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National Asset Management, Inc.
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Richard P Slaughter Associates Inc
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Perigon Wealth Management, LLC
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Fortis Group Advisors, LLC
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Astoria Portfolio Advisors LLC.
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Waterway Wealth Management, LLC
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Captrust Financial Advisors
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Pnc Financial Services Group, Inc.
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Vident Advisory, LLC
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Diversify Wealth Management, Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
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Becker Capital Management Inc
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Centurion Wealth Management LLC
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Evermay Wealth Management Llc
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Riverchase Wealth Management, Llc
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Fund Evaluation Group, LLC
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Gts Securities Llc
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Tsfg, Llc
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Cloverfields Capital Group, Lp
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Greykasell Wealth Strategies, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
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Keystone Global Partners, LLC
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REAP Financial Group, LLC
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Semus Wealth Partners LLC
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Full Sail Capital, LLC
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Maripau Wealth Management Llc
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Banco Santander, S.A.
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Frederick Financial Consultants, LLC
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Fulcrum Equity Management
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Cary Street Partners Financial Llc
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World Equity Group, Inc.
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Life Line Wealth Management Llc
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Financial Connections Group, Inc.
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Hutchens & Kramer Investment Management Group, LLC
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Ascent Group, LLC
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Schechter Investment Advisors, LLC
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Mml Investors Services, Llc
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BCJ Capital Management, LLC
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Advance Capital Management, Inc.
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TRUE Private Wealth Advisors
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Cardinal Strategic Wealth Guidance
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Stone House Investment Management, LLC
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Nikulski Financial, Inc.
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Level Financial Advisors, Inc.
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Brown Financial Advisors
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JFG Wealth Management, LLC
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Kellett Schaffner Wealth Advisors LLC
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Bellwether Advisors, LLC
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Compass Wealth Management, LLC/GA
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Merkkuri Wealth Advisors LLC
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SNS Financial Group, LLC
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LifeWealth Investments, LLC
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Venture Visionary Partners LLC
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Visionary Wealth Advisors
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Coordinated Financial Services, Inc./CO
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Fluent Financial, LLC
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TFC Financial Management
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Cornerstone Planning Group LLC
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Octavia Wealth Advisors, LLC
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Advisor Group Holdings, Inc.
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Cooper Financial Group
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Sutton Place Investors Llc
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Private Capital Management Llc
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Cullen/frost Bankers, Inc.
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Beacon Capital Management, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service
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Pineridge Advisors LLC
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Thrivent Financial For Lutherans
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Custos Family Office, LLC
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Bnp Paribas Arbitrage, Sa
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LifeGoal Wealth Advisors
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Vantage Financial Partners, LLC
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CWS Financial Advisors, LLC
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Braun-Bostich & Associates Inc.
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Park Place Capital Corp
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Axim Planning & Wealth
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Beck Capital Management, Llc
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Janney Montgomery Scott LLC
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Sage Advisory Services, Ltd.Co.
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American Trust
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Morton Capital Management LLC/CA
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AlTi Global, Inc.
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Knightsbridge Asset Management, Llc
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McKinley Carter Wealth Services, Inc.
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Transce3nd, LLC
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Family Wealth Partners, Llc
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Foster Group, Inc.
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Seneschal Advisors, LLC
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Acima Private Wealth, Llc
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Swmg, Llc
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Atlas Brown,Inc.
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Creekmur Asset Management LLC
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FDx Advisors, Inc.
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Detalus Advisors, LLC
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Prudential Plc
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EP Wealth Advisors, Inc.
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Interactive Financial Advisors
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Soundwatch Capital LLC
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Americana Partners, LLC
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Mattern Capital Management, Llc
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SFG Wealth Management, LLC.
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Sentinus, LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Papp L Roy & Associates
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Royal Harbor Partners, LLC
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DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF
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Legacy Financial Group LLC
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Guerra Pan Advisors, Llc
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Yarger Wealth Strategies, Llc
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North Star Asset Management Inc
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Delos Wealth Advisors, LLC
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Bell Investment Advisors, Inc
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Glass Jacobson Investment Advisors llc
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Blake Schutter Theil Wealth Advisors, LLC
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Vantage Point Financial LLC
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Harwood Advisory Group, LLC
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Ffg Retirement Advisors Llc
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Tranquilli Financial Advisor LLC
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Millburn Ridgefield Corp
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Gerber Kawasaki Wealth & Investment Management
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Trademark Financial Management, LLC
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Tradition Wealth Management, LLC
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Red Tortoise LLC
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Capital Investment Counsel, LLC
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Nemes Rush Group LLC
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Wedbush Securities Inc
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Park Avenue Securities Llc
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Hazlett, Burt & Watson, Inc.
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Procyon Private Wealth Partners, LLC
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DHJJ Financial Advisors, Ltd.
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Adviser Investments LLC
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BTG Pactual Asset Management US LLC
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BCU Wealth Advisors, LLC
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Argentarii, LLC
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SJS Investment Consulting Inc.
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Jfs Wealth Advisors, Llc
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Armbruster Capital Management, Inc.
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Ironsides Asset Advisors, LLC
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Sheridan Capital Management, LLC
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Apeiron RIA LLC
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Stonehearth Capital Management, LLC
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Crescent Grove Advisors, LLC
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Dana Investment Advisors, Inc.
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Atlantic Trust, LLC
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B.O.S.S. Retirement Advisors, LLC
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Kingsview Wealth Management, LLC
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Fourth Dimension Wealth, LLC
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Ieq Capital, Llc
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Flagship Wealth Advisors, Llc
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YANKCOM Partnership
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Cambridge Investment Research Advisors, Inc.
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Congress Wealth Management LLC / DE /
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Dynamic Advisor Solutions LLC
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Ancora Advisors, LLC
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HCR Wealth Advisors
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Mount Yale Investment Advisors, LLC
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Kestra Private Wealth Services, Llc
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WT Wealth Management
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Evolution Wealth Management Inc.
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Boulder Wealth Advisors, LLC
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Quadrant Private Wealth Management, LLC
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Vista Wealth Management Group, LLC
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Simplicity Wealth,LLC
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Lincoln Capital Corp
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Cahaba Wealth Management, Inc.
