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BlackRock, Inc.
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Onyx Bridge Wealth Group LLC
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Tritonpoint Wealth, Llc
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Van Hulzen Asset Management, LLC
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Westside Investment Management, Inc.
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MBE Wealth Management, LLC
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Francis Financial, Inc.
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Kovitz Investment Group Partners, LLC
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Whittier Trust Co Of Nevada Inc
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Merit Financial Group, LLC
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Beacon Financial Advisory LLC
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Callan Capital, LLC
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Russell Investments Group, Ltd.
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Maia Wealth LLC
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Copley Financial Group, Inc.
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Wealthcare Advisory Partners LLC
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DHJJ Financial Advisors, Ltd.
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Matrix Private Capital Group Llc
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Beacon Pointe Advisors, LLC
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Rede Wealth, LLC
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Trust Co Of Vermont
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Romano Brothers And Company
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Coordinated Financial Services, Inc.
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Bartlett & Co. Wealth Management Llc
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KFA Private Wealth Group, LLC
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Flagship Harbor Advisors, Llc
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Continuum Advisory, LLC
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Zevin Asset Management Llc
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Cornerstone Wealth Management, LLC
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Gradient Investments LLC
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Emerald Investment Partners, Llc
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McClarren Financial Advisors, Inc.
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Hm Payson & Co
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National Bank Of Canada /fi/
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Altfest L J & Co Inc
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O'shaughnessy Asset Management, Llc
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Walkner Condon Financial Advisors LLC
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4Thought Financial Group Inc.
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Argent Trust Co
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Ancora Advisors, LLC
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Ameritas Advisory Services, LLC
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Golden State Wealth Management, LLC
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Lindbrook Capital, Llc
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Advisor Group Holdings, Inc.
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Rise Advisors, LLC
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Harfst & Associates, Inc.
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Hantz Financial Services, Inc.
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Vicus Capital
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Clear Harbor Asset Management, LLC
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Skopos Labs, Inc.
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MEMBERS Trust Co
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Cwm, Llc
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Cambridge Investment Research Advisors, Inc.
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Ulland Investment Advisors, LLC
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Hills Bank & Trust Co
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Figure 8 Investment Strategies Llc
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Heritage Wealth Advisors
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Glenmede Investment Management, LP
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Pitcairn Co
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Focus Financial Network, Inc.
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Frisch Financial Group, Inc.
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SOA Wealth Advisors, LLC.
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Aptus Capital Advisors, LLC
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Erste Asset Management GmbH
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Adirondack Trust Co
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EP Wealth Advisors, Inc.
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Roof Eidam & Maycock/adv
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BigSur Wealth Management LLC
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Aspiriant, Llc
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Larson Financial Group LLC
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NorthRock Partners, LLC
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Stratos Wealth Partners, LTD.
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Wealthfront Advisers Llc
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Grant/GrossMendelsohn, LLC
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Ameriprise Financial Inc
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Citigroup Inc
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Impact Investors, Inc
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Capital Advantage, Inc.
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Harbor Asset Planning, Inc.
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Parkside Financial Bank & Trust
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Affinity Wealth Management Llc
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Guardian Wealth Advisors, Llc / Nc
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Ballast Advisors Llc
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Mascoma Wealth Management LLC
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Carret Asset Management, Llc
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Wealth Management Partners, LLC
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Well Done, LLC
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Long Run Wealth Advisors, LLC
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First Trust Advisors Lp
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Buttonwood Financial Group, LLC
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Coldstream Capital Management Inc
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Great Valley Advisor Group, Inc.
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Royal Bank Of Canada
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Thrivent Financial For Lutherans
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Fielder Capital Group LLC
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HB Wealth Management, LLC
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Apollon Wealth Management, LLC
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Elios Financial Group Inc.
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Trillium Asset Management, Llc
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Kingswood Wealth Advisors, Llc
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Jones Financial Companies Lllp
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Integrated Wealth Concepts LLC
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Credential Qtrade Securities Inc.
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SageView Advisory Group, LLC
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Betterment LLC
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Mission Creek Capital Partners, Inc.
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Insight Wealth Strategies, LLC
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Darden Wealth Group Inc
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Topel & Distasi Wealth Management, LLC
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Gateway Wealth Partners, LLC
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Buffington Mohr McNeal
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Verus Capital Partners, Llc
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One Wealth Capital Management, Llc
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Trilogy Capital Inc.
