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Financial Life Advisors
|
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Stelac Advisory Services LLC
|
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|
Bath Savings Trust Co
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
|
|
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|
Transatlantique Private Wealth Llc
|
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Curio Wealth, Llc
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TFG Advisers LLC
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Altman Advisors, Inc.
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Tilson Financial Group, Inc.
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BOK Financial Private Wealth, Inc.
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Birch Hill Investment Advisors LLC
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Smith, Moore & Co.
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Financial & Tax Architects, LLC
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Gables Capital Management Inc.
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Johnson Financial Group, LLC
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Independent Advisor Alliance
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Financial Enhancement Group LLC
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Family Firm, Inc.
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Roxbury Financial LLC
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Pandora Wealth, Inc.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Horizon Bancorp Inc /in/
|
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Creekmur Asset Management LLC
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|
Corundum Trust Company, INC
|
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SOL Capital Management CO
|
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Motive Wealth Advisors
|
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Davis R M Inc
|
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Horizon Investments, LLC
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Sax Wealth Advisors, Llc
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Blake Schutter Theil Wealth Advisors, LLC
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Windward Private Wealth Management Inc.
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Sandy Cove Advisors, LLC
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Revolve Wealth Partners, LLC
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Harbour Capital Advisors, LLC
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Colorado Capital Management, Inc.
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LPL Financial LLC
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Steward Partners Investment Advisory, Llc
|
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Trans-Canada Capital Inc.
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
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|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
PBMares Wealth Management LLC
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|
Citizens National Bank Trust Department
|
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Northwestern Mutual Investment Management Company, Llc
|
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HB Wealth Management, LLC
|
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Ark & Tlk Investments, Llc
|
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Semitam Bonam Llc
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Courier Capital Llc
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1620 Investment Advisors, Inc.
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Hazlett, Burt & Watson, Inc.
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Cohen Klingenstein LLC
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Financial Management Professionals, Inc.
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Axos Invest Inc.
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Thompson Siegel & Walmsley Llc
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North Star Asset Management Inc
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Kilter Group LLC
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Greenline Partners, LLC
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Beacon Pointe Advisors, LLC
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Dentgroup LLC
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Ieq Capital, Llc
|
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Tribridge Partners Financial LLC
|
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American National Bank
|
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|
Horizon Investment Services, LLC
|
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EPG Wealth Management LLC
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Guyasuta Investment Advisors Inc
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American Investment Services, Inc.
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Compass Planning Associates Inc
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AllSquare Wealth Management LLC
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CNB Bank
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Frisch Financial Group, Inc.
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Sageworth Trust Co
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Advisor Group Holdings, Inc.
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Moser Wealth Advisors, LLC
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Kentucky Trust Co
|
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Lido Advisors, LLC
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First Financial Bankshares Inc
|
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Blue Fin Capital, Inc.
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|
Archetype Wealth Partners
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Providence Capital Advisors, LLC
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|
Walleye Trading LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
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|
Avidian Wealth Solutions, LLC
|
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|
NorthCrest Asset Manangement, LLC
|
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|
Rothschild Investment Llc
|
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|
JSF Financial, LLC
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
Foundation Wealth Management, LLC\PA
|
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|
Federation des caisses Desjardins du Quebec
|
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|
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|
Board of Trustees of The Leland Stanford Junior University
|
|
|
|
|
|
Old Mission Capital Llc
|
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|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
|
|
|
|
|
|
Park National Corp /oh/
|
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|
|
Opulen Financial Group LLC
|
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|
Strategic Financial Concepts, LLC
|
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|
Bradley Foster & Sargent Inc/ct
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Teachers Insurance & Annuity Association Of America
|
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|
Hillman Capital Management, Inc.
|
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|
Geneos Wealth Management Inc.
|
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Mission Wealth Management, Lp
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
GM Advisory Group, Inc.
|
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|
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|
|
Sightline Wealth Advisors, LLC
|
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|
|
|
Summit Asset Management, LLC
|
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|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
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|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
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|
|
|
|
Westmount Partners, LLC
|
|
|
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|
|
Truist Financial Corp
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Aspect Partners, LLC
|
|
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|
State of Wyoming
|
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|
Ohio National Investments, Inc.
|
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|
|
|
|
GW&K Investment Management, LLC
|
|
|
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|
|
Trust Co of the South
|
|
|
|
|
|
Main Street Group, LTD
|
|
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|
|
Von Berge Wealth Management Group, LLC
|
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|
|
|
Consultiva Wealth Management, Corp.
|
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|
First Business Financial Services, Inc.
|
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|
Lgl Partners, Llc
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|
Mascoma Wealth Management LLC
|
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|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
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|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
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|
Tradition Wealth Management, LLC
|
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|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
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|
Montag A & Associates Inc
|
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|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
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|
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|
Wingate Wealth Advisors, Inc.
|
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|
|
|
Center for Financial Planning, Inc.
|
|
|
|
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|
Assetmark, Inc
|
|
|
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
ATGSX - Northern Lights Fund Trust IV - Anchor Risk Managed Global Strategies Fund Institutional Class Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
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|
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|
Hollencrest Capital Management
|
|
|
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|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
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|
Camden Capital, LLC
|
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|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
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|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
NOVIX - GLENMEDE FUND INC - Global Secured Options Portfolio
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
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|
|
Manhattan West Asset Management, LLC
|
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|
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|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
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|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Next Level Private LLC
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|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
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|
Alpha Financial Advisors, LLC
|
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|
|
|
|
Turn8 Private Wealth Inc.
|
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|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Connable Office Inc
|
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|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Lepercq De Neuflize Asset Management LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Croban
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
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GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
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Drucker Wealth 3.0, LLC
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Harding Loevner Lp
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Easterly Investment Partners Llc
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Cozad Asset Management Inc
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HEFA - iSHARES TRUST - iShares Currency Hedged MSCI EAFE ETF
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Coldstream Capital Management Inc
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SILVER OAK SECURITIES, Inc
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Investmark Advisory Group LLC
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W.G. Shaheen & Associates DBA Whitney & Co
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Cetera Trust Company, N.A
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Baron Wealth Management LLC
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Defined Wealth Management, Llc
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Galvin, Gaustad & Stein, LLC
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Focus Financial Network, Inc.
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Sanibel Captiva Trust Company, Inc.
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Kanawha Capital Management Llc
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one8zero8, LLC
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Legacy Trust
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American Financial Advisors, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Leith Wheeler Investment Counsel Ltd.
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Wit, Llc
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Clear Point Advisors Inc.
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Successful Portfolios LLC
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Meridian Wealth Management, LLC
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Simon Quick Advisors, Llc
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DiMeo Schneider & Associates, L.L.C.
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Legacy Bridge, LLC
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Financial Perspectives, Inc
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Culbertson A N & Co Inc
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Change Path, LLC
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Marquette Associates, Inc.
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Blankinship & Foster, LLC
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Belpointe Asset Management LLC
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Smith & Howard Wealth Management, LLC
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Rakuten Investment Management, Inc.
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Resolute Advisors LLC
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Modern Wealth Management, LLC
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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Ofc Financial Planning, Llc
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Moisand Fitzgerald Tamayo, LLC
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TGPNX - TCW FUNDS INC - TCW Conservative Allocation Fund Class N Shares
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BLB&B Advisors, LLC
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Css Llc/il
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Norway Savings Bank
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North Capital, Inc.
