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Biltmore Family Office, LLC
|
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Choate Investment Advisors
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Vista Wealth Management Group, LLC
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Ullmann Financial Group, Inc.
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Exencial Wealth Advisors, Llc
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Ascent Wealth Partners, LLC
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Ironwood Wealth Management, LLC.
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APCM Wealth Management for Individuals
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Wilkins Miller Wealth Management, LLC
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Captrust Financial Advisors
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Legacy Wealth Managment, LLC/ID
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Stockman Wealth Management, Inc.
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Pinnacle Associates Ltd
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Asset Management Group, Inc.
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Td Private Client Wealth Llc
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AlphaCore Capital LLC
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ERn Financial, LLC
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Resurgent Financial Advisors LLC
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Concurrent Investment Advisors, LLC
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RFG Advisory, LLC
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New Century Financial Group, LLC
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Proathlete Wealth Management Llc
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Becker Capital Management Inc
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Channel Wealth Llc
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GDS Wealth Management
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Waterfront Wealth Inc.
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Legacy Financial Group LLC
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Carrera Capital Advisors
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MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A
|
|
|
|
|
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Concord Asset Management, LLC/VA
|
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|
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Rogco, Lp
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Mechanics Financial Corp
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Quotient Wealth Partners, LLC
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Private Advisor Group, LLC
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Golden State Equity Partners
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Verity Asset Management, Inc.
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Portland Financial Advisors Inc
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UMA Financial Services, Inc.
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Halbert Hargrove Global Advisors, Llc
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Synergy Financial Management, LLC
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HighMark Wealth Management LLC
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jvl associates llc
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Allegheny Financial Group LTD
|
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FLC Capital Advisors
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Game Plan Financial Advisors, LLC
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Next Capital Management LLC
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Common Fund For Nonprofit Organizations
|
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Empower Advisory Group, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Signature Resources Capital Management, LLC
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Provenance Wealth Advisors, LLC
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North Star Asset Management Inc
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SC&H Financial Advisors, Inc.
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Bfsg, Llc
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Lowe Brockenbrough & Co Inc
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Infinity Wealth Counsel, LLC
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Mangrove Partners
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FSM Wealth Advisors, LLC
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Summit Asset Management, LLC
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Vision Capital Management, Inc.
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Revolve Wealth Partners, LLC
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Reliant Investment Partners, LLC
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Modus Advisors, LLC
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Clarity Asset Management, Inc.
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Hartland & Co., LLC
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Kraft, Davis & Associates, LLC
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Clear Point Advisors Inc.
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Creative Capital Management Investments LLC
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Baldwin Investment Management, LLC
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Chapman Financial Group, Llc
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Cascade Financial Partners, LLC
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|
Romano Brothers And Company
|
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Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
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|
Howland Capital Management Llc
|
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|
REAP Financial Group, LLC
|
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|
|
Boston Trust Walden Corp
|
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Bernardo Wealth Planning LLC
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|
Putnam Fl Investment Management Co
|
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|
Ubs Asset Management Americas Inc
|
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Fiduciary Alliance LLC
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FRG Family Wealth Advisors LLC
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Ironwood Wealth Management, Inc.
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MidAtlantic Capital Management, Inc.
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Econ Financial Services Corp
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Reuter James Wealth Management, Llc
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Schechter Investment Advisors, LLC
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Founders Capital Management, Llc
|
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Segment Wealth Management, LLC
|
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|
State of Tennessee, Treasury Department
|
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|
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|
|
Wesbanco Bank Inc
|
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|
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|
|
Sowell Financial Services LLC
|
|
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|
PBMares Wealth Management LLC
|
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|
Kagan Cocozza Asset Management
|
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|
Novem Group
|
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Diversify Wealth Management, Llc
|
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CarsonAllaria Wealth Management, Ltd.
|
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JT Stratford LLC
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Wallington Asset Management, LLC
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Clarity Capital Advisors, LLC
|
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CoreCap Advisors, LLC
|
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Nicolet Bankshares Inc
|
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Smith Shellnut Wilson Llc /adv
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Solstein Capital, LLC
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Marcum Wealth, LLC
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Integral Investment Advisors, Inc.
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Arbor Wealth Advisors LLC
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Hollencrest Capital Management
|
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Sylvest Advisors, LLC
|
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|
Community Bank, N.A.
|
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Tranquility Partners, LLC
|
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|
Guardian Asset Advisors, LLC
|
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|
Park Place Capital Corp
|
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|
HCR Wealth Advisors
|
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|
First National Corp /ma/ /adv
|
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|
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|
Strategies Wealth Advisors, LLC
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BlueChip Wealth Advisors LLC
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Marshall & Sterling Wealth Advisors Inc.
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SNS Financial Group, LLC
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Ohio National Investments, Inc.
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Quadrant Capital Group Llc
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Beacon Investment Advisory Services, Inc.
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CBIZ Investment Advisory Services, LLC
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Oppenheimer Asset Management Inc.
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Ironsides Asset Advisors, LLC
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Parkside Financial Bank & Trust
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Hazlett, Burt & Watson, Inc.
|
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|
MSH Capital Advisors LLC
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Novare Capital Management Llc
|
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|
|
American Trust
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
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|
|
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|
LongView Wealth Management
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|
Valeo Financial Advisors, LLC
|
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Hardin Capital Partners, LLC
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Fifth Third Bancorp
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Harbor Group, Inc.
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Lazari Capital Management, Inc.
|
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First Citizens Bank & Trust Co
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Kopp Family Office, LLC
|
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|
|
Strategic Equity Management
|
|
|
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|
Curio Wealth, Llc
|
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|
|
|
VestGen Advisors, LLC
|
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|
Nautilus Advisors LLC
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Nordwand Advisors, LLC
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Global Wealth Management Investment Advisory, Inc.
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Lakeshore Financial Planning, Inc.
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Burkett Financial Services, Llc
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Colonial River Wealth Management, LLC
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Cm Wealth Advisors Llc
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|
Gables Capital Management Inc.
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Northwest Quadrant Wealth Management, LLC
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Morris Financial Concepts, Inc.
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WP Advisors, LLC
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Capital Investment Counsel, Inc
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180 Wealth Advisors, Llc
|
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Flagship Harbor Advisors, Llc
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Bellwether Advisors, LLC
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Transamerica Financial Advisors, Inc.
|
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|
Stock Yards Bank & Trust Co
|
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Galvin, Gaustad & Stein, LLC
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|
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|
Pictet & Cie (Europe) SA
|
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|
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|
Red Tortoise LLC
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Keener Financial Planning LLC
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Legacy Financial Advisors, Inc.
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Assetmark, Inc
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Dana Investment Advisors, Inc.
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Brightwater Advisory LLC
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AlphaStar Capital Management, LLC
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|
Clare Market Investments LLC
|
|
|
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|
Mandatum Life Insurance Co Ltd
|
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|
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|
AE Wealth Management LLC
|
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|
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|
Mill Creek Capital Advisors, LLC
|
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Zrc Wealth Management, Llc
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Round Rock Advisors, LLC
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American Investment Services, Inc.
|
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Retirement Wealth Solutions LLC
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Evanson Asset Management, LLC
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|
Stephenson & Company, Inc.
|
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|
Platform Technology Partners
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|
Nations Financial Group Inc, /ia/ /adv
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|
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|
Regatta Capital Group, Llc
|
|
|
|
|
|
Condor Capital Management
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|
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|
Aspiriant, Llc
|
|
|
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|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
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|
Dimension Capital Management Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
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|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
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Ameritas Advisory Services, LLC
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Pps&v Asset Management Consultants, Inc.
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Flavin Financial Services, Inc.
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Parkworth Wealth Management, Inc.
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Naples Global Advisors, Llc
|
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|
Verum Partners LLC
|
|
|
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|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
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|
|
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|
Journey Advisory Group, LLC
|
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|
|
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|
Francis Financial, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
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|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
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|
St. Clair Advisors, LLC
|
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|
|
|
|
Apella Capital, LLC
|
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|
|
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|
Cornerstone Advisors Asset Management, Inc
|
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|
Cohen Klingenstein LLC
|
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|
SBI Securities Co., Ltd.
|
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|
First Business Financial Services, Inc.
|
|
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|
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
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|
Armis Advisers, LLC
|
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Pathstone Holdings, LLC
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Meridian Investment Counsel Inc.
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Mullooly Asset Management, Inc.
|
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|
Hoey Investments, Inc
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Fortis Capital Advisors, LLC
|
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|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
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|
One Capital Management, LLC
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|
Firestone Capital Management
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|
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|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Prairieview Wealth Partners, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
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|
Fermata Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
City State Bank
|
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|
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|
St Germain D J Co Inc
|
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|
Foster Group, Inc.
|
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|
Steward Partners Investment Advisory, Llc
|
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|
AlTi Global, Inc.
|
|
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|
|
|
Janney Capital Management LLC
|
|
|
|
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|
Kellett Schaffner Wealth Advisors LLC
|
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|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
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Gen-Wealth Partners Inc
|
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Stelac Advisory Services LLC
|
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Studio Investment Management Llc
|
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CNB Bank
|
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Union Savings Bank
|
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Laurel Wealth Planning LLC
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Jfs Wealth Advisors, Llc
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CBM Financial, LLC
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Financial Management Network Inc
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Farmers & Merchants Trust Co of Chambersburg PA
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Atlas Capital Advisors Llc
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Stratos Wealth Advisors, LLC
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Citizens Financial Group Inc/ri
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Everhart Financial Group, Inc.
