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Oarsman Capital, Inc.
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Hoese & Co LLP
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
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Davis R M Inc
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Portland Global Advisors LLC
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Mma Asset Management Llc
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Bradley Foster & Sargent Inc/ct
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Private Wealth Asset Management, LLC
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Harmony Asset Management Llc
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Fortress Financial Group, Llc
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Adell Harriman & Carpenter Inc
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Geometric Wealth Advisors
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Linscomb & Williams, Inc.
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Cobblestone Capital Advisors Llc /ny/
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Compass Ion Advisors, LLC
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Citizens Financial Group Inc/ri
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Strategic Blueprint, LLC
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Delta Asset Management Llc/tn
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SFG Wealth Management, LLC.
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Maia Wealth LLC
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MRP Capital Investments, LLC
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Key FInancial Inc
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Duncker Streett & Co Inc
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Lowery Thomas, Llc
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Strategies Wealth Advisors, LLC
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Cherry Tree Wealth Management, LLC
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Bristlecone Advisors, LLC
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Luken Investment Analytics, LLC
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Milestone Asset Management Group, LLC
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Philadelphia Trust Co
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Prasad Wealth Partners, LLC
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Ark & Tlk Investments, Llc
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Genesis Private Wealth, Llc
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Montz Harcus Wealth Management LLC
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Viewpoint Capital Management LLC
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Principal Securities, Inc.
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Miracle Mile Advisors, LLC
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Fisher Asset Management, LLC
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Gen-Wealth Partners Inc
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Opes Wealth Management LLC
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WealthTrust Axiom LLC
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GenTrust, LLC
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Valued Wealth Advisors LLC
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Hemington Wealth Management
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Comprehensive Financial Planning, Inc./PA
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Quaker Wealth Management, LLC
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Russell Investments Group, Ltd.
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InvesTrust
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Financial Gravity Companies, Inc.
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CFS Investment Advisory Services, LLC
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Black Diamond Financial, LLC
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Avantax Planning Partners, Inc.
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Old Point Trust & Financial Services N A
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Optivise Advisory Services LLC
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Montis Financial, LLC
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Flow Traders U.s. Llc
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First United Bank Trust/
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Disciplined Investors, L.L.C.
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Shufro Rose & Co Llc
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Equita Financial Network, Inc.
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Perigon Wealth Management, LLC
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Headland Capital, LLC
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Balboa Wealth Partners
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Transform Wealth, LLC
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MorganRosel Wealth Management, LLC
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Gladwyn Financial Advisors, Inc.
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FSM Wealth Advisors, LLC
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Pennington Partners & Co., Llc
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Highland Capital Management, Llc
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Hrc Wealth Management, Llc
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Precision Wealth Strategies, LLC
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Cullinan Associates Inc
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Polen Capital Management Llc
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Towercrest Capital Management
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Prosperity Financial Group, Inc.
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True Link Financial Advisors, LLC
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McKinley Carter Wealth Services, Inc.
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Pathstone Holdings, LLC
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Atala Financial Inc
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Bridges Investment Management Inc
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King Wealth
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CAPROCK Group, Inc.
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Congress Asset Management Co /ma
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Sendero Wealth Management, LLC
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Loomis Sayles & Co L P
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Raab & Moskowitz Asset Management LLC
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PineBridge Investments, L.P.
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G2 Capital Management, Llc / Oh
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Gladstone Institutional Advisory LLC
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Kirtland Hills Capital Management, Llc
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Global Assets Advisory, LLC
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Tribridge Partners Financial LLC
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Clarion Wealth Managment Partners, LLC
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United Capital Financial Advisers, Llc
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Mill Capital Management, LLC
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Perfromance Wealth Partners, LLC
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Liberty Capital Management, Inc.
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Davis Capital Management
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Forum Financial Management, LP
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Hsbc Holdings Plc
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Sierra Capital LLC
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Sepio Capital, LP
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Alliance Wealth Advisors, LLC
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Moss Adams Wealth Advisors LLC
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Two Sigma Investments, Lp
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Goodman Financial Corp
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Harbour Capital Advisors, LLC
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Okabena Investment Services Inc
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Tsfg, Llc
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Sprinkle Financial Consultants LLC
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Texas Yale Capital Corp.
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Next Level Private LLC
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Baker Avenue Asset Management, LP
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Qalhat Capital Ltd
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Coastline Trust Co
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Tudor Investment Corp Et Al
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Wealth Dimensions Group, Ltd.
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Ausdal Financial Partners, Inc.
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Alamar Capital Management, LLC
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AlphaCore Capital LLC
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Arcadia Investment Management Corp/mi
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Merit Financial Group, LLC
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Cambridge Advisors Inc.
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Zions Bancorporation, National Association /ut/
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Dahring | Cusmano Llc
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Intelligence Driven Advisers, LLC
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Lineweaver Wealth Advisors, LLC
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Beverly Hills Private Wealth, LLC
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Gotham Asset Management, LLC
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West Bancorporation Inc
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Epiq Partners, Llc
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Madison Asset Management, LLC
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Oppenheimer Asset Management Inc.
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Belmont Capital, LLC
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Americana Partners, LLC
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Weaver Consulting Group
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Team Financial Group, LLC
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Hartford Financial Management Inc.
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Trust Co Of Virginia /va
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One Charles Private Wealth Services, LLC
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J.Safra Asset Management Corp
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Bowman & Co S.C.
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Mb, Levis & Associates, Llc
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Bell Bank
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Sylvest Advisors, LLC
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Titleist Asset Management, Llc
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Summit Wealth Group Llc / Co
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Foster & Motley Inc
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N.E.W. Advisory Services LLC
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49 Wealth Management, Llc
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DAVENPORT & Co LLC
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Catalytic Wealth RIA, LLC
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Haverford Trust Co
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Tandem Financial, LLC
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Sawyer & Company, Inc
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Arete Wealth Advisors, LLC
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Private Wealth Management Group, LLC
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Benchmark Financial Wealth Advisors, LLC
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Delta Financial Advisors Llc
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Schneider Downs Wealth Management Advisors, LP
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One Day In July LLC
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Permanens Capital L.P.
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JTC Employer Solutions Trusteee Ltd
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Voya Investment Management Llc
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Clearbridge Investments, LLC
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Heck Capital Advisors, LLC
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Camden Capital, LLC
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Quadrant Capital Group Llc
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Fwl Investment Management, Llc
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Demars Financial Group, LLC
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Quantinno Capital Management LP
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Oder Investment Management, LLC
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American Capital Advisory, LLC
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Aspen Grove Capital, LLC
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Brown Advisory Inc
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Beacon Capital Management, LLC
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JustInvest LLC
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CBIZ Investment Advisory Services, LLC
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Legend Financial Advisors, Inc.
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Guerra Pan Advisors, Llc
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Change Path, LLC
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Vickerman Investment Advisors, Inc.
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Essex Savings Bank
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Elwood & Goetz Wealth Advisory Group, LLC
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West Financial Advisors, LLC
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Cassia Capital Partners, LLC
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Main Street Group, LTD
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SNS Financial Group, LLC
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Zacks Investment Management
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Centaurus Financial, Inc.
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Opulen Financial Group LLC
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Occidental Asset Management, LLC
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IMA Wealth, Inc.
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Weatherly Asset Management L. P.
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Legacy Trust
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Good Life Advisors, LLC
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Western Wealth Management, LLC
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Financial Consulate, Inc
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Sovereign Financial Group, Inc.
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Park Avenue Securities Llc
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Mycio Wealth Partners, Llc
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Parcion Private Wealth LLC
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Private Wealth Advisors, LLC
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Susquehanna International Group, Llp
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German American Bancorp, Inc.
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McCarthy Asset Management, Inc.
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Dimension Capital Management Llc
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Members Wealth Llc
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Centennial Bank/AR/
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Hohimer Wealth Management, Llc
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Investors Research Corp
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Dentgroup LLC
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Facet Wealth, Inc.
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Kestra Advisory Services, LLC
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Grant Street Asset Management, Inc.
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Foundation Wealth Management, LLC\PA
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Dsm Capital Partners Llc
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Chesley Taft & Associates LLC
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Jpmorgan Chase & Co
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Lokken Investment Group LLC
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Holos Integrated Wealth LLC
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Waldron Private Wealth LLC
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Beaird Harris Wealth Management, LLC
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TCTC Holdings, LLC
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Moser Wealth Advisors, LLC
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Hardy Reed LLC
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Journey Strategic Wealth Llc
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Investment Advisory Group, LLC
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FourThought Financial Partners, LLC
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High Note Wealth, LLC
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Simon Quick Advisors, Llc
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Stephenson National Bank & Trust
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UNIVEST FINANCIAL Corp
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Northstar Group, Inc.
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Apollon Wealth Management, LLC
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Wilkins Investment Counsel Inc
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Beese Fulmer Investment Management, Inc.
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Tidemark, LLC
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VeraBank, N.A.
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Denver Wealth Management, Inc.
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Northeast Investment Management
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Clark & Stuart, Inc
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Phillips Financial Management, Llc
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Matthew Goff Investment Advisor, LLC
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Finley Financial, LLC
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Landaas & Co /wi /adv
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Sigma Planning Corp
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Jennison Associates Llc
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Mitchell Sinkler & Starr/pa
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Milestone Investment Advisors LLC
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Sand Hill Global Advisors, LLC
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Nicholas Hoffman & Company, LLC.
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Curran Financial Partners, LLC
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Main Street Financial Solutions, LLC
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Antonelli Financial Advisors, LLC
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Creative Financial Designs Inc /adv
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Range Financial Group LLC
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Greenspring Advisors, LLC
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Cresta Advisors, Ltd.
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Rollins Financial Advisors, LLC
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Everett Harris & Co /ca/
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Concord Wealth Partners
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Bailard, Inc.
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Telos Capital Management, Inc.
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Archford Capital Strategies, LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Trust Point Inc.
