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Lowe Brockenbrough & Co Inc
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Ambassador Advisors, LLC
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Keel Point, LLC
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Tocqueville Asset Management L.p.
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Money Concepts Capital Corp
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Financial Advocates Investment Management
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Signal Advisors Wealth, LLC
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Chapin Davis, Inc.
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MCF Advisors LLC
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Allie Family Office LLC
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Blue Investment Partners LLC
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Csenge Advisory Group
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JNBA Financial Advisors
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Savvy Advisors, Inc.
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Euro Pacific Asset Management, LLC
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Mystic Asset Management, Inc.
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Harrington Investments, INC
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Apeiron RIA LLC
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Massmutual Trust Co Fsb/adv
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Jmac Enterprises Llc
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Commonwealth Equity Services, Llc
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Liberty Square Wealth Partners Llc
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Sax Wealth Advisors, Llc
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Advocacy Wealth Management Services, LLC
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Oak Harbor Wealth Partners, Llc
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SCS Capital Management LLC
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Code Waechter LLC
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China Universal Asset Management Co., Ltd.
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WASHINGTON TRUST Co
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Mercer Global Advisors Inc /adv
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Clearbridge Investments, LLC
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Continuum Wealth Advisors, Llc
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Upper Left Wealth Management, LLC
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Arnhold LLC
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Washington Trust Advisors, Inc.
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Avantax Planning Partners, Inc.
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Roxbury Financial LLC
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N.E.W. Advisory Services LLC
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Quantinno Capital Management LP
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Central Bank & Trust Co
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Centurion Wealth Management LLC
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Pnc Financial Services Group, Inc.
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Biltmore Family Office, LLC
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FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
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EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
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Advisory Services Network, LLC
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Insight Wealth Partners, LLC
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Westover Capital Advisors, LLC
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TruWealth Advisors, LLC
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IMPACTfolio, LLC
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Cranbrook Wealth Management, LLC
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Wealthcare Advisory Partners LLC
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Clear Creek Financial Management, LLC
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BlackRock, Inc.
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Smithfield Trust Co
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MRP Capital Investments, LLC
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SILVER OAK SECURITIES, Inc
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Chicago Partners Investment Group LLC
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Moon Capital Management Lp
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Bulltick Wealth Management, LLC
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Crescent Grove Advisors, LLC
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Tacita Capital Inc
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Blair William & Co/il
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Advisor OS, LLC
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4J Wealth Management LLC
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Alpine Bank Wealth Management
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May Barnhard Investments LLC
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Forthright Family Wealth Advisory LLC
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Kilter Group LLC
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Cape Investment Advisory, Inc.
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United Capital Financial Advisers, Llc
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Ackerman Capital Advisors, LLC
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Old Port Advisors
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Advance Capital Management, Inc.
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Montecito Bank & Trust
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Ameriprise Financial Inc
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Sapient Capital Llc
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Forum Financial Management, LP
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Northcape Wealth Management, Llc
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Farther Finance Advisors, LLC
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Y.D. More Investments Ltd
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North Star Investment Management Corp.
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Steel Peak Wealth Management LLC
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Checchi Capital Advisers, LLC
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Nations Financial Group Inc, /ia/ /adv
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Dunhill Financial, LLC
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Red Mountain Financial, LLC
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Telos Capital Management, Inc.
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Valmark Advisers, Inc.
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Pinnacle Bancorp, Inc.
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PAX Financial Group, LLC
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Sage Mountain Advisors LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Envestnet Portfolio Solutions, Inc.
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City Center Advisors, LLC
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MAS Advisors LLC
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Arlington Trust Co LLC
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Icon Wealth Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Reliant Wealth Planning
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Country Club Bank /gfn
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Legend Financial Advisors, Inc.
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Scotia Capital Inc.
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Lansing Street Advisors
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JT Stratford LLC
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LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF
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MBA Advisors LLC
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Verus Capital Partners, Llc
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CPA Asset Management LLC
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Altman Advisors, Inc.
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Tikvah Management LLC
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BTC Capital Management, Inc.
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Raymond James Financial Inc
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Virtus Family Office LLC
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R.P. Boggs & Co.
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Dynasty Wealth Management, Llc
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Tortoise Investment Management, LLC
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Hrt Financial Lp
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Magnus Financial Group LLC
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Financial Freedom, LLC
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Morgan Stanley
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Sanders Morris Harris Llc
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One Wealth Capital Management, Llc
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Mill Creek Capital Advisors, LLC
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LOM Asset Management Ltd
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Pinnacle Financial Partners Inc
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Cypress Wealth Services, LLC
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Gwn Securities Inc.
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Sequoia Financial Advisors, LLC
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Snowden Capital Advisors LLC
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LENS - EA Series Trust - Sarmaya Thematic ETF
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Sofi Wealth, Llc
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J.w. Cole Advisors, Inc.
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Worth Asset Management, LLC
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Charles Schwab Trust Co
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Sound View Wealth Advisors Group, LLC
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Armis Advisers, LLC
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Legacy Financial Group LLC
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RCS Financial Planning, LLC
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Susquehanna International Group, Llp
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Tower Research Capital LLC (TRC)
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|
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|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
|
|
|
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|
Holos Integrated Wealth LLC
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|
Eagle Strategies LLC
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|
Belpointe Asset Management LLC
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Comerica Bank
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Howland Capital Management Llc
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Mirae Asset Global Investments Co., Ltd.
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Vernal Point Advisors, LLC
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Tudor Investment Corp Et Al
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|
Ballew Advisors, Inc
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|
Jordan Park Trust Co LLC
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|
Avion Wealth
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|
Alteri Wealth LLC
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Argent Trust Co
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Davies Financial Advisors, Inc.
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|
Tanglewood Wealth Management, Inc.
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Wbh Advisory Inc
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|
Welch & Forbes Llc
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Macroview Investment Management Llc
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|
Beacon Capital Management, LLC
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|
Parkside Investments, LLC
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|
Port Capital LLC
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|
Summit X, LLC
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|
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|
Hilltop National Bank
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|
Nwam Llc
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Wynn Capital, LLC
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Dynamic Wealth Strategies, LLC
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Riggs Asset Managment Co. Inc.
