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HAP Trading, LLC
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Hills Bank & Trust Co
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Financial Alternatives, Inc
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Panoramic Capital Partners, LLC
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Aufman Associates Inc
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Crossmark Global Holdings, Inc.
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Lcnb Corp
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Oregon Pacific Wealth Management, LLC
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BlackRock ETF Trust II - iShares Large Cap Moderate Buffer ETF
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RFG Advisory, LLC
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Axxcess Wealth Management, Llc
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Pines Wealth Management, LLC
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Pennington Partners & Co., Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II
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Mengis Capital Management, Inc.
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YHB Investment Advisors, Inc.
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Copperwynd Financial, LLC
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Clarity Capital Partners LLC
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Ameriprise Financial Inc
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Rockland Trust Co
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Hunter Associates Investment Management Llc
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SBI Securities Co., Ltd.
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Courier Capital Llc
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
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Summit Wealth Partners, LLC
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Claro Advisors LLC
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Cobblestone Asset Management LLC
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Delos Wealth Advisors, LLC
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Ascent Group, LLC
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Punch & Associates Investment Management, Inc.
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Navigoe, LLC
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FDx Advisors, Inc.
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Compton Wealth Advisory Group, LLC
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Beacon Financial Group
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Eagle Strategies LLC
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Roof Eidam & Maycock/adv
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Smith, Salley & Associates
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TD Capital Management LLC
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Next Capital Management LLC
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Jentner Corp
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Affinity Wealth Management Llc
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DeDora Capital, Inc.
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Janney Montgomery Scott LLC
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Wbh Advisory Inc
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Kingswood Wealth Advisors, Llc
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Paladin Advisory Group, LLC
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Marquette Associates, Inc.
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Fisher Asset Management, LLC
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Coldstream Capital Management Inc
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Financial Life Advisors
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Financial Advisors, LLC
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Tevis Investment Management
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Smith Thornton Advisors LLC
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Ipsen Advisor Group LLC
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Sheaff Brock Investment Advisors, LLC
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Main Management LLC
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Fmr Llc
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D L Carlson Investment Group Inc
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Elwood & Goetz Wealth Advisory Group, LLC
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Wiser Advisor Group LLC
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Westend Capital Management LLC
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SPBC - Simplify Exchange Traded Funds - Simplify U.S. Equity PLUS GBTC ETF
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New England Professional Planning Group Inc.
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Evoke Wealth, Llc
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Centerpoint Advisory Group
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Rede Wealth, LLC
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4Thought Financial Group Inc.
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Bradley Foster & Sargent Inc/ct
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Black Diamond Financial, LLC
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Tcfg Wealth Management, Llc
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First Merchants Corp
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Anderson Hoagland & Co
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Precision Wealth Strategies, LLC
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Slagle Financial, LLC
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Intelligent Financial Strategies
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Strategic Equity Management
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Romano Brothers And Company
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Mountain Hill Investment Partners Corp.
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Sloy Dahl & Holst, LLC
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Nbw Capital Llc
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TrueWealth Advisors, LLC
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Waterloo Capital, L.P.
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Creative Financial Designs Inc /adv
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American Trust
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Wingate Wealth Advisors, Inc.
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N.E.W. Advisory Services LLC
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Foronjy Financial Llc
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Gen-Wealth Partners Inc
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Bank Of Nova Scotia
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IPG Investment Advisors LLC
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Greystone Financial Group, LLC
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Signature Estate & Investment Advisors Llc
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Prentice Wealth Management LLC
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Variant Private Wealth, LLC
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Prospera Financial Services Inc
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Headinvest, Llc
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Highland Capital Management, Llc
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Compass Planning Associates Inc
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Pinnacle Wealth Planning Services, Inc.
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Lynch & Associates/in
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WealthPlan Investment Management, LLC
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Concorde Asset Management, LLC
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Vermillion & White Wealth Management Group, LLC
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Pictet & Cie (Europe) SA
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Stratos Wealth Advisors, LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Financial Harvest, LLC
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Linscomb & Williams, Inc.
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Sage Advisors, Llc
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Signature Resources Capital Management, LLC
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Sage Financial Group Inc
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Accurate Wealth Management, LLC
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Beacon Financial Advisory LLC
|
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Whittier Trust Co
|
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Concord Wealth Partners
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Rockbridge Investment Management, LCC
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class
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Keystone Financial Services, LLC
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Newbridge Financial Services Group, Inc.
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Atria Wealth Solutions, Inc.
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Mather Group, Llc.
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Independent Investors Inc
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NorthCrest Asset Manangement, LLC
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Signature Securities Group Corporation
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Courage Miller Partners, LLC
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Maridea Wealth Management LLC
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Post Resch Tallon Group Inc.
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Balanced Wealth Group Llc
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Shulman DeMeo Asset Management LLC
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PJT Investments Corp.
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Appleton Partners Inc/ma
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Register Financial Advisors LLC
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|
Wiley Bros.-aintree Capital, Llc
|
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IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
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Saxon Interests, Inc.
|
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First Citizens Financial Corp
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Northwest Financial Advisors
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Everest Management Corp.
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Harbor Investment Advisory, Llc
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Horan Capital Advisors, LLC.
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FOCUS Wealth Advisors, LLC
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Chilton Investment Co Llc
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Topsail Wealth Management, LLC
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Sapient Capital Llc
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Meeder Advisory Services, Inc.
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|
25 Llc
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Keystone Financial Services
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Brown Brothers Harriman & Co
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Financial & Tax Architects, LLC
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Wealth Advisory Solutions, LLC
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Mill Capital Management, LLC
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Pekin Hardy Strauss, Inc.
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First Pacific Financial
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Stephens Consulting, LLC
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Integrated Advisors Network LLC
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IMC-Chicago, LLC
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Beacon Investment Advisory Services, Inc.
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BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
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|
Reliant Investment Partners, LLC
|
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|
Saiph Capital, LLC
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|
David Kennon Inc
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|
Hall Laurie J Trustee
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Ashton Thomas Private Wealth, LLC
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Tandem Financial, LLC
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Peapack Gladstone Financial Corp
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Vista Capital Partners, Inc.
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Fayez Sarofim & Co
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Cutler Investment Counsel Llc
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Blackston Financial Advisory Group, LLC
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Battery Global Advisors, LLC
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TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
|
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|
Moisand Fitzgerald Tamayo, LLC
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|
Christopher J. Hasenberg, Inc
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|
Eq Wealth Advisors, Llc
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|
JT Stratford LLC
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Riverview Trust Co
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Fund Evaluation Group, LLC
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Sanibel Captiva Trust Company, Inc.
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|
Trust Co of the South
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Financial Perspectives, Inc
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|
Towneley Capital Management, Inc / DE
|
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|
Smith Chas P & Associates Pa Cpas
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|
Elevatus Welath Management
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II
|
|
|
|
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|
White Lighthouse Investment Management Inc.
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I
|
|
|
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Field & Main Bank
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CBM Financial, LLC
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Exchange Capital Management, Inc.
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JTC Employer Solutions Trusteee Ltd
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Timber Creek Capital Management LLC
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|
Smith Shellnut Wilson Llc /adv
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|
Apeiron RIA LLC
|
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|
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|
Liberty Wealth Management Llc
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|
Maia Wealth LLC
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|
Manchester Capital Management LLC
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|
Strategic Investment Management, Llc
|
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|
Alps Advisors Inc
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|
Center For Asset Management LLC
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|
Breakwater Capital Group
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|
Motiv8 Investments LLC
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|
Hudson Valley Investment Advisors Inc /adv
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|
Financial Consulate, Inc
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Wealth Management Partners, LLC
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|
Trifecta Capital Advisors, LLC
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|
SpringVest Wealth Management LLC
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|
Keyvantage Wealth, Llc
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Lawson Kroeker Investment Management Inc/ne
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|
Northstar Group, Inc.
|
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|
Paragon Private Wealth Management, LLC
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|
SPUC - Simplify Exchange Traded Funds - Simplify US Equity PLUS Upside Convexity ETF
|
|
|
|
|
|
Vanguard Group Inc
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|
Magnolia Capital Advisors Llc
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Berkshire Money Management, Inc.
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|
LRI Investments, LLC
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|
Fortitude Advisory Group L.L.C.
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|
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|
WealthCare Investment Partners, LLC
|
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|
|
|
|
FLC Capital Advisors
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|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Wealthcare Capital Management Llc
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Collective Family Office Llc
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Financial Gravity Companies, Inc.
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|
Andrew Hill Investment Advisors, Inc.
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Nepc Llc
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|
Bedel Financial Consulting, Inc.
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|
IMPACTfolio, LLC
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|
Strata Wealth Advisors, LLC
|
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|
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|
Fenimore Asset Management Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
|
|
|
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|
Westbourne Investment Advisors, Inc.
|
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|
|
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|
Connable Office Inc
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|
Harrell Investment Partners, Llc
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|
Regimen Wealth, Llc
|
|
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|
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|
Procyon Private Wealth Partners, LLC
|
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|
|
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|
Strait & Sound Wealth Management LLC
|
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|
|
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|
Latitude Advisors, LLC
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|
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|
Bessemer Group Inc
|
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|
|
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|
MY Wealth Management Inc.
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|
Global Financial Private Client, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Fountainhead AM, LLC
|
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|
|
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|
Tranquility Partners, LLC
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Running Point Capital Advisors, LLC
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|
Qrg Capital Management, Inc.
|
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|
White Pine Capital Llc
|
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|
|
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|
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares
|
|
|
|
|
|
Lmcg Investments, Llc
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|
Financial Sense Advisors, Inc.
|
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|
|
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|
Dougherty Wealth Advisers LLC
|
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|
Waterford Advisors, LLC
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
FLP Wealth Management, LLC
|
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|
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|
Collaborative Wealth Managment Inc.
|
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|
Clear Investment Research, Llc
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Mml Investors Services, Llc
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Nearwater Capital Markets, Ltd
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|
EP Wealth Advisors, Inc.
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|
Cedar Point Capital Partners, LLC
|
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Winthrop Capital Management, LLC
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|
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|
Permanens Capital L.P.
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|
FF Advisors,LLC
|
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|
Mustico Financial Group, Inc.
|
|
|
|
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|
YANKCOM Partnership
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|
|
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|
F/M Investments LLC
|
|
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|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
GMMA - Tidal Trust III - GammaRoad Market Navigation ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
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|
Warwick Investment Management, Inc.
|
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|
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|
Harbor Advisory Corp /ma/
|
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|
|
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|
Cim Investment Mangement Inc
|
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|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
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|
Cary Street Partners Financial Llc
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|
IFP Advisors, Inc
|
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|
|
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|
Interchange Capital Partners, LLC
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|
|
|
|
|
DXSLX - DIREXION FUNDS - Direxion Monthly S&P 500(R) Bull 2X Fund Investor Class
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park Domestic ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
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|
|
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|
Wilkins Miller Wealth Management, LLC
|
|
|
|
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|
Herold Advisors, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
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Foster Victor Wealth Advisors, LLC
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Meridian Investment Counsel Inc.
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Financial Enhancement Group LLC
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Stephens Inc /ar/
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II
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Latko Wealth Management, Ltd.
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Grandfield & Dodd, Llc
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Roman Butler Fullerton & Co
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Center for Financial Planning, Inc.
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WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
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C M Bidwell & Associates Ltd
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Counterweight Ventures, LLC
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Prosperity Planning, Inc.
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Centurion Wealth Management LLC
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Clifford Swan Investment Counsel Llc
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Nova Wealth Management, Inc.
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Gerber, Llc
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Checchi Capital Advisers, LLC
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Granite FO LLC
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Arjuna Capital
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Kennicott Capital Management Llc
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Crescent Grove Advisors, LLC
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Peoples Bank /oh
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Franklin Resources Inc
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Commons Capital, Llc
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Congress Park Capital LLC
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Cypress Point Wealth Management, LLC
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Security National Bank
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Diversify Wealth Management, Llc
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JB Capital LLC
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Maple Capital Management, Inc.
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GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A
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Washington Trust Advisors, Inc.
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J.Safra Asset Management Corp
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Luken Investment Analytics, LLC
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Philadelphia Trust Co
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Analyst IMS Investment Management Services Ltd.
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NWK Group, Inc.
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Savvy Advisors, Inc.
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Mesirow Financial Investment Management, Inc.
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Outlook Wealth Advisors, LLC
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Capital Investment Counsel, Inc
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Capital Advantage, Inc.
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Lane & Associates LLC
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Washington Trust Bank
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Welch & Forbes Llc
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FIL Ltd
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Real Talk Capital, LLC
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Mattson Financial Services, LLC
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HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares
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First Command Advisory Services, Inc.
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Edge Financial Advisors LLC
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MBL Wealth, LLC
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Ameriflex Group, Inc.
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Nvwm, Llc
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Redwood Investment Management, Llc
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Waldron Private Wealth LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Mount Vernon Associates Inc /md/
|
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Compass Wealth Management LLC
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Accel Wealth Management
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Sage Advisory Services, Ltd.Co.
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FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund
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TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
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Eastern Bank
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TCP Asset Management, LLC
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Single Point Partners, LLC
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Knightsbridge Asset Management, Llc
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Johnson Financial Group, Inc.
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Lgl Partners, Llc
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Ellsworth Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
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Kopp Family Office, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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HWG Holdings LP
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Falcon Wealth Planning
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Verdence Capital Advisors LLC
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Creative Capital Management Investments LLC
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Hemenway Trust Co LLC
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Better Money Decisions, LLC
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Guardian Wealth Advisors, LLC
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Rosenblum Silverman Sutton S F Inc /ca
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Arbor Wealth Advisors LLC
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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Walker Financial Services, Inc.
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Coston, McIsaac & Partners
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Ckw Financial Group
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Koshinski Asset Management, Inc.
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Presper Financial Architects, LLC
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Valeo Financial Advisors, LLC
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Certior Financial Group, Llc
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Hudock, Inc.
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Triune Financial Partners, LLC
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Allen Capital Group, LLC
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Total Clarity Wealth Management, Inc.
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Facet Wealth, Inc.
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Northern Trust Corp
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TCTC Holdings, LLC
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Helen Stephens Group, LLC
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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MKP Capital Management, L.L.C.
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Tudor Financial Inc.
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Bernardo Wealth Planning LLC
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Rossby Financial, LCC
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Gamco Investors, Inc. Et Al
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Corundum Trust Company, INC
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Duncker Streett & Co Inc
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Hardin Capital Partners, LLC
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Patron Partners Advisors, Llc
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Prosperity Consulting Group, LLC
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Marshall Wace, Llp
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Silvia Mccoll Wealth Management, Llc
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Investor's Fiduciary Advisor Network, LLC
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Fifth Third Securities, Inc.
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Natixis Advisors, L.p.
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Jacobs & Co/ca
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Almanack Investment Partners, LLC.
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Holistic Planning, LLC
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Bare Financial Services, Inc
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May Barnhard Investments LLC
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One Capital Management, LLC
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Goepper Burkhardt LLC
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Schechter Investment Advisors, LLC
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Cwm, Llc
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Delta Investment Management, LLC
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Marcum Wealth, LLC
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Palisade Asset Management, LLC
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WestEnd Advisors, LLC
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North Berkeley Wealth Management, LLC
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Lynx Investment Advisory
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Pembroke Management, LTD
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BlackRock, Inc.
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Horizon Advisory Services, Inc.
