AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF - Net Long/Short Value

iShares Trust - iShares Core U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US4642872265

AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
CAP Partners, LLC
Victory Capital Management Inc
Valmark Advisers, Inc.
Patriot Financial Group Insurance Agency, LLC
Sepio Capital, LP
UBS Group AG
Oak Wealth Advisors LLC
Clarity Capital Partners LLC
L.K. Benson & Company, P.C.
Northwest Financial Advisors
Larson Financial Group LLC
Cahill Wealth Management, LLC
Range Financial Group LLC
CAPROCK Group, Inc.
Prime Capital Investment Advisors, LLC
Grey Fox Wealth Advisors, LLC
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
Kovack Advisors, Inc.
Morgan Stanley
Tobias Financial Advisors, Inc.
Magnolia Capital Advisors Llc
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF
Lcnb Corp
Strategic Financial Partners, Ltd.
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
Rise Advisors, LLC
IHT Wealth Management, LLC
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Ingalls & Snyder Llc
Crabel Capital Management, LLC
Benchmark Wealth Management, LLC
SOA Wealth Advisors, LLC.
Dynamic Wealth Strategies, LLC
Ellis Investment Partners, LLC
Punch & Associates Investment Management, Inc.
Charles Schwab Trust Co
Steele Capital Management, Inc.
Welch & Forbes Llc
Diligent Investors, LLC
JT Stratford LLC
Eight 31 Financial Llc
DHJJ Financial Advisors, Ltd.
Pinnacle Bancorp, Inc.
Altfest L J & Co Inc
PSI Advisors, LLC
GP Brinson Investments LLC
Zacks Investment Management
WP Advisors, LLC
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
Genesis Wealth Advisors, LLC
Unique Wealth, Llc
Capital Investment Advisory Services, LLC
Tennessee Valley Asset Management Partners
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
Angeles Investment Advisors, LLC
Finley Financial, LLC
Copia Wealth Management
Friedenthal Financial
Lewis Asset Management, LLC
Wealthcare Capital Partners, LLC
Summit Wealth Partners, LLC
GeoWealth Management, LLC
Weaver Consulting Group
Balanced Rock Investment Advisor
ETF Portfolio Partners, Inc.
Sovereign Financial Group, Inc.
FineMark National Bank & Trust
Cannon Wealth Management Services, LLC
Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio
Fulton Breakefield Broenniman Llc
Transcend Wealth Collective, Llc
Cherry Tree Wealth Management, LLC
Peterson Wealth Services
Bbr Partners, Llc
Massmutual Trust Co Fsb/adv
Investment House Llc
Brown Advisory Inc
Rockingstone Advisors LLC
Millennium Management Llc
Dunhill Financial, LLC
LM Advisors LLC
Old National Bancorp /in/
Wealth Management Associates, Inc.
D.a. Davidson & Co.
Financial Freedom, LLC
Conservest Capital Advisors, Inc.
Hudson Capital Management LLC
Chris Bulman Inc
Beaumont Financial Advisors, LLC
Ronald Blue Trust, Inc.
Community Trust & Investment Co
Cutler Investment Counsel Llc
Verger Capital Management LLC
Activest Wealth Management
Breakwater Investment Management
TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
Prairieview Wealth Partners, Llc
Traub Capital Management LLC
Wick Capital Partners, LLC
BayBridge Capital Group, LLC
TD Waterhouse Canada Inc.
Maltin Wealth Management, Inc.
Cable Hill Partners, LLC
Indiana Trust & Investment Management CO
Tudor Investment Corp Et Al
Mather Group, Llc.
GM Advisory Group, Inc.
Capital Investment Advisors, LLC
Madden Advisory Services, Inc.
Childress Capital Advisors, Llc
Coastal Bridge Advisors, LLC
Wincap Financial Llc
New Century Financial Group, LLC
Bank Of America Corp /de/
PMG Wealth Management, Inc.
Disciplined Investments, LLC
Hilltop Holdings Inc.
William Howard & Co Financial Advisors Inc
MBL Wealth, LLC
Rock Point Advisors, LLC
Gladwyn Financial Advisors, Inc.
CWA Asset Management Group, LLC
Novem Group
Northstar Financial Companies, Inc.
Ssi Investment Management Llc
Long Run Wealth Advisors, LLC
MB Generational Wealth, LLC
Werba Rubin Papier Wealth Management
Beacon Financial Advisory LLC
Financial Gravity Companies, Inc.
Bank Julius Baer & Co. Ltd, Zurich
Nations Financial Group Inc, /ia/ /adv
Fwl Investment Management, Llc
Merkkuri Wealth Advisors LLC
Dohj, Llc
Legacy Wealth Management, Inc
Quantinno Capital Management LP
Pacific Financial Group Inc
Ellenbecker Investment Group
Capital Advisors Wealth Management, LLC
Rik Saylor Financial, Inc.
Mill Creek Capital Advisors, LLC
Tcfg Wealth Management, Llc
FSM Wealth Advisors, LLC
Farther Finance Advisors, LLC
Tectonic Advisors Llc
Brickley Wealth Management
Mullooly Asset Management, Inc.
Key FInancial Inc
Creative Capital Management Investments LLC
Level Four Advisory Services, Llc
New York Life Investment Management Llc
TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
Summit Financial, LLC
Moss Adams Wealth Advisors LLC
West Michigan Advisors, Llc
Cornerstone Planning Group LLC
Toroso Investments, LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
Ritter Daniher Financial Advisory LLC / DE
Cerro Pacific Wealth Advisors LLC
TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
Pcg Asset Management, Llc
Compass Financial Group, Inc.
MEMBERS Trust Co
Envision Financial LLC
Arrow Financial Corp
Rivernorth Capital Management, Llc
Farmers & Merchants Investments Inc
Hemington Wealth Management
Golden State Wealth Management, LLC
MTC Wealth Management LLC
HCMEX - NORTHERN LIGHTS FUND TRUST III - HCM Income Plus Fund Class A Shares
Coston, McIsaac & Partners
Ti-trust, Inc
Fairvoy Private Wealth, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service
Beacon Investment Advisory Services, Inc.
Optas, LLC
Evoke Wealth, Llc
Jfs Wealth Advisors, Llc
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I
Orgel Wealth Management, LLC
Safe Harbor Fiduciary, LLC
Cranbrook Wealth Management, LLC
Gradient Capital Advisors, LLC
High Net Worth Advisory Group LLC
Arizona PSPRS Trust
First Business Financial Services, Inc.
E&G Advisors, LP
Daymark Wealth Partners, Llc
Courier Capital Llc
Charter Capital Management, LLC\DE
Rossby Financial, LCC
EFG Asset Management (Americas) Corp.
Cornerstone Wealth Group, LLC
Successful Portfolios LLC
New World Advisors LLC
Red Cedar Investment Management, Llc
Man Group plc
United Advisor Group, LLC
Advisory Services Network, LLC
Acorn Financial Advisory Services Inc /adv
Penney Financial, LLC
Grove Bank & Trust
Occidental Asset Management, LLC
Core Wealth Management, Inc.
Advisory Alpha, LLC
Oldfather Financial Services, LLC
FDx Advisors, Inc.
Howard Capital Management Inc.
Madrona Financial Services, LLC
BridgePort Financial Solutions, LLC
First Manhattan Co
McIlrath & Eck, LLC
Reyes Financial Architecture, Inc.
Guerra Advisors Inc
DAVENPORT & Co LLC
Prudent Man Advisors, LLC
Cypress Capital Group
Beacon Capital Management, LLC
Beacon Financial Group
Oxford Financial Group Ltd
Element Wealth, LLC
REDW Wealth LLC
Fidelis Capital Partners, LLC
WealthPlan Investment Management, LLC
Citizens Financial Group Inc/ri
Savvy Advisors, Inc.
Synovus Financial Corp
Bell Bank
IFG Advisory, LLC
Insigneo Advisory Services, Llc
Nvwm, Llc
Total Wealth Planning, Llc
Tower Research Capital LLC (TRC)
BEAM Asset Management, LLC
German American Bancorp, Inc.
Chemung Canal Trust Co
Phillips Financial Management, Llc
SOUTH STATE Corp
Milestone Asset Management, Llc
HBK Sorce Advisory LLC
Rialto Wealth Management, LLC
ORG Wealth Partners, LLC
Gridiron Partners, LLC
Timonier Family Office, LTD.
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
Carnegie Capital Asset Management, LLC
Linscomb & Williams, Inc.
ARGI Investment Services, LLC
Eastern Bank
Croban
Concord Wealth Partners
Navigoe, LLC
Maia Wealth LLC
Client 1st Advisory Group, Llc
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
Hancock Whitney Corp
Cornerstone Advisory, LLC
Watershed Private Wealth Llc
Westerkirk Capital Inc.