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Ccg Wealth Management, Llc
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Coppell Advisory Solutions LLC
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Whittier Trust Co Of Nevada Inc
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Cynosure Management, Llc
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Tranquility Partners, LLC
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New England Professional Planning Group Inc.
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Concurrent Investment Advisors, LLC
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Talon Private Wealth, LLC
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Glenview Trust Co
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Redhawk Wealth Advisors, Inc.
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Voisard Asset Management Group, Inc.
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Quest 10 Wealth Builders, Inc.
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Fundamentun, Llc
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Alpha Financial Advisors, LLC
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Pacific Sage Partners, LLC
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BKD Wealth Advisors, LLC
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Camden National Bank
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Mather Group, Llc.
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Root Financial Partners, LLC
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Greenhouse Wealth Management, LLC
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Bright Futures Wealth Management, LLC.
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Td Asset Management Inc
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Bond & Devick Financial Network, Inc.
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Empirical Asset Management, LLC
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Haven Private, LLC
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Legacy Financial Group, Inc.
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Berbice Capital Management LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Annex Advisory Services, LLC
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Code Waechter LLC
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Newbrook Capital Advisors LP
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Capital Asset Advisory Services LLC
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Norden Group Llc
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General Partner, Inc.
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Marshall Financial Group Inc /adv
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Fort Sheridan Advisors Llc
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Salem Investment Counselors Inc
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LongView Wealth Management
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Aspire Private Capital, LLC
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Harold Davidson & Associates Inc.
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Victory Financial Group, Llc
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Middleton & Co Inc/ma
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Morton Brown Family Wealth, LLC
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Harfst & Associates, Inc.
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TPG Advisors LLC
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Watershed Private Wealth Llc
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Westshore Wealth, LLC
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Hager Investment Management Services, Llc
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Values Added Financial LLC
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Horizon Investment Services, LLC
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Benjamin Edwards Inc
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Strata Wealth Advisors, LLC
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TFR Capital, LLC.
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Thrive Capital Management, LLC
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Raymond James Financial Inc
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Wealth Alliance
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Summit Investment Advisory Services, LLC
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Westwood Holdings Group Inc
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Baring Financial LLC
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Pps&v Asset Management Consultants, Inc.
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Palisade Capital Management Llc/nj
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Cooper/haims Advisors, Llc
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First American Trust, Fsb
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Tompkins Financial Corp
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CVA Family Office, LLC
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IHT Wealth Management, LLC
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American Investment Services, Inc.
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Optimum Investment Advisors
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Willow Creek Wealth Management Inc.
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Left Brain Wealth Management, LLC
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Berkeley Capital Partners, LLC
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Central Valley Advisors, Llc
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Naviter Wealth, LLC
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Davidson Trust Co
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J.w. Cole Advisors, Inc.
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Harbor Investment Advisory, Llc
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Sigma Investment Counselors Inc
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Strategic Advisors LLC
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LaSalle St. Investment Advisors, LLC
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BetterWealth, LLC
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Orin Green Financial, LLC
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Baird Financial Group, Inc.
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National Asset Management, Inc.
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Sunburst Financial Group, LLC
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Carret Asset Management, Llc
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Vivaldi Capital Management, LLC
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ICONIQ Capital, LLC
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Talisman Wealth Advisors LLC
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Squarepoint Ops LLC
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Resonant Capital Advisors, LLC
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VestGen Advisors, LLC
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Security National Bank
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Cooksen Wealth, LLC
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Burns Matteson Capital Management, LLC
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Builder Investment Group Inc /adv
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Brogan Financial, Inc.
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American Money Management, LLC
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Kingsview Wealth Management, LLC
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Global Retirement Partners, LLC
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Cornerstone Advisory, LLC
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SageView Advisory Group, LLC
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Valmark Advisers, Inc.
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Vertex Planning Partners, LLC
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LRI Investments, LLC
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Mattern Wealth Management LLC
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Csenge Advisory Group
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Rhumbline Advisers
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Graves-Light Private Wealth Management, Inc.
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Advisory Services Network, LLC
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Tull Financial Group, Inc.
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Harbor Group, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Affiance Financial, LLC
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Keystone Wealth Services, LLC
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American National Bank
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Arista Wealth Management, LLC
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Pallas Capital Advisors LLC
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Financial Network Wealth Management LLC
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Ieq Capital, Llc
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Freestone Capital Holdings, LLC
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Lcnb Corp
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First Merchants Corp
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RFG Advisory, LLC
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Blodgett Wealth Advisors, Llc
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Cardinal Strategic Wealth Guidance
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Callan Family Office, LLC
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MEMBERS Trust Co
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Taylor & Morgan Wealth Management, LLC
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GW&K Investment Management, LLC
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Core Wealth Partners LLC
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Fountainhead AM, LLC
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Cornerstone Wealth Management, LLC
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Old Second National Bank Of Aurora
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First National Trust Co
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My Purposeful Wealth Corp.
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Pettyjohn, Wood & White, Inc
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Pinnacle Financial Partners Inc
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Price T Rowe Associates Inc /md/
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Tobias Financial Advisors, Inc.
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Boston Research & Management Inc
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Capital Investment Advisory Services, LLC
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Austin Asset Management Co Inc
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Family Investment Center, Inc.
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Wolff Wiese Magana Llc
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Ogorek Anthony Joseph /ny/ /adv
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Granite Group Advisors, LLC
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TD Waterhouse Canada Inc.
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Moody Lynn & Lieberson, Llc
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MidAtlantic Capital Management, Inc.
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DRW Securities, LLC
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Jfs Wealth Advisors, Llc
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Tradition Wealth Management, LLC
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TCI Wealth Advisors, Inc.
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Compton Wealth Advisory Group, LLC
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Stratos Wealth Advisors, LLC
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Rodgers & Associates, LTD
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Marcum Wealth, LLC
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Thrive Wealth Management, LLC
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Fielder Capital Group LLC
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M. Kulyk & Associates, LLC
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Charles Schwab Trust Co
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Ellenbecker Investment Group
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Ironwood Investment Counsel, LLC
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Smallwood Wealth Investment Management, LLC
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Tower View Investment Management & Research LLC
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Capital Research Global Investors
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Old National Bancorp /in/
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Icapital Wealth Llc
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Hantz Financial Services, Inc.
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Richard P Slaughter Associates Inc
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Partnership Wealth Management, LLC
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Callan Capital, LLC
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Valley Forge Investment Consultants Inc Adv
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Spears Abacus Advisors LLC
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Spectrum Wealth Counsel, LLC
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Curated Wealth Partners LLC
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Kovitz Investment Group Partners, LLC
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Jp Morgan Access Multi-strategy Fund Llc
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Kiker Wealth Management, LLC
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Wellington Capital Management, Inc.
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Sharper & Granite LLC
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First Pacific Financial
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Maridea Wealth Management LLC
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Dixon Fnancial Services, Inc.
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Chicago Wealth Management, Inc.
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McMahon Financial Advisors, LLC
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360 Financial, Inc.
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Brass Tax Wealth Management, Inc
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Strategic Financial Concepts, LLC
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Sonora Investment Management Group, LLC
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Perennial Advisors, LLC
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Signature Securities Group Corporation
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Cullen/frost Bankers, Inc.
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Matrix Asset Advisors Inc/ny
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Janus Henderson Group Plc
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Armis Advisers, LLC
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Certified Advisory Corp
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MetLife Investment Management, LLC
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Bangor Savings Bank
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Kmg Fiduciary Partners, Llc
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Blue Rock Wealth Management LLC
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SOUTH STATE Corp
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Oppenheimer & Co Inc
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SJS Investment Consulting Inc.
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Luts & Greenleigh Group, Inc
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Paul Damon & Associates, Inc.
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Two Sigma Securities, Llc
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Theory Financial Llc
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Smith, Salley & Associates
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Jordan Park Group LLC
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Zrc Wealth Management, Llc
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Hollow Brook Wealth Management LLC
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Formidable Asset Management, LLC
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Jefferies Financial Group Inc.
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Meridian Wealth Management, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Collar Capital Management, LLC
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Conning Inc.
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Proathlete Wealth Management Llc
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Archer Investment Corp
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Cornerstone Planning Group LLC
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Mutual Advisors, LLC
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Allodium Investment Consultants, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Nvwm, Llc
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Southeast Asset Advisors Inc.
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Ironwood Financial, llc
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Lee-Kelleher Wealth Management
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Empower Advisory Group, LLC
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Piscataqua Savings Bank
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Envestnet Portfolio Solutions, Inc.
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Commonwealth Equity Services, Llc
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Cape Investment Advisory, Inc.
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Armstrong, Fleming & Moore, Inc
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Edgemoor Investment Advisors, Inc.
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Northeast Financial Consultants Inc
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Grange Capital, LLC
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Lake Street Financial Llc
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Bill Few Associates, Inc.
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Transamerica Financial Advisors, Inc.
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TPG Financial Advisors, LLC
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Signature Wealth Management Partners, LLC
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CHURCHILL MANAGEMENT Corp
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Truepoint, Inc.
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Custom Index Systems, Llc
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Round Rock Advisors, LLC
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LM Advisors LLC
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Fifth Third Securities, Inc.
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CRA Financial Services, LLC
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Family Management Corp
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Guidance Point Advisors, LLC
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Howard Financial Services, Ltd.
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RVW Wealth, LLC
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Sagespring Wealth Partners, Llc
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Sharp Financial Services, LLC
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Templeton & Phillips Capital Management, LLC
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Youngs Advisory Group, Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Global Wealth Strategies & Associates
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Curtis Advisory Group, LLC
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Topsail Wealth Management, LLC
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Avantra Family Wealth, Inc.
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Cypress Wealth Services, LLC
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Pandora Wealth, Inc.