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Tiaa Trust, National Association
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St. Louis Trust Co
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Premier Path Wealth Partners, LLC
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Fund Evaluation Group, LLC
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Arcus Capital Partners, LLC
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Jackson Hole Capital Partners, LLC
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Susquehanna International Group, Llp
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Everhart Financial Group, Inc.
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Graypoint LLC
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Cullen/frost Bankers, Inc.
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Sagespring Wealth Partners, Llc
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Lwm Advisors Inc
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GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A
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Centaurus Financial, Inc.
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Balentine LLC
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Painted Porch Advisors LLC
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GHP Investment Advisors, Inc.
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Financial Advisory Service, Inc.
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J.P. Marvel Investment Advisors, LLC
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Uptown Financial Advisors LLC
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First United Bank Trust/
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Heritage Trust Co
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Taylor Hoffman Capital Management LLC
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Fca Corp /tx
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Parkworth Wealth Management, Inc.
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Tompkins Financial Corp
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Maple Capital Management, Inc.
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Capital Planning Advisors, LLC
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Bnc Wealth Management, Llc
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Integrated Advisors Network LLC
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Thomasville National Bank
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AE Wealth Management LLC
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Twele Capital Management, Inc.
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
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Tanglewood Wealth Management, Inc.
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Shelton Capital Management
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Moors & Cabot, Inc.
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Signaturefd, Llc
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TCG Advisory Services, LLC
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Axiom Financial Strategies, LLC
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McLean Asset Management Corp
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Probity Advisors, Inc.
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Ahl Investment Management, Inc.
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Reston Wealth Management Llc
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Keeley-Teton Advisors, LLC
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Cm Wealth Advisors Llc
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Archford Capital Strategies, LLC
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GSB Wealth Management, LLC
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Palumbo Wealth Management LLC
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Kiker Wealth Management, LLC
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Paulson Wealth Management Inc.
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Colton Groome Financial Advisors, Llc
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Agf Management Ltd
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Balboa Wealth Partners
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Central Bank & Trust Co
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Financial Freedom, LLC
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Atlantic Trust, LLC
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Hirtle Callaghan & Co LLC
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William Howard & Co Financial Advisors Inc
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Sage Rhino Capital Llc
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Parthenon Llc
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Flagship Harbor Advisors, Llc
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Leisure Capital Management
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Talon Private Wealth, LLC
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Kestra Private Wealth Services, Llc
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Balyasny Asset Management Llc
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Duncan Williams Asset Management, LLC
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Ashton Thomas Private Wealth, LLC
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DRW Securities, LLC
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Abound Wealth Management
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Innova Wealth Partners
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Pathway Financial Advisors LLC
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Keystone Financial Group
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Doliver Advisors, Lp
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Wambolt & Associates, LLC
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SlateStone Wealth, LLC
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Winthrop Capital Management, LLC
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Bartlett & Co. Wealth Management Llc
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DHK Financial Advisors, Inc.
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Stratos Wealth Partners, LTD.
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Beese Fulmer Investment Management, Inc.
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Cibc World Markets Corp
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Jump Financial, LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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DecisionPoint Financial, LLC
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Capital Asset Advisory Services LLC
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Minot DeBlois Advisors LLC
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O'shaughnessy Asset Management, Llc
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Mosaic Family Wealth Partners, Llc
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Towerpoint Wealth, LLC
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Idaho Trust Bank
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Horan Securities, Inc.
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Kaydan Wealth Management, Inc.
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Sunburst Financial Group, LLC
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Dumont & Blake Investment Advisors Llc
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TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
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Calamos Advisors LLC
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TFC Financial Management
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Financial Partners Group, LLC
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Jain Global LLC
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Matrix Asset Advisors Inc/ny
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BTC Capital Management, Inc.
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Yeomans Consulting Group, Inc.
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Advanced Series Trust - Ast International Growth Portfolio
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Anchor Capital Advisors Llc
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Snowden Capital Advisors LLC
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Mutual Advisors, LLC
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Rsm Us Wealth Management Llc
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Dougherty Wealth Advisers LLC
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Penobscot Investment Management Company, Inc.
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Atlas Brown,Inc.
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United Asset Strategies, Inc.
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CAPROCK Group, Inc.
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Df Dent & Co Inc
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Congress Asset Management Co /ma
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COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A
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Prudential Financial Inc
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Thrive Wealth Management, LLC
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Forum Private Client Group LLC
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JDM Financial Group LLC
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Roble, Belko & Company, Inc
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Hughes Financial Services, LLC
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Destination Wealth Management
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AlphaCore Capital LLC
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Brinker Capital Investments, LLC
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Melfa Wealth Management, Llc
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Staley Capital Advisers Inc
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Nestegg Advisors, Inc.
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Gen-Wealth Partners Inc
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Pin Oak Investment Advisors Inc
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Maseco Llp
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Farmers Trust Co
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Twin Focus Capital Partners, Llc
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RTD Financial Advisors, Inc.
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Mycio Wealth Partners, Llc
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Naples Global Advisors, Llc
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Hartland & Co., LLC
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Bigelow Investment Advisors, LLC
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Salem Investment Counselors Inc
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Perkins Coie Trust Co
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Sheets Smith Wealth Management
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Camarda Financial Advisors, LLC
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Lutz Financial Services LLC
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Plimoth Trust Co Llc
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Cooksen Wealth, LLC
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Aegis Wealth Management LLC
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LBJ Family Wealth Advisors, Ltd.
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Aspiriant, Llc
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Phocas Financial Corp.
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Brookstone Capital Management
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Tacita Capital Inc
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Tobias Financial Advisors, Inc.
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Vertex Planning Partners, LLC
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Union Savings Bank
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|
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A
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|
Marietta Wealth Management, LLC
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Mkd Wealth Coaches, Llc
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Vermillion Wealth Management, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Morgan Stanley
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Harbour Investments, Inc.
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Well Done, LLC
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ODonnell Financial Services, LLC
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Ironwood Investment Management Llc
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Members Wealth Llc
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Hoese & Co LLP
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World Equity Group, Inc.
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Good Life Advisors, LLC
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Crescent Grove Advisors, LLC
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Ramsay, Stattman, Vela & Price, Inc.
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Van Hulzen Asset Management, LLC
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Marshall Financial Group Inc /adv
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Midland Wealth Advisors Llc
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Procyon Private Wealth Partners, LLC
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Indiana Trust & Investment Management CO
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XTX Topco Ltd
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Lake Street Financial Llc
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First Manhattan Co
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Prosperity Consulting Group, LLC
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Waterloo Capital, L.P.
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First American Trust, Fsb
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StoneX Group Inc.
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EWG Elevate Inc.
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Dunhill Financial, LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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Flaharty Asset Management, LLC
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|
Greenup Street Wealth Management Llc
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|
Barclays Plc
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Envestnet Asset Management Inc
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Orin Green Financial, LLC
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Jacobi Capital Management LLC
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Windsor Advisory Group, LLC
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Qrg Capital Management, Inc.
