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NorthRock Partners, LLC
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Collier Financial
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Townsend Asset Management Corp /nc/ /adv
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CENTRAL TRUST Co
|
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We Are One Seven, LLC
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Integris Wealth Management, LLC
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Motiv8 Investments LLC
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United Capital Financial Advisers, Llc
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BOS Asset Management, LLC
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Fedenia Advisers LLC
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Warren Averett Asset Management, LLC
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Jones Financial Companies Lllp
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Cornerstone Planning Group LLC
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Probity Advisors, Inc.
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IHT Wealth Management, LLC
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Verus Wealth Management, Llc
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Vestmark Advisory Solutions, Inc.
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Keel Point, LLC
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TSA Wealth Managment LLC
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Capital Analysts, Inc.
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Concurrent Investment Advisors, LLC
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Colonial Trust Advisors
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American National Bank
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Archer Investment Corp
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Change Path, LLC
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Wedbush Securities Inc
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
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Global Retirement Partners, LLC
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Oak Harbor Wealth Partners, Llc
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Hazlett, Burt & Watson, Inc.
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
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Bear Mountain Capital, Inc.
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CIBC Asset Management Inc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Fourth Dimension Wealth, LLC
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Moors & Cabot, Inc.
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Pictet Asset Management Holding SA
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CX Institutional
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Avidian Wealth Solutions, LLC
|
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Country Trust Bank
|
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Us Financial Advisors, Llc
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Peapack Gladstone Financial Corp
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Parkside Financial Bank & Trust
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SBI Securities Co., Ltd.
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Alliancebernstein L.p.
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City Holding Co
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Boyd Watterson Asset Management Llc/oh
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Cetera Investment Advisers
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Nations Financial Group Inc, /ia/ /adv
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Tiaa Trust, National Association
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Garden State Investment Advisory Services LLC
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Victory Capital Management Inc
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Apeiron RIA LLC
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Simplicity Wealth,LLC
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Crossmark Global Holdings, Inc.
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Founders Financial Alliance, LLC
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Apollon Wealth Management, LLC
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First Horizon Advisors, Inc.
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Checchi Capital Advisers, LLC
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Cullen/frost Bankers, Inc.
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Steward Partners Investment Advisory, Llc
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Geneos Wealth Management Inc.
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Allianz Asset Management GmbH
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Integrated Wealth Concepts LLC
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St Germain D J Co Inc
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Shore Point Advisors, LLC
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Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio
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Sage Advisory Services, Ltd.Co.
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Founders Financial Securities Llc
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Meeder Asset Management Inc
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Brown, Lisle/cummings, Inc.
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Croban
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Mma Asset Management Llc
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Copperleaf Capital, LLC
|
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Defined Wealth Management, Llc
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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|
Franklin Resources Inc
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Farther Finance Advisors, LLC
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Cape Cod Five Cents Savings Bank
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Oliver Lagore Vanvalin Investment Group
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Howard Capital Management Inc.
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Cresset Asset Management, LLC
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My Legacy Advisors, LLC
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Dimension Capital Management Llc
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10Elms LLP
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Two West Capital Advisors LLC
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Savant Capital, LLC
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Scotia Capital Inc.
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Sequoia Financial Advisors, LLC
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HF Advisory Group, LLC
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Patriot Financial Group Insurance Agency, LLC
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SRS Capital Advisors, Inc.
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Equitable Holdings, Inc.
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Capstone Investment Advisors, Llc
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Advisory Resource Group
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Soltis Investment Advisors LLC
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Quest 10 Wealth Builders, Inc.
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Triad Wealth Partners, LLC
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Capital Investment Counsel, Inc
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Main Management LLC
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Strategic Financial Services, Inc,
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Ogorek Anthony Joseph /ny/ /adv
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Columbus Macro, LLC
|
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Rehmann Capital Advisory Group
|
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Citizens & Northern Corp
|
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|
Argent Trust Co
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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Bay Harbor Wealth Management, LLC
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White Lighthouse Investment Management Inc.
