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Lord & Richards Wealth Management, LLC
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Pinnacle Wealth Management Group, Inc.
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Two Roads Shared Trust - Foundations Dynamic Income ETF
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Eagle Capital Management, LLC
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Partners Capital Investment Group, Llp
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Integris Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Signature Resources Capital Management, LLC
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Wallace Advisory Group, LLC
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J.w. Cole Advisors, Inc.
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Redwood Financial Network Corp
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TCTMX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R3
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Gts Securities Llc
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Global Retirement Partners, LLC
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Horst & Graben Wealth Management LLC
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Compass Financial Services Inc
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Foundations Investment Advisors, LLC
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Icon Wealth Advisors, LLC
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Semmax Financial Advisors Inc.
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Spartan Planning & Wealth Management
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Vaughan David Investments Inc/il
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One Wealth Capital Management, Llc
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Ellis Investment Partners, LLC
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Evoke Wealth, Llc
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M. Kulyk & Associates, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Liberty Wealth Management Llc
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
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Royal Bank Of Canada
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Franklin Resources Inc
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Mma Asset Management Llc
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Horizons Wealth Management
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Cerity Partners LLC
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Archer Investment Corp
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Pinnacle Financial Partners Inc
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Bay Harbor Wealth Management, LLC
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Braun-Bostich & Associates Inc.
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Gilliland Jeter Wealth Management LLC
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Team Financial Group, LLC
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Clarity Asset Management, Inc.
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Smartleaf Asset Management LLC
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CoreCap Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Plante Moran Financial Advisors, LLC
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Twin Peaks Wealth Advisors, LLC
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Westover Capital Advisors, LLC
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Spectrum Wealth Counsel, LLC
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American Capital Advisory, LLC
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Advisor Group Holdings, Inc.
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Evanson Asset Management, LLC
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Woodley Farra Manion Portfolio Management Inc
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GPICX - GPS Funds II - GuidePath(R) Conservative Income Fund
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First PREMIER Bank
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Satovsky Asset Management Llc
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GWM Advisors LLC
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Alhambra Investment Partners LLC
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First United Bank Trust/
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EDGH - Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF
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TCTOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2055 Class R1
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Tempus Wealth Planning, LLC
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Wealthcare Capital Partners, LLC
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Kings Path Partners LLC
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LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
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AlTi Global, Inc.
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Trustmark National Bank Trust Department
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TDFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R1
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PBMares Wealth Management LLC
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Goldman Sachs Group Inc
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BlackRock Funds III - BLACKROCK LIFEPATH INDEX RETIREMENT FUND Investor A
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Boyd Watterson Asset Management Llc/oh
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Briaud Financial Planning, Inc
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Ignite Planners, LLC
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Sigma Planning Corp
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Modera Wealth Management, LLC
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WealthPLAN Partners, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Summit X, LLC
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Signal Advisors Wealth, LLC
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Chicago Partners Investment Group LLC
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Trivant Custom Portfolio Group, LLC
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Edmond De Rothschild Holding S.a.
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TCSOX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2060 Class R1
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Apeiron RIA LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Savant Capital, LLC
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L2 Asset Management, LLC
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PFG Advisors
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Disciplined Investments, LLC
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Vertex Planning Partners, LLC
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Zrc Wealth Management, Llc
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Parkside Advisors LLC
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Carr Financial Group Corp
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Middleton & Co Inc/ma
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WASHINGTON TRUST Co
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Retirement Capital Strategies
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Private Advisor Group, LLC
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Truist Financial Corp
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First Horizon Advisors, Inc.
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Wedbush Securities Inc
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Sequoia Financial Advisors, LLC
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Garrett Investment Advisors LLC
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Nwam Llc
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Lodestone Wealth Management LLC
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Lowe Brockenbrough & Co Inc
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Pnc Financial Services Group, Inc.
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Municipal Employees' Retirement System of Michigan
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Sowell Financial Services LLC
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Tsfg, Llc
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We Are One Seven, LLC
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CIBC World Markets Inc.
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Scarborough Advisors, LLC
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Northern Trust Corp
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Diversify Advisory Services, LLC
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CIBC Private Wealth Group, LLC
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Park Place Capital Corp
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Cyndeo Wealth Partners, LLC
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Bridge Generations Wealth Management Llc
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Pinnacle Bancorp, Inc.