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First Bancorp, Inc /ME/
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Nuveen, LLC
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|
Boyd Watterson Asset Management Llc/oh
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Whittier Trust Co Of Nevada Inc
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Baker Tilly Financial, Llc
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IAM Advisory, LLC
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SNS Financial Group, LLC
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Wealth Preservation Advisors, LLC
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Capital Management Associates, Inc
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Cobblestone Capital Advisors Llc /ny/
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Narus Financial Partners, LLC
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Gallacher Capital Management LLC
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Sabal Trust CO
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RKL Wealth Management LLC
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Security Financial Services, INC.
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Point72 Asset Management, L.P.
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Rakuten Securities, Inc.
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Jpmorgan Chase & Co
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Seneca Financial Advisors LLC
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Sawyer & Company, Inc
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Willner & Heller, Llc
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First Merchants Corp
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Sterling Investment Advisors, Ltd.
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Financial Engines Advisors L.L.C.
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Nicolet Bankshares Inc
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tru Independence LLC
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jvl associates llc
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RMB Capital Management, LLC
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Pineridge Advisors LLC
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Financial Partners Group, Inc
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Bull Street Advisors, LLC
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Phillips Financial Management, Llc
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FLC Capital Advisors
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Guidance Point Advisors, LLC
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|
Connors Investor Services Inc
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Clarus Wealth Advisors
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Leo Wealth, LLC
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|
Frederick Financial Consultants, LLC
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Bck Capital Management Lp
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Kathmere Capital Management, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Operose Advisors LLC
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YHB Investment Advisors, Inc.
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Taddei, Ludwig & Associates, Inc.
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Meeder Advisory Services, Inc.
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AdvisorNet Financial, Inc
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Berkshire Asset Management Llc/pa
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Armstrong Advisory Group, Inc
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Berkshire Money Management, Inc.
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Ibex Wealth Advisors
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Enterprise Bank & Trust Co
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CFS Investment Advisory Services, LLC
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Dorsey & Whitney Trust CO LLC
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Global View Capital Management LLC
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Donaldson Capital Management, Llc
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BKM Wealth Management, LLC
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|
UBS Group AG
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Capital Advisory Group Advisory Services, LLC
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Greenleaf Trust
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Pinnacle Wealth Management Advisory Group, LLC
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Berkeley Capital Partners, LLC
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Emerald Investment Partners, Llc
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Equitable Trust Co
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Jasper Ridge Partners, L.P.
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Bear Mountain Capital, Inc.
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TPG Advisors LLC
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Magnolia Capital Management Ltd
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Clarkston Capital Partners, LLC
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Consolidated Planning Corp
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Insight Wealth Strategies, LLC
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Equitable Holdings, Inc.
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Trustmark National Bank Trust Department
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Wellington Management Group Llp
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Credit Agricole S A
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Wbh Advisory Inc
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Chesley Taft & Associates LLC
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Aaron Wealth Advisors LLC
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Searle & Co.
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Patten & Patten Inc/tn
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Capital Fund Management S.a.
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Smh Capital Advisors Inc
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
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Founders Financial Securities Llc
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UMA Financial Services, Inc.
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Archvest Wealth Advisors, Inc.
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Quent Capital, LLC
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United Capital Financial Advisers, Llc
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Strategies Wealth Advisors, LLC
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
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Eukles Asset Management
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River Wealth Advisors LLC
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Us Financial Advisors, Llc
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Quest 10 Wealth Builders, Inc.
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Pinnacle Associates Ltd
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Halbert Hargrove Global Advisors, Llc
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New Covenant Trust Company, N.A.
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Mayfair Advisory Group, LLC
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Global Strategic Investment Solutions, LLC
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Journey Advisory Group, LLC
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Centurion Wealth Management LLC
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Alberta Investment Management Corp
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Parallel Advisors, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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RFG Advisory, LLC
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ORG Partners LLC
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Transamerica Financial Advisors, Inc.
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Capstone Investment Advisors, Llc
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Rodgers & Associates, LTD
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Armis Advisers, LLC
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Paragon Capital Management Ltd
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Measured Risk Portfolios, Inc.
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Moller Financial Services
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Allworth Financial LP
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Missouri Trust & Investment Co
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Bond & Devick Financial Network, Inc.
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Park Square Financial Group, LLC
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Cooper Financial Group
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Intellectus Partners, LLC
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Busey Wealth Management
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Badgley Phelps Wealth Managers, LLC
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Presper Financial Architects, LLC
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Godshalk Welsh Capital Management, Inc.
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Wsfs Capital Management, Llc
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
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MPS Loria Financial Planners, LLC
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Ipswich Investment Management Co., Inc.
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REAP Financial Group, LLC
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Cypress Capital Group
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Bridges Investment Management Inc
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Valued Retirements, Inc.
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Fairman Group, LLC
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Parkside Financial Bank & Trust
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Romano Brothers And Company
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Hara Capital LLC
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Nicolet Advisory Services, Llc
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Waterway Wealth Management, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Toronto Dominion Bank
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Callan Capital, LLC
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Buckingham Strategic Partners
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Hsbc Holdings Plc
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Glen Eagle Advisors, LLC
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Maryland State Retirement & Pension System
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Kayne Anderson Rudnick Investment Management Llc
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Chilton Capital Management Llc
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Kcm Investment Advisors Llc
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Hohimer Wealth Management, Llc
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Harris Associates L P
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Rossmore Private Capital
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Relyea Zuckerberg Hanson LLC
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IAG Wealth Partners, LLC
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Regal Investment Advisors LLC
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Family Management Corp
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FC Advisory LLC
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Charter Trust Co
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Neumann Capital Management, LLC
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Sentry LLC
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Sun Life Financial Inc
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TCP Asset Management, LLC
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Turim 21 Investimentos Ltda.
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F&V Capital Management, LLC
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Sage Financial Group Inc
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Baker Avenue Asset Management, LP
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Leverty Financial Group, LLC
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Zeit Capital LLC
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Fulcrum Capital LLC
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Verger Capital Management LLC
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Jane Street Group, Llc
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Acropolis Investment Management, LLC
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Disciplined Investments, LLC
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Caldwell Securities, Inc
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Atalanta Sosnoff Capital, Llc
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QMLFX - Advisors Preferred Trust - Quantified Market Leaders Fund Investor Class Shares
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Christopher J. Hasenberg, Inc
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Leigh Baldwin & Co., Llc
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Foster & Motley Inc
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Headlands Technologies LLC
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Harbour Trust & Investment Management Co
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Pine Haven Investment Counsel, Inc
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Strive Asset Management, LLC
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ProVise Management Group, LLC
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Harbor Capital Advisors, Inc.
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Pallas Capital Advisors LLC
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HHM Wealth Advisors, LLC
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Cfm Wealth Partners Llc
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Cambiar Investors Llc
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Krilogy Financial LLC
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Lion Street Advisors, LLC
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Gillespie Robinson & Grimm Inc
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IFG Advisors, LLC
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West Paces Advisors Inc.
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Marshall Wace, Llp
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Steel Peak Wealth Management LLC
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Eagle Global Advisors Llc
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Stephens Inc /ar/
|
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Marex Group plc
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Capital Performance Advisors Llp
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Little House Capital Llc
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Sykon Capital Llc
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Alpha Cubed Investments, LLC
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S.A. Mason LLC
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NFP Retirement, Inc.
