|
Kennicott Capital Management Llc
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|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
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|
|
Snowden Capital Advisors LLC
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Millennium Management Llc
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Arrow Financial Corp
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Savvy Advisors, Inc.
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Bartlett & Co. Wealth Management Llc
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Tritonpoint Wealth, Llc
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|
Gray Private Wealth, LLC
|
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O'shaughnessy Asset Management, Llc
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Oak Wealth Advisors LLC
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AJ Advisors, LLC
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Cora Capital Advisors Llc
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Upper Left Wealth Management, LLC
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Centaurus Financial, Inc.
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|
Woodmont Investment Counsel Llc
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Baker Avenue Asset Management, LP
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Farmers National Bank
|
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Financial Insights, Inc.
|
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|
Matrix Asset Advisors Inc/ny
|
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BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Schrum Private Wealth Management LLC
|
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Hazlett, Burt & Watson, Inc.
|
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|
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|
Baron Financial Group, LLC
|
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EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
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|
Kovitz Investment Group Partners, LLC
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Westwood Holdings Group Inc
|
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Continuum Advisory, LLC
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Putney Financial Group LLC
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Gladwyn Financial Advisors, Inc.
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TFC Financial Management
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Financial & Tax Architects, LLC
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|
Jacobsen Capital Management
|
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New Millennium Group LLC
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Fourth Dimension Wealth, LLC
|
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Harbor Asset Planning, Inc.
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|
Code Waechter LLC
|
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Edge Financial Advisors LLC
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|
Dravo Bay Llc
|
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|
Kuhn & Co Investment Counsel
|
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|
Intergy Private Wealth, LLC
|
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|
Impact Capital Partners LLC
|
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Papp L Roy & Associates
|
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Synergy Investment Management, LLC
|
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|
Hill Investment Group Partners, LLC
|
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Heritage Trust Co
|
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Global Financial Private Client, LLC
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Belpointe Asset Management LLC
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NorthRock Partners, LLC
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|
Fishman Jay A Ltd/mi
|
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|
PFW Advisors LLC
|
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|
Keybank National Association/oh
|
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|
STAR Financial Bank
|
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|
BKD Wealth Advisors, LLC
|
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|
Integrity Wealth Solutions LLC
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Norris Perne & French Llp/mi
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Stonegate Investment Group, LLC
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Gilman Hill Asset Management, LLC
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Gables Capital Management Inc.
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Madison Wealth Partners, Inc
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Welch & Forbes Llc
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Associated Banc-corp
|
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Impact Partnership Wealth, LLC
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Five Pine Wealth Management
|
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|
SFG Wealth Management, LLC.
|
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|
FC Advisory LLC
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Copia Wealth Management
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Sequent Planning LLC
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Laurel Wealth Planning LLC
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Beese Fulmer Investment Management, Inc.
|
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|
Marietta Wealth Management, LLC
|
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Smithfield Trust Co
|
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|
Orrstown Financial Services Inc
|
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|
Scotia Capital Inc.
|
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|
New Insight Wealth Advisors
|
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Destination Wealth Management
|
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|
Stonebridge Financial Group, LLC
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Barrett & Company, Inc.
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Pinnacle Bancorp, Inc.
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Pacific Financial Group Inc
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Morling Financial Advisors, LLC
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Investment Planning Advisors, Inc.
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MTM Investment Management, LLC
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Morse Asset Management, Inc
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Wescott Financial Advisory Group, LLC
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West Branch Capital LLC
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ETF Portfolio Partners, Inc.
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|
Everhart Financial Group, Inc.
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Kingsview Wealth Management, LLC
|
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CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
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Avantax Planning Partners, Inc.
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Green Square Capital Advisors Llc
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Gs Investments, Inc.
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Versant Capital Management, Inc
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Intelligence Driven Advisers, LLC
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Aspire Growth Partners LLC
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|
Nuveen, LLC
|
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Wick Capital Partners, LLC
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Manchester Capital Management LLC
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German American Bancorp, Inc.
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Elmwood Wealth Management, Inc.
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Clarity Asset Management, Inc.
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Asset Dedication, LLC
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Klingman & Associates, LLC
|
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Red Tortoise LLC
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|
Twin Peaks Wealth Advisors, LLC
|
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|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
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|
Balboa Wealth Partners
|
|
|
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|
Asset Allocation & Management Company, LLC
|
|
|
|
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|
Lord & Richards Wealth Management, LLC
|
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|
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|
Breakwater Investment Management
|
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|
Argent Trust Co
|
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|
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|
James J. Burns & Company, LLC
|
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|
May Hill Capital, LLC
|
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|
Graney & King, LLC
|
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|
Elwood & Goetz Wealth Advisory Group, LLC
|
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|
Live Oak Private Wealth LLC
|
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|
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|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
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|
|
First National Trust Co
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
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|
|
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|
WASHINGTON TRUST Co
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
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|
|
|
Umpqua Bank
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
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|
Grove Street Fiduciary, LLC
|
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|
Thompson Davis & Co., Inc.
|
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|
Financial Network Wealth Advisors LLC
|
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|
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|
Essential Planning, LLC.
|
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|
|
|
|
Trust Co Of Virginia /va
|
|
|
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|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
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|
|
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|
River Wealth Advisors LLC
|
|
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|
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|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Sterling Wealth Advisors Inc
|
|
|
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|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
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|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
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|
FDx Advisors, Inc.
|
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|
Trevian Wealth Management LLC
|
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|
Bailard, Inc.
|
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|
|
Peterson Wealth Advisors, LLC
|
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|
We Are One Seven, LLC
|
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|
Addison Advisors LLC
|
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|
StoneX Group Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
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|
CHB Investment Group, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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|
WFA of San Diego, LLC
|
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|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
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|
Beacon Financial Group
|
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|
|
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|
Delta Financial Advisors Llc
|
|
|
|
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|
Cove Private Wealth, LLC
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|
Merit Financial Group, LLC
|
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|
Buttonwood Financial Advisors Inc.
|
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|
|
Allen Capital Group, LLC
|
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|
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|
Pictet North America Advisors SA
|
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|
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|
|
BCS Wealth Management
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
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|
MorganRosel Wealth Management, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
|
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|
Mather Group, Llc.
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|
V2 Financial group LLC
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|
Valmark Advisers, Inc.
|
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|
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|
Nicolet Bankshares Inc
|
|
|
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|
Commonwealth Equity Services, Llc
|
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|
|
|
Precision Wealth Strategies, LLC
|
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|
Quadrant Capital Group Llc
|
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|
Chatham Capital Group, Inc.
|
|
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|
|
|
Jaffetilchin Investment Partners, LLC
|
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|
Orion Capital Management LLC
|
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|
|
|
|
Cerity Partners LLC
|
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|
SP Asset Management LLC
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|
Christensen, King & Associates Investment Services, Inc.
|
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|
Ameritas Investment Partners, Inc.
|
|
|
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|
Park Avenue Securities Llc
|
|
|
|
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|
Alps Advisors Inc
|
|
|
|
|
|
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
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|
|
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|
Sachetta, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
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|
Sei Investments Co
|
|
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|
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|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
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|
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|
CGC Financial Services, LLC
|
|
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|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Warner Financial, Inc
|
|
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|
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|
Mystic Asset Management, Inc.
|
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|
|
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|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
City State Bank
|
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|
Meridian Financial, LLC
|
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Urban Financial Advisory Corp
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Dogwood Wealth Management LLC
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|
Federation des caisses Desjardins du Quebec
|
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|
BancorpSouth Bank
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|
Prosperity Consulting Group, LLC
|
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|
Iron Horse Wealth Management, LLC
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Optimist Retirement Group LLC
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Meridian Wealth Partners, LLC
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Rebalance, Llc
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Insigneo Advisory Services, Llc
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Atlas Legacy Advisors, LLC
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Vivaldi Capital Management, LLC
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NFP Retirement, Inc.