Facet Wealth, Inc.
Harbour Investments, Inc.
TT Capital Management LLC
Family Capital Trust Co
Financial Sense Advisors, Inc.
Summit Global Investments
Atticus Wealth Management, Llc
Stillwater Capital Advisors, LLC
ERTS Wealth Advisors, LLC
Royal Bank Of Canada
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF
Ndwm Llc
Kentucky Trust Co
Mackenzie Financial Corp
Sovran Advisors, LLC
Federation des caisses Desjardins du Quebec
Connable Office Inc
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
Financial Advisors Network, Inc.
Vontobel Holding Ltd.
Bogart Wealth, LLC
Steward Partners Investment Advisory, Llc
Clarity Financial LLC
Objective Capital Management, LLC
L.m. Kohn & Company
Stamos Capital Partners, L.p.
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class
Topsail Wealth Management, LLC
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
Modera Wealth Management, LLC
Skyline Advisors, Inc.
Toth Financial Advisory Corp
Vicus Capital
Jane Street Group, Llc
Crewe Advisors LLC
Haverford Trust Co
AlphaCore Capital LLC
Mesirow Financial Investment Management, Inc.
KG&L Capital Management,LLC
Pinnacle Financial Group, LLC / IL
BOK Financial Private Wealth, Inc.
Independent Wealth Network Inc.
Mosaic Family Wealth Partners, Llc
Halbert Hargrove Global Advisors, Llc
PrairieView Partners, LLC
Burney Co/
Old Mission Capital Llc
Michels Family Financial, LLC
ORG Partners LLC
Delta Financial Group, Inc.
BTC Capital Management, Inc.
Benin Management CORP
Gateway Wealth Partners, LLC
Fundamentun, Llc
GSG Advisors LLC
Kagan Cocozza Asset Management
Financial Advisory Service, Inc.
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
Sykon Capital Llc
Principal Securities, Inc.
Meridian Wealth Partners, LLC
United Bank
Calton & Associates, Inc.
Strategic Wealth Partners, Ltd.
Strategic Investment Advisors / MI
Comprehensive Financial Planning, Inc./PA
Sanibel Captiva Trust Company, Inc.
PineBridge Investments, L.P.
Legacy Wealth Managment, LLC/ID
National Asset Management, Inc.
Resurgent Financial Advisors LLC
Principia Wealth Advisory, LLC
Ballew Advisors, Inc
Summa Corp.
First American Trust, Fsb
Park Avenue Securities Llc
Frank, Rimerman Advisors LLC
Mml Investors Services, Llc
MCF Advisors LLC
Cambridge Associates Llc /ma/ /adv
SlateStone Wealth, LLC
Interactive Financial Advisors
FSA Investment Group, LLC
Private Wealth Group, LLC
Wealth Alliance Advisory Group, LLC
New Insight Wealth Advisors
Asset Dedication, LLC
Primoris Wealth Advisors, Llc
Vision Financial Markets Llc
PDS Planning, Inc
Merit Financial Group, LLC
Kmg Fiduciary Partners, Llc
McKinley Carter Wealth Services, Inc.
Chicago Partners Investment Group LLC
First Bank & Trust
Roman Butler Fullerton & Co
White Lighthouse Investment Management Inc.
Integrated Investment Consultants, LLC
TFC Financial Management
Hoge Financial Services, Llc
Saxon Interests, Inc.
Live Oak Private Wealth LLC
LifePlan Investment Advisors, Inc.
Holistic Financial Partners
Orin Green Financial, LLC
Citizens National Bank Trust Department
Nbt Bank N A /ny
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
Putnam Fl Investment Management Co
Credential Qtrade Securities Inc.
Dentgroup LLC
Erickson Financial Group, LLC
Copperwynd Financial, LLC
Brown Wealth Management, Llc
Trust Co Of Virginia /va
Change Path, LLC
American Investment Services, Inc.
AllSquare Wealth Management LLC
Sunesis Advisors, LLC
TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
Proffitt & Goodson Inc
Lyell Wealth Management, Lp
Foundations Investment Advisors, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Narus Financial Partners, LLC
Prentice Wealth Management LLC
TSA Wealth Managment LLC
Charter Oak Capital Management, LLC
Christopher J. Hasenberg, Inc
Clear Creek Financial Management, LLC
Sax Wealth Advisors, Llc
Exencial Wealth Advisors, Llc
NEOS Investment Management LLC
Granite Bay Wealth Management, LLC
Independent Family Office, LLC
Forza Wealth Management, LLC
Fifth Third Securities, Inc.
Center for Financial Planning, Inc.
Bowie Capital Management, LLC
Hengehold Capital Management Llc
NWK Group, Inc.
MPRO - Northern Lights Fund Trust IV - Monarch ProCap ETF
Bank of Jackson Hole Trust
Astoria Portfolio Advisors LLC.
Fourth Dimension Wealth, LLC
Smith Thornton Advisors LLC
Juncture Wealth Strategies, Llc
Sunbelt Securities, Inc.
Aspect Partners, LLC
Accel Wealth Management
MGB Wealth Management, LLC
Trust Co of the South
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
Smithfield Trust Co
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
Brooks, Moore & Associates, Inc.
King Wealth
Financial Advocates Investment Management
Cooper Financial Group
Aua Capital Management, Llc
Marshall & Sterling Wealth Advisors Inc.
CX Institutional
Aries Wealth Management
First United Bank Trust/
N/A - Clayton Street Trust - Protective Life Dynamic Allocation Series - Conservative Portfolio
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
Exchange Traded Concepts, Llc
BLB&B Advisors, LLC
Smartleaf Asset Management LLC
Walker Financial Services, Inc.
Skopos Labs, Inc.
CENTRAL TRUST Co
Zullo Investment Group, Inc.
Denali Advisors Llc
Union Savings Bank
St Germain D J Co Inc
Strategic Investment Management, Llc
Aviance Capital Partners, LLC
Duncan Williams Asset Management, LLC
Rockbridge Investment Management, LCC
Park Square Financial Group, LLC
Ameriprise Financial Inc
Optimum Investment Advisors
High Note Wealth, LLC
Palacios Wealth Management, LLC
IFP Advisors, Inc
Pensionmark Financial Group, Llc
Wedbush Securities Inc
Impact Capital Partners LLC
Norden Group Llc
Robertson Stephens Wealth Management, LLC
Innovative Wealth Building LLC
Nemes Rush Group LLC
Warner Financial, Inc
McLean Asset Management Corp
Opes Wealth Management LLC
Joseph Group Capital Management
Wsfs Capital Management, Llc
Asset Allocation & Management Company, LLC
Main Street Group, LTD
CarsonAllaria Wealth Management, Ltd.
Woodside Wealth Management LLC
Westwood Holdings Group Inc
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I
Braun-Bostich & Associates Inc.
Peregrine Asset Advisers, Inc.
Voya Investment Management Llc
Transform Wealth, LLC
Halter Ferguson Financial Inc.
Integrated Advisors Network LLC
Veracity Capital LLC
eCIO, Inc.
Lavaca Capital Llc
Paloma Partners Management Co
rebel Financial LLC
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
Blankinship & Foster, LLC
Eqis Capital Management, Inc.
Naviter Wealth, LLC
Five Oceans Advisors
Coppell Advisory Solutions LLC
Heritage Wealth Management, Inc. /CA/
SJS Investment Consulting Inc.
Gould Capital, LLC
Northeast Financial Group, Inc.
Sheaff Brock Investment Advisors, LLC
Parkshore Wealth Management, Inc.
Cornerstone Advisors Asset Management, Inc
ALM First Financial Advisors, LLC
RiverGlades Family Offices LLC
Shelter Mutual Insurance Co
Calamos Wealth Management LLC
New Millennium Group LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Lgl Partners, Llc
Sonora Investment Management Group, LLC
First Financial Bank - Trust Division
LaSalle St. Investment Advisors, LLC
Emerald Investment Partners, Llc
Cidel Asset Management Inc
Andina Capital Management, LLC
Catalyst Financial Partners Llc
Trilogy Capital Inc.
Financial Consulate, Inc
Sterling Group Wealth Management, LLC
Little House Capital Llc
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
Berkeley Capital Partners, LLC
Nicolet Bankshares Inc
Russell Investments Group, Ltd.
Cullen/frost Bankers, Inc.
ARS Wealth Advisors Group, LLC
Onyx Bridge Wealth Group LLC
Gitterman Wealth Management, LLC
Wealth Advisors of Tampa Bay, LLC
1 North Wealth Services Llc
Fmr Llc
OneAscent Financial Services LLC
Dynasty Wealth Management, Llc
Simplify Asset Management Inc.