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|
Principia Wealth Advisory, LLC
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Missouri Trust & Investment Co
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|
Clay Northam Wealth Management, LLC
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|
Guidance Point Advisors, LLC
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Summit Place Financial Advisors, LLC
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Madden Advisory Services, Inc.
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Connective Portfolio Management, LLC
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Arkadios Wealth Advisors
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Garde Capital, Inc.
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|
Heck Capital Advisors, LLC
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Garrison Bradford & Associates Inc
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|
Gladstone Institutional Advisory LLC
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Boreal Capital Management LLC
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|
Fund Evaluation Group, LLC
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|
Fwl Investment Management, Llc
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Lesa Sroufe & Co
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|
Knollwood Investment Advisory, LLC
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|
Atala Financial Inc
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|
U.S. Capital Wealth Advisors, LLC
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Wealth Enhancement Advisory Services, Llc
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Mesirow Financial Investment Management, Inc.
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Inlight Wealth Management, LLC
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Lane & Associates LLC
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|
Whittier Trust Co
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|
Fifth Third Wealth Advisors LLC
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|
Chemistry Wealth Management LLC
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Phillips Financial Management, Llc
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Bellevue Asset Management, Llc
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Zuckerman Investment Group, LLC
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|
Hartland & Co., LLC
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|
Integrated Advisors Network LLC
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|
Atlantic Edge Private Wealth Management, LLC
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|
Live Oak Private Wealth LLC
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|
Patten & Patten Inc/tn
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|
Manchester Capital Management LLC
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|
S&co Inc
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
Bank of Jackson Hole Trust
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|
Painted Porch Advisors LLC
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|
Americana Partners, LLC
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|
Wealth Watch Advisors, INC
|
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|
Lantern Wealth Advisors, LLC
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|
|
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|
Farmers Trust Co
|
|
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|
American Trust
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|
|
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|
We Are One Seven, LLC
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|
|
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|
Bank Of Nova Scotia
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|
|
|
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|
Horizons Wealth Management
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|
Douglass Winthrop Advisors, LLC
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|
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|
Western Wealth Management, LLC
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|
BCGM Wealth Management, LLC
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|
Relyea Zuckerberg Hanson LLC
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|
Aberdeen Wealth Management LLC
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|
Zhang Financial LLC
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|
Itau Unibanco Holding S.A.
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|
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|
Packer & Co Ltd
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|
Vident Advisory, LLC
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|
Arbor Investment Advisors, LLC
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|
Park Square Financial Group, LLC
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|
Belvedere Trading LLC
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|
KG&L Capital Management,LLC
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|
IAG Wealth Partners, LLC
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|
CPR Investments Inc.
|
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|
Impact Investors, Inc
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|
Duncker Streett & Co Inc
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|
McIlrath & Eck, LLC
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|
Principle Wealth Partners Llc
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|
Quintet Private Bank (Europe) S.A.
|
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|
|
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|
Integrated Wealth Concepts LLC
|
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|
|
|
|
Coldstream Capital Management Inc
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|
|
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|
HHM Wealth Advisors, LLC
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|
|
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|
Perritt Capital Management Inc
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|
Titleist Asset Management, Llc
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|
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|
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|
Mosaic Family Wealth Partners, Llc
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|
Spectrum Wealth Counsel, LLC
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|
Retirement Planning Co of New England, Inc.
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|
|
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|
Boston Family Office Llc
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|
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|
Banque Cantonale Vaudoise
|
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|
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|
Perigon Wealth Management, LLC
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|
Inscription Capital, LLC
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|
|
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|
Cadent Capital Advisors, LLC
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|
Private Advisory Group LLC
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|
Sonora Investment Management Group, LLC
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|
Mather Group, Llc.
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|
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|
waypoint wealth counsel
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|
Naples Global Advisors, Llc
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|
Wealth Dimensions Group, Ltd.
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|
Roble, Belko & Company, Inc
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|
Northside Capital Management, LLC
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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|
Stableford Capital Ii Llc
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Auxano Advisors, LLC
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Sterling Financial Planning, Inc.
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Ashton Thomas Private Wealth, LLC
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Orion Capital Management LLC
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True North Advisors, LLC
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Ifrah Financial Services, Inc.
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Regatta Capital Group, Llc
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Greenhouse Wealth Management, LLC
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Asset Dedication, LLC
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|
Quent Capital, LLC
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True Vision MN LLC
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Lbmc Investment Advisors, Llc
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DAVENPORT & Co LLC
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Gotham Asset Management, LLC
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Parallel Advisors, LLC
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|
D.a. Davidson & Co.
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|
Main Management LLC
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|
AlphaCore Capital LLC
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|
Modera Wealth Management, LLC
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|
Walkner Condon Financial Advisors LLC
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|
Cyndeo Wealth Partners, LLC
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|
Rehmann Capital Advisory Group
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|
Compass Financial Group, INC/SD
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|
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|
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|
Charles Schwab Investment Management Inc
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|
Wormser Freres Gestion
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|
Foundations Investment Advisors, LLC
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|
Sage Rhino Capital Llc
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Armstrong, Fleming & Moore, Inc
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Verity Asset Management, Inc.
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
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BOK Financial Private Wealth, Inc.
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Elm Partners Management LLC
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First Horizon Advisors, Inc.
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Wealthstar Advisors, Llc
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Cornerstone Planning, LLC
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|
Fortis Group Advisors, LLC
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|
Twelve Points Wealth Management LLC
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|
Valued Wealth Advisors LLC
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PFG Investments, LLC
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Continuum Advisory, LLC
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Mraz, Amerine & Associates, Inc.
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|
Baron Silver Stevens Financial Advisors, Llc
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|
Signature Resources Capital Management, LLC
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Smith Thornton Advisors LLC
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Mill Capital Management, LLC
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Horizon Kinetics Asset Management Llc
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Choate Investment Advisors
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Grant Street Asset Management, Inc.
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Staley Capital Advisers Inc
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IHT Wealth Management, LLC
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Stone House Investment Management, LLC
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Isthmus Partners, Llc
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Zions Bancorporation, National Association /ut/
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Avestar Capital, LLC
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United Community Bank
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Simplex Trading, Llc
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EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
|
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|
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Advantage Trust Co
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Integrated Investment Consultants, LLC
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Warren Street Wealth Advisors, LLC
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Resources Investment Advisors, LLC.