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Moody Lynn & Lieberson, Llc
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Dougherty Wealth Advisers LLC
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West Paces Advisors Inc.
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Verus Wealth Management, Llc
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Piscataqua Savings Bank
|
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Wbh Advisory Inc
|
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Old North State Trust, LLC
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Premier Financial Group
|
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Rainey & Randall Investment Management Inc.
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Gerber Kawasaki Wealth & Investment Management
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Balanced Wealth Group Llc
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Horizon Bancorp Inc /in/
|
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Texas Bank & Trust Co
|
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Creekside Partners
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White Pine Investment CO
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Lakeshore Capital Group, Inc.
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Colonial Trust Advisors
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Peninsula Asset Management Inc
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IFP Advisors, Inc
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Redwood Park Advisors LLC
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Pittenger & Anderson Inc
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Sherman Asset Management, Inc.
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Okabena Investment Services Inc
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Atlas Legacy Advisors, LLC
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DRW Securities, LLC
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Frazier Financial Advisors, LLC
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BKD Wealth Advisors, LLC
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Two Roads Shared Trust - Foundations Dynamic Core ETF
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Flaharty Asset Management, LLC
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Brown Wealth Management, Llc
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Newman Dignan & Sheerar, Inc.
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Arcadia Investment Advisors Llc
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Rochester Wealth Strategies, LLC
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Clune & Associates, Ltd.
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Armbruster Capital Management, Inc.
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Kure Advisory, LLC
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Pachira Investments Inc.
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Dupree Financial Group, LLC
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Sittner & Nelson, Llc
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Diversified Trust Co
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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RKL Wealth Management LLC
|
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First Western Trust Bank
|
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E&G Advisors, LP
|
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Northstar Advisory Group, LLC
|
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SECT - Northern Lights Fund Trust IV - Main Sector Rotation ETF
|
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Ashford Advisors, LLC
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Blodgett Wealth Advisors, Llc
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Americana Partners, LLC
|
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|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
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|
|
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|
Northwestern Mutual Wealth Management Co
|
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C M Bidwell & Associates Ltd
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International Private Wealth Advisors LLC
|
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Motive Wealth Advisors
|
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Obsidian Personal Planning Solutions LLC
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Moisand Fitzgerald Tamayo, LLC
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Bronte Capital Management Pty Ltd.
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Breakwater Capital Group
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WealthCare Investment Partners, LLC
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BlackRock, Inc.
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Kcm Investment Advisors Llc
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Bleakley Financial Group, LLC
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CPA Asset Management LLC
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Legacy Investment Solutions, LLC
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Orion Capital Management LLC
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Black Diamond Financial, LLC
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Port Capital LLC
|
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Bonfire Financial
|
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|
AMG National Trust Bank
|
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Palo Alto Wealth Advisors, Llc
|
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Carl P. Sherr & Co., LLC
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Presper Financial Architects, LLC
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Obermeyer Wood Investment Counsel, Lllp
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Nwam Llc
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Evernest Financial Advisors, LLC
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Crestwood Advisors Group LLC
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Stephens Inc /ar/
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Advisors Capital Management, LLC
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Midwest Professional Planners, LTD.
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SPC Financial, Inc.
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IFG Advisors, LLC
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Edmond De Rothschild Holding S.a.
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Patten Group, Inc.
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BOK Financial Private Wealth, Inc.
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Bouchey Financial Group Ltd
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Cliftonlarsonallen Wealth Advisors, Llc
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Aristides Capital LLC
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Prudential Financial Inc
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Cullen/frost Bankers, Inc.
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Probity Advisors, Inc.
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Future You Wealth Llc
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Kovack Advisors, Inc.
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Fusion Family Wealth LLC
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Chapin Davis, Inc.
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Melone Private Wealth, LLC
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Twin Peaks Wealth Advisors, LLC
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Vista Capital Partners, Inc.
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Duncan Williams Asset Management, LLC
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Stonegate Investment Group, LLC
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Capital Asset Advisory Services LLC
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Commerce Bank
|
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Barrett & Company, Inc.
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|
Koesten, Hirschmann & Crabtree, INC.
|
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Proactive Wealth Strategies LLC
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Paulson Wealth Management Inc.
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|
Empirical Asset Management, LLC
|
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SP Asset Management LLC
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|
Bank OZK
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Kearns & Associates LLC
|
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|
|
|
|
AllSquare Wealth Management LLC
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|
Fiduciary Group LLC
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|
Cooper Financial Group
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|
Financial Partners Group, Inc
|
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Future Fund LLC
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Harbour Capital Advisors, LLC
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|
SFG Wealth Management, LLC.
|
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|
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|
McAdam, LLC
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Chicago Capital, LLC
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Fortress Private Ledger, Llc
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|
Goelzer Investment Management, Inc.
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|
Joel Adams & Associates, Inc.
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Financial Advisors, LLC
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|
Lee Danner & Bass Inc
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
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|
Counterweight Ventures, LLC
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Elgethun Capital Management
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Brown, Lisle/cummings, Inc.
|
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|
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|
|
Forte Capital Llc /adv
|
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|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
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|
Commonwealth Financial Services, LLC
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|
Graypoint LLC
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|
Kaydan Wealth Management, Inc.
|
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|
Strategic Financial Partners, Ltd.
|
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|
DDFG, Inc
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|
Rf&l Wealth Management, Llc
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|
Turning Point Benefit Group, Inc.
|
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|
|
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|
High Net Worth Advisory Group LLC
|
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|
Brookstone Capital Management
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|
Kohmann Bosshard Financial Services, LLC
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|
Pure Financial Advisors, Inc.
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|
Johnson Financial Group, Inc.
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|
Painted Porch Advisors LLC
|
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|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
OVS - Listed Funds Trust - Overlay Shares Small Cap Equity ETF
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
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|
|
|
|
Mission Wealth Management, Lp
|
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|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
NDAAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Aggressive Fund Class A
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
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Capasso Planning Partners LLC
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Ironwood Investment Counsel, LLC
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Eastern Bank
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Signaturefd, Llc
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Integrity Alliance, Llc.
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M1 Capital Management LLC
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DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
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Smith Anglin Financial, LLC
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Orion Portfolio Solutions, LLC
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Grant Street Asset Management, Inc.
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Harwood Advisory Group, LLC
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Key FInancial Inc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II
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Capital Analysts, Inc.
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Briaud Financial Planning, Inc
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New World Advisors LLC
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GGM Financials LLC
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Pinnacle Financial Group, LLC / IL
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Patten & Patten Inc/tn
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Keystone Financial Group
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Stonebridge Capital Advisors LLC
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Ade, Llc
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Syntegra Private Wealth Group, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Ameriflex Group, Inc.
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Arkansas Financial Group, Inc.
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Transce3nd, LLC
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Hillcrest Wealth Advisors - NY, LLC
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McKinley Carter Wealth Services, Inc.
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Hopwood Financial Services, Inc.
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Sfm, Llc
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Bank of New Hampshire
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Pathway Financial Advisors LLC
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Capital Investment Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
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Magnolia Capital Advisors Llc
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Trueblood Wealth Management, LLC
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Bond & Devick Financial Network, Inc.
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Snowden Capital Advisors LLC
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Higgins & Schmidt Wealth Strategies LLC
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Kathmere Capital Management, LLC
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Madison Wealth Partners, Inc
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LeConte Wealth Management, LLC
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GAMMA Investing LLC
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BRYN MAWR TRUST Co
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StoneX Group Inc.
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Dudley Capital Management, Llc
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Marex Group plc
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4wealth Advisors, Inc.
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Farmers Trust Co
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Magnolia Capital Management Ltd
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Nelson Capital Management, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Vermillion Wealth Management, Inc.
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SRS Capital Advisors, Inc.
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Financial Gravity Companies, Inc.
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Kozak & Associates, Inc.
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Leavell Investment Management, Inc.
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Fiduciary Financial Group, Llc
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Running Point Capital Advisors, LLC
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Modern Wealth Management, LLC
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Headinvest, Llc
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Salem Investment Counselors Inc
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Moss Adams Wealth Advisors LLC
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Trustmark National Bank Trust Department
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Newton One Investments LLC
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Montis Financial, LLC
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Hicks Capital Management Llc
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Fairview Capital Investment Management, Llc
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Bearing Point Capital, Llc
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Christopher J. Hasenberg, Inc
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Register Financial Advisors LLC
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Capital Advisors Inc/ok
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Boyd Wealth Management, LLC
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Sabal Trust CO
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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World Equity Group, Inc.