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Castle Wealth Management Llc
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Cypress Wealth Services, LLC
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Horan Capital Advisors, LLC.
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|
Country Club Bank /gfn
|
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|
Dakota Wealth Management
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|
Causeway Capital Management Llc
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HBK Sorce Advisory LLC
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|
Martin & Co Inc /tn/
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|
Studio Investment Management Llc
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|
Apella Capital, LLC
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|
Sunpointe, LLC
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Northstar Advisory Group, LLC
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Plancorp, LLC
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|
Johnson Investment Counsel Inc
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|
Seacrest Wealth Management, Llc
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Brickley Wealth Management
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Abacus Planning Group, Inc.
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|
National Bank Of Canada /fi/
|
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Associated Banc-corp
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|
Conning Inc.
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|
TD Capital Management LLC
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|
Axxcess Wealth Management, Llc
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|
Glenview Trust Co
|
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|
Paloma Partners Management Co
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|
Private Trust Co Na
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|
Lbmc Investment Advisors, Llc
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|
Pines Wealth Management, LLC
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|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
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|
Trust Point Inc.
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|
Cordatus Wealth Management LLC
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|
Kmg Fiduciary Partners, Llc
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|
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|
Allen Investment Management LLC
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|
Fmr Llc
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|
PFW Advisors LLC
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|
Fullerton Fund Management Co Ltd
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|
Strategic Investment Advisors / MI
|
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|
Radnor Capital Management, LLC
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Harvest Investment Advisors, LLC
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S&t Bank/pa
|
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Federated Hermes, Inc.
|
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|
Crewe Advisors LLC
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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|
Index Fund Advisors, Inc.
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|
Summit Trail Advisors, Llc
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Dynamic Financial Group
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Brown, Lisle/cummings, Inc.
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|
Common Fund For Nonprofit Organizations
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CoreCap Advisors, LLC
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|
Anchor Capital Management Group Inc
|
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|
Fort Sheridan Advisors Llc
|
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|
North Berkeley Wealth Management, LLC
|
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|
Alamar Capital Management, LLC
|
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|
Thoroughbred Financial Services, Llc
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|
RWM Asset Management, LLC
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|
Park Edge Advisors, LLC
|
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|
Family Capital Trust Co
|
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|
Retirement Systems of Alabama
|
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|
Carnegie Capital Asset Management, LLC
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Cedar Point Capital Partners, LLC
|
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|
Greenfield FTC, Inc.
|
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|
Schneider Downs Wealth Management Advisors, LP
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|
Arvest Bank Trust Division
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Cornerstone Wealth Advisors, Inc.
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|
Wealthstream Advisors, Inc.
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Armor Investment Advisors, LLC
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Holistic Planning, LLC
|
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|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
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|
Creative Financial Designs Inc /adv
|
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|
|
|
|
Wealth Architects, LLC
|
|
|
|
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|
Beaird Harris Wealth Management, LLC
|
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|
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|
Belmont Capital, LLC
|
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|
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|
Calamos Wealth Management LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
ORILX - North Square Investments Trust - NORTH SQUARE MULTI STRATEGY FUND CLASS A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
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|
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|
Bonfire Financial
|
|
|
|
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|
Peoples Financial Services Corp.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
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|
Fountainhead AM, LLC
|
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|
|
|
|
Community Bank, N.A.
|
|
|
|
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|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
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|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
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|
Evolution Wealth Advisors, LLC
|
|
|
|
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|
Royal Fund Management, LLC
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|
|
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|
MEMBERS Trust Co
|
|
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|
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|
Resources Investment Advisors, LLC.
|
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|
|
|
Resources Management Corp /ct/ /adv
|
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|
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|
Fiduciary Group LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
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|
Sentinus, LLC
|
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|
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|
Holderness Investments Co
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|
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|
Telos Capital Management, Inc.
|
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|
Yukon Wealth Management, Inc.
|
|
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|
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|
Gluskin Sheff & Assoc Inc
|
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|
|
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|
Lansing Street Advisors
|
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|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Mechanics Bank Trust Department
|
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|
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|
Mosaic Financial Group, Llc
|
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|
SRS Capital Advisors, Inc.
|
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|
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|
Earnest Partners Llc
|
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|
Bfsg, Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
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|
|
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|
Acima Private Wealth, Llc
|
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|
|
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|
Sar Wealth Management Group, Llc
|
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|
Macquarie Group Ltd
|
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|
TD Waterhouse Canada Inc.
|
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|
|
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|
Founders Financial Alliance, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
LTG Capital LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
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|
DBK Financial Counsel, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
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|
|
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|
Centricity Wealth Management, LLC
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|
Capital Analysts, Inc.
|
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|
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|
Bogart Wealth, LLC
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|
ShoreHaven Wealth Partners, LLC
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
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|
Rogco, Lp
|
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|
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|
Widmann Financial Services, Inc.
|
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|
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|
Quest Investment Management Llc
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|
Riverbridge Partners Llc
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|
Huntington National Bank
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|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
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|
Vested Financial Planning, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
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|
Fulton Bank, N.a.
|
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|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
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|
Independence Bank of Kentucky
|
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|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
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Eq Wealth Advisors, Llc
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Dynamic Advisor Solutions LLC
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Integrated Investment Consultants, LLC
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Willow Creek Wealth Management Inc.
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West Bancorporation Inc
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Helen Stephens Group, LLC
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Graves-Light Private Wealth Management, Inc.
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Allie Family Office LLC
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Catalyst Financial Partners Llc
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Vestor Capital, Llc
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Stephenson & Company, Inc.
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Cardinal Point Capital Management, ULC
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Financial Alternatives, Inc
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Optimum Investment Advisors
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Solstein Capital, LLC
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Catalytic Wealth RIA, LLC
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Financial Synergies Wealth Advisors, Inc.
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Curbstone Financial Management Corp
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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McClarren Financial Advisors, Inc.
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Signal Advisors Wealth, LLC
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DHJJ Financial Advisors, Ltd.
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Hopwood Financial Services, Inc.
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Capital International Investors
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Security National Bank Of So Dak
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Angeles Wealth Management, Llc
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Citigroup Inc
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Johns Hopkins University
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Avantax Advisory Services, Inc.
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Creekside Partners
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Cim Investment Mangement Inc
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Great Waters Wealth Management
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Morton Brown Family Wealth, LLC
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North Star Investment Management Corp.
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Navis Wealth Advisors, LLC
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Chevy Chase Trust Holdings, Inc.
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Gryphon Financial Partners LLC
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Burke & Herbert Bank & Trust Co
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Cornerstone Management, Inc.
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Arbor Trust Wealth Advisors, Llc
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TAX - EA Series Trust - Cambria Tax Aware ETF
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Wolff Wiese Magana Llc
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SageView Advisory Group, LLC
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Rainier Family Wealth Inc
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Amarillo National Bank
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Stordahl Capital Management, Inc.
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Turtle Creek Wealth Advisors, LLC
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Carret Asset Management, Llc
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Summit Financial Consulting LLC
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VSM Wealth Advisory, LLC
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Country Trust Bank
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Evensky & Katz LLC
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Hiley Hunt Wealth Management
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Shoker Investment Counsel, Inc.