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Taiyo Life Insurance Co
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Alpha Cubed Investments, LLC
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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Keebeck Wealth Management, LLC
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Barnes Pettey Financial Advisors, Llc
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Vermillion Wealth Management, Inc.
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
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MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
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Solstein Capital, LLC
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Park Place Capital Corp
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Synergy Financial Group, LTD
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Fi3 FINANCIAL ADVISORS, LLC
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Elevate Wealth Advisory, Inc
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Bulwark Capital Corp
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Weaver Consulting Group
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Rockport Wealth LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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Everhart Financial Group, Inc.
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Bellevue Asset Management, Llc
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Partners Capital Investment Group, Llp
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Tradewinds, LLC.
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Aletheian Wealth Advisors LLC
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Uptown Financial Advisors LLC
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|
Fundamentun, Llc
|
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|
Sequent Planning LLC
|
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|
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|
Red Tortoise LLC
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|
|
|
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|
Old North State Wealth Management, LLC
|
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|
Buckingham Strategic Partners
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|
Empirical Asset Management, LLC
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Quotient Wealth Partners, LLC
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Trust Point Inc.
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Rfg Holdings, Inc.
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Wealthedge Investment Advisors, Llc
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Howard Bailey Securities, Llc
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|
Marquette Asset Management, LLC
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|
GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
|
|
|
|
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|
Kennebec Savings Bank
|
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Revisor Wealth Management LLC
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Archvest Wealth Advisors, Inc.
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Conrad N. Hilton Foundation
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Objectivity Squared, LLC
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|
Guyasuta Investment Advisors Inc
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|
Sentinel Pension Advisors Inc
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|
Park Capital Management, LLC / WI
|
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|
Congress Asset Management Co /ma
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|
Robinson Smith Wealth Advisors Llc
|
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|
Associated Banc-corp
|
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|
Intrepid Capital Management Inc
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|
Tfo-tdc, Llc
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Indie Asset Partners, LLC
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Promus Capital, LLC
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Perfromance Wealth Partners, LLC
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Palo Alto Wealth Advisors, Llc
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|
|
MML Series Investment Fund II - MML Blend Fund Initial Class
|
|
|
|
|
|
D. Scott Neal, Inc.
|
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|
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|
Cardinal Point Capital Management, ULC
|
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City Holding Co
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|
Quadcap Wealth Management, LLC
|
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|
Columbia River Financial Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
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Dock Street Asset Management Inc
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Pinnacle Family Advisors, LLC
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|
TFR Capital, LLC.
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Apriem Advisors
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Alerus Financial Na
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|
May Hill Capital, LLC
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|
Ironwood Investment Counsel, LLC
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Naviter Wealth, LLC
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|
Wealthfront Advisers Llc
|
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|
Kaufman Rossin Wealth, LLC
|
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|
|
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|
Proathlete Wealth Management Llc
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Visionary Horizons, LLC
|
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GKV Capital Management Co., Inc.
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Montz Harcus Wealth Management LLC
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Vectors Research Management, LLC
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Jackson, Grant Investment Advisers, Inc.
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Aspire Growth Partners LLC
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Kera Capital Partners, Inc.
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|
Southern Capital Advisors, Llc
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Clayton Financial Group LLC
|
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|
|
Moneda S.A. Administradora General de Fondos
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
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Baker Tilly Financial, Llc
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Manchester Financial Inc
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Ausdal Financial Partners, Inc.
|
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Change Path, LLC
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Northwest Wealth Management, Llc
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BOS Asset Management, LLC
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Flagship Harbor Advisors, Llc
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|
Greenspring Advisors, LLC
|
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|
Rocky Mountain Advisers, Llc
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|
Alyeska Investment Group, L.P.
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|
Bank of Marin
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Wesbanco Bank Inc
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Dash Acquisitions Inc.
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Cobler Capital Management, LLC
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Valley Financial Group, Inc.
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Orrstown Financial Services Inc
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Two Sigma Investments, Lp
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Pasadena Private Wealth, LLC
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|
|
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|
LJI Wealth Management, LLC
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|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
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Connor, Clark & Lunn Investment Management Ltd.
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|
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|
Accredited Investors Inc.
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|
Mitsubishi UFJ Trust & Banking Corp
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|
Sterling Group Wealth Management, LLC
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|
|
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|
Hobbs Wealth Management, LLC
|
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|
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|
Norris Perne & French Llp/mi
|
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|
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|
Gray Private Wealth, LLC
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|
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|
Hudson Capital Management LLC
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|
Potomac Fund Management Inc /adv
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|
Sawyer & Company, Inc
|
|
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|
United Bank
|
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|
|
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|
Formidable Asset Management, LLC
|
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|
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|
rebel Financial LLC
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|
|
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|
Napa Wealth Management
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|
Exencial Wealth Advisors, Llc
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|
Migdal Insurance & Financial Holdings Ltd.
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Pinnacle Financial Partners Inc
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Howland Capital Management Llc
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Verity Asset Management, Inc.
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|
Dagco, Inc.
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Dakota Wealth Management
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Journey Advisory Group, LLC
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Granby Capital Management, LLC
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Leo Wealth, LLC
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Evolution Advisers, Inc.
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|
Seelaus Asset Management LLC
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Sequoia Financial Advisors, LLC
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Rogco, Lp
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Phoenix Holdings Ltd.
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Maryland Capital Advisors Inc.
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High Net Worth Advisory Group LLC
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EFG Asset Management (Americas) Corp.
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World Equity Group, Inc.
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McLean Asset Management Corp
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TL Private Wealth
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Beverly Hills Private Wealth, LLC
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|
McGrath & Associates, Inc.
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|
Peak Asset Management, LLC
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SG Americas Securities, LLC
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Financial Network Wealth Management LLC
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Financial Advisory Service, Inc.
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|
Schiavi & Co LLC
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|
Satovsky Asset Management Llc
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|
Wayfinding Financial, LLC
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|
Martin & Co Inc /tn/
|
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|
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|
Elite Financial, Inc.
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|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
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|
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GK Wealth Management LLC
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LongView Wealth Management
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PBMares Wealth Management LLC
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Intelligence Driven Advisers, LLC
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Galvin, Gaustad & Stein, LLC
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Mayfair Advisory Group, LLC
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Milestone Asset Management Group, LLC
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Gradient Capital Advisors, LLC
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Wealth Architects, LLC
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Watchman Group, Inc.
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Private Wealth Partners, LLC
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Onyx Bridge Wealth Group LLC
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Tsfg, Llc
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Everett Harris & Co /ca/
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Ridgeline Wealth, LLC
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Commonwealth Financial Services, LLC
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Three Cord True Wealth Management, LLC
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Challenger Wealth Management
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Rolek Wealth Management LLC
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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Shorepath Capital Management LLC
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Schneider Downs Wealth Management Advisors, LP
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Kmt Wealth Management, Llc
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Healthcare Of Ontario Pension Plan Trust Fund
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We Are One Seven, LLC
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BCGM Wealth Management, LLC
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United Asset Strategies, Inc.
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NRI Wealth Management LC
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Riverbend Wealth Management, LLC
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Squarepoint Ops LLC
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Ubs Asset Management Americas Inc
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StoneX Group Inc.
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Centric Wealth Management
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Guardian Financial Partners, LLC
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SFG Wealth Management, LLC.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II
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Spartan Planning & Wealth Management
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RMB Capital Management, LLC
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Edgestream Partners, L.P.
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VCI Wealth Management LLC
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Requisite Capital Management, LLC
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Anchor Pointe Wealth Management, LLC
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1st Source Bank
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Millstone Evans Group, LLC
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Wellspring Financial Advisors, LLC
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Security Financial Services, INC.
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Apexium Financial, Lp
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Ci Investments Inc.
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Cullen Investment Group, Ltd.
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Tillman Hartley LLC
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Birch Hill Investment Advisors LLC
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Market Street Wealth Management Advisors Llc
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Wolff Wiese Magana Llc
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Arbor Investment Advisors, LLC
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Lake Street Financial Llc
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Private Capital Management Llc
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Sunflower Bank, N.A.
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Allodium Investment Consultants, LLC
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Acorn Financial Advisory Services Inc /adv
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Taylor Financial Group, Inc.
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Guided Capital Wealth Management, LLC
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Evercore Wealth Management, LLC
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Capital Insight Partners, Llc
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Financiere des Professionnels - Fonds d,investissement inc.
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Symphony Financial, Ltd. Co.
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Old Point Trust & Financial Services N A
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JSF Financial, LLC
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Pvg Asset Management Corp
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GAMMA Investing LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Pinney & Scofield, Inc.
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Defined Financial Planning LLC
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Kaizen Financial Strategies
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Windsor Advisory Group, LLC
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Asio Capital, LLC
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Common Fund For Nonprofit Organizations
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17 Capital Partners, Llc
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Signature Wealth Management Partners, LLC
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Redwood Financial Network Corp
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Cascade Financial Partners, LLC
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Nixon Peabody Trust Co
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Prudent Man Investment Management, Inc.
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Legacy Wealth Managment, LLC/ID
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Global Wealth Strategies & Associates
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Meyer Handelman Co
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Annis Gardner Whiting Capital Advisors, LLC
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Texas Yale Capital Corp.
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Fogel Capital Management, Inc.
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Davidson Trust Co
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Holistic Financial Partners
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Victory Financial Group, Llc
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North Star Asset Management Inc
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Slocum, Gordon & Co LLP
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Annandale Capital, LLC
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HBK Sorce Advisory LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
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|
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|
Valued Wealth Advisors LLC
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Quantinno Capital Management LP
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Allstate Corp
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Ironwood Wealth Management, LLC.
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Harbour Trust & Investment Management Co
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Vision Financial Markets Llc
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Goodman Financial Corp
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Guidance Capital, Inc
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Keb Asset Management, Llc
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Ergawealth Advisors, Inc.
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Close Asset Management Ltd
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Sara-Bay Financial
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Mmbg Investment Advisors Co.
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Barrett & Company, Inc.
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Bell Investment Advisors, Inc
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PBL - PGIM ETF TRUST - PGIM Portfolio Ballast ETF
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Aspiring Ventures, LLC
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Whipplewood Advisors, LLC
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Hoey Investments, Inc
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Cvfg Llc
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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Main Street Research LLC
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Aspiriant, Llc
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McKinley Carter Wealth Services, Inc.
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Summit X, LLC
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Cornerstone Wealth Group, LLC
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Beirne Wealth Consulting Services, LLC
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Accredited Investor Services, Llc
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XML Financial, LLC
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Destination Wealth Management
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Souders Financial Advisors
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I
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Glass Jacobson Investment Advisors llc
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Gs Investments, Inc.
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Standpoint Asset Management, LLC
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Patten Group, Inc.
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|
First National Bank & Trust Co Of Newtown
|
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Spire Wealth Management
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Wooster Corthell Wealth Management, Inc.
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|
O'Brien Greene & Co. Inc
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Verde Capital Management
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|
HMS Capital Management, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
Hardy Reed LLC
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|
Concord Asset Management, LLC/VA
|
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|
KG&L Capital Management,LLC
|
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|
Woodard & Co Asset Management Group Inc /adv
|
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|
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|
AMS Capital Ltda
|
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|
Independent Solutions Wealth Management, LLC
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|
Crews Bank & Trust
|
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|
Global Trust Asset Management, LLC
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|
Calamos Advisors LLC
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|
Kayne Anderson Rudnick Investment Management Llc
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|
FourThought Financial Partners, LLC
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|
Colton Groome Financial Advisors, Llc
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
|
|
|
|
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|
Delap Wealth Advisory, Llc
|
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|
LongView Asset Management LLC
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|
Invst, LLC
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|
Forum Financial Management, LP
|
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|
Bogart Wealth, LLC
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Steele Capital Management, Inc.
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|
Palisade Capital Management Llc/nj
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Harwood Advisory Group, LLC
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|
Fairvoy Private Wealth, LLC
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|
Delta Financial Advisors Llc
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|
Rise Advisors, LLC
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|
Lansing Street Advisors
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|
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|
Stone House Investment Management, LLC
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|
King Wealth
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|
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|
Beacon Capital Management, LLC
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|
Rafferty Asset Management, LLC
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|
TFB Advisors LLC
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|
David J Yvars Group
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|
Envision Financial Planning, LLC
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|
Rps Advisory Solutions Llc
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|
Acropolis Investment Management, LLC
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
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|
Mirador Capital Partners LP
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|
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|
Rothschild Investment Llc
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Asset Management One Co., Ltd.
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|
Trilogy Capital Inc.
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|
Mowery & Schoenfeld Wealth Management, LLC
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|
Adamsbrown Wealth Consultants Llc
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|
Williams & Novak, LLC
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|
Arista Wealth Management, LLC
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|
ProVise Management Group, LLC
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|
Cadinha & Co Llc
|
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|
Allen Mooney & Barnes Investment Advisors LLC
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Stonehearth Capital Management, LLC
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|
Nyl Investors Llc
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Fischer Financial Services, Inc.
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|
Heritage Oak Wealth Advisors Llc
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CIBC Private Wealth Group, LLC
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|
|
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|
Soros Capital Management Llc
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|
SLT Holdings LLC
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|
Adviser Investments LLC
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|
PKO Investment Management Joint-Stock Co
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|
Gr Financial Group, Llc
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|
Vienna Asset Management LLC
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|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
NWOAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2050 Fund Class A
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
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|
|
|
|
Accredited Wealth Management, LLC
|
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|
|
|
|
Chancellor Financial Group WB LP
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|
Investors Research Corp
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|
Monograph Wealth Advisors, Llc
|
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|
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|
Murphy & Mullick Capital Management Corp
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Quad-Cities Investment Group, LLC
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|
Bill Few Associates, Inc.
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|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
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|
|
|
|
Southeast Asset Advisors Inc.
|
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|
|
|
|
Vertex Planning Partners, LLC
|
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|
|
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|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
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|
Moneywise, Inc.
|
|
|
|
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|
Wiser Wealth Management, Inc
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|
AJ Advisors, LLC
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|
Litman Gregory Asset Management LLC
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|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
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Scissortail Wealth Management, LLC
|
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|
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|
Essex Financial Services, Inc.
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
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|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
TPG Advisors LLC
|
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|
|
|
|
Antonelli Financial Advisors, LLC
|
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|
SRS Capital Advisors, Inc.
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|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
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|
Stony Point Wealth Management Inc.
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|
|
|
|
Madrona Financial Services, LLC
|
|
|
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|
Tarbox Family Office, Inc.
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|
Austin Asset Management Co Inc
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|
Sovereign Financial Group, Inc.
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|
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|
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|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Ring Mountain Capital, LLC
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|
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|
Integrity Investment Advisors, LLC
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|
Harfst & Associates, Inc.
|
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|
|
|
|
Fortitude Family Office, LLC
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|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
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|
|
|
|
Sheridan Capital Management, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Lincoln Capital Corp
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|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Breakthru Advisory Services, Llc
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Prosperitas Financial LLC
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|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
DecisionPoint Financial, LLC
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|
|
|
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|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
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|
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Aviance Capital Partners, LLC
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Puff Wealth Management, Llc
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Altrius Capital Management Inc
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Investment Management Corp of Ontario
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Wealthgarden F.s. Llc
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Manuka Financial, LLC
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Kozak & Associates, Inc.