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Ronald Blue Trust, Inc.
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PFS Partners, LLC
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Victory Financial Group, Llc
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Clune & Associates, Ltd.
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Continuum Advisory, LLC
|
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BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares
|
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|
Bank of New York Mellon Corp
|
|
|
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|
Mmbg Investment Advisors Co.
|
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|
Creekside Partners
|
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Zrc Wealth Management, Llc
|
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|
Icon Wealth Advisors, LLC
|
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|
Financial Network Wealth Management LLC
|
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|
Glass Jacobson Investment Advisors llc
|
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|
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|
Nwam Llc
|
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|
|
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Investors Research Corp
|
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HCR Wealth Advisors
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Transamerica Financial Advisors, Inc.
|
|
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|
|
|
WARAX - WELLS FARGO FUNDS TRUST - Wells Fargo Absolute Return Fund Class A
|
|
|
|
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|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Rockingstone Advisors LLC
|
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|
|
|
|
Centurion Wealth Management LLC
|
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|
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|
Braun-Bostich & Associates Inc.
|
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|
Oxford Financial Group Ltd
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|
Kingswood Wealth Advisors, Llc
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
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Adviser Investments LLC
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Blue Fin Capital, Inc.
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|
FDx Advisors, Inc.
|
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|
Centennial Bank/AR/
|
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|
Spire Wealth Management
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|
|
AlphaCore Capital LLC
|
|
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
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|
|
|
|
Covestor Ltd
|
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|
Perigon Wealth Management, LLC
|
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|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
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|
|
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|
Kilter Group LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Signal Advisors Wealth, LLC
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|
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|
Rinkey Investments
|
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|
Mission Creek Capital Partners, Inc.
|
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|
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|
National Asset Management, Inc.
|
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|
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|
Hoxton Planning & Management, LLC
|
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|
Diversify Advisory Services, LLC
|
|
|
|
|
|
CRMVX - PFS FUNDS - Conquer Risk Managed Volatility Fund
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
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|
Pnc Financial Services Group, Inc.
|
|
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|
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|
Dynamic Advisor Solutions LLC
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|
1832 Asset Management L.P.
|
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|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
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|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
EAAFX - WELLS FARGO FUNDS TRUST - Wells Fargo Asset Allocation Fund Class A
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Csenge Advisory Group
|
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|
|
|
|
Liberty Wealth Management Llc
|
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|
Olistico Wealth, LLC
|
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|
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|
WPG Advisers, LLC
|
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|
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|
Frazier Financial Advisors, LLC
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
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|
|
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|
Van Hulzen Asset Management, LLC
|
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|
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|
Fundamentun, Llc
|
|
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|
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|
Winch Advisory Services, LLC
|
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|
Royal Bank Of Canada
|
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|
Barrett & Company, Inc.
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
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|
Insight Advisors, LLC/ PA
|
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|
|
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|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
|
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|
Lido Advisors, LLC
|
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|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
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|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
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|
Front Row Advisors LLC
|
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|
|
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|
Vertex Planning Partners, LLC
|
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|
|
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|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
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|
Capital Insight Partners, Llc
|
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|
Emerald Investment Partners, Llc
|
|
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|
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|
Ameliora Wealth Management Ltd.
|
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|
|
|
|
Capula Management Ltd
|
|
|
|
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|
LexAurum Advisors, LLC
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
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|
Advisors Capital Management, LLC
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
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|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
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|
|
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|
PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Kensington Asset Management, LLC
|
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|
West Branch Capital LLC
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
|
|
Ironwood Wealth Management, LLC.
|
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|
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
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|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
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|
Private Advisor Group, LLC
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|
IFG Advisory, LLC
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|
Eqis Capital Management, Inc.
|
|
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|
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|
POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
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|
BankPlus Trust Department
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|
|
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|
Baird Financial Group, Inc.
|
|
|
|
|
|
Operose Advisors LLC
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|
|
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|
Rsm Us Wealth Management Llc
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|
Ally Invest Advisors Inc.
|
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|
|
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|
Crewe Advisors LLC
|
|
|
|
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|
Nilsine Partners, LLC
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|
Creative Planning
|
|
|
|
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|
American Capital Advisory, LLC
|
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|
|
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|
Colonial Trust Co / SC
|
|
|
|
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|
Advisory Services Network, LLC
|
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|
|
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|
BlackRock, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
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|
Evergreen Capital Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
One Wealth Advisors, LLC
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|
|
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|
Duncan Williams Asset Management, LLC
|
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|
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|
Skopos Labs, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
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Mirae Asset Global Investments Co., Ltd.
