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Concord Wealth Partners
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Pnc Financial Services Group, Inc.
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Valmark Advisers, Inc.
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Tritonpoint Wealth, Llc
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Union Bancaire Privee, UBP SA
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Graypoint LLC
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Cannon Wealth Management Services, LLC
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BRYN MAWR TRUST Co
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Kelly Financial Group Llc
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Auour Investments LLC
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Blair William & Co/il
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Main Street Financial Solutions, LLC
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Exchange Traded Concepts, Llc
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Resources Investment Advisors, LLC.
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Chesley Taft & Associates LLC
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Capital Advisors, Ltd. LLC
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Bulwark Capital Corp
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Integrated Wealth Concepts LLC
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Farther Finance Advisors, LLC
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Lifeworks Advisors, LLC
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Foundations Investment Advisors, LLC
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Arete Wealth Advisors, LLC
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Rosenberg Matthew Hamilton
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MainStreet Investment Advisors LLC
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Nbc Securities, Inc.
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Zacks Investment Management
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GeoWealth Management, LLC
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RMB Capital Management, LLC
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Pinnacle Bancorp, Inc.
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Equitable Holdings, Inc.
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Kmg Fiduciary Partners, Llc
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Geneos Wealth Management Inc.
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Saiph Capital, LLC
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Principal Securities, Inc.
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Cornerstone Management, Inc.
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Private Advisor Group, LLC
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Betterment LLC
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Aptus Capital Advisors, LLC
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Financial Network Wealth Advisors LLC
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NorthRock Partners, LLC
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CI Private Wealth, LLC
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Rockwood Wealth Management, LLC
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Fiduciary Group LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Stratos Wealth Partners, LTD.
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Diversify Advisory Services, LLC
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Rodgers & Associates, LTD
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SSBNX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2020 Fund Class I
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Rockefeller Capital Management L.P.
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Mirae Asset Global Investments Co., Ltd.
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Bragg Financial Advisors, Inc
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AMG National Trust Bank
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Private Wealth Asset Management, LLC
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Argent Trust Co
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Woodard & Co Asset Management Group Inc /adv
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Bogart Wealth, LLC
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Norden Group Llc
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SimpliFi, Inc.
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Baird Financial Group, Inc.
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Diligent Investors, LLC
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LexAurum Advisors, LLC
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Transamerica Financial Advisors, Inc.
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Global Assets Advisory, LLC
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Assetmark, Inc
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Key FInancial Inc
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Destiny Capital Corp/CO
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AJ Advisors, LLC
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Kingsview Wealth Management, LLC
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Advisory Alpha, LLC
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Naples Global Advisors, Llc
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Municipal Employees' Retirement System of Michigan
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Redmont Wealth Advisors Llc
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Trilogy Capital Inc.
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Tower Research Capital LLC (TRC)
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Skopos Labs, Inc.
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Creative Planning
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Change Path, LLC
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Reinhart Partners, Inc.
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Brass Tax Wealth Management, Inc
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South Plains Financial, Inc.
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Kestra Advisory Services, LLC
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Destination Wealth Management
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Per Stirling Capital Management, LLC.
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I
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High Net Worth Advisory Group LLC
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Stephens Inc /ar/
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Transce3nd, LLC
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
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Kraft, Davis & Associates, LLC
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Amara Financial, Llc.
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Comerica Bank
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Western Wealth Management, LLC
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Capital Investment Services of America, Inc.
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Activest Wealth Management
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Bank Of America Corp /de/
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Simplicity Wealth,LLC
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Leavell Investment Management, Inc.
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Millstone Evans Group, LLC
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Seacrest Wealth Management, Llc
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Smithfield Trust Co
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City Holding Co
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First Horizon Advisors, Inc.
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Flagship Harbor Advisors, Llc
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Hudson Valley Investment Advisors Inc /adv
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Evergreen Capital Management Llc
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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AE Wealth Management LLC
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Crews Bank & Trust
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Ancora Advisors, LLC
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Stifel Financial Corp
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We Are One Seven, LLC
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Alliance Wealth Advisors, LLC /UT
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J.w. Cole Advisors, Inc.
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Apollon Wealth Management, LLC
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Caitlin John, LLC
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Optimum Investment Advisors
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Brian Low Financial Group, Llc
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First Command Advisory Services, Inc.