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Whittier Trust Co
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Financial Insights, Inc.
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Advisory Services Network, LLC
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Financial Services Advisory Inc
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Tortoise Investment Management, LLC
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Zrc Wealth Management, Llc
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Main Street Group, LTD
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|
|
Mayflower Financial Advisors, LLC
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|
Ridgecrest Wealth Partners, Llc
|
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Evermay Wealth Management Llc
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Johnson Investment Counsel Inc
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Ausdal Financial Partners, Inc.
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Adviser Investments LLC
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Bridgewater Advisors Inc.
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Captrust Financial Advisors
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Creative Planning
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Sage Financial Group Inc
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My Legacy Advisors, LLC
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UMA Financial Services, Inc.
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|
Hilltop Wealth Advisors, Llc
|
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Old Port Advisors
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|
|
Huntington National Bank
|
|
|
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|
|
Susquehanna International Group, Llp
|
|
|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
Smith & Howard Wealth Management, LLC
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CVA Family Office, LLC
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Concord Asset Management, LLC/VA
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Envestnet Asset Management Inc
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|
Kathmere Capital Management, LLC
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Modern Wealth Management, LLC
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W.H. Cornerstone Investments Inc.
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Bbr Partners, Llc
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Diversify Advisory Services, LLC
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GPS Wealth Strategies Group, LLC
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Mather Group, Llc.
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Tempus Wealth Planning, LLC
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JSF Financial, LLC
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Burns J W & Co Inc/ny
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SRS Capital Advisors, Inc.
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|
Buckingham Strategic Partners
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Marshall Wace, Llp
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|
|
Wedbush Securities Inc
|
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
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|
Citizens Financial Group Inc/ri
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Great Diamond Partners, LLC
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Eley Financial Management, Inc
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Blume Capital Management, Inc.
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Oregon Pacific Wealth Management, LLC
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Childress Capital Advisors, Llc
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Prism Advisors, Inc.
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|
Fifth Third Bancorp
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Wilson & Boucher Capital Management, LLC
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|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
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|
|
MA Private Wealth
|
|
|
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|
MainStreet Investment Advisors LLC
|
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|
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|
Morgan Stanley
|
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|
Retirement Income Solutions, Inc
|
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|
Baker Avenue Asset Management, LP
|
|
|
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|
Boston Trust Walden Corp
|
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|
Acropolis Investment Management, LLC
|
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|
Rockefeller Capital Management L.P.
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|
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NewEdge Wealth, LLC
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Frederick Financial Consultants, LLC
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Qrg Capital Management, Inc.
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One Capital Management, LLC
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Envestnet Portfolio Solutions, Inc.
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|
Umpqua Bank
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Quantinno Capital Management LP
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Consolidated Portfolio Review Corp
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Eqis Capital Management, Inc.
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Coordinated Financial Services, Inc./CO
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Resources Investment Advisors, LLC.
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Regal Investment Advisors LLC
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Kestra Investment Management, LLC
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|
Copperleaf Capital, LLC
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
TD Capital Management LLC
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|
|
|
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|
HighTower Advisors, LLC
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|
Asset Dedication, LLC
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Mount Yale Investment Advisors, LLC
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Concurrent Investment Advisors, LLC
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Bond & Devick Financial Network, Inc.
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Signaturefd, Llc
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Axxcess Wealth Management, Llc
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|
TruNorth Capital Management, LLC
|
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|
|
|
|
Tsfg, Llc
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|
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|
Sandy Spring Bank
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|
Moment Partners, LLC
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|
Bessemer Group Inc
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|
Allodium Investment Consultants, LLC
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|
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Strategic Point Investment Advisors, LLC
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Rossmore Private Capital
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Ameriflex Group, Inc.
|
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|
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|
|
Sequent Planning LLC
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Boston Private Wealth Llc
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|
Close Asset Management Ltd
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|
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|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
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|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Sage Capital Management, LLC
|
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|
|
|
|
SK Wealth Management, LLC
|
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|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
|
|
Wealth Advisory Team LLC
|
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|
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|
Wrapmanager Inc
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Natural Investments, Llc
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Bailard, Inc.
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Hilltop Holdings Inc.
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Ameritas Investment Partners, Inc.