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Parsons Capital Management Inc/ri
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Rossmore Private Capital
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Montag A & Associates Inc
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Franklin, Parlapiano, Turner & Welch, LLC
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Choate Investment Advisors
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Us Bancorp \de\
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Cascade Financial Partners, LLC
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Altus Wealth Group LLC
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Access Financial Services, Inc.
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Modern Wealth Management, LLC
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Winslow Capital Management, LLC
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Biondo Investment Advisors, LLC
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Ballast Advisors Llc
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Benin Management CORP
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Opal Wealth Advisors, LLC
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CIBC Private Wealth Group, LLC
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Clifford Group, LLC
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Principle Wealth Partners Llc
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Patrick M Sweeney & Associates, Inc
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Howland Capital Management Llc
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Intrust Bank Na
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Bank Of Nova Scotia
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
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Burke & Herbert Bank & Trust Co
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Cambridge Investment Research Advisors, Inc.
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Heritage Financial Services, LLC
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Enterprise Bank & Trust Co
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AMG National Trust Bank
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Sugar Maple Asset Management, LLC
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Bridgewealth Advisory Group, LLC
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Capital Advisors, Ltd. LLC
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Aspen Investment Management Inc
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Enzi Wealth
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TAGStone Capital, Inc.
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Putney Financial Group LLC
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NewEdge Wealth, LLC
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MONECO Advisors, LLC
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Stockman Wealth Management, Inc.
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Victory Capital Management Inc
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New Republic Capital, LLC
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Act Wealth Management, Llc
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Oak Ridge Investments Llc
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Ferguson Wellman Capital Management, Inc
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Diversified Enterprises, LLC
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HHM Wealth Advisors, LLC
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Berkshire Asset Management Llc/pa
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Arbor Investment Advisors, LLC
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Holistic Planning, LLC
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PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF
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|
Accredited Wealth Management, LLC
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Summit X, LLC
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Comerica Bank
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BRYN MAWR TRUST Co
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Sfmg, Llc
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Perennial Investment Advisors, LLC
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Armor Investment Advisors, LLC
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Us Financial Advisors, Llc
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Stephens Group Asset Management, Llc
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Burney Co/
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Community Bank, N.A.
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Bank Of America Corp /de/
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CoreCap Advisors, LLC
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Miramar Fiduciary Corp
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Commons Capital, Llc
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Towerpoint Wealth, LLC
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Farmers & Merchants Investments Inc
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Huntington National Bank
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Novem Group
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Ameriprise Financial Inc
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Flaharty Asset Management, LLC
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Wood Tarver Financial Group, LLC
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BankPlus Wealth Management LLC
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Pensionmark Financial Group, Llc
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Howe & Rusling Inc
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Magnolia Private Wealth, LLC
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New Age Alpha Advisors, LLC
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Townsquare Capital Llc
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Colonial Trust Advisors
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Harbor Advisory Corp /ma/
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Avantax Advisory Services, Inc.
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Fiera Capital Corp
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EnRich Financial Partners LLC
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Fifth Third Wealth Advisors LLC
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BSW Wealth Partners
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Avidian Wealth Solutions, LLC
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Sellwood Investment Partners LLC
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Ellevest, Inc.
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JDM Financial Group LLC
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Arlington Financial Advisors, LLC
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Cape Cod Five Cents Savings Bank
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Powell Investment Advisors, LLC
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Autumn Glory Partners, LLC
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Ellis Investment Partners, LLC
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SYM FINANCIAL Corp
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Floyd Financial Group Llc
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Spirepoint Private Client, Llc
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L.m. Kohn & Company
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Fermata Advisors, LLC
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Kestra Private Wealth Services, Llc
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Pitcairn Co
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Wealthstream Advisors, Inc.
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Bensler, LLC
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Skyline Advisors, Inc.
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Willner & Heller, Llc
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Frank, Rimerman Advisors LLC
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Cedar Mountain Advisors, LLC
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Allen Mooney & Barnes Investment Advisors LLC
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RTD Financial Advisors, Inc.
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Confluence Wealth Services, Inc.
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AAFCPAs Wealth Management, LLC
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Kraft, Davis & Associates, LLC
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Anderson Hoagland & Co
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Sage Mountain Advisors LLC
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Townsend Asset Management Corp /nc/ /adv
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Clear Investment Research, Llc
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Horizon Investments, LLC
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Naples Global Advisors, Llc
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Affinity Wealth Management Llc
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Obermeyer Wood Investment Counsel, Lllp
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Asset Management Group, Inc.
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First Community Trust Na
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Adirondack Trust Co
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Orgel Wealth Management, LLC
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Laurel Wealth Advisors LLC
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Ball & Co Wealth Management Inc.
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Parker Investment Management, LLC
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Jaffetilchin Investment Partners, LLC
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Interchange Capital Partners, LLC
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Arcadia Wealth Management, LLC
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GoalVest Advisory LLC
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Tyche Wealth Partners LLC
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Gallacher Capital Management LLC
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S&t Bank/pa
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Prestige Wealth Management Group LLC
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EverSource Wealth Advisors, LLC
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Compass Wealth Management, LLC/GA
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Farmers & Merchants Trust Co of Chambersburg PA
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Sage Financial Group Inc
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Alliancebernstein L.p.
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WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
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Resources Management Corp /ct/ /adv
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Castle Wealth Management Llc
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Insight 2811, Inc.
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SOA Wealth Advisors, LLC.
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Boston Private Wealth Llc
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Melfa Wealth Management, Llc
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Charter Oak Capital Management, LLC
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Evanson Asset Management, LLC
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Summa Corp.
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Prosperity Consulting Group, LLC
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Gibbs Wealth Management
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Larson Financial Group LLC
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Cahaba Wealth Management, Inc.
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Kelman-Lazarov, Inc.
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Aspetuck Financial Management LLC
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Monograph Wealth Advisors, Llc
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Smith Chas P & Associates Pa Cpas
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
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Cove Private Wealth, LLC
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Bank of New York Mellon Corp
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Nottingham Advisors, Inc.
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Forefront Wealth Partners, LLC
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BTG Pactual Asset Management US LLC
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Texas Capital Bancshares Inc/tx
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Provident Wealth Management, LLC
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Trust Co
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Strategy Asset Managers Llc
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Compass Financial Group, Inc.
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Moors & Cabot, Inc.
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Baron Silver Stevens Financial Advisors, Llc
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Bear Mountain Capital, Inc.
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Stonegate Investment Group, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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TFC Financial Management
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Moment Partners, LLC
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Portfolio Strategies, Inc.
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Blankinship & Foster, LLC
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Three Bridge Wealth Advisors, LLC
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Strathmore Capital Advisors, Inc.
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Sheridan Capital Management, LLC
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
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LVW Advisors, LLC
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Flynn Zito Capital Management, Llc
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Dempze Nancy E
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Stephen J. Garry & Associates, Llc
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Weaver Capital Management LLC
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Vista Capital Partners, Inc.
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Cypress Financial Planning Llc
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Affinity Capital Advisors, LLC
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Qube Research & Technologies Ltd
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MTM Investment Management, LLC
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Bnp Paribas Arbitrage, Sa
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Bartlett & Co. Wealth Management Llc
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Robertson Stephens Wealth Management, LLC
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McElhenny Sheffield Capital Management, LLC
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LS Investment Advisors, LLC
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Ryan Investment Management, Inc.
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Riversedge Advisors, Llc
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Hiley Hunt Wealth Management
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Integrity Financial Corp /WA
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ORG Wealth Partners, LLC
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Founders Financial Securities Llc
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VSM Wealth Advisory, LLC
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Tassel Capital Management, Inc.
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Green Square Capital Advisors Llc
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
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Winch Advisory Services, LLC
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First PREMIER Bank
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Belpointe Asset Management LLC
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AllSquare Wealth Management LLC
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Bourgeon Capital Management Llc
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Atlas Legacy Advisors, LLC
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Centerpoint Advisors, LLC
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Maryland Capital Advisors Inc.
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Partners in Financial Planning
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Chilton Investment Co Llc
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Kensington Asset Management, LLC
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Trifecta Capital Advisors, LLC
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Cornerstone Management, Inc.
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Trademark Financial Management, LLC
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Trust Co Of Toledo Na /oh/
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Fiduciary Trust Co
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Stegner Investment Associates Inc.
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Bell Investment Advisors, Inc
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Logan Capital Management Inc
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FSA Wealth Management LLC
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Wealthcare Capital Partners, LLC
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Cetera Investment Advisers
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MBL Wealth, LLC
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Oxler Private Wealth LLC
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Modera Wealth Management, LLC
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Steward Partners Investment Advisory, Llc
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Keybank National Association/oh
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Blue Chip Partners, Inc.
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Lowe Wealth Advisors, LLC
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Lwm Advisors Inc
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Verus Wealth Management, Llc
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Financial Management Network Inc
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Heritage Family Offices, LLP
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Rehmann Capital Advisory Group
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Lyell Wealth Management, Lp
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UBS Group AG
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One Wealth Advisors, LLC
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Guyasuta Investment Advisors Inc
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Regimen Wealth, Llc
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WealthPLAN Partners, LLC
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Waverton Investment Management Ltd
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Gibson Capital, LLC
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Stairway Partners, LLC
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BCGM Wealth Management, LLC
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Goldstein Advisors, LLC
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McAdam, LLC
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Lmcg Investments, Llc
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Rothschild Investment Llc
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Petredis Investment Advisors Llc
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Perkins Coie Trust Co
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Carson Advisory Inc.
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First Trust Advisors Lp
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Hallmark Capital Management Inc
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TruWealth Advisors, LLC
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Paradigm Financial Partners, Llc
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Transce3nd, LLC
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AE Wealth Management LLC
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Dunhill Financial, LLC
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Northcape Wealth Management, Llc
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DT Investment Partners, LLC
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S.A. Mason LLC
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GenWealth Group, Inc.