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LongView Wealth Management
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Integrity Financial Corp /WA
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|
Verus Capital Partners, Llc
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|
Evolution Wealth Advisors, LLC
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|
Values Added Financial LLC
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|
Hamilton Point Investment Advisors, LLC
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L.K. Benson & Company, P.C.
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Moloney Securities Asset Management, LLC
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Trust Point Inc.
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GW&K Investment Management, LLC
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Jackson Hole Capital Partners, LLC
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Hartland & Co., LLC
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Northwest Wealth Management, Llc
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WP Advisors, LLC
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|
Schmidt P J Investment Management Inc
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Miller Financial Services LLC
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Capital A Wealth Management, LLC
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MBE Wealth Management, LLC
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Bokf, Na
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Per Stirling Capital Management, LLC.
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Redwood Financial Network Corp
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Massmutual Trust Co Fsb/adv
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Liberty Wealth Management Llc
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Optima Capital Llc
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Cozad Asset Management Inc
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Compass Ion Advisors, LLC
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Clark Estates Inc/ny
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Elm Partners Management LLC
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Berkeley Capital Partners, LLC
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Twin Focus Capital Partners, Llc
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ZynergyRetirementPlanningLLC
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Permanent Capital Management, LP
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Mayport, Llc
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Nautilus Advisors LLC
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Callan Capital, LLC
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Highline Wealth Partners Llc
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Waldron Private Wealth LLC
|
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|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
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|
Bond & Devick Financial Network, Inc.
|
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Kentucky Trust Co
|
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Cascade Financial Partners, LLC
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Jpmorgan Chase & Co
|
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DORVAL Corp
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TruWealth Advisors, LLC
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Tudor Investment Corp Et Al
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Perfromance Wealth Partners, LLC
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Sepio Capital, LP
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Marshall Financial Group Inc /adv
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B & T Capital Management DBA Alpha Capital Management
|
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|
Geometric Wealth Advisors
|
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True Wealth Design, LLC
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Wealth Enhancement Advisory Services, Llc
|
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RW Investment Management LLC
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1st Source Bank
|
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Auto-Owners Insurance Co
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Waters Parkerson & Co., Llc
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Gilbert & Cook, Inc.
|
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Cascade Wealth Advisors, Inc
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Annis Gardner Whiting Capital Advisors, LLC
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AdvisorNet Financial, Inc
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Rareview Capital LLC
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Wood Tarver Financial Group, LLC
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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BlackRock, Inc.
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Aspen Capital Management, LLC
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GEN Financial Management, INC.
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Herold Advisors, Inc.
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Cannon Wealth Management Services, LLC
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Minot DeBlois Advisors LLC
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Madden Advisory Services, Inc.
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Van Den Berg Management I, Inc
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Aptus Capital Advisors, LLC
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|
Accredited Investors Inc.
|
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MeadowBrook Investment Advisors LLC
|
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|
First Citizens Bank & Trust Co
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Motley Fool Wealth Management, LLC
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|
JDM Financial Group LLC
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King Wealth
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Creative Capital Management Investments LLC
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Praetorian Wealth Management, Inc.
|
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|
Elm3 Financial Group, LLC
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Level Four Advisory Services, Llc
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Kitching Partners, Llc
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Providence Capital Advisors, LLC
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Francis Financial, Inc.
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Index Fund Advisors, Inc.
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Dagco, Inc.
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North Star Investment Management Corp.
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Chemistry Wealth Management LLC
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|
Lodestar Private Asset Management Llc
|
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|
Fmr Llc
|
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|
Agate Pass Investment Management, LLC
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|
Austin Private Wealth, LLC
|
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|
|
Capital Advisors Inc/ok
|
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|
Motco
|
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|
Guyasuta Investment Advisors Inc
|
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|
Goldman Sachs Group Inc
|
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|
VestGen Advisors, LLC
|
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|
West Paces Advisors Inc.
|
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|
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|
Brass Tax Wealth Management, Inc
|
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McIlrath & Eck, LLC
|
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|
|
|
|
Mokosak Advisory Group, LLC
|
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|
|
Ameriprise Financial Inc
|
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|
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|
|
Kestra Advisory Services, LLC
|
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Manuka Financial, LLC
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American Money Management, LLC
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Means Investment Co., Inc.
|
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|
Pettyjohn, Wood & White, Inc
|
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Berger Financial Group, Inc
|
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|
|
|
Calamos Wealth Management LLC
|
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|
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|
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Laurel Wealth Advisors LLC
|
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|
|
MGB Wealth Management, LLC
|
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|
|
|
|
PMV Capital Advisers, LLC
|
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|
Coastwise Capital Group, LLC
|
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|
Chapman Financial Group, Llc
|
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|
Clifford Swan Investment Counsel Llc
|
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|
|
Comprehensive Money Management Services LLC
|
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|
|
First Manhattan Co
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
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|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
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Toroso Investments, LLC
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|
Lokken Investment Group LLC
|
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|
Conservest Capital Advisors, Inc.
|
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|
|
|
|
Teacher Retirement System Of Texas
|
|
|
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|
Caitlin John, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
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|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Authentikos Wealth Advisory, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
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|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
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|
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|
Elevated Capital Advisors, LLC
|
|
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|
|
|
Bank of New Hampshire
|
|
|
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|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
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|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
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|
CX Institutional
|
|
|
|
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|
Level Financial Advisors, Inc.
|
|
|
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|
McGuire Investment Group, LLC
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
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|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
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|
Glenview Trust Co
|
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|
JustInvest LLC
|
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|
Weitzel Financial Services, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
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|
Kestra Private Wealth Services, Llc
|
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|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Creative Planning
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
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|
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|
McAdam, LLC
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|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
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|
Great Diamond Partners, LLC
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|
Atlantic Union Bankshares Corp
|
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|
Walker Financial Services, Inc.
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
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|
City Holding Co
|
|
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|
Newbridge Financial Services Group, Inc.
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|
|
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|
Rehmann Capital Advisory Group
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|
Rik Saylor Financial, Inc.
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|
|
|
Mission Creek Capital Partners, Inc.
|
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|
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|
Winthrop Capital Management, LLC
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|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Systelligence, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
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|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
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|
|
|
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|
Sentry LLC
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|
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|
Horizon Family Wealth, Inc.
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|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
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|
Nicholas Hoffman & Company, LLC.
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|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
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|
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|
Eagle Bay Advisors LLC
|
|
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|
|
|
Family Investment Center, Inc.
|
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|
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|
Arkadios Wealth Advisors
|
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|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
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|
Fiduciary Alliance LLC
|
|
|
|
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|
Anderson Hoagland & Co
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|
Peak Asset Management, LLC
|
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|
Qrg Capital Management, Inc.
|
|
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|
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|
Parkside Advisors LLC
|
|
|
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|
Embree Financial Group
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|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
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|
|
Brown Advisory Inc
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|
Csenge Advisory Group
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SJS Investment Consulting Inc.
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Mpwm Advisory Solutions, Llc
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|
Vise Technologies, Inc.
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Passive Capital Management, LLC.
|
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Advyzon Investment Management, LLC
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|
Squarepoint Ops LLC
|
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|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
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Arrowroot Family Office, LLC
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Coordinated Financial Services, Inc.
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Custos Family Office, LLC
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Sunbelt Securities, Inc.
