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Hancock Whitney Corp
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Aspiring Ventures, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Jones Financial Companies Lllp
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Nbc Securities, Inc.
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Cranbrook Wealth Management, LLC
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Atlantic Union Bankshares Corp
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Skopos Labs, Inc.
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Strive Asset Management, LLC
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Index Fund Advisors, Inc.
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Kathmere Capital Management, LLC
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Geneos Wealth Management Inc.
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Huntington National Bank
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
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Ieq Capital, Llc
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Lido Advisors, LLC
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Capital A Wealth Management, LLC
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Marshall Financial Group Inc /adv
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Murphy & Mullick Capital Management Corp
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Nicholas Hoffman & Company, LLC.
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NorthCrest Asset Manangement, LLC
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LPF Advisors LLC
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Pnc Financial Services Group, Inc.
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Fonville Wealth Management LLC
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EverSource Wealth Advisors, LLC
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CIBC Private Wealth Group, LLC
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SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
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Guardian Wealth Advisors, Llc / Nc
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Carter Financial Group, INC.
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Solstein Capital, LLC
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Oakwell Private Wealth Management, LLC
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Ifrah Financial Services, Inc.
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Blair William & Co/il
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Cresset Asset Management, LLC
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Dunhill Financial, LLC
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Simon Quick Advisors, Llc
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American Century Companies Inc
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Collective Family Office Llc
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Beacon Pointe Advisors, LLC
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Jfs Wealth Advisors, Llc
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Walkner Condon Financial Advisors LLC
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Wagner Wealth Management, Llc
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Addison Advisors LLC
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Morgan Stanley
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Pin Oak Investment Advisors Inc
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Wedmont Private Capital
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Quest 10 Wealth Builders, Inc.
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Valmark Advisers, Inc.
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CVA Family Office, LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Brand Asset Management Group, Inc.
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Cabot Wealth Management Inc
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Financial Management Professionals, Inc.
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Transce3nd, LLC
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Chesley Taft & Associates LLC
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Hrt Financial Lp
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Cullen/frost Bankers, Inc.
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Seacrest Wealth Management, Llc
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Noble Family Wealth, LLC
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Integrated Wealth Concepts LLC
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Key FInancial Inc
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SOL Capital Management CO
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Farther Finance Advisors, LLC
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Advisory Alpha, LLC
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Northwestern Mutual Wealth Management Co
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Eaton Financial Holdings Company, LLC
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Tower Research Capital LLC (TRC)
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Cahill Financial Advisors Inc
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White Lighthouse Investment Management Inc.
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Traub Capital Management LLC
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Tradewinds Capital Management, LLC
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Integrity Financial Corp /WA
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Charles Schwab Trust Co
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Howe & Rusling Inc
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Texas Yale Capital Corp.
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IVC Wealth Advisors LLC
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Aptus Capital Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Commerce Bank
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O'shaughnessy Asset Management, Llc
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GW&K Investment Management, LLC
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HORAN Wealth, LLC
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SYM FINANCIAL Corp
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Salomon & Ludwin, LLC
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Private Capital Management Llc
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Assetmark, Inc
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Capital Analysts, Inc.
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Seneca Financial Advisors LLC
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Life Planning Partners, Inc
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Divergent Planning, LLC
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Rothschild Investment Llc
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Johnson Financial Group, LLC
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Atomi Financial Group, Inc.
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Crewe Advisors LLC
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IMA Wealth, Inc.
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Procyon Private Wealth Partners, LLC
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Quadrant Capital Group Llc
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First Community Trust Na
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JDM Financial Group LLC
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AE Wealth Management LLC
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Raymond James Financial Inc
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Citigroup Inc
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Maryland Capital Advisors Inc.
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Northwest Capital Management Inc
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Financial Advisory Service, Inc.
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Mml Investors Services, Llc
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GAMMA Investing LLC
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Iron Horse Wealth Management, LLC
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Guardian Financial Partners, LLC
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Keener Financial Planning LLC
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Summit Financial, LLC
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Wood Tarver Financial Group, LLC
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Golden State Wealth Management, LLC
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Sax Wealth Advisors, Llc
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Ameriprise Financial Inc
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Ballentine Capital Advisors, Inc
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Blue Bell Private Wealth Management, Llc
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Stewardship Advisors, LLC
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Parallel Advisors, LLC
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Pure Financial Advisors, Inc.