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United Community Bank
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Mathes Company, Inc.
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Capital Investment Advisory Services, LLC
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Legacy Wealth Management, LLC / MS
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Capital Analysts, Inc.
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Franklin Resources Inc
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RWM Asset Management, LLC
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IFG Advisory, LLC
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Virtus Fixed Income Advisers, LLC
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STAR Financial Bank
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Brinker Capital Investments, LLC
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Sowell Financial Services LLC
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Prime Capital Investment Advisors, LLC
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RDA Financial Network
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Cambridge Investment Research Advisors, Inc.
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MEMBERS Trust Co
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Headland Capital, LLC
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SBI Securities Co., Ltd.
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SSBRX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2025 Fund Class I
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Woodmont Investment Counsel Llc
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Silver Lake Advisory, LLC
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Advisors Asset Management, Inc.
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Horizon Financial Services, Llc
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Rogco, Lp
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Gould Asset Management Llc /ca/
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BLB&B Advisors, LLC
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Twin Peaks Wealth Advisors, LLC
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New Hampshire Trust
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Koss-Olinger Consulting, LLC
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PFG Investments, LLC
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Golden State Wealth Management, LLC
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Tiaa Trust, National Association
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Uptown Financial Advisors LLC
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Red Cedar Investment Management, Llc
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Savant Capital, LLC
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Hsbc Holdings Plc
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Eukles Asset Management
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Quattro Financial Advisors Llc
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Narwhal Capital Management
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Kohmann Bosshard Financial Services, LLC
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Cadent Capital Advisors, LLC
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CIBC Private Wealth Group, LLC
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Hrt Financial Lp
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21 West Wealth Management LLC
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Talon Private Wealth, LLC
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Wealth Enhancement Advisory Services, Llc
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Concord Asset Management, LLC/VA
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Fairview Capital Investment Management, Llc
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Founders Financial Securities Llc
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Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
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Hartland & Co., LLC
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Old Mission Capital Llc
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Trail Ridge Investment Advisors, LLC
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Mmbg Investment Advisors Co.
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Capital Wealth Management, Llc
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OLIO Financial Planning
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HighTower Advisors, LLC
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Brown Advisory Inc
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Good Life Advisors, LLC
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Eagle Global Advisors Llc
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SRS Capital Advisors, Inc.
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Sheets Smith Wealth Management
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GWM Advisors LLC
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Emerald Investment Partners, Llc
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Soros Fund Management Llc
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GEM Asset Management, LLC
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Atwood & Palmer Inc
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Obermeyer Wood Investment Counsel, Lllp
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Motco
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Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
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Creative Financial Designs Inc /adv
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Addison Advisors LLC
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Consolidated Portfolio Review Corp
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GK Wealth Management LLC
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Iron Financial, LLC
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Lido Advisors, LLC
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Garrett Investment Advisors LLC
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Cetera Investment Advisers
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Cottage Street Advisors LLC
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Northwestern Mutual Wealth Management Co
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Kingstone Capital Partners Texas, LLC
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HFM Investment Advisors, LLC
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Mechanics Financial Corp
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Cresset Asset Management, LLC
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Boston Standard Wealth Management, LLC
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Park Avenue Securities Llc
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Private Wealth Group, LLC
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Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
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Foronjy Financial Llc
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Fortune 45 LLC
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Bush Investment Group, Llc
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Thrivent Financial For Lutherans
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SJS Investment Consulting Inc.
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Cedar Point Capital Partners, LLC
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James Investment Research Inc
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IHT Wealth Management, LLC
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|
DAVENPORT & Co LLC
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|
Bank of New York Mellon Corp
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|
National Bank Of Canada /fi/
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First County Bank /CT/
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Barnes Pettey Financial Advisors, Llc
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UBS Group AG
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Financial Advisory Service, Inc.
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Richard W. Paul & Associates, LLC
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Scott Marsh Financial, LLC
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Moneta Group Investment Advisors Llc
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Hilltop Holdings Inc.
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|
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
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Mutual Advisors, LLC
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|
Massmutual Trust Co Fsb/adv
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Idaho Trust Bank
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Jacobi Capital Management LLC
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Financial Gravity Companies, Inc.