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Vista Finance, Llc
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Lbmc Investment Advisors, Llc
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EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund
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Baker Avenue Asset Management, LP
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Proactive Wealth Strategies LLC
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Canandaigua National Trust Co of Florida
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Nomura Asset Management Co Ltd
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Anfield Capital Management, LLC
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Synovus Financial Corp
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Allianz Asset Management GmbH
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Bigelow Investment Advisors, LLC
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Manhattan West Asset Management, LLC
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NWNAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2045 Fund Class A
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TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
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Agur Provident & Training Funds Management Ltd
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Nicholas Hoffman & Company, LLC.
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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Grange Capital, LLC
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Gordian Advisors LLC
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RAM Investment Partners, LLC
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Wealth Alliance
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Cliftonlarsonallen Wealth Advisors, Llc
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Cura Wealth Advisors, Llc
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Smithfield Trust Co
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Foresight Capital Management Advisors, Inc.
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InTrack Investment Management Inc
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Patriot Investment Management Inc.
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Nvest Financial, LLC
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Family Capital Trust Co
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Atlanta Consulting Group Advisors, LLC
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Paulson Wealth Management Inc.
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Chung Wu Investment Group, LLC
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Eclectic Associates Inc /adv
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Progeny 3, Inc.
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Wealth Dimensions Group, Ltd.
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Generali Investments CEE, investicni spolecnost, a.s.
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Lighthouse Financial LLC
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United Bank
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AdviceOne Advisory Services, LLC
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Oak Hill Wealth Advisors, Llc
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Madison Asset Management, LLC
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Concentrum Wealth Management
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Tounjian Advisory Partners, Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I
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Hunter Perkins Capital Management, LLC
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IFC Advisors LLC
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Inspire Advisors, LLC
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Richard W. Paul & Associates, LLC
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Private Wealth Asset Management, LLC
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Thompson Investment Management, Inc.
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Leeward Financial Partners, LLC
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Citizens Business Bank
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J.w. Cole Advisors, Inc.
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UMA Financial Services, Inc.
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CHURCHILL MANAGEMENT Corp
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Triad Wealth Partners, LLC
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Canvas Wealth Advisors, LLC
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Madison Wealth Partners, Inc
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Telos Capital Management, Inc.
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Attessa Capital LLC
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Vident Advisory, LLC
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Fiduciary Alliance LLC
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Lake Hills Wealth Management, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II
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Argent Advisors, Inc.
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Tidemark, LLC
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Logan Capital Management Inc
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ACALX - NEIMAN FUNDS - Advisors Capital Active All Cap Fund
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Ameritas Investment Partners, Inc.
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Focused Wealth Management, Inc
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Actinver Wealth Management, Inc.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II
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Auxano Advisors, LLC
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Athena Investment Management
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W.H. Cornerstone Investments Inc.
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LPL Financial LLC
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Aaron Wealth Advisors LLC
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Callan Family Office, LLC
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Aft, Forsyth & Company, Inc.
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Rock Creek Group, LP
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Vigilare Wealth Management
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Archetype Wealth Partners
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Second Line Capital, LLC
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AlTi Global, Inc.
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Roberts Wealth Advisors, LLC
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Fusion Family Wealth LLC
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Burney Co/
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Parallax Volatility Advisers, L.P.
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Alhambra Investment Partners LLC
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FMUEX - RBB FUND, INC. - Free Market U.S. Equity Fund Institutional Class
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ESG Planning
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Beckerman Institutional, LLC
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Mercer Global Advisors Inc /adv
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Braun-Bostich & Associates Inc.
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Vawter Financial, Ltd.
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CJM Wealth Advisers, Ltd.
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Advisor Resource Council
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Pflug Koory, LLC
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Aurdan Capital Management, LLC
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IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
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Hobart Private Capital, LLC
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Keyco Bond Fund Inc
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Capital Market Strategies LLC
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Summit Financial Strategies, Inc.
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Systematic Alpha Investments, LLC
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Scotia Capital Inc.
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Prairieview Wealth Partners, Llc
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Brown Wealth Management, Llc
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Painted Porch Advisors LLC
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SK Wealth Management, LLC
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United Wealth Management, LLC
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Forefront Analytics, LLC
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Heritage Investment Group, Inc.
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Warren Averett Asset Management, LLC
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Lumbard & Kellner, LLC
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Alpha Financial Advisors, LLC
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NMMEX - Northern Funds - Active M Emerging Markets Equity Fund
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WNY Asset Management, LLC
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Coyle Financial Counsel LLC
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Bordeaux Wealth Advisors LLC
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Shilanski & Associates, Inc.
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Joule Financial, LLC
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Strategic Investment Solutions, Inc. /IL
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Advocacy Wealth Management Services, LLC
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Salem Investment Counselors Inc
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Sagard Holdings Management Inc.
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Axecap Investments, LLC
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Shum Financial Group, Inc.
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Sandhill Capital Partners LLC
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Capital Investment Counsel, LLC
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Curio Wealth, Llc
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Regal Investment Advisors LLC
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Fort Washington Investment Advisors Inc /oh/
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Goldman Sachs Group Inc
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High Note Wealth, LLC
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Polymer Capital Management (HK) LTD
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Leavell Investment Management, Inc.
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Ogorek Anthony Joseph /ny/ /adv
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BLB&B Advisors, LLC
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Bluestem Financial Advisors, Llc
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Stanich Group LLC
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Community Trust & Investment Co
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Garrett Investment Advisors LLC
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Wealth Watch Advisors, INC
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St. Johns Investment Management Company, LLC
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Conning Inc.
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Quartz Partners, LLC
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Keel Point, LLC
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Elm Partners Management LLC
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GenWealth Group, Inc.
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Mendota Financial Group, LLC
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Mountain Capital Investment Advisors, Inc
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Proficio Capital Partners LLC
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Patriot Financial Group Insurance Agency, LLC
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|
Guardian Wealth Advisors, Llc / Nc
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|
GWM Advisors LLC
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|
AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
|
|
|
|
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|
Norinchukin Bank, The
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Kelly Financial Services LLC
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Holland Advisory Services, Inc.
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Verus Capital Partners, Llc
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Partners in Financial Planning
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Simmons Bank
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Karpus Management, Inc.
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CenturyLink Investment Management Co
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Riversedge Advisors, Llc
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|
Stephenson National Bank & Trust
|
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|
Sei Investments Co
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Good Life Advisors, LLC
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Seaside Wealth Management, Inc.
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|
Core Wealth Partners LLC
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|
Teacher Retirement System Of Texas
|
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|
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|
Sigma Investment Counselors Inc
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|
Oak Wealth Advisors LLC
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|
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|
CI Private Wealth, LLC
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
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|
Trust Co of Tennessee
|
|
|
|
|
|
Mackenzie Financial Corp
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|
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|
Castle Rock Wealth Management, LLC
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|
Atlantic Edge Private Wealth Management, LLC
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Larson Financial Group LLC
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Centricity Wealth Management, LLC
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Nottingham Advisors, Inc.
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New Century Financial Group, LLC
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Graham Capital Wealth Management, Llc
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Sunbeam Capital Management, LLC
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|
Belvedere Trading LLC
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|
Myecfo, Llc
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Reliant Wealth Planning
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|
Carson Advisory Inc.
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
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Sittner & Nelson, Llc
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|
Counterpoint Mutual Funds LLC
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|
Sfmg, Llc
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Buska Wealth Management, LLC
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Westshore Wealth, LLC
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|
Trail Ridge Investment Advisors, LLC
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|
Avalon Trust Co
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|
Hoxton Planning & Management, LLC
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|
|
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|
Marks Group Wealth Management, Inc
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|
TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
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|
|
|
|
Gryphon Financial Partners LLC
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|
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|
Perennial Investment Advisors, LLC
|
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|
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|
Dorsey & Whitney Trust CO LLC
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Pin Oak Investment Advisors Inc
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|
Richards, Merrill & Peterson, Inc.
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|
IMG Wealth Management, Inc.
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Traction Financial Partners, LLC
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|
Tempus Wealth Planning, LLC
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|
SYM FINANCIAL Corp
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|
Hill Island Financial Llc
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|
Cannon Financial Strategists, Inc.
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Advisor OS, LLC
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Copperleaf Capital, LLC
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|
Financial Connections Group, Inc.
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|
Fonville Wealth Management LLC
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|
Destiny Capital Corp/CO
|
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|
|
|
Stonebridge Capital Advisors LLC
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|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Mission Creek Capital Partners, Inc.
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|
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|
Tortoise Investment Management, LLC
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Kohmann Bosshard Financial Services, LLC
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McClarren Financial Advisors, Inc.
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|
Cm Wealth Advisors Llc
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Clear Harbor Asset Management, LLC
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|
Foster Dykema Cabot & Partners, Llc
|
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|
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|
Operose Advisors LLC
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|
Invenio Wealth Partners Llc
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|
Elser Financial Planning, Inc
|
|
|
|
|
|
JNBA Financial Advisors
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|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
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|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Truvestments Capital Llc
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|
|
|
|
|
Theory Financial Llc
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|
First Financial Corp /in/
|
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|
|
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|
Round Rock Advisors, LLC
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|
New York Life Investment Management Llc
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|
Intrepid Financial Planning Group LLC
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|
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|
Zhang Financial LLC
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|
Sound View Wealth Advisors Group, LLC
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|
Parkside Investments, LLC
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|
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|
LexAurum Advisors, LLC
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
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|
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|
Hager Investment Management Services, Llc
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Financial Services Advisory Inc
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Castle Wealth Management Llc
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SOA Wealth Advisors, LLC.
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|
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|
Opulen Financial Group LLC
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|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Shared Vision Wealth Group LLC
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|
Heritage Wealth Management, Inc. /CA/
|
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|
|
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|
Summit Financial, LLC
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Weaver Capital Management LLC
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|
Finer Wealth Management, Inc.
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|
NorthLanding Financial Partners, LLC
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|
New England Private Wealth Advisors LLC
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|
Veracity Capital LLC
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|
Palisades Hudson Asset Management, L.P.
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|
Umb Bank N A/mo
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|
DiMeo Schneider & Associates, L.L.C.
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|
Fortis Capital Management LLC
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|
Northwest Bancshares, Inc.
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|
Securian Asset Management, Inc
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KWB Wealth
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|
Jaffetilchin Investment Partners, LLC
|
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|
Beck Capital Management, Llc
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|
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|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Citigroup Inc
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Jarislowsky, Fraser Ltd
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MBA Advisors LLC
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Encompass Wealth Advisors, Llc
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Eisler Capital Management Ltd.
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Cranbrook Wealth Management, LLC
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Howard Financial Services, Ltd.
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Northeast Financial Consultants Inc
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Matson Money. Inc.
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Brown Advisory Inc
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SHDG - Advisor Managed Portfolios - Soundwatch Hedged Equity ETF
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Evergreen Capital Management Llc
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Securian Funds Trust - SFT Dynamic Managed Volatility Fund
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Skopos Labs, Inc.
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DecisionMap Wealth Management, LLC
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Summit Wealth Group, LLC
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Compass Financial Services Inc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II
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NorthRock Partners, LLC
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Stonekeep Investments, LLC
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Patton Albertson Miller Group, Llc
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CGC Financial Services, LLC
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Sheets Smith Wealth Management
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Ayalon Holdings Ltd.
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Financial Network Wealth Advisors LLC
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Sagespring Wealth Partners, Llc
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DDFG, Inc
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Bank of New Hampshire
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O'shaughnessy Asset Management, Llc
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NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
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Centerpoint Advisors, LLC
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Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
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Riverwater Partners LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Tritonpoint Wealth, Llc
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Stonebridge Financial Group, LLC
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Fusion Capital, LLC
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Moller Financial Services
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Lutz Financial Services LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Mine & Arao Wealth Creation & Management, LLC.
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Total Wealth Planning, Llc
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Pure Portfolios Holdings Llc
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Rik Saylor Financial, Inc.
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Capasso Planning Partners LLC
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Scott Capital Advisors, LLC
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Stordahl Capital Management, Inc.
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Tradewinds Capital Management, LLC
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HEQT - Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
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Hilltop Holdings Inc.
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WESPAC Advisors, LLC
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Hicks Capital Management Llc
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Municipal Employees' Retirement System of Michigan
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L.m. Kohn & Company
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Roble, Belko & Company, Inc
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AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
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Goelzer Investment Management, Inc.
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MidAtlantic Capital Management, Inc.
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Investment Counsel Co Of Nevada
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SkyOak Wealth, LLC
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Revolve Wealth Partners, LLC
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Princeton Global Asset Management LLC
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3EDGE Asset Management, LP
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Founders Financial Alliance, LLC
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Hohimer Wealth Management, Llc
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Firestone Capital Management
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LVW Advisors, LLC
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M. Kulyk & Associates, LLC
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10Elms LLP
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ADG Wealth Management Group, LLC
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IronBridge Private Wealth, LLC
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Smart Portfolios, LLC
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Wallace Advisory Group, LLC
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Vivaldi Capital Management, LLC
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Gould Asset Management Llc /ca/
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Advocate Group Llc
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Financial Life Planners
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OneAscent Financial Services LLC
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Blue Square Asset Management, Llc
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Marino, Stram & Associates Llc
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Marietta Investment Partners Llc
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Avestar Capital, LLC
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TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
|
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Acima Private Wealth, Llc
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Range Financial Group LLC
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Altus Wealth Group LLC
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Brown Miller Wealth Management, LLC
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Spreng Capital Management, Inc.
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TSA Wealth Managment LLC
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First Fiduciary Investment Counsel, Inc.
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JPL Wealth Management, LLC
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Clearview Wealth Advisors LLC
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Graves-Light Private Wealth Management, Inc.
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Lee Financial Co
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Midwest Trust Co
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Advanced Asset Management Advisors Inc
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Citizens & Northern Corp
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Brian Low Financial Group, Llc
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Gables Capital Management Inc.
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Sicart Associates LLC
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Stewardship Advisors, LLC
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Cohen Capital Management, Inc.
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New England Asset Management Inc
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MAXJ - iSHARES TRUST - iShares Large Cap Max Buffer Jun ETF
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RWM Asset Management, LLC
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Montis Financial, LLC
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Powell Investment Advisors, LLC
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Sage Private Wealth Group, Llc
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Stenger Family Office, LLC
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Tyler-Stone Wealth Management
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Banque Pictet & Cie Sa
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Investment Management Corp /va/ /adv
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Planned Solutions, Inc.
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New Age Alpha Advisors, LLC
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Independent Wealth Network Inc.
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ONE Advisory Partners, LLC
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Farmers & Merchants Trust Co of Long Beach
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Balyasny Asset Management Llc
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Japan Science & Technology Agency
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waypoint wealth counsel
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BWM Planning, LLC
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Up Strategic Wealth Investment Advisors Llc
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Total Investment Management Inc
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Coastline Trust Co
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Index Fund Advisors, Inc.
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Private Client Services, Llc
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Sterling Wealth Advisors Inc
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Navis Wealth Advisors, LLC
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Family Management Corp
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Smithbridge Asset Management Inc/de
|
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Archer Investment Corp
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Brighton Jones Llc
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Bull Oak Capital, LLC
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Capital Performance Advisors Llp
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Clune & Associates, Ltd.