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Tortoise Investment Management, LLC
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CIBC Private Wealth Group, LLC
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Acorn Wealth Advisors, LLC
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Northern Oak Wealth Management Inc
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Cheviot Value Management, LLC
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Cary Street Partner Investment Advisory Llc
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Retirement Income Solutions, Inc
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Beirne Wealth Consulting Services, LLC
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Fusion Family Wealth LLC
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POM Investment Strategies, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
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Fluent Financial, LLC
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Gries Financial Llc
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Cumberland Partners Ltd
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Contravisory Investment Management, Inc.
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Goelzer Investment Management, Inc.
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Capital Group Private Client Services, Inc.
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Financial Advisory Corp /ut/ /adv
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Connecticut Wealth Management, LLC
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Register Financial Advisors LLC
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Nova Wealth Management, Inc.
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Cahaba Wealth Management, Inc.
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Nomura Holdings Inc
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Copia Wealth Management
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Pacific Sage Partners, LLC
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Plante Moran Financial Advisors, LLC
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WMG Financial Advisors, LLC
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Wooster Corthell Wealth Management, Inc.
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Arete Wealth Advisors, LLC
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Net Worth Advisory Group
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Long Run Wealth Advisors, LLC
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Viewpoint Capital Management LLC
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Midwest Professional Planners, LTD.
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Cortland Associates Inc/mo
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Verum Partners LLC
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Envestnet Portfolio Solutions, Inc.
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Barrett & Company, Inc.
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Burkett Financial Services, Llc
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Fortis Capital Advisors, LLC
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Citizens Business Bank
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PFG Investments, LLC
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Ironwood Investment Counsel, LLC
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Essex Financial Services, Inc.
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South Plains Financial, Inc.
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J. Safra Sarasin Holding AG
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Annandale Capital, LLC
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CI Private Wealth, LLC
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Atwood & Palmer Inc
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Strategic Blueprint, LLC
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EverSource Wealth Advisors, LLC
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Venturi Wealth Management, LLC
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USA Financial Portformulas Corp
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We Are One Seven, LLC
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Howe & Rusling Inc
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Russell Investments Group, Ltd.
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First National Bank Of Omaha
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Highland Capital Management, Llc
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Etesian Wealth Advisors, Inc.
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Lionsbridge Wealth Management LLC
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Bank Of Nova Scotia
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Arcadia Investment Advisors Llc
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Midwest Capital Advisors, LLC
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Peoples Bank/KS
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Harel Insurance Investments & Financial Services Ltd.
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Petix & Botte Co
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Samalin Investment Counsel, LLC
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Stockman Wealth Management, Inc.
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Clarius Group, LLC
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BKD Wealth Advisors, LLC
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TruNorth Capital Management, LLC
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Lafayette Investments, Inc.
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Rathbone Brothers plc
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GWM Advisors LLC
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Schwab Charitable Fund
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Saxony Capital Management, LLC
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Keudell/Morrison Wealth Management
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Spectrum Wealth Counsel, LLC
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DAVENPORT & Co LLC
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Pinnacle Wealth Planning Services, Inc.
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|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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Boston Family Office Llc
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Hunting Hill Global Capital, LLC
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Wedbush Securities Inc
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CMG Global Holdings, LLC
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XY Planning Network, Inc.
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American Alpha Advisors, LLC
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Cottage Street Advisors LLC
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Accel Wealth Management
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MetLife Investment Management, LLC
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Chesapeake Wealth Management
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Kovitz Investment Group Partners, LLC
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Bailard, Inc.
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Invesco Ltd.
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Front Row Advisors LLC
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Commonwealth Equity Services, Llc
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|
Nwam Llc
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U.S. Capital Wealth Advisors, LLC
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|
CX Institutional
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|
Csenge Advisory Group
|
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|
First American Bank
|
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|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Connor, Clark & Lunn Investment Management Ltd.
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GPS Wealth Strategies Group, LLC
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Valmark Advisers, Inc.
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Salomon & Ludwin, LLC
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Foster Dykema Cabot & Partners, Llc
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BTG Pactual Asset Management US LLC
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Unique Wealth, Llc
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Argus Investors' Counsel, Inc.
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Efficient Advisors, LLC
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Keystone Global Partners, LLC
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|
MSH Capital Advisors LLC
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Next Capital Management LLC
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Blue Barn Wealth, LLC
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|
Patriot Investment Management Inc.
|
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|
Spinnaker Trust
|
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|
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|
Peoples Bank /oh
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|
Richard P Slaughter Associates Inc
|
|
|
|
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|
Regent Peak Wealth Advisors LLC
|
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|
Crestwood Advisors Group LLC
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|
Key FInancial Inc
|
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|
Eq Llc
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|
Hancock Whitney Corp
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Kingswood Wealth Advisors, Llc
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Transce3nd, LLC
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|
Hardin Capital Partners, LLC
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|
Nvwm, Llc
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|
Trust Co Of Toledo Na /oh/
|
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|
KG&L Capital Management,LLC
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Fort Point Capital Partners LLC
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Oak Family Advisors, Llc
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|
Fifth Third Securities, Inc.
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|
White Pine Capital Llc
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|
1st Source Bank
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|
EDGI - Advisors' Inner Circle Fund II - 3EDGE Dynamic International Equity ETF
|
|
|
|
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|
Brio Consultants, LLC
|
|
|
|
|
|
Coastline Trust Co
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|
|
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|
Cove Private Wealth, LLC
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|
Allen Mooney & Barnes Investment Advisors LLC
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|
Quadrant Capital Group Llc
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|
Brighton Jones Llc
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|
Schnieders Capital Management Llc
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|
Investment Partners, Ltd.
|
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|
|
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|
Arq Wealth Advisors, Llc
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|
Betterment LLC
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|
Holistic Financial Partners
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|
Canvas Wealth Advisors, LLC
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|
Insight Inv LLC
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Apollon Wealth Management, LLC
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|
Copley Financial Group, Inc.
|
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|
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|
Glenmede Trust Co Na
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|
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|
Bank Of Montreal /can/
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
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|
First National Corp /ma/ /adv
|
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|
National Asset Management, Inc.
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|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
|
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|
First Foundation Advisors
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|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
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|
Level Four Advisory Services, Llc
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|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
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|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
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|
|
|
Kings Path Partners LLC
|
|
|
|
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|
Murphy & Mullick Capital Management Corp
|
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|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
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|
Wade Financial Advisory, Inc
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|
|
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|
All Terrain Financial Advisors, LLC
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|
Bensler, LLC
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|
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|
Asset Planning Corporation
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|
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|
Salus Financial Advisors, LLC
|
|
|
|
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|
Howland Capital Management Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
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|
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|
State Board Of Administration Of Florida Retirement System
|
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|
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|
SPC Financial, Inc.
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|
Shorepoint Capital Partners LLC
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|
Eldridge Investment Advisors, Inc.
|
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|
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|
Breakwater Capital Group
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|
|
|
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|
Beacon Financial Group
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|
|
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|
Watershed Private Wealth Llc
|
|
|
|
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|
Genesee Capital Advisors, LLC
|
|
|
|
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|
Financial Advocates Investment Management
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|
Baron Financial Group, LLC
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|
Vestcor Inc
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|
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|
Tolleson Wealth Management, Inc.
|
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|
Heartwood Wealth Advisors LLC
|
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|
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|
First Financial Corp /in/
|
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|
Strategy Asset Managers Llc
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|
Aptus Capital Advisors, LLC
|
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|
|
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|
Providence First Trust Co
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|
PrairieView Partners, LLC
|
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|
Austin Private Wealth, LLC
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|
|
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Western Wealth Management, LLC
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Philip James Wealth Mangement, LLC
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Lifestyle Asset Management, Inc.
|
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|
HAP Trading, LLC
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|
Nepc Llc
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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MidWestOne Financial Group, Inc.