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Larson Financial Group LLC
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Pensionmark Financial Group, Llc
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Charles Schwab Investment Management Inc
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Phillips Financial Management, Llc
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Lion Street Advisors, LLC
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RFG Advisory, LLC
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Capstone Wealth Management Group, Llc
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Hunter Associates Investment Management Llc
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BCK Partners, Inc.
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Traction Financial Partners, LLC
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EverSource Wealth Advisors, LLC
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Raymond James Financial Inc
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SNS Financial Group, LLC
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Vise Technologies, Inc.
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Keystone Wealth Services, LLC
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Ameritas Investment Partners, Inc.
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IFP Advisors, Inc
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Patriot Investment Management Inc.
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Advisor Resource Council
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TD Capital Management LLC
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Rinkey Investments
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WJ Wealth Management, LLC
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Cohen & Steers, Inc.
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Bank Of Montreal /can/
|
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Stonehaven Wealth & Tax Solutions, Llc
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Bank Of Nova Scotia
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Global Retirement Partners, LLC
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TT Capital Management LLC
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Harbor Investment Advisory, Llc
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M Holdings Securities, Inc.
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Tiemann Investment Advisors, Llc
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Legacy Investment Solutions, LLC
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Zhang Financial LLC
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Penobscot Investment Management Company, Inc.
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Pinnacle Financial Partners Inc
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Truefg, Llc
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Envestnet Asset Management Inc
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MJT & Associates Financial Advisory Group, Inc.
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Rialto Wealth Management, LLC
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SOA Wealth Advisors, LLC.
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Envestnet Portfolio Solutions, Inc.
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Wealthspire Advisors, LLC
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Kingswood Wealth Advisors, Llc
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Winthrop Capital Management, LLC
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Traub Capital Management LLC
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Capital Advisory Group Advisory Services, LLC
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Jackson Hole Capital Partners, LLC
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Princeton Global Asset Management LLC
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Buckingham Strategic Partners
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Snowden Capital Advisors LLC
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Arkansas Financial Group, Inc.
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Collier Financial
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MA Private Wealth
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Sharper & Granite LLC
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Integrity Financial Corp /WA
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Money Design Co.,Ltd.
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Sofos Investments, Inc.
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EPG Wealth Management LLC
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Willow Creek Wealth Management Inc.
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Modern Wealth Management, LLC
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Better Money Decisions, LLC
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Cito Capital Group, LLC
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|
LRI Investments, LLC
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|
Jpmorgan Chase & Co
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Indiana Trust & Investment Management CO
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|
Wescott Financial Advisory Group, LLC
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|
Paradigm Financial Partners, Llc
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Gts Securities Llc
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Gemmer Asset Management LLC
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Delta Asset Management Llc/tn
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Tradewinds Capital Management, LLC
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TD Waterhouse Canada Inc.
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Capital Insight Partners, Llc
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Tilson Financial Group, Inc.
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Northern Trust Corp
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Sunbelt Securities, Inc.
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N.E.W. Advisory Services LLC
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XY Planning Network, Inc.
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Compass Financial Group, Inc.
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Townsquare Capital Llc
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Gwn Securities Inc.
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Towercrest Capital Management
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PKS Advisory Services, LLC
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Courier Capital Llc
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Westover Capital Advisors, LLC
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Empowered Funds, LLC
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Fwl Investment Management, Llc
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Avantax Advisory Services, Inc.
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Headlands Technologies LLC
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Flow Traders U.s. Llc
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Mercer Global Advisors Inc /adv
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Steward Partners Investment Advisory, Llc
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Sulzberger Capital Advisors, Inc.
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Flagstone Financial Management
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Hirtle Callaghan & Co LLC
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CoreCap Advisors, LLC
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YHB Investment Advisors, Inc.
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MGB Wealth Management, LLC
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Revisor Wealth Management LLC
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Ashton Thomas Private Wealth, LLC
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Winch Advisory Services, LLC
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Fca Corp /tx
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Bank of Jackson Hole Trust
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Parsons Capital Management Inc/ri
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FSA Advisors, Inc.