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Penobscot Wealth Management
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Gries Financial Llc
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Monument Capital Management
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Parallel Advisors, LLC
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Trust Co Of Toledo Na /oh/
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Cardinal Strategic Wealth Guidance
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Range Financial Group LLC
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BLB&B Advisors, LLC
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Harwood Advisory Group, LLC
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KC Investment Advisors, LLC
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Unique Wealth, Llc
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Sofos Investments, Inc.
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PayPay Securities Corp
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Exencial Wealth Advisors, Llc
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Richmond Investment Services, LLC
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Tidemark, LLC
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Brown Wealth Management, Llc
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Binnacle Investments Inc
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IFP Advisors, Inc
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Retirement Wealth Solutions LLC
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DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A
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Howe & Rusling Inc
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Private Wealth Asset Management, LLC
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Stratos Wealth Partners, LTD.
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Umb Bank N A/mo
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REAP Financial Group, LLC
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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Snowden Capital Advisors LLC
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BCU Wealth Advisors, LLC
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Ubs Asset Management Americas Inc
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Private Advisory Group LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Murphy, Middleton, Hinkle & Parker, Inc.
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Abacus Wealth Partners, LLC
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Quadrant Private Wealth Management, LLC
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Nomura Asset Management Co Ltd
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Spectrum Planning & Advisory Services Inc.
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North Star Investment Management Corp.
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Washington Trust Bank
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Stelac Advisory Services LLC
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Pinney & Scofield, Inc.
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Wealth Advisory Solutions, LLC
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Central Bank & Trust Co
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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Two Sigma Securities, Llc
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Wealthfront Advisers Llc
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Asset Management One Co., Ltd.
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Trust Point Inc.
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ShoreHaven Wealth Partners, LLC
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Verus Capital Partners, Llc
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Merit Financial Group, LLC
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Fort Washington Investment Advisors Inc /oh/
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Legacy Investment Solutions, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
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Gridiron Partners, LLC
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HCMFX - NORTHERN LIGHTS FUND TRUST III - HCM Dynamic Income Fund Investor Class Shares
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
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MTM Investment Management, LLC
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Cannon Financial Strategists, Inc.
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Bartlett & Co. Wealth Management Llc
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Clear Investment Research, Llc
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Modern Wealth Management, LLC
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Strategic Wealth Partners, Ltd.
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Kingsview Wealth Management, LLC
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Phillips Financial Management, Llc
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Parr Mcknight Wealth Management Group, Llc
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Commons Capital, Llc
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Readystate Asset Management Lp
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Dynamic Wealth Strategies, LLC
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Garde Capital, Inc.
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Strategic Investment Advisors / MI
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Cambridge Investment Research Advisors, Inc.
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Natixis
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Millennium Management Llc
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FORM Wealth Advisors, LLC
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Signet Financial Management, Llc
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Pacifica Partners Inc.
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Nbt Bank N A /ny
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Compass Capital Corp /ma/ /adv
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EP Wealth Advisors, Inc.
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Invictus Private Wealth, Llc
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Crowley Wealth Management, Inc.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Ameriflex Group, Inc.
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Invesco Ltd.
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Wolf Group Capital Advisors
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Empirical Asset Management, LLC
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Mount Yale Investment Advisors, LLC
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Hsbc Holdings Plc
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GW&K Investment Management, LLC
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Insight Wealth Partners, LLC
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Atria Wealth Solutions, Inc.