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Morling Financial Advisors, LLC
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Ryan Investment Management, Inc.
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|
Childress Capital Advisors, Llc
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Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
City State Bank
|
|
|
|
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|
Rehmann Capital Advisory Group
|
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|
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|
Sigma Planning Corp
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Northwest Bancshares, Inc.
|
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Cooperman Leon G
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Sagard Holdings Management Inc.
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|
Hansen & Associates Financial Group, Inc.
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|
|
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|
TRUE Private Wealth Advisors
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|
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|
Olistico Wealth, LLC
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|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6
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|
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|
SC&H Financial Advisors, Inc.
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Olympus Wealth Management, Llc
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Ullmann Financial Group, Inc.
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|
Qube Research & Technologies Ltd
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Citadel Advisors Llc
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|
Pitcairn Co
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
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|
Private Wealth Group, LLC
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|
|
|
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|
Mmbg Investment Advisors Co.
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|
|
|
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|
Grey Fox Wealth Advisors, LLC
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|
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|
Parkside Advisors LLC
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|
Acas, Llc
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|
Redhawk Wealth Advisors, Inc.
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|
Victory Financial Group, Llc
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|
Henrickson Nauta Wealth Advisors, Inc.
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|
|
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|
Townsquare Capital Llc
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|
CENTRAL TRUST Co
|
|
|
|
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|
Klingman & Associates, LLC
|
|
|
|
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|
GFG Capital, LLC
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|
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|
Dynamic Wealth Strategies, LLC
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|
Copperwynd Financial, LLC
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|
Choate Investment Advisors
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|
Birchbrook, Inc.
|
|
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|
MGB Wealth Management, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
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|
|
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Pinnacle Financial Partners Inc
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Audent Global Asset Management, LLC
|
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|
Koshinski Asset Management, Inc.
|
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|
Eight 31 Financial Llc
|
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Wesbanco Bank Inc
|
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|
|
Wells Trecaso Financial Group, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
Nyl Investors Llc
|
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|
Raymond James Financial Inc
|
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|
Granite Investment Partners, LLC
|
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|
Edge Financial Advisors LLC
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|
Full Sail Capital, LLC
|
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|
Waters Parkerson & Co., Llc
|
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Fortress Private Ledger, Llc
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Savant Capital, LLC
|
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|
Prosperity Planning, Inc.
|
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|
Ridgewood Investments LLC
|
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Glenmede Investment Management, LP
|
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|
Long Road Investment Counsel, LLC
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Wolverine Trading, Llc
|
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Wetzel Investment Advisors, Inc.
|
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|
Matrix Private Capital Group Llc
|
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Marquette Asset Management, LLC
|
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|
C M Bidwell & Associates Ltd
|
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|
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|
|
Embree Financial Group
|
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|
Provident Wealth Management, LLC
|
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|
|
Bank & Trust Co
|
|
|
|
|
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Sound View Wealth Advisors Group, LLC
|
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|
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Zhang Financial LLC
|
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|
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|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
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|
Advisors Preferred, LLC
|
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|
MONECO Advisors, LLC
|
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|
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|
Fwl Investment Management, Llc
|
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|
Trail Ridge Investment Advisors, LLC
|
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|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
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|
Webster Bank, N. A.
|
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|
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|
Atria Investments Llc
|
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|
Brian Low Financial Group, Llc
|
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|
Meridian Financial Partners LLC
|
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|
Diversified Trust Co
|
|
|
|
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|
Arkadios Wealth Advisors
|
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|
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|
Triasima Portfolio Management inc.
|
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|
|
|
|
M&t Bank Corp
|
|
|
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|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
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|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
MBL Wealth, LLC
|
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|
Osborne Partners Capital Management, Llc
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Rockbridge Investment Management, LCC
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
|
Forte Asset Management Llc
|
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Beacon Capital Management, LLC
|
|
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Horizon Advisory Services, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
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|
|
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|
AAFMAA Wealth Management & Trust LLC
|
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|
Chapin Davis, Inc.
|
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|
Mairs & Power Inc
|
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|
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|
Td Private Client Wealth Llc
|
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Mount Yale Investment Advisors, LLC
|
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|
Blue Chip Partners, Inc.
|
|
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|
Koss-Olinger Consulting, LLC
|
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|
Gotham Asset Management, LLC
|
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|
Argentarii, LLC
|
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|
Goldman Sachs Group Inc
|
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|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Blue Oak Capital, LLC
|
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|
Occidental Asset Management, LLC
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
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|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
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|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
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|
Clear Harbor Asset Management, LLC
|
|
|
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|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
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|
Soltis Investment Advisors LLC
|
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|
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|
|
Evoke Wealth, Llc
|
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|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Savior LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
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|
Principal Securities, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
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|
Powell Investment Advisors, LLC
|
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|
|
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|
Forefront Analytics, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Logan Stone Capital, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Whittier Trust Co
|
|
|
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|
|
LOM Asset Management Ltd
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Capital Advisors Inc/ok
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Chicago Partners Investment Group LLC
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SimpliFi, Inc.
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Lmcg Investments, Llc
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Forum Financial Management, LP
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
|
Mondrian Investment Partners LTD
|
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Fft Wealth Management Llc
|
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|
|
First National Advisers, LLC
|
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|
|
|
|
Lighthouse Financial LLC
|
|
|
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|
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Berkshire Bank
|
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|
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|
|
Pacific Capital Wealth Advisors, Inc
|
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|
|
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Gerber Kawasaki Wealth & Investment Management
|
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|
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|
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Manchester Capital Management LLC
|
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|
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Ami Investment Management Inc
|
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Trexquant Investment LP
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Ethos Financial Group, LLC
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Sunflower Bank, N.A.
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WealthBridge Investment Counsel Inc.
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JMG Financial Group, Ltd.
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Kera Capital Partners, Inc.
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Anb Bank
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Oppenheimer & Co Inc
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Retirement Planning Group
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SBI Securities Co., Ltd.
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Hoge Financial Services, Llc
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Ballast Advisors Llc
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Clifford Swan Investment Counsel Llc
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Bay Harbor Wealth Management, LLC
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SFG Wealth Management, LLC.
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Callan Family Office, LLC
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Guardian Wealth Advisors, Llc / Nc
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Aua Capital Management, Llc
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Bank Of Stockton
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First Horizon Advisors, Inc.
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Fortitude Family Office, LLC
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Bremer Bank National Association
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PMV Capital Advisers, LLC
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Great Valley Advisor Group, Inc.