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Townsquare Capital Llc
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Lantz Financial LLC
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Flow Traders U.s. Llc
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TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
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Korea Investment CORP
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SlateStone Wealth, LLC
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Roxbury Financial LLC
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Fmb Wealth Management
|
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|
Highline Wealth Partners Llc
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Union Bancaire Privee, UBP SA
|
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|
Cable Hill Partners, LLC
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|
National Bank Of Canada /fi/
|
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NTDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2055 Fund Class A
|
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|
Mainstream Capital Management LLC
|
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|
Clarkston Capital Partners, LLC
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
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Agate Pass Investment Management, LLC
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|
RPTC Inc.
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Private Management Group Inc
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HT Partners LLC
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Adapt Wealth Advisors, Llc
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Wellington Management Group Llp
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Bowman & Co S.C.
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LifePlan Investment Advisors, Inc.
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Blue Chip Partners, Inc.
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Catalina Capital Group, LLC
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Wynn Capital, LLC
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TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service
|
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Salus Financial Advisors, LLC
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Hazlett, Burt & Watson, Inc.
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MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
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Camelot Technology Advisors, Inc.
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Milestone Asset Management, Llc
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Eldridge Investment Advisors, Inc.
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Bridge Generations Wealth Management Llc
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Bay Harbor Wealth Management, LLC
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Eubel Brady & Suttman Asset Management Inc
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Traynor Capital Management, Inc.
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Horst & Graben Wealth Management LLC
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Forbes Financial Planning, Inc.
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|
WASHINGTON TRUST Co
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Element Pointe Advisors, Llc
|
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Fullcircle Wealth Llc
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Divergent Planning, LLC
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Mach-1 Financial Group, Inc.
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USA Financial Portformulas Corp
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Schwarz Dygos Wheeler Investment Advisors Llc
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Eqis Capital Management, Inc.
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GSG Advisors LLC
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Regions Financial Corp
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Nbc Securities, Inc.
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|
Ohio National Investments, Inc.
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Provident Wealth Management, LLC
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Panoramic Investment Advisors, Llc
|
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|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
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Xcel Wealth Management, LLC
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|
BG Investment Services, Inc.
|
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|
Vestia Personal Wealth Advisors
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Centennial Wealth Advisory LLC
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|
|
|
Culbertson A N & Co Inc
|
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|
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|
Heritage Wealth Partners, LLC
|
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Sugar Maple Asset Management, LLC
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AIA Group Ltd
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Resources Investment Advisors, LLC.
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Capital Investment Services of America, Inc.
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Trevian Wealth Management LLC
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CBIZ Investment Advisory Services, LLC
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|
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|
Innova Wealth Partners
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|
Colonial River Wealth Management, LLC
|
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|
|
Kavar Capital Partners Group, Llc
|
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|
Smartleaf Asset Management LLC
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|
Moment Partners, LLC
|
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|
DSG Capital Advisors, LLC
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|
Next Level Private LLC
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|
CFO4Life Group, LLC
|
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|
State Street Corp
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|
Covenant Partners, LLC
|
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|
Signaturefd, Llc
|
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|
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|
Trust Co Of Virginia /va
|
|
|
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|
|
Simon Quick Advisors, Llc
|
|
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|
|
|
Arcadia Investment Management Corp/mi
|
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|
Johnson & White Wealth Management, LLC
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Precedent Wealth Partners, Llc
|
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|
Delta Financial Group, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
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|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Citizens Financial Group Inc/ri
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|
Van Hulzen Asset Management, LLC
|
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|
Harbour Investments, Inc.
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|
Shepherd Financial Partners LLC
|
|
|
|
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|
M3 Advisory Group, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Colony Family Offices, LLC
|
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|
Crew Capital Management, Ltd.
|
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|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
AFQSX - PFS FUNDS - Alpha Fiduciary Quantitative Strategy Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
MKAM - EA Series Trust - MKAM ETF
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
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|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
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|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
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|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
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|
|
|
|
Nordwand Advisors, LLC
|
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|
|
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|
B&l Asset Management Llc
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|
Gill Capital Partners, Llc
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|
White & Co Financial Planning Inc
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|
Rooted Wealth Advisors, Inc.
|
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|
Ensign Peak Advisors, Inc
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|
Parker Financial LLC
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|
ESL Trust Services, LLC
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|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
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|
Massmutual Trust Co Fsb/adv
|
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|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
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|
|
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|
Family Office Research LLC
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|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
DMAX - iSHARES TRUST - iShares Large Cap Max Buffer Dec ETF
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
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|
|
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|
Tower View Investment Management & Research LLC
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|
Verus Financial Partners, Inc.
|
|
|
|
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|
Raab & Moskowitz Asset Management LLC
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Probity Advisors, Inc.
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Great Lakes Retirement, Inc.
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Wealthspire Advisors, LLC
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Rsm Us Wealth Management Llc
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Carmel Capital Partners, LLC
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1620 Investment Advisors, Inc.
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Gwn Securities Inc.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Soltis Investment Advisors LLC
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Selective Wealth Management, Inc.
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180 Wealth Advisors, Llc
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Mascagni Wealth Management, Inc.
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PFG Private Wealth Management, LLC
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XY Planning Network, Inc.
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RHS Financial, LLC
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Asset Planning Corporation
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RCS Financial Planning, LLC
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WEAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Equity Fund Class A
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Aull & Monroe Investment Management Corp
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Stonehaven Wealth & Tax Solutions, Llc
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Hennion & Walsh Asset Management, Inc.
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Taurus Asset Management, Llc
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AE Wealth Management LLC
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Future Financial Wealth Managment LLC
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BCJ Capital Management, LLC
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EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
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Pinnacle Associates Ltd
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IMA Wealth, Inc.
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Lokken Investment Group LLC
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SPYC - Simplify Exchange Traded Funds - Simplify US Equity PLUS Convexity ETF
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Transcendent Capital Group LLC
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Atria Investments Llc
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Hemington Wealth Management
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Kickstand Ventures, Llc.
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Heritage Investors Management Corp
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Genworth Financial Inc
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AdvisorNet Financial, Inc
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AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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Reynders McVeigh Capital Management, LLC
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Griffith & Werner, Inc.
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Cisco Systems, Inc.
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Russell Investments Group, Ltd.
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Gladstone Institutional Advisory LLC
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Hamilton Capital, LLC
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Ameritas Advisory Services, LLC
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Flaharty Asset Management, LLC
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Allegheny Financial Group LTD
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Quadrant Capital Group Llc
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Hancock Whitney Corp
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Ulland Investment Advisors, LLC
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Balentine LLC
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International City Management Association Retirement Corp
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Compass Ion Advisors, LLC
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H&H Retirement Design & Management INC
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Coastal Bridge Advisors, LLC
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Ssi Investment Management Llc
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Brooks, Moore & Associates, Inc.
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Bluesphere Advisors, LLC
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Harbor Asset Planning, Inc.
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Spectrum Strategic Capital Management, LLC
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Horizon Wealth Management, LLC
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RVW Wealth, LLC
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Swmg, Llc
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Pacitti Group Inc.
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Park Square Financial Group, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
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First Financial Bank - Trust Division
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Omega Financial Group, LLC
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Abbot Financial Management, Inc.
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BankPlus Wealth Management LLC
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Caisse De Depot Et Placement Du Quebec
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Serenus Wealth Advisors, LLC
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Holderness Investments Co
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IFS Advisors, LLC
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Axiom Financial Strategies, LLC
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Country Club Bank /gfn
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CRA Financial Services, LLC
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Osterweis Capital Management Inc
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Brown, Lisle/cummings, Inc.
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Godsey & Gibb Associates
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Allianz Se
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Pitcairn Co
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Mechanics Bank Trust Department
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Capital Group Private Client Services, Inc.
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State Of Wisconsin Investment Board
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ICONIQ Capital, LLC
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Plotkin Financial Advisors, LLC
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Legacy Investment Solutions, LLC
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McCollum Christoferson Group LLC
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Cathy Pareto & Associates, Inc
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Ferguson Shapiro LLC
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Morris Financial Concepts, Inc.
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First Citizens Bank & Trust Co
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Independent Family Office, LLC
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Stablepoint Partners, LLC
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Focus Financial Network, Inc.
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RiverGlades Family Offices LLC
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Birchbrook, Inc.
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Brogan Financial, Inc.
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MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
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Wealth Management Associates, Inc.
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Relyea Zuckerberg Hanson LLC
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Chicago Capital, LLC
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TWOX - iSHARES TRUST - iShares Large Cap Accelerated ETF
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WealthCollab, LLC
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Choate Investment Advisors
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Mascoma Wealth Management LLC
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Private Trust Co Na
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StoneCrest Wealth Management, Inc.
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Retirement Capital Strategies
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HighMark Wealth Management LLC
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Brady Family Wealth, Llc
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Hillcrest Wealth Advisors - NY, LLC
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Drucker Wealth 3.0, LLC
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Plum Street Advisors, LLC
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Leading Edge Financial Planning LLC
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Cannon Advisors, Inc.
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GDS Wealth Management
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Fortress Financial Solutions, LLC
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Capstone Investment Advisors, Llc
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Richardson Financial Services Inc.
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Fairway Wealth LLC
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Somerset Trust Co
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RFG - Bristol Wealth Advisors, LLC
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Muirfield Wealth Advisors Llc
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Bay Capital Advisors, LLC
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Noesis Capital Mangement Corp
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Regent Peak Wealth Advisors LLC
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Fulcrum Capital LLC
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Halbert Hargrove Global Advisors, Llc
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Advisor Group Holdings, Inc.
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Magnolia Private Wealth, LLC
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Passaic Partners LLC
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GIMFX - GMO TRUST - GMO Implementation Fund
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ARS Investment Partners, LLC
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Susquehanna International Group, Llp
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CX Institutional
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London Co Of Virginia
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Capital Fund Management S.a.
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Fullerton Fund Management Co Ltd
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North Star Investment Management Corp.
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Semus Wealth Partners LLC
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NCM Capital Management, LLC
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Principal Securities, Inc.
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Pinnacle Financial Group, LLC / IL
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Sofos Investments, Inc.
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Great Valley Advisor Group, Inc.
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SwitchPoint Financial Planning, LLC
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Lewis Asset Management, LLC
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Lakeshore Capital Group, Inc.
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BlueChip Wealth Advisors LLC
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First Financial Bankshares Inc
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Tanager Wealth Management LLP
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Harbor Group, Inc.
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Chokshi & Queen Wealth Advisors, Inc
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SWS Partners
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Citadel Advisors Llc
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McGlone Suttner Wealth Management, Inc.
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Peterson Wealth Advisors, LLC
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Grant Street Asset Management, Inc.
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Cerity Partners LLC
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Kaye Capital Management
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Two Roads Shared Trust - Foundations Dynamic Core ETF
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Founders Grove Wealth Partners, Llc
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Ancora Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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VSM Wealth Advisory, LLC
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Stairway Partners, LLC
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Matauro, Llc
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Moors & Cabot, Inc.
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Shotwell Rutter Baer Inc
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TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
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Morse Asset Management, Inc
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Efficient Advisors, LLC
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Seneschal Advisors, LLC
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Prosperity Financial Group, Inc.
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Cornerstone Wealth Management, LLC
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Clarendon Private LLC
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Infinity Wealth Counsel, LLC
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Gilliland Jeter Wealth Management LLC
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Iron Horse Wealth Management, LLC
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Means Investment Co., Inc.
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Kmg Fiduciary Partners, Llc
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Chapman Financial Group, Llc
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VisionPoint Advisory Group, LLC
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Islay Capital Management, Llc
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Gallagher Fiduciary Advisors, LLC
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Capital Advisors Wealth Management, LLC
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Perissos Private Wealth Management, LLC
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Sensible Money, LLC
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West Oak Capital, LLC
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Autumn Glory Partners, LLC
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Kentucky Trust Co
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Strategy Asset Managers Llc
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Addison Capital Co
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SOL Capital Management CO
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Maseco Llp
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Waterway Wealth Management, LLC
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MONECO Advisors, LLC
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Breed's Hill Capital LLC
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Community Financial Services Group, LLC
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SFE Investment Counsel
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Wharton Business Group, LLC
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Wedbush Securities Inc
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UBS Group AG
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Dogwood Wealth Management LLC
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Prudential Plc
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One Day In July LLC
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Capital Advisors Inc/ok
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Michels Family Financial, LLC
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Cornerstone Planning Group LLC
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Eukles Asset Management
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MB Generational Wealth, LLC
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Birmingham Capital Management Co Inc/al
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Nicholson Wealth Management Group, LLC
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CoreFirst Bank & Trust
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JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
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Rainier Family Wealth Inc
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Financial Insights, Inc.
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Buffington Mohr McNeal
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IVVW - iSHARES TRUST - iShares S&P 500 BuyWrite ETF
|
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Curat Global, LLC
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Parkside Financial Bank & Trust
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AMG National Trust Bank
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Phillips Financial Management, Llc
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Comerica Bank
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Jackson Hole Capital Partners, LLC
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Great Waters Wealth Management
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|
Teachers Insurance & Annuity Association Of America
|
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|
SPQ - Simplify Exchange Traded Funds - Simplify US Equity PLUS QIS ETF
|
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|
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Synergy Investment Management, LLC
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|
Rosenberg Matthew Hamilton
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Blue Bell Private Wealth Management, Llc
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Summit Trail Advisors, Llc
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Fortis Capital Advisors, LLC
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Kilter Group LLC
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Duncan Williams Asset Management, LLC
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Cambridge Advisors Inc.
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Chicago Partners Investment Group LLC
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Rossmore Private Capital
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Royal Fund Management, LLC
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Verisail Partners, LLC
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Dravo Bay Llc
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Colorado Capital Management, Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Bell Bank
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Sovran Advisors, LLC
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Costello Asset Management, INC
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Hancock Prospecting Pty Ltd
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Ted Buchan & Co
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Kagan Cocozza Asset Management
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|
Rational Advisors Llc
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|
Chemung Canal Trust Co
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|
TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
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|
Peak Financial Management, Inc.
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MRSK - Northern Lights Fund Trust - Agility Shares Managed Risk ETF
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Grand Wealth Management, Llc
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Wells Financial Advisors INC
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Awm Capital, Llc
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Essential Planning, LLC.
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Evolution Wealth Management Inc.
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Impact Partnership Wealth, LLC
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Rezny Wealth Management, Inc.
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Fiduciary Financial Group, Llc
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Riverstone Advisors, LLC
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Money Concepts Capital Corp
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ArborFi Advisors, LLC
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Tolleson Wealth Management, Inc.
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Planning Center, Inc.
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Kelly Financial Group Llc
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Johnson Investment Counsel Inc
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Union Savings Bank
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Ewing Morris & Co. Investment Partners Ltd.
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DBK Financial Counsel, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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|
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|
Verger Capital Management LLC
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JCSD Capital, LLC
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Bestgate Wealth Advisors, LLC
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Equita Financial Network, Inc.
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Mallini Complete Financial Planning LLC
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Credential Qtrade Securities Inc.
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DT Investment Partners, LLC
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WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
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|
|
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|
MMAX - iSHARES TRUST - iShares Large Cap Max Buffer Mar ETF
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|
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Insight Wealth Strategies, LLC
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Vista Wealth Management Group, LLC
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Valmark Advisers, Inc.
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Buck Wealth Strategies, LLC
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Anchor Investment Management, LLC
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Fort Point Capital Partners LLC
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First Community Trust Na
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Insight 2811, Inc.
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Sterling Investment Advisors, Ltd.
