYM FINANCIAL Corp
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Convergence Financial, LLC
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Hancock Whitney Corp
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Laurel Wealth Planning LLC
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Partners in Financial Planning
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Arrowroot Family Office, LLC
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Cypress Wealth Services, LLC
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Fifth Third Wealth Advisors LLC
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Truepoint, Inc.
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Accurate Wealth Management, LLC
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Atlantic Union Bankshares Corp
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Red Door Wealth Management, LLC
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Prospect Financial Services LLC
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Consolidated Planning Corp
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Verus Wealth Management, Llc
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Matrix Private Capital Group Llc
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Bear Mountain Capital, Inc.
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SkyOak Wealth, LLC
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Tassel Capital Management, Inc.
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LM Advisors LLC
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Ameritas Investment Partners, Inc.
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Voya Investment Management Llc
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Cohen Klingenstein LLC
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Welch & Forbes Llc
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Forte Capital Llc /adv
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Abacus Planning Group, Inc.
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EFG Asset Management (Americas) Corp.
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Eclectic Associates Inc /adv
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Paulson Wealth Management Inc.
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Trust Co Of Vermont
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Barnes Dennig Private Wealth Management LLC
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Finward Bancorp
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Bartlett & Co. Wealth Management Llc
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Integrated Advisors Network LLC
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Chapin Davis, Inc.
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N.E.W. Advisory Services LLC
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Camarda Financial Advisors, LLC
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Stone Point Wealth LLC
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Millburn Ridgefield Corp
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Capital Advisors, Ltd. LLC
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Main Street Financial Solutions, LLC
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Forum Private Client Group LLC
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IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
|
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Shared Vision Wealth Group LLC
|
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Sentinel Trust Co Lba
|
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Compass Financial Services Inc
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Towerpoint Wealth, LLC
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SlateStone Wealth, LLC
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GGM Financials LLC
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Duncan Williams Asset Management, LLC
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Golden State Wealth Management, LLC
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Sendero Wealth Management, LLC
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Destiny Capital Corp/CO
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Gimbal Financial
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Glass Jacobson Investment Advisors llc
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Presper Financial Architects, LLC
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Pps&v Asset Management Consultants, Inc.
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Meritage Portfolio Management
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Principal Financial Group Inc
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Philadelphia Trust Co
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Mutual Of America Capital Management Llc
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NewSquare Capital LLC
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BostonPremier Wealth LLC
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Ritter Daniher Financial Advisory LLC / DE
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AMG National Trust Bank
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LVZ Advisors, Inc.
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Loudon Investment Management, LLC
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eCIO, Inc.
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Almanack Investment Partners, LLC.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Delta Financial Group, Inc.
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Legacy Capital Wealth Partners, LLC
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Nwam Llc
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IFS Advisors, LLC
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Aspiriant, Llc
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TT Capital Management LLC
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GPS Wealth Strategies Group, LLC
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Brown, Lisle/cummings, Inc.
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Conquis Financial Llc
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Viawealth, Llc
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Riverbend Wealth Management, LLC
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Financial Management Professionals, Inc.
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Intergy Private Wealth, LLC
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Pasadena Private Wealth, LLC
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Gouws Capital LLC
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Carl P. Sherr & Co., LLC
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SPC Financial, Inc.
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Ameritas Advisory Services, LLC
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Safeguard Financial, LLC
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Palo Alto Wealth Advisors, Llc
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|
Port Capital LLC
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|
SPX Equities Gestao de Recursos Ltda
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S.E.E.D. Planning Group LLC
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Ellevest, Inc.
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Milestone Asset Management Group, LLC
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White Lighthouse Investment Management Inc.
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|
Adirondack Trust Co
|
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|
Stephens Inc /ar/
|
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|
Affiance Financial, LLC
|
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|
Marshall & Sullivan Inc /wa/
|
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|
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|
Abundance Wealth Counselors
|
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|
|
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|
Black Diamond Financial, LLC
|
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|
Gateway Wealth Partners, LLC
|
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Perigon Wealth Management, LLC
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|
Fortress Financial Group, Llc
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|
Coldstream Capital Management Inc
|
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|
DecisionPoint Financial, LLC
|
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|
|
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|
Oxinas Partners Wealth Management LLC
|
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|
NDAAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Aggressive Fund Class A
|
|
|
|
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|
Diversified Trust Co
|
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|
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|
Emerald Advisors, LLC
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|
Stiles Financial Services Inc
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|
Dorsey & Whitney Trust CO LLC
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Silvia Mccoll Wealth Management, Llc
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|
Pachira Investments Inc.
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|
Narwhal Capital Management
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Sig Brokerage, Lp
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|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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Pinnacle Wealth Planning Services, Inc.
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|
Ballast Advisors Llc
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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|
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|
Brandywine Oak Private Wealth Llc
|
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|
|
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|
Kooman & Associates
|
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|
RVW Wealth, LLC
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Okabena Investment Services Inc
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|
Bronte Capital Management Pty Ltd.
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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|
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|
Fortitude Family Office, LLC
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|
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|
Oxford Financial Group Ltd
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Mercer Global Advisors Inc /adv
|
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|
Invesco Ltd.
|
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|
MTM Investment Management, LLC
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|
Dentgroup LLC
|
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|
Ellenbecker Investment Group
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|
Mpwm Advisory Solutions, Llc
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|
Graney & King, LLC
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|
Northstar Advisory Group, LLC
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|
Clear Investment Research, Llc
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|
Richardson Capital Management LLC
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|
SilverOak Wealth Management LLC
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Epiq Partners, Llc
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Newman Dignan & Sheerar, Inc.
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|
Redwood Park Advisors LLC
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Colonial Trust Advisors
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
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|
Apollon Financial, LLC
|
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|
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|
Atlantic Edge Private Wealth Management, LLC
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|
Trademark Financial Management, LLC
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Long Run Wealth Advisors, LLC
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Assetmark, Inc
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Nan Shan Life Insurance Co., Ltd.
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|
Pittenger & Anderson Inc
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Sherman Asset Management, Inc.