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Tidemark, LLC
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Strategic Point Investment Advisors, LLC
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Retirement Wealth Solutions LLC
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Watershed Private Wealth Llc
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Northwestern Mutual Wealth Management Co
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Smartleaf Asset Management LLC
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Mather Group, Llc.
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Coppell Advisory Solutions LLC
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Financial Perspectives, Inc
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Atria Wealth Solutions, Inc.
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Mission Wealth Management, Lp
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Geneva Partners, LLC
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StoneX Group Inc.
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Milestone Asset Management Group, LLC
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Integrity Wealth Solutions LLC
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Joel Isaacson & Co., LLC
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Annandale Capital, LLC
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Bush Investment Group, Llc
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DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES
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|
Morgan Stanley
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Fifth Third Bancorp
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SYM FINANCIAL Corp
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SRS Capital Advisors, Inc.
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Gables Capital Management Inc.
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Rockefeller Capital Management L.P.
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MorganRosel Wealth Management, LLC
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Precision Wealth Strategies, LLC
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Sequoia Financial Advisors, LLC
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MAI Capital Management
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Leavell Investment Management, Inc.
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Running Point Capital Advisors, LLC
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IFC Advisors LLC
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TruWealth Advisors, LLC
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SILVER OAK SECURITIES, Inc
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service
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Wilkins Miller Wealth Management, LLC
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Stewardship Advisors, LLC
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MFA Wealth Services
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RMB Capital Management, LLC
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Badgley Phelps Wealth Managers, LLC
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Sowell Financial Services LLC
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Institute for Wealth Management, LLC.
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One Wealth Management Investment & Advisory Services, LLC
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Plante Moran Financial Advisors, LLC
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Beacon Bridge Wealth Partners, LLC
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Modern Wealth Management, LLC
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Forte Asset Management Llc
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Exencial Wealth Advisors, Llc
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M Holdings Securities, Inc.
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Sovereign Financial Group, Inc.
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Quent Capital, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Herold Advisors, Inc.
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Sagespring Wealth Partners, Llc
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FLCE - Advisors' Inner Circle Fund II - Frontier Asset U.S. Large Cap Equity ETF
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Stuart Chaussee & Associates, Inc.
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ARS Wealth Advisors Group, LLC
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Keel Point, LLC
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One Wealth Advisors, LLC
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Summit X, LLC
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|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
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|
|
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|
Independence Bank of Kentucky
|
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|
Marcum Wealth, LLC
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|
Stephens Inc /ar/
|
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May Hill Capital, LLC
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Waterloo Capital, L.P.
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|
Financial Life Advisors
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Coldstream Capital Management Inc
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Fortis Capital Management LLC
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Patriot Financial Group Insurance Agency, LLC
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Aptus Capital Advisors, LLC
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Capital Insight Partners, Llc
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Symmetry Partners, LLC
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Twin Focus Capital Partners, Llc
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Capital Analysts, Inc.
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Professional Financial Advisors, LLC
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Ewa, Llc
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Novus Advisors, Llc
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|
Security Financial Services, INC.
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|
Kcm Investment Advisors Llc
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Midwest Heritage Bank, FSB
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|
Trinity Wealth Management, LLC
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|
Charles Schwab Investment Management Inc
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|
Camden National Bank
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Tiaa Trust, National Association
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Wealth Dimensions Group, Ltd.
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LS Investment Advisors, LLC
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Larson Financial Group LLC
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KPP Advisory Services LLC
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Tanglewood Wealth Management, Inc.
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|
Hilltop Holdings Inc.
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GenTrust, LLC
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|
Highline Wealth Partners Llc
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|
National Bank Of Canada /fi/
|
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Pathstone Holdings, LLC
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Redwood Investment Management, Llc
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Eqis Capital Management, Inc.
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JT Stratford LLC
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LGT Financial Advisors LLC
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ORG Partners LLC
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Jackson, Grant Investment Advisers, Inc.
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|
Allegheny Financial Group LTD
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Cabot Wealth Management Inc
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|
Coston, McIsaac & Partners
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Brinker Capital Investments, LLC
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Archford Capital Strategies, LLC
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RHS Financial, LLC
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|
Glenview Trust Co
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|
Regal Investment Advisors LLC
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|
Ogorek Anthony Joseph /ny/ /adv
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|
Kohmann Bosshard Financial Services, LLC
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|
Oxinas Partners Wealth Management LLC
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|
First Pacific Financial
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|
Symphony Financial, Ltd. Co.
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|
Ledyard National Bank
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|
Retireful, LLC
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|
Advisor OS, LLC
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|
Bfsg, Llc
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|
Cypress Wealth Services, LLC
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|
Steward Partners Investment Advisory, Llc
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|
Obermeyer Wood Investment Counsel, Lllp
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|
GAMMA Investing LLC
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|
Wolff Financial Management Llc
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|
Rainier Family Wealth Inc
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|
Caliber Wealth Management, LLC / KS
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|
FSC Wealth Advisors, LLC
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|
Dentgroup LLC
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|
Quaker Wealth Management, LLC
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|
Dogwood Wealth Management LLC
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|
Lloyd Advisory Services, LLC.
|
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|
VestGen Advisors, LLC
|
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|
Bell Bank
|
|
|
|
|
|
FLJSX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class
|
|
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|
|
|
Maia Wealth LLC
|
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RWM Asset Management, LLC
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LongView Wealth Management
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Jackson Hole Capital Partners, LLC
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Jefferies Financial Group Inc.
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Modera Wealth Management, LLC
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Davidson Trust Co
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Hartland & Co., LLC
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Warner Financial, Inc
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Merit Financial Group, LLC
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TFR Capital, LLC.
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Millington Financial Advisors, LLC
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City State Bank
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|
Wells Fargo & Company/mn
|
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Brady Martz Wealth Solutions, LLC
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|
First American Bank
|
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Thrive Wealth Management, LLC
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CX Institutional
|
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NewEdge Wealth, LLC
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JDM Financial Group LLC
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Black Diamond Financial, LLC
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EWG Elevate Inc.