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First Horizon Advisors, Inc.
|
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|
Accredited Investors Inc.
|
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|
1 North Wealth Services Llc
|
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|
Clean Yield Group
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
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|
|
|
|
Bensler, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
|
|
|
JNBA Financial Advisors
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|
WealthTrak Capital Management LLC
|
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|
Ellevest, Inc.
|
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|
|
|
Capital Asset Advisory Services LLC
|
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Sofi Wealth, Llc
|
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|
|
|
Lwm Advisors Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
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|
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|
Gts Securities Llc
|
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|
Institute for Wealth Management, LLC.
|
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|
|
|
|
Blue Zone Wealth Advisors, LLC
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|
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|
Eq Llc
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|
|
West Financial Advisors, LLC
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|
Orion Portfolio Solutions, LLC
|
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|
Putnam Fl Investment Management Co
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|
First Pacific Financial
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|
Principal Securities, Inc.
|
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|
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|
Parkside Advisors LLC
|
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BIP Wealth, LLC
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|
|
Kilter Group LLC
|
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|
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|
Macroview Investment Management Llc
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Dynamic Advisor Solutions LLC
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Sterling Investment Advisors, Ltd.
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Rogco, Lp
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Spectrum Planning & Advisory Services Inc.
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Milestone Investment Advisors LLC
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Tilson Financial Group, Inc.
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PrairieView Partners, LLC
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|
Fingerlakes Wealth Management, Inc.
|
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|
|
|
|
Atlantic Union Bankshares Corp
|
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|
Bank of New Hampshire
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|
J.w. Cole Advisors, Inc.
|
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|
|
|
|
Jfs Wealth Advisors, Llc
|
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|
Bank Of America Corp /de/
|
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|
|
|
|
Spire Wealth Management
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|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
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|
|
Hall Laurie J Trustee
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|
Perigon Wealth Management, LLC
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|
Pnc Financial Services Group, Inc.
|
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|
Bremer Bank National Association
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Miracle Mile Advisors, LLC
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|
|
Perennial Investment Advisors, LLC
|
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|
|
|
Magnus Financial Group LLC
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|
Financial Network Wealth Management LLC
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|
|
SigFig Wealth Management, LLC
|
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|
|
Boston Standard Wealth Management, LLC
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|
|
Global Retirement Partners, LLC
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|
|
JB Capital LLC
|
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|
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|
Shepherd Financial Partners LLC
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|
Old National Bancorp /in/
|
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|
Colorado Capital Management, Inc.
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|
Montecito Bank & Trust
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
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|
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|
Allianz Se
|
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|
Gould Asset Management Llc /ca/
|
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|
Snider Financial Group
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|
|
Two West Capital Advisors LLC
|
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|
Wbh Advisory Inc
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|
Northwestern Mutual Wealth Management Co
|
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|
AllSquare Wealth Management LLC
|
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|
Wealthspire Advisors, LLC
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|
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|
Truist Financial Corp
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|
Deutsche Bank Ag\
|
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|
Eastern Bank
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|
TD Waterhouse Canada Inc.
|
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|
Diversified Trust Co
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|
|
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|
Gen-Wealth Partners Inc
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|
|
|
|
|
GWM Advisors LLC
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|
|
|
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Rsm Us Wealth Management Llc
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Per Stirling Capital Management, LLC.
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Pinnacle Associates Ltd
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Pennsylvania Capital Management Inc /adv
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Allworth Financial LP
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Somerset Group LLC
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Arbor Investment Advisors, LLC
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Diversified Enterprises, LLC
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First Affirmative Financial Network
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Ascent Group, LLC
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Creative Capital Management Investments LLC
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Wealthcare Capital Management Llc
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UBS Group AG
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Chicago Partners Investment Group LLC
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Principle Wealth Partners Llc
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Richmond Investment Services, LLC
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CIBC Private Wealth Group, LLC
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Private Trust Co Na
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Charter Oak Capital Management, LLC
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Potentia Wealth
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Lifelong Wealth Advisors, Inc.
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Journey Strategic Wealth Llc
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Essential Planning, LLC.
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Keybank National Association/oh
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Decker Retirement Planning Inc.
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MAI Capital Management
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Evergreen Private Wealth LLC
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Addison Advisors LLC
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Wealth Alliance
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CX Institutional
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Keel Point, LLC
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Colonial Trust Advisors
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IMA Wealth, Inc.