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|
Traub Capital Management LLC
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Northside Capital Management, LLC
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|
Schneider Downs Wealth Management Advisors, LP
|
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|
|
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|
Kingsview Wealth Management, LLC
|
|
|
|
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|
Liquid Strategies, LLC
|
|
|
|
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|
Glenview Trust Co
|
|
|
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|
Bellwether Advisors, LLC
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|
Delta Asset Management Llc/tn
|
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|
Goelzer Investment Management, Inc.
|
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|
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|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
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|
Seelaus Asset Management LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
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|
Graypoint LLC
|
|
|
|
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|
Commonwealth Financial Services, LLC
|
|
|
|
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|
Seacrest Wealth Management, Llc
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Cypress Financial Planning Llc
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|
Kaydan Wealth Management, Inc.
|
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|
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|
Motive Wealth Advisors
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Squarepoint Ops LLC
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|
Resources Investment Advisors, LLC.
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|
Wiser Advisor Group LLC
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|
Sather Financial Group Inc
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|
O'Brien Greene & Co. Inc
|
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|
|
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|
Kearns & Associates LLC
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
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|
Institute for Wealth Management, LLC.
|
|
|
|
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|
TOWER TRUST & INVESTMENT Co
|
|
|
|
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|
IFP Advisors, Inc
|
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|
|
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|
First Financial Bank - Trust Division
|
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|
|
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|
Kure Advisory, LLC
|
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|
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|
|
Simplify Exchange Traded Funds - Simplify US Small Cap PLUS Income ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
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|
|
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|
Founders Financial Alliance, LLC
|
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SFG Wealth Management, LLC.
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|
FF Advisors,LLC
|
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|
|
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|
Brown Wealth Management, Llc
|
|
|
|
|
|
AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
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|
Kagan Cocozza Asset Management
|
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|
|
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|
Legal & General Group Plc
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|
GAMMA Investing LLC
|
|
|
|
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|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
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|
Palisade Asset Management, LLC
|
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|
|
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|
Kmg Fiduciary Partners, Llc
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|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
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|
Catalytic Wealth RIA, LLC
|
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|
|
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|
Trueblood Wealth Management, LLC
|
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|
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|
Objective Capital Management, LLC
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
White Knight Strategic Wealth Advisors, LLC
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|
|
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|
Pinnacle Financial Group, LLC / IL
|
|
|
|
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|
Patten Group, Inc.
|
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|
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|
New Millennium Group LLC
|
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|
Blair William & Co/il
|
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|
|
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|
Cahill Financial Advisors Inc
|
|
|
|
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|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
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|
|
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|
Park National Corp /oh/
|
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|
|
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|
Versant Capital Management, Inc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
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|
Schroder Investment Management Group
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|
Novus Advisors, Llc
|
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|
Lazari Capital Management, Inc.
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|
SWS Partners
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|
Walkner Condon Financial Advisors LLC
|
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|
Money Concepts Capital Corp
|
|
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|
Root Financial Partners, LLC
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Wealth Management Nebraska
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|
Oakworth Capital, Inc.
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|
Financial Partners Group, Inc
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Heritage Financial Services, LLC
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Ballew Advisors, Inc
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SC&H Financial Advisors, Inc.
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|
Dunhill Financial, LLC
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|
Towercrest Capital Management
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|
Halbert Hargrove Global Advisors, Llc
|
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|
|
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|
Courage Miller Partners, LLC
|
|
|
|
|
|
Embree Financial Group
|
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L.m. Kohn & Company
|
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Forza Wealth Management, LLC
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Redmond Asset Management, LLC
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Center for Financial Planning, Inc.
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Sage Rhino Capital Llc
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Keystone Financial Group
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Scotia Capital Inc.
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one8zero8, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Chancellor Financial Group WB LP
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Wealth Alliance
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Ironsides Asset Advisors, LLC
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Midwest Professional Planners, LTD.
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SummitTX Capital, L.P.
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Bath Savings Trust Co
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Lido Advisors, LLC
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Heritage Wealth Management, Inc./Texas
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Two Roads Shared Trust - Foundations Dynamic Core ETF
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RMB Capital Management, LLC
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Kwmg, Llc
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Stockman Wealth Management, Inc.
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Financial Perspectives, Inc
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Capital Asset Advisory Services LLC
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May Barnhard Investments LLC
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Intrua Financial, LLC
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PFG Private Wealth Management, LLC
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Opal Wealth Advisors, LLC
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Performa Ltd (US), LLC
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TD Waterhouse Canada Inc.
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Baron Silver Stevens Financial Advisors, Llc
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Sovran Advisors, LLC
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Capital Group Private Client Services, Inc.
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Goldman Sachs Group Inc
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Riversedge Advisors, Llc
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Salem Investment Counselors Inc
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D.B. Root & Company, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Vise Technologies, Inc.
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Syon Capital Llc
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Roberts Wealth Advisors, LLC
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Alpha Financial Partners, LLC
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Whittier Trust Co
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TruNorth Capital Management, LLC
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Captrust Financial Advisors
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TCG Advisory Services, LLC
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Patriot Investment Management Inc.
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Capital Investment Advisors, LLC
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Petix & Botte Co
|
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|
ULTRA SERIES FUND - Moderate Allocation Fund Class I
|
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Variant Private Wealth, LLC
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Farnam Financial LLC
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Ullmann Financial Group, Inc.
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United Community Bank
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Avondale Wealth Management
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Proathlete Wealth Management Llc
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Gitterman Wealth Management, LLC
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Single Point Partners, LLC
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Trust Co of the South
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Financial Advisory Service, Inc.
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Lion Street Advisors, LLC
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Howe & Rusling Inc
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Innovative Wealth Building LLC
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Summit Financial Strategies, Inc.