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Transce3nd, LLC
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Key FInancial Inc
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Betterment LLC
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Quaker Wealth Management, LLC
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Modera Wealth Management, LLC
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Sharper & Granite LLC
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Ascent Group, LLC
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Migdal Insurance & Financial Holdings Ltd.
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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Mount Lucas Management LP
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Voya Financial Advisors, Inc.
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Exchange Traded Concepts, Llc
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Kickstand Ventures, Llc.
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Hexagon Capital Partners LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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TD Capital Management LLC
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Atria Investments Llc
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Synergy Financial Management, LLC
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AlTi Global, Inc.
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Caisse De Depot Et Placement Du Quebec
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Northwestern Mutual Wealth Management Co
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Concord Wealth Partners
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Per Stirling Capital Management, LLC.
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Impact Partnership Wealth, LLC
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WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
|
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|
State Farm Mutual Automobile Insurance Co
|
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|
Alerus Financial Na
|
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OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Walleye Capital LLC
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RFG Advisory, LLC
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Mariner, LLC
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Assetmark, Inc
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Vontobel Holding Ltd.
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Bank Julius Baer & Co. Ltd, Zurich
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Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund
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One Wealth Capital Management, Llc
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Gateway Wealth Partners, LLC
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Pandora Wealth, Inc.
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1 North Wealth Services Llc
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Addison Advisors LLC
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Varma Mutual Pension Insurance Co
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Goldstone Financial Group, LLC
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Retirement Investment Advisors, Inc.
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Arete Wealth Advisors, LLC
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Tradition Wealth Management, LLC
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Mitsubishi UFJ Trust & Banking Corp
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|
RDA Financial Network
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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|
Westside Investment Management, Inc.
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Bennett Associates Wealth Management
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Alpha Omega Wealth Management LLC
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BOK Financial Private Wealth, Inc.
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Advisor Group Holdings, Inc.
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Life Planning Partners, Inc
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Park Place Capital Corp
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Solstein Capital, LLC
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LPL Financial LLC
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Kiker Wealth Management, LLC
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BlackRock ESG Capital Allocation Trust
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Sound Income Strategies, LLC
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Sentinus, LLC
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Keystone Wealth Services, LLC
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StoneX Group Inc.
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CIBC Private Wealth Group, LLC
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Whittier Trust Co Of Nevada Inc
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Elequin Capital Lp
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Foundations Investment Advisors, LLC
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Advisors Asset Management, Inc.
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Avion Wealth
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Huntington National Bank
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|
Twin Peaks Wealth Advisors, LLC
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|
Tsfg, Llc
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BKM Wealth Management, LLC
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|
Susquehanna International Group, Llp
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Innealta Capital, Llc
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Capital A Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Manufacturers Life Insurance Company, The
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Affinity Capital Advisors, LLC
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|
Manning & Napier Advisors Llc
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Sax Wealth Advisors, Llc
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David R. Rahn & Associates Inc.
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Pinnacle Wealth Planning Services, Inc.
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Endowment Wealth Management, Inc.
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Anchor Pointe Wealth Management, LLC
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CoreCap Advisors, LLC
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iA Global Asset Management Inc.
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New Republic Capital, LLC
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Stevens Capital Management Lp
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J.Safra Asset Management Corp
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|
Wagner Wealth Management, Llc
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|
Postrock Partners Llc
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|
UBS Group AG
|
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|
Red Lighthouse Investment Management, Llc
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|
Redwood Investment Management, Llc
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GAMMA Investing LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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J.w. Cole Advisors, Inc.
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Russell Investments Group, Ltd.
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Idaho Trust Bank
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WealthPLAN Partners, LLC
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|
Barclays Plc
|
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|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
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|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
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|
|
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|
Principia Wealth Advisory, LLC
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|
Pharo Management, Inc.
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Plante Moran Financial Advisors, LLC
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Pflug Koory, LLC
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Endeavor Private Wealth, Inc.