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Hengehold Capital Management Llc
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CENTRAL TRUST Co
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Austin Private Wealth, LLC
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Cherry Tree Wealth Management, LLC
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AlphaCore Capital LLC
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Jpmorgan Chase & Co
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Zevenbergen Capital Investments Llc
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Harbour Investments, Inc.
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Stanich Group LLC
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Stifel Financial Corp
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Fortis Capital Management LLC
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One Wealth Advisors, LLC
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Finley Financial, LLC
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Smartleaf Asset Management LLC
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Geneos Wealth Management Inc.
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Cypress Wealth Services, LLC
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Halter Ferguson Financial Inc.
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Equitable Holdings, Inc.
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PFG Investments, LLC
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Investors Research Corp
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Bahl & Gaynor Inc
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Glenmede Trust Co Na
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Us Bancorp \de\
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Morris Retirement Advisors, LLC
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Trustmark National Bank Trust Department
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Atomi Financial Group, Inc.
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Dorsey & Whitney Trust CO LLC
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Moisand Fitzgerald Tamayo, LLC
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Wealth Architects, LLC
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Sound View Wealth Advisors Group, LLC
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St Germain D J Co Inc
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Evergreen Capital Management Llc
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U.S. Capital Wealth Advisors, LLC
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Midland Wealth Advisors Llc
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Farther Finance Advisors, LLC
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LifePlan Investment Advisors, Inc.
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Gibson Capital, LLC
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Cerity Partners LLC
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United Capital Financial Advisers, Llc
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CRA Financial Services, LLC
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Financial Advisory Service, Inc.
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Cresset Asset Management, LLC
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Wesbanco Bank Inc
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Jane Street Group, Llc
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Black Diamond Financial, LLC
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Atlas Capital Advisors Llc
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Cove Private Wealth, LLC
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CIBC World Markets Inc.
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Concord Wealth Partners
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Bradley & Co. Private Wealth Management, LLC
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Theory Financial Llc
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Qube Research & Technologies Ltd
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Assetmark, Inc
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Oxler Private Wealth LLC
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KBC Group NV
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Myecfo, Llc
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Laurel Wealth Planning LLC
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Brookstone Capital Management
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Firestone Capital Management
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Blair William & Co/il
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Centurion Wealth Management LLC
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New Covenant Trust Company, N.A.
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Erickson Financial Group, LLC
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Pensionmark Financial Group, Llc
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Braun-Bostich & Associates Inc.
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Capital A Wealth Management, LLC
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We Are One Seven, LLC
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Arete Wealth Advisors, LLC
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Private Capital Management Llc
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Peak Financial Management, Inc.
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Meridian Wealth Management, LLC
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Copia Wealth Management
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Arkadios Wealth Advisors
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GenTrust, LLC
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Mariner, LLC
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Tiaa Trust, National Association
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White Lighthouse Investment Management Inc.
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CFS Investment Advisory Services, LLC
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VERITY Wealth Advisors
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Dougherty Wealth Advisers LLC
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Brio Consultants, LLC
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Strategic Wealth Partners, Ltd.
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Parsons Capital Management Inc/ri
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Landaas & Co /wi /adv
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Brooklyn FI, LLC
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Hartland & Co., LLC
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Sage Financial Management Group, Inc.
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Founders Capital Management
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Evolution Wealth Management Inc.
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Capital Analysts, Inc.
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Bristlecone Advisors, LLC
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WNY Asset Management, LLC
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Rockingstone Advisors LLC
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Headinvest, Llc
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Valtinson Bruner Financial Planning LLC
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Litman Gregory Asset Management LLC
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West Wealth Group, LLC
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Johnson Bixby & Associates, LLC
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Hanson & Doremus Investment Management
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Endeavor Private Wealth, Inc.
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Steward Partners Investment Advisory, Llc
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Sigma Planning Corp
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Dohj, Llc
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Brinker Capital Investments, LLC
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Janney Montgomery Scott LLC
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Citadel Advisors Llc
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SCS Capital Management LLC
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Weaver Consulting Group
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Cobblestone Capital Advisors Llc /ny/
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Conscious Wealth Investments, Llc
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CI Private Wealth, LLC
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Twin Peaks Wealth Advisors, LLC
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Marco Investment Management Llc
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Patriot Financial Group Insurance Agency, LLC
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Flagship Private Wealth, LLC
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Banco Santander, S.A.