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Wedmont Private Capital
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Destination Wealth Management
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Exchange Bank
|
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Gemmer Asset Management LLC
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Bell Investment Advisors, Inc
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Modus Advisors, LLC
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Nationwide Fund Advisors
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Riverview Trust Co
|
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Independent Solutions Wealth Management, LLC
|
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Formidable Asset Management, LLC
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Legacy Trust
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DecisionMap Wealth Management, LLC
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C M Bidwell & Associates Ltd
|
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Alaska Permanent Capital Management
|
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Mission Wealth Management, Lp
|
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CoreFirst Bank & Trust
|
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Drum Hill Capital, LLC
|
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Portland Global Advisors LLC
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Higgins & Schmidt Wealth Strategies LLC
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Highland Capital Management, Llc
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U.S. Capital Wealth Advisors, LLC
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Mitsubishi UFJ Asset Management (UK) Ltd.
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Stonebridge Capital Advisors LLC
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Iron Horse Wealth Management, LLC
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LPF Advisors LLC
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MidWestOne Financial Group, Inc.
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Pinnacle Financial Partners Inc
|
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VTUFX - Voya Separate Portfolios Trust - Voya Target Retirement 2065 Fund Class R6
|
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RedJay Asset Management Inc.
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Sittner & Nelson, Llc
|
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Grimes & Company, Inc.
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Dupree Financial Group, LLC
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Bailard, Inc.
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PCA Investment Advisory Services Inc.
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WFA of San Diego, LLC
|
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|
Key FInancial Inc
|
|
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|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
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|
|
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Centennial Bank/AR/
|
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Jump Financial, LLC
|
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Arkansas Financial Group, Inc.
|
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|
International Private Wealth Advisors LLC
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Farmers Trust Co
|
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McKinley Carter Wealth Services, Inc.
|
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|
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|
Kathmere Capital Management, LLC
|
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Madison Wealth Partners, Inc
|
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Vermillion Wealth Management, Inc.
|
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|
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|
Second Line Capital, LLC
|
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|
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Ashford Advisors, LLC
|
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|
|
Horizon Investment Services, LLC
|
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|
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|
|
Dudley Capital Management, Llc
|
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|
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|
Raymond James Financial Inc
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|
Ironwood Investment Counsel, LLC
|
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|
General Partner, Inc.
|
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|
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|
First Trust Advisors Lp
|
|
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|
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|
Moloney Securities Asset Management, LLC
|
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|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
IMS Capital Management
|
|
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|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
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|
|
|
|
Signature Securities Group Corporation
|
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|
|
|
|
Beaumont Financial Advisors, LLC
|
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|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Prairieview Wealth Partners, Llc
|
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Clearwater Capital Advisors, LLC
|
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|
Integral Investment Advisors, Inc.
|
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|
|
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|
Founders Capital Management, Llc
|
|
|
|
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|
Shufro Rose & Co Llc
|
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|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
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|
|
|
Orion Portfolio Solutions, LLC
|
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|
|
|
|
Transamerica Financial Advisors, Inc.
|
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|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
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|
Novem Group
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
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|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
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|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
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|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
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|
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|
Bernardo Wealth Planning LLC
|
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|
|
|
|
Ironwood Wealth Management, Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
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|
|
|
|
Synergy Financial Management, LLC
|
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|
Atria Wealth Solutions, Inc.
|
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|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
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|
|
|
|
Empowered Funds, LLC
|
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|
|
|
|
Clear Point Advisors Inc.
|
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|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Channel Wealth Llc
|
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|
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|
Naples Global Advisors, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Kopp Family Office, LLC
|
|
|
|
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|
Hardin Capital Partners, LLC
|
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|
|
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|
Harbor Group, Inc.
|
|
|
|
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|
First Citizens Bank & Trust Co
|
|
|
|
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|
LongView Wealth Management
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Woodside Wealth Management LLC
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Nautilus Advisors LLC
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American Investment Services, Inc.
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Dale Q Rice Investment Management Ltd
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FourThought Financial Partners, LLC
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Boreal Capital Management LLC
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State of Tennessee, Treasury Department
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Probity Advisors, Inc.
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Cullen/frost Bankers, Inc.
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Accredited Wealth Management, LLC
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Fusion Family Wealth LLC
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Cascade Financial Partners, LLC
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Tyler-Stone Wealth Management
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King Luther Capital Management Corp
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Oppenheimer Asset Management Inc.
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Windsor Advisory Group, LLC
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Putnam Fl Investment Management Co
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City State Bank
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Invst, LLC
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Quadrant Capital Group Llc
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IAG Wealth Partners, LLC
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Howland Capital Management Llc
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Cornerstone Advisors Asset Management, Inc
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Ascent Group, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Moody Lynn & Lieberson, Llc
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Poehling Capital Management, LLC
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Community Bank, N.A.
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Urban Financial Advisory Corp
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Arbor Wealth Advisors LLC
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Bigelow Investment Advisors, LLC
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Insight Inv LLC
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Crestwood Advisors Group LLC
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Parkworth Wealth Management, Inc.
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Mkd Wealth Coaches, Llc
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Haverford Financial Services, Inc.
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Axis Wealth Partners, LLC
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One Capital Management, LLC
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Peak Financial Management, Inc.
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ICW Investment Advisors LLC
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Balyasny Asset Management Llc
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Comerica Bank
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Winthrop Advisory Group LLC
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IFG Advisors, LLC
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Tfo-tdc, Llc
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Southland Equity Partners LLC
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Appleton Partners Inc/ma
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S&t Bank/pa
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Mark Sheptoff Financial Planning, Llc
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Hartland & Co., LLC
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FineMark National Bank & Trust
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M.e. Allison & Co., Inc.
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Newbridge Financial Services Group, Inc.
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SOUTH STATE Corp
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AAFCPAs Wealth Management, LLC
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Goodwin Investment Advisory
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MidAtlantic Capital Management, Inc.
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Beacon Investment Advisory Services, Inc.
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Private Advisor Group, LLC
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Sage Mountain Advisors LLC
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1st Source Bank
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St. Clair Advisors, LLC
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Southern Capital Advisors, Llc
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Clune & Associates, Ltd.
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Tribridge Partners Financial LLC
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Bryant Woods Investment Advisors, LLC
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Vision Capital Management, Inc.