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Financial Advocates Investment Management
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Beaird Harris Wealth Management, LLC
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Relyea Zuckerberg Hanson LLC
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Ameritas Investment Partners, Inc.
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Keating Investment Counselors Inc
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Destination Wealth Management
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LPRDX - BlackRock Funds III - BlackRock LifePath Dynamic 2030 Fund Investor A Shares
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Alesco Advisors Llc
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Talon Private Wealth, LLC
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Vise Technologies, Inc.
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Private Trust Co Na
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Joseph P. Lucia & Associates, LLC
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CHB Investment Group, LLC
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Farther Finance Advisors, LLC
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Columbus Macro, LLC
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LPRAX - BlackRock Funds III - BlackRock LifePath Dynamic Retirement Fund Investor A Shares
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Tanager Wealth Management LLP
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Rik Saylor Financial, Inc.
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Stratos Wealth Advisors, LLC
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Seneca Financial Advisors LLC
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Meridian Wealth Management, LLC
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Fortis Advisors, LLC
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TDITX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R1
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Kovitz Investment Group Partners, LLC
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Sharkey, Howes & Javer
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Continuum Wealth Advisors, Llc
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LifeGuide Financial Advisors, LLC
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Ridgewood Investments LLC
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Penobscot Investment Management Company, Inc.
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TCITX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R1
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Arkadios Wealth Advisors
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Security Financial Services, INC.
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Financial Advisory Service, Inc.
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360 Financial, Inc.
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Amara Financial, Llc.
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Ameriprise Financial Inc
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Cetera Investment Advisers
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Hirtle Callaghan & Co LLC
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ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
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Engineers Gate Manager LP
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Quotient Wealth Partners, LLC
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Greenspring Advisors, LLC
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James Investment Research Inc
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Jaffetilchin Investment Partners, LLC
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Altiora Financial Group, LLC
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Tidemark, LLC
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HighTower Advisors, LLC
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Keystone Financial Group, Inc.
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Independence Financial Advisors, LLC
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Avid Wealth Partners LLC
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TAGStone Capital, Inc.
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Maripau Wealth Management Llc
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Concurrent Investment Advisors, LLC
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Rehmann Capital Advisory Group
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BTG Pactual Asset Management US LLC
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Van Hulzen Asset Management, LLC
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Level Four Advisory Services, Llc
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Patriot Investment Management Inc.
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Curbstone Financial Management Corp
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Cambridge Investment Research Advisors, Inc.
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State Street Corp
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Wealthcare Advisory Partners LLC
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SCS Capital Management LLC
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M&t Bank Corp
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TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class
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Hudson Portfolio Management LLC
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PrairieView Partners, LLC
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Signet Financial Management, Llc
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Raymond James Financial Inc
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PAX Financial Group, LLC
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TSA Wealth Managment LLC
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AJ Advisors, LLC
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Prosperity Consulting Group, LLC
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VanderPol Investments L.L.C.
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Bravias Capital Group, LLC
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Prism Advisors, Inc.
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Swp Financial Llc
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Avantax Advisory Services, Inc.
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Advisors Preferred, LLC
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Bradley & Co. Private Wealth Management, LLC
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Fairway Wealth LLC
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Kestra Investment Management, LLC
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Martin & Co Inc /tn/
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Lake Hills Wealth Management, LLC
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Walker Financial Services, Inc.
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Mine & Arao Wealth Creation & Management, LLC.
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MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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Straight Path Wealth Management
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Theory Financial Llc
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Financial Harvest, LLC
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Tradewinds Capital Management, LLC
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MKT Advisors LLC
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Edgestream Partners, L.P.
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FC Advisory LLC
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LWM Advisory Services, LLC
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Bensler, LLC
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W.H. Cornerstone Investments Inc.
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Hartland & Co., LLC
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Accurate Wealth Management, LLC
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AE Wealth Management LLC
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Mutual Advisors, LLC
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Creative Planning
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Shared Vision Wealth Group LLC
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Summit Financial, LLC
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Bnp Paribas Arbitrage, Sa
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Wingate Wealth Advisors, Inc.