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Optima Capital Llc
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Community Bank, N.A.
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Future Fund LLC
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Cornerstone Advisors Asset Management, Inc
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Epiq Partners, Llc
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Kelman-Lazarov, Inc.
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Stone Point Wealth LLC
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
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Granite Harbor Advisors, Inc.
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Bradley & Co. Private Wealth Management, LLC
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1 North Wealth Services Llc
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Swp Financial Llc
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NewEdge Wealth, LLC
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Ardent Capital Management, Inc.
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Heritage Family Offices, LLP
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Maripau Wealth Management Llc
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LOM Asset Management Ltd
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Bbr Partners, Llc
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True Vision MN LLC
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Main Street Group, LTD
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Minichmacgregor Wealth Management, Llc
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Clark Financial Services Group Inc /bd
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Ackerman Asset Management, LLC
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KC Investment Advisors, LLC
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Breakwater Investment Management
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Columbia Advisory Partners Llc
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Wetherby Asset Management Inc
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University Of Texas/texas Am Investment Managment Co
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Blodgett Wealth Advisors, Llc
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Lvm Capital Management Ltd/mi
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Intrust Bank Na
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CWS Financial Advisors, LLC
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Macquarie Group Ltd
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Journey Strategic Wealth Llc
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Durante & Waters, Llc
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Discipline Wealth Solutions, LLC
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NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
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WT Wealth Management
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Morgan Dempsey Capital Management Llc
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Peregrine Asset Advisers, Inc.
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Glen Eagle Advisors, LLC
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Rock Point Advisors, LLC
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Hiley Hunt Wealth Management
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Orin Green Financial, LLC
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RKL Wealth Management LLC
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Ramsay, Stattman, Vela & Price, Inc.
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Nuveen, LLC
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Sound Income Strategies, LLC
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Wealth Group Ltd
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Millennium Management Llc
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BEAM Asset Management, LLC
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Arvest Bank Trust Division
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Brooklyn FI, LLC
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Fifth Lane Capital, Lp
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Huntington National Bank
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Apex Wealth Management, LLC
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Opal Wealth Advisors, LLC
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Thoroughbred Financial Services, Llc
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Disciplined Investments, LLC
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Family Wealth Group, LLC
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Truist Financial Corp
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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First City Capital Management, Inc.
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KPP Advisory Services LLC
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Parcion Private Wealth LLC
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GLOBALT Investments LLC / GA
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Cabot Wealth Management Inc
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Premier Financial Group
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Heritage Wealth Management, Inc./Texas
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Eley Financial Management, Inc
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Cadent Capital Advisors, LLC
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Hollow Brook Wealth Management LLC
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Monetary Management Group Inc
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Paradigm Financial Partners, Llc
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Frontier Asset Management, LLC
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Brookmont Capital Management
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Peoples Financial Services Corp.
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Dimension Capital Management Llc
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Nissay Asset Management Corp /japan/ /adv
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One Wealth Advisors, LLC
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Central Pacific Bank - Trust Division
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Fiduciary Trust Co
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Assetmark, Inc
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Etesian Wealth Advisors, Inc.
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Grove Bank & Trust
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Ceera Investments, Llc
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Tactive Advisors, LLC
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Hantz Financial Services, Inc.
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Cooper Capital Advisors LLC
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Melfa Wealth Management, Llc
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LFA - Lugano Financial Advisors SA
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Jones Financial Companies Lllp
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Oxinas Partners Wealth Management LLC
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Northwestern Mutual Investment Management Company, Llc
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Wincap Financial Llc
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Leisure Capital Management
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Bangor Savings Bank
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Betterment LLC
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Parkwoods Wealth Partners, LLC
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Price T Rowe Associates Inc /md/
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Kapstone Financial Advisors LLC
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Atwater Malick LLC
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Rockefeller Capital Management L.P.
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CIBC Asset Management Inc
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Oak Harbor Wealth Partners, Llc
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Kings Path Partners LLC
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TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
|
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Accelerate Investment Advisors LLC
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Tenret Co LLC
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Hirtle Callaghan & Co LLC
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Blair William & Co/il
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Financial Security Advisor, Inc.
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Private Advisor Group, LLC
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James Investment Research Inc
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Argent Trust Co
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DRW Securities, LLC
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Mosaic Family Wealth Partners, Llc
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TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
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Paradigm Capital Management, LLC/NV
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Forbes J M & Co Llp
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Winthrop Advisory Group LLC
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Silverlake Wealth Management Llc
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Money Design Co.,Ltd.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I
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Montgomery Investment Management Inc
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Sunbelt Securities, Inc.
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Bnp Paribas Arbitrage, Sa
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First Foundation Advisors
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Michael & Susan Dell Foundation
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Dentgroup LLC
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Patrick M Sweeney & Associates, Inc
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Evernest Financial Advisors, LLC
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Glenorchy Capital Ltd
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Capstone Wealth Management Group, Llc
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Atlantic Private Wealth, LLC
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Bolthouse Investments, LLC
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Montecito Bank & Trust
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Bnp Paribas
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Christensen, King & Associates Investment Services, Inc.
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WFA Asset Management Corp
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McAlister, Sweet & Associates, Inc.
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Glenmede Trust Co Na
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Schoolcraft Capital LLC
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Boston Family Office Llc
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Benin Management CORP
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Pacific Point Advisors, LLC
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Centennial Bank/AR/
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Acorn Wealth Advisors, LLC
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Shelter Ins Retirement Plan
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BOK Financial Private Wealth, Inc.
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Barings Llc
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Hm Payson & Co
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International Assets Investment Management, Llc
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Ccg Wealth Management, Llc
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Emerald Investment Partners, Llc
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Perritt Capital Management Inc
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Affiance Financial, LLC
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Ewa, Llc
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Bernard Wealth Management Corp.
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Greenwood Gearhart Inc
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TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
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Arcataur Capital Management LLC
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Armis Advisers, LLC
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Smallwood Wealth Investment Management, LLC
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Atala Financial Inc
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Quantbot Technologies LP
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My Personal CFO, LLC
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Ashford Advisors, LLC
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Kirtland Hills Capital Management, Llc
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Ballew Advisors, Inc
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Walkner Condon Financial Advisors LLC
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Verity & Verity, LLC
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Aegis Wealth Management LLC
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Capital International Investors
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Quantum Financial Advisors, LLC
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Rice Partnership, LLC
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Dover Advisors, Llc
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M&t Bank Corp
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TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
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Naples Global Advisors, Llc
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Fiera Capital Corp
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Charter Trust Co
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II
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Legacy Financial Group LLC
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Allium Financial Advisors, Llc
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Vantage Point Financial LLC
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Chesapeake Wealth Management
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New Republic Capital, LLC
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Pensionmark Financial Group, Llc
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Walleye Trading LLC
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Clarity Wealth Advisors, LLC
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BKD Wealth Advisors, LLC
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Koss-Olinger Consulting, LLC
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Brookwood Investment Group LLC
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Ade, Llc
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Parisi Gray Wealth Management
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Nicolet Bankshares Inc
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Private Capital Management, LLC
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Shepherd Kaplan Krochuk, Llc
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Pittenger & Anderson Inc
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First Business Financial Services, Inc.
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Becker Capital Management Inc
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Violich Capital Management, Inc.
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Fragasso Group Inc.
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NWLAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2035 Fund Class A
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|
CapWealth Advisors, LLC
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Lodestone Wealth Management LLC
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|
Wimmer Associates 1, Llc
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Seamount Financial Group Inc
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Elm3 Financial Group, LLC
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|
Abacus Wealth Partners, LLC
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|
Vantagepoint Investment Advisers Llc
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ShoreHaven Wealth Partners, LLC
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Meritas Wealth Management, LLC
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|
Eaton-Cambridge Inc.
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Farmers & Merchants Investments Inc
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Optivise Advisory Services LLC
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|
One Charles Private Wealth Services, LLC
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|
Tyche Wealth Partners LLC
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|
Quadrant Private Wealth Management, LLC
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|
Bank of Finland
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Wealth Effects Llc
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Power Wealth Management Llc
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DHJJ Financial Advisors, Ltd.
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|
Pine Ridge Advisers LLC
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Strategic Financial Concepts, LLC
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|
MA Private Wealth
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|
Warren Street Wealth Advisors, LLC
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RiverFront Investment Group, LLC
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Tradition Wealth Management, LLC
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Xponance, Inc.
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Cassia Capital Partners, LLC
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Boston Trust Walden Corp
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PMV Capital Advisers, LLC
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Ally Invest Advisors Inc.
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NWF Advisory Services Inc.
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Harvest Investment Services, LLC
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|
Bank Of America Corp /de/
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|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
|
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|
|
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|
Addison Advisors LLC
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Ssa Swiss Advisors Ag
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Vise Technologies, Inc.
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WealthNavi Inc.
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PUREfi Wealth, LLC
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Fidelis Capital Partners, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Hibernia Wealth Partners, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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|
Argus Investors' Counsel, Inc.
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Miracle Mile Advisors, LLC
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CENTRAL TRUST Co
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|
Cypress Capital, LLC
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|
Capital Asset Advisory Services LLC
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|
Victory Capital Management Inc
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|
Davis R M Inc
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|
Mairs & Power Inc
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|
Catalyst Financial Partners Llc
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|
ORBA Wealth Advisors, L.L.C.
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|
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|
Hartford Funds Management Co LLC
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|
Corepath Wealth Partners Llc
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|
Salomon & Ludwin, LLC
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|
Randolph Co Inc
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|
Builder Investment Group Inc /adv
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|
Richardson Capital Management LLC
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|
Long Run Wealth Advisors, LLC
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|
McNaughton Wealth Management, LLC
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|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
|
|
|
|
|
|
TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
|
|
|
|
|
|
Intrua Financial, LLC
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|
|
|
|
|
Boston Private Wealth Llc
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|
Gratus Wealth Advisors, LLC
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|
Sowell Financial Services LLC
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|
Key Client Fiduciary Advisors, LLC
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|
|
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|
Morton Brown Family Wealth, LLC
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|
Balance Wealth, LLC
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|
|
Bank of Jackson Hole Trust
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|
Hanson & Doremus Investment Management
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|
|
NWWRX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2060 Fund Class A
|
|
|
|
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|
Nisa Investment Advisors, Llc
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|
Safeguard Financial, LLC
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|
REAP Financial Group, LLC
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Stifel Financial Corp
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Lloyd Advisory Services, LLC.
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|
Yukon Wealth Management, Inc.
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|
MRP Capital Investments, LLC
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|
Level Wealth Management LLC
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|
Horizon Bancorp Inc /in/
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|
GenTrust, LLC
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|
Stonebrook Private Inc.
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|
Barnes Wealth Management Group, Inc
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|
Insight Wealth Partners, LLC
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|
Cantor Fitzgerald Investment Adviser L.p.
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RMR Capital Management, LLC
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|
Griffin Asset Management, Inc.
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Dohj, Llc
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Blue Capital, Inc.
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GW&K Investment Management, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Adventist Health System Sunbelt Healthcare Corp
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Gillespie Robinson & Grimm Inc
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Sierra Ocean, Llc
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Continental Investors Services, Inc.
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Grant Private Wealth Management Inc
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OMNI 360 Wealth, Inc.
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Ackerman Capital Advisors, LLC
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Worth Financial Advisory Group, LLC
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Innovative Wealth Building LLC
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CIBC World Markets Inc.
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Moss Adams Wealth Advisors LLC
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Cortland Associates Inc/mo
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NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
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TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
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First Western Trust Bank
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Global Assets Advisory, LLC
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Freestone Capital Holdings, LLC
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Magnus Financial Group LLC
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EverSource Wealth Advisors, LLC
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Aviso Financial Inc.
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Navellier & Associates Inc
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Silicon Valley Capital Partners
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Harbour Capital Advisors, LLC
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Howard Capital Management Group, LLC
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Wealth Quarterback LLC
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Arete Wealth Advisors, LLC
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Envision Financial LLC
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Private Wealth Group, LLC
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Hanlon Investment Management, Inc.
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Old National Bancorp /in/
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Clark Asset Management, LLC
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TAGStone Capital, Inc.
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Sharp Financial Services, LLC
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Adventist Health System/ West
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Jamison Private Wealth Management, Inc.
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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United Advisor Group, LLC
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Crestwood Advisors Group LLC
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CVA Family Office, LLC
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WoodTrust Financial Corp
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Embree Financial Group
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Camden Capital, LLC
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Kestra Private Wealth Services, Llc
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E Fund Management Co., Ltd.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Moody Lynn & Lieberson, Llc
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Cordatus Wealth Management LLC
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AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
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TD Waterhouse Canada Inc.
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Old Mission Capital Llc
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Finley Financial, LLC
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Marble Harbor Investment Counsel, LLC
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Pure Financial Advisors, Inc.
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Oppenheimer & Co Inc
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Financial Futures Ltd Liability Co.
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Prudent Man Advisors, LLC
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Mezzasalma Advisors, LLC
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Fidelity D & D Bancorp Inc
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Next Level Wealth Planning, LLC
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SPC Financial, Inc.
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Headland Capital, LLC
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Condor Capital Management
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Midwest Heritage Bank, FSB
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Smith & Howard Wealth Management, LLC
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Leonard Rickey Investment Advisors P.L.L.C.
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Novak & Powell Financial Services, Inc.
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National Asset Management, Inc.
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M.e. Allison & Co., Inc.
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Instrumental Wealth, Llc
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Mycio Wealth Partners, Llc
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Priebe Wealth Holdings LLC
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PMG Wealth Management, Inc.
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Endeavor Private Wealth, Inc.
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Objective Capital Management, LLC
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Heritage Wealth Advisors
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TRUE Private Wealth Advisors
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Skyline Advisors, Inc.
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Columbus Macro, LLC
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Hillman Capital Management, Inc.
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Sonata Capital Group Inc
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Hughes Financial Services, LLC
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Badgley Phelps Wealth Managers, LLC
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Cassaday & Co Wealth Management LLC
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Allworth Financial LP
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Willis Johnson & Associates, Inc.
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Hallmark Capital Management Inc
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Aspen Wealth Strategies, LLC
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Sepio Capital, LP
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Traphagen Investment Advisors Llc
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Noble Wealth Management PBC
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4J Wealth Management LLC
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Crown Wealth Group, LLC
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SILVER OAK SECURITIES, Inc
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McDonough Capital Management, Inc
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CWC Advisors, LLC.
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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Wisconsin Wealth Advisors, LLC
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Rinkey Investments
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Asset Management Group, Inc.
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Novem Group
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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Nova R Wealth, Inc.
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Tripletail Wealth Management, LLC
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Sculati Wealth Management, LLC
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Nbt Bank N A /ny
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Beacon Financial Planning, Inc
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Wills Financial Group LLC
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Knollwood Investment Advisory, LLC
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Tower Wealth Partners, Inc.
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Captrust Financial Advisors
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One Wealth Capital Management, Llc
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NWEBX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination Retirement Fund Class R
|
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|
First National Trust Co
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Financial Advocates Investment Management
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Rothschild Capital Partners, LLC
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Plimoth Trust Co Llc
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Shira Ridge Wealth Management
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Horizons Wealth Management
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Darrow Company, Inc.
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Goldstein Advisors, LLC
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Atlas Wealth LLC
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Financial Symmetry Inc
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Red Wave Investments LLC
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Aries Wealth Management
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Charter Oak Capital Management, LLC
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Kaydan Wealth Management, Inc.