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Folger Nolan Fleming Douglas Capital Management, Inc
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Montag A & Associates Inc
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Dentgroup LLC
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Westover Capital Advisors, LLC
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Journey Strategic Wealth Llc
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LJI Wealth Management, LLC
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25 Llc
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Baker Tilly Financial, Llc
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Seven Springs Wealth Group, LLC
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Strategies Wealth Advisors, LLC
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Evergreen Advisors, LLC
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BLB&B Advisors, LLC
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Sharp Financial Services, LLC
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Jackson, Grant Investment Advisers, Inc.
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Capital Asset Advisory Services LLC
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Salem Investment Counselors Inc
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Wealthcare Advisory Partners LLC
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Family Wealth Partners, Llc
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First Horizon Advisors, Inc.
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Mjp Associates Inc /adv
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Williams Jones Wealth Management, LLC.
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Planning Directions Inc
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Forza Wealth Management, LLC
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David Kennon Inc
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Summit Wealth Partners, LLC
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Red Wave Investments LLC
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Wall Street Access Asset Management, LLC
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First Pacific Financial
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Bridges Investment Management Inc
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Old National Bancorp /in/
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White Wing Wealth Management
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Wealth Management Strategies, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Somerset Group LLC
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Disciplined Investors, L.L.C.
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Wellington Management Group Llp
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Clarius Group, LLC
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Boston Research & Management Inc
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Alpine Bank Wealth Management
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Keyvantage Wealth, Llc
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Cahill Wealth Management, LLC
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RiverGlades Family Offices LLC
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Quest Investment Management Llc
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Connable Office Inc
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Dohj, Llc
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Spectrum Wealth Counsel, LLC
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Brown, Lisle/cummings, Inc.
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Benchmark Financial Wealth Advisors, LLC
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Alhambra Investment Partners LLC
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CWA Asset Management Group, LLC
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Berkshire Money Management, Inc.
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Shared Vision Wealth Group LLC
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First Heartland Consultants, Inc.
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Goelzer Investment Management, Inc.
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Global Trust Asset Management, LLC
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Washington Trust Bank
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Twin City Private Wealth, Llc
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Traveka Wealth, LLC
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Flower City Capital
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Wealth Alliance
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Everstar Asset Management, LLC
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Hm Payson & Co
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Kirtland Hills Capital Management, Llc
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Assetmark, Inc
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Sage Mountain Advisors LLC
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Atlantic Edge Private Wealth Management, LLC
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Shira Ridge Wealth Management
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Droms Strauss Advisors Inc /mo/ /adv
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Mairs & Power Inc
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio
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New Covenant Trust Company, N.A.
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Searle & Co.
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National Bank Of Canada /fi/
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Rosenblum Silverman Sutton S F Inc /ca
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Valtinson Bruner Financial Planning LLC
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Alta Wealth Advisors LLC
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UNIVEST FINANCIAL Corp
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IAG Wealth Partners, LLC
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Lincoln National Corp
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Stephenson & Company, Inc.
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Promus Capital, LLC
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Noesis Capital Mangement Corp
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Triad Wealth Partners, LLC
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Signature Estate & Investment Advisors Llc
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Capital Performance Advisors Llp
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First United Bank Trust/
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Cwm, Llc
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Life Planning Partners, Inc
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Post Resch Tallon Group Inc.
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Apella Capital, LLC
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Vermillion Wealth Management, Inc.
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Symphony Financial, Ltd. Co.
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Johnson Investment Counsel Inc
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Shepherd Financial Partners LLC
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Agf Management Ltd
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Mitchell Mcleod Pugh & Williams Inc
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Financial Perspectives, Inc
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Obermeyer Wood Investment Counsel, Lllp
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OneAscent Financial Services LLC
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Peapack Gladstone Financial Corp
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Randolph Co Inc
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Alliance Wealth Advisors, LLC
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Wesbanco Bank Inc
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Logan Capital Management Inc
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Envestnet Portfolio Solutions, Inc.
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TOWER TRUST & INVESTMENT Co
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Golden Bell Financial Planning LLC
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Latigo Investments, LLC
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Crumly & Associates Inc.
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Alpha Cubed Investments, LLC
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IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
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High Note Wealth, LLC
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Sand Hill Global Advisors, LLC
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Oarsman Capital, Inc.
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Fortitude Family Office, LLC
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Optimum Investment Advisors
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TriaGen Wealth Management LLC
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Washington Trust Advisors, Inc.
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Caldwell Securities, Inc
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Northstar Asset Management Llc
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Bear Mountain Capital, Inc.
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Ade, Llc
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Caliber Wealth Management, LLC / KS
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Binnacle Investments Inc
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Regions Financial Corp
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Eastern Bank
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Carson Advisory Inc.
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Quantinno Capital Management LP
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Advisor Group Holdings, Inc.
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Marks Group Wealth Management, Inc
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Petix & Botte Co
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Allodium Investment Consultants, LLC
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Absher Wealth Management, Llc
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Penobscot Wealth Management
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Armis Advisers, LLC
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Quest 10 Wealth Builders, Inc.
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Gpwm Llc
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Albion Financial Group /ut
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Proficio Capital Partners LLC
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Sensible Financial Planning & Management, LLC.
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Center for Financial Planning, Inc.
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Narus Financial Partners, LLC
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Sowell Financial Services LLC
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Pandi, LLC
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Harmony Asset Management Llc
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Skopos Labs, Inc.
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Signaturefd, Llc
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Florida Financial Advisors, Llc
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Kozak & Associates, Inc.
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Chesley Taft & Associates LLC
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Wellspring Financial Advisors, LLC
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Bearing Point Capital, Llc
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Acorn Wealth Advisors, LLC
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LexAurum Advisors, LLC
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Romano Brothers And Company
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Tidemark, LLC
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Signet Financial Management, Llc
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JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
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|
Wulff, Hansen & Co.
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Elser Financial Planning, Inc
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Stephens Inc /ar/
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Patron Partners Advisors, Llc
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REAP Financial Group, LLC
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|
Bell Bank
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DiMeo Schneider & Associates, L.L.C.
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|
Independence Bank of Kentucky
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|
Susquehanna International Group, Llp
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|
|
Vanguard Group Inc
|
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Cetera Investment Advisers
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Robertson Stephens Wealth Management, LLC
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Leavell Investment Management, Inc.
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Sierra Capital LLC
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AA Financial Advisors, LLC
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Charis Legacy Partners, LLC
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Fortis Capital Management LLC
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|
Trust Co Of Vermont
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Duncker Streett & Co Inc
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Spinnaker Trust
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Meeder Advisory Services, Inc.
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Pennsylvania Capital Management Inc /adv
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Sara-Bay Financial
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Hurley Capital, LLC
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Finward Bancorp
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Bfsg, Llc
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Strategic Wealth Partners, Ltd.
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Ewa, Llc
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Kcm Investment Advisors Llc
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Family Legacy Financial Solutions, LLC
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FSA Wealth Management LLC
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Foundations Investment Advisors, LLC
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Strategic Investment Advisors / MI
|
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Atria Investments Llc
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MBA Advisors LLC
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Red Lighthouse Investment Management, Llc
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DeDora Capital, Inc.
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Harbour Investments, Inc.
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RMB Capital Management, LLC
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Berkshire Asset Management Llc/pa
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Pnc Financial Services Group, Inc.
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Adirondack Trust Co
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First Hawaiian Bank
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Blueprint Investment Partners LLC
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Matrix Private Capital Group Llc
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Scott Capital Advisors, LLC
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Resolute Wealth Strategies, LLC
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Meridian Investment Counsel Inc.
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Summit Global Investments
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Lam Group, Inc.
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Heck Capital Advisors, LLC
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Cornerstone Wealth Advisors, Inc.