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Citadel Advisors Llc
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Florida Financial Advisors, Llc
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|
Lee Financial Co
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|
Change Path, LLC
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XFLX - FundX Investment Trust - FundX Flexible ETF
|
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Prime Buchholz LLC
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Csenge Advisory Group
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Liberty Capital Management, Inc.
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UBS Group AG
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Kohmann Bosshard Financial Services, LLC
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Passive Capital Management, LLC.
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Orion Portfolio Solutions, LLC
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Apex Wealth Management, LLC
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CFS Investment Advisory Services, LLC
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Jeppson Wealth Management, Llc
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Covestor Ltd
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Focus Financial Network, Inc.
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Beacon Pointe Advisors, LLC
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Cape Investment Advisory, Inc.
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Keebeck Wealth Management, LLC
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New Capital Management LP
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|
LPREX - BlackRock Funds III - BlackRock LifePath Dynamic 2040 Fund Investor A Shares
|
|
|
|
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|
Arcadia Investment Management Corp/mi
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One Wealth Advisors, LLC
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Dogwood Wealth Management LLC
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Abacus Planning Group, Inc.
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Selective Wealth Management, Inc.
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BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2030 FUND Investor A
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Northwest Capital Management Inc
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|
Financial Network Wealth Advisors LLC
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Virtus Family Office LLC
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Cornerstone Planning Group LLC
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Galvin, Gaustad & Stein, LLC
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IMG Wealth Management, Inc.
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DecisionMap Wealth Management, LLC
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Atria Wealth Solutions, Inc.
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Legacy Bridge, LLC
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TCHTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2020 R1
|
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|
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|
WFA of San Diego, LLC
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|
Nbc Securities, Inc.
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Bellevue Asset Management, Llc
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|
Comerica Bank
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|
Bank Of America Corp /de/
|
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|
Sofi Wealth, Llc
|
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TCRTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R1
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|
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|
Trademark Financial Management, LLC
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|
Capital Investment Advisory Services, LLC
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|
Federation des caisses Desjardins du Quebec
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|
TCTUX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R3
|
|
|
|
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|
Belpointe Asset Management LLC
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|
Kestra Advisory Services, LLC
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|
Future Financial Wealth Managment LLC
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|
Prasad Wealth Partners, LLC
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|
Oxford Financial Group Ltd
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|
Rockefeller Capital Management L.P.
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|
Semitam Bonam Llc
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|
TCPTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R1
|
|
|
|
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|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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|
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|
McIlrath & Eck, LLC
|
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|
RFG Advisory, LLC
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|
Victory Capital Management Inc
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|
O'shaughnessy Asset Management, Llc
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|
Stephens Group Asset Management, Llc
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|
21 West Wealth Management LLC
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Blueprint Investment Partners LLC
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Chesley Taft & Associates LLC
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Harbour Investments, Inc.
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NewSquare Capital LLC
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IFG Advisory, LLC
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Frank, Rimerman Advisors LLC
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Coastal Bridge Advisors, LLC
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Roberts Glore & Co Inc /il/
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SigFig Wealth Management, LLC
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Maltin Wealth Management, Inc.
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Prosperity Planning, Inc.
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Johnson Financial Group, Inc.
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Lazari Capital Management, Inc.
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Altfest L J & Co Inc
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JGP Wealth Management, LLC
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Arete Wealth Advisors, LLC
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Steel Peak Wealth Management LLC
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NorthCrest Asset Manangement, LLC
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Global Trust Asset Management, LLC
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Montecito Bank & Trust
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Greenleaf Trust
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Newbridge Financial Services Group, Inc.
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Kelman-Lazarov, Inc.
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West Wealth Group, LLC
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Armstrong Advisory Group, Inc
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BridgePort Financial Solutions, LLC
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Boreal Capital Management LLC
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Sterling Investment Advisors Llc /adv
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Financial & Tax Architects, LLC
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Ronald Blue Trust, Inc.
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Rsm Us Wealth Management Llc
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Transce3nd, LLC
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Deane Retirement Strategies, Inc.
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McNaughton Wealth Management, LLC
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WealthCollab, LLC
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Mascoma Wealth Management LLC
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LPL Financial LLC
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Smallwood Wealth Investment Management, LLC
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Bank Of Montreal /can/
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Napatree Capital Llc
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Mercer Global Advisors Inc /adv
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Sunbelt Securities, Inc.