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Private Wealth Management Group, LLC
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Ashford Capital Management Inc
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High Net Worth Advisory Group LLC
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Dynamic Advisor Solutions LLC
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Delta Asset Management Llc/tn
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Roger Wittlin Investment Advisory, LLC
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Arete Wealth Advisors, LLC
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Nadler Financial Group, Inc.
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Cypress Capital Group
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Azimuth Capital Investment Management LLC
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Wallington Asset Management, LLC
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Vestmark Advisory Solutions, Inc.
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SageView Advisory Group, LLC
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Astoria Portfolio Advisors LLC.
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Latitude Advisors, LLC
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Klingman & Associates, LLC
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Valicenti Advisory Services Inc
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Strategy Asset Managers Llc
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Summit Financial Wealth Advisors, LLC
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Sepio Capital, LP
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Maia Wealth LLC
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Sandy Cove Advisors, LLC
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Baker Avenue Asset Management, LP
|
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AMG National Trust Bank
|
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AssuredPartners Investment Advisors, LLC
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|
First National Bank Sioux Falls
|
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RFG - Bristol Wealth Advisors, LLC
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Terra Nova Asset Management LLC
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Lifelong Wealth Advisors, Inc.
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Empower Advisory Group, LLC
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Wealth Management Partners, LLC
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Claudia M.p. Batlle, Crp (r) Llc
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PUREfi Wealth, LLC
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Legacy Capital Wealth Partners, LLC
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Princeton Global Asset Management LLC
|
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|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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Pallas Capital Advisors LLC
|
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NorthCrest Asset Manangement, LLC
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Wealthfront Advisers Llc
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Pacific Point Advisors, LLC
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LGT Financial Advisors LLC
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Spire Wealth Management
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Fisher Asset Management, LLC
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|
Miracle Mile Advisors, LLC
|
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Holistic Financial Partners
|
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|
Citigroup Inc
|
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|
Goldman Sachs Group Inc
|
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|
West Wealth Group, LLC
|
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Pathstone Holdings, LLC
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Transcend Wealth Collective, Llc
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Genus Capital Management Inc.
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Costello Asset Management, INC
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Stonehage Fleming Financial Services Holdings Ltd
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Barrett & Company, Inc.
|
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Pictet Asset Management Holding SA
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Centerline Wealth Advisors, LLC
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|
Ancora Advisors, LLC
|
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Ashton Thomas Securities, Llc
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First National Trust Co
|
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Leavell Investment Management, Inc.
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Kure Advisory, LLC
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Frank, Rimerman Advisors LLC
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Pacifica Partners Inc.
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|
EPG Wealth Management LLC
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First Foundation Advisors
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|
Advyzon Investment Management, LLC
|
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|
Ingalls & Snyder Llc
|
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|
Firethorn Wealth Partners, Llc
|
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|
LFA - Lugano Financial Advisors SA
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Aspiriant, Llc
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Sanchez Wealth Management Group
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|
Colony Group, LLC
|
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|
Crcm Lp
|
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Northern Trust Corp
|
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Graney & King, LLC
|
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One Capital Management, LLC
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JDM Financial Group LLC
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North Capital, Inc.
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Cottage Street Advisors LLC
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Parker Investment Management, LLC
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Mariner, LLC
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Harvest Fund Management Co., Ltd
|
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Maltin Wealth Management, Inc.
|
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|
Schechter Investment Advisors, LLC
|
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|
|
1832 Asset Management L.P.
|
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|
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|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
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Avory & Company, LLC
|
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Tarbox Family Office, Inc.
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Mount Yale Investment Advisors, LLC
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GM Advisory Group, Inc.
|
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|
|
Total Clarity Wealth Management, Inc.
|
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|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
Systelligence, LLC
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
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|
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|
Colonial Trust Advisors
|
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|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
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|
Great Diamond Partners, LLC
|
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|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
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|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Carl Stuart Investment Advisor, Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
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|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
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|
|
|
Parsons Capital Management Inc/ri
|
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|
Kaydan Wealth Management, Inc.
|
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|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Strategic Point Investment Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
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|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
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|
|
|
|
Seacrest Wealth Management, Llc
|
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|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
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|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
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VestGen Advisors, LLC
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Fedenia Advisers LLC
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Copperleaf Capital, LLC
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Cassaday & Co Wealth Management LLC
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Aptus Capital Advisors, LLC
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DRAI - EA Series Trust - Draco Evolution AI ETF
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NavPoint Financial, Inc.
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Summit Trail Advisors, Llc
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Gamco Investors, Inc. Et Al
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Quotient Wealth Partners, LLC
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Guidance Capital, Inc
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Veridan Wealth LLC
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Ridgewood Investments LLC
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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Beacon Harbor Wealth Advisors, Inc.
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Sovereign Financial Group, Inc.
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Citizens Financial Group Inc/ri
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Obermeyer Wood Investment Counsel, Lllp
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Potomac Fund Management Inc /adv
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Leonard Rickey Investment Advisors P.L.L.C.
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Royal Bank Of Canada
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Bensler, LLC
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Bigelow Investment Advisors, LLC
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Lake Street Financial Llc
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DDD Partners, LLC
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Williams & Novak, LLC
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Newbridge Financial Services Group, Inc.
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Fortis Capital Management LLC
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Mirador Capital Partners LP
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Beacon Pointe Advisors, LLC
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Redhawk Wealth Advisors, Inc.
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Private Client Services, Llc
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Dorsey & Whitney Trust CO LLC
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Mission Creek Capital Partners, Inc.
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Bank of New York Mellon Corp
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Naviter Wealth, LLC
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D. Scott Neal, Inc.
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Hazlett, Burt & Watson, Inc.
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Evernest Financial Advisors, LLC
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Independence Bank of Kentucky
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GSB Wealth Management, LLC
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Bank Julius Baer & Co. Ltd, Zurich
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First Manhattan Co
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Rothschild Investment Llc
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Purkiss Capital Advisors LLC
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Foster Group, Inc.