Boston Partners
NorthLanding Financial Partners, LLC
Noble Family Wealth, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial
DSG Capital Advisors, LLC
Galvin, Gaustad & Stein, LLC
Rakuten Investment Management, Inc.
Financial Engines Advisors L.L.C.
Ge Investment Management Corp.
J.w. Cole Advisors, Inc.
Boyd Wealth Management, LLC
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
1607 Capital Partners, LLC
First Heartland Consultants, Inc.
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
Camarda Financial Advisors, LLC
AlTi Global, Inc.
Choate Investment Advisors
Bank Hapoalim Bm
Patriot Investment Management Inc.
PFW Advisors LLC
Lifeworks Advisors, LLC
Farrell Financial LLC
KPP Advisory Services LLC
Ameritas Advisory Services, LLC
Kingswood Wealth Advisors, Llc
Lido Advisors, LLC
Atlantic Union Bankshares Corp
Axim Planning & Wealth
Elevate Wealth Advisory, Inc
Wall Street Financial Group, Inc.
JGP Wealth Management, LLC
Tyler-Stone Wealth Management
Abundance Wealth Counselors
Bright Financial Advisors, Inc.
Genus Capital Management Inc.
Bnp Paribas Arbitrage, Sa
Van Hulzen Asset Management, LLC
City Center Advisors, LLC
Augustine Asset Management Inc
1st Source Bank
Kestra Private Wealth Services, Llc
Ironwood Financial, llc
OVB - Listed Funds Trust - Overlay Shares Core Bond ETF
Philip James Wealth Mangement, LLC
Finward Bancorp
Ted Buchan & Co
Sentinel Wealth Management, Inc.
Financial Management Professionals, Inc.
Creekmur Asset Management LLC
VisionPoint Advisory Group, LLC
Curat Global, LLC
Wrapmanager Inc
Financial Network Wealth Management LLC
Hanlon Investment Management, Inc.
Private Capital Management Llc
Thompson Investment Management, Inc.
DMG Group, LLC
KFA Private Wealth Group, LLC
Warren Averett Asset Management, LLC
Garde Capital, Inc.
Parkside Financial Bank & Trust
IMS Capital Management
Leo Wealth, LLC
Trust Co Of Toledo Na /oh/
James Investment Research Inc
Winthrop Advisory Group LLC
Wbh Advisory Inc
Axxcess Wealth Management, Llc
Oppenheimer Asset Management Inc.
Western Wealth Management, LLC
CIBC Asset Management Inc
Mason Street Advisors, Llc
Capital Advisory Group Advisory Services, LLC
TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
Stratos Wealth Partners, LTD.
Heartwood Wealth Advisors LLC
Salomon & Ludwin, LLC
Carr Financial Group Corp
Gables Capital Management Inc.
EPG Wealth Management LLC
Cyndeo Wealth Partners, LLC
Moneta Group Investment Advisors Llc
Chesley Taft & Associates LLC
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
Ironwood Investment Counsel, LLC
Accelerate Investment Advisors LLC
Armis Advisers, LLC
Waters Parkerson & Co., Llc
Adirondack Trust Co
Kayne Anderson Rudnick Investment Management Llc
Ameliora Wealth Management Ltd.
Atlantic Edge Private Wealth Management, LLC
Sage Financial Group Inc
Cedar Point Capital Partners, LLC
Mirae Asset Global Investments Co., Ltd.
Turn8 Private Wealth Inc.
Washington Trust Advisors, Inc.
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
Financial Perspectives, Inc
Members Wealth Llc
Aqr Capital Management Llc
Pallas Capital Advisors LLC
Compass Planning Associates Inc
Bricktown Capital, LLC
Sigma Planning Corp
Edgemoor Investment Advisors, Inc.
Blair William & Co/il
MGO Private Wealth, LLC
Capital Analysts, Inc.
Wealthcare Advisory Partners LLC
Icapital Wealth Llc
DecisionMap Wealth Management, LLC
First Foundation Advisors
Essential Planning, LLC.
AMG National Trust Bank
Certified Advisory Corp
McNaughton Wealth Management, LLC
Metropolitan Life Insurance Co/ny
Barings Llc
Raymond James Financial Inc
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
Fisher Asset Management, LLC
Horizon Investments, LLC
Pinnacle Financial Partners Inc
Atlanta Consulting Group Advisors, LLC
Silverleafe Capital Partners, LLC
Mayflower Financial Advisors, LLC
Commonwealth Equity Services, Llc
Gries Financial Llc
MidWestOne Financial Group, Inc.
Nova Wealth Management, Inc.
Crux Wealth Advisors
Redhawk Wealth Advisors, Inc.
BlueStem Wealth Partners, LLC
Rock Creek Group, LP
Sumitomo Mitsui Trust Holdings, Inc.
Atomi Financial Group, Inc.
RFG Advisory, LLC
NorthCrest Asset Manangement, LLC
Auour Investments LLC
Crescent Grove Advisors, LLC
Etesian Wealth Advisors, Inc.
LeConte Wealth Management, LLC
Rosenberg Matthew Hamilton
Global Wealth Strategies & Associates
Hudock, Inc.
Hoxton Planning & Management, LLC
Mma Asset Management Llc
Arrien Investments, Inc.
Alamar Capital Management, LLC
Addison Advisors LLC
Brinker Capital Investments, LLC
Bleakley Financial Group, LLC
International Assets Investment Management, Llc
Cambridge Advisors Inc.
Tide Cove Capital Partners LLC
Willis Johnson & Associates, Inc.
Solstein Capital, LLC
Global Assets Advisory, LLC
Wealth Forward, LLC
Becker Capital Management Inc
Lifestyle Asset Management, Inc.
Tme Financial, Inc.
Harbour Capital Advisors, LLC
First Hawaiian Bank
First Trust Advisors Lp
TruWealth Advisors, LLC
Tanglewood Legacy Advisors, LLC
Ashton Thomas Private Wealth, LLC
McElhenny Sheffield Capital Management, LLC
Jacobi Capital Management LLC
SC&H Financial Advisors, Inc.
United Capital Financial Advisers, Llc
FSA Wealth Management LLC
Schiavi & Co LLC
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
Firethorn Wealth Partners, Llc
Signal Advisors Wealth, LLC
Richards, Merrill & Peterson, Inc.
Pettyjohn, Wood & White, Inc
Stephenson National Bank & Trust
Cambridge Investment Research Advisors, Inc.
Pathstone Holdings, LLC
Impact Partnership Wealth, LLC
Gray Private Wealth, LLC
BKM Wealth Management, LLC
Greenspring Advisors, LLC
Integrity Alliance, Llc.
Consultiva Wealth Management, Corp.
Flagship Private Wealth, LLC
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
Gerber Kawasaki Wealth & Investment Management
Matrix Trust Co
Barclays Plc
Apeiron RIA LLC
Beaumont Capital Management, LLC
Global Trust Asset Management, LLC
Pathway Financial Advisors LLC
Natixis Advisors, L.p.
Mastercard Foundation Asset Management Corp
Moisand Fitzgerald Tamayo, LLC
Gr Financial Group, Llc
Tolleson Wealth Management, Inc.
Providence First Trust Co
Quadrant Capital Group Llc
Hughes Financial Services, LLC
CVA Family Office, LLC
Sound View Wealth Advisors Group, LLC
Bank Of Nova Scotia
Signature Estate & Investment Advisors Llc
Stonekeep Investments, LLC
Charter Trust Co
Csenge Advisory Group
Capital Insight Partners, Llc
Mission Wealth Management, Lp
Vise Technologies, Inc.
Provenance Wealth Advisors, LLC
Exchange Bank
Human Investing LLC
Well Done, LLC
One Day In July LLC
Independent Solutions Wealth Management, LLC
RW Investment Management LLC
Logan Stone Capital, LLC
Wealthspire Advisors, LLC
PMV Capital Advisers, LLC
Tompkins Financial Corp
Capital Advisors, Ltd. LLC
TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
Neuberger Berman Group LLC
Jefferies Financial Group Inc.
Arista Wealth Management, LLC
Cardiff Park Advisors, Llc
IRSLX - Voya Separate Portfolios Trust - Voya Target Retirement 2025 Fund Class I
SYM FINANCIAL Corp
Fft Wealth Management Llc
WealthTrust Axiom LLC
Insight 2811, Inc.
Jackson, Grant Investment Advisers, Inc.
CASIX - MUTUAL FUND SERIES TRUST - Catalyst/Aspect Enhanced Multi-Asset Fund Class I
Gemmer Asset Management LLC
Sentinel Pension Advisors Inc
Newport Capital Group, LLC
WCG Wealth Advisors LLC
Tradewinds, LLC.