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Mml Investors Services, Llc
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Braun Stacey Associates Inc
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Brookmont Capital Management
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Clarity Wealth Advisors, LLC
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Integrity Alliance, Llc.
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Cardiff Park Advisors, Llc
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EBI - RBB Fund Trust - Longview Advantage ETF
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Central Pacific Bank - Trust Division
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Marshall Wace, Llp
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Massachusetts Financial Services Co /ma/
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BXM Wealth LLC
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Selective Wealth Management, Inc.
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Dynamic Wealth Strategies, LLC
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
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Meridian Wealth Advisors, LLC
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Financial Advocates Investment Management
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SlateStone Wealth, LLC
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Capital Analysts, Inc.
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Stonehearth Capital Management, LLC
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Fogel Capital Management, Inc.
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BKM Wealth Management, LLC
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Sound Income Strategies, LLC
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Sax Wealth Advisors, Llc
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Rockefeller Capital Management L.P.
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Fft Wealth Management Llc
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Quantbot Technologies LP
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Delta Financial Group, Inc.
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Pacific Financial Group Inc
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Sandy Cove Advisors, LLC
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Bbr Partners, Llc
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Condor Capital Management
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NorthRock Partners, LLC
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Graypoint LLC
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Brinker Capital Investments, LLC
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Glassman Wealth Services
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Objectivity Squared, LLC
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M.e. Allison & Co., Inc.
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Simplex Trading, Llc
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Exencial Wealth Advisors, Llc
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Wall Street Access Asset Management, LLC
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|
CENTRAL TRUST Co
|
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Barclays Plc
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|
Renasant Bank
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Clear Harbor Asset Management, LLC
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|
Bremer Bank National Association
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Nilsine Partners, LLC
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Lazard Asset Management Llc
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Skopos Labs, Inc.
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Colonial Trust Co / SC
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Sei Investments Co
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Wealthcare Advisory Partners LLC
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Gilliland Jeter Wealth Management LLC
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Professional Advisory Services Inc
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Atlantic Edge Private Wealth Management, LLC
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Mv Capital Management, Inc.
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October Effect Ltd
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Evergreen Capital Management Llc
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Ewa, Llc
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NovaPoint Capital, LLC
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Riverview Capital Advisers, LLC
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Allegheny Financial Group LTD
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Stage Harbor Financial, Llc
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JP Wealth Management, Inc.
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Chesapeake Wealth Management
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STAR Financial Bank
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Park Place Capital Corp
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Great Valley Advisor Group, Inc.
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Frederick Financial Consultants, LLC
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Addison Advisors LLC
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Legacy Solutions, Llc
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Howard Wealth Management, Llc
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Mirae Asset Global Investments Co., Ltd.
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BLB&B Advisors, LLC
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Gilbert & Cook, Inc.
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Ariadne Wealth Management, LP
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Orrstown Financial Services Inc
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Verus Financial Partners, Inc.
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Wiley Bros.-aintree Capital, Llc
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Soltis Investment Advisors LLC
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SK Wealth Management, LLC
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|
Amplius Wealth Advisors, LLC
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
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|
Bank Of Stockton
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CoreFirst Bank & Trust
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Bedel Financial Consulting, Inc.
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Orion Portfolio Solutions, LLC
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Precedent Wealth Partners, Llc
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Buttonwood Financial Advisors Inc.
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Diversified Portfolios, Inc.
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Northern Trust Corp
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|
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund
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|
|
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|
Emprise Bank
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|
Venture Visionary Partners LLC
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|
|
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|
Country Club Bank /gfn
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|
Mosaic Family Wealth Partners, Llc
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|
Keebeck Wealth Management, LLC
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|
Arvest Investments, Inc.
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|
Brighton Jones Llc
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Topel & Distasi Wealth Management, LLC
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|
Global Trust Asset Management, LLC
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|
One Capital Management, LLC
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Gray Private Wealth, LLC
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|
Ullmann Financial Group, Inc.
|
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|
ALM First Financial Advisors, LLC
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|
Romano Brothers And Company
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|
Vanguard Group Inc
|
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|
Thoroughbred Financial Services, Llc
|
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|
Breed's Hill Capital LLC
|
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|
GeoWealth Management, LLC
|
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|
|
|
Atlantic Private Wealth, LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Crescent Grove Advisors, LLC
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Financial Life Planners
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Tennessee Valley Asset Management Partners
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Platform Technology Partners
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Eldridge Investment Advisors, Inc.
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Nbc Securities, Inc.
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10Elms LLP
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Wescott Financial Advisory Group, LLC
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Paladin Advisory Group, LLC
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Tower Research Capital LLC (TRC)
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New Perspectives, Inc
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
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Calton & Associates, Inc.
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44 Wealth Management Llc
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Safeguard Investment Advisory Group, LLC
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American Century Companies Inc
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Stifel Financial Corp
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Ironwood Investment Management Llc
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King Luther Capital Management Corp
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Private Advisor Group, LLC
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First Business Financial Services, Inc.
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Absolute Capital Management, LLC
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Prospera Financial Services Inc
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BluePointe Capital Management, LLC
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Paragon Financial Partners, Inc.
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Latitude Advisors, LLC
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Nuveen, LLC
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Marino, Stram & Associates Llc
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Norris Perne & French Llp/mi
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Wedmont Private Capital
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Richardson Capital Management LLC
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Oxford Financial Group Ltd
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Sowell Financial Services LLC
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Millennium Management Llc
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Rossby Financial, LCC
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Glass Jacobson Investment Advisors llc
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Financial Management Professionals, Inc.
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Legacy Capital Wealth Partners, LLC
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Fourth Dimension Wealth, LLC
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Wealthspire Advisors, LLC
|
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Kennebec Savings Bank
|
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Summit Financial, LLC
|
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Guardian Wealth Advisors, Llc / Nc
|
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Ritter Daniher Financial Advisory LLC / DE
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Plancorp, LLC
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Moneta Group Investment Advisors Llc
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Financial Insights, Inc.
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J. Safra Sarasin Holding AG
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Ulland Investment Advisors, LLC
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Zhang Financial LLC
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Garde Capital, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Ttp Investments, Inc.
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Hudson Capital Management LLC
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Winthrop Advisory Group LLC
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New Millennium Group LLC
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D.B. Root & Company, LLC
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Investment Partners, Ltd.
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Premier Path Wealth Partners, LLC
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MWA Asset Management
|
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Farmers & Merchants Trust Co of Long Beach
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Newport Capital Group, LLC
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Newbridge Financial Services Group, Inc.
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Accelerate Investment Advisors LLC
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Vestmark Advisory Solutions, Inc.
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Iron Horse Wealth Management, LLC
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Allworth Financial LP
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Field & Main Bank
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Savant Capital, LLC
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Center for Financial Planning, Inc.
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MA Private Wealth
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Abacus Planning Group, Inc.
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Ubs Asset Management Americas Inc
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Valeo Financial Advisors, LLC
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Cedar Wealth Management, LLC
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Hazlett, Burt & Watson, Inc.
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Blair William & Co/il
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Kingstone Capital Partners Texas, LLC
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Forte Capital Llc /adv
|
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Golden State Wealth Management, LLC
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Wealth Management Nebraska
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North Capital, Inc.
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Ameriflex Group, Inc.
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MKT Advisors LLC
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Washington Trust Advisors, Inc.
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First Foundation Advisors
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Richardson Financial Services Inc.
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Etesian Wealth Advisors, Inc.
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Warren Averett Asset Management, LLC
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Sequent Asset Management, LLC
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Edge Financial Advisors LLC
|
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Bath Savings Trust Co
|
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|
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|
|
ARK Investment Management LLC
|
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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HTG Investment Advisors, Inc.
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Opus Capital Group, LLC
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Warren Street Wealth Advisors, LLC
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|
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Alteri Wealth LLC
|
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|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Q3 Asset Management
|
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|
IMS Capital Management
|
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|
Royal Bank Of Canada
|
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|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
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|
|
|
Nations Financial Group Inc, /ia/ /adv
|
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|
|
|
|
Morse Asset Management, Inc
|
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|
|
|
|
Brickley Wealth Management
|
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|
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Sage Private Wealth Group, Llc
|
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|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Keystone Financial Group
|
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|
|
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|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
|
|
|
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|
Matisse Capital
|
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Summit Investment Advisors, Inc.
|
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|
Advisor Group Holdings, Inc.
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Fortis Group Advisors, LLC
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Institute for Wealth Management, LLC.
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BCJ Capital Management, LLC
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Horrell Capital Management, Inc.
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Personal Cfo Solutions, Llc
|
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Gwn Securities Inc.
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|
Marquette Asset Management, LLC
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Chicago Partners Investment Group LLC
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|
AlTi Global, Inc.
|
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|
Palisade Asset Management, LLC
|
|
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|
Oak Harvest Investment Services
|
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|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
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Rockbridge Investment Management, LCC
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Counterweight Ventures, LLC
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1620 Investment Advisors, Inc.
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Pacific Center for Financial Services
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Taddei, Ludwig & Associates, Inc.
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|
Inspirion Wealth Advisors, Llc
|
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|
Roman Butler Fullerton & Co
|
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|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
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|
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|
Chicago Capital, LLC
|
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|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Planwiser Financial, Llc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
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|
Green Harvest Asset Management LLC
|
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|
OMNI 360 Wealth, Inc.
|
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|
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|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
Avondale Wealth Management
|
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|
|
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|
Gryphon Financial Partners LLC
|
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|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
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|
Litman Gregory Asset Management LLC
|
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|
Saxon Interests, Inc.