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Friedenthal Financial
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Portland Financial Advisors Inc
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Alta Wealth Advisors LLC
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Providence First Trust Co
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5T Wealth, LLC
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B & T Capital Management DBA Alpha Capital Management
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Sabal Trust CO
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Front Row Advisors LLC
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Newman Dignan & Sheerar, Inc.
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Oldfather Financial Services, LLC
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Successful Portfolios LLC
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Watershed Private Wealth Llc
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Parsons Capital Management Inc/ri
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Snider Financial Group
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified Balanced Volatility Control Account Class 2
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Prosperity Wealth Management, Inc.
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Tribridge Partners Financial LLC
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KDK Private Wealth Management, LLC
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Stokes Family Office, LLC
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Harbor Capital Advisors, Inc.
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Comprehensive Financial Consultants Institutional, Inc.
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Sonora Investment Management Group, LLC
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GeoWealth Management, LLC
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Highland Financial Advisors, LLC
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Leigh Baldwin & Co., Llc
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Glassman Wealth Services
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Sage Mountain Advisors LLC
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Waller Financial Planning Group, Inc
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NorthStar Asset Management LLC /NJ/
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BUYW - Northern Lights Fund Trust IV - Main BuyWrite ETF
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Arvest Investments, Inc.
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Karani Asset Management LLC
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Financial Counselors Inc
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Klingenstein Fields & Co Lp
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1832 Asset Management L.P.
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Hengehold Capital Management Llc
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Ferguson Wellman Capital Management, Inc
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MEMBERS Trust Co
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Sageworth Trust Co
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Inlight Wealth Management, LLC
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Glenmede Investment Management, LP
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Affinity Capital Advisors, LLC
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Waters Parkerson & Co., Llc
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Berkshire Bank
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Nestegg Advisors, Inc.
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Greykasell Wealth Strategies, Inc.
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Elgethun Capital Management
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STAR Financial Bank
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ABLE Financial Group, LLC
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Penney Financial, LLC
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Retirement Planning Group, Llc / Ny
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Chicago Wealth Management, Inc.
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SoundView Advisors Inc.
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Collier Financial
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Security Benefit Life Insurance Co /ks/
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Hurley Capital, LLC
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LGT Financial Advisors LLC
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Cosner Financial Group, LLC
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Radnor Capital Management, LLC
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Lineweaver Wealth Advisors, LLC
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Briaud Financial Planning, Inc
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Farnam Financial LLC
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Institute for Wealth Management, LLC.
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
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Inscription Capital, LLC
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Yelin Lapidot Holdings Management Ltd.
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Wealthcare Advisory Partners LLC
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HB Wealth Management, LLC
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TCG Advisory Services, LLC
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Quantum Financial Planning Services, Inc.
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Asset Dedication, LLC
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Goodwin Investment Advisory
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IFG Advisors, LLC
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HORAN Wealth, LLC
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Mitchell Sinkler & Starr/pa
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Legacy Solutions, Llc
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BridgePort Financial Solutions, LLC
|
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|
Brookstone Capital Management
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|
Arkadios Wealth Advisors
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|
Amplius Wealth Advisors, LLC
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Kcm Investment Advisors Llc
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Financial Synergies Wealth Advisors, Inc.
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Atlas Private Wealth Advisors
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Zrc Wealth Management, Llc
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|
SPD - Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
|
|
|
|
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|
BlueStem Wealth Partners, LLC
|
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|
|
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|
UNIVEST FINANCIAL Corp
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Pinkerton Retirement Specialists, LLC
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Sincerus Advisory, LLC
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Sellwood Investment Partners LLC
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Blueprint Investment Partners LLC
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Wade Financial Advisory, Inc
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Brinker Capital Investments, LLC
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Tobias Financial Advisors, Inc.
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Merrion Investment Management Co, LLC
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Ronald Blue Trust, Inc.
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AllSquare Wealth Management LLC
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Triangle Securities Wealth Management
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|
a16z Perennial Management, L.P.
|
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|
Spectrum Wealth Counsel, LLC
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Howard Wealth Management, Llc
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Bridgewater Associates, LP
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Gilbert & Cook, Inc.
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|
Capital City Trust Co/fl
|
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Capital Research Global Investors
|
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|
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|
First Hawaiian Bank
|
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|
|
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|
Nationwide Fund Advisors
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
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|
|
|
Well Done, LLC
|
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|
Tiaa Trust, National Association
|
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|
EdgeRock Capital LLC
|
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|
Valley National Advisers Inc
|
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|
OLIO Financial Planning
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|
Mutual Advisors, LLC
|
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|
DB Fitzpatrick & Co, Inc
|
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|
Colonial Trust Co / SC
|
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|
Fielder Capital Group LLC
|
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|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
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|
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|
Red Door Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Insight Inv LLC
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|
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|
Straight Path Wealth Management
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|
Hutchens & Kramer Investment Management Group, LLC
|
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|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
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|
Sightline Wealth Advisors, LLC
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|
Tiemann Investment Advisors, Llc
|
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|
|
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|
W Advisors, Llc
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|
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|
Moody National Bank Trust Division
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|
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|
Financial Management Network Inc
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Welch Group, LLC
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DKM Wealth Management, Inc.
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Ironwood Wealth Management, Inc.
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
|
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|
Semmax Financial Advisors Inc.
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MBM Wealth Consultants, LLC
|
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|
Twele Capital Management, Inc.
|
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|
|
|
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service
|
|
|
|
|
|
Legacy Advisors, LLC
|
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|
|
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|
Azimuth Capital Investment Management LLC
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|
Longview Financial Advisors, Inc.
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|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
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|
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|
Roundview Capital LLC
|
|
|
|
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|
Centaurus Financial, Inc.
|
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|
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|
Fourth Dimension Wealth, LLC
|
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|
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|
Green Harvest Asset Management LLC
|
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|
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|
Cornerstone Planning, LLC
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|
|
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|
Founders Financial Securities Llc
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|
|
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|
Axis Wealth Partners, LLC
|
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|
Legacy Private Trust Co.
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|
|
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|
Ellenbecker Investment Group
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|
|
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|
Main Street Financial Solutions, LLC
|
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|
Clg Llc
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|
Archford Capital Strategies, LLC
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|
Bouchey Financial Group Ltd
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|
Rebalance, Llc
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|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
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|
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Mariner, LLC
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Arlington Trust Co LLC
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Louisbourg Investments Inc.
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Fairview Capital Investment Management, Llc
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Twin Focus Capital Partners, Llc
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O'ROURKE & COMPANY, Inc
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Newton One Investments LLC
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Blume Capital Management, Inc.
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Great Lakes Advisors, Llc
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Retirement Planning Group
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Gunma Bank,Ltd.
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Ballentine Capital Advisors, Inc
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Kearns & Associates LLC
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Coordinated Financial Services, Inc.
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Western Wealth Management, LLC
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Retirement Income Solutions, Inc
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Morgan Stanley
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Marion Wealth Management
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Capital Investment Advisory Services, LLC
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Gibbs Wealth Management
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LMG Wealth Partners, LLC
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Pointe Capital Management LLC
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Pathway Financial Advisors LLC
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Syntegra Private Wealth Group, LLC
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Birchcreek Wealth Management, LLC
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Rappaport Reiches Capital Management, LLC
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Cornerstone Total Return Fund Inc
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James J. Burns & Company, LLC
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Absolute Capital Management, LLC
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Waypoint Wealth Partners Inc.
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Stephenson & Company, Inc.
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GFS Advisors, LLC
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RSSY - Tidal Trust II - Return Stacked(R) U.S. Stocks & Futures Yield ETF
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
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Team Hewins, LLC
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DiNuzzo Private Wealth, Inc.
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Consolidated Planning Corp
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Tru Independence Asset Management 2, Llc
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Taylor & Morgan Wealth Management, LLC
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Sound Stewardship, LLC
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Sun Life Financial Inc
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Alberta Investment Management Corp
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Caldwell Securities, Inc
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Fulton Breakefield Broenniman Llc
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Plan Group Financial, LLC
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Coppell Advisory Solutions LLC
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Catalyst Private Wealth, Llc
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Landmark Wealth Management, LLC
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Everstar Asset Management, LLC
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Walled Lake Planning & Wealth Management, Llc
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Midland Wealth Advisors Llc
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Warner Financial, Inc
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Kfg Wealth Management, Llc
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West Bancorporation Inc
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Meridian Management Co
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Sterling Wealth Management, Inc.
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Bear Mountain Capital, Inc.
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Opus Capital Group, LLC
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Beacon Pointe Advisors, LLC
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TAX - EA Series Trust - Cambria Tax Aware ETF
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SCS Capital Management LLC
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My Purposeful Wealth Corp.
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Haverford Financial Services, Inc.
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Potentia Wealth
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Nicollet Investment Management, Inc.
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Baird Financial Group, Inc.
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Balboa Wealth Partners
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Cedar Mountain Advisors, LLC
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Equitable Holdings, Inc.
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S&t Bank/pa
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Garrison Point Advisors, Llc
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Amussen Hunsaker Associates Llc
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Steward Partners Investment Advisory, Llc
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BlackDiamond Wealth Management Inc.
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Yardley Wealth Management LLC
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Portland Global Advisors LLC
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Atwood & Palmer Inc
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BCS Wealth Management
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Impact Capital Partners LLC
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Knuff & Co LLC
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Swan Global Investments, LLC
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Waverton Investment Management Ltd
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Parkworth Wealth Management, Inc.
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Versant Capital Management, Inc
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LaSalle St. Investment Advisors, LLC
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True Wealth Design, LLC
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Nwam Llc
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Austin Wealth Management, LLC
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Wealth Advisors of Tampa Bay, LLC
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Thompson Davis & Co., Inc.
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Investment Planning Advisors, Inc.
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River Street Advisors LLC
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Summit Global Investments
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Oliver Lagore Vanvalin Investment Group
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Creegan & Nassoura Financial Group, LLC
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Leith Wheeler Investment Counsel Ltd.
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D'Orazio & Associates, Inc.
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Ehrlich Financial Group
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
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Commonwealth Retirement Investments LLC
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Quattro Financial Advisors Llc
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Reik & Co., Llc
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Shakespeare Wealth Management, Inc.
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Sentinus, LLC
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Raymond James Financial Inc
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Slow Capital, Inc.
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Visionary Wealth Advisors
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Private Advisory Group LLC
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KFA Private Wealth Group, LLC
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BTG Pactual Asset Management US LLC
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Astoria Strategic Wealth, Inc.
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Nilsine Partners, LLC
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Foundry Financial Group, Inc.
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Novus Advisors, Llc
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Plante Moran Financial Advisors, LLC
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Mirae Asset Global Investments Co., Ltd.
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Ables, Iannone, Moore & Associates, Inc.
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FineMark National Bank & Trust
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Bristlecone Advisors, LLC
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Wedgewood Investors Inc /pa/
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Madden Advisory Services, Inc.
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Ironsides Asset Advisors, LLC
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Bravias Capital Group, LLC
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Dynamic Wealth Strategies, LLC
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BankPlus Trust Department
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Lazari Capital Management, Inc.
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Security National Bank Of So Dak
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BIP Alliance, LLC
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Midwest Financial Group LLC
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PDS Planning, Inc
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Mandatum Life Insurance Co Ltd
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TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service
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Vantage Financial Partners, LLC
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GoalFusion Wealth Management, LLC
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Oakworth Capital, Inc.
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Donaldson Capital Management, Llc
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Princeton Capital Management Llc
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Legacy Capital Group California, Inc.
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Steel Peak Wealth Management LLC
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Cypress Financial Planning Llc
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NDVR, Inc.
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Stockman Wealth Management, Inc.
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First Horizon Advisors, Inc.
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Pitti Group Wealth Management, LLC
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Mason & Associates, LLC
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Human Investing LLC
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Summa Corp.
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TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
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Zuckerman Investment Group, LLC
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Savant Capital, LLC
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Gitterman Wealth Management, LLC
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True Link Financial Advisors, LLC
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SC&H Financial Advisors, Inc.
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Matisse Capital
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True North Advisors, LLC
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Albion Financial Group /ut
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Wealthspan Partners, Llc
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Garde Capital, Inc.
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Beacon Bridge Wealth Partners, LLC
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Treasurer of the State of North Carolina
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TT Capital Management LLC
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Commerce Bank
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Sutton Place Investors Llc
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Pettinga Financial Advisors, LLC
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GM Advisory Group, Inc.
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AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
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Lakeshore Financial Planning, Inc.
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Compass Financial Group, INC/SD
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Richmond Investment Services, LLC
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Teamwork Financial Advisors, LLC
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Americana Partners, LLC
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Wall Street Financial Group, Inc.
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Cambria Investment Management, L.P.
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Sawgrass Asset Management Llc
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Prostatis Group LLC
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Cheviot Value Management, LLC
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Chemistry Wealth Management LLC
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Orgel Wealth Management, LLC
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Clarity Financial LLC
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Weatherly Asset Management L. P.
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Financial Freedom, LLC
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Beaird Harris Wealth Management, LLC
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Interactive Financial Advisors
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Marietta Wealth Management, LLC
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Oarsman Capital, Inc.
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Cambridge Capital Management, Llc
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Sequent Asset Management, LLC
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Resurgent Financial Advisors LLC
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Planwiser Financial, Llc
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Northeast Investment Management
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Pathstone Holdings, LLC
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Western Pacific Wealth Management, LP
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Integral Investment Advisors, Inc.
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Sage Financial Management Group, Inc.
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Ironvine Capital Partners, LLC
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Capital Planning Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I
|
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WorthPointe, LLC
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Kathleen S. Wright Associates Inc.
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Crowley Wealth Management, Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Qalhat Capital Ltd
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Team Financial Group, LLC
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49 Wealth Management, Llc
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First County Bank /CT/
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JMG Financial Group, Ltd.
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Clarity Capital Advisors, LLC
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Ignite Planners, LLC
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Daido Life Insurance Co
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Wealthstar Advisors, Llc
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C2C Wealth Management, LLC
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First Commonwealth Financial Corp /pa/
|
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Client 1st Advisory Group, Llc
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Wells Fargo & Company/mn
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Nelson Capital Management, LLC
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Marco Investment Management Llc
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SOUTH STATE Corp
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Fermata Advisors, LLC
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Genesis Wealth Advisors, LLC
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Icon Wealth Advisors, LLC
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Td Asset Management Inc
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Creekmur Asset Management LLC
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Ellis Investment Partners, LLC
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Turtle Creek Wealth Advisors, LLC
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FORM Wealth Advisors, LLC
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Atlantic Union Bankshares Corp
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Family Firm, Inc.
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Caliber Wealth Management, LLC / KS
|
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Juncture Wealth Strategies, Llc
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Fulton Bank, N.a.
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Steigerwald, Gordon & Koch Inc.
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Seven Post Investment Office LP
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Level Financial Advisors, Inc.
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Bennett Selby Investments Lp
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Seros Financial, LLC
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Willow Creek Wealth Management Inc.
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JDM Financial Group LLC
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Strategic Investment Advisors / MI
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Abound Wealth Management
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Lee-Kelleher Wealth Management
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Riggs Asset Managment Co. Inc.
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II
|
|
|
|
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|
Fortress Financial Group, Llc
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|
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|
Nemes Rush Group LLC
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|
Patten & Patten Inc/tn
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Edmond De Rothschild Holding S.a.