Summit Wealth Group, LLC
Independence Bank of Kentucky
5T Wealth, LLC
Addis & Hill, Inc
Bellwether Advisors, LLC
Centaurus Financial, Inc.
Everhart Financial Group, Inc.
Pinnacle Associates Ltd
Founders Financial Alliance, LLC
Financial Partners Group, LLC
Parallel Advisors, LLC
Granite Harbor Advisors, Inc.
BlueSky Wealth Advisors, LLC
Valpey Financial Services, LLC
Intergy Private Wealth, LLC
Ally Invest Advisors Inc.
Davies Financial Advisors, Inc.
Essex Savings Bank
Destination Wealth Management
Procyon Private Wealth Partners, LLC
Advance Capital Management, Inc.
GoalFusion Wealth Management, LLC
Premier Financial Group
Allspring Global Investments Holdings, LLC
Midwest Capital Advisors, LLC
Blue Edge Capital, LLC
TFB Advisors LLC
Keystone Global Partners, LLC
GWM Advisors LLC
Summit Financial Consulting LLC
Permanent Capital Management, LP
Atlas Capital Advisors Llc
Burke & Herbert Bank & Trust Co
Rather & Kittrell, Inc.
Chesapeake Wealth Management
Magnus Financial Group LLC
Affiance Financial, LLC
Bradley & Co. Private Wealth Management, LLC
Fort Point Capital Partners LLC
Cynosure Management, Llc
Heritage Financial Services, LLC
First Merchants Corp
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
Westside Investment Management, Inc.
Dearborn Partners Llc
Jpmorgan Chase & Co
Intelligence Driven Advisers, LLC
Dakota Wealth Management
Sierra Ocean, Llc
SageView Advisory Group, LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
Stonehaven Wealth & Tax Solutions, Llc
Richard W. Paul & Associates, LLC
Peak Financial Management, Inc.
Cercano Management LLC
Verdence Capital Advisors LLC
Brighton Jones Llc
Evergreen Wealth Solutions, LLC
Lee Danner & Bass Inc
Baker Avenue Asset Management, LP
Systematic Alpha Investments, LLC
Signature Securities Group Corporation
Wise Wealth Partners
Regal Investment Advisors LLC
Dynamic Advisor Solutions LLC
Lpwm Llc
Boston Private Wealth Llc
State of Wyoming
LPL Financial LLC
Promus Capital, LLC
Montag A & Associates Inc
Fonville Wealth Management LLC
Litman Gregory Asset Management LLC
RMB Capital Management, LLC
MN Wealth Advisors, LLC
Advisor Group Holdings, Inc.
iA Global Asset Management Inc.
Aspiriant, Llc
3EDGE Asset Management, LP
Leuthold Group, Llc
Family Firm, Inc.
Legacy Capital Wealth Partners, LLC
Canvas Wealth Advisors, LLC
Thrivent Financial For Lutherans
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
Inscription Capital, LLC
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
Tilson Financial Group, Inc.
Lake Hills Wealth Management, LLC
Cary Street Partners Financial Llc
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I
ESL Trust Services, LLC
Sheridan Capital Management, LLC
Townsend Asset Management Corp /nc/ /adv
Mcdonald Partners Llc
Bedell Frazier Investment Counseling, LLC
Atria Investments Llc
Mpwm Advisory Solutions, Llc
HTG Investment Advisors, Inc.
Register Financial Advisors LLC
RWM Asset Management, LLC
EWG Elevate Inc.
Life Planning Partners, Inc
Pine Haven Investment Counsel, Inc
Thompson Siegel & Walmsley Llc
Fortis Group Advisors, LLC
Vested Financial Planning, LLC
New England Asset Management Inc
Connecticut Wealth Management, LLC
Aletheian Wealth Advisors LLC
GPS Wealth Strategies Group, LLC
Bluestem Financial Advisors, Llc
Nomura Asset Management Co Ltd
Venture Visionary Partners LLC
Proficio Capital Partners LLC
Sharp Financial Services, LLC
Captrust Financial Advisors
TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
Retirement Capital Strategies
Bangor Savings Bank
Pacific Capital Wealth Advisors, Inc
Potomac Fund Management Inc /adv
Americana Partners, LLC
Optivise Advisory Services LLC
Banque Cantonale Vaudoise
Mutual Advisors, LLC
WFA of San Diego, LLC
WASHINGTON TRUST Co
Graves-Light Private Wealth Management, Inc.
Quest 10 Wealth Builders, Inc.
Wilshire Associates Inc
Balentine LLC
Arbor Trust Wealth Advisors, Llc
Allianz Asset Management GmbH
Forefront Analytics, LLC
Moneda S.A. Administradora General de Fondos
Kings Path Partners LLC
Joel Isaacson & Co., LLC
Catalyst Private Wealth, Llc
Tidemark, LLC
Schechter Investment Advisors, LLC
Bokf, Na
First Interstate Bank
Intrepid Capital Management Inc
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
Quadcap Wealth Management, LLC
Bank of New York Mellon Corp
Sterling Investment Advisors Llc /adv
Davidson Trust Co
Aptus Capital Advisors, LLC
Juniper Hill Capital Management, LP
Gen-Wealth Partners Inc
Quotient Wealth Partners, LLC
Ballast Advisors Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Retirement Systems of Alabama
Montecito Bank & Trust
Nordwand Advisors, LLC
TCP Asset Management, LLC
Northwestern Mutual Investment Management Company, Llc
Howland Capital Management Llc
Oppenheimer & Co Inc
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I
CJM Wealth Advisers, Ltd.
Stonegate Investment Group, LLC
Compton Financial Group, LLC
Cascade Financial Partners, LLC
Stephens Inc /ar/
Wetzel Investment Advisors, Inc.
National Bank Of Canada /fi/
Shepherd Financial Partners LLC
Pennington Partners & Co., Llc
Balboa Wealth Partners
Lowe Wealth Advisors, LLC
Pine Ridge Advisers LLC
TruNorth Capital Management, LLC
Scotia Capital Inc.
Hurley Capital, LLC
Mercer Global Advisors Inc /adv
PFG Investments, LLC
Clarity Asset Management, Inc.
CPR Investments Inc.
Beacon Pointe Advisors, LLC
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Radnor Capital Management, LLC
Full Sail Capital, LLC
Hirtle Callaghan & Co LLC
Vantage Financial Partners, LLC
Droms Strauss Advisors Inc /mo/ /adv
Envestnet Portfolio Solutions, Inc.
Advocacy Wealth Management Services, LLC
Rede Wealth, LLC
Moment Partners, LLC
Phillips Wealth Planners LLC
Transamerica Financial Advisors, Inc.
Rocky Mountain Advisers, Llc
Alpha Cubed Investments, LLC
Harel Insurance Investments & Financial Services Ltd.
Roundview Capital LLC
Mechanics Bank Trust Department
Sumitomo Mitsui Financial Group, Inc.
Money Concepts Capital Corp
Flagship Harbor Advisors, Llc
Creative Planning
Angeles Wealth Management, Llc
Worth Asset Management, LLC
Sequoia Financial Advisors, LLC
Northstar Group, Inc.
AE Wealth Management LLC
Principal Financial Group Inc
Palumbo Wealth Management LLC
Garden State Investment Advisory Services LLC
Baird Financial Group, Inc.
Ignite Planners, LLC
Chancellor Financial Group WB LP
Aquire Wealth Advisors, LLC
Sandy Cove Advisors, LLC
Peddock Capital Advisors, Llc
Pointe Capital Management LLC
Apollon Wealth Management, LLC
Glassy Mountain Advisors, Inc.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Archvest Wealth Advisors, Inc.
LifeGoal Wealth Advisors
C M Bidwell & Associates Ltd
Whittier Trust Co
Hartland & Co., LLC
Pineridge Advisors LLC
Centennial Bank/AR/
Silverlake Wealth Management Llc
Strategent Financial, LLC
Koshinski Asset Management, Inc.
LRI Investments, LLC
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
Retirement Planning Group
Buckingham Strategic Partners
Ameriflex Group, Inc.
Sprott Inc.
AlphaStar Capital Management, LLC
New England Private Wealth Advisors LLC
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
Fountainhead AM, LLC
Ntv Asset Management Llc
Verus Wealth Management, Llc
Watts Gwilliam & Co., LLC
Asset Allocation Strategies LLC
Kohmann Bosshard Financial Services, LLC
Fund Evaluation Group, LLC
Ledyard National Bank
Tactive Advisors, LLC
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
Hanover Advisors Inc
Elm Partners Management LLC
Verus Capital Partners, Llc
Janney Montgomery Scott LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
We Are One Seven, LLC
Sandbox Financial Partners, LLC
Heritage Wealth Advisors
Diversified Portfolios, Inc.