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|
HB Wealth Management, LLC
|
|
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|
Crumly & Associates Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
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|
|
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|
Clarius Group, LLC
|
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|
Prosperity Planning, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
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|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
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|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Dravo Bay Llc
|
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|
|
|
|
Ameritas Advisory Services, LLC
|
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|
|
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|
Vise Technologies, Inc.
|
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|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Reliant Wealth Planning
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Andrews, Lucia Wealth Management Llc
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Marmo Financial Group, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Corrigan Financial, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
EAAFX - WELLS FARGO FUNDS TRUST - Wells Fargo Asset Allocation Fund Class A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
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CFGRX - COMMERCE FUNDS - The Growth Fund Shares
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AdvisorNet Financial, Inc
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Ascent Wealth Partners, LLC
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Galvin, Gaustad & Stein, LLC
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Wayfinding Financial, LLC
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Monetary Management Group Inc
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Persium Advisors, LLC
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RULE - Collaborative Investment Series Trust - Adaptive Core ETF
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Macroview Investment Management Llc
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Umpqua Bank
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Princeton Global Asset Management LLC
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Mitchell Mcleod Pugh & Williams Inc
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D. E. Shaw & Co., Inc.
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Evolution Wealth Advisors, LLC
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Beaton Management Co. Inc.
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William Howard & Co Financial Advisors Inc
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South Plains Financial, Inc.
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Almanack Investment Partners, LLC.
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Accredited Investors Inc.
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Umb Bank N A/mo
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Francis Financial, Inc.
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Dorsey & Whitney Trust CO LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Smith, Moore & Co.
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Cascade Wealth Advisors, Inc
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NFP Retirement, Inc.
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Core Alternative Capital
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TruNorth Capital Management, LLC
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Ted Buchan & Co
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Creative Planning
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Independent Solutions Wealth Management, LLC
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Stanley-Laman Group, Ltd.
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Home Federal Bank Of Tennessee
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Petix & Botte Co
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Roundview Capital LLC
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Morton Capital Management LLC/CA
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Bay Rivers Group
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Fidelis Capital Partners, LLC
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J. W. Coons Advisors, LLC
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Riverbend Wealth Management, LLC
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Atomi Financial Group, Inc.
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Y.D. More Investments Ltd
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Brady Martz Wealth Solutions, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Visionary Wealth Advisors
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Wealthgarden F.s. Llc
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Vident Advisory, LLC
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Pinnacle Bancorp, Inc.
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Noble Wealth Management PBC
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USAdvisors Wealth Management, LLC
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Kendall Capital Management
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Essex Financial Services, Inc.
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Schnieders Capital Management Llc
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RB Capital Management, LLC
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Baugh & Associates, LLC
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Glen Eagle Advisors, LLC
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Advisors Capital Management, LLC
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Alcosta Capital Management, Inc.
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Lowe Brockenbrough & Co Inc
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Cary Street Partners Financial Llc
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Halbert Hargrove Global Advisors, Llc
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Legal & General Group Plc
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Requisite Capital Management, LLC
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Columbus Macro, LLC
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Fairman Group, LLC
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Aire Advisors, Llc
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Thrivent Financial For Lutherans
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Claro Advisors LLC
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Cetera Trust Company, N.A
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Apollon Financial, LLC
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Empire Financial Management Company, LLC
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Sofos Investments, Inc.
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Joel Adams & Associates, Inc.
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St. Clair Advisors, LLC
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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Financial Guidance Group, Inc.
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Northern Oak Wealth Management Inc
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Full Sail Capital, LLC
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IFP Advisors, Inc
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Lauterbach Financial Advisors, LLC
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Pacific Sun Financial Corp
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Bfsg, Llc
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Burns J W & Co Inc/ny
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Ballew Advisors, Inc
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Warner Financial, Inc
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Ritholtz Wealth Management
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Cyndeo Wealth Partners, LLC
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Wealthedge Investment Advisors, Llc
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Meridian Management Co
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Nicolet Bankshares Inc
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Capital A Wealth Management, LLC
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Atalanta Sosnoff Capital, Llc
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Colony Group, LLC
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BEAM Asset Management, LLC
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Greenleaf Trust
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Madison Wealth Partners, Inc
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Federation des caisses Desjardins du Quebec
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Centerpoint Advisory Group
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Davidson Investment Advisors
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Asset Dedication, LLC
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Insight Advisors, LLC/ PA
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Fulton Bank, N.a.
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Vista Wealth Management Group, LLC
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Twele Capital Management, Inc.
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Franklin Resources Inc
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Diversified Trust Co
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EP Wealth Advisors, Inc.
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Mechanics Bank Trust Department
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O'Brien Wealth Partners LLC
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Rosenblum Silverman Sutton S F Inc /ca
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Argyle Capital Partners, LLC
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Copia Wealth Management
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Oakworth Capital, Inc.
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American Institute for Advanced Investment Management, LLP
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Heritage Wealth Management, Inc. /CA/
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Forum Private Client Group LLC
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Atwood & Palmer Inc
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Rebalance, Llc
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Kesler, Norman & Wride, LLC
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Anchor Investment Management, LLC
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Cornell Pochily Investment Advisors, Inc.
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City Holding Co
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Millstone Evans Group, LLC
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Mill Creek Capital Advisors, LLC
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Global Wealth Management Investment Advisory, Inc.
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Golden State Equity Partners
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Gordian Advisors LLC
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|
LBJ Family Wealth Advisors, Ltd.
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|
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|
Pathway Financial Advisors LLC
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|
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|
Destination Wealth Management
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|
Summit Wealth Partners, LLC
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|
Connecticut Wealth Management, LLC
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Verus Capital Partners, Llc
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|
Bernard Wealth Management Corp.
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|
Menora Mivtachim Holdings Ltd.
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|
Peachtree Investment Partners, LLC
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GAMMA Investing LLC
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|
Magnolia Capital Advisors Llc
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|
East Coast Asset Management, LLC.
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|
Wealth Enhancement Advisory Services, Llc
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|
Midland Wealth Advisors Llc
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|
|
|
M&t Bank Corp
|
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|
|
|
|
Fairway Wealth LLC
|
|
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|
|
|
Eight 31 Financial Llc
|
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|
Walkner Condon Financial Advisors LLC
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|
Twin Lakes Capital Management, LLC
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|
IFG Advisors, LLC
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Beacon Financial Advisory LLC
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|
Mission Creek Capital Partners, Inc.
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|
Deutsche Bank Ag\
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Wagner Wealth Management, Llc
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|
Northwest Bancshares, Inc.
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|
Lbmc Investment Advisors, Llc
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Paulson Wealth Management Inc.
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|
Waddell & Associates, Llc
|
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|
Arkadios Wealth Advisors
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|
McIlrath & Eck, LLC
|
|
|
|
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|
Citizens National Bank Trust Department
|
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|
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|
Goodwin Investment Advisory
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|
North Star Investment Management Corp.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
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|
Putnam Fl Investment Management Co
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|
World Equity Group, Inc.
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|
Wise Wealth Partners
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|
Stuart Chaussee & Associates, Inc.
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|
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|
Future Fund LLC
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|
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|
Retirement Planning Group
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|
Osborne Partners Capital Management, Llc
|
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|
Legacy Investment Solutions, LLC
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Berger Financial Group, Inc
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|
Berkshire Money Management, Inc.
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|
Hilltop Holdings Inc.
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|
Neuberger Berman Group LLC
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|
Drucker Wealth 3.0, LLC
|
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|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Lansing Street Advisors
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|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Mainstream Capital Management LLC
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|
Mjp Associates Inc /adv
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Valley National Advisers Inc
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|
Horan Securities, Inc.
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|
Seacrest Wealth Management, Llc
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Wealth Architects, LLC
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|
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|
Gries Financial Llc
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|
Fiduciary Group LLC
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|
Leavell Investment Management, Inc.
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|
|
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|
Cutler Investment Counsel Llc
|
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|
Consultiva Wealth Management, Corp.
|
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|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
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|
Sanchez Wealth Management Group
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
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|
Iron Financial, LLC
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|
|
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|
Meridian Investment Counsel Inc.
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|
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|
MontVue Capital Management, Inc.
|
|
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|
|
|
Nova R Wealth, Inc.
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|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
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|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Fragasso Group Inc.
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|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
J.p. Morgan Access Multi-strategy Fund Ii
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
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|
|
|
|
|
Prime Capital Investment Advisors, LLC
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|
|
|
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|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
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Keystone Financial Group, Inc.
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Whittier Trust Co
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Mariner, LLC
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Hennion & Walsh Asset Management, Inc.
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Capital Advisors Inc/ok
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Texas Bank & Trust Co
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Napatree Capital Llc
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Magnus Financial Group LLC
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Barnett & Company, Inc.
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Aspire Capital Advisors LLC
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Insight Wealth Strategies, LLC
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Power Wealth Management Llc
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JT Stratford LLC
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EPG Wealth Management LLC
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Saiph Capital, LLC
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Foronjy Financial Llc
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Planning Center, Inc.
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Mercer Global Advisors Inc /adv
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
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BOK Financial Private Wealth, Inc.
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Cornerstone Wealth Group, LLC
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Signaturefd, Llc
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Jones Financial Companies Lllp
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RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
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B&D White Capital Company, LLC
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PUREfi Wealth, LLC
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Consolidated Planning Corp
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Lpwm Llc
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Allred Capital Management, LLC
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Riverpoint Wealth Management Holdings, LLC
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Renaissance Technologies Llc
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Financial Advisors Network, Inc.
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GFG Capital, LLC
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JGP Wealth Management, LLC
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Sequoia Financial Advisors, LLC
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Patriot Investment Management Inc.
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Covenant Partners, LLC
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Navigation Wealth Management, Inc.
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Wealthquest Corp
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Atlantic Trust, LLC
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Lee Financial Co
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Missouri Trust & Investment Co
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Alerus Financial Na
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HighTower Advisors, LLC
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IFC Advisors LLC
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Potentia Wealth
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Mayport, Llc
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KAGCX - Managed Portfolio Series - Kensington Dynamic Growth Fund Class C Shares
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Allianz Asset Management GmbH
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Quent Capital, LLC
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Creekmur Asset Management LLC
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Financial Advisory Service, Inc.