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ProVise Management Group, LLC
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Seacrest Wealth Management, Llc
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|
Collective Family Office Llc
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Swp Financial Llc
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Glaxis Capital Management, LLC
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Aureus Asset Management, LLC
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BIP Alliance, LLC
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Wealth Management Nebraska
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Beacon Bridge Wealth Partners, LLC
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McCarthy Grittinger Financial Group, LLC
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Pandora Wealth, Inc.
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Burke & Herbert Bank & Trust Co
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Alesco Advisors Llc
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Schwab Charitable Fund
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Traub Capital Management LLC
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Buckingham Strategic Partners
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Financial Gravity Companies, Inc.
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|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
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Litman Gregory Asset Management LLC
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Bridgewealth Advisory Group, LLC
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Ullmann Financial Group, Inc.
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Spire Wealth Management
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McKinley Carter Wealth Services, Inc.
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180 Wealth Advisors, Llc
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Murphy & Mullick Capital Management Corp
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|
Bernardo Wealth Planning LLC
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|
Brick & Kyle, Associates
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|
Founders Financial Alliance, LLC
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|
Eclectic Associates Inc /adv
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Moss Adams Wealth Advisors LLC
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|
Smith, Moore & Co.
|
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|
Adams Wealth Management
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|
Davidson Investment Advisors
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|
Citigroup Inc
|
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|
Umb Bank N A/mo
|
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|
Webster Bank, N. A.
|
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|
Aries Wealth Management
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|
Nemes Rush Group LLC
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|
DecisionMap Wealth Management, LLC
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|
Werba Rubin Papier Wealth Management
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Boyd Wealth Management, LLC
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Paulson Wealth Management Inc.
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Bradley Foster & Sargent Inc/ct
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Westbourne Investments, Inc.
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Rocky Mountain Advisers, Llc
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KWB Wealth
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Fairvoy Private Wealth, LLC
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Cabot-Wellington, LLC
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Investment Research & Advisory Group, Inc.
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Charter Oak Capital Management, LLC
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Jeppson Wealth Management, Llc
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|
Golden Road Advisors Llc
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|
Planwiser Financial, Llc
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|
Fiduciary Family Office, Llc
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|
Keebeck Wealth Management, LLC
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Viewpoint Capital Management LLC
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CacheTech Inc.
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Global Retirement Partners, LLC
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Community Bank, N.A.
|
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Ashton Thomas Private Wealth, LLC
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|
Single Point Partners, LLC
|
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|
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
|
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Oak Hill Wealth Advisors, Llc
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|
D'Orazio & Associates, Inc.
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|
Johnson Financial Group, LLC
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First National Corp /ma/ /adv
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|
Roundview Capital LLC
|
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|
Northstar Advisory Group, LLC
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|
Orion Portfolio Solutions, LLC
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|
GWM Advisors LLC
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|
First Bancorp, Inc /ME/
|
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|
GFG Capital, LLC
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|
Appleton Partners Inc/ma
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Libra Wealth Llc
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Wingate Wealth Advisors, Inc.
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WealthTrust Axiom LLC
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SBI Securities Co., Ltd.
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|
Summit Wealth Group Llc / Co
|
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|
jvl associates llc
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Coldstream Capital Management Inc
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Montis Financial, LLC
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Columbia River Financial Group, LLC
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West Bancorporation Inc
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|
Ameritas Advisory Services, LLC
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|
SWAN Capital LLC
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Strategic Equity Management
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LifeGuide Financial Advisors, LLC
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Glen Eagle Advisors, LLC
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Penobscot Investment Management Company, Inc.
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Relyea Zuckerberg Hanson LLC
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Ieq Capital, Llc
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Aletheian Wealth Advisors LLC
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Mission Wealth Management, Lp
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AF Advisors, Inc.
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Parsons Capital Management Inc/ri
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Wilson & Boucher Capital Management, LLC
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Obsidian Personal Planning Solutions LLC
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Titleist Asset Management, Llc
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IFG Advisors, LLC
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MidAtlantic Capital Management, Inc.
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HHM Wealth Advisors, LLC
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Gryphon Financial Partners LLC
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TPG Financial Advisors, LLC
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Nelson Capital Management, LLC
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Axiom Financial Strategies, LLC
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Taylor & Morgan Wealth Management, LLC
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Douglass Winthrop Advisors, LLC
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Schroder Investment Management Group
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Astoria Portfolio Advisors LLC.
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SILVER OAK SECURITIES, Inc
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Connecticut Wealth Management, LLC
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Journey Advisory Group, LLC
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Probity Advisors, Inc.
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CIBC Private Wealth Group, LLC
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Townsquare Capital Llc
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NorthCrest Asset Manangement, LLC
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Pineridge Advisors LLC
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Noble Wealth Management PBC
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Signal Advisors Wealth, LLC
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Gibraltar Capital Management, Inc.
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DHJJ Financial Advisors, Ltd.
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JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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Howard Capital Management Group, LLC
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Prospect Financial Group LLC
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SilverOak Wealth Management LLC
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Madison Asset Management, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Truepoint, Inc.
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Empowered Funds, LLC
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Country Trust Bank
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Grant/GrossMendelsohn, LLC
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Cottage Street Advisors LLC
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Penney Financial, LLC
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Mayflower Financial Advisors, LLC
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Signature Securities Group Corporation
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Apexium Financial, Lp
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Wealthedge Investment Advisors, Llc
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Redmont Wealth Advisors Llc
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Arcadia Wealth Management, LLC
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Financial Advisory Partners, Llc
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McNaughton Wealth Management, LLC
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Karpus Management, Inc.
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Global Wealth Management Investment Advisory, Inc.
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Compton Wealth Advisory Group, LLC
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Integrated Advisors Network LLC
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Balanced Wealth Group Llc
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Seven Mile Advisory
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Oakworth Capital, Inc.
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Marshall & Sullivan Inc /wa/
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Aspiring Ventures, LLC
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Hunter Associates Investment Management Llc
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Moors & Cabot, Inc.
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Modera Wealth Management, LLC
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Mcdonald Partners Llc
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Ironwood Investment Counsel, LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Benjamin Edwards Inc
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Mark Sheptoff Financial Planning, Llc
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Pflug Koory, LLC
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Nottingham Advisors, Inc.
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Cornerstone Advisory, LLC
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Sawyer & Company, Inc
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Wealthfront Advisers Llc
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Bell Investment Advisors, Inc
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BIP Wealth, LLC
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Granite Harbor Advisors, Inc.
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BluePointe Capital Management, LLC
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TPG Advisors LLC
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U.S. Capital Wealth Advisors, LLC
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Russell Investments Group, Ltd.
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Delap Wealth Advisory, Llc
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Rainey & Randall Investment Management Inc.
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Wealthquest Corp
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Hancock Whitney Corp
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DMKC Advisory Services, LLC
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Koshinski Asset Management, Inc.
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Archer Investment Corp
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Pecaut & Co.
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State Street Corp
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Gts Securities Llc
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Riverview Capital Advisers, LLC
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FreeGulliver LLC
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PFS Partners, LLC
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Grandview Asset Management LLC
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Facet Wealth, Inc.
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GPS Wealth Strategies Group, LLC
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Tyche Wealth Partners LLC
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Private Wealth Management Group, LLC
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GAMMA Investing LLC
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Nwam Llc
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Pinnacle Wealth Planning Services, Inc.
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RSEE - Collaborative Investment Series Trust - Rareview Systematic Equity ETF
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Capital Advantage, Inc.
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Platform Technology Partners
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Bluestem Financial Advisors, Llc
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Santori & Peters, Inc.
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MEMBERS Trust Co
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Summit Trail Advisors, Llc
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AlTi Global, Inc.