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Circle Wealth Management, LLC
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Principal Securities, Inc.
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Moulton Wealth Management, Inc
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Matrix Trust Co
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Strategic Blueprint, LLC
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Private Harbour Investment Management & Counsel, LLC
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Spectrum Planning & Advisory Services Inc.
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Cascade Financial Partners, LLC
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Wealth Quarterback LLC
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Smith & Howard Wealth Management, LLC
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Pingora Partners LLC
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Capital Planning Advisors, LLC
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Chokshi & Queen Wealth Advisors, Inc
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Kitching Partners, Llc
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Alhambra Investment Partners LLC
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Stifel Financial Corp
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Prime Capital Investment Advisors, LLC
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Avidian Wealth Solutions, LLC
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My Legacy Advisors, LLC
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Beaird Harris Wealth Management, LLC
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Copperwynd Financial, LLC
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Swmg, Llc
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Trust Point Inc.
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Baker Ellis Asset Management LLC
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BCU Wealth Advisors, LLC
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AdvisorNet Financial, Inc
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Edge Financial Advisors LLC
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Hirtle Callaghan & Co LLC
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WESCAP Management Group, Inc.
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AlphaStar Capital Management, LLC
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Simplicity Wealth,LLC
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Texas Yale Capital Corp.
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Flagship Wealth Advisors, Llc
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Bailard, Inc.
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Neuberger Berman Group LLC
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Harbor Investment Advisory, Llc
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Regal Investment Advisors LLC
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First Eagle Investment Management, LLC
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Eastern Bank
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Hoxton Planning & Management, LLC
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Bourgeon Capital Management Llc
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Mairs & Power Inc
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Kcm Investment Advisors Llc
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Red Door Wealth Management, LLC
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Invst, LLC
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Accretive Wealth Partners, LLC
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GoalVest Advisory LLC
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Cedar Wealth Management, LLC
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BSW Wealth Partners
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Vicus Capital
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Insigneo Advisory Services, Llc
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Colony Family Offices, LLC
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Presidio Capital Management, LLC
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Evergreen Capital Management Llc
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Shared Vision Wealth Group LLC
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Bokf, Na
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Elios Financial Group Inc.
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Pin Oak Investment Advisors Inc
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CNB Bank
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Ausdal Financial Partners, Inc.
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Cushing Capital Partners, LLC
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Fullcircle Wealth Llc
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Olistico Wealth, LLC
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Cohen & Steers, Inc.
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KKM Financial LLC
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Summit Financial, LLC
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Community Bank, N.A.
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Hutchens & Kramer Investment Management Group, LLC
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Financial Management Professionals, Inc.
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Wealthspan Partners, Llc
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CoreCap Advisors, LLC
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Mid-American Wealth Advisory Group, Inc.
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Blue Chip Partners, Inc.
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Kingstone Capital Partners Texas, LLC
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Diversified Trust Co
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Empowered Funds, LLC
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Rialto Wealth Management, LLC
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Beckerman Institutional, LLC
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
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Sowa Financial Group, Inc.
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Robinson Value Management, Ltd.
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Cresset Asset Management, LLC
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Sterling Investment Advisors Llc /adv
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Townsquare Capital Llc
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Garrett Investment Advisors LLC
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CX Institutional
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Clarity Asset Management, Inc.
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Clarion Wealth Managment Partners, LLC
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Keybank National Association/oh
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Braun-Bostich & Associates Inc.
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Jane Street Group, Llc
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Saxon Interests, Inc.
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Sfm, Llc
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Financial Synergies Wealth Advisors, Inc.
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Aspire Private Capital, LLC
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Equitable Trust Co
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Beaumont Financial Advisors, LLC
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Lifeworks Advisors, LLC
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Ehrlich Financial Group
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Koesten, Hirschmann & Crabtree, INC.
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Horst & Graben Wealth Management LLC
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Westside Investment Management, Inc.
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FineMark National Bank & Trust
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Capital Group Private Client Services, Inc.
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GeoWealth Management, LLC
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International Assets Investment Management, Llc
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Harbour Investments, Inc.
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Merit Financial Group, LLC
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Asset Management Group, Inc.
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Seeds Investor Llc
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Altiora Financial Group, LLC
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Vaughan David Investments Inc/il
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Allworth Financial LP
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Signet Investment Advisory Group, Inc.
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FFG Partners, LLC
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Permanens Capital L.P.
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Tyler-Stone Wealth Management
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Benchmark Investment Advisors LLC
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Kornitzer Capital Management Inc /ks
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Courage Capital Management Llc
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Cary Street Partners Financial Llc
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Transamerica Financial Advisors, Inc.
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Blueprint Financial Advisors LLC
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Louisbourg Investments Inc.
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Proficio Capital Partners LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Aspect Partners, LLC
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Accredited Wealth Management, LLC
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Regimen Wealth, Llc
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Semus Wealth Partners LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Hillcrest Wealth Advisors - NY, LLC
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Shepherd Financial Partners LLC
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Stock Yards Bank & Trust Co
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Beck Capital Management, Llc
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Cowa, Llc
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Unique Wealth, Llc
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Patton Fund Management, Inc.
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Novem Group
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First United Bank Trust/
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Investors Research Corp
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Rakuten Investment Management, Inc.
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Werba Rubin Papier Wealth Management
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Pinnacle Wealth Management Advisory Group, LLC
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Friedenthal Financial
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Steward Partners Investment Advisory, Llc
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EP Wealth Advisors, Inc.
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Galvin, Gaustad & Stein, LLC
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Brinker Capital Investments, LLC
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Kiker Wealth Management, LLC
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Eq Wealth Advisors, Llc
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Fairview Capital Investment Management, Llc
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Vision Capital Management, Inc.
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Tempus Wealth Planning, LLC
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CWA Asset Management Group, LLC
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Mkd Wealth Coaches, Llc
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Wealthspire Advisors, LLC
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Genesis Private Wealth, Llc
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Cardiff Park Advisors, Llc
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Schmidt P J Investment Management Inc
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Transce3nd, LLC
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Regions Financial Corp
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Key FInancial Inc
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Hancock Whitney Corp
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5th Street Advisors, LLC
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Stegent Equity Advisors, Inc.