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Copia Wealth Management
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Strathmore Capital Advisors, Inc.
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Maseco Llp
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Pure Financial Advisors, Inc.
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Envestnet Asset Management Inc
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Portland Global Advisors LLC
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Gould Asset Management Llc /ca/
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Savvy Advisors, Inc.
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Mayflower Financial Advisors, LLC
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Gen-Wealth Partners Inc
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BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Market Street Wealth Management Advisors Llc
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Mcmorgan & Co Llc
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Sound Income Strategies, LLC
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Snowden Capital Advisors LLC
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Northwestern Mutual Wealth Management Co
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Dunhill Financial, LLC
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Latitude Advisors, LLC
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Papp L Roy & Associates
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Perigon Wealth Management, LLC
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Stokes Family Office, LLC
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Cobblestone Asset Management LLC
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Fermata Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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GeoWealth Management, LLC
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Portfolio Design Labs, LLC
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Ameritas Advisory Services, LLC
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Visionary Horizons, LLC
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Vivaldi Capital Management, LLC
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Tcfg Wealth Management, Llc
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Riverbend Wealth Management, LLC
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Family Legacy Financial Solutions, LLC
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Pettinga Financial Advisors, LLC
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Stadion Money Management, LLC
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Fifth Third Securities, Inc.
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Baker Avenue Asset Management, LP
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Perennial Investment Advisors, LLC
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Leavell Investment Management, Inc.
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Wealthcare Capital Management Llc
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Aptus Capital Advisors, LLC
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Nomura Asset Management Co Ltd
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Jpmorgan Chase & Co
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Ehrlich Financial Group
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Principal Securities, Inc.
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Rosenberg Matthew Hamilton
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Sagespring Wealth Partners, Llc
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Beaumont Capital Management, LLC
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Flagship Harbor Advisors, Llc
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Penobscot Wealth Management
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IHT Wealth Management, LLC
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Breakwater Capital Group
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Canandaigua National Trust Co of Florida
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TCTQX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2040 R3
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Regimen Wealth, Llc
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Equita Financial Network, Inc.
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Echo Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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Brooklyn FI, LLC
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Hanlon Investment Management, Inc.
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TCTLX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2030 R3
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Actinver Wealth Management, Inc.
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AdvisorNet Financial, Inc
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Cary Street Partners Financial Llc
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USAF - 2023 ETF Series Trust - Atlas America Fund
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Investment Partners Asset Management, Inc.
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Centurion Wealth Management LLC
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Miracle Mile Advisors, LLC
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Oppenheimer & Co Inc
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Matrix Trust Co
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TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
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Stordahl Capital Management, Inc.
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Tortoise Investment Management, LLC
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Alliance Wealth Advisors, LLC /UT
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Fedenia Advisers LLC
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Salem Investment Counselors Inc
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Clear Investment Research, Llc
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Eq Wealth Advisors, Llc
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Dynasty Wealth Management, Llc
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Sensible Financial Planning & Management, LLC.
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NFP Retirement, Inc.
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Kure Advisory, LLC
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National Asset Management, Inc.
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Pure Portfolios Holdings Llc
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NorthRock Partners, LLC
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Two Sigma Securities, Llc
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Aurelius Family Office LLC
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Flow Traders U.s. Llc
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Certior Financial Group, Llc
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BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2040 FUND Investor A
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Maridea Wealth Management LLC
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Net Worth Advisory Group
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United Asset Strategies, Inc.
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Continuum Advisory, LLC
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Wiley Bros.-aintree Capital, Llc
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LVW Advisors, LLC
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Prairiewood Capital, LLC
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Kestra Private Wealth Services, Llc
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Smith & Howard Wealth Management, LLC
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Steward Partners Investment Advisory, Llc
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Tritonpoint Wealth, Llc
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Cary Street Partner Investment Advisory Llc
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Fairview Capital Investment Management, Llc
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Slow Capital, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Wealth Alliance
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Oliver Lagore Vanvalin Investment Group
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BCJ Capital Management, LLC
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Koss-Olinger Consulting, LLC
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Massmutual Trust Co Fsb/adv
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Prospera Financial Services Inc
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PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
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Sovereign Financial Group, Inc.
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Huntington National Bank
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Financial Gravity Companies, Inc.