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waypoint wealth counsel
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Fairman Group, LLC
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Team Financial Group, LLC
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CI Private Wealth, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Mariner, LLC
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Founders Grove Wealth Partners, Llc
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Accel Wealth Management
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Capital Investment Advisors, LLC
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Old North State Wealth Management, LLC
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WealthCare Investment Partners, LLC
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International Assets Investment Management, Llc
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Advisor Resource Council
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Trinity Financial Advisors LLC
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Wills Financial Group LLC
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TFB Advisors LLC
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Sage Financial Group Inc
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TrueWealth Advisors, LLC
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Patriot Investment Management Inc.
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Cambridge Capital Management, Llc
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Vestor Capital, Llc
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Howland Capital Management Llc
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Pasadena Private Wealth, LLC
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Abound Wealth Management
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Stonebridge Capital Advisors LLC
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Greenhouse Wealth Management, LLC
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HCR Wealth Advisors
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Kathmere Capital Management, LLC
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Allworth Financial LP
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SOL Capital Management CO
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WMG Financial Advisors, LLC
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Exencial Wealth Advisors, Llc
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Southland Equity Partners LLC
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Washburn Capital Management, Inc.
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UBS Group AG
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Fiduciary Advisors, Inc.
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Acima Private Wealth, Llc
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Farmers & Merchants Trust Co of Chambersburg PA
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CPA Asset Management LLC
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Tectonic Advisors Llc
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Martin Worley Group
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Venture Visionary Partners LLC
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TruNorth Capital Management, LLC
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Compass Planning Associates Inc
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First National Bank Of Omaha
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Equitable Holdings, Inc.
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AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
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Zhang Financial LLC
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Cherry Tree Wealth Management, LLC
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Franklin, Parlapiano, Turner & Welch, LLC
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Shorepoint Capital Partners LLC
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Conning Inc.
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Security Financial Services, INC.
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Transform Wealth, LLC
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Avion Wealth
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Arbor Wealth Advisors LLC
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Rothschild Investment Llc
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Royal Bank Of Canada
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Sovereign Financial Group, Inc.
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Ariston Services Group
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Etesian Wealth Advisors, Inc.
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Highland Capital Management, Llc
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Solstein Capital, LLC
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Patrick M Sweeney & Associates, Inc
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CAPROCK Group, Inc.
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Pin Oak Investment Advisors Inc
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Graves-Light Private Wealth Management, Inc.
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Heartwood Wealth Advisors LLC
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Garde Capital, Inc.
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Elevate Wealth Advisory, Inc
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Kavar Capital Partners Group, Llc
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Fairview Capital Investment Management, Llc
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West Oak Capital, LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Hiley Hunt Wealth Management
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Thomasville National Bank
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Signal Tree Financial Partners Llc
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GeoWealth Management, LLC
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Seek First Inc.
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Legacy Wealth Managment, LLC/ID
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Schechter Investment Advisors, LLC
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Jones Financial Companies Lllp
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AllSquare Wealth Management LLC
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Sovran Advisors, LLC
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Regatta Capital Group, Llc
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Tocqueville Asset Management L.p.
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Kovack Advisors, Inc.
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Traction Financial Partners, LLC
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Dakota Wealth Management
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Halbert Hargrove Global Advisors, Llc
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Parkworth Wealth Management, Inc.
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Sims Investment Management, Llc
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Taylor, Cottrill, Erickson & Associates, Inc.
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Ascent Group, LLC
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Atlas Capital Advisors Llc
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Hopwood Financial Services, Inc.
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Investor's Fiduciary Advisor Network, LLC
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Commerce Bank
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Tanglewood Legacy Advisors, LLC
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Kera Capital Partners, Inc.
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Meridian Financial Partners LLC
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Western Wealth Management, LLC
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Inlight Wealth Management, LLC
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Simon Quick Advisors, Llc
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Rakuten Securities, Inc.
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Mycio Wealth Partners, Llc
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Green Harvest Asset Management LLC
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NorthLanding Financial Partners, LLC
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Spirepoint Private Client, Llc
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Fuller & Thaler Asset Management, Inc.
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Capital Group Private Client Services, Inc.
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Hall Capital Management Co Inc
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Tranquility Partners, LLC
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Moser Wealth Advisors, LLC
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Austin Wealth Management, LLC
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Selective Wealth Management, Inc.
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Colonial Trust Co / SC
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Marble Harbor Investment Counsel, LLC
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PDS Planning, Inc
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Bank of Marin
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GSB Wealth Management, LLC
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Stephenson National Bank & Trust
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Apollon Wealth Management, LLC
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HBK Sorce Advisory LLC
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GoalFusion Wealth Management, LLC
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Condor Capital Management
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Holderness Investments Co
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Mittelman Wealth Management
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Security National Bank Of Sioux City Iowa /ia/
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Legacy Trust
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Valley National Advisers Inc
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J Hagan Capital, Inc.
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Rockwood Wealth Management, LLC
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Arete Wealth Advisors, LLC
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Aaron Wealth Advisors LLC
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Goepper Burkhardt LLC
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Vestmark Advisory Solutions, Inc.
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WESCAP Management Group, Inc.
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New Century Financial Group, LLC
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Gibson Wealth Advisors LLC
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Nilsine Partners, LLC
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Forefront Analytics, LLC
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JMG Financial Group, Ltd.
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Astoria Strategic Wealth, Inc.
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Diversify Wealth Management, Llc
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Investment Partners, Ltd.
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Retirement Wealth Solutions LLC
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True North Advisors, LLC
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Vista Wealth Management Group, LLC
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Smith Anglin Financial, LLC
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Sagespring Wealth Partners, Llc
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Capital Advisors, Ltd. LLC
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Chris Bulman Inc
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St. Louis Trust Co
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Ti-trust, Inc
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Davis R M Inc
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Mason & Associates, LLC
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Michelson Medical Research Foundation, Inc.
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American Investment Services, Inc.
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Great Point Wealth Advisors, LLC
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White Lighthouse Investment Management Inc.
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Milestone Investment Advisors LLC
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Tower Research Capital LLC (TRC)
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MidWestOne Financial Group, Inc.
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Resources Investment Advisors, LLC.
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My Purposeful Wealth Corp.
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Wade Financial Advisory, Inc
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Dynasty Wealth Management, Llc
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Nations Financial Group Inc, /ia/ /adv
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General Partner, Inc.
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Fiduciary Wealth Partners, LLC
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Sheaff Brock Investment Advisors, LLC
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Mountain Hill Investment Partners Corp.
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Culbertson A N & Co Inc
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Portland Financial Advisors Inc
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Chandler Asset Management, Inc.
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Northcape Wealth Management, Llc
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May Barnhard Investments LLC
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Cypress Financial Planning Llc
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Cranbrook Wealth Management, LLC
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Gotham Asset Management, LLC
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Broyhill Asset Management
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Financial Advocates Investment Management
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NavPoint Financial, Inc.
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Tsfg, Llc
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Correct Capital Wealth Management
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Plum Street Advisors, LLC
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Cidel Asset Management Inc
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Paul Damon & Associates, Inc.
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Zeit Capital LLC
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Matisse Capital
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Grandfield & Dodd, Llc
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Pinnacle Financial Group, LLC / IL
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Vishria Bird Financial Group, LLC
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Moneywise, Inc.
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Walkner Condon Financial Advisors LLC
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Wealthspan Partners, Llc
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RTD Financial Advisors, Inc.
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Stockman Wealth Management, Inc.
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Marcum Wealth, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Private Advisor Group, LLC
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Farnam Financial LLC
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Janus Henderson Group Plc
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JGP Wealth Management, LLC
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Soltis Investment Advisors LLC
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Atticus Wealth Management, Llc
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Forte Capital Llc /adv
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Glassman Wealth Services
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S&t Bank/pa
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Atomi Financial Group, Inc.