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Arbor Capital Management Inc /adv
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Leonard Rickey Investment Advisors P.L.L.C.
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Afg Fiduciary Services Limited Partnership
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Goelzer Investment Management, Inc.
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Trust Co Of Vermont
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Ridgewood Investments LLC
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Nwam Llc
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KC Investment Advisors, LLC
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GSB Wealth Management, LLC
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Resources Investment Advisors, LLC.
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IFS Advisors, LLC
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Schoolcraft Capital LLC
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ProVise Management Group, LLC
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Muirfield Wealth Advisors Llc
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Ascent Group, LLC
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Axxcess Wealth Management, Llc
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Dana Investment Advisors, Inc.
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Icon Wealth Advisors, LLC
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Tarbox Family Office, Inc.
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Tfo-tdc, Llc
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Mpwm Advisory Solutions, Llc
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First Citizens Bank & Trust Co
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GPS Wealth Strategies Group, LLC
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Arcadia Investment Advisors Llc
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Gill Capital Partners, Llc
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Financial Engines Advisors L.L.C.
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Fort Point Capital Partners LLC
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Cahill Wealth Management, LLC
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Gw Henssler & Associates Ltd
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Northstar Financial Companies, Inc.
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Fulcrum Capital LLC
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Headinvest, Llc
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Lee Danner & Bass Inc
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Presper Financial Architects, LLC
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Arbor Wealth Advisors LLC
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PAX Financial Group, LLC
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Aufman Associates Inc
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Busey Wealth Management
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PFW Advisors LLC
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Cordatus Wealth Management LLC
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D.a. Davidson & Co.
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Chapin Davis, Inc.
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Horizons Wealth Management
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All Terrain Financial Advisors, LLC
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Redwood Financial Network Corp
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Disciplined Investments, LLC
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West Michigan Advisors, Llc
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Oldfather Financial Services, LLC
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GGM Financials LLC
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Brave Asset Management Inc
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Walleye Trading LLC
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JB Capital LLC
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Liberty Square Wealth Partners Llc
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Arjuna Capital
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Hanover Advisors Inc
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Pure Portfolios Holdings Llc
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Novare Capital Management Llc
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Jmac Enterprises Llc
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Vantage Financial Partners, LLC
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Kovack Advisors, Inc.
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Wick Capital Partners, LLC
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Tandem Capital Management Corp /adv
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Wsfs Capital Management, Llc
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Adviser Investments LLC
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Founders Capital Management
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Liberty Wealth Management Llc
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Baldwin Brothers Inc/ma
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Woodmont Investment Counsel Llc
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Thoma Capital Management LLC
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Net Worth Advisory Group
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Ruggaard & Associates LLC
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Midwest Professional Planners, LTD.
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Parisi Gray Wealth Management
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Serenus Wealth Advisors, LLC
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Hartland & Co., LLC
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1st Source Bank
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Sandbox Financial Partners, LLC
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Stephens Consulting, LLC
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Segment Wealth Management, LLC
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U.S. Capital Wealth Advisors, LLC
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Quadrant Private Wealth Management, LLC
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Forthright Family Wealth Advisory LLC
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Mason Investment Advisory Services, Inc.
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Smith & Howard Wealth Management, LLC
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Calamos Wealth Management LLC
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Cwm, Llc
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Meritage Portfolio Management
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Prospect Financial Services LLC
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Legacy Wealth Management, Inc
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Wolverine Asset Management Llc
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Main Street Research LLC
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Beaumont Financial Advisors, LLC
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Dakota Wealth Management
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Qrg Capital Management, Inc.
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Contravisory Investment Management, Inc.
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SOL Capital Management CO
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Pennsylvania Capital Management Inc /adv
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Jupiter Wealth Management LLC
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Fort Washington Investment Advisors Inc /oh/
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|
Torray Llc
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|
Berkshire Bank
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Pacific Point Advisors, LLC
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Colony Family Offices, LLC
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Atria Wealth Solutions, Inc.
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Lebenthal Global Advisors, LLC
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PBMares Wealth Management LLC
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Financial Advisors, LLC
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|
Fca Corp /tx
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Sage Capital Management, LLC
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|
Fidelity D & D Bancorp Inc
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Koesten, Hirschmann & Crabtree, INC.
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Jamison Private Wealth Management, Inc.
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Cypress Capital Group
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HBK Sorce Advisory LLC
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CWA Asset Management Group, LLC
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|
Gts Securities Llc
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Well Done, LLC
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Toth Financial Advisory Corp
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Summit Financial Strategies, Inc.
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RKL Wealth Management LLC
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PrairieView Partners, LLC
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Capital Investment Advisors, LLC
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|
Providence Capital Advisors, LLC
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|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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|
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|
Traphagen Investment Advisors Llc
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|
Rainier Family Wealth Inc
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|
Jane Street Group, Llc
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Waterway Wealth Management, LLC
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Azimuth Capital Investment Management LLC
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|
Mairs & Power Inc
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|
Advisory Resource Group
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Canopy Partners, LLC
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Schechter Investment Advisors, LLC
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Stonebridge Capital Advisors LLC
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Baltimore-Washington Financial Advisors, Inc.
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Little House Capital Llc
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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|
Fmr Llc
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|
Mascoma Wealth Management LLC
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Revolve Wealth Partners, LLC
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|
Wilson & Boucher Capital Management, LLC
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Summit Trail Advisors, Llc
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Cranbrook Wealth Management, LLC
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Symphony Financial Services, Inc.
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|
Rockland Trust Co
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Allen Investment Management LLC
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|
Morgan Stanley
|
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|
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|
WJ Wealth Management, LLC
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Impact Capital Partners LLC
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Secure Asset Management, LLC
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Aldebaran Financial Inc.
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Ardent Capital Management, Inc.
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Bluesphere Advisors, LLC
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Fortitude Financial, LLC
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Lion Street Advisors, LLC
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Vision Capital Management, Inc.
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City State Bank
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Prosperity Wealth Management, Inc.
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Financial Sense Advisors, Inc.
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Parkshore Wealth Management, Inc.
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Element Pointe Advisors, Llc
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First Horizon Advisors, Inc.
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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|
Kanawha Capital Management Llc
|
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|
|
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|
Gitterman Wealth Management, LLC
|
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|
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|
BHK Investment Advisors, LLC
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Red Tortoise LLC
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Strategic Wealth Partners, Ltd.
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Ramirez Asset Management, Inc.
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|
jvl associates llc
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Sage Rhino Capital Llc
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|
Security Financial Services, INC.
|
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|
Elk River Wealth Management, LLC
|
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|
Klingman & Associates, LLC
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|
Sharkey, Howes & Javer
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Fortis Capital Advisors, LLC
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|
Widmann Financial Services, Inc.
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Brown, Lisle/cummings, Inc.
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|
Rice Partnership, LLC
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|
Woodard & Co Asset Management Group Inc /adv
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|
Bordeaux Wealth Advisors LLC
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|
Taylor, Cottrill, Erickson & Associates, Inc.
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|
Mount Yale Investment Advisors, LLC
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|
Pure Financial Advisors, Inc.
|
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|
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|
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
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|
Main Management LLC
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|
Hill Island Financial Llc
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|
Colorado Capital Management, Inc.
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|
Cornerstone Wealth Advisors, Inc.
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Family Office Research LLC
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|
Mascagni Wealth Management, Inc.
|
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|
Northstar Asset Management Inc
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|
Badgley Phelps Wealth Managers, LLC
|
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|
|
|
|
Capital City Trust Co/fl
|
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|
|
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|
SP Asset Management LLC
|
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|
|
|
|
Cfm Wealth Partners Llc
|
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|
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|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
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|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
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|
CX Institutional
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|
Valtinson Bruner Financial Planning LLC
|
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|
Johnson Financial Group, Inc.
|
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|
Northwest Financial Advisors
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|
Tanaka Capital Management Inc
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|
Fiduciary Wealth Partners, LLC
|
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|
Sterling Wealth Management, Inc.
|
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|
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|
First Financial Bankshares Inc
|
|
|
|
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|
Future Financial Wealth Managment LLC
|
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|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
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|
Real Talk Capital, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
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|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
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|
Roble, Belko & Company, Inc
|
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|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
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|
Balentine LLC
|
|
|
|
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|
Trust Co of the South
|
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|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
|
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|
|
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|
Quotient Wealth Partners, LLC
|
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|
Integrated Capital Management, Inc.
|
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|
First Manhattan Co
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|
RMB Capital Management, LLC
|
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|
|
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|
North Point Portfolio Managers Corp/oh
|
|
|
|
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|
Providence First Trust Co
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
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|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
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|
Hirtle Callaghan & Co LLC
|
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|
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|
United Bank
|
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|
Jacobi Capital Management LLC
|
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|
Everest Management Corp.
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|
Planning Alternatives Ltd /adv
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|
Stillwater Capital Advisors, LLC
|
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|
|
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|
QTR Family Wealth, LLC
|
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|
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|
Elequin Capital Lp
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Dynamic Financial Group
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Aft, Forsyth & Company, Inc.
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Wernau Asset Management Inc.
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|
Joel Isaacson & Co., LLC
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|
Hanson & Doremus Investment Management
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|
BIP Wealth, LLC
|
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|
M3 Advisory Group, LLC
|
|
|
|
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|
Kellett Schaffner Wealth Advisors LLC
|
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|
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|
Paradigm, Strategies in Wealth Management, LLC
|
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|
|
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|
Advisor OS, LLC
|
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Nvest Financial, LLC
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Capital Group Private Client Services, Inc.
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Tounjian Advisory Partners, Llc
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Barnes Pettey Financial Advisors, Llc
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Harbor Asset Planning, Inc.