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Nemes Rush Group LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II
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Patton Albertson Miller Group, Llc
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Alerus Financial Na
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Summit X, LLC
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Winebrenner Capital Management Llc
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Price T Rowe Associates Inc /md/
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Whittier Trust Co
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M3 Advisory Group, LLC
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Wallace Advisory Group, LLC
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Madden Advisory Services, Inc.
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Insight Wealth Strategies, LLC
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GWM Advisors LLC
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SJA Financial Advisory, LLC
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Quaker Wealth Management, LLC
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Nationwide Fund Advisors
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Archetype Wealth Partners
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Westmount Partners, LLC
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Gitterman Wealth Management, LLC
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Level Four Advisory Services, Llc
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Blue Barn Wealth, LLC
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Nabity-Jensen Investment Management Inc
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OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
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Rik Saylor Financial, Inc.
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FDx Advisors, Inc.
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Nicolet Advisory Services, Llc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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WealthCollab, LLC
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New England Professional Planning Group Inc.
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Patron Partners Advisors, Llc
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Fmb Wealth Management
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Old Second National Bank Of Aurora
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Deutsche Bank Ag\
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Per Stirling Capital Management, LLC.
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First Commonwealth Financial Corp /pa/
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Providence First Trust Co
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Corundum Group, Inc.
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Vickerman Investment Advisors, Inc.
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Castle Wealth Management Llc
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Mascoma Wealth Management LLC
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|
Sprinkle Financial Consultants LLC
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|
Central Bank & Trust Co
|
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Stonehage Fleming Financial Services Holdings Ltd
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Emerald Investment Partners, Llc
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Tiemann Investment Advisors, Llc
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HBK Sorce Advisory LLC
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Mutual Advisors, LLC
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Sovran Advisors, LLC
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American Money Management, LLC
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Full Sail Capital, LLC
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Crescent Grove Advisors, LLC
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Legal & General Group Plc
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Bank of Jackson Hole Trust
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L2 Asset Management, LLC
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Greykasell Wealth Strategies, Inc.
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|
Venturi Wealth Management, LLC
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|
AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Keel Point, LLC
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Morgan Dempsey Capital Management Llc
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CENTRAL TRUST Co
|
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Wiser Wealth Management, Inc
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Quad-Cities Investment Group, LLC
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Whittier Trust Co Of Nevada Inc
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Charter Oak Capital Management, LLC
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Northwestern Mutual Investment Management Company, Llc
|
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United Advisor Group, LLC
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Nbt Bank N A /ny
|
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Northern Oak Wealth Management Inc
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Plum Street Advisors, LLC
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Elevatus Welath Management
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|
National Bank Of Canada /fi/
|
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|
Summit Global Investments
|
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|
Ironwood Financial, llc
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|
Allen Investment Management LLC
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|
Advantage Trust Co
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|
Vident Advisory, LLC
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White Knight Strategic Wealth Advisors, LLC
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|
Edgemoor Investment Advisors, Inc.
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|
|
|
MAGSX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Northern Trust Corp
|
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|
|
|
|
Balance Wealth, LLC
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|
|
Claro Advisors LLC
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|
Park National Corp /oh/
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MJT & Associates Financial Advisory Group, Inc.
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|
Pin Oak Investment Advisors Inc
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Centaurus Financial, Inc.
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|
VSM Wealth Advisory, LLC
|
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|
|
|
Founders Capital Management
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
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|
|
|
|
Flow Traders U.s. Llc
|
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|
|
|
Partnership Wealth Management, LLC
|
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|
|
|
Kingswood Wealth Advisors, Llc
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|
Private Advisory Group LLC
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|
Verde Capital Management
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|
Shoker Investment Counsel, Inc.
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|
Amarillo National Bank
|
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|
Keystone Financial Group, Inc.
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MFA Wealth Services
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Voisard Asset Management Group, Inc.
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|
360 Financial, Inc.
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Harbor Advisory Corp /ma/
|
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Fortitude Family Office, LLC
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|
Primoris Wealth Advisors, Llc
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McGlone Suttner Wealth Management, Inc.
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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Ogorek Anthony Joseph /ny/ /adv
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Epiq Partners, Llc
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Opinicus Capital, Inc.
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Fsb Premier Wealth Management, Inc.
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RFP Financial Group LLC
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RPG Investment Advisory, LLC
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|
DBK Financial Counsel, LLC
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|
Wealth Enhancement Advisory Services, Llc
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|
High Falls Advisors, Inc
|
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|
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|
Balboa Wealth Partners
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|
|
|
|
|
BridgePort Financial Solutions, LLC
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|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
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|
Squarepoint Ops LLC
|
|
|
|
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|
Family Wealth Group, LLC
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|
Sunflower Bank, N.A.
|
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Pinnacle Wealth Planning Services, Inc.
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|
Twele Capital Management, Inc.
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Thrive Wealth Management, LLC
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Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
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|
JB Capital LLC
|
|
|
|
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|
Darden Wealth Group Inc
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|
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|
Sig Brokerage, Lp
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|
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|
Ally Financial Inc.
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|
Powell Investment Advisors, LLC
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|
XY Planning Network, Inc.
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|
Ballentine Partners, LLC
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|
J. Goldman & Co LP
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|
Catalina Capital Group, LLC
|
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|
Total Clarity Wealth Management, Inc.
|
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|
Citizens Business Bank
|
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|
Birchbrook, Inc.
|
|
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|
Gateway Wealth Partners, LLC
|
|
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Long Run Wealth Advisors, LLC
|
|
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|
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|
Synovus Financial Corp
|
|
|
|
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|
Alpha Omega Wealth Management LLC
|
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|
North Star Investment Management Corp.
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|
Cypress Wealth Services, LLC
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Northwest Capital Management Inc
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|
Cornell Pochily Investment Advisors, Inc.
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|
Heritage Family Offices, LLP
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Doliver Advisors, Lp
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|
Sheaff Brock Investment Advisors, LLC
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|
|
|
Lantz Financial LLC
|
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|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
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|
|
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|
Buffington Mohr McNeal
|
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|
Sunbelt Securities, Inc.
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|
Annis Gardner Whiting Capital Advisors, LLC
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Cary Street Partners Financial Llc
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|
Sterling Wealth Management, Inc.
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|
|
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|
Gimbal Financial
|
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|
|
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|
Secure Asset Management, LLC
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|
|
|
Tradewinds Capital Management, LLC
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|
CHB Investment Group, LLC
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|
Hartford Financial Management Inc.
|
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|
|
First National Advisers, LLC
|
|
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|
WMG Financial Advisors, LLC
|
|
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|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
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|
Mosaic Financial Group, Llc
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|
Mackenzie Financial Corp
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|
Lockerman Financial Group, Inc.
|
|
|
|
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|
Spectrum Wealth Counsel, LLC
|
|
|
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|
Financial Advocates Investment Management
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
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|
Droms Strauss Advisors Inc /mo/ /adv
|
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|
|
|
|
Transcendent Capital Group LLC
|
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|
|
|
|
Kilter Group LLC
|
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|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Zacks Investment Management
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|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
WoodTrust Financial Corp
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|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
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|
Betterment LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Blend Fund Initial Class
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Promus Capital, LLC
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Integrated Investment Consultants, LLC
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Buckingham Strategic Partners
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Punch & Associates Investment Management, Inc.
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Redwood Wealth Management Group, LLC
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United Bank
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Clark Capital Management Group, Inc.
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Sovereign Financial Group, Inc.
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Nova Wealth Management, Inc.
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Guidance Capital, Inc
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Pennsylvania Capital Management Inc /adv
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Oakwell Private Wealth Management, LLC
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Next Level Wealth Planning, LLC
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Veridan Wealth LLC
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RDA Financial Network
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Transatlantique Private Wealth Llc
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Walled Lake Planning & Wealth Management, Llc
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Wsfs Capital Management, Llc
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Encompass Wealth Advisors, Llc
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Sfmg, Llc
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O'shaughnessy Asset Management, Llc
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First Bank & Trust
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Summit Financial, LLC
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Convergence Financial, LLC
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WCG Wealth Advisors LLC
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Signal Advisors Wealth, LLC
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Marino, Stram & Associates Llc
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Phillips Financial Management, Llc
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Fund Evaluation Group, LLC
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Delta Financial Advisors Llc
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Phillips Wealth Planners LLC
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Schwab Charitable Fund
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Kayne Anderson Rudnick Investment Management Llc
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Rehmann Capital Advisory Group
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Segall Bryant & Hamill, Llc
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Park Avenue Securities Llc
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Westside Investment Management, Inc.
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Chevy Chase Trust Holdings, Inc.
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Atwood & Palmer Inc
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Arrowroot Family Office, LLC
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Corundum Trust Company, INC
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First Interstate Bank
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Paradigm Financial Partners, Llc
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Red Door Wealth Management, LLC
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Matrix Private Capital Group Llc
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TFG Advisers LLC
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Guidance Point Advisors, LLC
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Cetera Investment Advisers
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Pacific Point Advisors, LLC
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Ritholtz Wealth Management
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Equitable Holdings, Inc.