Twele Capital Management, Inc.
Acorn Wealth Advisors, LLC
Tritonpoint Wealth, Llc
Cooksen Wealth, LLC
Fermata Advisors, LLC
Epiq Partners, Llc
Spreng Capital Management, Inc.
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Toews Corp /adv
Hardin Capital Partners, LLC
Hippocratic Financial Advisors, LLC
Continuum Advisory, LLC
Prudential Financial Inc
Fiduciary Group LLC
Capstone Financial Advisors, Inc.
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
FORM Wealth Advisors, LLC
Kelly Financial Group Llc
Empower Advisory Group, LLC
Towercrest Capital Management
Umb Bank N A/mo
Main Street Financial Solutions, LLC
First National Bank Of Omaha
Capital Asset Advisory Services LLC
Orion Portfolio Solutions, LLC
Melfa Wealth Management, Llc
Tenret Co LLC
Common Fund For Nonprofit Organizations
Ariadne Wealth Management, LP
Retirement Wealth Solutions LLC
Parkworth Wealth Management, Inc.
New Republic Capital, LLC
Gryphon Financial Partners LLC
Wingate Wealth Advisors, Inc.
Semmax Financial Advisors Inc.
Innova Wealth Partners
Petix & Botte Co
Associated Banc-corp
Elevatus Welath Management
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
Conway Capital Management, Inc.
Financial Services Advisory Inc
TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
Founders Capital Management
FOCUS Wealth Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Beaird Harris Wealth Management, LLC
Plimoth Trust Co Llc
Stephens Consulting, LLC
IMG Wealth Management, Inc.
CNB Bank
IMA Wealth, Inc.
Mariner, LLC
Caldwell Securities, Inc
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
Deutsche Bank Ag\
Kestra Advisory Services, LLC
Financial & Tax Architects, LLC
Riverview Trust Co
JNBA Financial Advisors
TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
Invesco Ltd.
Wolverine Trading, Llc
Heritage Wealth Partners, LLC
Mitsubishi UFJ Trust & Banking Corp
WNY Asset Management, LLC
Susquehanna International Group, Llp
Comerica Bank
One Capital Management, LLC
Durante & Waters, Llc
Wealth Enhancement Advisory Services, Llc
Axis Wealth Partners, LLC
AGIH - iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
First Citizens Bank & Trust Co
Smith Shellnut Wilson Llc /adv
Marcum Wealth, LLC
Owen LaRue, LLC
Edgestream Partners, L.P.
Farmers National Bank
O'shaughnessy Asset Management, Llc
Cary Street Partner Investment Advisory Llc
TCI Wealth Advisors, Inc.
Pinnacle Wealth Management Advisory Group, LLC
Thomasville National Bank
MFA Wealth Services
United Bank
Wescott Financial Advisory Group, LLC
Greenleaf Trust
Howard Bailey Securities, Llc
Delta Asset Management Llc/tn
Empirical Asset Management, LLC
Credential Securities Inc.
Baron Silver Stevens Financial Advisors, Llc
Nicolet Advisory Services, Llc
Advisor OS, LLC
Trustmark National Bank Trust Department
P/E Global LLC
Laurel Wealth Advisors LLC
Claro Advisors LLC
Private Advisor Group, LLC
Atlas Legacy Advisors, LLC
GAMMA Investing LLC
North Ridge Wealth Advisors, Inc.
Black Diamond Financial, LLC
Chandler Asset Management, Inc.
Stairway Partners, LLC
Kopp Family Office, LLC
Bear Mountain Capital, Inc.
Cetera Investment Advisers
Vestia Personal Wealth Advisors
Alpha Financial Advisors, LLC
Belpointe Asset Management LLC
Essex Financial Services, Inc.
Farmers & Merchants Trust Co of Chambersburg PA
NorthRock Partners, LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
Traynor Capital Management, Inc.
Hilltop Partners LLC
Citadel Advisors Llc
South Plains Financial, Inc.
Horizons Wealth Management
Capitolis Liquid Global Markets LLC
Partners Wealth Management, Llc
CoreCap Advisors, LLC
Kampmann Melissa S.
Glassman Wealth Services
Foguth Wealth Management, LLC.
Catalyst Capital Advisors LLC
Horan Securities, Inc.
Redwood Park Advisors LLC
Bartlett & Co. Wealth Management Llc
Geneos Wealth Management Inc.
Modern Wealth Management, LLC
Manufacturers Life Insurance Company, The
Leonard Rickey Investment Advisors P.L.L.C.
Legacy Investment Solutions, LLC
Hm Payson & Co
Carter Financial Group, INC.
South Dakota Investment Council
Wells Fargo & Company/mn
Charles Schwab Investment Management Inc
Sandy Spring Bank
American National Bank
Parr Mcknight Wealth Management Group, Llc
Western Asset Management Company, LLC
Passaic Partners LLC
EverSource Wealth Advisors, LLC
Flaharty Asset Management, LLC
Townsquare Capital Llc
Glenview Trust Co
Greykasell Wealth Strategies, Inc.
Bond & Devick Financial Network, Inc.
Snowden Capital Advisors LLC
Ssa Swiss Advisors Ag
BancorpSouth Bank
Dale Q Rice Investment Management Ltd
Freestone Capital Holdings, LLC
Alerus Financial Na
1832 Asset Management L.P.
Pillar Financial Advisors, LLC
United Community Bank
Elios Financial Group Inc.
Inspire Trust Co, N.a.
JCIC Asset Management Inc.
Umpqua Bank
Middleton & Co Inc/ma
Integrated Wealth Concepts LLC
Meadow Creek Wealth Advisors Llc
MorganRosel Wealth Management, LLC
Apexium Financial, Lp
DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
Factory Mutual Insurance Co
Vista Wealth Management Group, LLC
Endeavor Private Wealth, Inc.
RiverFront Investment Group, LLC
Salem Investment Counselors Inc
Archer Investment Corp
My Purposeful Wealth Corp.
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
Precision Wealth Strategies, LLC
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
Continental Investors Services, Inc.
Whittier Trust Co Of Nevada Inc
West Branch Capital LLC
Easterly Investment Partners Llc
Colton Groome Financial Advisors, Llc
Financial Partners Group, Inc
Almanack Investment Partners, LLC.
Lockheed Martin Investment Management Co
Creative Financial Designs Inc /adv
RFP Financial Group LLC
Stock Yards Bank & Trust Co
Brookmont Capital Management
Evensky & Katz LLC
Keel Point, LLC
Cadinha & Co Llc
J. W. Coons Advisors, LLC
Centerpoint Advisors, LLC
Crews Bank & Trust
FourThought Financial Partners, LLC
Motive Wealth Advisors
Blue Oak Capital, LLC
Fullcircle Wealth Llc
First Financial Corp /in/
Vannoy Advisory Group, Inc.
Arete Wealth Advisors, LLC
MML Series Investment Fund II - MML Blend Fund Initial Class
Morton Brown Family Wealth, LLC
Miracle Mile Advisors, LLC
Sentinus, LLC
Stordahl Capital Management, Inc.
Promethium Advisors,llc
Vivaldi Capital Management, LLC
Coastal Investment Advisors, Inc.
Allied Investment Advisors, LLC
Hanson & Doremus Investment Management
Heritage Trust Co
Vermillion Wealth Management, Inc.
Mechanics Financial Corp
Appleton Partners Inc/ma
TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
Atlantic Family Wealth, Llc
DHK Financial Advisors, Inc.
Greenwood Capital Associates Llc
Ascent Group, LLC
Old Port Advisors
Counterweight Ventures, LLC
Fortis Capital Advisors, LLC
Professional Financial Advisors, LLC
Efficient Advisors, LLC
Tradition Wealth Management, LLC
Pure Financial Advisors, Inc.
Summit Financial Strategies, Inc.
Atlantic Trust, LLC
Yukon Wealth Management, Inc.
Willow Creek Wealth Management Inc.
Destiny Capital Corp/CO
Stone House Investment Management, LLC
Valley National Advisers Inc
Stewardship Advisors, LLC
Concurrent Investment Advisors, LLC
Harbor Investment Advisory, Llc
Wolf Group Capital Advisors
Hoey Investments, Inc
Kingsview Wealth Management, LLC
Arrowroot Family Office, LLC
Stifel Financial Corp
U.S. Capital Wealth Advisors, LLC
PKS Advisory Services, LLC
Wealth Management Nebraska
Life Line Wealth Management Llc
Resources Investment Advisors, LLC.
SBI Securities Co., Ltd.
AlphaQ Advisors LLC
Gw Henssler & Associates Ltd
Valley Forge Investment Consultants Inc Adv
TCG Advisory Services, LLC
Pnc Financial Services Group, Inc.