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UBS Group AG
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RVW Wealth, LLC
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Gen-Wealth Partners Inc
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PFG Advisors
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Asset Dedication, LLC
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CapWealth Advisors, LLC
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Main Street Financial Solutions, LLC
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Signaturefd, Llc
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Prosperity Planning, Inc.
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Beaird Harris Wealth Management, LLC
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Forthright Family Wealth Advisory LLC
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Alta Wealth Advisors LLC
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|
Choate Investment Advisors
|
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|
Warren Street Wealth Advisors, LLC
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Saiph Capital, LLC
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Shepherd Financial Partners LLC
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Absolute Capital Management, LLC
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Total Clarity Wealth Management, Inc.
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|
Lido Advisors, LLC
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Apexium Financial, Lp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Goelzer Investment Management, Inc.
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Rathbone Brothers plc
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Intrust Bank Na
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Sovran Advisors, LLC
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Capital Advisors Inc/ok
|
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Journey Strategic Wealth Llc
|
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Advisory Alpha, LLC
|
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|
Madison Asset Management, LLC
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Hemenway Trust Co LLC
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Houlihan Financial Resource Group, Ltd.
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Ehrlich Financial Group
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Verdence Capital Advisors LLC
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Total Investment Management Inc
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Integrity Financial Corp /WA
|
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Lutz Financial Services LLC
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Veridan Wealth LLC
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Aprio Wealth Management, LLC
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Financial Gravity Companies, Inc.
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Retirement Planning Group, Llc / Ny
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BRYN MAWR TRUST Co
|
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|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
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|
|
|
|
Squarepoint Ops LLC
|
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|
|
|
1st Source Bank
|
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|
Clearview Wealth Advisors LLC
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Tyler-Stone Wealth Management
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Winebrenner Capital Management Llc
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Etesian Wealth Advisors, Inc.
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WealthPlan Investment Management, LLC
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Russell Investments Group, Ltd.
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Element Wealth, LLC
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Drive Wealth Management, Llc
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Nuveen, LLC
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Curio Wealth, Llc
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Stanich Group LLC
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J.w. Cole Advisors, Inc.
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Valued Wealth Advisors LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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|
Kennedy Investment Group
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|
Keystone Financial Services
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Pacific Wealth Management
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Mutual Advisors, LLC
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Syntax Research, Inc.
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U.S. Capital Wealth Advisors, LLC
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Alteri Wealth LLC
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|
|
|
Winthrop Capital Management, LLC
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|
|
Buckingham Strategic Partners
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
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RDA Financial Network
|
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Corundum Group, Inc.
|
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|
|
|
|
Gibbs Wealth Management
|
|
|
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WASHINGTON TRUST Co
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
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Asset Advisors Investment Management, LLC
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|
Per Stirling Capital Management, LLC.
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Firethorn Wealth Partners, Llc
|
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Van Hulzen Asset Management, LLC
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|
|
|
|
Level Four Advisory Services, Llc
|
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|
|
|
Putnam Fl Investment Management Co
|
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|
|
Beverly Hills Private Wealth, LLC
|
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|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
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|
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|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
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|
|
|
Carnegie Capital Asset Management, LLC
|
|
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|
|
|
Concurrent Investment Advisors, LLC
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Farther Finance Advisors, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
SigFig Wealth Management, LLC
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Fedenia Advisers LLC
|
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|
Karpus Management, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Wesbanco Bank Inc
|
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|
Icon Wealth Advisors, LLC
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Semmax Financial Advisors Inc.
|
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Permanent Capital Management, LP
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|
Shore Point Advisors, LLC
|
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|
|
|
|
Dohj, Llc
|
|
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|
|
Market Street Wealth Management Advisors Llc
|
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|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CNB Bank
|
|
|
|
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|
Latitude Advisors, LLC
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|
Global Trust Asset Management, LLC
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|
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Team Financial Group, LLC
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BridgePort Financial Solutions, LLC
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Harbour Investments, Inc.
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NorthRock Partners, LLC
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Fmr Llc
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|
Fort Point Capital Partners LLC
|
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|
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|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Hicks Capital Management Llc
|
|
|
|
|
|
FLSJX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2050 Retirement Target Fund Class A
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Avestar Capital, LLC
|
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|
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|
Argent Trust Co
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
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|
|
|
|
Klingman & Associates, LLC
|
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|
|
|
|
Perennial Investment Advisors, LLC
|
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|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Assetmark, Inc
|
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|
|
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|
Pensionmark Financial Group, Llc
|
|
|
|
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|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
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|
Main Street Group, LTD
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|
Kelly Financial Group Llc
|
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|
UMA Financial Services, Inc.
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|
Weaver Consulting Group
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|
Clark Capital Management Group, Inc.
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Baker Avenue Asset Management, LP
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Dorsey & Whitney Trust CO LLC
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|
Westside Investment Management, Inc.
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|
Copperleaf Capital, LLC
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|
Adamsbrown Wealth Consultants Llc
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|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
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|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
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|
|
|
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|
Veracity Capital LLC
|
|
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|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
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|
|
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|
Patton Albertson Miller Group, Llc
|
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|
|
|
|
RFG Advisory, LLC
|
|
|
|
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|
Northern Trust Corp
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|
Theory Financial Llc
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|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
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|
Bank Of Montreal /can/
|
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|
Alpha Financial Partners, LLC
|
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|
|
Ronald Blue Trust, Inc.
|
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|
|
|
|
Salomon & Ludwin, LLC
|
|
|
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|
|
Midwest Trust Co
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Private Client Services, Llc
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Pasadena Private Wealth, LLC
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|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
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|
Ade, Llc
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|
|
Wealth Alliance
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
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|
Traynor Capital Management, Inc.
|
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|
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|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Heritage Wealth Architects, Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
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|
|
|
|
Fairman Group, LLC
|
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|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
MB Generational Wealth, LLC
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
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|
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United Community Bank
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Beese Fulmer Investment Management, Inc.
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GeoWealth Management, LLC
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First Heartland Consultants, Inc.
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Crewe Advisors LLC
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Founders Financial Alliance, LLC
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Arlington Trust Co LLC
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Prudent Man Investment Management, Inc.