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Koshinski Asset Management, Inc.
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Seven Springs Wealth Group, LLC
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CSM Advisors, LLC
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Ameritas Advisory Services, LLC
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Russell Investments Group, Ltd.
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Hazlett, Burt & Watson, Inc.
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TFC Financial Management
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Franklin Resources Inc
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MAI Capital Management
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Tiaa Trust, National Association
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Summit Financial Strategies, Inc.
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Brucke Financial, Inc.
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JFG Wealth Management, LLC
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DHJJ Financial Advisors, Ltd.
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Tempus Wealth Planning, LLC
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GWM Advisors LLC
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Upper Left Wealth Management, LLC
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Foster Group, Inc.
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Vista Capital Partners, Inc.
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Dorsey & Whitney Trust CO LLC
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Bell Investment Advisors, Inc
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Rsm Us Wealth Management Llc
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Graney & King, LLC
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Atlas Capital Advisors Llc
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CENTRAL TRUST Co
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OneAscent Financial Services LLC
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King Luther Capital Management Corp
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Lantz Financial LLC
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Zrc Wealth Management, Llc
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United Capital Financial Advisers, Llc
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Concurrent Investment Advisors, LLC
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Savant Capital, LLC
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Cerity Partners LLC
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L2 Asset Management, LLC
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Harbour Investments, Inc.
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Savvy Advisors, Inc.
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NorthRock Partners, LLC
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K2 Financial Inc.
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EP Wealth Advisors, Inc.
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Atlantic Trust, LLC
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McLean Asset Management Corp
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SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
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Brown, Lisle/cummings, Inc.
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Cwm, Llc
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Richardson Capital Management LLC
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Stifel Financial Corp
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Black Diamond Financial, LLC
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Abound Wealth Management
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FSA Wealth Management LLC
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Envestnet Asset Management Inc
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Dopkins Wealth Management, Llc
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Busey Wealth Management
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Clune & Associates, Ltd.
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St. Louis Trust Co
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eCIO, Inc.
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Invesco Ltd.
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AlphaCore Capital LLC
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Advisory Services Network, LLC
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Christensen, King & Associates Investment Services, Inc.
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GeoWealth Management, LLC
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Coordinated Financial Services, Inc.
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MBL Wealth, LLC
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Sequoia Financial Advisors, LLC
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TT Capital Management LLC
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Evergreen Capital Management Llc
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Cloud Capital Management, LLC
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Mogy Joel R Investment Counsel Inc
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Moisand Fitzgerald Tamayo, LLC
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Future Fund LLC
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GPS Wealth Strategies Group, LLC
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Duncker Streett & Co Inc
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Act Wealth Management, Llc
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Fund Evaluation Group, LLC
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ELM - Series Portfolios Trust - Elm Market Navigator ETF
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Grove Street Fiduciary, LLC
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Bfsg, Llc
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Plante Moran Financial Advisors, LLC
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Cape Investment Advisory, Inc.
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Coldstream Capital Management Inc
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AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class
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Beacon Capital Management, LLC
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James J. Burns & Company, LLC
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Oarsman Capital, Inc.
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Versant Capital Management, Inc
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Tranquility Partners, LLC
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Allworth Financial LP
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Tortoise Investment Management, LLC
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Glenmede Investment Management, LP
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Capital Insight Partners, Llc
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Focus Financial Network, Inc.
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Wells Fargo & Company/mn
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SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
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Aurelius Family Office LLC
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Comprehensive Money Management Services LLC
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Patriot Investment Management Inc.
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Altfest L J & Co Inc
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SRS Capital Advisors, Inc.
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Sandy Spring Bank
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AdvisorNet Financial, Inc
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Integrated Advisors Network LLC
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Hantz Financial Services, Inc.
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Wilson & Boucher Capital Management, LLC
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Tribridge Partners Financial LLC
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Mather Group, Llc.