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Washington Growth Strategies Llc
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Brio Consultants, LLC
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New England Asset Management Inc
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one8zero8, LLC
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Savant Capital, LLC
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Monograph Wealth Advisors, Llc
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Squire Investment Management Company, LLC
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Pitcairn Co
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Benchmark Wealth Management, LLC
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Michels Family Financial, LLC
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Hanlon Investment Management, Inc.
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London Co Of Virginia
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Prepared Retirement Institute LLC
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Foster Group, Inc.
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Valley Financial Group, Inc.
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NWF Advisory Services Inc.
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Kendall Capital Management
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Clayton Financial Group LLC
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Amplius Wealth Advisors, LLC
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Cloud Capital Management, LLC
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Asset Management Group, Inc.
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PAX Financial Group, LLC
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BOK Financial Private Wealth, Inc.
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Millington Financial Advisors, LLC
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Investors Research Corp
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Maryland Capital Advisors Inc.
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Jane Street Group, Llc
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Midwestern Financial, LLC /IA
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Wealthspire Advisors, LLC
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BridgePort Financial Solutions, LLC
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Trifecta Capital Advisors, LLC
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United Bank
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Focused Wealth Management, Inc
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Warwick Investment Management, Inc.
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Calton & Associates, Inc.
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Fifth Third Wealth Advisors LLC
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Root Financial Partners, LLC
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HB Wealth Management, LLC
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Wetherby Asset Management Inc
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Morris Financial Concepts, Inc.
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Lazard Asset Management Llc
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NorthStar Asset Management LLC /NJ/
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Nbt Bank N A /ny
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Tumwater Wealth Management, LLC
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CNB Bank
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Full Sail Capital, LLC
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Avidian Wealth Solutions, LLC
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Bay Capital Advisors, LLC
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Shakespeare Wealth Management, Inc.
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Sandy Cove Advisors, LLC
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Retirement Planning Group
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Northstar Financial Companies, Inc.
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BOS Asset Management, LLC
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Evolution Advisers, Inc.
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Nova Wealth Management, Inc.
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Brown Financial Advisory
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Atlantic Private Wealth, LLC
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Pinnacle Financial Partners Inc
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Melone Private Wealth, LLC
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McClarren Financial Advisors, Inc.
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Curio Wealth, Llc
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Cahill Financial Advisors Inc
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Parker Financial LLC
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Northwestern Mutual Wealth Management Co
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Neuberger Berman Group LLC
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Clarity Capital Advisors, LLC
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Baird Financial Group, Inc.
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Northeast Financial Consultants Inc
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M3 Advisory Group, LLC
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Comerica Bank
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Wells Trecaso Financial Group, LLC
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Frontier Asset Management, LLC
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Retirement Capital Strategies
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Armstrong Henry H Associates Inc
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Global Wealth Strategies & Associates
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Raymond James Financial Inc
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Jag Capital Management, Llc
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Df Dent & Co Inc
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Betterment LLC
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Riverview Trust Co
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Olistico Wealth, LLC
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Hantz Financial Services, Inc.
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Sax Wealth Advisors, Llc
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MBM Wealth Consultants, LLC
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Roof Eidam & Maycock/adv
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First Community Trust Na
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Ballast, Inc.
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Miracle Mile Advisors, LLC
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Pinnacle Associates Ltd
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Verum Partners LLC
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Diversified Trust Co
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Koss-Olinger Consulting, LLC
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Mascoma Wealth Management LLC
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Beck Mack & Oliver Llc
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Ark & Tlk Investments, Llc
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Harbor Group, Inc.
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Riverpoint Wealth Management Holdings, LLC
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Greenleaf Trust
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Ulland Investment Advisors, LLC
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Founders Capital Management
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Mackenzie Financial Corp
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Marquette Asset Management, LLC
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Acas, Llc
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Blueprint Financial Advisors LLC
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North Capital, Inc.
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TCTC Holdings, 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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|
Avalon Trust Co
|
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|
Sensible Money, LLC
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Proffitt & Goodson Inc
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EagleClaw Capital Managment, LLC
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Pacific Sage Partners, LLC
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AssuredPartners Investment Advisors, LLC
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Warren Averett Asset Management, LLC
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Petredis Investment Advisors Llc
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|
Martel Wealth Advisors Inc
|
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Sawgrass Asset Management Llc
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Beacon Pointe Advisors, LLC
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CHURCHILL MANAGEMENT Corp
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Waterford Advisors, LLC
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|
Whittier Trust Co
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Roberts Wealth Advisors, LLC
|
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|
Mill Creek Capital Advisors, LLC
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Atala Financial Inc
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Peachtree Investment Partners, LLC
|
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Sunbeam Capital Management, LLC
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Nixon Peabody Trust Co
|
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|
Gamco Investors, Inc. Et Al
|
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|
Principia Wealth Advisory, LLC
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|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
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|
Tanager Wealth Management LLP
|
|
|
|
|
|
Trust Co
|
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|
|
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|
Liberty Square Wealth Partners Llc
|
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Eagle Bluffs Wealth Management LLC
|
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|
SC&H Financial Advisors, Inc.
|
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|
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|
Employees Retirement System of Texas
|
|
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|
Affinity Capital Advisors, LLC
|
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|
|
|
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
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|
|
|
|
TCG Advisory Services, LLC
|
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|
Lodestone Wealth Management LLC
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|
Sequoia Financial Advisors, LLC
|
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|
Market Street Wealth Management Advisors Llc
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MAI Capital Management
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Camelot Technology Advisors, Inc.
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Oak Harbor Wealth Partners, Llc
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Human Investing LLC
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Eukles Asset Management
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|
Game Plan Financial Advisors, LLC
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|
Wit, Llc
|
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|
Synergy Financial Group, LTD
|
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|
Bogart Wealth, LLC
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|
J2 Capital Management Inc
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|
Harbour Capital Advisors, LLC
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Brown Brothers Harriman & Co
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|
Marquette Associates, Inc.
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|
Heritage Investors Management Corp
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Boston Private Wealth Llc
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Vantage Financial Partners, LLC
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|
Hilltop Holdings Inc.
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|
IFC Advisors LLC
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Cassaday & Co Wealth Management LLC
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|
Arjuna Capital
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|
Dimension Capital Management Llc
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|
Hoey Investments, Inc
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Ellenbecker Investment Group
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Advocate Group Llc
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|
Chicago Partners Investment Group LLC
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BSW Wealth Partners
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Visionary Wealth Advisors
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Twele Capital Management, Inc.
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Cape Investment Advisory, Inc.
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Sound Income Strategies, LLC
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Empower Advisory Group, LLC
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West Financial Advisors, LLC
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Oxbow Advisors, LLC
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|
Adamsbrown Wealth Consultants Llc
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Boreal Capital Management LLC
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First Trust Advisors Lp
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Stillwater Capital Advisors, LLC
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|
Tribridge Partners Financial LLC
|
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|
Midland Wealth Advisors Llc
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
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|
|
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|
American Financial & Tax Strategies Inc
|
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|
Team Hewins, LLC
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|
Key FInancial Inc
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Resonant Capital Advisors, LLC
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|
L2 Asset Management, LLC
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|
CoreCap Advisors, LLC
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|
Rede Wealth, LLC
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|
Zrc Wealth Management, Llc
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|
Wambolt & Associates, LLC
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|
Cary Street Partners Financial Llc
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|
Pathway Financial Advisors LLC
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|
Smith Chas P & Associates Pa Cpas
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|
Coastal Bridge Advisors, LLC
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|
TD Capital Management LLC
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|
Sloy Dahl & Holst, LLC
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|
Bank Of America Corp /de/
|
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|
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|
Truvestments Capital Llc
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|
LMG Wealth Partners, LLC
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|
Ancora Advisors, LLC
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Topel & Distasi Wealth Management, LLC
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Keb Asset Management, Llc
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Farther Finance Advisors, LLC
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Howard Wealth Management, Llc
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Sunburst Financial Group, LLC
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Northeast Investment Management
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Granite FO LLC
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Modus Advisors, LLC
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Luminist Capital LLC
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|
Pacitti Group Inc.