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Fonville Wealth Management LLC
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CX Institutional
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Stephens Group Asset Management, Llc
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Ridgewood Investments LLC
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Rossby Financial, LCC
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Sound Income Strategies, LLC
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Alliance Wealth Management Group
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Cascade Financial Partners, LLC
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Aspetuck Financial Management LLC
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Ssa Swiss Advisors Ag
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Orin Green Financial, LLC
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Atria Wealth Solutions, Inc.
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Whittier Trust Co
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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SSBWX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2030 Fund Class I
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Woodside Wealth Management LLC
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Wrapmanager Inc
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Swmg, Llc
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Mariner, LLC
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Alesco Advisors Llc
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Sigma Planning Corp
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Migdal Insurance & Financial Holdings Ltd.
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Perennial Advisors, LLC
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Avidian Wealth Solutions, LLC
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Strategic Wealth Partners, Ltd.
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Allen Investment Management LLC
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Anchor Investment Management, LLC
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Atria Investments Llc
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Morgan Stanley
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Manning & Napier Advisors Llc
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Cherry Tree Wealth Management, LLC
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Dynamic Advisor Solutions LLC
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Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
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SkyOak Wealth, LLC
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Total Wealth Planning, Llc
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Two Sigma Securities, Llc
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Huntington National Bank
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Signet Financial Management, Llc
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HHM Wealth Advisors, LLC
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Modera Wealth Management, LLC
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Bfsg, Llc
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Austin Private Wealth, LLC
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AdvisorNet Financial, Inc
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Bartlett & Co. Wealth Management Llc
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Strategic Point Investment Advisors, LLC
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Ballast Advisors Llc
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Quadrature Capital Ltd
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LPL Financial LLC
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EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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Greenwich Wealth Management LLC
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Berkshire Asset Management Llc/pa
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Capital Square, LLC
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Harel Insurance Investments & Financial Services Ltd.
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McCarthy Asset Management, Inc.
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American Capital Advisory, LLC
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Truist Financial Corp
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Walker Financial Services, Inc.
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Delos Wealth Advisors, LLC
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Advisor Group Holdings, Inc.
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Atlas Capital Advisors Llc
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WT Wealth Management
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Hantz Financial Services, Inc.
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Allstate Corp
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Allworth Financial LP
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Choate Investment Advisors
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Ameriprise Financial Inc
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Millennium Management Llc
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RFG - Bristol Wealth Advisors, LLC
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Mayflower Financial Advisors, LLC
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Key Client Fiduciary Advisors, LLC
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BEAM Asset Management, LLC
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Windward Private Wealth Management Inc.
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Capital Advisors Inc/ok
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Zazove Associates Llc
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Riverview Trust Co
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Nations Financial Group Inc, /ia/ /adv
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Echo Wealth Management, LLC
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Fmr Llc
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Orion Portfolio Solutions, LLC
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Rockbridge Investment Management, LCC
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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|
Whittier Trust Co Of Nevada Inc
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Burling Wealth Partners, Llc
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Dynamic Wealth Strategies, LLC
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ARS Wealth Advisors Group, LLC
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Us Bancorp \de\
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1620 Investment Advisors, Inc.
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Deutsche Bank Ag\
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StoneX Group Inc.
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Integrity Alliance, Llc.
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Nbt Bank N A /ny
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Colton Groome Financial Advisors, Llc
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Gradient Capital Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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State Street Corp
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Park Square Financial Group, LLC
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Fisher Asset Management, LLC
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Thrive Capital Management, LLC
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Wbh Advisory Inc
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IAG Wealth Partners, LLC
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Fairman Group, LLC
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Portside Wealth Group, LLC
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Lake Street Financial Llc
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Tranquilli Financial Advisor LLC
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Wealthstar Advisors, Llc
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MidAtlantic Capital Management, Inc.
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Juncture Wealth Strategies, Llc
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Windsor Capital Management, LLC
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Portland Financial Advisors Inc
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Colony Group, LLC
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Investors Research Corp
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Citigroup Inc
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Caldwell Securities, Inc
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Warren Averett Asset Management, LLC
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Johnson Financial Group, Inc.
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Cerity Partners LLC
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MCF Advisors LLC
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BIP Wealth, LLC
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Marion Wealth Management
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Baltimore-Washington Financial Advisors, Inc.