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Bank Of America Corp /de/
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Total Investment Management Inc
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Sand Hill Global Advisors, LLC
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Creekside Partners
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Fidelis Capital Partners, LLC
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Kestra Private Wealth Services, Llc
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Curio Wealth, Llc
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TruNorth Capital Management, LLC
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Captrust Financial Advisors
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Clearview Wealth Advisors LLC
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Embree Financial Group
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Jane Street Group, Llc
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Belpointe Asset Management LLC
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Smartleaf Asset Management LLC
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Compass Investment Advisers LLC
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Jpmorgan Chase & Co
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Logan Capital Management Inc
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Falcon Wealth Planning
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LPL Financial LLC
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Vishria Bird Financial Group, LLC
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CoreCap Advisors, LLC
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25 Llc
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West Paces Advisors Inc.
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Motco
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Hamilton Point Investment Advisors, LLC
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Aspen Investment Management Inc
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Bartlett & Co. Wealth Management Llc
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Aire Advisors, Llc
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Kilter Group LLC
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Brown Brothers Harriman & Co
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Oak Harbor Wealth Partners, Llc
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Courage Miller Partners, LLC
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SJS Investment Consulting Inc.
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Hoey Investments, Inc
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Us Bancorp \de\
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Signal Tree Financial Partners Llc
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Horan Capital Advisors, LLC.
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State Street Corp
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Moneta Group Investment Advisors Llc
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GHP Investment Advisors, Inc.
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Alpha Omega Wealth Management LLC
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Pinney & Scofield, Inc.
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Wealth Enhancement Advisory Services, Llc
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Private Advisor Group, LLC
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ZynergyRetirementPlanningLLC
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Access Investment Management LLC
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Strategic Family Wealth Counselors, L.L.C.
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Asset Allocation Strategies LLC
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CWC Advisors, LLC.
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Buckingham Strategic Partners
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Quantinno Capital Management LP
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Avestar Capital, LLC
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Abacus Planning Group, Inc.
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Rockbridge Investment Management, LCC
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Jackson Creek Investment Advisors LLC
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Paladin Advisory Group, LLC
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Goldman Sachs Group Inc
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Principal Securities, Inc.
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Colony Family Offices, LLC
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Fifth Third Wealth Advisors LLC
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American Capital Advisory, LLC
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Wolff Wiese Magana Llc
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Empower Advisory Group, LLC
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Ritholtz Wealth Management
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Bradley Foster & Sargent Inc/ct
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Envision Financial LLC
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BlackRock, Inc.
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IFP Advisors, Inc
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Founders Financial Alliance, LLC
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Parcion Private Wealth LLC
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Godsey & Gibb Associates
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Parkside Financial Bank & Trust
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Valley National Advisers Inc
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SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares
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HHM Wealth Advisors, LLC
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Dynamic Advisor Solutions LLC
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Prime Capital Investment Advisors, LLC
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Maseco Llp
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AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
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|
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Capital Investment Advisory Services, LLC
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Strategic Wealth Partners, Ltd.
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Front Row Advisors LLC
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LTG Capital LLC
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PFSMX - Northern Lights Fund Trust - RiskPro® PFG 30+ Fund Class R
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NewSquare Capital LLC
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Investment Partners Asset Management, Inc.
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DHK Financial Advisors, Inc.
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Calton & Associates, Inc.
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Cambridge Investment Research Advisors, Inc.
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Private Wealth Asset Management, LLC
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Financial Engines Advisors L.L.C.
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Sunbelt Securities, Inc.
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Traveka Wealth, LLC
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White & Co Financial Planning Inc
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Boston Private Wealth Llc
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Breakwater Investment Management
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Northern Trust Corp
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Brandywine Oak Private Wealth Llc
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Kohmann Bosshard Financial Services, LLC
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Clear Investment Research, Llc
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Uptown Financial Advisors LLC
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Jackson Hole Capital Partners, LLC
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Royal Bank Of Canada
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Ashton Thomas Securities, Llc
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Rossby Financial, LCC
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May Hill Capital, LLC
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Elmwood Wealth Management, Inc.
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Ridgewood Investments LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Bogart Wealth, LLC
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Hexagon Capital Partners LLC
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BKD Wealth Advisors, LLC
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Mutual Advisors, LLC
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Brooklyn FI, LLC
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Hartland & Co., LLC
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American Financial & Tax Strategies Inc
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GSB Wealth Management, LLC
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Mariner, LLC
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Fairway Wealth LLC
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Clearwater Capital Advisors, LLC
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Miracle Mile Advisors, LLC
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Whittier Trust Co
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UBS Group AG
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Bank Of Montreal /can/
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Redwood Investment Management, Llc
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Hardin Capital Partners, LLC
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Private Wealth Management Group, LLC
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Asset Dedication, LLC
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|
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
|
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Schoolcraft Capital LLC
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Argent Trust Co
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Glenmede Trust Co Na
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Omega Financial Group, LLC
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Fort Vancouver Investment Management, LLC
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Larson Financial Group LLC
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Passive Capital Management, LLC.