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Ameliora Wealth Management Ltd.
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United Advisor Group, LLC
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Integrity Alliance, Llc.
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Truvestments Capital Llc
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Robertson Stephens Wealth Management, LLC
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Davis R M Inc
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Sentinus, LLC
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First Financial Corp /in/
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Insight 2811, Inc.
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Integral Investment Advisors, Inc.
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Intrepid Capital Management Inc
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Sentinel Pension Advisors Inc
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Sincerus Advisory, LLC
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Buckingham Strategic Partners
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OneAscent Financial Services LLC
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CENTRAL TRUST Co
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BLB&B Advisors, LLC
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Petra Financial Advisors Inc
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TSA Wealth Managment LLC
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First Heartland Consultants, Inc.
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Proathlete Wealth Management Llc
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Weil Company, Inc.
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Center for Financial Planning, Inc.
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Financial Sense Advisors, Inc.
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Twin Peaks Wealth Advisors, LLC
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WealthCare Investment Partners, LLC
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Catalytic Wealth RIA, LLC
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Valued Retirements, Inc.
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White Lighthouse Investment Management Inc.
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Citizens National Bank Trust Department
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Adviser Investments LLC
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Schrum Private Wealth Management LLC
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LifeWealth Investments, LLC
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Bay Harbor Wealth Management, LLC
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Evoke Wealth, Llc
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AA Financial Advisors, LLC
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Founders Capital Management
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Northeast Financial Consultants Inc
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AE Wealth Management LLC
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Koa Wealth Management, LLC
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Montag A & Associates Inc
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Legacy Wealth Managment, LLC/ID
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LRI Investments, LLC
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Atlantic Trust, LLC
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Arrien Investments, Inc.
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MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A
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Geneos Wealth Management Inc.
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Theory Financial Llc
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Kingsview Wealth Management, LLC
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Rosenberg Matthew Hamilton
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Lazard Asset Management Llc
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Oak Family Advisors, Llc
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Lakeridge Wealth Management LLC
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Reyes Financial Architecture, Inc.
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Ethos Financial Group, LLC
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Pullen Investment Management, LLC
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Perennial Investment Advisors, LLC
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Sentinel Trust Co Lba
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Crews Bank & Trust
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Ibex Wealth Advisors
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Kanawha Capital Management Llc
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Operose Advisors LLC
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PBMares Wealth Management LLC
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Highline Wealth Partners Llc
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Creekmur Asset Management LLC
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LaSalle St. Investment Advisors, LLC
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Team Financial Group, LLC
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Nottingham Advisors, Inc.
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Putnam Fl Investment Management Co
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Compagnie Lombard Odier SCmA
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Kestra Advisory Services, LLC
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Good Life Advisors, LLC
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Cambridge Associates Llc /ma/ /adv
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Evermay Wealth Management Llc
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Midwest Trust Co
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Sterling Capital Management LLC
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Highland Financial Advisors, LLC
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Evolution Wealth Advisors, LLC
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Swp Financial Llc
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Sheets Smith Wealth Management
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Financial & Tax Architects, LLC
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Gen-Wealth Partners Inc
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IMC-Chicago, LLC
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Silverleafe Capital Partners, LLC
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Fifth Third Bancorp
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Wealthbridge Capital Management, Llc
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Certified Advisory Corp
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Bright Financial Advisors, Inc.
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One Charles Private Wealth Services, LLC
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Acorn Financial Advisory Services Inc /adv
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Hardman Johnston Global Advisors LLC
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VSM Wealth Advisory, LLC
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Financial Perspectives, Inc
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Callan Family Office, LLC
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Waterloo Capital, L.P.
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Mml Investors Services, Llc
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Signature Securities Group Corporation
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McMahon Financial Advisors, LLC
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DMG Group, LLC
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Millstone Evans Group, LLC
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ETF Store, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Bfsg, Llc
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Bruce G. Allen Investments, LLC
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South Plains Financial, Inc.
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Ballentine Partners, LLC
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Kestra Private Wealth Services, Llc
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GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
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Camden National Bank
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Allstate Corp
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3EDGE Asset Management, LP
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MAI Capital Management
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Financial Alternatives, Inc
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Compton Wealth Advisory Group, LLC
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Tradition Wealth Management, LLC
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Financial Management Network Inc
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Two West Capital Advisors LLC
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Delta Financial Group, Inc.
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Whalerock Point Partners, Llc
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Brown Brothers Harriman & Co
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Hutchinson Capital Management/ca
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Caldwell Securities, Inc
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Vontobel Holding Ltd.
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DT Investment Partners, LLC
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Betterment LLC
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New England Private Wealth Advisors LLC
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Savant Capital, LLC
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Simmons Bank
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National Bank Of Canada /fi/
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Woodside Wealth Management LLC
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Promus Capital, LLC
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Fmr Llc
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Flywheel Private Wealth LLC
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Meridian Wealth Management, LLC
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W.G. Shaheen & Associates DBA Whitney & Co
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Mascoma Wealth Management LLC
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Lvm Capital Management Ltd/mi
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Lido Advisors, LLC
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Van Eck Associates Corp
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Concord Wealth Partners
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Midwest Financial Group LLC
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Ipsen Advisor Group LLC
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Level Four Advisory Services, Llc
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Beese Fulmer Investment Management, Inc.
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Transform Wealth, LLC
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Asset Management One Co., Ltd.
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UMA Financial Services, Inc.
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Walleye Trading LLC
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MA Private Wealth
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Okabena Investment Services Inc
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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ONE Advisory Partners, LLC
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Keystone Wealth Services, LLC
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CIBC World Markets Inc.
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Maripau Wealth Management Llc
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Avantra Family Wealth, Inc.
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Rochester Wealth Strategies, LLC
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Badgley Phelps Wealth Managers, LLC
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Aqr Capital Management Llc
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First Financial Bankshares Inc
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First Command Advisory Services, Inc.
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Strathmore Capital Advisors, Inc.
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West Bancorporation Inc
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Trustmark National Bank Trust Department
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Global Retirement Partners, LLC
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HighTower Advisors, LLC
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CRA Financial Services, LLC
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MorganRosel Wealth Management, LLC
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Pillar Financial Advisors, LLC
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Meridian Investment Counsel Inc.