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Willow Creek Wealth Management Inc.
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Strategic Blueprint, LLC
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Howe & Rusling Inc
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Baird Financial Group, Inc.
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Wealth Enhancement Advisory Services, Llc
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Millstone Evans Group, LLC
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American Capital Advisory, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Cetera Investment Advisers
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Atlantic Trust, LLC
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Modera Wealth Management, LLC
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Avantax Advisory Services, Inc.
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Rollins Financial Advisors, LLC
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Neumann Capital Management, LLC
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Forbes J M & Co Llp
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Prentiss Smith & Co Inc
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Gladstone Institutional Advisory LLC
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RFG Advisory, LLC
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S.A. Mason LLC
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Kestra Private Wealth Services, Llc
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Brown Financial Advisors
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Lowe Wealth Advisors, LLC
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Park Avenue Securities Llc
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Snowden Capital Advisors LLC
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Ashton Thomas Private Wealth, LLC
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Cranbrook Wealth Management, LLC
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EverSource Wealth Advisors, LLC
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Massmutual Trust Co Fsb/adv
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YANKCOM Partnership
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Wells Fargo & Company/mn
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First Foundation Advisors
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Nbt Bank N A /ny
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Bank Of Montreal /can/
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Gemmer Asset Management LLC
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Sovereign Financial Group, Inc.
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Vontobel Holding Ltd.
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Kestra Advisory Services, LLC
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Manchester Capital Management LLC
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Private Advisor Group, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Warren Averett Asset Management, LLC
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Mutual Advisors, LLC
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Renaissance Technologies Llc
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IFP Advisors, Inc
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Fiduciary Trust Co
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Beacon Financial Group
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Ritter Daniher Financial Advisory LLC / DE
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Hill Island Financial Llc
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Golden State Equity Partners
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May Hill Capital, LLC
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Sax Wealth Advisors, Llc
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|
Franklin Resources Inc
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|
Arlington Financial Advisors, LLC
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|
Archer Investment Corp
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|
Comerica Bank
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|
Venturi Wealth Management, LLC
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|
Creative Financial Designs Inc /adv
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|
Pittenger & Anderson Inc
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|
Raymond James Financial Inc
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|
Traphagen Investment Advisors Llc
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|
Sei Investments Co
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Kennebec Savings Bank
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Goldstein Advisors, LLC
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Johnson Financial Group, Inc.
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Fmr Llc
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Dunhill Financial, LLC
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Midwest Trust Co
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|
Paradigm Financial Partners, Llc
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|
Horst & Graben Wealth Management LLC
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|
Investor's Fiduciary Advisor Network, LLC
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|
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|
LPL Financial LLC
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Atria Investments Llc
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CoreCap Advisors, LLC
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Bigelow Investment Advisors, LLC
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Mml Investors Services, Llc
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JustInvest LLC
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Atria Wealth Solutions, Inc.
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Savvy Advisors, Inc.
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Revolve Wealth Partners, LLC
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M&t Bank Corp
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|
D.a. Davidson & Co.
|
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|
Colony Group, LLC
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|
Salomon & Ludwin, LLC
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|
Bnp Paribas Arbitrage, Sa
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|
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|
Rossby Financial, LCC
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|
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|
Sagespring Wealth Partners, Llc
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Hollencrest Capital Management
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Valmark Advisers, Inc.
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|
Mesirow Financial Investment Management, Inc.
|
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|
Princeton Global Asset Management LLC
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|
Schneider Downs Wealth Management Advisors, LP
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|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
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|
|
|
|
Birch Hill Investment Advisors LLC
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Sovran Advisors, LLC
|
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|
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|
Joel Isaacson & Co., LLC
|
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|
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|
Altus Wealth Group LLC
|
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|
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|
Hoxton Planning & Management, LLC
|
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|
|
|
|
LongView Asset Management LLC
|
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|
|
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|
Transce3nd, LLC
|
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|
|
|
|
GeoWealth Management, LLC
|
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|
Crestwood Advisors Group LLC
|
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|
|
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|
Commonwealth Equity Services, Llc
|
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|
|
|
|
Essex Savings Bank
|
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|
|
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|
Smithfield Trust Co
|
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|
|
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|
Destination Wealth Management
|
|
|
|
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|
Financial Perspectives, Inc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