Madison Asset Management, LLC
Sound Income Strategies, LLC
Voya Financial Advisors, Inc.
Coign Capital Advisors LLC
Johnson Financial Group, Inc.
Apollon Financial, LLC
Inman Jager Wealth Management, LLC
Mittelman Wealth Management
Dogwood Wealth Management LLC
Thrive Wealth Management, LLC
NFP Retirement, Inc.
Clune & Associates, Ltd.
Sharper & Granite LLC
Bulltick Wealth Management, LLC
Transcendent Capital Group LLC
Dorsey & Whitney Trust CO LLC
Cobblestone Capital Advisors Llc /ny/
Donaldson Capital Management, Llc
Strategic Investment Solutions, Inc. /IL
McHugh Group, LLC
Private Wealth Asset Management, LLC
Sound Financial Strategies Group, LLC
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
Atria Wealth Solutions, Inc.
Patten & Patten Inc/tn
Forum Private Client Group LLC
N.E.W. Advisory Services LLC
Cresset Asset Management, LLC
Blueprint Financial Advisors LLC
Zrc Wealth Management, Llc
Prudential Plc
Clearwater Capital Advisors, LLC
Uptown Financial Advisors LLC
Semus Wealth Partners LLC
RKL Wealth Management LLC
Kathleen S. Wright Associates Inc.
One Wealth Advisors, LLC
Central Pacific Bank - Trust Division
Riverbend Wealth Management, LLC
AdvisorNet Financial, Inc
Culbertson A N & Co Inc
Independent Advisor Alliance
V2 Financial group LLC
Cwm, Llc
Alesco Advisors Llc
Sincerus Advisory, LLC
Fort Henry Capital, LLC
Magnolia Private Wealth, LLC
Family Investment Center, Inc.
StoneX Group Inc.
Simon Quick Advisors, Llc
Your Advocates Ltd., LLP
Florida Financial Advisors, Llc
Allworth Financial LP
Asset Management Group, Inc.
Renaissance Technologies Llc
BCS Wealth Management
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
Gouws Capital LLC
Taddei, Ludwig & Associates, Inc.
Prosperity Planning, Inc.
Nilsine Partners, LLC
Mainsail Financial Group, LLC
WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
Meridian Wealth Management, LLC
Ark & Tlk Investments, Llc
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
VAUGHAN & Co SECURITIES, INC.
Archford Capital Strategies, LLC
Chilton Capital Management Llc
TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
Hollencrest Capital Management
Defined Wealth Management, Llc
Rinkey Investments
Rational Advisors Llc
Amtrust Financial Services, Inc.
Lanham O'Dell & Company, Inc.
Covestor Ltd
Sofos Investments, Inc.
Slow Capital, Inc.
Lodestar Private Asset Management Llc
Lazari Capital Management, Inc.
Miller Financial Services LLC
Fortitude Family Office, LLC
Strategic Wealth Designers
Modus Advisors, LLC
Beacon Bridge Wealth Partners, LLC
Parkside Advisors LLC
International Private Wealth Advisors LLC
American Financial Advisors, LLC
Bank of New Hampshire
Colony Group, LLC
Souders Financial Advisors
Regimen Wealth, Llc
SCS Capital Management LLC
Tanager Wealth Management LLP
Prairiewood Capital, LLC
Harwood Advisory Group, LLC
Fiera Capital Corp
Strategies Wealth Advisors, LLC
Blue Fin Capital, Inc.
Bigelow Investment Advisors, LLC
Keybank National Association/oh
Sierra Capital LLC
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service
Woodmont Investment Counsel Llc
Tiaa Trust, National Association
Wolff Wiese Magana Llc
Acorns Advisers, LLC
WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
Plum Street Advisors, LLC
Acropolis Investment Management, LLC
LVZ Advisors, Inc.
Bakala Capital Management LLC
Motco
Wetherby Asset Management Inc
Sharkey, Howes & Javer
Capital Management Associates, Inc
Vestmark Advisory Solutions, Inc.
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I
Lion Street Advisors, LLC
Eley Financial Management, Inc
Noesis Capital Mangement Corp
Plante Moran Financial Advisors, LLC
Segment Wealth Management, LLC
TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
Barrett & Company, Inc.
Iowa State Bank
Dixon Mitchell Investment Counsel Inc.
Hills Bank & Trust Co
Weil Company, Inc.
City Holding Co
Rebalance, Llc
TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
Guardian Wealth Advisors, Llc / Nc
RBA Wealth Management, LLC
Smith, Moore & Co.
Richard Bernstein Advisors LLC
Beirne Wealth Consulting Services, LLC
Pinnacle Wealth Planning Services, Inc.
Cerity Partners LLC
Wesbanco Bank Inc
Wells Financial Advisors INC
Iron Horse Wealth Management, LLC
CBM Financial, LLC
Valeo Financial Advisors, LLC
Attessa Capital LLC
J.Safra Asset Management Corp
Heritage Wealth Management, Inc.
Enterprise Bank & Trust Co
LGT Financial Advisors LLC
Waldron Private Wealth LLC
Murphy & Mullick Capital Management Corp
Smallwood Wealth Investment Management, LLC
Mount Yale Investment Advisors, LLC
Power Wealth Management Llc
Affinity Investment Advisors, Llc
Quaker Wealth Management, LLC
New Capital Management LP
Flagship Wealth Advisors, Llc
Boomfish Wealth Group, LLC
Front Row Advisors LLC
Equitable Holdings, Inc.
Soltis Investment Advisors LLC
Bessemer Group Inc
Graypoint LLC
Winthrop Capital Management, LLC
GPINX - GPS Funds II - GuidePath(R) Income Fund
Northstar Advisory Group, LLC
Kraft, Davis & Associates, LLC
Providence Capital Advisors, LLC
MSH Capital Advisors LLC
Assetmark, Inc
Hickory Point Bank & Trust
Cliftonlarsonallen Wealth Advisors, Llc
RSBY - Tidal Trust II - Return Stacked(R) Bonds & Futures Yield ETF
Granite FO LLC
Blueprint Investment Partners LLC
Missouri Trust & Investment Co
AGRH - iShares U.S. ETF Trust - iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Colonial Trust Advisors
Trajan Wealth LLC
TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
Oakworth Capital, Inc.
Private Trust Co Na
Zhang Financial LLC
NewSquare Capital LLC
Goldman Sachs Group Inc
Riggs Asset Managment Co. Inc.
Accurate Wealth Management, LLC
Ameraudi Asset Management, Inc.
Wealthgarden F.s. Llc
B.O.S.S. Retirement Advisors, LLC
Garrett Wealth Advisory Group, LLC
Sage Mountain Advisors LLC
Trust Co
Guardian Partners Inc.
Mascoma Wealth Management LLC
Ritholtz Wealth Management
Prosperity Consulting Group, LLC
M1 Capital Management LLC
Vermillion & White Wealth Management Group, LLC
Stelac Advisory Services LLC
Bfsg, Llc
Compagnie Lombard Odier SCmA
Keystone Financial Group
Accredited Investors Inc.
Oak Harbor Wealth Partners, Llc
Amarillo National Bank
Taylor, Cottrill, Erickson & Associates, Inc.
Capital Performance Advisors Llp
Global Retirement Partners, LLC
Fiduciary Alliance LLC
Accredited Wealth Management, LLC
Fifth Third Bancorp
Bouchey Financial Group Ltd
Twin Focus Capital Partners, Llc
Summit X, LLC
Vernal Point Advisors, LLC
Stratos Wealth Advisors, LLC
HighTower Advisors, LLC
Legacy Financial Strategies, LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
Absolute Capital Management, LLC
Seascape Capital Management
Old Point Trust & Financial Services N A
Madison Wealth Partners, Inc
Fidelity D & D Bancorp Inc
Perfromance Wealth Partners, LLC
Mosaic Advisors LLC
Hobbs Group Advisors, LLC
Northwest Capital Management Inc
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
Measured Wealth Private Client Group, LLC
Act Wealth Management, Llc
Cosner Financial Group, LLC
Consolidated Portfolio Review Corp
LMG Wealth Partners, LLC
McAdam, LLC
Net Worth Advisory Group
Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
Kickstand Ventures, Llc.
Cornerstone Management, Inc.
Zions Bancorporation, National Association /ut/
Mkd Wealth Coaches, Llc
Gotham Asset Management, LLC
Envestnet Asset Management Inc
Us Bancorp \de\
Tandem Wealth Advisors LLC
Koss-Olinger Consulting, LLC
Tradewinds Capital Management, LLC
Cypress Wealth Services, LLC
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
Atlas Private Wealth Advisors
Keebeck Wealth Management, LLC
Biltmore Family Office, LLC
Security Financial Services, INC.