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Marcum Wealth, LLC
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Allegheny Financial Group LTD
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Muirfield Wealth Advisors Llc
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New Hampshire Trust
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BlueSky Wealth Advisors, LLC
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Piscataqua Savings Bank
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Concord Asset Management, LLC/VA
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Old North State Trust, LLC
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Clare Market Investments LLC
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Kesler, Norman & Wride, LLC
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Pinnacle Associates Ltd
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O'ROURKE & COMPANY, Inc
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RFG Advisory, LLC
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Stock Yards Bank & Trust Co
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Verum Partners LLC
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Becker Capital Management Inc
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Keener Financial Planning LLC
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Horizon Bancorp Inc /in/
|
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Red Tortoise LLC
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Obsidian Personal Planning Solutions LLC
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Arcataur Capital Management LLC
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PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
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W Advisors, Llc
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Legacy Financial Advisors, Inc.
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Johnson Investment Counsel Inc
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Resurgent Financial Advisors LLC
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Navigoe, LLC
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Common Fund For Nonprofit Organizations
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Mechanics Financial Corp
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Next Capital Management LLC
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Savant Capital, LLC
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Stephenson & Company, Inc.
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New Century Financial Group, LLC
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Outlook Wealth Advisors, LLC
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Concurrent Investment Advisors, LLC
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Vista Wealth Management Group, LLC
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Carrera Capital Advisors
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Arcus Capital Partners, LLC
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Retirement Wealth Solutions LLC
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Zrc Wealth Management, Llc
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Evanson Asset Management, LLC
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FSM Wealth Advisors, LLC
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B.O.S.S. Retirement Advisors, LLC
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Sterling Investment Advisors Llc /adv
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Stelac Advisory Services LLC
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Nicholas Hoffman & Company, LLC.
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Legacy Financial Group LLC
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White Pine Investment CO
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Pingora Partners LLC
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Premier Financial Group
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CNB Bank
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Werba Rubin Papier Wealth Management
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Wbh Advisory Inc
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Quotient Wealth Partners, LLC
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Foster Group, Inc.
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Nbc Securities, Inc.
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Stratos Wealth Advisors, LLC
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Dougherty Wealth Advisers LLC
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Palumbo Wealth Management LLC
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Janney Capital Management LLC
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Texas Bank & Trust Co
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Kayne Anderson Rudnick Investment Management Llc
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Chevy Chase Trust Holdings, Inc.
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Meridian Investment Counsel Inc.
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Morgan Stanley
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AlphaStar Capital Management, LLC
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SCS Capital Management LLC
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Creekside Partners
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Colton Groome Financial Advisors, Llc
|
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CBM Financial, LLC
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Apella Capital, LLC
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Balanced Wealth Group Llc
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Gerber Kawasaki Wealth & Investment Management
|
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Walled Lake Planning & Wealth Management, Llc
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Provident Wealth Management, LLC
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Armis Advisers, LLC
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BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
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Robertson Stephens Wealth Management, LLC
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Rainey & Randall Investment Management Inc.
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Wells Financial Advisors INC
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|
Financial Management Network Inc
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Atlas Capital Advisors Llc
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MAI Capital Management
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Armbruster Capital Management, Inc.
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Hoey Investments, Inc
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Peachtree Investment Partners, LLC
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West Paces Advisors Inc.
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Everhart Financial Group, Inc.
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Jfs Wealth Advisors, Llc
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Mill Creek Capital Advisors, LLC
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Studio Investment Management Llc
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Mullooly Asset Management, Inc.
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Mandatum Life Insurance Co Ltd
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AlTi Global, Inc.
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BKM Wealth Management, LLC
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Capital Advantage, Inc.
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Family Firm, Inc.
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Quantbot Technologies LP
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RMR Wealth Builders
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Baker Ellis Asset Management LLC
|
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|
Garrison Point Advisors, Llc
|
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Simon Quick Advisors, Llc
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|
Cape Ann Savings Bank
|
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|
Woodstock Corp
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|
Barclays Plc
|
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Garner Asset Management Corp
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Concord Wealth Partners
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|
Linscomb & Williams, Inc.
|
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|
Ehrlich Financial Group
|
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|
Bremer Bank National Association
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|
Live Oak Investment Partners
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|
Franklin Resources Inc
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|
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|
Cosner Financial Group, LLC
|
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Brookmont Capital Management
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Pineridge Advisors LLC
|
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Boston Family Office Llc
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Marshall Financial Group LLC
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Cahaba Wealth Management, Inc.
|
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|
Compass Wealth Management LLC
|
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Evergreen Capital Management Llc
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|
Fundamentun, Llc
|
|
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|
Alhambra Investment Partners LLC
|
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|
Arrow Financial Corp
|
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|
Leuthold Group, Llc
|
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|
American National Bank
|
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|
Citizens Financial Group Inc/ri
|
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|
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|
Soundwatch Capital LLC
|
|
|
|
|
|
Union Savings Bank
|
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|
|
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|
Engineers Gate Manager LP
|
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|
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|
Shepherd Financial Partners LLC
|
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|
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|
Merit Financial Group, LLC
|
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|
Smith Chas P & Associates Pa Cpas
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|
Investmark Advisory Group LLC
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|
Granite Investment Partners, LLC
|
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Bogart Wealth, LLC
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Quartz Partners, LLC
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Horizon Family Wealth, Inc.
|
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Lincoln Capital LLC
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St. Louis Financial Planners Asset Management, LLC
|
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|
Argentarii, LLC
|
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|
CI Private Wealth, LLC
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Altus Wealth Group LLC
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Morton Brown Family Wealth, LLC
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Baird Financial Group, Inc.
|
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|
Fft Wealth Management Llc
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Verdence Capital Advisors LLC
|
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|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Culbertson A N & Co Inc
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Bright Futures Wealth Management, LLC.
|
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|
Phillips Wealth Planners LLC
|
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|
Hanson & Doremus Investment Management
|
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|
|
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|
21 West Wealth Management LLC
|
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Nilsine Partners, LLC
|
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|
Maple Capital Management, Inc.