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Princeton Global Asset Management LLC
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Fort Washington Investment Advisors Inc /oh/
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Peoples Bank /oh
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Atria Investments Llc
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SkyOak Wealth, LLC
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Interchange Capital Partners, LLC
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Nicholas Hoffman & Company, LLC.
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Curtis Advisory Group, LLC
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Davies Financial Advisors, Inc.
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Silvercrest Asset Management Group Llc
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GFS Advisors, LLC
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Sterling Investment Advisors Llc /adv
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Procyon Private Wealth Partners, LLC
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Equita Financial Network, Inc.
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Robertson Stephens Wealth Management, LLC
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Proffitt & Goodson Inc
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Pingora Partners LLC
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Ifrah Financial Services, Inc.
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Foster Dykema Cabot & Partners, Llc
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SYM FINANCIAL Corp
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Selway Asset Management
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Investment Partners Asset Management, Inc.
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TCTC Holdings, LLC
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MGB Wealth Management, LLC
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Vestmark Advisory Solutions, Inc.
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Arcataur Capital Management LLC
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Dogwood Wealth Management LLC
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O'ROURKE & COMPANY, Inc
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Strathmore Capital Advisors, Inc.
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MCF Advisors LLC
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Paradigm, Strategies in Wealth Management, LLC
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RoundAngle Advisors LLC
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Seeds Investor Llc
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FC Advisory LLC
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CWA Asset Management Group, LLC
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Planning Alternatives Ltd /adv
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Spinnaker Trust
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Venture Visionary Partners LLC
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OMNI 360 Wealth, Inc.
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New Hampshire Trust
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Tanaka Capital Management Inc
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North Capital, Inc.
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Baltimore-Washington Financial Advisors, Inc.
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Howard Wealth Management, Llc
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Court Place Advisors, LLC
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Manufacturers Life Insurance Company, The
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Farther Finance Advisors, LLC
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JSF Financial, LLC
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Mendota Financial Group, LLC
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Great Lakes Advisors, Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II
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Savant Capital, LLC
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Magnus Financial Group LLC
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GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
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Associated Banc-corp
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Tfo-tdc, Llc
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S&t Bank/pa
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TL Private Wealth
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Pensionmark Financial Group, Llc
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Frontier Asset Management, LLC
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Cerity Partners LLC
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Comprehensive Financial Planning, Inc./PA
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MY Wealth Management Inc.
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Sagespring Wealth Partners, Llc
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Lvm Capital Management Ltd/mi
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Armstrong Advisory Group, Inc
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Somnio Financial Group, LLC
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Checchi Capital Advisers, LLC
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Sensible Money, LLC
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Vista Investment Management
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Nbc Securities, Inc.
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Hsbc Holdings Plc
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Washington Trust Bank
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Legacy Financial Strategies, LLC
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WASHINGTON TRUST Co
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Altus Wealth Group LLC
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Toroso Investments, LLC
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Willow Creek Wealth Management Inc.
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Newbridge Financial Services Group, Inc.
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Poehling Capital Management, LLC
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Sentinus, LLC
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Uptown Financial Advisors LLC
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Navigoe, LLC
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Rocky Mountain Advisers, Llc
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Etesian Wealth Advisors, Inc.
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Saxon Interests, Inc.
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Fountainhead AM, LLC
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Lifelong Wealth Advisors, Inc.
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Granite Bay Wealth Management, LLC
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Evolution Wealth Management Inc.
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SeaBridge Investment Advisors LLC
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David J Yvars Group
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Goldstone Financial Group, LLC
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Autumn Glory Partners, LLC
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Bradley & Co. Private Wealth Management, LLC
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Compton Financial Group, LLC
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Elevated Capital Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Soltis Investment Advisors LLC
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Heck Capital Advisors, LLC
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Jefferies Financial Group Inc.
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Bridges Investment Management Inc
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Mowery & Schoenfeld Wealth Management, LLC
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BLB&B Advisors, LLC
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Amara Financial, Llc.
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Tyler-Stone Wealth Management
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Zullo Investment Group, Inc.
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Boreal Capital Management LLC
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Nilsine Partners, LLC
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BlueStem Wealth Partners, LLC
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Cardinal Strategic Wealth Guidance
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Eight 31 Financial Llc
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Nadler Financial Group, Inc.
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LRI Investments, LLC
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PACK Private Wealth, LLC
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Gryphon Financial Partners LLC
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Busey Wealth Management
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Atticus Wealth Management, Llc
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Capital Advantage, Inc.
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|
Royal Bank Of Canada
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Crewe Advisors LLC
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|
Bestgate Wealth Advisors, LLC
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|
Clearbridge Investments, LLC
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|
West Bancorporation Inc
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Wealth Preservation Advisors, LLC
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|
Shepherd Financial Partners LLC
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|
Engineers Gate Manager LP
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|
Trust Co Of Virginia /va
|
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|
IRSVX - Voya Separate Portfolios Trust - Voya Target Retirement 2055 Fund Class I
|
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|
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|
High Note Wealth, LLC
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|
Independent Family Office, LLC
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Fiera Capital Corp
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Sterling Investment Counsel, LLC
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Vannoy Advisory Group, Inc.
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|
Collier Financial
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Lebenthal Global Advisors, LLC
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Greenhouse Wealth Management, LLC
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Gerber, Llc
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Heritage Wealth Management, Inc.
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Csenge Advisory Group
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Wells Fargo & Company/mn
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|
Family Management Corp
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Goodwin Investment Advisory
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Cosner Financial Group, LLC
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Coordinated Financial Services, Inc.
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Rockwood Wealth Management, LLC
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Alhambra Investment Partners LLC
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|
Compass Wealth Management LLC
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|
Wolf Group Capital Advisors
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|
CWS Financial Advisors, LLC
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|
Beacon Pointe Advisors, LLC
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|
Pineridge Advisors LLC
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|
Members Wealth Llc
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|
Three Seasons Wealth, LLC
|
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|
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|
RMR Wealth Builders
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|
BankPlus Trust Department
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|
Spectrum Asset Management, Inc. (NB/CA)
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Steele Capital Management, Inc.
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Windsor Capital Management, LLC
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AssuredPartners Investment Advisors, LLC
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|
Davidson Investment Advisors
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Spirepoint Private Client, Llc
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Campion Asset Management LLC
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Sofos Investments, Inc.
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Wealthcare Advisory Partners LLC
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Allen Capital Group, LLC
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|
CGC Financial Services, LLC
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|
Kapstone Financial Advisors LLC
|
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|
City National Bank Of Florida /msd
|
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|
Cfm Wealth Partners Llc
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|
Peoples Financial Services Corp.
|
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|
Wetherby Asset Management Inc
|
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|
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|
Twin Focus Capital Partners, Llc
|
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|
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|
New Insight Wealth Advisors
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|
Truefg, Llc
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|
Pine Ridge Advisers LLC
|
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|
Stillwater Capital Advisors, LLC
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|
Woodstock Corp
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|
Strategy Asset Managers Llc
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Perennial Investment Advisors, LLC
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Fourth Dimension Wealth, LLC
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|
Fiduciary Trust Co
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Advyzon Investment Management, LLC
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|
Us Bancorp \de\
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|
Eqis Capital Management, Inc.
|
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|
Sound Stewardship, LLC
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|
Heritage Investors Management Corp
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|
Sharkey, Howes & Javer
|
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|
|
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|
Ledyard National Bank
|
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|
|
|
|
Mason Street Advisors, Llc
|
|
|
|
|
|
LTG Capital LLC
|
|
|
|
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|
Warren Street Wealth Advisors, LLC
|
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|
|
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|
Greenleaf Trust
|
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|
Franklin, Parlapiano, Turner & Welch, LLC
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|
Sigma Planning Corp
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|
Axxcess Wealth Management, Llc
|
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|
Caliber Wealth Management, LLC / KS
|
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|
Johnson Bixby & Associates, LLC
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|
Catalyst Financial Partners Llc
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|
Carbahal Olsen Financial Services Group, LLC
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|
Keeler & Nadler Financial Planning & Wealth Management
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|
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CX Institutional
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Centurion Wealth Management LLC
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Jackson, Grant Investment Advisers, Inc.
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|
Cowa, Llc
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ARS Investment Partners, LLC
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Sage Financial Group Inc
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Future Financial Wealth Managment LLC
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Post Resch Tallon Group Inc.
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|
Perritt Capital Management Inc
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Tritonpoint Wealth, Llc
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Montag A & Associates Inc
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Horan Capital Advisors, LLC.
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Centricity Wealth Management, LLC
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Midwest Capital Advisors, LLC
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|
Insigneo Advisory Services, Llc
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|
Moser Wealth Advisors, LLC
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|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
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|
Baird Financial Group, Inc.
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|
DiMeo Schneider & Associates, L.L.C.
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Washington Trust Advisors, Inc.