Drucker Wealth 3.0, LLC
LongView Wealth Management
Price T Rowe Associates Inc /md/
SilverOak Wealth Management LLC
Marquette Associates, Inc.
Coldstream Capital Management Inc
Ullmann Financial Group, Inc.
Concorde Asset Management, LLC
Brandywine Oak Private Wealth Llc
SRS Capital Advisors, Inc.
City State Bank
Adviser Investments LLC
Old Second National Bank Of Aurora
W Advisors, Llc
BG Investment Services, Inc.
Level Financial Advisors, Inc.
Ascent Wealth Partners, LLC
Golden Bell Financial Planning LLC
EP Wealth Advisors, Inc.
Tempus Wealth Planning, LLC
Harvest Investment Services, LLC
Perennial Investment Advisors, LLC
Northern Trust Corp
Premier Path Wealth Partners, LLC
Acima Private Wealth, Llc
Latitude Advisors, LLC
MJT & Associates Financial Advisory Group, Inc.
25 Llc
Pitcairn Co
Nbc Securities, Inc.
Boltwood Capital Management
Fairview Capital Investment Management, Llc
Joseph P. Lucia & Associates, LLC
Texas Capital Bank Wealth Management Services Inc
Brady Family Wealth, Llc
Green Square Capital Advisors Llc
PUREfi Wealth, LLC
Tiemann Investment Advisors, Llc
Ieq Capital, Llc
Vantagepoint Investment Advisers Llc
Y.D. More Investments Ltd
Bernardo Wealth Planning LLC
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
OCIO - ETF Series Solutions - ClearShares OCIO ETF
Garrison Point Advisors, Llc
Sowell Financial Services LLC
MAI Capital Management
North Star Investment Management Corp.
Founders Financial Securities Llc
WPG Advisers, LLC
Wealthcare Capital Management Llc
Austin Wealth Management, LLC
Diversify Advisory Services, LLC
Good Life Advisors, LLC
Midwest Professional Planners, LTD.
Beacon Wealthcare LLC
Pandora Wealth, Inc.
Syverson Strege & Co
Courage Miller Partners, LLC
Webster Bank, N. A.
Alteri Wealth LLC
Wealth Dimensions Group, Ltd.
Cahaba Wealth Management, Inc.
Nyl Investors Llc
Hantz Financial Services, Inc.
Lowe Brockenbrough & Co Inc
Nisa Investment Advisors, Llc
GSB Wealth Management, LLC
Total Investment Management Inc
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
Ausdal Financial Partners, Inc.
Hillcrest Wealth Advisors - NY, LLC
Spire Wealth Management
Hazlett, Burt & Watson, Inc.
Boyd Watterson Asset Management Llc/oh
Fairway Wealth LLC
Wayfinding Financial, LLC
Transce3nd, LLC
Cibc World Markets Corp
Cheviot Value Management, LLC
Bank Of Montreal /can/
Dow Chemical Co /de/
Omega Financial Group, LLC
Cape Investment Advisory, Inc.
Fi3 FINANCIAL ADVISORS, LLC
Brown, Lisle/cummings, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II
XML Financial, LLC
Bowman & Co S.C.
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
F/M Investments LLC
Regions Financial Corp
Truefg, Llc
Frazier Financial Advisors, LLC
Roger Wittlin Investment Advisory, LLC
WealthTrust Asset Management, LLC
Rhumbline Advisers
Ethos Financial Group, LLC
Abel Hall, LLC
Armstrong Advisory Group, Inc
Paladin Advisory Group, LLC
Diversified Trust Co
Moloney Securities Asset Management, LLC
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I
King Luther Capital Management Corp
Dover Advisors, Llc
Evermay Wealth Management Llc
CI Private Wealth, LLC
Triad Wealth Partners, LLC
Voisard Asset Management Group, Inc.
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
Postrock Partners Llc
Focus Financial Network, Inc.
Titleist Asset Management, Llc
Sachetta, LLC
Financial Strategies Group, Inc.
Sagespring Wealth Partners, Llc
Bristlecone Advisors, LLC
Williams Jones Wealth Management, LLC.
Bank OZK
Tsfg, Llc
Blue Barn Wealth, LLC
Affinity Capital Advisors, LLC
Stephenson & Company, Inc.
Goelzer Investment Management, Inc.
Everett Harris & Co /ca/
Stockman Wealth Management, Inc.
Global Endowment Management, LP
Hallmark Capital Management Inc
Running Point Capital Advisors, LLC
Benjamin Edwards Inc
Badgley Phelps Wealth Managers, LLC
Oxinas Partners Wealth Management LLC
Somnio Financial Group, LLC
Scott Capital Advisors, LLC
Agf Management Ltd
Forefront Wealth Partners, LLC
Gladstone Institutional Advisory LLC
CIBC Private Wealth Group, LLC
Insight Wealth Partners, LLC
Central Bank & Trust Co
Annis Gardner Whiting Capital Advisors, LLC
Cottage Street Advisors LLC
Atwater Malick LLC
Pacifica Partners Inc.
First National Trust Co
Nwam Llc
Td Private Client Wealth Llc
Millstone Evans Group, LLC
Sunflower Bank, N.A.
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
Alps Advisors Inc
Minichmacgregor Wealth Management, Llc
Hilltop National Bank
Bourgeon Capital Management Llc
Johns Hopkins University
Coastline Trust Co
Synergy Financial Management, LLC
Rothschild Investment Llc
Argent Trust Co
Crestwood Advisors Group LLC
WealthCollab, LLC
Annex Advisory Services, LLC
Bremer Bank National Association
Golden State Equity Partners
Revolve Wealth Partners, LLC
Icon Wealth Advisors, LLC
Sheets Smith Wealth Management
Ridgewood Investments LLC
AGGH - Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I
Sequent Planning LLC
TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
Tidal Trust II - Tactical Advantage ETF
Arvest Investments, Inc.
Park Place Capital Corp
Howe & Rusling Inc
PAX Financial Group, LLC
Garrett Investment Advisors LLC
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
Gallagher Fiduciary Advisors, LLC
Evercore Wealth Management, LLC
Noble Wealth Management PBC
Financial Designs Corp
Fort Sheridan Advisors Llc
Qube Research & Technologies Ltd
Strategic Blueprint, LLC
Tortoise Investment Management, LLC
Victory Financial Group, Llc
May Hill Capital, LLC
Swp Financial Llc
Liquid Strategies, LLC
Peapack Gladstone Financial Corp
Oarsman Capital, Inc.
MONECO Advisors, LLC
Jackson Hole Capital Partners, LLC
MRP Capital Investments, LLC
Edmond De Rothschild Holding S.a.
Ballast, Inc.
Savant Capital, LLC
Astoria Strategic Wealth, Inc.
Anchor Capital Advisors Llc
Joel Adams & Associates, Inc.
DiNuzzo Private Wealth, Inc.
Summit Asset Management, LLC
Napatree Capital Llc
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
Navigation Wealth Management, Inc.
Avion Wealth
Texas Yale Capital Corp.
Rehmann Capital Advisory Group
North Berkeley Wealth Management, LLC
Compass Ion Advisors, LLC
WealthNavi Inc.
Arkadios Wealth Advisors
Lutz Financial Services LLC
Heritage Family Offices, LLP
CIBC World Markets Inc.
Compass Financial Services Inc
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Red Tortoise LLC
Rsm Us Wealth Management Llc
IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
Glass Jacobson Investment Advisors llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
Orrstown Financial Services Inc
Family Wealth Partners, Llc
October Effect Ltd
Kanawha Capital Management Llc
Quattro Financial Advisors Llc
Ballentine Partners, LLC
Talon Private Wealth, LLC
Sand Hill Global Advisors, LLC
Ameritas Investment Partners, Inc.
HFG Wealth Management, LLC
Engineers Gate Manager LP
Strathmore Capital Advisors, Inc.
Main Management LLC
Trust Co Of Vermont
Parallax Volatility Advisers, L.P.
Investment Advisory Group, LLC
Versant Capital Management, Inc
McGlone Suttner Wealth Management, Inc.
Stonebridge Capital Advisors LLC
Diversified Enterprises, LLC
Patten Group, Inc.
Carbahal Olsen Financial Services Group, LLC
Fiduciary Financial Group, Llc
Evergreen Capital Management Llc
Strategic Financial Concepts, LLC
Waterloo Capital, L.P.