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Tudor Financial Inc.
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NWF Advisory Services Inc.
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Wsfs Capital Management, Llc
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Fiduciary Alliance LLC
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Tyche Wealth Partners LLC
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Stratos Wealth Partners, LTD.
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Rossby Financial, LCC
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Opal Wealth Advisors, LLC
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Tompkins Financial Corp
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Tradewinds Capital Management, LLC
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Parkside Financial Bank & Trust
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SBI Securities Co., Ltd.
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WESPAC Advisors SoCal, LLC
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Signaturefd, Llc
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Prairie Wealth Advisors, Inc.
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Christensen, King & Associates Investment Services, Inc.
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North Dallas Bank & Trust Co
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Avantax Advisory Services, Inc.
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Mission Wealth Management, Lp
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Essex Financial Services, Inc.
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Austin Private Wealth, LLC
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Yeomans Consulting Group, Inc.
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Atlantic Union Bankshares Corp
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PUDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Real Assets Fund Class A
|
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Madison Wealth Partners, Inc
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Keener Financial Planning LLC
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Bragg Financial Advisors, Inc
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Tru Independence Asset Management 2, Llc
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Baird Financial Group, Inc.
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Hamilton Capital, LLC
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Montis Financial, LLC
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Beacon Bridge Wealth Partners, LLC
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Sagespring Wealth Partners, Llc
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Oppenheimer & Co Inc
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Alken Asset Management Ltd.
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IFG Advisory, LLC
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Narus Financial Partners, LLC
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Atlanta Consulting Group Advisors, LLC
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Bank Of Montreal /can/
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Columbus Macro, LLC
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Revolve Wealth Partners, LLC
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Breakwater Investment Management
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Moment Partners, LLC
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BKM Wealth Management, LLC
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Moors & Cabot, Inc.
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David R. Rahn & Associates Inc.
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BKD Wealth Advisors, LLC
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Putney Financial Group LLC
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Net Worth Advisory Group
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Gunderson Capital Management Inc.
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Mayflower Financial Advisors, LLC
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Ark & Tlk Investments, Llc
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Muirfield Wealth Advisors Llc
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Certus Wealth Management, LLC
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Visionary Wealth Advisors
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Private Wealth Asset Management, LLC
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Private Trust Co Na
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Advisory Alpha, LLC
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Noble Wealth Management PBC
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Burns J W & Co Inc/ny
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Alesco Advisors Llc
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Aspiriant Risk-managed Real Asset Fund
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B.O.S.S. Retirement Advisors, LLC
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M. Kulyk & Associates, LLC
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Marmo Financial Group, LLC
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ABLE Financial Group, LLC
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AlTi Global, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Mutual Advisors, LLC
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Evercore Wealth Management, LLC
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Greenleaf Trust
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Horan Capital Advisors, LLC.
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Jacobi Capital Management LLC
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Janus Henderson Group Plc
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Sagace Wealth Management LLC
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Northwest Capital Management Inc
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BRYN MAWR TRUST Co
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Mengis Capital Management, Inc.
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Peapack Gladstone Financial Corp
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Creative Capital Management Investments LLC
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Aprio Wealth Management, LLC
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Twin Focus Capital Partners, Llc
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Solidarilty Wealth, LLC
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Traub Capital Management LLC
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Jamison Private Wealth Management, Inc.
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Cathy Pareto & Associates, Inc
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Wellspring Financial Advisors, LLC
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Pettinga Financial Advisors, LLC
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|
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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|
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|
Drive Wealth Management, Llc
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Jaffetilchin Investment Partners, LLC
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Global Wealth Strategies & Associates
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Clifford Swan Investment Counsel Llc
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American National Bank
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Stephens Inc /ar/
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Ameritas Advisory Services, LLC
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HCR Wealth Advisors
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Concurrent Investment Advisors, LLC
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Trademark Financial Management, LLC
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Security Financial Services, INC.
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Tsfg, Llc
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Brandywine Oak Private Wealth Llc
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Forza Wealth Management, 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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|
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|
Stephen J. Garry & Associates, Llc
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Capital Performance Advisors Llp
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Triad Wealth Partners, LLC
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Uniting Wealth Partners, LLC
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Southeast Asset Advisors Inc.
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Wells Fargo & Company/mn
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Bull Oak Capital, LLC
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|
Northwestern Mutual Wealth Management Co
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Dogwood Wealth Management LLC
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Meritage Portfolio Management
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Foster & Motley Inc
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EWG Elevate Inc.
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Lyell Wealth Management, Lp
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Clear Harbor Asset Management, LLC
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Mjp Associates Inc /adv
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Sigma Investment Counselors Inc
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Atlas Wealth Partners, LLC
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Sharkey, Howes & Javer
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Ci Investments Inc.
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Atomi Financial Group, Inc.
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Sharper & Granite LLC
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TD Capital Management LLC
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Federation des caisses Desjardins du Quebec
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Broadway Wealth Solutions, Inc.
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Compass Financial Group, Inc.
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J2 Capital Management Inc
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Aries Wealth Management
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Stablepoint Partners, LLC
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Bridgewater Advisors Inc.
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Thompson Investment Management, Inc.
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Legacy Bridge, LLC
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TRUE Private Wealth Advisors
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|
Smartleaf Asset Management LLC
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|
Trust Co Of Toledo Na /oh/
|
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|
Kingswood Wealth Advisors, Llc
|
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|
|
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|
BlueChip Wealth Advisors LLC
|
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|
|
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|
Cape Cod Five Cents Savings Bank
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|
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|
Gradient Investments LLC
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|
Boyer & Corporon Wealth Management, LLC
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|
Satovsky Asset Management Llc
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Life Line Wealth Management Llc
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BEAM Asset Management, LLC
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DSG Capital Advisors, LLC
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Marks Group Wealth Management, Inc
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Ieq Capital, Llc
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Well Done, LLC
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Greenline Partners, LLC
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Salomon & Ludwin, LLC
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Sunbelt Securities, Inc.
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Apollon Financial, LLC
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Compass Ion Advisors, LLC
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|
Alpha Financial Partners, LLC
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Fourth Dimension Wealth, LLC
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Wedmont Private Capital
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AllGen Financial Advisors, Inc.