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Oversea-Chinese Banking CORP Ltd
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Principle Wealth Partners Llc
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Leo Wealth, LLC
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Catalyst Financial Partners Llc
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Glenmede Investment Management, LP
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Tcfg Wealth Management, Llc
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LRI Investments, LLC
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Duncan Williams Asset Management, LLC
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BKD Wealth Advisors, LLC
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Sharp Financial Services, LLC
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Financial Advocates Investment Management
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Allworth Financial LP
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Bartlett & Co. Wealth Management Llc
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Cannon Financial Strategists, Inc.
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Bridgewealth Advisory Group, LLC
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Jacobi Capital Management LLC
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Brown Brothers Harriman & Co
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Apollon Financial, LLC
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Cozad Asset Management Inc
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Barnes Wealth Management Group, Inc
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Crown Wealth Group, LLC
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SPC Financial, Inc.
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Central Pacific Bank - Trust Division
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Activest Wealth Management
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Financial Network Wealth Management LLC
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Verum Partners LLC
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BCS Wealth Management
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Focus Financial Network, Inc.
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Lpwm Llc
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Everpar Advisors Llc
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Fragasso Group Inc.
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Strengthening Families & Communities, LLC
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Wise Wealth Partners
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KWB Wealth
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Tanglewood Legacy Advisors, LLC
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Pinnacle Wealth Management Group, Inc.
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NWF Advisory Services Inc.
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Axxcess Wealth Management, Llc
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Goldman Sachs Group Inc
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Almanack Investment Partners, LLC.
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Clarity Capital Partners LLC
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Moss Adams Wealth Advisors LLC
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CIBC World Markets Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Mcmorgan & Co Llc
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Cerity Partners LLC
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RMG Wealth Management LLC
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Beacon Wealthcare LLC
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First Citizens Bank & Trust Co
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Hanlon Investment Management, Inc.
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Formidable Asset Management, LLC
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Elevate Capital Advisors, LLC
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IAG Wealth Partners, LLC
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Bank Julius Baer & Co. Ltd, Zurich
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Wharton Business Group, LLC
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Cornerstone Wealth Management, LLC
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Tobias Financial Advisors, Inc.
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Healthcare Of Ontario Pension Plan Trust Fund
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Cheviot Value Management, LLC
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Archer Investment Management, LLC
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Well Done, LLC
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Truist Financial Corp
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Marshall & Sterling Wealth Advisors Inc.
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Guided Capital Wealth Management, LLC
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Global Financial Private Client, LLC
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Evergreen Wealth Solutions, LLC
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Kingswood Wealth Advisors, Llc
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Robinson Smith Wealth Advisors Llc
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Summit Wealth Partners, LLC
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Hsbc Holdings Plc
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Oliver Lagore Vanvalin Investment Group
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TFG Advisers LLC
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Murphy & Mullick Capital Management Corp
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Grimes & Company, Inc.
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Royal Bank Of Canada
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Clarendon Private LLC
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Huntington National Bank
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ArborFi Advisors, LLC
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Advisory Services Network, LLC
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OneAscent Family Office, LLC
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Clarity Financial LLC
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Commonwealth Retirement Investments LLC
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Savvy Advisors, Inc.
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Harbor Investment Advisory, Llc
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GPS Wealth Strategies Group, LLC
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Connecticut Wealth Management, LLC
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Apex Wealth Management, LLC
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Fwl Investment Management, Llc
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Sigma Planning Corp
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NorthCrest Asset Manangement, LLC
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Mayflower Financial Advisors, LLC
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Valley National Advisers Inc
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Brass Tax Wealth Management, Inc
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Western Financial Corp/CA
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Fiduciary Trust Co
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FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C
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Qrg Capital Management, Inc.
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McNaughton Wealth Management, LLC
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Rsm Us Wealth Management Llc
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Frank, Rimerman Advisors LLC
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Advocacy Wealth Management Services, LLC
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Capital Investment Counsel, Inc
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Whalerock Point Partners, Llc
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Blue Rock Wealth Management LLC
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First Hawaiian Bank
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Schrum Private Wealth Management LLC
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Stifel Financial Corp
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Miracle Mile Advisors, LLC
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Oregon Pacific Wealth Management, LLC
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Capital Investment Advisors, LLC
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Purkiss Capital Advisors LLC
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LVW Advisors, LLC
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Venturi Wealth Management, LLC
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Ameriflex Group, Inc.
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Syntegra Private Wealth Group, LLC
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Unique Wealth, Llc
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International Private Wealth Advisors LLC
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Willis Johnson & Associates, Inc.
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Raab & Moskowitz Asset Management LLC
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Balentine LLC
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Insigneo Advisory Services, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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Custom Index Systems, Llc
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Alerus Financial Na
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Colonial Trust Advisors
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O'shaughnessy Asset Management, Llc
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Maridea Wealth Management LLC
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Boston Trust Walden Corp
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Envision Financial Planning, LLC
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Ashton Thomas Private Wealth, LLC
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Horan Securities, Inc.
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Evergreen Capital Management Llc
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HHM Wealth Advisors, LLC
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Symphony Financial Services, Inc.
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Marino, Stram & Associates Llc
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Envestnet Asset Management Inc
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Bbr Partners, Llc
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Maple Capital Management, Inc.
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Jpmorgan Chase & Co
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Tfo-tdc, Llc
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WFA of San Diego, LLC
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American National Bank
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TCI Wealth Advisors, Inc.
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Savant Capital, LLC
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Integral Investment Advisors, Inc.
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Duncker Streett & Co Inc
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Panoramic Investment Advisors, Llc
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Acorn Wealth Advisors, LLC
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Snowden Capital Advisors LLC
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Elios Financial Group Inc.
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Lodestone Wealth Management LLC
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Evoke Wealth, Llc
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Claro Advisors LLC
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Holistic Planning, LLC
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Crestwood Advisors Group LLC
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Matauro, Llc
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First Command Advisory Services, Inc.
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Calamos Wealth Management LLC
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Naples Global Advisors, Llc
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Yoder Wealth Management, Inc.