|
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|
Richwood Investment Advisors, LLC
|
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Creative Financial Designs Inc /adv
|
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|
Evolution Wealth Management Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
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|
|
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|
B&l Asset Management Llc
|
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|
|
|
Kovitz Investment Group Partners, LLC
|
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|
|
|
|
EdgeRock Capital LLC
|
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|
Miracle Mile Advisors, LLC
|
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|
Lifelong Wealth Advisors, Inc.
|
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|
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|
Pictet & Cie (Europe) SA
|
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|
|
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|
Tufton Capital Management
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|
BlueStem Wealth Partners, LLC
|
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|
XY Planning Network, Inc.
|
|
|
|
|
|
Oak Harvest Investment Services
|
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|
Alliance Wealth Management Group
|
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|
|
|
Jefferies Financial Group Inc.
|
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|
|
|
|
Regatta Capital Group, Llc
|
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|
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|
Cedar Mountain Advisors, LLC
|
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|
|
|
|
Howard Wealth Management, Llc
|
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|
Catalyst Financial Partners Llc
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
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|
Checchi Capital Advisers, LLC
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|
Richards, Merrill & Peterson, Inc.
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|
Keeley-Teton Advisors, LLC
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|
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|
Front Row Advisors LLC
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|
|
HB Wealth Management, LLC
|
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|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Hamilton Capital, LLC
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|
Tower Research Capital LLC (TRC)
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
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|
Sensible Money, LLC
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Triad Wealth Partners, LLC
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MY Wealth Management Inc.
|
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|
Exchange Capital Management, Inc.
|
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|
Waters Parkerson & Co., Llc
|
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Nations Financial Group Inc, /ia/ /adv
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|
|
|
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|
Hrc Wealth Management, Llc
|
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|
Latko Wealth Management, Ltd.
|
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
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|
Antonelli Financial Advisors, LLC
|
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|
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|
Change Path, LLC
|
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|
|
|
|
City National Bank Of Florida /msd
|
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|
|
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|
Claris Financial LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
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|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
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|
JSF Financial, LLC
|
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|
|
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|
Total Investment Management Inc
|
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|
Pinnacle Bancorp, Inc.
|
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|
Thoroughbred Financial Services, Llc
|
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|
|
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|
BCJ Capital Management, LLC
|
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|
|
|
Platform Technology Partners
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
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Warren Street Wealth Advisors, LLC
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Intrinsic Value Partners, LLC
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Lvm Capital Management Ltd/mi
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Chandler Asset Management, Inc.
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JDM Financial Group LLC
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American Trust
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Advyzon Investment Management, LLC
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CX Institutional
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Middleton & Co Inc/ma
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Magnus Financial Group LLC
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Diversified Portfolios, Inc.
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Aberdeen Wealth Management LLC
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Heritage Investors Management Corp
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Millstone Evans Group, LLC
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Vestmark Advisory Solutions, Inc.
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Stillwater Capital Advisors, LLC
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Colonial Trust Co / SC
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Farther Finance Advisors, LLC
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ARS Investment Partners, LLC
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South Plains Financial, Inc.
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Sierra Summit Advisors Llc
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RMR Capital Management, LLC
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RPG Investment Advisory, LLC
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Pine Ridge Advisers LLC
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Integrity Financial Corp /WA
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Wealthcare Advisory Partners LLC
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Essex Financial Services, Inc.
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Kings Path Partners LLC
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Smith Shellnut Wilson Llc /adv
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Cvfg Llc
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Arete Wealth Advisors, LLC
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Lebenthal Global Advisors, LLC
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Sunburst Financial Group, LLC
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ORG Partners LLC
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Columbia Advisory Partners Llc
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Sachetta, LLC
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Hollencrest Capital Management
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Trust Co
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Pacific Sage Partners, LLC
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Sageworth Trust Co
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Farmers & Merchants Investments Inc
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Orrstown Financial Services Inc
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VSM Wealth Advisory, LLC
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Landing Point Financial Group, LLC
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MainStreet Investment Advisors LLC
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Heritage Wealth Advisors
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EverSource Wealth Advisors, LLC
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Beaton Management Co. Inc.
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Alpha Cubed Investments, LLC
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Crewe Advisors LLC
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Smith, Moore & Co.
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Palisade Capital Management Llc/nj
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Segment Wealth Management, LLC
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LRI Investments, LLC
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IRSVX - Voya Separate Portfolios Trust - Voya Target Retirement 2055 Fund Class I
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Horan Securities, Inc.
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Vista Investment Management
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RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
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Dakota Wealth Management
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Federation des caisses Desjardins du Quebec
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Davidson Capital Management Inc.
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Transcend Wealth Collective, Llc
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Peregrine Asset Advisers, Inc.
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Eq Llc
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Per Stirling Capital Management, LLC.
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Baldwin Investment Management, LLC
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Rollins Financial Advisors, LLC
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PrairieView Partners, LLC
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Slagle Financial, LLC
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Amara Financial, Llc.
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Octavia Wealth Advisors, LLC
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Founders Capital Management
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Jamison Private Wealth Management, Inc.
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First National Bank Of Omaha
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Watts Gwilliam & Co., LLC
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HBK Sorce Advisory LLC
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Cardinal Strategic Wealth Guidance
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Wealthbridge Capital Management, Llc
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Liberty Wealth Management Llc
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Victrix Investment Advisors
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Level Wealth Management LLC
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Eley Financial Management, Inc
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Aprio Wealth Management, LLC
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AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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Laurel Wealth Advisors LLC
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REDW Wealth LLC
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1248 Management, LLC
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Rossmore Private Capital
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Foundry Financial Group, Inc.
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J.w. Cole Advisors, Inc.
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Pettyjohn, Wood & White, Inc
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Vermillion & White Wealth Management Group, LLC
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State Street Corp
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Verity Asset Management, Inc.
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Mirae Asset Global Investments Co., Ltd.
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Independence Bank of Kentucky
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American Money Management, LLC
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Lowe Brockenbrough & Co Inc
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Fountainhead AM, LLC
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Fairway Wealth LLC
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Omega Financial Group, LLC
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Saxon Interests, Inc.