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ProVise Management Group, LLC
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Royal Harbor Partners, LLC
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Redmont Wealth Advisors Llc
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Roundview Capital LLC
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Cable Hill Partners, LLC
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Larson Financial Group LLC
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Sigma Investment Counselors Inc
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Stone Point Wealth LLC
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Kiker Wealth Management, LLC
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Sovran Advisors, LLC
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Beacon Financial Advisory LLC
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SOA Wealth Advisors, LLC.
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TCTTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2045 R3
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Western Wealth Management, LLC
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Retireful, LLC
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Midwest Capital Advisors, LLC
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Elevate Wealth Advisory, Inc
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SILVER OAK SECURITIES, Inc
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JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
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Lido Advisors, LLC
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KEAT - EA Series Trust - Keating Active ETF
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StoneX Group Inc.
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Fiduciary Trust Co
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Ethos Financial Group, LLC
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Comprehensive Money Management Services LLC
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Family Firm, Inc.
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Toth Financial Advisory Corp
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Ritholtz Wealth Management
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Sellwood Investment Partners LLC
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Echo45 Advisors LLC
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Stifel Financial Corp
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Summit Trail Advisors, Llc
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One Capital Management, LLC
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TD Waterhouse Canada Inc.
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Horrell Capital Management, Inc.
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Laurel Wealth Advisors LLC
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UMA Financial Services, Inc.
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Fortis Group Advisors, LLC
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Renaissance Technologies Llc
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Parallel Advisors, LLC
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Potomac Fund Management Inc /adv
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Ashton Thomas Private Wealth, LLC
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Endeavor Private Wealth, Inc.
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Core Wealth Partners LLC
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Betterment LLC
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Affinity Capital Advisors, LLC
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JSF Financial, LLC
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Deutsche Bank Ag\
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Harwood Advisory Group, LLC
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Courier Capital Llc
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My Legacy Advisors, LLC
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Regal Investment Advisors LLC
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H&H Retirement Design & Management INC
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Independent Wealth Network Inc.
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Topel & Distasi Wealth Management, LLC
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Orion Capital Management LLC
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Transcend Wealth Collective, Llc
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Brown Wealth Management, Llc
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Country Club Bank /gfn
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Princeton Global Asset Management LLC
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Assetmark, Inc
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Silver Oak Wealth Advisors Services, Llc
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Fischer Financial Services, Inc.
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Arbor Investment Advisors, LLC
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BRYN MAWR TRUST Co
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BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2045 FUND Investor A
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Creative Financial Designs Inc /adv
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Morton Brown Family Wealth, LLC
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Breakwater Investment Management
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Tudor Investment Corp Et Al
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Fundamentun, Llc
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Ted Buchan & Co
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North Ridge Wealth Advisors, Inc.
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Atlas Capital Advisors Llc
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Canandaigua National Bank & Trust Co
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Grand Wealth Management, Llc
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Holistic Planning, LLC
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Tyche Wealth Partners LLC
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Wealth Enhancement Advisory Services, Llc
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Merit Financial Group, LLC
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Norden Group Llc
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Madden Advisory Services, Inc.
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TCTZX - TRANSAMERICA FUNDS - Transamerica ClearTrack Retirement Income R3
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LifePlan Investment Advisors, Inc.
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Lodestar Private Asset Management Llc
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Empirical Asset Management, LLC
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AllSquare Wealth Management LLC
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Range Financial Group LLC
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Ameriflex Group, Inc.
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3EDGE Asset Management, LP
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Rockland Trust Co
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Mariner, LLC
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Quadcap Wealth Management, LLC
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Cwm, Llc
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BWM Planning, LLC
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Luminist Capital LLC
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Pensionmark Financial Group, Llc
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Aspire Private Capital, LLC
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Soltis Investment Advisors LLC
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Strategic Wealth Partners, Ltd.
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Modern Wealth Management, LLC
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Peak Financial Management, Inc.
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Lutz Financial Services LLC
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Successful Portfolios LLC
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Collier Financial
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Commonwealth Equity Services, Llc
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First Command Advisory Services, Inc.
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Rossby Financial, LCC
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Warren Averett Asset Management, LLC
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Running Point Capital Advisors, LLC
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CacheTech Inc.