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Summit Financial, LLC
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Sonoma Private Wealth LLC
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Avantax Advisory Services, Inc.
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Pallas Capital Advisors LLC
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180 Wealth Advisors, Llc
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Morris Retirement Advisors, LLC
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TruNorth Capital Management, LLC
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FLP Wealth Management, LLC
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Centennial Bank/AR/
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Triad Wealth Partners, LLC
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Freestone Capital Holdings, LLC
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PFG Private Wealth Management, LLC
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MN Wealth Advisors, LLC
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HBW Advisory Services LLC
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Hobbs Group Advisors, LLC
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Wealthquest Corp
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Violich Capital Management, Inc.
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4J Wealth Management LLC
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Rosenberg Matthew Hamilton
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American Capital Advisory, LLC
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Flywheel Private Wealth LLC
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Fort Sheridan Advisors Llc
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Cardinal Point Capital Management, ULC
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Beacon Financial Group
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BOS Asset Management, LLC
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Family Management Corp
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Bailard, Inc.
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MEMBERS Trust Co
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Old National Bancorp /in/
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Accredited Wealth Management, LLC
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Marshall Financial Group LLC
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Flow Traders U.s. Llc
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Neuberger Berman Group LLC
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Barclays Plc
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Waypoint Wealth Partners Inc.
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Fortress Private Ledger, Llc
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Indiana Trust & Investment Management CO
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TD Waterhouse Canada Inc.
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|
FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class
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GFG Capital, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Florida Financial Advisors, Llc
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Atlas Private Wealth Advisors
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United Advisor Group, LLC
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Palo Alto Wealth Advisors, Llc
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Garde Capital, Inc.
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Atlantic Edge Private Wealth Management, LLC
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New Century Financial Group, LLC
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JustInvest LLC
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Hm Payson & Co
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Cherry Tree Wealth Management, LLC
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Catalina Capital Group, LLC
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Armis Advisers, LLC
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Blue Bell Private Wealth Management, Llc
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ProVise Management Group, LLC
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Cape Investment Advisory, Inc.
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Islay Capital Management, Llc
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Koshinski Asset Management, Inc.
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Armstrong Advisory Group, Inc
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First Horizon Advisors, Inc.
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Atomi Financial Group, Inc.
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Jones Financial Companies Lllp
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InTrack Investment Management Inc
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Riverbend Wealth Management, LLC
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Regimen Wealth, Llc
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|
Wolff Wiese Magana Llc
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|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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Bestgate Wealth Advisors, LLC
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|
Waddell & Associates, Llc
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|
Cresset Asset Management, LLC
|
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|
|
FLTFX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2055 Retirement Target Fund Class A
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|
Fisher Asset Management, LLC
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Richard Bernstein Advisors LLC
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Glenmede Trust Co Na
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Kickstand Ventures, Llc.
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Vestmark Advisory Solutions, Inc.
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Schroder Investment Management Group
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PineBridge Investments, L.P.
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ONE Advisory Partners, LLC
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Trilogy Capital Inc.
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Centaurus Financial, Inc.
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Mesirow Financial Investment Management, Inc.
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Root Financial Partners, LLC
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Beacon Financial Planning, Inc
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Signal Advisors Wealth, LLC
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MBL Wealth, LLC
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|
Parsons Capital Management Inc/ri
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Dynasty Wealth Management, Llc
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Strategies Wealth Advisors, LLC
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Lionsbridge Wealth Management LLC
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|
Sweeney & Michel, Llc
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WealthTrak Capital Management LLC
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Schoolcraft Capital LLC
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Copley Financial Group, Inc.
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Farrell Financial LLC
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360 Financial, Inc.
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Provident Investment Management, Inc.
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Baron Wealth Management LLC
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Seacrest Wealth Management, Llc
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|
Kestra Investment Management, LLC
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Exchange Traded Concepts, Llc
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Sound Financial Strategies Group, LLC
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Citizens National Bank Trust Department
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Coordinated Financial Services, Inc.
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|
Meridian Wealth Partners, LLC
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|
Greenwood Gearhart Inc
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|
Haverford Trust Co
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|
Tempus Wealth Planning, LLC
|
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|
Nbt Bank N A /ny
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|
Capital A Wealth Management, LLC
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|
Clearwater Capital Advisors, LLC
|
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|
Comerica Bank
|
|
|
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|
Spire Wealth Management
|
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|
Two Sigma Investments, Lp
|
|
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|
Brookwood Investment Group LLC
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Lantern Wealth Advisors, LLC
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FSA Advisors, Inc.
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Orion Capital Management LLC
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Baird Financial Group, Inc.
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Ferguson Wellman Capital Management, Inc
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Mill Creek Capital Advisors, LLC
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|
Aspire Private Capital, LLC
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|
Noble Wealth Management PBC
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|
Foster Dykema Cabot & Partners, Llc
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|
Abundance Wealth Counselors
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|
Sofos Investments, Inc.
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|
Vision Capital Management, Inc.
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Wealth Group Ltd
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|
TKG Advisors, LLC
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|
Austin Private Wealth, LLC
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|
Goodman Financial Corp
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|
Umb Bank N A/mo
|
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|
Novem Group
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|
Lebenthal Global Advisors, LLC
|
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|
Kings Path Partners LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
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Presilium Private Wealth, Llc
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Signature Securities Group Corporation
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Signet Financial Management, Llc
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Interchange Capital Partners, LLC
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Scissortail Wealth Management, LLC
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Tower Research Capital LLC (TRC)
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Liberty Square Wealth Partners Llc
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Bridges Investment Management Inc
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Raymond James Financial Inc
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Summit Trail Advisors, Llc
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Csenge Advisory Group
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Howe & Rusling Inc
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Migdal Insurance & Financial Holdings Ltd.
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Tme Financial, Inc.
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Versant Capital Management, Inc
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N.E.W. Advisory Services LLC
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Gemmer Asset Management LLC
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Provident Wealth Management, LLC
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MGB Wealth Management, LLC
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Philadelphia Trust Co
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Morris Financial Concepts, Inc.
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Rogco, Lp
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Two West Capital Advisors LLC
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Natixis Advisors, L.p.