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|
Banco Santander, S.A.
|
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|
|
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|
KKM Financial LLC
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|
|
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|
Atlantic Union Bankshares Corp
|
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|
Private Wealth Advisors, LLC
|
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|
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Sutton Place Investors Llc
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Optivise Advisory Services LLC
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Frisch Financial Group, Inc.
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|
Pensionmark Financial Group, Llc
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Running Point Capital Advisors, LLC
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|
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|
Net Worth Advisory Group
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|
|
|
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|
Northern Lights Fund Trust - Ocean Park High Income ETF
|
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|
|
|
|
Gladstone Institutional Advisory LLC
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|
Deutsche Bank Ag\
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MJT & Associates Financial Advisory Group, Inc.
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|
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|
Carter Financial Group, INC.
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Bogart Wealth, LLC
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|
Mpwm Advisory Solutions, Llc
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|
|
|
BRYN MAWR TRUST Co
|
|
|
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|
Qube Research & Technologies Ltd
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|
First Interstate Bank
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|
Focus Financial Network, Inc.
|
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|
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|
Stifel Financial Corp
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|
|
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|
Cohen Investment Advisors LLC
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|
SigFig Wealth Management, LLC
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|
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|
Saxony Capital Management, LLC
|
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|
|
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|
Adventist Health System Sunbelt Healthcare Corp
|
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|
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|
Ckw Financial Group
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|
|
|
|
Kings Path Partners LLC
|
|
|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
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|
Dravo Bay Llc
|
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|
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|
Petix & Botte Co
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
GPINX - GPS Funds II - GuidePath(R) Income Fund
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|
|
|
|
|
Crabel Capital Management, LLC
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|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
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|
|
|
|
Wolff Wiese Magana Llc
|
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|
|
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|
Summit Global Investments
|
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|
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|
PAX Financial Group, LLC
|
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|
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Regions Financial Corp
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|
Berger Financial Group, Inc
|
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|
Armstrong Advisory Group, Inc
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Pettinga Financial Advisors, LLC
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|
D. E. Shaw & Co., Inc.
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|
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|
Financial Advisors Network, Inc.
|
|
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|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
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|
First Citizens Bank & Trust Co
|
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|
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|
Center For Asset Management LLC
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|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
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|
Old National Bancorp /in/
|
|
|
|
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|
Westmount Partners, LLC
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|
Finley Financial, LLC
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|
Sumitomo Mitsui Financial Group, Inc.
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|
Janus Henderson Group Plc
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|
Omega Financial Group, LLC
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|
Strategic Financial Partners, Ltd.
|
|
|
|
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|
Shared Vision Wealth Group LLC
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|
|
|
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|
Prime Capital Investment Advisors, LLC
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|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
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|
Guggenheim Capital Llc
|
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|
|
|
|
Ffg Retirement Advisors Llc
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|
Titan Global Capital Management Usa Llc
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|
Yukon Wealth Management, Inc.
|
|
|
|
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|
North Forty Two & Co.
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|
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|
DRW Securities, LLC
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|
Gen-Wealth Partners Inc
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|
|
|
|
|
VisionPoint Advisory Group, LLC
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|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Friedenthal Financial
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|
|
|
|
|
Comerica Bank
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|
|
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|
Choate Investment Advisors
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|
Redhawk Wealth Advisors, Inc.
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|
|
|
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|
Prudent Investors Network
|
|
|
|
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|
Congress Wealth Management LLC / DE /
|
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|
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Cerity Partners LLC
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Americana Partners, LLC
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Us Bancorp \de\
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Dai-ichi Life Holdings, Inc.
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City National Bank Of Florida /msd
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MAI Capital Management
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First Command Advisory Services, Inc.
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Raleigh Capital Management Inc.
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Dorsey & Whitney Trust CO LLC
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National Bank Of Canada /fi/
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Clearview Wealth Advisors LLC
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SG Americas Securities, LLC
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Martel Wealth Advisors Inc
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Ashton Thomas Private Wealth, LLC
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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ONE Advisory Partners, LLC
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Prosperity Consulting Group, LLC
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Great Diamond Partners, LLC
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Aqr Capital Management Llc
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WealthTrak Capital Management LLC
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Fmr Llc
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CFS Investment Advisory Services, LLC
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Orion Portfolio Solutions, LLC
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Summit Financial, LLC
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North Ridge Wealth Advisors, Inc.