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Morris Financial Concepts, Inc.
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Qube Research & Technologies Ltd
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Evanson Asset Management, LLC
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Advisor Group Holdings, Inc.
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MCF Advisors LLC
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Columbus Macro, LLC
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Pittenger & Anderson Inc
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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One Capital Management, LLC
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McAdam, LLC
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Susquehanna International Group, Llp
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Perigon Wealth Management, LLC
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Transamerica Financial Advisors, Inc.
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Morton Brown Family Wealth, LLC
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Raleigh Capital Management Inc.
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Colony Group, LLC
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Orion Portfolio Solutions, LLC
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Keyvantage Wealth, Llc
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Fortis Capital Advisors, LLC
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Shakespeare Wealth Management, Inc.
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Operose Advisors LLC
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Steward Partners Investment Advisory, Llc
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Davis Capital Management
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HighTower Advisors, LLC
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Vise Technologies, Inc.
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|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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|
Newton One Investments LLC
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Rialto Wealth Management, LLC
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Global Retirement Partners, LLC
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Nwam Llc
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Peak Financial Management, Inc.
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Natixis Advisors, L.p.
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Garde Capital, Inc.
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Leisure Capital Management
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Creative Planning
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Strategic Financial Planning, Inc.
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Creative Financial Designs Inc /adv
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Signaturefd, Llc
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Obermeyer Wood Investment Counsel, Lllp
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|
Berger Financial Group, Inc
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|
Mission Wealth Management, Lp
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Stone Point Wealth LLC
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|
Seaside Wealth Management, Inc.
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|
Cardiff Park Advisors, Llc
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Yoffe Investment Management, LLC
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Cornerstone Wealth Advisors, Inc.
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|
HBK Sorce Advisory LLC
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|
Highline Wealth Partners Llc
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|
Pensionmark Financial Group, Llc
|
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|
Fortress Wealth Management, Inc.
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|
Princeton Global Asset Management LLC
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|
Commonwealth Equity Services, Llc
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|
Cetera Investment Advisers
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|
Mill Creek Capital Advisors, LLC
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
BCS Wealth Management
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|
Beckerman Institutional, LLC
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|
Archer Investment Corp
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|
North Forty Two & Co.
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|
Atria Investments Llc
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|
|
Braun-Bostich & Associates Inc.
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|
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|
|
CI Private Wealth, LLC
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|
|
Kathleen S. Wright Associates Inc.
|
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|
Fifth Third Bancorp
|
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|
Alesco Advisors Llc
|
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|
|
Integris Wealth Management, LLC
|
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|
|
American National Bank
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
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|
|
Fmr Llc
|
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|
|
Modera Wealth Management, LLC
|
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|
|
Aspen Grove Capital, LLC
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|
Wooster Corthell Wealth Management, Inc.
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|
Main Street Financial Solutions, LLC
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|
Port Capital LLC
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|
Mercer Global Advisors Inc /adv
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|
|
Bellwether Advisors, LLC
|
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|
|
|
|
Carolina Wealth Advisors, LLC
|
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|
|
Game Plan Financial Advisors, LLC
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|
Foster Victor Wealth Advisors, LLC
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|
Greykasell Wealth Strategies, Inc.
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|
|
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|
Pillar Financial Advisors, LLC
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|
SageView Advisory Group, LLC
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|
Vident Advisory, LLC
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Promus Capital, LLC
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|
Essex Financial Services, Inc.
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|
Proffitt & Goodson Inc
|
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|
Sensible Money, LLC
|
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|
|
Single Point Partners, LLC
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|
International Private Wealth Advisors LLC
|
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|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
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|
Blue Barn Wealth, LLC
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|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
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|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
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|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
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|
|
Wealth Architects, LLC
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
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Wealthcare Advisory Partners LLC
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|
