|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
JP Wealth Management, Inc.
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Lyrical Asset Management Lp
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Chicago Wealth Management, Inc.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Summit Investment Advisors, Inc.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Lunt Capital Management, Inc.
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Miramar Fiduciary Corp
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Johns Hopkins University
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Pacific Life Fund Advisors LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Wind River Trust Co
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Independence Asset Advisors, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Cohen & Steers Closed-end Opportunity Fund, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Tassel Capital Management, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
LBJ Family Wealth Advisors, Ltd.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Alpine Global Management, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Bannerman Wealth Management Group, Llc
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Elliott Investment Management L.P.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Legacy Wealth Management, Inc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Navigation Wealth Management, Inc.
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Planwiser Financial, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
Summit Investment Advisory Services, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Lwm Advisors Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
Donald Smith & Co., Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
QMLFX - Advisors Preferred Trust - Quantified Market Leaders Fund Investor Class Shares
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