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Financial Gravity Companies, Inc.
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Trust Co Of Toledo Na /oh/
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Ironwood Wealth Management, LLC.
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Elevated Capital Advisors, LLC
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Capital Advisors Wealth Management, LLC
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Arvest Bank Trust Division
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Spears Abacus Advisors LLC
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Bfsg, Llc
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Fidelis Capital Partners, LLC
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OMNI 360 Wealth, Inc.
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National Bank Of Canada /fi/
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Leverty Financial Group, LLC
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Spinnaker Trust
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MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A
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Skopos Labs, Inc.
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Blue Zone Wealth Advisors, LLC
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Carbahal Olsen Financial Services Group, LLC
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Principle Wealth Partners Llc
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Compton Financial Group, LLC
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Greenleaf Trust
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Biltmore Family Office, LLC
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Somnio Financial Group, LLC
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Defined Wealth Management, Llc
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FORM Wealth Advisors, LLC
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Valued Wealth Advisors LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II
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Jim Saulnier & Associates, Llc
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KG&L Capital Management,LLC
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Qrg Capital Management, Inc.
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Core Wealth Advisors, Inc.
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Brio Consultants, LLC
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Meridian Management Co
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BCGM Wealth Management, LLC
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Boston Private Wealth Llc
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RWM Asset Management, LLC
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Dagco, Inc.
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Sound Income Strategies, LLC
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AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
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Archer Investment Corp
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Legacy Financial Strategies, LLC
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Bridges Investment Management Inc
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Global Wealth Strategies & Associates
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North Capital, Inc.
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Planning Alternatives Ltd /adv
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Midwest Capital Advisors, LLC
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Tectonic Advisors Llc
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Integrated Wealth Concepts LLC
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Monterey Private Wealth, Inc.
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Fulton Breakefield Broenniman Llc
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Albion Financial Group /ut
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Tru Independence Asset Management 2, Llc
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Capital Management Associates, Inc
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Souders Financial Advisors
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Finley Financial, LLC
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|
Td Asset Management Inc
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|
Midwest Trust Co
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|
Arista Wealth Management, LLC
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Norris Perne & French Llp/mi
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WPG Advisers, LLC
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TCI Wealth Advisors, Inc.
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Financial Network Wealth Management LLC
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Headlands Technologies LLC
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|
Cumberland Advisors Inc
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|
Lee Financial Co
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Seascape Capital Management
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|
Providence Capital Advisors, LLC
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|
Hickory Point Bank & Trust
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Ridgeline Wealth Planning, LLC
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|
Private Client Services, Llc
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|
Allstate Corp
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DiMeo Schneider & Associates, L.L.C.
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Palisades Hudson Asset Management, L.P.
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Harbor Investment Advisory, Llc
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Luminist Capital LLC
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Jaffetilchin Investment Partners, LLC
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|
Headinvest, Llc
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Seeds Investor Llc
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Horizons Wealth Management
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Yukon Wealth Management, Inc.
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Kera Capital Partners, Inc.
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Mendota Financial Group, LLC
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Diversify Advisory Services, LLC
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|
Plancorp, LLC
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Wealth Architects, LLC
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Moser Wealth Advisors, LLC
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|
Fairscale Capital, LLC
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|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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|
Noesis Capital Mangement Corp
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Horan Capital Advisors, LLC.
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Perritt Capital Management Inc
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Reyes Financial Architecture, Inc.
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Cutler Investment Counsel Llc
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Northern Trust Corp
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|
Activest Wealth Management
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|
Resolute Advisors LLC
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Magnolia Wealth Management, LLC
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Northwestern Mutual Investment Management Company, Llc
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Ritholtz Wealth Management
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Retirement Investment Advisors, Inc.
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SOL Capital Management CO
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Sterling Capital Management LLC
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|
Matauro, Llc
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|
Blue Square Asset Management, Llc
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Drive Wealth Management, Llc
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Wealth Enhancement Advisory Services, Llc
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|
Tortoise Investment Management, LLC
|
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|
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
|
|
|
Aspect Partners, LLC
|
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|
First United Bank Trust/
|
|
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|
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|
Webster Bank, N. A.
|
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|
Wolverine Trading, Llc
|
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Acadian Asset Management Llc
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Northeast Financial Consultants Inc
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New England Professional Planning Group Inc.
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|
Private Trust Co Na
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Optivise Advisory Services LLC
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Aspetuck Financial Management LLC
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|
Sentinel Wealth Management, Inc.
|
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|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MFA Wealth Services
|
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|
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|
Prospera Financial Services Inc
|
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|
Midwest Financial Group LLC
|
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|
Clark Asset Management, LLC
|
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|
Beckerman Institutional, LLC
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|
Secure Asset Management, LLC
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|
Transatlantique Private Wealth Llc
|
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|
Fortitude Advisory Group L.L.C.
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|
|
|
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|
Canandaigua National Bank & Trust Co
|
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|
Gamco Investors, Inc. Et Al
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Capstone Financial Advisors, Inc.
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|
Nabity-Jensen Investment Management Inc
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FreeGulliver LLC
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Punch & Associates Investment Management, Inc.
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WealthCollab, LLC
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|
GM Advisory Group, Inc.
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|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Castle Wealth Management Llc
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|
Signature Estate & Investment Advisors Llc
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|
Clark Capital Management Group, Inc.
|
|
|
|
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|
Spectrum Wealth Counsel, LLC
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|
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|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Stephenson National Bank & Trust
|
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|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Davis Capital Management
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|
|
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|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
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|
Keeler & Nadler Financial Planning & Wealth Management
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|
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|
Thrive Wealth Management, LLC
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|
Fiduciary Financial Group, Llc
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|
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|
Stanley-Laman Group, Ltd.
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|
|
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|
Fmb Wealth Management
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|
VeraBank, N.A.
|
|
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|
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|
Valley Financial Group, Inc.
|
|
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|
Bulwark Capital Corp
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|
Level Four Advisory Services, Llc
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|
Modern Wealth Management, LLC
|
|
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|
|
|
Journey Beyond Wealth, LLC
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|
Alexander Randolph Advisory Inc
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|
Elios Financial Group Inc.