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SoundView Advisors Inc.
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Park Avenue Securities Llc
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Texas Yale Capital Corp.
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Park Edge Advisors, LLC
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Capasso Planning Partners LLC
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TCTKX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2025 R3
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Blair William & Co/il
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Centaurus Financial, Inc.
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Whittier Trust Co
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Independent Family Office, LLC
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Portland Financial Advisors Inc
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High Falls Advisors, Inc
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Wbh Advisory Inc
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ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
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True Vision MN LLC
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Gladstone Institutional Advisory LLC
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LaSalle St. Investment Advisors, LLC
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Us Bancorp \de\
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Estate Counselors, LLC
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|
|
TCHDX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2035 R6
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Stephens Inc /ar/
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Greenline Partners, LLC
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Arcataur Capital Management LLC
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Perfromance Wealth Partners, LLC
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Andina Capital Management, LLC
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Northwest Wealth Management, Llc
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Jones Financial Companies Lllp
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Legacy Wealth Managment, LLC/ID
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AlphaCore Capital LLC
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VERITY Wealth Advisors
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Inlight Wealth Management, LLC
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HHM Wealth Advisors, LLC
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Austin Asset Management Co Inc
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Corepath Wealth Partners Llc
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Traub Capital Management LLC
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J. W. Coons Advisors, LLC
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Fifth Third Bancorp
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Cambridge Capital Management, Llc
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Austin Private Wealth, LLC
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Advyzon Investment Management, LLC
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Legacy Financial Group LLC
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Vigilare Wealth Management
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Guardian Wealth Advisors, Llc / Nc
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Northland Capital Management LLC
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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ONE Advisory Partners, LLC
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Vestmark Advisory Solutions, Inc.
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GPS Wealth Strategies Group, LLC
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Diversify Wealth Management, Llc
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Simplicity Wealth,LLC
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IFP Advisors, Inc
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Edge Financial Advisors LLC
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BlackRock, Inc.
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SRS Capital Advisors, Inc.
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Mackenzie Financial Corp
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Chilton Capital Management Llc
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Envestnet Portfolio Solutions, Inc.
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Nbt Bank N A /ny
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Ffg Retirement Advisors Llc
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Morgan Stanley
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Clune & Associates, Ltd.
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Eqis Capital Management, Inc.
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Burt Wealth Advisors
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FSA Wealth Management LLC
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Redwood Investment Management, Llc
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LGT Financial Advisors LLC
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Symmetry Partners, LLC
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Spire Wealth Management
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Integrity Alliance, Llc.
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Ewing Morris & Co. Investment Partners Ltd.
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Integrated Advisors Network LLC
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Ascent Group, LLC
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Buttonwood Financial Group, LLC
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Insigneo Advisory Services, Llc
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Meitav Dash Investments Ltd
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Beckerman Institutional, LLC
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Sentinus, LLC
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Wells Fargo & Company/mn
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MADDEN SECURITIES Corp
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Holcombe Financial, Inc.
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Stone House Investment Management, LLC
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Synovus Financial Corp
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Patten Group, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Gibbs Wealth Management
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LPJRX - BlackRock Funds III - BlackRock LifePath Dynamic 2035 Fund Class R Shares
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Stratos Wealth Partners, LTD.
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Bank of New York Mellon Corp
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Cambridge Associates Llc /ma/ /adv
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Matauro, Llc
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Umb Bank N A/mo
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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Ark & Tlk Investments, Llc
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Colony Group, LLC
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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Putnam Fl Investment Management Co
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Avidian Wealth Solutions, LLC
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Cypress Wealth Services, LLC
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Evexia Wealth Llc
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Cresset Asset Management, LLC
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Friedenthal Financial
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Emerald Investment Partners, Llc
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Kovack Advisors, Inc.
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Adams Wealth Management
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Parcion Private Wealth LLC
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Mirae Asset Global Investments Co., Ltd.
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XRLX - FundX Investment Trust - FundX Conservative ETF
|
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Kwmg, Llc
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RHS Financial, LLC
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EverSource Wealth Advisors, LLC
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ORG Partners LLC
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Capital Analysts, Inc.