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Clarity Capital Partners LLC
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Eastern Bank
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Brown Financial Advisory
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Tortoise Investment Management, LLC
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Wharton Business Group, LLC
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Foster Dykema Cabot & Partners, Llc
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Procyon Private Wealth Partners, LLC
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American Financial Advisors, LLC
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Headlands Technologies LLC
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Woodline Partners LP
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Willis Johnson & Associates, Inc.
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Strategic Financial Services, Inc,
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Blue Bell Private Wealth Management, Llc
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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Smartleaf Asset Management LLC
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Symphony Financial, Ltd. Co.
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Orion Capital Management LLC
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Folger Nolan Fleming Douglas Capital Management, Inc
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Global Strategic Investment Solutions, LLC
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Kapstone Financial Advisors LLC
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BTC Capital Management, Inc.
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Quest Investment Management Llc
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Kimelman & Baird, LLC
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Pointe Capital Management LLC
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Kera Capital Partners, Inc.
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Apella Capital, LLC
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Strategic Point Investment Advisors, LLC
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Certus Wealth Management, LLC
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Patten Group, Inc.
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Chevy Chase Trust Holdings, Inc.
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O'ROURKE & COMPANY, Inc
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Nomura Asset Management Co Ltd
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Legacy Private Trust Co.
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Impact Partnership Wealth, LLC
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Capital Advisors Wealth Management, LLC
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Sanibel Captiva Trust Company, Inc.
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Td Private Client Wealth Llc
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Vance Wealth, Inc.
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LexAurum Advisors, LLC
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Integrated Investment Consultants, LLC
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SJA Financial Advisory, LLC
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Arlington Trust Co LLC
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United Community Bank
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Nabity-Jensen Investment Management Inc
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SevenBridge Financial Group, LLC
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Morris Financial Concepts, Inc.
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FF Advisors,LLC
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Jacksonville Wealth Management, LLC
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GWM Advisors LLC
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Collaborative Wealth Managment Inc.
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Coldstream Capital Management Inc
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Integrated Advisors Network LLC
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Catalyst Financial Partners Llc
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First National Bank of Hutchinson
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Financial Partners Group, Inc
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Capital Insight Partners, Llc
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Legacy Bridge, LLC
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Parker Financial LLC
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Rappaport Reiches Capital Management, LLC
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High Falls Advisors, Inc
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Coordinated Financial Services, Inc.
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1776 Wealth LLC
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Cardinal Point Capital Management, ULC
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Aaron Wealth Advisors LLC
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HCR Wealth Advisors
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Evernest Financial Advisors, LLC
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Tocqueville Asset Management L.p.
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XML Financial, LLC
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Holistic Financial Partners
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RDA Financial Network
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Parallel Advisors, LLC
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Ntv Asset Management Llc
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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WNY Asset Management, LLC
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Stonebrook Private Inc.
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WEAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Equity Fund Class A
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Wetherby Asset Management Inc
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Summit Wealth & Retirement Planning, Inc.
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Cypress Capital, LLC
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Sentinel Wealth Management, Inc.
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HighMark Wealth Management LLC
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Pacific Capital Wealth Advisors, Inc
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Provenance Wealth Advisors, LLC
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Brown Brothers Harriman & Co
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Auxano Advisors, LLC
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Luminist Capital LLC
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Von Berge Wealth Management Group, LLC
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Canandaigua National Bank & Trust Co
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Evoke Wealth, Llc
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Accretive Wealth Partners, LLC
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Wealthbridge Capital Management, Llc
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SkyView Investment Advisors, LLC
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Drive Wealth Management, Llc
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Commerce Bank
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Lido Advisors, LLC
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Twin Peaks Wealth Advisors, LLC
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Stonebridge Financial Planning Group, LLC
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Crestwood Advisors Group LLC
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S.E.E.D. Planning Group LLC
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Falcon Wealth Planning
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Snowden Capital Advisors LLC
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SCS Capital Management LLC
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TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
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SRS Capital Advisors, Inc.
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Permanent Capital Management, LP
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Highline Wealth Partners Llc
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Appleton Partners Inc/ma
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Tolleson Wealth Management, Inc.
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Geneva Partners, LLC
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one8zero8, LLC
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Fusion Family Wealth LLC
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PKS Advisory Services, LLC
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Tilson Financial Group, Inc.
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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Rockwood Wealth Management, LLC
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Flagship Harbor Advisors, Llc
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Total Clarity Wealth Management, Inc.
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SMI Advisory Services, LLC
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Fairscale Capital, LLC
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River Wealth Advisors LLC
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FMA Wealth Management, LLC
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Nova Wealth Management, Inc.
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Highland Financial Advisors, LLC
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Williams Jones Wealth Management, LLC.
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Peoples Financial Services Corp.
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Integrated Wealth Concepts LLC
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Brightwater Advisory LLC
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Plimoth Trust Co Llc
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Capital Investment Counsel, LLC
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Register Financial Advisors LLC
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Thompson Siegel & Walmsley Llc
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Leigh Baldwin & Co., Llc
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Patten & Patten Inc/tn
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Aspire Growth Partners LLC
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TCG Advisory Services, LLC
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SpringVest Wealth Management LLC
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Able Wealth Management LLC
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Greenwood Gearhart Inc
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Lakeshore Financial Planning, Inc.
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JSF Financial, LLC
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Radnor Capital Management, LLC
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Lionshead Wealth Management, LLC
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Pillar Financial Advisors, LLC
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Tactive Advisors, LLC
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Noble Family Wealth, LLC
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Insigneo Advisory Services, Llc
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Rocky Mountain Advisers, Llc
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Eukles Asset Management
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Ami Asset Management Corp
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Golden Road Advisors Llc
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Integris Wealth Management, LLC
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Landmark Wealth Management, LLC
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Grove Bank & Trust
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ArrowMark Colorado Holdings LLC
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Belvedere Trading LLC
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NWK Group, Inc.
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Nicolet Advisory Services, Llc
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YHB Investment Advisors, Inc.
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Beacon Financial Group
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Mission Wealth Management, Lp
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Greatmark Investment Partners, Inc.
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Financial Perspectives, Inc
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Proactive Wealth Strategies LLC
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Bank of New Hampshire
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CJM Wealth Advisers, Ltd.
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Argus Investors' Counsel, Inc.
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PFG Investments, LLC
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Oakwell Private Wealth Management, LLC
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Sunpointe, LLC
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|
Roberts Glore & Co Inc /il/
|
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|
Poehling Capital Management, LLC
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Stratos Wealth Partners, LTD.
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|
ORG Partners LLC
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|
Wesbanco Bank Inc
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|
Capstone Wealth Management Group LLC
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|
BancFirst Trust & Investment Management
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Single Point Partners, LLC
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|
Albion Financial Group /ut
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DSG Capital Advisors, LLC
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|
Citadel Advisors Llc
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Sachetta, LLC
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Financial Freedom, LLC
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Newton One Investments LLC
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Olympus Wealth Management, Llc
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|
Lvm Capital Management Ltd/mi
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|
Next Capital Management LLC
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|
Presilium Private Wealth, Llc
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|
XRLX - FundX Investment Trust - FundX Conservative ETF
|
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|
Mayfair Advisory Group, LLC
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|
Staley Capital Advisers Inc
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Level Four Advisory Services, Llc
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KDK Private Wealth Management, LLC
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Market Street Wealth Management Advisors Llc
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Generation Capital Management LLC
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Heritage Wealth Architects, Inc.
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Salomon & Ludwin, LLC
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Private Management Group Inc
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Integrity Wealth Solutions LLC
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|
Natixis Advisors, L.p.
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|
Congress Wealth Management LLC / DE /
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|
Eq Wealth Advisors, Llc
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|
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|
Hurley Capital, LLC
|
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|
|
Equitable Trust Co
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Stephens Inc /ar/
|
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|
Webster Bank, N. A.
|
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|
CWC Advisors, LLC.
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Advyzon Investment Management, LLC
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First Financial Corp /in/
|
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|
Grimes & Company, Inc.
|
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|
Capital Planning Advisors, LLC
|
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|
Farmers National Bank
|
|
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|
Focused Wealth Management, Inc
|
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|
|
Standard Family Office LLC
|
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|
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|
Retireful, LLC
|
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|
|
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|
Private Capital Management Llc
|
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|
LPL Financial LLC
|
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|
|
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|
Snider Financial Group
|
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|
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|
Jacobsen Capital Management
|
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|
Noesis Capital Mangement Corp
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|
Penobscot Investment Management Company, Inc.
|
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|
Fiduciary Alliance LLC
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|
David Wealth Management LLC
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|
Lodestar Private Asset Management Llc
|
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|
Goldman Sachs Group Inc
|
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|
Randolph Co Inc
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|
Pinnacle Wealth Planning Services, Inc.
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|
Blue Fin Capital, Inc.
|
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Centricity Wealth Management, LLC
|
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Reynders McVeigh Capital Management, LLC
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|
Silicon Valley Capital Partners
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|
NWF Advisory Services Inc.
|
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|
Catalyst Private Wealth, Llc
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
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|
|
|
|
Tanglewood Legacy Advisors, LLC
|
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|
|
|
|
Alpha Cubed Investments, LLC
|
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|
|
|
|
McCarthy & Cox
|
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|
Royal Harbor Partners, LLC
|
|
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|
Seneca Financial Advisors LLC
|
|
|
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|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
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|
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|
Synovus Financial Corp
|
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|
Nadler Financial Group, Inc.
|
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|
St Germain D J Co Inc
|
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|
Mmbg Investment Advisors Co.
|
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|
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|
Bay Capital Advisors, LLC
|
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|
Captrust Financial Advisors
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|
VAUGHAN & Co SECURITIES, INC.
|
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|
Geneos Wealth Management Inc.