GFS Advisors, LLC
Schneider Downs Wealth Management Advisors, LP
Winch Advisory Services, LLC
Prestige Wealth Management Group LLC
Perigon Wealth Management, LLC
RHS Financial, LLC
ABLE Financial Group, LLC
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
Potentia Wealth
Franklin Resources Inc
United Services Automobile Association
Partners in Financial Planning
M&t Bank Corp
O'Brien Wealth Partners LLC
Single Point Partners, LLC
Brave Asset Management Inc
Citigroup Inc
SILVER OAK SECURITIES, Inc
MidAtlantic Capital Management, Inc.
Freestate Advisors LLC
Boston Research & Management Inc
D L Carlson Investment Group Inc
Canopy Partners, LLC
Bennett Associates Wealth Management
TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
Towneley Capital Management, Inc / DE
Glen Eagle Advisors, LLC
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
Midwest Trust Co
Sonata Capital Group Inc
Legacy Private Trust Co.
Alpha Financial Partners, LLC
Farmers & Merchants Trust Co of Long Beach
Commerce Bank
Roble, Belko & Company, Inc
Fragasso Group Inc.
Simmons Bank
BNP Paribas Asset Management Holding S.A.
Rakuten Securities, Inc.
Lineweaver Wealth Advisors, LLC
Daner Wealth Management, LLC
WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
Columbus Macro, LLC
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
Wealthedge Investment Advisors, Llc
Ohio National Investments, Inc.
Discipline Wealth Solutions, LLC
Ames National Corp
Fagan Associates, Inc.
Pines Wealth Management, LLC
James J. Burns & Company, LLC
Buck Wealth Strategies, LLC
C2C Wealth Management, LLC
Brasada Capital Management, Lp
Brass Tax Wealth Management, Inc
BWM Planning, LLC
Edge Financial Advisors LLC
CFS Investment Advisory Services, LLC
Summit Trail Advisors, Llc
Arbor Investment Advisors, LLC
Marquette Asset Management, LLC
Falcon Wealth Planning
Wood Tarver Financial Group, LLC
First Washington CORP
Rockefeller Capital Management L.P.
Boreal Capital Management LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
Legacy Bridge, LLC
Farrow Financial Inc.
SGPGX - RBB FUND, INC. - SGI Prudent Growth Fund Class I Shares
MPS Loria Financial Planners, LLC
Midwestern Financial, LLC /IA
Simplicity Wealth,LLC
Pflug Koory, LLC
Alliance Wealth Advisors, LLC /UT
UMA Financial Services, Inc.
Fortitude Advisory Group L.L.C.
Sterling Capital Management LLC
Abound Financial, Llc
ELM - Series Portfolios Trust - Elm Market Navigator ETF
Clear Investment Research, Llc
All Terrain Financial Advisors, LLC
Lionsbridge Wealth Management LLC
Smith Anglin Financial, LLC
Jaffetilchin Investment Partners, LLC
Vista Investment Partners Ii, Llc
LPF Advisors LLC
Betterment LLC
Jordan Park Group LLC
VestGen Advisors, LLC
Visionary Wealth Advisors
Patron Partners Advisors, Llc
Ancora Advisors, LLC
Barnes Dennig Private Wealth Management LLC
NewEdge Wealth, LLC
Congress Wealth Management LLC / DE /
Exchange Capital Management, Inc.
JMG Financial Group, Ltd.
Canton Hathaway, LLC
Capital A Wealth Management, LLC
Mv Capital Management, Inc.
Cornerstone Wealth Management, LLC
Disciplina Capital Management LLC
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
Vigilare Wealth Management
W.G. Shaheen & Associates DBA Whitney & Co
Morris Financial Concepts, Inc.
Syon Capital Llc
TPG Advisors LLC
HighMark Wealth Management LLC
Maseco Llp
U S Wealth Group, Llc.
Jones Financial Companies Lllp
Capital Investment Counsel, Inc
Hrc Wealth Management, Llc
Janus Henderson Group Plc
Kilter Group LLC
Eldridge Investment Advisors, Inc.
DT Investment Partners, LLC
TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
Caliber Wealth Management, LLC / KS
Mountain Hill Investment Partners Corp.
Grant/GrossMendelsohn, LLC
Westshore Wealth, LLC
Evergreen Advisors, LLC
Sovereign Investment Advisors, LLC
Duncker Streett & Co Inc
Genesee Capital Advisors, LLC
Twin Peaks Wealth Advisors, LLC
Schroder Investment Management Group
Holistic Planning, LLC
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
Gwn Securities Inc.
Westfuller Advisors, LLC
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1
Avantax Planning Partners, Inc.
Brookstone Capital Management
Carrera Capital Advisors
Quartz Partners, LLC
Founders Grove Wealth Partners, Llc
Chaney Capital Management, Inc.
Ironwood Wealth Management, LLC.
DiMeo Schneider & Associates, L.L.C.
Wade Financial Advisory, Inc
United Asset Strategies, Inc.
Naples Global Advisors, Llc
Tillman Hartley LLC
Fort Washington Investment Advisors Inc /oh/
Lee Financial Co
Octavia Wealth Advisors, LLC
Country Club Bank /gfn
Total Clarity Wealth Management, Inc.
Waycross Partners, Llc
American Trust
Hayek Kallen Investment Management
Avondale Wealth Management
Bright Futures Wealth Management, LLC.
Brookwood Investment Group LLC
Ehrlich Financial Group
Summit Wealth Group Llc / Co
Kovitz Investment Group Partners, LLC
Endowment Wealth Management, Inc.
Advanced Series Trust - Ast Advanced Strategies Portfolio
Advyzon Investment Management, LLC
Cedar Mountain Advisors, LLC
Great Valley Advisor Group, Inc.
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
Wiley Bros.-aintree Capital, Llc
First Horizon Advisors, Inc.
Matrix Private Capital Group Llc
HFM Investment Advisors, LLC
Berger Financial Group, Inc
Arcadia Wealth Management, LLC
Northwestern Mutual Wealth Management Co
First National Corp /ma/ /adv
Avantax Advisory Services, Inc.
Foundation Wealth Management, LLC\PA
Smith & Howard Wealth Management, LLC
SigFig Wealth Management, LLC
GenTrust, LLC
Clearview Wealth Advisors LLC
Virtue Capital Management, LLC
Cultivar Capital, Inc.
Planned Solutions, Inc.
Grimes & Company, Inc.
Blue Chip Partners, Inc.
DB Fitzpatrick & Co, Inc
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
Alliance Wealth Management Group
Loomis Sayles & Co L P
Waterway Wealth Management, LLC
Westmount Partners, LLC
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
Bank Of Hawaii
Greenup Street Wealth Management Llc
Avidian Wealth Solutions, LLC
Prospera Financial Services Inc
Firestone Capital Management
Huntington National Bank
Romano Brothers And Company
Christensen, King & Associates Investment Services, Inc.
BCJ Capital Management, LLC
Aprio Wealth Management, LLC
First Citizens Asset Management, Inc.
BlackRock, Inc.
ISOLX - Voya Separate Portfolios Trust - Voya Target In-Retirement Fund Class I
Presidio Capital Management, LLC
Lazard Asset Management Llc
Koesten, Hirschmann & Crabtree, INC.
HHM Wealth Advisors, LLC
Alhambra Investment Partners LLC
Princeton Global Asset Management LLC
Carmel Capital Partners, LLC
Banque Pictet & Cie Sa
Private Client Services, Llc
Manuka Financial, LLC
Global View Capital Management LLC
Abound Wealth Management
Silver Oak Advisory Group, Inc.
Fortress Wealth Group, LLC
Hsbc Holdings Plc
Raab & Moskowitz Asset Management LLC
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
Investure, LLC
Steel Peak Wealth Management LLC
TUIFX - Northern Lights Fund Trust - Toews Unconstrained Income Fund
4wealth Advisors, Inc.
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
Triumph Capital Management
Truist Financial Corp
Anchor Investment Management, LLC
Country Trust Bank
BKD Wealth Advisors, LLC
Eagle Strategies LLC
FC Advisory LLC
Clare Market Investments LLC
Investors Research Corp
one8zero8, LLC
Planwiser Financial, Llc
Signaturefd, Llc
Wagner Wealth Management, Llc
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF
Bravias Capital Group, LLC
Snider Financial Group
Adaptive Financial Consulting, LLC
Lake Street Financial Llc
Core Wealth Partners LLC
Alliancebernstein L.p.
Note Advisors, LLC
Delos Wealth Advisors, LLC
Chapin Davis, Inc.
Colonial Trust Co / SC
Palisade Asset Management, LLC
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
HB Wealth Management, LLC
First Community Trust Na
Per Stirling Capital Management, LLC.
Leavell Investment Management, Inc.
Corepath Wealth Partners Llc
Silver Coast Investments LLC
Bnc Wealth Management, Llc
BRYN MAWR TRUST Co
TD Capital Management LLC
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