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Colonial Trust Co / SC
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Clear Creek Financial Management, LLC
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Stonehaven Wealth & Tax Solutions, Llc
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Pflug Koory, LLC
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Blue Edge Capital, LLC
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Haverford Trust Co
|
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United Capital Financial Advisers, Llc
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Sugar Maple Asset Management, LLC
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EP Wealth Advisors, Inc.
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City State Bank
|
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Portside Wealth Group, LLC
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Brookstone Capital Management
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Scotia Capital Inc.
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BIP Wealth, LLC
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Atwater Malick LLC
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Mml Investors Services, Llc
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Keystone Financial Services
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Migdal Insurance & Financial Holdings Ltd.
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Heritage Investment Group, Inc.
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Avant Financial Advisors LLC
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Mount Yale Investment Advisors, LLC
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Retirement Wealth Solutions LLC
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Strategic Blueprint, LLC
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|
KC Investment Advisors, LLC
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|
LongView Wealth Management
|
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|
CI Private Wealth, LLC
|
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|
Chapman Financial Group, Llc
|
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|
Empowered Funds, LLC
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|
Raleigh Capital Management Inc.
|
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|
Collaborative Wealth Managment Inc.
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|
Ballast, Inc.
|
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|
C M Bidwell & Associates Ltd
|
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|
Spectrum Planning & Advisory Services Inc.
|
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|
Advisory Services Network, LLC
|
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|
|
|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
BOS Asset Management, LLC
|
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|
Apollon Wealth Management, LLC
|
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|
Phillips Financial Management, Llc
|
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|
TD Capital Management LLC
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|
MAI Capital Management
|
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|
LaFleur & Godfrey LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
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|
|
LRI Investments, LLC
|
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|
|
Quaker Wealth Management, LLC
|
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|
OneAscent Financial Services LLC
|
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|
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|
|
Morton Community Bank
|
|
|
|
|
|
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
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|
Baird Financial Group, Inc.
|
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|
|
First National Trust Co
|
|
|
|
|
|
TRNTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2050 R1
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
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|
|
Sterneck Capital Management, LLC
|
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|
Citigroup Inc
|
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|
Amundi
|
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|
Guggenheim Capital Llc
|
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|
Allworth Financial LP
|
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|
Geneos Wealth Management Inc.
|
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|
New Republic Capital, LLC
|
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|
Exencial Wealth Advisors, Llc
|
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|
CWA Asset Management Group, LLC
|
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|
|
Verdence Capital Advisors LLC
|
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|
Sofos Investments, Inc.
|
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|
|
Quadrature Capital Ltd
|
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|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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|
|
Home Federal Bank Of Tennessee
|
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|
Asset Dedication, LLC
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|
JB Capital LLC
|
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|
Manufacturers Life Insurance Company, The
|
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|
|
Elm Partners Management LLC
|
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|
Boston Private Wealth Llc
|
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|
Martin Capital Partners, LLC
|
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|
Jacobson & Schmitt Advisors, Llc
|
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|
Skopos Labs, Inc.
|
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|
Barrett & Company, Inc.
|
|
|
|
|
|
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
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|
|
Resources Investment Advisors, LLC.
|
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|
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|
|
Millennium Management Llc
|
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|
|
Brinker Capital Investments, LLC
|
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|
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|
|
XY Planning Network, Inc.
|
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|
|
Virtue Capital Management, LLC
|
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|
|
Equitable Holdings, Inc.
|
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|
|
VisionPoint Advisory Group, LLC
|
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|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
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|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Mustico Financial Group, Inc.
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
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|
|
|
|
Valeo Financial Advisors, LLC
|
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|
Sharp Financial Services, LLC
|
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|
|
RDA Financial Network
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
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|
Jackson Creek Investment Advisors LLC
|
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|
|
Wealthspan Partners, Llc
|
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|
|
Blankinship & Foster, LLC
|
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|
|
Thrive Capital Management, LLC
|
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|
|
Summitry Llc
|
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|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2050 FUND Investor A
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
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|
|
|
|
Founders Financial Alliance, LLC
|
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|
|
|
|
Townsquare Capital Llc
|
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|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
DDFG, Inc
|
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|
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|
|
American Money Management, LLC
|
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|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
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|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
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|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
TCFTX - TRANSAMERICA FUNDS - Transamerica ClearTrack 2015 R1
|
|
|
|
|