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|
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|
Public Sector Pension Investment Board
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|
Melfa Wealth Management, Llc
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|
Crossmark Global Holdings, Inc.
|
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|
Nicolet Advisory Services, Llc
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|
Synovus Financial Corp
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|
Kozak & Associates, Inc.
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|
Bowman & Co S.C.
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|
Patton Albertson Miller Group, Llc
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|
Montis Financial, LLC
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|
Verde Capital Management
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|
Lockerman Financial Group, Inc.
|
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|
Christopher J. Hasenberg, Inc
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|
Fmr Llc
|
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|
Madden Advisory Services, Inc.
|
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|
Aries Wealth Management
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|
Aft, Forsyth & Company, Inc.
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|
Eqis Capital Management, Inc.
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Good Life Advisors, LLC
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Sterling Investment Counsel, LLC
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Turning Point Benefit Group, Inc.
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BridgePort Financial Solutions, LLC
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Fiduciary Planning LLC
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Conservest Capital Advisors, Inc.
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Kingswood Wealth Advisors, Llc
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Gilbert & Cook, Inc.
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Rf&l Wealth Management, Llc
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Investment Advisory Services Inc /tx /adv
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First Command Advisory Services, Inc.
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Birch Hill Investment Advisors LLC
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Quaker Wealth Management, LLC
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Primoris Wealth Advisors, Llc
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Keystone Financial Group, Inc.
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Clarity Capital Partners LLC
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Plan Group Financial, LLC
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PAX Financial Group, LLC
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Ironwood Financial, llc
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Mount Yale Investment Advisors, LLC
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Mariner, LLC
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Rockland Trust Co
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Financial Engines Advisors L.L.C.
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Seaside Wealth Management, Inc.
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Brady Family Wealth, Llc
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Thrivent Financial For Lutherans
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Keel Point, LLC
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Twin Peaks Wealth Advisors, LLC
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3EDGE Asset Management, LP
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Strategy Asset Managers Llc
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Mma Asset Management Llc
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Nemes Rush Group LLC
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High Falls Advisors, Inc
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4J Wealth Management LLC
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D.a. Davidson & Co.
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OVS - Listed Funds Trust - Overlay Shares Small Cap Equity ETF
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Plum Street Advisors, LLC
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Opinicus Capital, Inc.
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RFP Financial Group LLC
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Fairview Capital Investment Management, Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Jane Street Group, Llc
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Nbt Bank N A /ny
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4Thought Financial Group Inc.
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TruWealth Advisors, LLC
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Aristides Capital LLC
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O'shaughnessy Asset Management, Llc
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Rehmann Capital Advisory Group
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Allen Investment Management LLC
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Sfmg, Llc
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Gwn Securities Inc.
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Encompass Wealth Advisors, Llc
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PACK Private Wealth, LLC
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TFB Advisors LLC
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Goldstein Advisors, LLC
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Landmark Wealth Management, LLC
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Signet Investment Advisory Group, Inc.
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Fort Washington Investment Advisors Inc /oh/
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Oakwell Private Wealth Management, LLC
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Group One Trading, L.p.
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First Bank & Trust
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DiNuzzo Private Wealth, Inc.
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Insight Advisors, LLC/ PA
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North Ridge Wealth Advisors, Inc.
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YHB Investment Advisors, Inc.
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Allspring Global Investments Holdings, LLC
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Bank OZK
|
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Schwab Charitable Fund
|
|
|
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|
Orion Capital Management LLC
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Blue Barn Wealth, LLC
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Rothschild Investment Llc
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Park Avenue Securities Llc
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Wells Fargo & Company/mn
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Koesten, Hirschmann & Crabtree, INC.
|
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Vident Advisory, LLC
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One Day In July LLC
|
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|
VRSAX - Voya Separate Portfolios Trust - Voya Target Retirement 2060 Fund Class I
|
|
|
|
|
|
West Bancorporation Inc
|
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|
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Bestgate Wealth Advisors, LLC
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M3 Advisory Group, LLC
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Wolff Wiese Magana Llc
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Rockwood Wealth Management, LLC
|
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Sandy Spring Bank
|
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Hohimer Wealth Management, Llc
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LaSalle St. Investment Advisors, LLC
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Tempus Wealth Planning, LLC
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Venturi Wealth Management, LLC
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Pine Haven Investment Counsel, Inc
|
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|
NDMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Aggressive Fund Class A
|
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Rik Saylor Financial, Inc.
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Balance Wealth, LLC
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Fund Evaluation Group, LLC
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Mairs & Power Inc
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Welch Group, LLC
|
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|
BIP Wealth, LLC
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Bonfire Financial
|
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|
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Fi3 FINANCIAL ADVISORS, LLC
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Colony Family Offices, LLC
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L2 Asset Management, LLC
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|
Bank of Jackson Hole Trust
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Coastline Trust Co
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Prudential Financial Inc
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McNamara Financial Services, Inc.
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RTD Financial Advisors, Inc.
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CAPROCK Group, Inc.
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Alley Investment Management Company, LLC
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Soltis Investment Advisors LLC
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|
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Garrett Investment Advisors LLC
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Bordeaux Wealth Advisors LLC
|
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Nova Wealth Management, Inc.
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JMG Financial Group, Ltd.
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|
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Sprinkle Financial Consultants LLC
|
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|
United Bank
|
|
|
|
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|
Newton One Investments LLC
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Ballentine Partners, LLC
|
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Ronald Blue Trust, Inc.
|
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|
Sabal Trust CO
|
|
|
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|
J. Goldman & Co LP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II
|
|
|
|
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|
Transcendent Capital Group LLC
|
|
|
|
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|
Twele Capital Management, Inc.