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|
New England Private Wealth Advisors LLC
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|
Checchi Capital Advisers, LLC
|
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|
Intrinsic Value Partners, LLC
|
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|
Trust Co of the South
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|
Gradient Capital Advisors, LLC
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|
Catalyst Financial Partners Llc
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|
Ironwood Wealth Management, LLC.
|
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|
Columbia Asset Management
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|
Kwmg, Llc
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|
Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio
|
|
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|
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|
Horan Securities, Inc.
|
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|
McLean Asset Management Corp
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|
PrairieView Partners, LLC
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|
Register Financial Advisors LLC
|
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|
Stonebrook Private Inc.
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|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
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|
Gleason Group, Inc.
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Nestegg Advisors, Inc.
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Transce3nd, LLC
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Brighton Jones Llc
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|
Chilton Investment Co Llc
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|
Advisory Alpha, LLC
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|
Mutual Advisors, LLC
|
|
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|
Orgel Wealth Management, LLC
|
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|
Rossmore Private Capital
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|
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|
ERn Financial, LLC
|
|
|
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|
Axxcess Wealth Management, Llc
|
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|
N.E.W. Advisory Services LLC
|
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|
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|
Park Capital Management, LLC / WI
|
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|
Smith Asset Management Co., LLC
|
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|
Van Eck Associates Corp
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MAS Advisors LLC
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|
Farrell Financial LLC
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|
Sfm, Llc
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|
Aurelius Family Office LLC
|
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|
Schneider Downs Wealth Management Advisors, LP
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|
|
|
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|
Financial Engines Advisors L.L.C.
|
|
|
|
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|
Fusion Family Wealth LLC
|
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|
|
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|
Atlantic Trust, LLC
|
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|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
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|
Valley Forge Investment Consultants Inc Adv
|
|
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|
Tolleson Wealth Management, Inc.
|
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|
|
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|
Safe Harbor Fiduciary, LLC
|
|
|
|
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|
Infinity Wealth Counsel, LLC
|
|
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|
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|
Thrivent Financial For Lutherans
|
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|
Crestwood Advisors Group LLC
|
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|
Spreng Capital Management, Inc.
|
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|
Farmers & Merchants Investments Inc
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GDS Wealth Management
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|
Youngs Advisory Group, Inc.
|
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|
Crowley Wealth Management, Inc.
|
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Legacy Investment Solutions, LLC
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Abacus Wealth Partners, LLC
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Searcy Financial Services Inc /adv
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Focus Financial Network, Inc.
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Dorsey & Whitney Trust CO LLC
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First National Bank of Mount Dora, Trust Investment Services
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Tower View Investment Management & Research LLC
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Marco Investment Management Llc
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Transcendent Capital Group LLC
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Capital City Trust Co/fl
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WPG Advisers, LLC
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Keystone Financial Services, LLC
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UMA Financial Services, Inc.
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Courage Miller Partners, LLC
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DBK Financial Counsel, LLC
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Parr Mcknight Wealth Management Group, Llc
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Mesirow Financial Investment Management, Inc.
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Mogy Joel R Investment Counsel Inc
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Biltmore Family Office, LLC
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Pittenger & Anderson Inc
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Financial Freedom, LLC
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Drucker Wealth 3.0, LLC
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Peoples Financial Services Corp.
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Archetype Wealth Partners
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Whittier Trust Co Of Nevada Inc
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Creative Financial Designs Inc /adv
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Sofos Investments, Inc.
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Dunhill Financial, LLC
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Pacific Sun Financial Corp
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Financial Connections Group, Inc.
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Black Diamond Financial, LLC
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Ridgewood Investments LLC
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Gladstone Institutional Advisory LLC
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Chapin Davis, Inc.
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Annex Advisory Services, LLC
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Jacobi Capital Management LLC
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Envestnet Asset Management Inc
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Serenus Wealth Advisors, LLC
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Watts Gwilliam & Co., LLC
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Stone Point Wealth LLC
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Keystone Financial Group, Inc.
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Investment Counsel Co Of Nevada
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Alteri Wealth LLC
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Cooper Financial Group
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Vestia Personal Wealth Advisors
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Silicon Valley Capital Partners
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MY Wealth Management Inc.
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Smith & Howard Wealth Management, LLC
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Advisory Resource Group
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Good Life Advisors, LLC
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Valpey Financial Services, LLC
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Headlands Technologies LLC
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Enterprise Bank & Trust Co
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Ballast Advisors Llc
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Schoolcraft Capital LLC
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Northwest Capital Management Inc
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Concurrent Investment Advisors, LLC
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LifeGoal Wealth Advisors
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Defined Wealth Management, Llc
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Center For Asset Management LLC
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MainStreet Investment Advisors LLC
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Onyx Bridge Wealth Group LLC
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Lake Street Financial Llc
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Westside Investment Management, Inc.
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Tompkins Financial Corp
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Johnson Bixby & Associates, LLC
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RWM Asset Management, LLC
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Carter Financial Group, INC.
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Madison Park Capital Advisors, LLC
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Resources Management Corp /ct/ /adv
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Horizons Wealth Management
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Capital Planning LLC
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Columbus Macro, LLC
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21 West Wealth Management LLC
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Pensionmark Financial Group, Llc
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Catalyst Capital Advisors LLC
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Raleigh Capital Management Inc.
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Morton Brown Family Wealth, LLC
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Change Path, LLC
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Verus Financial Partners, Inc.
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Fisher Asset Management, LLC
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Total Wealth Planning, Llc
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Interchange Capital Partners, LLC
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Centricity Wealth Management, LLC
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Dahring | Cusmano Llc
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Woodside Wealth Management LLC
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First Merchants Corp
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Galvin, Gaustad & Stein, LLC
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Paragon Capital Management Inc
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Capital Square, LLC
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Fortitude Advisory Group L.L.C.
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Advance Capital Management, Inc.
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Greenup Street Wealth Management Llc
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Charter Trust Co
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Freestone Capital Holdings, LLC
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Prosperitas Financial LLC
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Diversified Portfolios, Inc.
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EverSource Wealth Advisors, LLC
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Simmons Bank
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Ruggaard & Associates LLC
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Rice Partnership, LLC
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Flagship Harbor Advisors, Llc
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IFG Advisory, LLC
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Smith, Salley & Associates
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Covenant Asset Management, LLC
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Sittner & Nelson, Llc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Strategic Investment Solutions, Inc. /IL
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Riggs Asset Managment Co. Inc.
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Emerald Investment Partners, Llc
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Davis Capital Management
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Refined Wealth Management
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AlphaCore Capital LLC
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Compass Capital Corp /ma/ /adv
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Roxbury Financial LLC
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Arcadia Investment Advisors Llc
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Ritholtz Wealth Management
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Osborne Partners Capital Management, Llc
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Private Wealth Asset Management, LLC
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JTC Employer Solutions Trusteee Ltd
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Oppenheimer & Co Inc
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Claris Financial LLC
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Forum Private Client Group LLC
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XML Financial, LLC
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Private Capital Management Llc
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Harbor Investment Advisory, Llc
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Provenance Wealth Advisors, LLC
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Diversify Advisory Services, LLC
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Putnam Fl Investment Management Co
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Yukon Wealth Management, Inc.