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Sightline Wealth Advisors, LLC
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Capital Advisors, Ltd. LLC
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Glen Eagle Advisors, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
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Principal Securities, Inc.
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Ethos Financial Group, LLC
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Wade Financial Advisory, Inc
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Tolleson Wealth Management, Inc.
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Bangor Savings Bank
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Swp Financial Llc
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Financial Partners Group, Inc
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Ackerman Capital Advisors, LLC
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MONECO Advisors, LLC
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AdvisorNet Financial, Inc
|
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EdgeRock Capital LLC
|
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MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
|
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|
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Klingenstein Fields & Co Lp
|
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Gotham Asset Management, LLC
|
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Silverlake Wealth Management Llc
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Greenleaf Trust
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Goldstein Advisors, LLC
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Dunhill Financial, LLC
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Commonwealth Financial Services, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
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VSM Wealth Advisory, LLC
|
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Empire Life Investments Inc.
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M&t Bank Corp
|
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AlphaCore Capital LLC
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First Trust Advisors Lp
|
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Wells Financial Advisors INC
|
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Consolidated Portfolio Review Corp
|
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|
Mjp Associates Inc /adv
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Kendall Capital Management
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CFS Investment Advisory Services, LLC
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Shum Financial Group, Inc.
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Signature Resources Capital Management, LLC
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Aqr Capital Management Llc
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Nwam Llc
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Tortoise Investment Management, LLC
|
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Tompkins Financial Corp
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VGI Partners Ltd
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Providence Capital Advisors, LLC
|
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Ridgeline Wealth, LLC
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Soltis Investment Advisors LLC
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Lineweaver Wealth Advisors, LLC
|
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|
Firestone Capital Management
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Optivise Advisory Services LLC
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|
Boreal Capital Management LLC
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Nations Financial Group Inc, /ia/ /adv
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Fifth Third Securities, Inc.
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Lifeworks Advisors, LLC
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FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class
|
|
|
|
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|
Colton Groome Financial Advisors, Llc
|
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|
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|
New England Private Wealth Advisors LLC
|
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|
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Journey Advisory Group, LLC
|
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|
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|
CIBC Private Wealth Group, LLC
|
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Cyndeo Wealth Partners, LLC
|
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|
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Amplius Wealth Advisors, LLC
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NCM Capital Management, LLC
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North Capital, Inc.
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GSB Wealth Management, LLC
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Jane Street Group, Llc
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|
Trail Ridge Investment Advisors, LLC
|
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|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
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|
|
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|
DAVENPORT & Co LLC
|
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|
|
|
Wellington Shields Capital Management, LLC
|
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|
Meridian Financial Partners LLC
|
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|
Clear Creek Financial Management, LLC
|
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|
Capital Asset Advisory Services LLC
|
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|
Orion Portfolio Solutions, LLC
|
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|
Kovitz Investment Group Partners, LLC
|
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|
RCS Financial Planning, LLC
|
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|
Concorde Asset Management, LLC
|
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|
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|
MSH Capital Advisors LLC
|
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|
|
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|
Trace Wealth Advisors, LLC
|
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|
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|
Annex Advisory Services, LLC
|
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|
One Wealth Capital Management, Llc
|
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|
Wsfs Capital Management, Llc
|
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|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
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|
|
|
Brandywine Oak Private Wealth Llc
|
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|
|
|
|
49 Wealth Management, Llc
|
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|
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|
StrongBox Wealth, LLC
|
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|
Fortress Financial Group, Llc
|
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|
Performa Ltd (US), LLC
|
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|
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|
PKS Advisory Services, LLC
|
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|
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|
Sculati Wealth Management, LLC
|
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|
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|
Beacon Pointe Advisors, LLC
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Simon Quick Advisors, Llc
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Investment Planning Advisors, Inc.
|
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|
Rothschild Investment Llc
|
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Victory Financial Group, Llc
|
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Emerald Investment Partners, Llc
|
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|
White Lighthouse Investment Management Inc.
|
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|
Blair William & Co/il
|
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|
Colonial Trust Co / SC
|
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|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
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|
|
|
Sterling Investment Counsel, LLC
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
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|
|
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|
Wescott Financial Advisory Group, LLC
|
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|
Vontobel Holding Ltd.
|
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|
Foundations Investment Advisors, LLC
|
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|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
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|
Fortis Advisors, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
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Bristlecone Advisors, LLC
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|
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|
GW&K Investment Management, LLC
|
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|
Vise Technologies, Inc.
|
|
|
|
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|
Sharkey, Howes & Javer
|
|
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Indie Asset Partners, LLC
|
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|
|
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|
Prospera Financial Services Inc
|
|
|
|
|
|
Foundry Financial Group, Inc.
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
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|
|
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|
Lindbrook Capital, Llc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
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|
Lake Street Financial Llc
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|
Bank Of Nova Scotia
|
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|
Stonebrook Private Inc.
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|
Kovack Advisors, Inc.
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|
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|
Vermillion Wealth Management, Inc.
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HighTower Advisors, LLC
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|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
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|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
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|
Spectrum Wealth Counsel, LLC
|
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|
LifePlan Investment Advisors, Inc.
|
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|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Benningfield Financial Advisors, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Elevation Capital Advisory, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
ADG Wealth Management Group, LLC
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Smithfield Trust Co
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Diversify Advisory Services, LLC
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Sollinda Capital Management LLC
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Mascoma Wealth Management LLC
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Diversified Enterprises, LLC
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DHK Financial Advisors, Inc.
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Resources Investment Advisors, LLC.
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Tritonpoint Wealth, Llc
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Delta Asset Management Llc/tn
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Nan Shan Life Insurance Co., Ltd.
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Bessemer Group Inc
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Post Resch Tallon Group Inc.