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Oxbow Advisors, LLC
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Orion Portfolio Solutions, LLC
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Chevy Chase Trust Holdings, Inc.
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Milestone Asset Management, Llc
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Fort Point Capital Partners LLC
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|
Jeppson Wealth Management, Llc
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XML Financial, LLC
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Andina Capital Management, LLC
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Kathleen S. Wright Associates Inc.
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Ntv Asset Management Llc
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Ellis Investment Partners, LLC
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Fiduciary Group LLC
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Absolute Capital Management, LLC
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Kayne Anderson Rudnick Investment Management Llc
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WealthPLAN Partners, LLC
|
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GFS Advisors, LLC
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First American Trust, Fsb
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Oakworth Capital, Inc.
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Copia Wealth Management
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Hilltop Holdings Inc.
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King Luther Capital Management Corp
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TFB Advisors LLC
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Kovack Advisors, Inc.
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|
Tiaa Trust, National Association
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Edmond De Rothschild Holding S.a.
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|
Benjamin Edwards Inc
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|
Ariston Services Group
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|
Compass Wealth Management, LLC/GA
|
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|
Boston Research & Management Inc
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GAMMA Investing LLC
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Versant Capital Management, Inc
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Capital Analysts, Inc.
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Actinver Wealth Management, Inc.
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Walker Asset Management, LLC
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Helium Advisors LLC
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Hengehold Capital Management Llc
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Ameritas Investment Partners, Inc.
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Foundation Wealth Management, LLC
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4wealth Advisors, Inc.
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Strategies Wealth Advisors, LLC
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Gould Asset Management Llc /ca/
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Smallwood Wealth Investment Management, LLC
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Briaud Financial Planning, Inc
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Dakota Wealth Management
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Blue Fin Capital, Inc.
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Viewpoint Capital Management LLC
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Angeles Wealth Management, Llc
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Secure Asset Management, LLC
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Advisor Group Holdings, Inc.
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NewSquare Capital LLC
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Gibson Capital, LLC
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Wescott Financial Advisory Group, LLC
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Archer Investment Corp
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Wealth Management Associates, Inc.
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Spinnaker Trust
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Plum Street Advisors, LLC
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Jackson Wealth Management, LLC
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Sound Income Strategies, LLC
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|
Keebeck Wealth Management, LLC
|
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Minichmacgregor Wealth Management, Llc
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Chilton Capital Management Llc
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Bleakley Financial Group, LLC
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HBK Sorce Advisory LLC
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Accredited Investor Services, Llc
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DCF Advisers, LLC
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Boston Private Wealth Llc
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Frazier Financial Advisors, LLC
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Riverbend Wealth Management, LLC
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Van Hulzen Asset Management, LLC
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Claro Advisors LLC
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Centric Wealth Management
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Parallax Volatility Advisers, L.P.
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Golden State Wealth Management, LLC
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Winthrop Capital Management, LLC
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UBS Group AG
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Sanibel Captiva Trust Company, Inc.
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Calton & Associates, Inc.
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Bradley Foster & Sargent Inc/ct
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Huntington National Bank
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Rocky Mountain Advisers, Llc
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|
NewEdge Wealth, LLC
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|
Doliver Advisors, Lp
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Farrell Financial LLC
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Glenmede Trust Co Na
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UNIVEST FINANCIAL Corp
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Venturi Wealth Management, LLC
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Morton Capital Management LLC/CA
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Thrivent Financial For Lutherans
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First Community Trust Na
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Generation Capital Management LLC
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Laurel Wealth Advisors LLC
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Rsm Us Wealth Management Llc
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Granite FO LLC
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Magnolia Capital Advisors Llc
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Old National Bancorp /in/
|
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BankPlus Trust Department
|
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Independent Wealth Network Inc.
|
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Foundation Wealth Management, LLC\PA
|
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Sigma Planning Corp
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Midwest Capital Advisors, LLC
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Centricity Wealth Management, LLC
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Liberty Wealth Management Llc
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Global Trust Asset Management, LLC
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Clark Asset Management, LLC
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Armstrong Advisory Group, Inc
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Endeavor Private Wealth, Inc.
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Pennington Partners & Co., Llc
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Lowe Wealth Advisors, LLC
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Crumly & Associates Inc.
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Gries Financial Llc
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Signature Wealth Management Group
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Delta Financial Advisors Llc
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Fore Capital, LLC
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Paradigm Financial Partners, Llc
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Sheaff Brock Investment Advisors, LLC
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First Hawaiian Bank
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Cullen/frost Bankers, Inc.
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Grove Bank & Trust
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Beacon Financial Advisory LLC
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Concorde Asset Management, LLC
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Rathbone Brothers plc
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WealthCollab, LLC
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Strengthening Families & Communities, LLC
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Sage Private Wealth Group, Llc
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|
Independent Advisor Alliance
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Citadel Advisors Llc
|
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RMDFX - Aspiriant Trust - Aspiriant Defensive Allocation Fund
|
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|
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|
Fielder Capital Group LLC
|
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|
International Private Wealth Advisors LLC
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Five Pine Wealth Management
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Captrust Financial Advisors
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Arlington Capital Management, Inc.
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BKA Wealth Consulting, Inc.
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Berkeley Capital Partners, LLC
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Yukon Wealth Management, Inc.
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Wealth Alliance
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Prospera Financial Services Inc
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Sound Stewardship, LLC
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Quadrant Private Wealth Management, LLC
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West Family Investments, Inc.
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Cobblestone Asset Management LLC
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TT Capital Management LLC
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Anchor Pointe Wealth Management, LLC
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Cary Street Partner Investment Advisory Llc
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Nova Wealth Management, Inc.