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Ameritas Investment Partners, Inc.
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McAdam, LLC
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Vision Financial Markets Llc
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First Heartland Consultants, Inc.
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Maia Wealth LLC
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Bank Of Montreal /can/
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Investor's Fiduciary Advisor Network, LLC
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HTFNX - Horizon Funds - Horizon Tactical Fixed Income Fund Investor Class
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Kelly Financial Services LLC
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Transcend Wealth Collective, Llc
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American Financial & Tax Strategies Inc
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Regal Investment Advisors LLC
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Northern Lights Fund Trust - Ocean Park Diversified Income ETF
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Regimen Wealth, Llc
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Quintet Private Bank (Europe) S.A.
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Kovack Advisors, Inc.
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Ballast Advisors Llc
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United Advisor Group, LLC
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Matisse Capital
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Blair William & Co/il
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Ariadne Wealth Management, LP
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Camden Capital, LLC
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SOA Wealth Advisors, LLC.
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Jpmorgan Chase & Co
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Bessemer Group Inc
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TD Waterhouse Canada Inc.
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Unison Advisors LLC
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EFG Asset Management (Americas) Corp.
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Strategic Blueprint, LLC
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Toroso Investments, LLC
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Ancora Advisors, LLC
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Keystone Financial Services
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Larson Financial Group LLC
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Whittier Trust Co
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Wells Fargo & Company/mn
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Principal Financial Group Inc
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Private Trust Co Na
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Wealth Alliance
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BlackRock Credit Strategies Fund
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POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
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Blueprint Financial Advisors LLC
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Intellectus Partners, LLC
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Hilltop Holdings Inc.
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ORG Wealth Partners, LLC
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McIlrath & Eck, LLC
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Leavell Investment Management, Inc.
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Angeles Wealth Management, Llc
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AdvisorNet Financial, Inc
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Guardian Wealth Advisors, Llc / Nc
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GPS Wealth Strategies Group, LLC
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Prudential Plc
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Ci Investments Inc.
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Stewardship Advisors, LLC
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Cape Investment Advisory, Inc.
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Golden State Equity Partners
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Park Square Financial Group, LLC
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Walled Lake Planning & Wealth Management, Llc
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
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Fund Evaluation Group, LLC
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OxenFree Capital LLC
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Insight Wealth Strategies, LLC
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Sava Infond d.o.o.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Austin Private Wealth, LLC
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FAPWX - Fidelity Greenwood Street Trust - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M
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Five Oceans Advisors
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Legacy Financial Group LLC
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WESPAC Advisors SoCal, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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GenTrust, LLC
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Cushing Capital Partners, LLC
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Signature Estate & Investment Advisors Llc
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Rocky Mountain Advisers, Llc
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WESPAC Advisors, LLC
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Aspire Private Capital, LLC
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Kornitzer Capital Management Inc /ks
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17 Capital Partners, Llc
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AE Wealth Management LLC
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Islay Capital Management, Llc
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JT Stratford LLC
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Proficio Capital Partners LLC
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Logan Stone Capital, LLC
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FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class
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Eq Llc
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Richardson Financial Services Inc.
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GWM Advisors LLC
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CI Private Wealth, LLC
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Theory Financial Llc
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Shepherd Financial Partners LLC
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GoalVest Advisory LLC
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KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
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Versant Capital Management, Inc
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Semmax Financial Advisors Inc.
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N.E.W. Advisory Services LLC
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Kingstone Capital Partners Texas, LLC
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Smartleaf Asset Management LLC
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Koshinski Asset Management, Inc.
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Allspring Global Investments Holdings, LLC
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Three Bridge Wealth Advisors, LLC
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Kestra Investment Management, LLC
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Cyndeo Wealth Partners, LLC
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Sunbelt Securities, Inc.