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Fairvoy Private Wealth, LLC
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Midwestern Financial, LLC /IA
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Clear Investment Research, Llc
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Sanchez Wealth Management Group
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IFP Advisors, Inc
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Garrett Wealth Advisory Group, LLC
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Sax Wealth Advisors, Llc
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Key FInancial Inc
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Moment Partners, LLC
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Sound Income Strategies, LLC
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Beacon Financial Advisory LLC
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Millstone Evans Group, LLC
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Aries Wealth Management
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Wealthbridge Capital Management, Llc
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CoreCap Advisors, LLC
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Manning & Napier Advisors Llc
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Monograph Wealth Advisors, Llc
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Lowe Brockenbrough & Co Inc
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TCTC Holdings, LLC
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Divergent Planning, LLC
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Agf Management Ltd
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Keybank National Association/oh
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Altfest L J & Co Inc
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Boston Private Wealth Llc
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Accredited Investor Services, Llc
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Brown Advisory Inc
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Halbert Hargrove Global Advisors, Llc
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Kestra Advisory Services, LLC
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AllSquare Wealth Management LLC
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CVA Family Office, LLC
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Allie Family Office LLC
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Eldridge Investment Advisors, Inc.
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Relyea Zuckerberg Hanson LLC
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MBA Advisors LLC
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Operose Advisors LLC
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D'Orazio & Associates, Inc.
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Cetera Investment Advisers
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Bulltick Wealth Management, LLC
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Smallwood Wealth Investment Management, LLC
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Edge Financial Advisors LLC
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Compass Ion Advisors, LLC
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Sage Mountain Advisors LLC
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Ibex Wealth Advisors
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Golden State Wealth Management, LLC
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BankPlus Trust Department
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Buttonwood Financial Group, LLC
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Skopos Labs, Inc.
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JGP Wealth Management, LLC
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Mosaic Advisors LLC
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Skyline Advisors, Inc.
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Atlantic Union Bankshares Corp
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Vanguard Group Inc
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Ausdal Financial Partners, Inc.
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Private Trust Co Na
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Robertson Stephens Wealth Management, LLC
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M1 Capital Management LLC
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Gw Henssler & Associates Ltd
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Mark Sheptoff Financial Planning, Llc
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RMR Capital Management, LLC
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Essex Savings Bank
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ShoreHaven Wealth Partners, LLC
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McAdam, LLC
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Center for Financial Planning, Inc.
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Financial Insights, Inc.
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PMG Wealth Management, Inc.
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Wealthcare Advisory Partners LLC
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New England Professional Planning Group Inc.
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We Are One Seven, LLC
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Ipsen Advisor Group LLC
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Catalyst Capital Advisors LLC
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BancorpSouth Bank
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GWM Advisors LLC
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Prasad Wealth Partners, LLC
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Us Financial Advisors, Llc
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Sandy Spring Bank
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Fiduciary Alliance LLC
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Walkner Condon Financial Advisors LLC
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TSA Wealth Managment LLC
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Palisade Asset Management, LLC
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Tarbox Family Office, Inc.
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Sequent Planning LLC
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Vermillion & White Wealth Management Group, LLC
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Leuthold Group, Llc
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Fermata Advisors, LLC
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TT Capital Management LLC
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Y.D. More Investments Ltd
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5T Wealth, LLC
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Logan Capital Management Inc
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Anchor Investment Management, LLC
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Tacita Capital Inc
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Empirical Asset Management, LLC
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First Manhattan Co
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Northwest Capital Management Inc
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Caisse De Depot Et Placement Du Quebec
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Unison Advisors LLC
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Barings Llc
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Schwab Charitable Fund
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Jmac Enterprises Llc
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Avidian Wealth Solutions, LLC
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Bedel Financial Consulting, Inc.
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Accurate Wealth Management, LLC
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Community Financial Services Group, LLC
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Pines Wealth Management, LLC
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Opulen Financial Group LLC
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Ironvine Capital Partners, LLC
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MBE Wealth Management, LLC
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Parkworth Wealth Management, Inc.
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Lansing Street Advisors
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Cornerstone Wealth Group, LLC
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Allstate Corp
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LaSalle St. Investment Advisors, LLC
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Cwm, Llc
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Confluence Wealth Services, Inc.
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Salem Investment Counselors Inc
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Cvfg Llc
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Sawyer & Company, Inc
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Oak Harbor Wealth Partners, Llc
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Bank of New York Mellon Corp
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Ryan Investment Management, Inc.
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Itau Unibanco Holding S.A.
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Safeguard Investment Advisory Group, LLC
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Consolidated Planning Corp
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CFO4Life Group, LLC
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Shira Ridge Wealth Management
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Hoey Investments, Inc
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Johnson Investment Counsel Inc
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Watts Gwilliam & Co., LLC
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FourThought Financial Partners, LLC
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Raub Brock Capital Management LP
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AE Wealth Management LLC
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Kmg Fiduciary Partners, Llc
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Front Row Advisors LLC
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King Luther Capital Management Corp
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Blue Edge Capital, LLC
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MKT Advisors LLC
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Zions Bancorporation, National Association /ut/
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Gradient Investments LLC
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Diversified Portfolios, Inc.
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Keebeck Wealth Management, LLC
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Fulton Bank, N.a.
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Trust Co Of Toledo Na /oh/
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SOUTH STATE Corp
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WPG Advisers, LLC
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Rollins Financial Advisors, LLC
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Abound Wealth Management
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Tudor Investment Corp Et Al
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Copia Wealth Management
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Center For Asset Management LLC
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Financial Advisory Service, Inc.
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Global Wealth Strategies & Associates
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FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class
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Yukon Wealth Management, Inc.
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|
Commerce Bank
|
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Premier Path Wealth Partners, LLC
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Arete Wealth Advisors, LLC
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Northside Capital Management, LLC
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Parkwoods Wealth Partners, LLC
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CENTRAL TRUST Co
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Keener Financial Planning LLC
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Financial Management Professionals, Inc.
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Old Second National Bank Of Aurora
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Stark Wealth Management LLC
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Vista Investment Management
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BOK Financial Private Wealth, Inc.
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Legacy Investment Solutions, LLC
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Bokf, Na
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Belpointe Asset Management LLC
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Facet Wealth, Inc.
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Ritholtz Wealth Management
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Retirement Planning Group
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Field & Main Bank
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Gateway Wealth Partners, LLC
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JB Capital LLC
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Investment Advisory Group, LLC
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Camden Capital, LLC
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Paladin Wealth, LLC
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Flagship Harbor Advisors, Llc
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Sunbelt Securities, Inc.