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Myecfo, Llc
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Cerity Partners LLC
|
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|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
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|
Exchange Traded Concepts, Llc
|
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|
Forbes J M & Co Llp
|
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Sandy Spring Bank
|
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Allen Capital Group, LLC
|
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|
Firestone Capital Management
|
|
|
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|
BCJ Capital Management, LLC
|
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|
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|
Future Financial Wealth Managment LLC
|
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|
|
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|
Verger Capital Management LLC
|
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|
Soltis Investment Advisors LLC
|
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|
Stonebridge Financial Group, LLC
|
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|
Optivise Advisory Services LLC
|
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|
Creative Planning
|
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Stephens Consulting, LLC
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JSF Financial, LLC
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Blume Capital Management, Inc.
|
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|
Wiley Bros.-aintree Capital, Llc
|
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One Day In July LLC
|
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|
D.B. Root & Company, LLC
|
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|
|
|
Pitcairn Co
|
|
|
|
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|
Thompson Siegel & Walmsley Llc
|
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|
|
|
|
Barclays Plc
|
|
|
|
|
|
SFE Investment Counsel
|
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|
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|
First Trust Advisors Lp
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Rogco, Lp
|
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|
SMART Wealth LLC
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
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|
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
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|
Equitable Holdings, Inc.
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Hsbc Holdings Plc
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Atria Wealth Solutions, Inc.
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|
Skopos Labs, Inc.
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Marcum Wealth, LLC
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Mizuho Securities Co. Ltd.
|
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|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Css Llc/il
|
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|
|
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|
Two Sigma Securities, Llc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
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|
|
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|
Accredited Investors Inc.
|
|
|
|
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|
Tme Financial, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
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|
|
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|
Nomura Asset Management Co Ltd
|
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|
Whitener Capital Management, Inc.
|
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|
|
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|
Quattro Financial Advisors Llc
|
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|
Deane Retirement Strategies, Inc.
|
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|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mackay Shields Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Buttonwood Financial Group, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TGPNX - TCW FUNDS INC - TCW Conservative Allocation Fund Class N Shares
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
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|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
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|
Kelly Financial Services LLC
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|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Durante & Waters, Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
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|
Atticus Wealth Management, Llc
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Resona Asset Management Co.,Ltd.
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Sachetta, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Anderson Hoagland & Co
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Envestnet Asset Management Inc
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Main Street Financial Solutions, LLC
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Gables Capital Management Inc.
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Battery Global Advisors, LLC
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Envision Financial Planning, LLC
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Norden Group Llc
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Kfg Wealth Management, Llc
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Camden Capital, LLC
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Ofc Financial Planning, Llc
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Courier Capital Llc
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Fortitude Family Office, LLC
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Winnow Wealth Llc
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Brighton Jones Llc
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Chatham Capital Group, Inc.
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Genesis Wealth Advisors, LLC
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Reuter James Wealth Management, Llc
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Hanson & Doremus Investment Management
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Resonant Capital Advisors, LLC
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Great Valley Advisor Group, Inc.
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Ascent Group, LLC
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Jones Financial Companies Lllp
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Bristlecone Advisors, LLC
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Mader & Shannon Wealth Management, Inc.
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Crosspoint Financial, Llc
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WESPAC Advisors, LLC
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Keystone Financial Services
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GPS Wealth Strategies Group, LLC
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Old Second National Bank Of Aurora
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Assetmark, Inc
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Td Private Client Wealth Llc
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Cornerstone Planning Group LLC
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Confluence Investment Management Llc
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Us Bancorp \de\
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Beacon Financial Group
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Wells Financial Advisors INC
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EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB
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Intellus Advisors LLC
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Total Investment Management Inc
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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Jpmorgan Chase & Co
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Teamwork Financial Advisors, LLC
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Osborne Partners Capital Management, Llc
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Obsidian Personal Planning Solutions LLC
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Baldwin Brothers Inc/ma
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BXM Wealth LLC
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LPL Financial LLC
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Ckw Financial Group
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Summit Global Investments
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Gateway Wealth Partners, LLC
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Towerpoint Wealth, LLC
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Founders Financial Securities Llc
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Capital Investment Advisors, LLC
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Maridea Wealth Management LLC
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WealthTrak Capital Management LLC
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Narwhal Capital Management
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Intrua Financial, LLC
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Perkins Coie Trust Co
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Nvwm, Llc
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Quadrature Capital Ltd
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Capital A Wealth Management, LLC
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New Millennium Group LLC
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Three Cord True Wealth Management, LLC
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St Germain D J Co Inc
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1620 Investment Advisors, Inc.
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MainStreet Investment Advisors LLC
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Alexander Labrunerie & Co., Inc.
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Interchange Capital Partners, LLC
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First City Capital Management, Inc.
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Howard Financial Services, Ltd.
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Sovran Advisors, LLC
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RiverGlades Family Offices LLC
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Fiduciary Trust Co
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Keystone Financial Group
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Brooks, Moore & Associates, Inc.
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Silvia Mccoll Wealth Management, Llc
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James J. Burns & Company, LLC
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Inlet Private Wealth, LLC
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Stone Point Wealth LLC
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Wills Financial Group LLC
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Vantage Point Financial LLC
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VCI Wealth Management LLC
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Journey Advisory Group, LLC
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Vance Wealth, Inc.
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SJS Investment Consulting Inc.
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Abound Wealth Management
|
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CVA Family Office, LLC
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|
Trilogy Capital Inc.
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Vivaldi Capital Management, LLC
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Tactive Advisors, LLC
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|
Deutsche Bank Ag\
|
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|
Prentiss Smith & Co Inc
|
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BridgePort Financial Solutions, LLC
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|
W Advisors, Llc
|
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Umb Bank N A/mo
|
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|
WFA of San Diego, LLC
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Patriot Investment Management Inc.
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Patten Group, Inc.
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Centennial Bank/AR/
|
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Emerald Investment Partners, Llc
|
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Panoramic Investment Advisors, Llc
|
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|
TCG Advisory Services, LLC
|
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|
Vise Technologies, Inc.
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
WealthNavi Inc.
|
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|
SlateStone Wealth, LLC
|
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|
Fiduciary Family Office, Llc
|
|
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|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Moneta Group Investment Advisors Llc
|
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|
First Pacific Financial
|
|
|
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|
Avondale Wealth Management
|
|
|
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|
|
Raleigh Capital Management Inc.
|
|
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|
|
Glass Jacobson Investment Advisors llc
|
|
|
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|
Cadinha & Co Llc
|
|
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|
Hamilton Point Investment Advisors, LLC
|
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FDx Advisors, Inc.
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|