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Gallagher Capital Advisors, LLC
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Okabena Investment Services Inc
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Mkd Wealth Coaches, Llc
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Syntax Research, Inc.
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KM Capital Management Ltd.
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Morris Retirement Advisors, LLC
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Sonoma Private Wealth LLC
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Cypress Capital Advisors, LLC
|
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|
Waterfront Wealth Inc.
|
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|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
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|
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|
Fairfield, Bush & Co.
|
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|
Ullmann Financial Group, Inc.
|
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|
Avondale Wealth Management
|
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CV Advisors LLC
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|
Rothschild & Co Wealth Management UK Ltd
|
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|
Mma Asset Management Llc
|
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|
|
|
|
EQHEX - Series Portfolios Trust - Equable Shares Large Cap Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
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|
Redwood Wealth Management Group, LLC
|
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Harel Insurance Investments & Financial Services Ltd.
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|
Bradyco, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
|
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|
Cito Capital Group, LLC
|
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Commonwealth Equity Services, Llc
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Ethos Financial Group, LLC
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Aureus Asset Management, LLC
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Seascape Capital Management
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|
Royal Bank Of Canada
|
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|
Strid Group, LLC
|
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Valtinson Bruner Financial Planning LLC
|
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|
SP Asset Management LLC
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|
Full Sail Capital, LLC
|
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|
Kellett Schaffner Wealth Advisors LLC
|
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|
Frazier Financial Advisors, LLC
|
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|
|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Forefront Wealth Partners, LLC
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|
Game Plan Financial Advisors, LLC
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Valley Forge Investment Consultants Inc Adv
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Cape Ann Savings Bank
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GEN Financial Management, INC.
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Lazard Asset Management Llc
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Strategic Blueprint, LLC
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|
EBI - RBB Fund Trust - Longview Advantage ETF
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Aspire Capital Advisors LLC
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AIFG Consultants Ltd.
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Diversified Trust Co
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Francis Financial, Inc.
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Cornerstone Advisory, LLC
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Gallacher Capital Management LLC
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Mission Wealth Management, Lp
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White Knight Strategic Wealth Advisors, LLC
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Ameliora Wealth Management Ltd.
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Twelve Points Wealth Management LLC
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Fagan Associates, Inc.
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MidWestOne Financial Group, Inc.
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Financial Partners Group, Inc
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Simplicity Wealth,LLC
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Annex Advisory Services, LLC
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Huntleigh Advisors, Inc.
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O'Connor Financial Group LLC
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SMAX - iSHARES TRUST - iShares Large Cap Max Buffer Sep ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
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Atlantic Family Wealth, Llc
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Curbstone Financial Management Corp
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Nadler Financial Group, Inc.
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SummitTX Capital, L.P.
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Adams Wealth Management
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AA Financial Advisors, LLC
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Cerro Pacific Wealth Advisors LLC
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Willner & Heller, Llc
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Global Retirement Partners, LLC
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German American Bancorp, Inc.
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First Heartland Consultants, Inc.
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Delta Asset Management Llc/tn
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Capital Square, LLC
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Grayhawk Investment Strategies Inc.
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Prairie Wealth Advisors, Inc.
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Bnc Wealth Management, Llc
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Cooper Financial Group
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Wealthbridge Capital Management, Llc
|
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Gutierrez Wealth Advisory, LLC
|
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Integrated Investment Consultants, LLC
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Global Wealth Management, LLC
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Montag A & Associates Inc
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Meridian Wealth Partners, LLC
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Richmond Brothers, Inc.
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GEM Asset Management, LLC
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Foster & Motley Inc
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MFA Wealth Services
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Bearing Point Capital, Llc
|
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LM Advisors LLC
|
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Brown Financial Advisory
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Aspen Investment Management Inc
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Bright Financial Advisors, Inc.
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GPS Wealth Strategies Group, LLC
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Guggenheim Capital Llc
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Vannoy Advisory Group, Inc.
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Apella Capital, LLC
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Worth Asset Management, LLC
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Trust Co Of Vermont
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Geneva Partners, LLC
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Principle Wealth Partners Llc
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IFG Advisory, LLC
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Intergy Private Wealth, LLC
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RMR Wealth Builders
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Liberty Capital Management, Inc.
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New World Advisors LLC
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Equitable Trust Co
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Ramirez Asset Management, Inc.
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Prasad Wealth Partners, LLC
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Oakwell Private Wealth Management, LLC
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F&V Capital Management, LLC
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TradeWell Securities, LLC.
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Harvey Capital Management Inc
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jvl associates llc
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Jacksonville Wealth Management, LLC
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FSM Wealth Advisors, LLC
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Clearwater Capital Advisors, LLC
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Sierra Capital LLC
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Coordinated Financial Services, Inc./CO
|
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Legacy Bridge, LLC
|
|
|
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|
VeraBank, N.A.
|
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|
Schwallier Wealth Management LLC
|
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|
Barr E S & Co
|
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|
|
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|
Baring Financial LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
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|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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Mogy Joel R Investment Counsel Inc
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Avant Financial Advisors LLC
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Lindbrook Capital, Llc
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Dupree Financial Group, LLC
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LVZ Advisors, Inc.
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Narwhal Capital Management
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Lodestar Private Asset Management Llc
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SS&H Financial Advisors, Inc.
|
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|
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|
Hubbell Strickland Wealth Management, LLC
|
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Texas Bank & Trust Co
|
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|
|
Measured Wealth Private Client Group, LLC
|
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|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Graney & King, LLC
|
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|
|
Integris Wealth Management, LLC
|
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|
WPG Advisers, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
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|
Cove Private Wealth, LLC
|
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|
|
Continuum Advisory, LLC
|
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|
McIlrath & Eck, LLC
|
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|
|
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|
Alpine Bank Wealth Management
|
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|
SMI Advisory Services, LLC
|
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|
CoreCap Advisors, LLC
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|
Janus Henderson Group Plc
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Kwmg, Llc
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Astra Wealth Partners LLC
|
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Hurlow Wealth Management Group, Inc.
|
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|
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|
Horizon Investments, LLC
|
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Two Sigma Securities, Llc
|
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Country Trust Bank
|
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|
Investment Research & Advisory Group, Inc.
|
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|
|
|
Zurich Insurance Group Ltd/FI
|
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Cypress Capital Group
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|
Truefg, Llc
|
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Quest 10 Wealth Builders, Inc.
|
|
|
|
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|
Chesley Taft & Associates LLC
|
|
|
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|
Bokf, Na
|
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|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
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|
Trademark Financial Management, LLC
|
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|
Ames National Corp
|
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|
Bailard, Inc.
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
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|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
ROMO - Strategy Shares - Strategy Shares Newfound/ReSolve Robust Momentum ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
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|
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|
VestGen Advisors, LLC
|
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|
|
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|
Maltin Wealth Management, Inc.
|
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|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
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|
Heritage Financial Services, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
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|
|
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|
TPG Financial Advisors, LLC
|
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|
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|
Portfolio Strategies, Inc.
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
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|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
|
|
|
|
|
Windsor Capital Management, LLC
|
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|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
University Of Chicago
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Cornerstone Partners Capital Management, Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
NDMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Aggressive Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF
|
|
|
|
|
|
von Borstel & Associates, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
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PFG Investments, LLC
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Riverpoint Wealth Management Holdings, LLC
|
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Compass Financial Group, Inc.
|
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Mizuho Markets Americas Llc
|
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Redmond Asset Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Austin Private Wealth, LLC
|
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|
|
|
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Arbor Trust Wealth Advisors, Llc
|
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|
|
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|
Lido Advisors, LLC
|
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|
|
|
|
Monte Financial Group, LLC
|
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|
|
|
|
FSC Wealth Advisors, LLC
|
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Bank OZK
|
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Ieq Capital, Llc
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Quent Capital, LLC
|
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Per Stirling Capital Management, LLC.
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|
Sanders Morris Harris Llc
|
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Thrive Capital Management, LLC
|
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|
|
|
|
SilverOak Wealth Management LLC
|
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|
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ARS Wealth Advisors Group, LLC
|
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|
|
|
|
ORG Wealth Partners, LLC
|
|
|
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|
|
Seven Mile Advisory
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
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Denver Wealth Management, Inc.
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Beese Fulmer Investment Management, Inc.
|
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Graybill Bartz & Assoc Ltd
|
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Forum Private Client Group LLC
|
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|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
|
|
|
|
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Advisory Alpha, LLC
|
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|
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Family Investment Center, Inc.
|
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|
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Alaska Permanent Fund Corp
|
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TruNorth Capital Management, LLC
|
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|
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Ipswich Investment Management Co., Inc.
|
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Marmo Financial Group, LLC
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Northstar Asset Management Llc
|
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Opinicus Capital, Inc.
|
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|
|
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|
Gibson Capital, LLC
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|
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Atlas Legacy Advisors, LLC
|
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|
Bellecapital International Ltd.
|
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|
|
|
|
Aspen Capital Management, LLC
|
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|
|
|
Weik Capital Management
|
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|
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|
Clear Creek Financial Management, LLC
|
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|
MADDEN SECURITIES Corp
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Certified Advisory Corp
|
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|
Brandywine Oak Private Wealth Llc
|
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|
Bfsg, Llc
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
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|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
CacheTech Inc.
|
|
|
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|
|
CNB Bank
|
|
|
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|
Values Added Financial LLC
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Chilton Capital Management Llc
|
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Amtrust Financial Services, Inc.
|
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Cambridge Investment Research Advisors, Inc.
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Baltimore-Washington Financial Advisors, Inc.
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Chris Bulman Inc
|
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|
Legacy Financial Group, Inc.
|
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|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
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|
Bright Futures Wealth Management, LLC.
|
|
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|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
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|
Empowered Funds, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
|
|
BTC Capital Management, Inc.
|
|
|
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BLVD Private Wealth, LLC
|
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|
Pacific Financial Group Inc
|
|
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|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Toews Corp /adv
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
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|
|
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|
Lavaca Capital Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NDAAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Aggressive Fund Class A
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
American Asset Management Inc.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Corrigan Financial, Inc.
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Mizuho Bank, Ltd.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Bricktown Capital, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified Growth Volatility Control Account Class 2
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Custos Family Office, LLC
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New Millennium Group LLC
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Toth Financial Advisory Corp
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Matrix Asset Advisors Inc/ny
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WealthPLAN Partners, LLC
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OneAscent Family Office, LLC
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Legacy Advisory Services, LLC
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Inspirion Wealth Advisors, Llc
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Hartland & Co., LLC
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American Capital Advisory, LLC
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American National Bank
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Venturi Wealth Management, LLC
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Ledyard National Bank
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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Avidian Wealth Solutions, LLC
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CFS Investment Advisory Services, LLC
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Family Legacy Financial Solutions, LLC
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Lockerman Financial Group, Inc.
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Perigon Wealth Management, LLC
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HBW Advisory Services LLC
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Congress Wealth Management LLC / DE /
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Dynamic Advisor Solutions LLC
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Synergy Financial Management, LLC
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Sandbox Financial Partners, LLC
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Gleason Group, Inc.
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Diversify Advisory Services, LLC
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Cresset Asset Management, LLC
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Aqr Capital Management Llc
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TCI Wealth Advisors, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Sterling Capital Management LLC
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National Pension Service
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Main Management Fund Advisors LLC
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Matrix Trust Co
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Seneca Financial Advisors LLC
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Wick Capital Partners, LLC
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Signal Advisors Wealth, LLC
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Cambridge Associates Llc /ma/ /adv
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Letson Investment Management, Inc.
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Colony Group, LLC
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Vestor Capital, Llc
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Greenup Street Wealth Management Llc
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Merit Financial Group, LLC
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Chatham Capital Group, Inc.
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Ai Financial Services Llc
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Mosaic Financial Group, Llc
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Cape Cod Five Cents Savings Bank
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Aptus Capital Advisors, LLC
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Park National Corp /oh/
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Encompass More Asset Management
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Continuum Wealth Advisors, Llc
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Mount Yale Investment Advisors, LLC
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Kestra Advisory Services, LLC
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Hofer & Associates. Inc
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Foundation Wealth Management, LLC\PA
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BIP Wealth, LLC
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Ridgeline Wealth Planning, LLC
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Snowden Capital Advisors LLC
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Arcadia Wealth Management, Inc.
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Vestmark Advisory Solutions, Inc.
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SDAAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class A Shares
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REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
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Cornell Pochily Investment Advisors, Inc.
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Cozad Asset Management Inc
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Arrow Financial Corp
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Jackson Thornton Asset Management, Llc
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Transcend Wealth Collective, Llc
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Stonegate Investment Group, LLC
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Sterling Financial Group, Inc.
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Citrine Capital LLC
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Brady Martz Wealth Solutions, LLC
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ETF Store, Inc.
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Clientfirst Wealth Management, LLC
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Peninsula Asset Management Inc
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Sentry LLC
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University of Massachusetts Foundation, Inc.
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Reinhart Partners, Inc.
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McCarthy Grittinger Financial Group, LLC
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Spectrum Asset Management, Inc. (NB/CA)
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Schulhoff & Co Inc
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BCS Private Wealth Management, Inc.
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Capstone Triton Financial Group, LLC
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Red Mountain Financial, LLC
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Ritholtz Wealth Management
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Global Strategic Investment Solutions, LLC
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Leuthold Group, Llc
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Virtue Capital Management, LLC
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Cfm Wealth Partners Llc
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First Wilshire Securities Management Inc
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Cidel Asset Management Inc
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Boyd Wealth Management, LLC
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Lifelong Wealth Advisors, Inc.
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First Interstate Bank
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HHM Wealth Advisors, LLC
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PineBridge Investments, L.P.
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Talon Private Wealth, LLC
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Guardian Asset Advisors, LLC
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Allspring Global Investments Holdings, LLC
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26North Partners LP
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Adaptive Financial Consulting, LLC
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Traub Capital Management LLC
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Anchor Capital Advisors Llc
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NWIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2030 Fund Class A
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Global Wealth Management Investment Advisory, Inc.
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Drive Wealth Management, Llc
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Neumann Capital Management, LLC
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Northwest Capital Management Inc
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Grove Street Fiduciary, LLC
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Blue Rock Wealth Management LLC
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Alaska Permanent Capital Management
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ERn Financial, LLC
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Baron Wealth Management LLC
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TFC Financial Management
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Thomasville National Bank
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High Falls Advisors, Inc
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O'Brien Wealth Partners LLC
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Arrien Investments, Inc.
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ZynergyRetirementPlanningLLC
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Rakuten Investment Management, Inc.
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Park Avenue Securities Llc
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Twin Peaks Wealth Advisors, LLC
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SevenBridge Financial Group, LLC
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Holcombe Financial, Inc.
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Aprio Wealth Management, LLC
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Westwood Holdings Group Inc
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Fiduciary Advisors, Inc.
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Eq Llc
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Avantax Advisory Services, Inc.
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Talisman Wealth Advisors LLC
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North Capital, Inc.
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Cairn Investment Group, Inc.
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Spectrum Planning & Advisory Services Inc.
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MSH Capital Advisors LLC
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
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Rialto Wealth Management, LLC
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Blueprint Financial Advisors LLC
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Leverty Financial Group, LLC
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Obsidian Personal Planning Solutions LLC
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Wealth Alliance Advisory Group, LLC
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Barnes Dennig Private Wealth Management LLC
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Independent Advisor Alliance
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HFG Advisors, Inc.
