|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Compass Financial Group, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Choice Wealth Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
MY Wealth Management Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Amara Financial, Llc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