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Mosaic Family Wealth Partners, Llc
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Culbertson A N & Co Inc
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|
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|
Granite Investment Partners, LLC
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|
Hardy Reed LLC
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Global Wealth Management, LLC
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Madrona Financial Services, LLC
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Blue Zone Wealth Advisors, LLC
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|
Helen Stephens Group, LLC
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|
Coign Capital Advisors LLC
|
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|
Ignite Planners, LLC
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|
Stephenson National Bank & Trust
|
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|
Archer Investment Corp
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
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|
Clifford Swan Investment Counsel Llc
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|
Manhattan West Asset Management, LLC
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|
Parallel Advisors, LLC
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Wood Tarver Financial Group, LLC
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Pinnacle Wealth Management Group, Inc.
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|
Level Wealth Management LLC
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RiverFront Investment Group, LLC
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TD Capital Management LLC
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Jackson Hole Capital Partners, LLC
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Atria Wealth Solutions, Inc.
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Wealthspire Advisors, LLC
|
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|
Midwest Trust Co
|
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|
Cardinal Point Capital Management, ULC
|
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|
Smith Chas P & Associates Pa Cpas
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II
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|
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Peregrine Asset Advisers, Inc.
|
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|
|
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|
Fairway Wealth LLC
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GM Advisory Group, Inc.
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Leverty Financial Group, LLC
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Spears Abacus Advisors LLC
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Tru Independence Asset Management 2, Llc
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OneAscent Financial Services LLC
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Sage Financial Management Group, Inc.
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Brookmont Capital Management
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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SJS Investment Consulting Inc.
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Tarbox Family Office, Inc.
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Clearwater Capital Advisors, LLC
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ULTRA SERIES FUND - Aggressive Allocation Fund Class I
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Stokes Family Office, LLC
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Bremer Bank National Association
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Drive Wealth Management, Llc
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Bright Futures Wealth Management, LLC.
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Hi-Line Capital Management, LLC
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Victrix Investment Advisors
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Liberty Wealth Management Llc
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Vantage Point Financial LLC
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First National Bank Of Omaha
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PrairieView Partners, LLC
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Nottingham Advisors, Inc.
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Kraft Asset Management, Llc
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J.w. Cole Advisors, Inc.
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Weil Company, Inc.
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Independence Bank of Kentucky
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JustInvest LLC
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1248 Management, LLC
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Meeder Advisory Services, Inc.
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Aptus Capital Advisors, LLC
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Copia Wealth Management
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ORG Partners LLC
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Diversify Advisory Services, LLC
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Narus Financial Partners, LLC
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YANKCOM Partnership
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Gallagher Capital Advisors, LLC
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Sageworth Trust Co
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Accredited Investors Inc.
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Alpha Cubed Investments, LLC
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Sunburst Financial Group, LLC
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Transcend Wealth Collective, Llc
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Prudent Man Investment Management, Inc.
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Asset Allocation Strategies LLC
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LifePlan Financial, LLC
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Fidelis Capital Partners, LLC
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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Farmers National Bank
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Hrt Financial Lp
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Rebalance, Llc
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Eley Financial Management, Inc
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Mechanics Bank Trust Department
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Allstate Corp
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Heritage Wealth Advisors
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HighTower Advisors, LLC
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Vivaldi Capital Management, LLC
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Peterson Wealth Advisors, LLC
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Davidson Capital Management Inc.
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Arete Wealth Advisors, LLC
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Blue Edge Capital, LLC
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St. Louis Financial Planners Asset Management, LLC
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Radnor Capital Management, LLC
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Farmers & Merchants Investments Inc
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Journey Strategic Wealth Llc
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Capital Fund Management S.a.
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Cassaday & Co Wealth Management LLC
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Evergreen Capital Management Llc
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TCP Asset Management, LLC
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|
ULTRA SERIES FUND - Conservative Allocation Fund Class I
|
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Jamison Private Wealth Management, Inc.
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Fairscale Capital, LLC
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Mogy Joel R Investment Counsel Inc
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Stone House Investment Management, LLC
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Lee Financial Co
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Capital Management Associates, Inc
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Souders Financial Advisors
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Starr Indemnity & Liability Co
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ADG Wealth Management Group, LLC
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RWM Asset Management, LLC
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Tectonic Advisors Llc
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High Probability Advisors, LLC
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Williams Jones Wealth Management, LLC.
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HFG Advisors, Inc.
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Dakota Wealth Management
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White Pine Capital Llc
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Noesis Capital Mangement Corp
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WPG Advisers, LLC
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Purkiss Capital Advisors LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Fundamentun, Llc
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Dagco, Inc.
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Park Square Financial Group, LLC
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Sound Income Strategies, LLC
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Cvfg Llc
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BKM Wealth Management, LLC
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Plancorp, LLC
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Finley Financial, LLC
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Lynch & Associates/in
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Luminist Capital LLC
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Moneywise, Inc.
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Sage Capital Management, LLC
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Horizons Wealth Management
|
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Providence Capital Advisors, LLC
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Islay Capital Management, Llc
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Apollon Wealth Management, LLC
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Russell Investments Group, Ltd.
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Yousif Capital Management, Llc
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Pacific Sage Partners, LLC
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Townsquare Capital Llc
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Natixis Advisors, L.p.
|
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Valued Wealth Advisors LLC
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|
LVW Advisors, LLC
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|
Harbor Investment Advisory, Llc
|
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|
Upper Left Wealth Management, LLC
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|
Litman Gregory Asset Management LLC
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|
Ibex Wealth Advisors
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S.A. Mason LLC
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|
Great Valley Advisor Group, Inc.
|
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|
Juncture Wealth Strategies, Llc
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Baker Avenue Asset Management, LP
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Vise Technologies, Inc.
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Bokf, Na
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Ipswich Investment Management Co., Inc.
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Alaska Permanent Capital Management
|
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Trustees of Dartmouth College
|
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Ramsay, Stattman, Vela & Price, Inc.
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Waterway Wealth Management, LLC
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Astoria Portfolio Advisors LLC.
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BTC Capital Management, Inc.
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Optimum Investment Advisors
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Callan Capital, LLC
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|
Oppenheimer & Co Inc
|
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Inscription Capital, LLC
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|
Advisory Services Network, LLC
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|
Cozad Asset Management Inc
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|
C V Starr & Co Inc
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|
Awm Capital, Llc
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Navis Wealth Advisors, LLC
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Sonata Capital Group Inc
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MidWestOne Financial Group, Inc.
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|
Smartleaf Asset Management LLC
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|
Raymond James Financial Inc
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|
Parthenon Llc
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|
Carnegie Capital Asset Management, LLC
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
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|
|
BigSur Wealth Management LLC
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|
CRA Financial Services, LLC
|
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|
Penobscot Wealth Management
|
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|
Great Diamond Partners, LLC
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|
PDS Planning, Inc
|
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|
Lcnb Corp
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|
Operose Advisors LLC
|
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|
FGSM - Advisors' Inner Circle Fund II - Frontier Asset Global Small Cap Equity ETF
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Acropolis Investment Management, LLC
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Garde Capital, Inc.
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Strategic Financial Planning, Inc.
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|
IRSQX - Voya Separate Portfolios Trust - Voya Target Retirement 2050 Fund Class I
|
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|
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Inlight Wealth Management, LLC
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|
Lewis Asset Management, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
Cypress Capital Advisors, LLC
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Vestor Capital, Llc
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|
Truist Financial Corp
|
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|
Scotia Capital Inc.
|
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|
Parsons Capital Management Inc/ri
|
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|
Ntv Asset Management Llc
|
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|
St. Louis Trust Co
|
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|
Pinnacle Financial Partners Inc
|
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|
Legacy Private Trust Co.
|
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|
Sterling Investment Management, Inc.
|
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|
|
Elevate Wealth Advisory, Inc
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Family Office Research LLC
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|
|
Helium Advisors LLC
|
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|
one8zero8, LLC
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|
Client 1st Advisory Group, Llc
|
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|
TPG Advisors LLC
|
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|
|
Teacher Retirement System Of Texas
|
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|
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|
|
Wick Capital Partners, LLC
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|
First National Bank of Hutchinson
|
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|
Harbor Asset Planning, Inc.
|
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|
Essex Savings Bank
|
|
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|
Sunpointe, LLC
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|
Optima Capital Llc
|
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|
True Link Financial Advisors, LLC
|
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|
Larson Financial Group LLC
|
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|
Commonwealth Equity Services, Llc
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Duncker Streett & Co Inc
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Avantax Planning Partners, Inc.
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Ameriprise Financial Inc
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Argent Advisors, Inc.
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|
Pacific Financial Group Inc
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|
Quantinno Capital Management LP
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|
Catalytic Wealth RIA, LLC
|
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|
|
Compass Ion Advisors, LLC
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|
Tidemark, LLC
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|
Byrne Asset Management LLC
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|
Roundview Capital LLC
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|
Cwm, Llc
|
|
|
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|
|
Kingsman Wealth Management, Inc.
|
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|
|
|
|
Berkshire Asset Management Llc/pa
|
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|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
MMDAX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class A
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Western Wealth Management, LLC
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|
|
Nichols & Pratt Advisers Llp /ma
|
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|
|
|
Trust Point Inc.
|
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|
|
|
|
First Financial Bankshares Inc
|
|
|
|
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|
KFA Private Wealth Group, LLC
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|
Novus Advisors, Llc
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Whitcomb & Hess, Inc.