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Doliver Advisors, Lp
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Pineridge Advisors LLC
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Prime Capital Investment Advisors, LLC
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S.A. Mason LLC
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Roth Financial Partners LLC
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Crestmont Private Wealth LLC
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Correct Capital Wealth Management
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Searle & Co.
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Jpmorgan Chase & Co
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Arcadia Investment Advisors Llc
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Barlow Wealth Partners, Inc.
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Intellectus Partners, LLC
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Mason Street Advisors, Llc
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Pennsylvania Capital Management Inc /adv
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Envestnet Asset Management Inc
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Byrne Asset Management LLC
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St. Louis Trust Co
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Taddei, Ludwig & Associates, Inc.
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Ambassador Advisors, LLC
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Ellevest, Inc.
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Sky Investment Group LLC
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Garrett Wealth Advisory Group, LLC
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CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
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Hi-Line Capital Management, LLC
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OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
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Yarbrough Capital, LLC
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Green Square Capital Advisors Llc
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AlphaCore Capital LLC
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Ironclad Investments LLC
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Integrity Alliance, Llc.
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Guidance Point Advisors, LLC
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Heritage Wealth Management, Inc.
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Tepp RIA, LLC
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Capital Planning LLC
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InvesTrust
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McHugh Group, LLC
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GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class
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Seven Springs Wealth Group, LLC
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Redhawk Wealth Advisors, Inc.
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Spurstone Advisory Services, LLC
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Dodds Wealth, LLC
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Moloney Securities Asset Management, LLC
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Aberdeen Wealth Management LLC
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Portside Wealth Group, LLC
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Tenon Financial LLC
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Shelter Mutual Insurance Co
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Abacus Planning Group, Inc.
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Arrowstreet Capital, Limited Partnership
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William Howard & Co Financial Advisors Inc
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Your Advocates Ltd., LLP
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Williams Jones Wealth Management, LLC.
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Ascent Capital Management, LLC
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Helium Advisors LLC
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
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Teramo Advisors, LLC
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Sprinkle Financial Consultants LLC
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Toroso Investments, LLC
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Wealthquest Corp
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Certus Wealth Management, LLC
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Frank, Rimerman Advisors LLC
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Matthew Goff Investment Advisor, LLC
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SkyView Investment Advisors, LLC
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Geometric Wealth Advisors
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|
one8zero8, LLC
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High Probability Advisors, LLC
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NBZ Investment Advisors LLC
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Enzi Wealth
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|
Fidato Wealth LLC
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National Wealth Management Group, LLC
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Beutel, Goodman & Co Ltd.
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Elk River Wealth Management, LLC
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Flywheel Private Wealth LLC
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|
Barclays Plc
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Biltmore Family Office, LLC
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|
Net Worth Advisory Group
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Elevated Capital Advisors, LLC
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Stock Yards Bank & Trust Co
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Atomi Financial Group, Inc.
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|
Bryant Woods Investment Advisors, LLC
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|
TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
|
|
|
|
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|
Morningstar Investment Services LLC
|
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|
Canopy Partners, LLC
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Campion Asset Management LLC
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Lion Street Advisors, LLC
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Legal & General Group Plc
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BXM Wealth LLC
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CarsonAllaria Wealth Management, Ltd.
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Cardiff Park Advisors, Llc
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Black Swift Group, LLC
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NFP Retirement, Inc.
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Mason Investment Advisory Services, Inc.
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Postrock Partners Llc
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Alaethes Wealth LLC
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|
Resources Management Corp /ct/ /adv
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|
Clarius Group, LLC
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|
Clear Point Advisors Inc.
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|
Wolverine Trading, Llc
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|
Neuberger Berman Group LLC
|
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|
Capital Advisors, Ltd. LLC
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|
Bath Savings Trust Co
|
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|
AssuredPartners Investment Advisors, LLC
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|
Kornitzer Capital Management Inc /ks
|
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|
Fsb Premier Wealth Management, Inc.
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|
Liberty Square Wealth Partners Llc
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Heck Capital Advisors, LLC
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|
Silverleafe Capital Partners, LLC
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|
Marathon Strategic Advisors, LLC
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|
Am Investment Strategies Llc
|
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|
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
|
|
|
|
|
|
GSB Wealth Management, LLC
|
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|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
NWATX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2065 Fund Institutional Service Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
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|
|
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|
Cypress Wealth Services, LLC
|
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|
Asset Planning,Inc
|
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|
Td Private Client Wealth Llc
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|
Meridian Wealth Advisors, LLC
|
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|
Triton Wealth Management, PLLC
|
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|
PACK Private Wealth, LLC
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Disciplina Capital Management LLC
|
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|
Brand Asset Management Group, Inc.
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|
First Bancorp, Inc /ME/
|
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|
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|
SageView Advisory Group, LLC
|
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|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Busey Wealth Management
|
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|
|
|
|
West Paces Advisors Inc.
|
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|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
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|
Catalytic Wealth RIA, LLC
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|
Burns J W & Co Inc/ny
|
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|
Charter Capital Management, LLC\DE
|
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|
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|
Texas Capital Bank Wealth Management Services Inc
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|
PAX Financial Group, LLC
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|
Prodigy Asset Management LLC
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|
Flagship Wealth Advisors, Llc
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|
|
|
Cetera Trust Company, N.A
|
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|
|
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|
Rodgers & Associates, LTD
|
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|
|
|
|
Advisory Services Network, LLC
|
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|
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|
Sanchez Wealth Management Group
|
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|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
SDRAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Fund Class A Shares
|
|
|
|
|
|
Partners Wealth Management, Llc
|
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|
|
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|
Keeler & Nadler Financial Planning & Wealth Management
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|
Wealth Preservation Advisors, LLC
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Vista Private Wealth Partners. LLC
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|
Calton & Associates, Inc.
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|
PCA Investment Advisory Services Inc.
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|
626 Financial, LLC
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|
Greenwich Wealth Management LLC
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|
Legacy Wealth Management, Inc
|
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|
|
Colonial Trust Advisors
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|
|
|
|
|
TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
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Astoria Portfolio Advisors LLC.
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Lowe Brockenbrough & Co Inc
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Mitchell Capital Management Co
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Lee Danner & Bass Inc
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Narus Financial Partners, LLC
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Armstrong Advisory Group, Inc
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Arthur M. Cohen & Associates, Llc
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Hapanowicz & Associates Financial Services, Inc
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Tufton Capital Management
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Trust Co Of Toledo Na /oh/
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Dunhill Financial, LLC
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Wsfs Capital Management, Llc
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Smart Money Group LLC
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Old Second National Bank Of Aurora
|
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Farmers National Bank
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Forthright Family Wealth Advisory LLC
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Tectonic Advisors Llc
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Us Financial Advisors, Llc
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Crux Wealth Advisors
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Somnio Financial Group, LLC
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Strategic Point Investment Advisors, LLC
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Concurrent Investment Advisors, LLC
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Fulcrum Equity Management
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Broadway Wealth Solutions, Inc.
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Diversified Enterprises, LLC
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Newport Capital Group, LLC
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Zwj Investment Counsel Inc
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Stegner Investment Associates Inc.
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Midwest Capital Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
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Roger Wittlin Investment Advisory, LLC
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One Wealth Management Investment & Advisory Services, LLC
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Lazard Freres Gestion S.A.S.
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WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
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Meredith Wealth Planning
|
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EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
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Capital A Wealth Management, LLC
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DAVENPORT & Co LLC
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Ingalls & Snyder Llc
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Veridan Wealth LLC
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American Century Companies Inc
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Apollon Financial, LLC
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Fort Sheridan Advisors Llc
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UNC Management Company, Inc.
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Zions Bancorporation, National Association /ut/
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Polen Capital Management Llc
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Fwl Investment Management, Llc
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Raleigh Capital Management Inc.
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Arkansas Financial Group, Inc.
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Beck Mack & Oliver Llc
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LTG Capital LLC
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West Chester Capital Advisors, Inc
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Kestra Investment Management, LLC
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MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
|
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J2 Capital Management Inc
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One + One Wealth Management, Llc
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Sykon Capital Llc
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IMZ Advisory Inc
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Bridges Investment Management Inc
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Ballentine Partners, LLC
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Carbahal Olsen Financial Services Group, LLC
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Secure Asset Management, LLC
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Flower City Capital
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Zullo Investment Group, Inc.
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Frisch Financial Group, Inc.
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Lifeworks Advisors, LLC
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Mjp Associates Inc /adv
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ACT Advisors, LLC.
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Foster Group, Inc.
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AAFCPAs Wealth Management, LLC
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RMG Wealth Management LLC
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Sterling Investment Counsel, LLC
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Bank of New York Mellon Corp
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VSTIX - VALIC Co I - Stock Index Fund
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Principal Financial Group Inc
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Arq Wealth Advisors, Llc
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Grimes & Company, Inc.
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Shufro Rose & Co Llc
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Northstar Asset Management Inc
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Gries Financial Llc
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Horan Securities, Inc.
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Alliancebernstein L.p.
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Cravens & Co Advisors, LLC
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Sunburst Financial Group, LLC
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Y.D. More Investments Ltd
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Cahill Financial Advisors Inc
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Enterprise Bank & Trust Co
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Motive Wealth Advisors
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Burkett Financial Services, Llc
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Schrum Private Wealth Management LLC
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Mcdonald Partners Llc
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Kooman & Associates
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Sofi Wealth, Llc
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Schroder Investment Management Group
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II
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Sebold Capital Management, Inc.
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Hartford Financial Management Inc.
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G&S Capital LLC
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Sunpointe, LLC
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State of Alaska, Department of Revenue
|
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Strategies Wealth Advisors, LLC
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Middleton & Co Inc/ma
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Jim Saulnier & Associates, Llc
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Lincoln Capital LLC
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Morling Financial Advisors, LLC
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WealthTrust Asset Management, LLC
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Blue Zone Wealth Advisors, LLC
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SJS Investment Consulting Inc.
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MJT & Associates Financial Advisory Group, Inc.
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Truepoint, Inc.
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Klingman & Associates, LLC
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Morangie Management LLC
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Two West Capital Advisors LLC
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|
Missouri Trust & Investment Co
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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MAI Capital Management
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Investment Partners, Ltd.
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Keystone Wealth Services, LLC
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NatWest Group plc
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Ballast Advisors Llc
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Bleakley Financial Group, LLC
|
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|
Orcam Financial Group
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Alteri Wealth LLC
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|
Bank Of Montreal /can/
|
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|
First Trust Advisors Lp
|
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|
MBE Wealth Management, LLC
|
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Essex Savings Bank
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Bulltick Wealth Management, LLC
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Strategic Financial Planning, Inc.
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Sage Capital Management, LLC
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Toronto Dominion Bank
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|
Soundwatch Capital LLC
|
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|
MeadowBrook Investment Advisors LLC
|
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|
|
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|
Wedmont Private Capital
|
|
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|
Renasant Bank
|
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|
SMART Wealth LLC
|
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|
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|
WJ Wealth Management, LLC
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|
Hoese & Co LLP
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|
Pettyjohn, Wood & White, Inc
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|
PCG Wealth Advisors, LLC
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|
Farmers Trust Co
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Vista Investment Management
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TBH Global Asset Management, LLC
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Daiwa Securities Group Inc.
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Essex LLC
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Advisors Capital Management, LLC
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Banco Santander, S.A.
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Unique Wealth, Llc
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Geneos Wealth Management Inc.
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Rainey & Randall Investment Management Inc.
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Eaton Financial Holdings Company, LLC
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Wilkins Investment Counsel Inc
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Parker Investment Management, LLC
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GGM Financials LLC
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Shoker Investment Counsel, Inc.
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Rochester Wealth Strategies, LLC
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West Michigan Advisors, Llc
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Avantax Planning Partners, Inc.
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SNS Financial Group, LLC
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Littlejohn Financial Services, Inc.
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|
MCF Advisors LLC
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New Insight Wealth Advisors
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|
Atticus Wealth Management, Llc
|
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|
Renaissance Technologies Llc
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|
SPYT - Tidal Trust II - Defiance S&P 500 Income Target ETF
|
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|
|
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|
Altiora Financial Group, LLC
|
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|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Kedalion Capital Management LLP
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|
Cardinal Strategic Wealth Guidance
|
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|
Tilson Financial Group, Inc.
|
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|
Code Waechter LLC
|
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Exchange Traded Concepts, Llc
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Advance Capital Management, Inc.
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|
Element Wealth, LLC
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Csenge Advisory Group
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American Money Management, LLC
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Cape Investment Advisory, Inc.
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Yousif Capital Management, Llc
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GHP Investment Advisors, Inc.
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Core Wealth Advisors, Inc.
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Resolute Wealth Strategies, LLC
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Voya Financial Advisors, Inc.
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|
Thrive Wealth Management, LLC
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Nuveen Core Equity Alpha Fund
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|
Arlington Financial Advisors, LLC
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|
Family Wealth Partners, Llc
|
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|
Rathbone Brothers plc
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|
Merkkuri Wealth Advisors LLC
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Berger Financial Group, Inc
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Armbruster Capital Management, Inc.
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Buttonwood Financial Advisors Inc.
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Sage Rhino Capital Llc
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Hamilton Point Investment Advisors, LLC
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|
Keystone Global Partners, LLC
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|
Community Bank of Raymore
|
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|
American Investment Services, Inc.
|
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|
Mechanics Financial Corp
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|
Smith Anglin Financial, LLC
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|
|
Sigma Planning Corp
|
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|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
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|
Farther Finance Advisors, LLC
|
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|
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|
Thompson Siegel & Walmsley Llc
|
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|
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|
Parthenon Llc
|
|
|
|
|
|
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Farrell Financial LLC
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|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
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|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
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|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - iShares Large Cap Deep Buffer ETF
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
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|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
tru Independence LLC
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|
|
|
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|
Asset Advisors Investment Management, LLC
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|
King Luther Capital Management Corp
|
|
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
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|
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Silver Oak Advisory Group, Inc.
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Cobblestone Capital Advisors Llc /ny/
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Reyes Financial Architecture, Inc.
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Stratos Wealth Partners, LTD.
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Resonant Capital Advisors, LLC
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Fort Henry Capital, LLC
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Ridgecrest Wealth Partners, Llc
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Houlihan Financial Resource Group, Ltd.
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NWMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2040 Fund Class A
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Spirepoint Private Client, Llc
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Zacks Investment Management
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Private Wealth Management Group, LLC
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Murphy, Middleton, Hinkle & Parker, Inc.
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Public Employees Retirement System Of Ohio
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Transce3nd, LLC
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Mills Wealth Advisors LLC
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TFG Advisers LLC
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RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
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Proffitt & Goodson Inc
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Calamos Wealth Management LLC
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Navalign, LLC
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McAdam, LLC
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4wealth Advisors, Inc.
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Titan Global Capital Management Usa Llc
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Nicholson Meyer Capital Management, Inc.
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Richwood Investment Advisors, LLC
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Key FInancial Inc
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Summit Financial Wealth Advisors, LLC
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Diversified Portfolios, Inc.
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Prentiss Smith & Co Inc
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Great Diamond Partners, LLC
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Adirondack Trust Co
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Jasper Ridge Partners, L.P.
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Wela Strategies, Inc.
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Paces Ferry Wealth Advisors, Llc
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