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
|
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|
World Equity Group, Inc.
|
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|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Revisor Wealth Management LLC
|
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|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
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CFS Investment Advisory Services, LLC
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|
Stuart Chaussee & Associates, Inc.
|
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|
|
|
|
Arkadios Wealth Advisors
|
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Blodgett Wealth Advisors, Llc
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|
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Sentinus, LLC
|
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|
|
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|
Investment Partners Asset Management, Inc.
|
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|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
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|
Equita Financial Network, Inc.
|
|
|
|
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|
Moody National Bank Trust Division
|
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|
Credit Agricole S A
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|
Syntax Research, Inc.
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Equitable Holdings, Inc.
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Park Capital Management, LLC / WI
|
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|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Next Level Wealth Planning, LLC
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|
Northwest Capital Management Inc
|
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|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
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Evergreen Private Wealth LLC
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|
Evoke Wealth, Llc
|
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|
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|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Atwood & Palmer Inc
|
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|
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|
Silvercrest Asset Management Group Llc
|
|
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|
Telos Capital Management, Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
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|
Integrated Investment Consultants, LLC
|
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|
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|
Westside Investment Management, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
IFG Advisory, LLC
|
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|
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|
BRYN MAWR TRUST Co
|
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|
Financial Insights, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
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|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
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|
|
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|
Commerce Bank
|
|
|
|
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|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
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Firestone Capital Management
|
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|
Oarsman Capital, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Melone Private Wealth, LLC
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
DKM Wealth Management, Inc.
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
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|
|
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|
Counterweight Ventures, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Curat Global, LLC
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|
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|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Financial Counselors Inc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
SECT - Northern Lights Fund Trust IV - Main Sector Rotation ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Municipal Employees' Retirement System of Michigan
|
|
|
|
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|
Evergreen Advisors, LLC
|
|
|
|
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|
Sunbelt Securities, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Fortress Financial Solutions, LLC
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Dimension Capital Management Llc
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Citizens Business Bank
|
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Tanager Wealth Management LLP
|
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Private Management Group Inc
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Exchange Traded Concepts, Llc
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Hoxton Planning & Management, LLC
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Summit Place Financial Advisors, LLC
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Traynor Capital Management, Inc.
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Rochester Wealth Strategies, LLC
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Swf Llc
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Cornerstone Advisory, LLC
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Serenus Wealth Advisors, LLC
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Kohmann Bosshard Financial Services, LLC
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Country Trust Bank
|
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CPA Asset Management LLC
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Leonard Rickey Investment Advisors P.L.L.C.
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Neumann Capital Management, LLC
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SigFig Wealth Management, LLC
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Neuberger Berman Group LLC
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Amarillo National Bank
|
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DAVENPORT & Co LLC
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Aft, Forsyth & Sober, LLC
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Allie Family Office LLC
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Westwood Holdings Group Inc
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Keybank National Association/oh
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Bank of New York Mellon Corp
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Opus Capital Group, LLC
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Edgemoor Investment Advisors, Inc.
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Resources Management Corp /ct/ /adv
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DDFG, Inc
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Waterloo Capital, L.P.
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Hudson Capital Management LLC
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Creative Planning
|
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D L Carlson Investment Group Inc
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Strategic Equity Management
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Morris Financial Concepts, Inc.
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Breakwater Investment Management
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VisionPoint Advisory Group, LLC
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Tilia Fiduciary Partners, Inc.
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Johnson Financial Group, Inc.
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CarsonAllaria Wealth Management, Ltd.
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Houlihan Financial Resource Group, Ltd.
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Inman Jager Wealth Management, LLC
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Agf Management Ltd
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Rockport Wealth LLC
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Wealthquest Corp
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|
Jones Financial Companies Lllp
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May Hill Capital, LLC
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North Berkeley Wealth Management, LLC
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Barrett & Company, Inc.
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Valley National Advisers Inc
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Covestor Ltd
|
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Tudor Investment Corp Et Al
|
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Smithfield Trust Co
|
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Advanced Asset Management Advisors Inc
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Nixon Peabody Trust Co
|
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AllSquare Wealth Management LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Quadcap Wealth Management, LLC
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|
Capasso Planning Partners LLC
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|
ICONIQ Capital, LLC
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Hilltop Partners LLC
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Financial Advisors, LLC
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Ohio National Investments, Inc.
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Foster & Motley Inc
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Citigroup Inc
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|
Courier Capital Llc
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Topel & Distasi Wealth Management, LLC
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Nicollet Investment Management, Inc.
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Old National Bancorp /in/
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Patten & Patten Inc/tn
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Family Wealth Group, LLC
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4wealth Advisors, Inc.
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Glenmede Investment Management, LP
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True Link Financial Advisors, LLC
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Evercore Wealth Management, LLC
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Capital Analysts, Inc.
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Investors Research Corp
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Bleakley Financial Group, LLC
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Harbour Investments, Inc.
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Sowell Financial Services LLC
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K2 Principal Fund, L.p.
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Beese Fulmer Investment Management, Inc.
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|
Fifth Third Bancorp
|
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|
SevenBridge Financial Group, LLC
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II
|
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|
|
|
|
Schnieders Capital Management Llc
|
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|
McIlrath & Eck, LLC
|
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Missouri Trust & Investment Co
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Professional Financial Advisors, LLC
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Vista Capital Partners, Inc.
|
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|
Lincoln Capital Corp
|
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|
Bank Of Stockton
|
|
|
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|
Sheets Smith Wealth Management
|
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|
Crestmont Private Wealth LLC
|
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|
Cadinha & Co Llc
|
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|
|
Price T Rowe Associates Inc /md/
|
|
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|
|
|
Edmond De Rothschild Holding S.a.
|
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|
|
Helium Advisors LLC
|
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|
|
Pettinga Financial Advisors, LLC
|
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|
Macroview Investment Management Llc
|
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|
Kovack Advisors, Inc.
|
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|
Cranbrook Wealth Management, LLC
|
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|
First Western Trust Bank
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
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|
|
Icon Wealth Advisors, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
|
|
|
PDS Planning, Inc
|
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|
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|
Arcadia Investment Advisors Llc
|
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|
First Horizon Advisors, Inc.
|
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|
|
|
|
Bouchey Financial Group Ltd
|
|
|
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|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
John W. Brooker & Co., CPAs
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
|
|
|
|
|