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|
Raleigh Capital Management Inc.
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|
Lam Group, Inc.
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MTC Wealth Management LLC
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|
Charter Trust Co
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|
|
Kelman-Lazarov, Inc.
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|
|
|
|
|
SOA Wealth Advisors, LLC.
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|
Elm Partners Management LLC
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|
Santori & Peters, Inc.
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
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|
Kmt Wealth Management, Llc
|
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|
King Wealth
|
|
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|
Donaldson Capital Management, Llc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
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|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Sapient Capital Llc
|
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|
Wealth Alliance
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
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|
|
|
|
Marietta Wealth Management, LLC
|
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|
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|
Capitol Family Office, Inc.
|
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|
|
|
|
Highline Wealth Partners Llc
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|
|
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|
Sei Investments Co
|
|
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|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
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|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
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|
|
|
Market Street Wealth Management Advisors Llc
|
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|
NFP Retirement, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
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|
J. W. Coons Advisors, LLC
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|
|
|
|
Swf Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Transform Wealth, LLC
|
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|
|
|
Roble, Belko & Company, Inc
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|
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|
Moors & Cabot, Inc.
|
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|
|
|
|
ESL Trust Services, LLC
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|
|
|
|
Waldron Private Wealth LLC
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|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Rockingstone Advisors LLC
|
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CJM Wealth Advisers, Ltd.
|
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|
Whalerock Point Partners, Llc
|
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Paragon Private Wealth Management, LLC
|
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|
Legacy Wealth Management, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
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|
|
Stephens Consulting, LLC
|
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Maseco Llp
|
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Avion Wealth
|
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XML Financial, LLC
|
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Somerset Trust Co
|
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RiverGlades Family Offices LLC
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Tudor Financial Inc.
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Symphony Financial, Ltd. Co.
|
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Haverford Trust Co
|
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Ritter Daniher Financial Advisory LLC / DE
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Continuum Advisory, LLC
|
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Roth Financial Partners LLC
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Simmons Bank
|
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Glassy Mountain Advisors, Inc.
|
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Trilogy Capital Inc.
|
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NewEdge Wealth, LLC
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Stratos Wealth Partners, LTD.
|
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Wilshire Associates Inc
|
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American Institute for Advanced Investment Management, LLP
|
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Kendall Capital Management
|
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Wealth Group Ltd
|
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Kooman & Associates
|
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Hantz Financial Services, Inc.
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PKO Investment Management Joint-Stock Co
|
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Schaper Benz & Wise Investment Counsel Inc/wi
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Aua Capital Management, Llc
|
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Augustine Asset Management Inc
|
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Vantage Financial Partners, LLC
|
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|
|
IRSPX - Voya Separate Portfolios Trust - Voya Target Retirement 2045 Fund Class I
|
|
|
|
|
|
AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
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|
|
|
|
Callan Family Office, LLC
|
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|
|
Hm Payson & Co
|
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|
Fort Point Capital Partners LLC
|
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Precision Wealth Strategies, LLC
|
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Field & Main Bank
|
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Pegasus Asset Management, Inc.
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Green Square Capital Advisors Llc
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Willis Johnson & Associates, Inc.
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Pollock Investment Advisors, LLC
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Bright Financial Advisors, Inc.
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Wooster Corthell Wealth Management, Inc.
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Savvy Advisors, Inc.
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TFC Financial Management
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Disciplina Capital Management LLC
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Kathleen S. Wright Associates Inc.
|
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Leisure Capital Management
|
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Archford Capital Strategies, LLC
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Clear Harbor Asset Management, LLC
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James Investment Research Inc
|
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PSI Advisors, LLC
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Sierra Capital LLC
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|
Baldwin Brothers Inc/ma
|
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|
Guyasuta Investment Advisors Inc
|
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Camden National Bank
|
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AdvisorNet Financial, Inc
|
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First Heartland Consultants, Inc.
|
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|
Bank Of Nova Scotia
|
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North Dallas Bank & Trust Co
|
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|
Aspire Growth Partners LLC
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|
West Michigan Advisors, Llc
|
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Peterson Wealth Services
|
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|
Victory Financial Group, Llc
|
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|
|
Bragg Financial Advisors, Inc
|
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|
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|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
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|
waypoint wealth counsel
|
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ETF Portfolio Partners, Inc.
|
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|
Valley Forge Investment Consultants Inc Adv
|
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Sanders Morris Harris Llc
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Silverlake Wealth Management Llc
|
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Camelot Technology Advisors, Inc.
|
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|
Welch & Forbes Llc
|
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National Wealth Management Group, LLC
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Aviance Capital Partners, LLC
|
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|
ETF Store, Inc.
|
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ORG Wealth Partners, LLC
|
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Fwl Investment Management, Llc
|
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|
Global Retirement Partners, LLC
|
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|
MEMBERS Trust Co
|
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|
Klingman & Associates, LLC
|
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|
Mv Capital Management, Inc.
|
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|
BCS Wealth Management
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Riverchase Wealth Management, Llc
|
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|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
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|
IFG Advisory, LLC
|
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|
New England Asset Management Inc
|
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|
Gs Investments, Inc.
|
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|
|
Relyea Zuckerberg Hanson LLC
|
|
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|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
O'Dell Group, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
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|
|
|
Watershed Private Wealth Llc
|
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|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
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|
|
|
|
Logan Capital Management Inc
|
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|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Financial Counselors Inc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Municipal Employees' Retirement System of Michigan
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
IRSNX - Voya Separate Portfolios Trust - Voya Target Retirement 2035 Fund Class I
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Moderate Allocation Fund Class I
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
3EDGE Asset Management, LP
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Liquid Strategies, LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Certified Advisory Corp
|
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|
NewSquare Capital LLC
|
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|
Allie Family Office LLC
|
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|
Tudor Investment Corp Et Al
|
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Parkside Advisors LLC
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Newport Capital Group, LLC
|
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Tilia Fiduciary Partners, Inc.
|
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|
Atlas Private Wealth Advisors
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North Berkeley Wealth Management, LLC
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Conservest Capital Advisors, Inc.
|
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|
Sar Wealth Management Group, Llc
|
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First Merchants Corp
|
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|
EFG Asset Management (Americas) Corp.
|
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AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
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|
TOWER TRUST & INVESTMENT Co
|
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|
Spire Wealth Management
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
O'Brien Greene & Co. Inc
|
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|
Northside Capital Management, LLC
|
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Keybank National Association/oh
|
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RVW Wealth, LLC
|
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|
North Ridge Wealth Advisors, Inc.
|
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Westwood Holdings Group Inc
|
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Alpine Bank Wealth Management
|
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|
KWB Wealth
|
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NorthRock Partners, LLC
|
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|
VTUFX - Voya Separate Portfolios Trust - Voya Target Retirement 2065 Fund Class R6
|
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|
|
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|
Gemmer Asset Management LLC
|
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Gts Securities Llc
|
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Quattro Financial Advisors Llc
|
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Acorns Advisers, LLC
|
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Rosenberg Matthew Hamilton
|
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Dynasty Wealth Management, Llc
|
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Graybill Bartz & Assoc Ltd
|
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|
Innovative Wealth Building LLC
|
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|
Main Street Group, LTD
|
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|
Kerntke Otto McGlone Wealth Management Group
|
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|
Ames National Corp
|
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|
Alpha Financial Partners, LLC
|
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JGP Wealth Management, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
|
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|
Stonebridge Financial Group, LLC
|
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White Lighthouse Investment Management Inc.
|
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|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
Abundance Wealth Counselors
|
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|
Traub Capital Management LLC
|
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|
NWF Advisory Services Inc.
|
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SilverOak Wealth Management LLC
|
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Northern Lights Fund Trust - Ocean Park Domestic ETF
|
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|
|
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|
EPG Wealth Management LLC
|
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|
Grimes & Company, Inc.
|
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|
|
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|
Tanager Wealth Management LLP
|
|
|
|
|
|
NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
|
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|
|
|
|
Harmony Asset Management Llc
|
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|
Principal Securities, Inc.
|
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|
Highland Capital Management, Llc
|
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|
Rockland Trust Co
|
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New England Private Wealth Advisors LLC
|
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|
Charles Schwab Trust Co
|
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|
Legacy Trust
|
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Atlanta Consulting Group Advisors, LLC
|
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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|
Kwmg, Llc
|
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|
Heritage Wealth Management, Inc./Texas
|
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|
GHP Investment Advisors, Inc.
|
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United Community Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
Stanley-Laman Group, Ltd.