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
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Castleark Management Llc
|
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Bank of New York Mellon Corp
|
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Clear Creek Financial Management, LLC
|
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Keybank National Association/oh
|
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Resonant Capital Advisors, LLC
|
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|
Adell Harriman & Carpenter Inc
|
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|
|
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Balanced Wealth Group Llc
|
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|
Mercer Global Advisors Inc /adv
|
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|
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Victory Capital Management Inc
|
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Hubbell Strickland Wealth Management, LLC
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Gould Asset Management Llc /ca/
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Traynor Capital Management, Inc.
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Northside Capital Management, LLC
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Patten Group, Inc.
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Newport Capital Group, LLC
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Legal & General Group Plc
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Allianz Asset Management GmbH
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Hilltop National Bank
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Madden Advisory Services, Inc.
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Sittner & Nelson, Llc
|
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Hemington Wealth Management
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Pensionmark Financial Group, Llc
|
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|
|
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TFB Advisors LLC
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Evergreen Capital Management Llc
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Sentinel Wealth Management, Inc.
|
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Optas, LLC
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Noble Family Wealth, LLC
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New Harbor Financial Group, LLC
|
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Asset Dedication, LLC
|
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MKT Advisors LLC
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M.e. Allison & Co., Inc.
|
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Red Lighthouse Investment Management, Llc
|
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Hills Bank & Trust Co
|
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|
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Evercore Wealth Management, LLC
|
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|
|
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Perennial Investment Advisors, LLC
|
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|
|
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|
Great Diamond Partners, LLC
|
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|
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Sargent Investment Group, LLC
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Regions Financial Corp
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Ronald Blue Trust, Inc.
|
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|
Colony Group, LLC
|
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Massmutual Trust Co Fsb/adv
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Latigo Investments, LLC
|
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Planned Solutions, Inc.
|
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|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
|
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|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
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Rockland Trust Co
|
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Red Cedar Investment Management, Llc
|
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Savvy Advisors, Inc.
|
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Macroview Investment Management Llc
|
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Fairscale Capital, LLC
|
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|
BlackRock, Inc.
|
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|
Riversedge Advisors, Llc
|
|
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Portland Global Advisors LLC
|
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|
|
|
Panagora Asset Management Inc
|
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|
|
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Umb Bank N A/mo
|
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Commerce Bank
|
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|
HFG Advisors, Inc.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
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|
Avant Financial Advisors LLC
|
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|
|
Moneta Group Investment Advisors Llc
|
|
|
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
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Omnia Family Wealth, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Private Capital Management Llc
|
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|
Bearing Point Capital, Llc
|
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|
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|
Nikulski Financial, Inc.
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Metropolitan Life Insurance Co/ny
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
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|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
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Fonville Wealth Management LLC
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Moss Adams Wealth Advisors LLC
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AlphaStar Capital Management, LLC
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Blair William & Co/il
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Folger Nolan Fleming Douglas Capital Management, Inc
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Acadian Asset Management Llc
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Wealthspire Advisors, LLC
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Richards, Merrill & Peterson, Inc.
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Bnp Paribas Arbitrage, Sa
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Brown Brothers Harriman & Co
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Litman Gregory Asset Management LLC
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QTR Family Wealth, LLC
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Ameriflex Group, Inc.
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Mackenzie Financial Corp
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Stifel Financial Corp
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Core Wealth Advisors, Inc.
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N.E.W. Advisory Services LLC
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Alexander Randolph Advisory Inc
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Harwood Advisory Group, LLC
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Davidson Trust Co
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Ellevest, Inc.
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Oakworth Capital, Inc.
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Principal Financial Group Inc
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Old National Bancorp /in/
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Wealthcare Advisory Partners LLC
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Twin Tree Management, LP
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Accredited Investors Inc.
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Pnc Financial Services Group, Inc.
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Pure Financial Advisors, Inc.
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Ausdal Financial Partners, Inc.
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Exchange Traded Concepts, Llc
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Grant/GrossMendelsohn, LLC
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Oppenheimer Asset Management Inc.
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Vista Private Wealth Partners. LLC
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Tarbox Family Office, Inc.
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Horrell Capital Management, Inc.
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Elevatus Welath Management
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Jfs Wealth Advisors, Llc
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
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Richwood Investment Advisors, LLC
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Liberty Wealth Management Llc
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Two Sigma Securities, Llc
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HighTower Advisors, LLC
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Private Client Services, Llc
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Peak Asset Management, LLC
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Garrett Investment Advisors LLC
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Argent Advisors, Inc.
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Kavar Capital Partners Group, Llc
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ABLE Financial Group, LLC
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Armbruster Capital Management, Inc.
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Cary Street Partners Financial Llc
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M1 Capital Management LLC
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Kestra Investment Management, LLC
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Private Wealth Management Group, LLC
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Zions Bancorporation, National Association /ut/
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Foster Victor Wealth Advisors, LLC
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Cambridge Associates Llc /ma/ /adv
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Hackensack Meridian Health, Inc.
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Capital Advisors, Ltd. LLC
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DDFG, Inc
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Putnam Fl Investment Management Co
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IMA Wealth, Inc.
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Biltmore Family Office, LLC
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Gs Investments, Inc.
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Mine & Arao Wealth Creation & Management, LLC.
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Noble Wealth Management PBC
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Colonial Trust Co / SC
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
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Colony Family Offices, LLC
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InTrack Investment Management Inc
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Gladwyn Financial Advisors, Inc.
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Topsail Wealth Management, LLC
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Yardley Wealth Management LLC
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Grant Street Asset Management, Inc.
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Gerber, Llc
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Chilton Investment Co Llc
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One Capital Management, LLC
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Garde Capital, Inc.
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Sentinel Trust Co Lba
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WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A
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Strs Ohio
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Three Bridge Wealth Advisors, LLC
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Sageworth Trust Co of South Dakota
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First Heartland Consultants, Inc.
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Lavaca Capital Llc
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Boreal Capital Management LLC
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Trilogy Capital Inc.
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Ntv Asset Management Llc
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Corepath Wealth Partners Llc
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Lcnb Corp
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Wedmont Private Capital
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RVW Wealth, LLC
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Gradient Capital Advisors, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Sterling Group Wealth Management, LLC
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Rebalance, Llc
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Quaker Wealth Management, LLC
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Sequoia Financial Advisors, LLC
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Northeast Investment Management
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Alliancebernstein L.p.
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Caerus Investment Advisors, LLC
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Orgel Wealth Management, LLC
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Wealth Dimensions Group, Ltd.
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Park Avenue Securities Llc
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Zrc Wealth Management, Llc
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Kozak & Associates, Inc.
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Franklin, Parlapiano, Turner & Welch, LLC
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Windsor Capital Management, LLC
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Patton Fund Management, Inc.
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Capital Advantage, Inc.
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Cynosure Management, Llc
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Bright Financial Advisors, Inc.
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Pennsylvania Capital Management Inc /adv
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Oldfather Financial Services, LLC
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Main Street Financial Solutions, LLC
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Monte Financial Group, LLC
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CWA Asset Management Group, LLC
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First Trust Advisors Lp
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Continuum Advisory, LLC
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Truefg, Llc
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Bridgewater Advisors Inc.
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Sound Stewardship, LLC
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Laird Norton Trust Company, Llc
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Nations Financial Group Inc, /ia/ /adv
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Affiance Financial, LLC
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Vontobel Holding Ltd.
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Ameritas Investment Partners, Inc.