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Certus Wealth Management, LLC
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Busey Wealth Management
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FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund
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O'shaughnessy Asset Management, Llc
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Financial Gravity Companies, Inc.
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Bellwether Advisors, LLC
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Anchor Investment Management, LLC
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Colony Group, LLC
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Hantz Financial Services, Inc.
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Trustmark National Bank Trust Department
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4Thought Financial Group Inc.
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Pinnacle Bancorp, Inc.
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Citadel Advisors Llc
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New England Private Wealth Advisors LLC
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POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
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HB Wealth Management, LLC
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Sterling Financial Planning, Inc.
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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HFM Investment Advisors, LLC
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EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB
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WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
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Firethorn Wealth Partners, Llc
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Journey Strategic Wealth Llc
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Integrity Financial Corp /WA
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Colton Groome Financial Advisors, Llc
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Stokes Family Office, LLC
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Lake Street Financial Llc
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Cwm, Llc
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1620 Investment Advisors, Inc.
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Evolution Wealth Advisors, LLC
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Captrust Financial Advisors
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Kovitz Investment Group Partners, LLC
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Stephenson & Company, Inc.
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Park Avenue Securities Llc
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Wealthgarden F.s. Llc
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Norden Group Llc
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Greykasell Wealth Strategies, Inc.
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Paradigm Financial Partners, Llc
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Sunesis Advisors, LLC
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First Hawaiian Bank
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Decker Retirement Planning Inc.
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High Falls Advisors, Inc
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Centiva Capital, LP
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Strathmore Capital Advisors, Inc.
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U.S. Capital Wealth Advisors, LLC
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Coastal Investment Advisors, Inc.
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Wharton Business Group, LLC
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
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Prospera Financial Services Inc
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Breakwater Investment Management
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CNB Bank
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Blueprint Investment Partners LLC
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Towercrest Capital Management
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Financial Alternatives, Inc
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Tompkins Financial Corp
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Northern Trust Corp
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Brand Asset Management Group, Inc.
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Savvy Advisors, Inc.
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Maripau Wealth Management Llc
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WFA of San Diego, LLC
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Peak Financial Advisors Llc
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Beacon Financial Group
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|
First Financial Corp /in/
|
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|
Highline Wealth Partners Llc
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|
State Of Wisconsin Investment Board
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RiverFront Investment Group, LLC
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|
Simplex Trading, Llc
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Janney Montgomery Scott LLC
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|
EverSource Wealth Advisors, LLC
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|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
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|
Luminist Capital LLC
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|
Wrapmanager Inc
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|
Goldman Sachs Group Inc
|
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|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
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|
Sei Investments Co
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|
West Wealth Group, LLC
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|
Bush Investment Group, Llc
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|
First Trust Advisors Lp
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|
Comprehensive Money Management Services LLC
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|
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares
|
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|
|
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|
Future Financial Wealth Managment LLC
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|
Syon Capital Llc
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Trajan Wealth LLC
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Insigneo Advisory Services, Llc
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Clear Creek Financial Management, LLC
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Abound Wealth Management
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|
Jmac Enterprises Llc
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|
Compass Financial Services Inc
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|
Webster Bank, N. A.
|
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|
Robertson Stephens Wealth Management, LLC
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Knollwood Investment Advisory, LLC
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Custos Family Office, LLC
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Resources Investment Advisors, LLC.
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Glen Eagle Advisors, LLC
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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|
LFA - Lugano Financial Advisors SA
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GHP Investment Advisors, Inc.
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|
Avaii Wealth Management, Llc
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Apella Capital, LLC
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|
Fifth Third Bancorp
|
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|
Harbor Investment Advisory, Llc
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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|
Invst, LLC
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|
Salomon & Ludwin, LLC
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WCG Wealth Advisors LLC
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Wealth Enhancement Advisory Services, Llc
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Newbridge Financial Services Group, Inc.