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|
Wagner Wealth Management, Llc
|
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|
Summit Financial Strategies, Inc.
|
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|
Dentgroup LLC
|
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|
Dynamic Advisor Solutions LLC
|
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|
Koss-Olinger Consulting, LLC
|
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|
Atlantic Private Wealth, LLC
|
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|
TT Capital Management LLC
|
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|
Macroview Investment Management Llc
|
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|
S.E.E.D. Planning Group LLC
|
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|
Ewa, Llc
|
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|
PFG Private Wealth Management, LLC
|
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|
Opulen Financial Group LLC
|
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|
Embree Financial Group
|
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|
Daner Wealth Management, LLC
|
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|
Sendero Wealth Management, LLC
|
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|
Armor Investment Advisors, LLC
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Mascagni Wealth Management, Inc.
|
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|
Portland Global Advisors LLC
|
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|
Acorn Wealth Advisors, LLC
|
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|
Financial Perspectives, Inc
|
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|
LexAurum Advisors, LLC
|
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|
Neumann Capital Management, LLC
|
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|
JPL Wealth Management, LLC
|
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|
Mine & Arao Wealth Creation & Management, LLC.
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|
|
Carr Financial Group Corp
|
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|
|
eCIO, Inc.
|
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|
Marshall & Sullivan Inc /wa/
|
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|
Cadinha & Co Llc
|
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|
|
N.E.W. Advisory Services LLC
|
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|
|
Camarda Financial Advisors, LLC
|
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|
Capital Group Private Client Services, Inc.
|
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|
Ballast Advisors Llc
|
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|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Destiny Capital Corp/CO
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
John W. Brooker & Co., CPAs
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
IRSOX - Voya Separate Portfolios Trust - Voya Target Retirement 2040 Fund Class I
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
PCA Investment Advisory Services Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Magnolia Wealth Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
NDMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Aggressive Fund Class A
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Zhang Financial LLC
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Midwest Financial Group LLC
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VRSAX - Voya Separate Portfolios Trust - Voya Target Retirement 2060 Fund Class I
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Potomac Fund Management Inc /adv
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Cove Private Wealth, LLC
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Sterling Capital Management LLC
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Verus Capital Partners, Llc
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Schneider Downs Wealth Management Advisors, LP
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4Thought Financial Group Inc.
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Asset Allocation & Management Company, LLC
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First Command Advisory Services, Inc.
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MainStreet Investment Advisors LLC
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Pinney & Scofield, Inc.
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Fortitude Advisory Group L.L.C.
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Jpmorgan Chase & Co
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Blue Square Asset Management, Llc
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Meridian Financial, LLC
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CIBC World Markets Inc.
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Denver Wealth Management, Inc.
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Asset Dedication, LLC
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Simplify Exchange Traded Funds - Simplify US Small Cap PLUS Income ETF
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Aft, Forsyth & Company, Inc.
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First PREMIER Bank
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Allspring Global Investments Holdings, LLC
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Bradley Foster & Sargent Inc/ct
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Motco
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Fmr Llc
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Cim, Llc
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One Day In July LLC
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Brighton Jones Llc
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PAX Financial Group, LLC
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Thrivent Financial For Lutherans
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OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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Sigma Investment Counselors Inc
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Lgl Partners, Llc
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Landmark Wealth Management, LLC
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D.a. Davidson & Co.
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Gilbert & Cook, Inc.
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Madison Park Capital Advisors, LLC
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NavPoint Financial, Inc.
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Richmond Investment Services, LLC
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Seaside Wealth Management, Inc.
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Bay Capital Advisors, LLC
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HHM Wealth Advisors, LLC
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Birch Hill Investment Advisors LLC
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Private Capital Management, LLC
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Waterloo Capital, L.P.
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Mount Yale Investment Advisors, LLC
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Sather Financial Group Inc
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Ancora Advisors, LLC
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UNIVEST FINANCIAL Corp
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Melfa Wealth Management, Llc
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Cahill Wealth Management, LLC
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Clear Investment Research, Llc
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Peak Asset Management, LLC
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Holland Advisory Services, Inc.
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Midland Wealth Advisors Llc
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Wellspring Financial Advisors, LLC
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Bulwark Capital Corp
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Calamos Advisors LLC
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Smithbridge Asset Management Inc/de
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Atlantic Union Bankshares Corp
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First Hawaiian Bank
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WFA Asset Management Corp
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Foster Victor Wealth Advisors, LLC
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Maltin Wealth Management, Inc.
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Fiduciary Planning LLC
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Your Advocates Ltd., LLP
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F&V Capital Management, LLC
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Stuart Chaussee & Associates, Inc.
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CFO4Life Group, LLC
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ATACX - Managed Portfolio Series - ATAC Rotation Fund Investor Class Shares
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Dorsey & Whitney Trust CO LLC
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Pinnacle Bancorp, Inc.
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First Foundation Advisors
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Hilltop National Bank
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Madison Asset Management, LLC
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Chesley Taft & Associates LLC
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Alesco Advisors Llc
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Iowa State Bank
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Mercer Global Advisors Inc /adv
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Hanson & Doremus Investment Management
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Quest 10 Wealth Builders, Inc.
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Pnc Financial Services Group, Inc.
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Total Wealth Planning, Llc
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Hamilton Capital, LLC
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CFS Investment Advisory Services, LLC
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Wingate Wealth Advisors, Inc.
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Coppell Advisory Solutions LLC
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Pines Wealth Management, LLC
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Jacobs & Co/ca
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Ballentine Capital Advisors, Inc
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Pine Haven Investment Counsel, Inc
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Mcrae Capital Management Inc
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Foundations Investment Advisors, LLC
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First National Bank & Trust Co Of Newtown
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Trademark Financial Management, LLC
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Triangle Securities Wealth Management
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Titleist Asset Management, Llc
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Summit Wealth Group Llc / Co
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Alley Investment Management Company, LLC
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Good Life Advisors, LLC
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Morling Financial Advisors, LLC
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Howard Capital Management Group, LLC
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Advisory Alpha, LLC
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Stonehearth Capital Management, LLC
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Forum Private Client Group LLC
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Gouws Capital LLC
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Colony Family Offices, LLC
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MTM Investment Management, LLC
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BIP Wealth, LLC
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Garden State Investment Advisory Services LLC
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Willner & Heller, Llc
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Capital Investment Advisory Services, LLC
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Bordeaux Wealth Advisors LLC
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Strategic Financial Concepts, LLC
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Loudon Investment Management, LLC
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DKM Wealth Management, Inc.
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Cambridge Investment Research Advisors, Inc.
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Lbmc Investment Advisors, Llc
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LaSalle St. Investment Advisors, LLC
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Horst & Graben Wealth Management LLC
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Blue Bell Private Wealth Management, Llc
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BancorpSouth Bank
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Wescott Financial Advisory Group, LLC
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Davis Capital Management
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Brandywine Oak Private Wealth Llc
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Ieq Capital, Llc
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Sandy Spring Bank
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Ellis Investment Partners, LLC
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Boston Research & Management Inc
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Ehrlich Financial Group
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Rathbone Brothers plc
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Kestra Private Wealth Services, Llc
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Birchcreek Wealth Management, LLC
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Investment Advisory Group, LLC
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Pacifica Partners Inc.
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Group One Trading, L.p.
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Partners in Financial Planning
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Pasadena Private Wealth, LLC
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First Manhattan Co
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Tortoise Investment Management, LLC
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Oak Harbor Wealth Partners, Llc
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Stokes Capital Advisors, LLC
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Voya Investment Management Llc
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YHB Investment Advisors, Inc.
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GFG Capital, LLC
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Moneta Group Investment Advisors Llc
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Ptm Wealth Management, Llc
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Burns J W & Co Inc/ny
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Better Money Decisions, LLC
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Cresset Asset Management, LLC
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Cambridge Advisors Inc.
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Affinity Capital Advisors, LLC
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Accurate Wealth Management, LLC
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Park Capital Management, LLC / WI
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IRSMX - Voya Separate Portfolios Trust - Voya Target Retirement 2030 Fund Class I
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Moody National Bank Trust Division
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Tableaux Llc
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Heritage Trust Co
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GW&K Investment Management, LLC
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Financial Management Professionals, Inc.
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Sentinel Trust Co Lba
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SOL Capital Management CO
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Roman Butler Fullerton & Co
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Aufman Associates Inc
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Umpqua Bank
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Southeast Asset Advisors Inc.
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Fifth Third Wealth Advisors LLC
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Syntax Research, Inc.
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MAI Capital Management
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Rockbridge Investment Management, LCC
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Colton Groome Financial Advisors, Llc
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Ameritas Investment Partners, Inc.
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Sweeney & Michel, Llc
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Truepoint, Inc.
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Financial Advisors Network, Inc.
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Arkadios Wealth Advisors
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Consolidated Planning Corp
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Bear Mountain Capital, Inc.
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Credit Agricole S A
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Rialto Wealth Management, LLC
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Peapack Gladstone Financial Corp
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Chicago Partners Investment Group LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
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Tassel Capital Management, Inc.