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Perigon Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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DB Fitzpatrick & Co, Inc
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Bollard Group LLC
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Fi3 FINANCIAL ADVISORS, LLC
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OneAscent Financial Services LLC
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SCS Capital Management LLC
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Anchor Investment Management, LLC
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Sachetta, LLC
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Johnson Financial Group, Inc.
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Parallax Volatility Advisers, L.P.
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Fort Washington Investment Advisors Inc /oh/
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Aspen Capital Management, LLC
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Virtue Capital Management, LLC
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Bokf, Na
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Jackson, Grant Investment Advisers, Inc.
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Heritage Wealth Advisors
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Valued Wealth Advisors LLC
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Azimuth Capital Investment Management LLC
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Arrowstreet Capital, Limited Partnership
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PKS Advisory Services, LLC
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Climber Capital SA
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Quotient Wealth Partners, LLC
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OMNI 360 Wealth, Inc.
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GAMMA Investing LLC
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SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
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Saxon Interests, Inc.
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Ironwood Financial, llc
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BCJ Capital Management, LLC
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Venture Visionary Partners LLC
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Red Tortoise LLC
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Private Management Group Inc
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Wolff Financial Management Llc
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Richmond Investment Services, LLC
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Brass Tax Wealth Management, Inc
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SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1
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Vanguard Group Inc
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B&l Asset Management Llc
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Curated Wealth Partners LLC
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WFA of San Diego, LLC
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HMS Capital Management, LLC
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Community Trust & Investment Co
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NorthRock Partners, LLC
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Financial Advisors Network, Inc.
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Skopos Labs, Inc.
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Integrity Financial Corp /WA
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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Stephenson National Bank & Trust
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Cape Ann Savings Bank
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HT Partners LLC
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Concord Asset Management, LLC/VA
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Schrum Private Wealth Management LLC
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West Financial Advisors, LLC
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Bordeaux Wealth Advisors LLC
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Gamco Investors, Inc. Et Al
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Family Office Research LLC
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LaSalle St. Investment Advisors, LLC
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Ironwood Wealth Management, LLC.
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Arbor Investment Advisors, LLC
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CHURCHILL MANAGEMENT Corp
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Peapack Gladstone Financial Corp
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Vista Capital Partners, Inc.
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Ashford Advisors, LLC
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Bill Few Associates, Inc.
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Sei Investments Co
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Hengehold Capital Management Llc
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Eagle Rock Investment Company, Llc
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Nicholas Hoffman & Company, LLC.
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Ameriprise Financial Inc
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Private Wealth Asset Management, LLC
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Trinity Financial Advisors LLC
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Creative Planning
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Amara Financial, Llc.
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Bessemer Group Inc
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Td Asset Management Inc
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Deroy & Devereaux Private Investment Counsel Inc
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Brown Advisory Inc
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Summit Wealth Group Llc / Co
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Apexium Financial, Lp
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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Titleist Asset Management, Llc
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Becker Capital Management Inc
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Sensible Money, LLC
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GLOBALT Investments LLC / GA
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Northern Trust Corp
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Smithfield Trust Co
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Santori & Peters, Inc.
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Pitti Group Wealth Management, LLC
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Integris Wealth Management, LLC
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Provenance Wealth Advisors, LLC
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Colonial Trust Advisors
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Squarepoint Ops LLC
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St Germain D J Co Inc
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Insigneo Advisory Services, Llc
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MTM Investment Management, LLC
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Greenland Capital Management LP
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Intrua Financial, LLC
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CIBC World Markets Inc.
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iA Global Asset Management Inc.
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Family Legacy Financial Solutions, LLC
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Bedel Financial Consulting, Inc.
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New England Private Wealth Advisors LLC
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4Thought Financial Group Inc.
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Ellis Investment Partners, LLC
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Johnson & White Wealth Management, LLC
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Tanaka Capital Management Inc
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Lakeridge Wealth Management LLC
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Awm Capital, Llc
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Sovereign Financial Group, Inc.
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Miramar Fiduciary Corp
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Roman Butler Fullerton & Co
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Ensign Peak Advisors, Inc
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Harbor Investment Advisory, Llc
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Cambridge Advisors Inc.
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Ancora Advisors, LLC
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Baird Financial Group, Inc.
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MidAtlantic Capital Management, Inc.
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Clarity Financial LLC
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Builder Investment Group Inc /adv
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Gibson Capital, LLC
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Palisade Asset Management, LLC
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Vance Wealth, Inc.
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Paladin Advisory Group, LLC
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IHT Wealth Management, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Antonelli Financial Advisors, LLC
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Centerpoint Advisors, LLC
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Rappaport Reiches Capital Management, LLC
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Beaumont Financial Advisors, LLC
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Aqr Capital Management Llc
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JNBA Financial Advisors
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Avalon Trust Co
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WealthCollab, LLC
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Maryland Capital Advisors Inc.
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Purkiss Capital Advisors LLC
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Main Management LLC
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Councilmark Asset Management, LLC
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Sepio Capital, LP
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Central Pacific Bank - Trust Division
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Freestone Capital Holdings, LLC
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Cerity Partners LLC
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Wetherby Asset Management Inc
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Hillcrest Wealth Advisors - NY, LLC
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Allspring Global Investments Holdings, LLC
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Field & Main Bank
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Mizuho Markets Americas Llc
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GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
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Joel Isaacson & Co., LLC
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Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
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Midwest Trust Co
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James Investment Research Inc
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Argent Trust Co
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Pathstone Holdings, LLC
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Seven Post Investment Office LP
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Aristotle Capital Management, LLC
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Beutel, Goodman & Co Ltd.
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Westside Investment Management, Inc.
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Granby Capital Management, LLC
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Inspire Trust Co, N.a.
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ORBA Wealth Advisors, L.L.C.
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GoalVest Advisory LLC
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GFS Advisors, LLC
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Albion Financial Group /ut
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Steigerwald, Gordon & Koch Inc.
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Warren Averett Asset Management, LLC
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Deutsche Bank Ag\
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Manufacturers Life Insurance Company, The
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Inlight Wealth Management, LLC
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Hm Payson & Co
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Headinvest, Llc
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Valeo Financial Advisors, LLC
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Advisors Capital Management, LLC
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|
Bristlecone Advisors, LLC
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Wilkins Miller Wealth Management, LLC
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Stage Harbor Financial, Llc
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Nbt Bank N A /ny
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CSM Advisors, LLC
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Chemistry Wealth Management LLC
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Adviser Investments LLC
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Norden Group Llc
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Aspen Investment Management Inc
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EFG Asset Management (Americas) Corp.
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Greenfield Savings Bank
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Integrated Wealth Concepts LLC
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Trust Co Of Vermont
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Granite FO LLC
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Consilium Wealth Advisory, LLC
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Royal Bank Of Canada
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Zacks Investment Management
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Sig Brokerage, Lp
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Second Line Capital, LLC
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Truepoint, Inc.
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Select Asset Management & Trust
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Founders Grove Wealth Partners, Llc
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Wcm Investment Management, Llc
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Evernest Financial Advisors, LLC
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Athena Investment Management
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Northstar Financial Companies, Inc.
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MontVue Capital Management, Inc.
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LJI Wealth Management, LLC
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Shayne & Co., Llc
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Veracity Capital LLC
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Weaver Capital Management LLC
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