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Sterling Investment Counsel, LLC
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Activest Wealth Management
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|
Aptus Capital Advisors, LLC
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|
Horizon Investments, LLC
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|
Salem Investment Counselors Inc
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|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
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|
Forefront Analytics, LLC
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|
Mutual Advisors, LLC
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Ark & Tlk Investments, Llc
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Great Valley Advisor Group, Inc.
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Security Financial Services, INC.
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Sharkey, Howes & Javer
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VPR Management LLC
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Pin Oak Investment Advisors Inc
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|
Rakuten Securities, Inc.
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|
Financial Network Wealth Advisors LLC
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Global Macro Portfolio - Global Macro Portfolio
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Barden Capital Management, Inc.
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Johnson Financial Group, Inc.
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Man Group plc
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MidWestOne Financial Group, Inc.
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Capitolis Liquid Global Markets LLC
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Raymond James Financial Inc
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Nbc Securities, Inc.
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|
Wiley Bros.-aintree Capital, Llc
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|
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
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|
|
|
|
|
Vicus Capital
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|
|
|
|
KWB Wealth
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|
Baker Avenue Asset Management, LP
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Neuberger Berman Group LLC
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Concorde Asset Management, LLC
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Rockefeller Capital Management L.P.
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Hartland & Co., LLC
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IMG Wealth Management, Inc.
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Pure Financial Advisors, Inc.
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Pacific Life Fund Advisors LLC
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Creative Financial Designs Inc /adv
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|
Alesco Advisors Llc
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|
Prudential Financial Inc
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|
Spurstone Advisory Services, LLC
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|
Edgestream Partners, L.P.
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Sovran Advisors, LLC
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EPG Wealth Management LLC
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Morgan Stanley
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HighTower Advisors, LLC
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Kestra Advisory Services, LLC
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Brookwood Investment Group LLC
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Vise Technologies, Inc.
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Avantax Advisory Services, Inc.
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Harbour Investments, Inc.
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Brookstone Capital Management
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|
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
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|
|
|
|
|
Bnp Paribas Arbitrage, Sa
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|
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Golden State Wealth Management, LLC
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Sowell Financial Services LLC
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SOUTH STATE Corp
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First United Bank Trust/
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Paragon Advisors, LLC
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WealthPlan Investment Management, LLC
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Foster & Motley Inc
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Beacon Capital Management, LLC
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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Massmutual Trust Co Fsb/adv
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Rosenberg Matthew Hamilton
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Sagespring Wealth Partners, Llc
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D.a. Davidson & Co.
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Cornerstone Wealth Group, LLC
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WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
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Twin City Private Wealth, Llc
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Occidental Asset Management, LLC
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5T Wealth, LLC
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LifePlan Investment Advisors, Inc.
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Horst & Graben Wealth Management LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Wealthstream Advisors, Inc.
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Cutler Investment Counsel Llc
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AllSquare Wealth Management LLC
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Mml Investors Services, Llc
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Commerce Bank
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Alaska Permanent Capital Management
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Farrell Financial LLC
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PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
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Nationwide Fund Advisors
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Integrity Alliance, Llc.
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Red Tortoise LLC
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Rooted Wealth Advisors, Inc.
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Principal Securities, Inc.
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Inscription Capital, LLC
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Sincerus Advisory, LLC
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Kestra Private Wealth Services, Llc
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Heritage Family Offices, LLP
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NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
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Boreal Capital Management LLC
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Spectrum Wealth Counsel, LLC
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PrairieView Partners, LLC
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BCJ Capital Management, LLC
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Ellevest, Inc.
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Diversified Enterprises, LLC
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Sand Hill Global Advisors, LLC
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Yoffe Investment Management, LLC
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Upper Left Wealth Management, LLC
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Brinker Capital Investments, LLC
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City State Bank
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SageView Advisory Group, LLC
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WAVLX - Ultimus Managers Trust - Wavelength Interest Rate Neutral Fund
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Plan Group Financial, LLC
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Union Bancaire Privee, UBP SA
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JB Capital LLC
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