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|
Aurora Private Wealth, Inc.
|
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|
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|
Ashton Thomas Private Wealth, LLC
|
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|
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|
PACK Private Wealth, LLC
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|
Hughes Financial Services, LLC
|
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|
Abbot Financial Management, Inc.
|
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|
|
|
|
Activest Wealth Management
|
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|
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|
Great Waters Wealth Management
|
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|
Signet Financial Management, Llc
|
|
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|
|
|
Bnc Wealth Management, Llc
|
|
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|
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|
Pin Oak Investment Advisors Inc
|
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|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
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|
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|
RFP Financial Group LLC
|
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|
FDx Advisors, Inc.
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|
Fortress Wealth Group, LLC
|
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|
Regal Investment Advisors LLC
|
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|
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|
American Financial & Tax Strategies Inc
|
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|
|
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|
JPL Wealth Management, LLC
|
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|
|
|
|
Diversify Advisory Services, LLC
|
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|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
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|
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|
Wellspring Financial Advisors, LLC
|
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|
Ronald Blue Trust, Inc.
|
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|
Black Swift Group, LLC
|
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|
Axis Wealth Partners, LLC
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|
Robinson Smith Wealth Advisors Llc
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|
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|
Per Stirling Capital Management, LLC.
|
|
|
|
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|
Transcend Wealth Collective, Llc
|
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|
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|
RWM Asset Management, LLC
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|
Intellus Advisors LLC
|
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|
First City Capital Management, Inc.
|
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|
Hamilton Point Investment Advisors, LLC
|
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Everstar Asset Management, LLC
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|
Cooper Financial Group
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|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
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First Command Advisory Services, Inc.
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Bearing Point Capital, Llc
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Courier Capital Llc
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Schulz Wealth, LTD.
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International Assets Investment Management, Llc
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We Are One Seven, LLC
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Truist Financial Corp
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Assetmark, Inc
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Intrepid Financial Planning Group LLC
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New England Private Wealth Advisors LLC
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Burling Wealth Partners, Llc
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waypoint wealth counsel
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Wealth Group Ltd
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Ledyard National Bank
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Welch & Forbes Llc
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Acima Private Wealth, Llc
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McNamara Financial Services, Inc.
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Gables Capital Management Inc.
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Advisor Resource Council
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Ethos Financial Group, LLC
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DecisionPoint Financial, LLC
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Peoples Bank /oh
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Sapient Capital Llc
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Mayflower Financial Advisors, LLC
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Clean Yield Group
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Great Lakes Advisors, Llc
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Werba Rubin Papier Wealth Management
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Venturi Wealth Management, LLC
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SILVER OAK SECURITIES, Inc
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Mosaic Financial Group, Llc
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Marietta Investment Partners Llc
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Sunbeam Capital Management, LLC
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Wbh Advisory Inc
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Cassaday & Co Wealth Management LLC
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Wealth Management Partners, LLC
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White Lighthouse Investment Management Inc.
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Citizens & Northern Corp
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Lam Group, Inc.
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Monument Capital Management
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Kingswood Wealth Advisors, Llc
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Penney Financial, LLC
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Allium Financial Advisors, Llc
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Massmutual Trust Co Fsb/adv
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Exchange Capital Management, Inc.
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Aries Wealth Management
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Crewe Advisors LLC
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Rosenberg Matthew Hamilton
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Kestra Investment Management, LLC
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Verum Partners LLC
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NorthCrest Asset Manangement, LLC
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Bokf, Na
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Rps Advisory Solutions Llc
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Fiduciary Financial Group, Llc
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Gateway Wealth Partners, LLC
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Strategic Financial Partners, Ltd.
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Gerber Kawasaki Wealth & Investment Management
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Aspect Partners, LLC
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Heartwood Wealth Advisors LLC
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Wetzel Investment Advisors, Inc.
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Citigroup Inc
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Northwest Quadrant Wealth Management, LLC
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IFG Advisory, LLC
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RPG Investment Advisory, LLC
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Amara Financial, Llc.
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Ackerman Capital Advisors, LLC
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American Trust
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First Hawaiian Bank
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Spire Wealth Management
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Prudential Financial Inc
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Independence Bank of Kentucky
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Centurion Wealth Management LLC
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Olistico Wealth, LLC
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Foundations Investment Advisors, LLC
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Bonfire Financial
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Simmons Bank
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Savvy Advisors, Inc.
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StoneX Group Inc.
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Fortitude Family Office, LLC
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Compass Planning Associates Inc
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Harbour Investments, Inc.
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Peddock Capital Advisors, Llc
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Evercore Wealth Management, LLC
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Park Edge Advisors, LLC
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MSH Capital Advisors LLC
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DMKC Advisory Services, LLC
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Maseco Llp
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RiverFront Investment Group, LLC
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Cable Hill Partners, LLC
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Koshinski Asset Management, Inc.
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
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MCF Advisors LLC
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Financial Connections Group, Inc.
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Kondo Wealth Advisors, Inc.
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Meeder Advisory Services, Inc.
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Corundum Group, Inc.
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Glassy Mountain Advisors, Inc.
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Pettinga Financial Advisors, LLC
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Edgestream Partners, L.P.
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Annis Gardner Whiting Capital Advisors, LLC
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Atria Investments Llc
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POM Investment Strategies, LLC
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Gemmer Asset Management LLC
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Aureus Asset Management, LLC
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First Commonwealth Financial Corp /pa/
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Marks Group Wealth Management, Inc
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JMG Financial Group, Ltd.
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Caliber Wealth Management, LLC / KS
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Mathes Company, Inc.
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Novus Advisors, Llc
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Retirement Income Solutions, Inc
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Seven Mile Advisory
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Arq Wealth Advisors, Llc
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Valpey Financial Services, LLC
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Beacon Pointe Advisors, LLC
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Argent Trust Co
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Mesirow Financial Investment Management, Inc.
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LifeSteps Financial, Inc.
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Zuckerman Investment Group, LLC
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Acropolis Investment Management, LLC
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West Paces Advisors Inc.
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DiMeo Schneider & Associates, L.L.C.
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Byrne Asset Management LLC
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FLC Capital Advisors
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Ring Mountain Capital, LLC
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Childress Capital Advisors, Llc
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Journey Advisory Group, LLC
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Roxbury Financial LLC
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Promus Capital, LLC
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Flagship Private Wealth, LLC
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Quadcap Wealth Management, LLC
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Hm Payson & Co
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Everhart Financial Group, Inc.
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Compass Wealth Management LLC
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Vestor Capital, Llc
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Chilton Capital Management Llc
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Oak Wealth Advisors LLC
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Sincerus Advisory, LLC
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Capstone Financial Advisors, Inc.
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O'shaughnessy Asset Management, Llc
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Five Oceans Advisors
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BankPlus Trust Department
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Pinnacle Associates Ltd
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Wealthstar Advisors, Llc
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Trilogy Capital Inc.
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|
Investment Counsel Co Of Nevada
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Dynamic Advisor Solutions LLC
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Associated Banc-corp
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Grantvest Financial Group LLC
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Commonwealth Retirement Investments LLC
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Lgl Partners, Llc
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Insight Inv LLC
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Ashford Capital Management Inc
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Beirne Wealth Consulting Services, LLC
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MainStreet Investment Advisors LLC
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UMA Financial Services, Inc.
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Westmount Partners, LLC
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Castleview Partners, Llc
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Bank Of Hawaii
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Westside Investment Management, Inc.
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Xponance, Inc.
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TigerOak Management, L.L.C.
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Alta Wealth Advisors LLC
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BridgePort Financial Solutions, LLC
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|
Park National Corp /oh/
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Abound Financial, Llc
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Auour Investments LLC
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Jackson Hole Capital Partners, LLC
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Jim Saulnier & Associates, Llc
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Keel Point, LLC
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|
First Western Trust Bank
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|
Principal Financial Group Inc
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Stanich Group LLC
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4Thought Financial Group Inc.
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|
Betterment LLC
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|
Evergreen Private Wealth LLC
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|
Enclave Advisors LLC
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|
|
|
City National Bank Of Florida /msd
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|
Juncture Wealth Strategies, Llc
|
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|
|
|
Consolidated Portfolio Review Corp
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|
|
|
|
Baker Boyer National Bank
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|
|
S&co Inc
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|
|
|
|
|
Bollard Group LLC
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|
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|
Money Concepts Capital Corp
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|
Donaldson Capital Management, Llc
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|
Cornerstone Advisors Asset Management, Inc
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Bogart Wealth, LLC
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|
|
Equitable Holdings, Inc.
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|
|
Friday Financial
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|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
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|
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|
JFG Wealth Management, LLC
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|
Dagco, Inc.
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|
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|
|
|
Coastal Bridge Advisors, LLC
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|
Sonata Capital Group Inc
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|
Wedbush Securities Inc
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Front Row Advisors LLC
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Clark Capital Management Group, Inc.
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Probity Advisors, Inc.
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TFG Advisers LLC
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Heritage Investment Group, Inc.
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Lindbrook Capital, Llc
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Helen Stephens Group, LLC
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Operose Advisors LLC
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|
Bravias Capital Group, LLC
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|
Proficio Capital Partners LLC
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Catalina Capital Group, LLC
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EdgeRock Capital LLC
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GHP Investment Advisors, Inc.
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|
St. Louis Trust Co
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|
Pecaut & Co.
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|
Breakwater Capital Group
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|
Indiana Trust & Investment Management CO
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|
West Branch Capital LLC
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|
Patton Albertson Miller Group, Llc
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|
Granite Investment Partners, LLC
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|
|
Truvestments Capital Llc
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|
|
Monument Group Wealth Advisors, LLC
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|
|
|
Ibex Wealth Advisors
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|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
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|
|
|
|
Shepherd Financial Partners LLC
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|
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|
|
Aptus Capital Advisors, LLC
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|
|
|
|
Janney Montgomery Scott LLC
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|
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|
|
Signal Advisors Wealth, LLC
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|
|
|
|
|
XCOR - FundX Investment Trust - FundX ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
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|
|
|
|
|
AGH Wealth Advisors, LLC
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|
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|
|
TD Capital Management LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