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Financial Network Wealth Advisors LLC
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Orin Green Financial, LLC
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Prospect Financial Services LLC
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Jane Street Group, Llc
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Heron Bay Capital Management
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Quadrant Private Wealth Management, LLC
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Telos Capital Management, Inc.
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Gwn Securities Inc.
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Evoke Wealth, Llc
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Evergreen Private Wealth LLC
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ProVise Management Group, LLC
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Hancock Whitney Corp
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Cedar Mountain Advisors, LLC
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Alliancebernstein L.p.
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Yukon Wealth Management, Inc.
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Albion Financial Group /ut
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Keeley-Teton Advisors, LLC
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Revisor Wealth Management LLC
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Integrated Wealth Concepts LLC
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Omega Financial Group, LLC
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McNamara Financial Services, Inc.
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Core Wealth Advisors, Inc.
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Adviser Investments LLC
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Voya Financial Advisors, Inc.
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Crux Wealth Advisors
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ABLE Financial Group, LLC
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Alliance Wealth Management Group
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GSB Wealth Management, LLC
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Gradient Capital Advisors, LLC
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Capital Advisors Wealth Management, LLC
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Oak Harvest Investment Services
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Hrc Wealth Management, Llc
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Jaffetilchin Investment Partners, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II
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Fulton Breakefield Broenniman Llc
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Latko Wealth Management, Ltd.
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Qube Research & Technologies Ltd
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Integrity Wealth Solutions LLC
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Prasad Wealth Partners, LLC
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Claris Financial LLC
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Cim Investment Mangement Inc
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Wedbush Securities Inc
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EP Wealth Advisors, Inc.
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Private Wealth Management Group, LLC
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Change Path, LLC
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M.e. Allison & Co., Inc.
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JDM Financial Group LLC
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Jim Saulnier & Associates, Llc
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Waters Parkerson & Co., Llc
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Defined Wealth Management, Llc
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Great Point Wealth Advisors, LLC
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Synergy Investment Management, LLC
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Intrinsic Value Partners, LLC
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HB Wealth Management, LLC
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Bigelow Investment Advisors, LLC
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CI Private Wealth, LLC
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Envestnet Portfolio Solutions, Inc.
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REDW Wealth LLC
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Financial Network Wealth Management LLC
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Facet Wealth, Inc.
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Sage Mountain Advisors LLC
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Stonehaven Wealth & Tax Solutions, Llc
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Total Investment Management Inc
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Foundry Financial Group, Inc.
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Arvest Bank Trust Division
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Live Oak Private Wealth LLC
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Fft Wealth Management Llc
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MRP Capital Investments, LLC
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Fortune Financial Advisors, LLC
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Evolution Advisers, Inc.
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Investmark Advisory Group LLC
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Klingenstein Fields & Co Lp
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Rollins Financial Advisors, LLC
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Country Club Bank /gfn
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|
Eq Llc
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Safe Harbor Fiduciary, LLC
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Orgel Wealth Management, LLC
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Horizon Family Wealth, Inc.
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Watts Gwilliam & Co., LLC
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Creative Financial Designs Inc /adv
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Tandem Investment Partners LLC
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Maia Wealth LLC
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Navalign, LLC
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CIBC Private Wealth Group, LLC
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Principle Wealth Partners Llc
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Octavia Wealth Advisors, LLC
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Lincoln Capital LLC
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|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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InvesTrust
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PFS Partners, LLC
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Compass Planning Associates Inc
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Avaii Wealth Management, Llc
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Winthrop Advisory Group LLC
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Landing Point Financial Group, LLC
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Zwj Investment Counsel Inc
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Clear Creek Financial Management, LLC
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Chilton Capital Management Llc
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Banque Cantonale Vaudoise
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Columbia Advisory Partners Llc
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Sachetta, LLC
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Vishria Bird Financial Group, LLC
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First National Trust Co
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Boston Family Office Llc
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Mkd Wealth Coaches, Llc
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Burling Wealth Partners, Llc
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Caldwell Securities, Inc
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Kickstand Ventures, Llc.
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Equitable Trust Co
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Middleton & Co Inc/ma
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Ausdal Financial Partners, Inc.
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Weaver Consulting Group
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Millstone Evans Group, LLC
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Kestra Advisory Services, LLC
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|
Mission Creek Capital Partners, Inc.
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Palisade Capital Management Llc/nj
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Maple Capital Management, Inc.
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Richwood Investment Advisors, LLC
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Horan Securities, Inc.
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Soundwatch Capital LLC
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RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
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Accretive Wealth Partners, LLC
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Simon Quick Advisors, Llc
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Samalin Investment Counsel, LLC
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Prosperity Consulting Group, LLC
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Garrison Point Advisors, Llc
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Chemistry Wealth Management LLC
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Paragon Capital Management LLC
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MONECO Advisors, LLC
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National Asset Management, Inc.
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Cahaba Wealth Management, Inc.
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Emprise Bank
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Smith, Moore & Co.
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Crossmark Global Holdings, Inc.
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FSA Wealth Management LLC
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Corrigan Financial, Inc.
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Community Bank & Trust, Waco, Texas
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Marks Group Wealth Management, Inc
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Exchange Capital Management, Inc.
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Eldridge Investment Advisors, Inc.
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SWAN Capital LLC
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Colonial Trust Co / SC
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Plan Group Financial, LLC
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Triad Wealth Partners, LLC
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Live Oak Investment Partners
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Evermay Wealth Management Llc
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RMR Capital Management, LLC
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Coordinated Financial Services, Inc./CO
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Integrity Financial Corp /WA
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South Plains Financial, Inc.
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Circle Wealth Management, LLC
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Means Investment Co., Inc.
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Mariner, LLC
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Vontobel Holding Ltd.
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Essex Financial Services, Inc.
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4J Wealth Management LLC
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Sepio Capital, LP
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BTG Pactual Asset Management US LLC
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Fairman Group, LLC
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Loomis Sayles & Co L P
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Legacy Advisors, LLC
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Diversified Portfolios, Inc.
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Anchor Investment Management, LLC
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DDD Partners, LLC
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Private Capital Management Llc
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Hills Bank & Trust Co
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Northwest Wealth Management, Llc
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Chandler Asset Management, Inc.
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Christensen, King & Associates Investment Services, Inc.
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Susquehanna International Group, Llp
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Cobblestone Capital Advisors Llc /ny/
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Aberdeen Wealth Management LLC
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Pacific Sun Financial Corp
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Congress Asset Management Co /ma
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Garner Asset Management Corp
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Granite FO LLC
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Weaver Capital Management LLC
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Dohj, Llc
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Front Row Advisors LLC
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Milestone Investment Advisors LLC
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Graves-Light Private Wealth Management, Inc.
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Atomi Financial Group, Inc.
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Hudock, Inc.
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LS Investment Advisors, LLC
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
|
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Brio Consultants, LLC
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Asio Capital, LLC
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Millennium Management Llc
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Antonelli Financial Advisors, LLC
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Richards, Merrill & Peterson, Inc.
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Global Wealth Strategies & Associates
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Founders Financial Securities Llc
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Norden Group Llc
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
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Absolute Capital Management, LLC
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Merit Financial Group, LLC
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Winch Advisory Services, LLC
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Cherry Tree Wealth Management, LLC
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KG&L Capital Management,LLC
|
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Qrg Capital Management, Inc.
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Cornerstone Wealth Group, LLC
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Boston Private Wealth Llc
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Palisades Hudson Asset Management, L.P.
|
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Wealth Dimensions Group, Ltd.
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Mather Group, Llc.
|
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Banque Pictet & Cie Sa
|
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Vanguard Group Inc
|
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Arlington Trust Co LLC
|
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State Street Corp
|
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|
Beckerman Institutional, LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
Hughes Financial Services, LLC
|
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|
|
Hiley Hunt Wealth Management
|
|
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|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
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|
|
Cyndeo Wealth Partners, LLC
|
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|
BCGM Wealth Management, LLC
|
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|
Wolverine Trading, Llc
|
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|
|
Security National Bank
|
|
|
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|
|
Allodium Investment Consultants, LLC
|
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|
|
Concentrum Wealth Management
|
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|
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|
Miracle Mile Advisors, LLC
|
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|
Minot DeBlois Advisors LLC
|
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|
|
EdgeRock Capital LLC
|
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|
|
Sentinel Wealth Management, Inc.
|
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|
|
Retirement Investment Advisors, Inc.
|
|
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|
Bogart Wealth, LLC
|
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|
Core Wealth Partners LLC
|
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|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Seven Post Investment Office LP
|
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|
|
Fort Henry Capital, LLC
|
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|
Texas Yale Capital Corp.
|
|
|
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|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
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|
|
Nestegg Advisors, Inc.
|
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|
Investment Research & Advisory Group, Inc.
|
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|
B&l Asset Management Llc
|
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|
|
Lane & Associates LLC
|
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|
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|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Morse Asset Management, Inc
|
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|
|
Mml Investors Services, Llc
|
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|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
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|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Sage Advisory Services, Ltd.Co.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