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Mascoma Wealth Management LLC
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Kestra Investment Management, LLC
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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|
|
GAMMA Investing LLC
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|
Parcion Private Wealth LLC
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|
WFA of San Diego, LLC
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Certified Advisory Corp
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Roundview Capital LLC
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Astoria Portfolio Advisors LLC.
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Pineridge Advisors LLC
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Hm Payson & Co
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Kestra Private Wealth Services, Llc
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Badgley Phelps Wealth Managers, LLC
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Arrien Investments, Inc.
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RiverGlades Family Offices LLC
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SSFNX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement Fund Class I
|
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|
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|
Integrity Wealth Solutions LLC
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Running Point Capital Advisors, LLC
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New Century Financial Group, LLC
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Y.D. More Investments Ltd
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Litman Gregory Asset Management LLC
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Whitcomb & Hess, Inc.
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Aspire Private Capital, LLC
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NFP Retirement, Inc.
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Vestor Capital, Llc
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Diversify Wealth Management, Llc
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|
Lee Danner & Bass Inc
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All Terrain Financial Advisors, LLC
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|
Pacific Capital Wealth Advisors, Inc
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Alpha Omega Wealth Management LLC
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Timonier Family Office, LTD.
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|
Iron Horse Wealth Management, LLC
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Vista Investment Management
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|
TCTC Holdings, LLC
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|
Climber Capital SA
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Td Private Client Wealth Llc
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|
Occidental Asset Management, LLC
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XTX Topco Ltd
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Renaissance Technologies Llc
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Clark Capital Management Group, Inc.
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Cedar Mountain Advisors, LLC
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Money Concepts Capital Corp
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Laraway Financial Inc
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Harbour Investments, Inc.
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Systelligence, LLC
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Ronald Blue Trust, Inc.
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Keener Financial Planning LLC
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Wiley Bros.-aintree Capital, Llc
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|
Ameritas Advisory Services, LLC
|
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|
Wealth Management Nebraska
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|
Smartleaf Asset Management LLC
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|
Breakwater Investment Management
|
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|
Meridian Financial, LLC
|
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|
SOUTH STATE Corp
|
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|
|
|
|
MAI Capital Management
|
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|
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|
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
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|
|
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|
Altiora Financial Group, LLC
|
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|
|
|
|
Royal Bank Of Canada
|
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|
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|
Jones Financial Companies Lllp
|
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|
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|
Parallel Advisors, LLC
|
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|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
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|
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|
|
Sei Investments Co
|
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|
|
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|
Horizon Investments, LLC
|
|
|
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|
Eagle Strategies LLC
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Hardy Reed LLC
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|
Koshinski Asset Management, Inc.
|
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|
Fifth Third Bancorp
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|
Kovitz Investment Group Partners, LLC
|
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|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
AGGA - EA Series Trust - Astoria Dynamic Core US Fixed Income ETF
|
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|
|
|
|
Oak Harbor Wealth Partners, Llc
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|
Maia Wealth LLC
|
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|
Oakworth Capital, Inc.
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
|
|
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|
Wells Financial Advisors INC
|
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|
|
|
|
Private Trust Co Na
|
|
|
|
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|
Friedenthal Financial
|
|
|
|
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|
Barclays Plc
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|
Narus Financial Partners, LLC
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|
SoundView Advisors Inc.
|
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|
Prospera Financial Services Inc
|
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|
Augustine Asset Management Inc
|
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|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
M&t Bank Corp
|
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|
|
|
|
WestEnd Advisors, LLC
|
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|
|
|
|
J. Safra Sarasin Holding AG
|
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|
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|
Merit Financial Group, LLC
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|
Advisory Services Network, LLC
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|
Bailard, Inc.
|
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|
Nilsine Partners, LLC
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|
Guggenheim Capital Llc
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|
Elser Financial Planning, Inc
|
|
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|
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|
Cypress Financial Planning Llc
|
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|
Mml Investors Services, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Captrust Financial Advisors
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|
|
|
|
|
Graney & King, LLC
|
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|
|
|
|
Midwest Trust Co
|
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
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|
Boreal Capital Management LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
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|
Goldman Sachs Group Inc
|
|
|
|
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|
Gibbs Wealth Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
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|
|
|
|
Two Roads Shared Trust - Foundations Dynamic Income ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
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|
PFG Advisors
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