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Hobart Private Capital, LLC
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Client 1st Advisory Group, Llc
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Parkside Financial Bank & Trust
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Ethic Inc.
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Rehmann Capital Advisory Group
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Verus Capital Partners, Llc
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Leslie Global Wealth, LLC
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Alliancebernstein L.p.
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Pinnacle Family Advisors, LLC
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Barrett & Company, Inc.
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Certus Wealth Management, LLC
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KC Investment Advisors, LLC
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Financial Advisors, LLC
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ORG Wealth Partners, LLC
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|
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Painted Porch Advisors LLC
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Cynosure Management, Llc
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Reyes Financial Architecture, Inc.
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First Citizens Financial Corp
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Solstein Capital, LLC
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|
St Germain D J Co Inc
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|
FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A
|
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|
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|
Bernardo Wealth Planning LLC
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|
IHT Wealth Management, LLC
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True North Advisors, LLC
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West Wealth Group, LLC
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David R. Rahn & Associates Inc.
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Nbc Securities, Inc.
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Wealth Management Associates, Inc.
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Us Bancorp \de\
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HighMark Wealth Management LLC
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Mirae Asset Global Investments Co., Ltd.
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|
Hoese & Co LLP
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GK Wealth Management LLC
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Farmers & Merchants Investments Inc
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Fortune Financial Advisors, LLC
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Creative Financial Designs Inc /adv
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Gilliland Jeter Wealth Management LLC
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Cfm Wealth Partners Llc
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G&S Capital LLC
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HORAN Wealth, LLC
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EPG Wealth Management LLC
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Lockerman Financial Group, Inc.
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Galvin, Gaustad & Stein, LLC
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Hemington Wealth Management
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Connable Office Inc
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Hoxton Planning & Management, LLC
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Empower Advisory Group, LLC
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Balance Wealth, LLC
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Triumph Capital Management
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Kraft, Davis & Associates, LLC
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|
DYNI - ETF Opportunities Trust - IDX DYNAMIC INNOVATION ETF
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|
Mayfair Advisory Group, LLC
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|
First Foundation Advisors
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Carr Financial Group Corp
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Worth Financial Advisory Group, LLC
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|
Colony Group, LLC
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|
Brighton Jones Llc
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|
FTTAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2045 Retirement Target Fund CLASS A
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|
Meridian Investment Counsel Inc.
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|
Ardent Capital Management, Inc.
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Chilton Investment Co Llc
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Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
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|
Viawealth, Llc
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|
Quantinno Capital Management LP
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Flagship Private Wealth, LLC
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|
Montag A & Associates Inc
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Citadel Advisors Llc
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Chicago Partners Investment Group LLC
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|
Valence8 US LP
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WJ Wealth Management, LLC
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Johnson Financial Group, LLC
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Guardian Wealth Advisors, Llc / Nc
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Motco
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Tradewinds, LLC.
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FSR Wealth Management Ltd.
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Arcadia Wealth Management, LLC
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FLC Capital Advisors
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PBMares Wealth Management LLC
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MTM Investment Management, LLC
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Wood Tarver Financial Group, LLC
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Altus Wealth Group LLC
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BlackDiamond Wealth Management Inc.
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|
Titleist Asset Management, Llc
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|
State Of Michigan Retirement System
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Liberty Wealth Management Llc
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Ullmann Financial Group, Inc.
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|
Richmond Investment Services, LLC
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Founders Financial Securities Llc
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|
Avion Wealth
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|
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|
10Elms LLP
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|
S&t Bank/pa
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|
Cornerstone Advisors Asset Management, Inc
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|
HMV Wealth Advisors, LLC
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Jackson Thornton Asset Management, Llc
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|
Timonier Family Office, LTD.
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Gladstone Institutional Advisory LLC
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Milestone Investment Advisors LLC
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|
Rps Advisory Solutions Llc
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|
Garrett Investment Advisors LLC
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|
Federation des caisses Desjardins du Quebec
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|
New Republic Capital, LLC
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|
SG Americas Securities, LLC
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Chancellor Financial Group WB LP
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Lion Street Advisors, LLC
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Hughes Financial Services, LLC
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Advisors Capital Management, LLC
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Haverford Financial Services, Inc.
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Inscription Capital, LLC
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Raleigh Capital Management Inc.
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Wealthfront Advisers Llc
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Cable Hill Partners, LLC
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Horizon Investments, LLC
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Newbridge Financial Services Group, Inc.
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FineMark National Bank & Trust
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|
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Eq Llc
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Bogart Wealth, LLC
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Western Pacific Wealth Management, LP
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Nordwand Advisors, LLC
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Legacy Capital Wealth Partners, LLC
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Ssi Investment Management Llc
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Opal Wealth Advisors, LLC
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Mariner, LLC
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Pinnacle Wealth Planning Services, Inc.
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Beaumont Financial Advisors, LLC
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High Falls Advisors, Inc
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Zhang Financial LLC
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Cove Private Wealth, LLC
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Private Advisor Group, LLC
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Gallagher Fiduciary Advisors, LLC
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Susquehanna International Group, Llp
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Actinver Wealth Management, Inc.
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Regatta Capital Group, Llc
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Inspire Advisors, LLC
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Paulson Wealth Management Inc.
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Allen Capital Group, LLC
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Monticello Wealth Management, Llc
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Equitable Holdings, Inc.
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Investors Research Corp
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Quotient Wealth Partners, LLC
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Dakota Wealth Management
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Mercer Global Advisors Inc /adv
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Citizens Financial Group Inc/ri
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Partners Capital Investment Group, Llp
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MA Private Wealth
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Horst & Graben Wealth Management LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service
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M3 Advisory Group, LLC
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Wbh Advisory Inc
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EverSource Wealth Advisors, LLC
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Bragg Financial Advisors, Inc
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Creekside Partners
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IPG Investment Advisors LLC
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Moors & Cabot, Inc.
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Peapack Gladstone Financial Corp
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W Advisors, Llc
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Cowa, Llc
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Rialto Wealth Management, LLC
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