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SigFig Wealth Management, LLC
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Transcend Wealth Collective, Llc
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Stratos Wealth Advisors, LLC
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Fundamentun, Llc
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Westmount Partners, LLC
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Lowe Brockenbrough & Co Inc
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Secure Asset Management, LLC
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Midwest Capital Advisors, LLC
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Gen-Wealth Partners Inc
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Vident Advisory, LLC
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Integral Investment Advisors, Inc.
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Total Clarity Wealth Management, Inc.
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S.A. Mason LLC
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Cherrydale Wealth Management, Llc
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Bank Of Montreal /can/
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1832 Asset Management L.P.
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Magnus Financial Group LLC
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Welch Group, LLC
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Wealth Preservation Advisors, LLC
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Quadrant Private Wealth Management, LLC
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National Wealth Management Group, LLC
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Strategic Financial Services, Inc,
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Essex LLC
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LaSalle St. Investment Advisors, LLC
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Outlook Wealth Advisors, LLC
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Victory Financial Group, Llc
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Naples Global Advisors, Llc
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First Command Advisory Services, Inc.
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Private Management Group Inc
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Wedbush Securities Inc
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Colony Family Offices, LLC
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Duncan Williams Asset Management, LLC
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Orin Green Financial, LLC
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Regimen Wealth, Llc
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SOUTH STATE Corp
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USAdvisors Wealth Management, LLC
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Evergreen Capital Management Llc
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Prime Capital Investment Advisors, LLC
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First American Bank
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Missouri Trust & Investment Co
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Rockefeller Capital Management L.P.
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Gemmer Asset Management LLC
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Spectrum Financial Alliance Ltd LLC
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Private Client Services, Llc
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Wellington Capital Management, Inc.
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O'ROURKE & COMPANY, Inc
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Townsend Asset Management Corp /nc/ /adv
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Clune & Associates, Ltd.
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Pekin Hardy Strauss, Inc.
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Beacon Wealthcare LLC
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Exchange Capital Management, Inc.
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Mustard Seed Financial, LLC
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Wooster Corthell Wealth Management, Inc.
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High Net Worth Advisory Group LLC
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Rialto Wealth Management, LLC
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Headinvest, Llc
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Lifeworks Advisors, LLC
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Bakala Capital Management LLC
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Bank of Jackson Hole Trust
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Van Hulzen Asset Management, LLC
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Loomis Sayles & Co L P
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Carr Financial Group Corp
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Monticello Wealth Management, Llc
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Maseco Llp
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Bedel Financial Consulting, Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Beacon Capital Management, LLC
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EPG Wealth Management LLC
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Acorn Financial Advisory Services Inc /adv
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Dynamic Advisor Solutions LLC
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Disciplined Investments, LLC
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Atria Wealth Solutions, Inc.
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Lyell Wealth Management, Lp
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Objective Capital Management, LLC
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Beaird Harris Wealth Management, LLC
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Mosaic Advisors LLC
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Rodgers & Associates, LTD
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DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
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CENTRAL TRUST Co
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Fort Washington Investment Advisors Inc /oh/
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Keystone Financial Services
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Mml Investors Services, Llc
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Ironwood Financial, llc
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Smith Thornton Advisors LLC
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Concord Wealth Partners
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Old Second National Bank Of Aurora
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Global Strategic Investment Solutions, LLC
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Johnson Financial Group, Inc.
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Madrona Financial Services, LLC
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Fairway Wealth LLC
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Vista Private Wealth Partners. LLC
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Courier Capital Llc
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Elk River Wealth Management, LLC
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Quaker Wealth Management, LLC
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Cordant, Inc.
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Lincoln Capital LLC
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Oak Harvest Investment Services
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VSM Wealth Advisory, LLC
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SkyOak Wealth, LLC
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Linscomb & Williams, Inc.
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Sofi Wealth, Llc
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BCS Private Wealth Management, Inc.
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Hollencrest Capital Management
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Adviser Investments LLC
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Rsm Us Wealth Management Llc
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Hirtle Callaghan & Co LLC
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Franklin Resources Inc
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N/A - Clayton Street Trust - Protective Life Dynamic Allocation Series - Conservative Portfolio
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NewEdge Wealth, LLC
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Envision Financial LLC
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Carl P. Sherr & Co., LLC
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Windward Private Wealth Management Inc.
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VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
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|
Pacific Center for Financial Services
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Mb, Levis & Associates, Llc
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IHT Wealth Management, LLC
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Pachira Investments Inc.
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Cohen Investment Advisors LLC
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Hartmann Taylor Wealth Management, LLC
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Blue Bell Private Wealth Management, Llc
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Mattern Capital Management, Llc
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Fiduciary Financial Group, Llc
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Tradewinds Capital Management, LLC
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Indiana Trust & Investment Management CO
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Fifth Third Securities, Inc.
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JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV
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Melfa Wealth Management, Llc
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Trust Co Of Toledo Na /oh/
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Elios Financial Group Inc.
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Crews Bank & Trust
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Waterloo Capital, L.P.
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Independent Solutions Wealth Management, LLC
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Mitchell Sinkler & Starr/pa
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Mascagni Wealth Management, Inc.
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Moody National Bank Trust Division
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Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
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Forum Financial Management, LP
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Fiera Capital Corp
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Websterrogers Financial Advisors, Llc
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F/M Investments LLC
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Coston, McIsaac & Partners
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HighTower Advisors, LLC
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Pacific Point Advisors, LLC
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Harbour Investment Management Llc
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SAM Advisors, LLC
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Creekside Partners
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Pure Financial Advisors, Inc.
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Signature Resources Capital Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Salomon & Ludwin, LLC
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Sheets Smith Wealth Management
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Fidelis Capital Partners, LLC
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United Advisor Group, LLC
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Leeward Financial Partners, LLC
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J.w. Cole Advisors, Inc.
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Wiser Advisor Group LLC
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Semmax Financial Advisors Inc.
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Vision Capital Management, Inc.
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Financial Management Professionals, Inc.
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Charles Schwab Investment Management Inc
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Cadent Capital Advisors, LLC
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Vontobel Holding Ltd.
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LPL Financial LLC
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Burling Wealth Partners, Llc
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Stokes Family Office, LLC
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EP Wealth Advisors, Inc.
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Altiora Financial Group, LLC
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Stephens Consulting, LLC
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Cresset Asset Management, LLC
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Hilltop National Bank
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Apriem Advisors
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Lpwm Llc
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Gwn Securities Inc.
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Fountainhead AM, LLC
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Cardiff Park Advisors, Llc
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Lcnb Corp
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Advisor OS, LLC
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United Capital Financial Advisers, Llc
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Union Savings Bank
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Beacon Financial Planning, Inc
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Moisand Fitzgerald Tamayo, LLC
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BRYN MAWR TRUST Co
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Pines Wealth Management, LLC
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Great Lakes Advisors, Llc
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Kearns & Associates LLC
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Strategic Financial Concepts, LLC
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Gibson Capital, LLC
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Innovative Wealth Building LLC
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Whelan Financial
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Northern Trust Corp
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Drake & Associates, LLC
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Quantbot Technologies LP
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Citizens Financial Group Inc/ri
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Morgan Stanley
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Capstone Wealth Management Group LLC
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Lido Advisors, LLC
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Anson Capital, Inc.
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Advantage Trust Co
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Silver Coast Investments LLC
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Armor Investment Advisors, LLC
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Advisory Services Network, LLC
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Crescent Grove Advisors, LLC
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Griffin Asset Management, Inc.
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Inspirion Wealth Advisors, Llc
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Certified Advisory Corp
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Richards, Merrill & Peterson, Inc.
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Beirne Wealth Consulting Services, LLC
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CBIZ Investment Advisory Services, LLC
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Clear Creek Financial Management, LLC
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Guardian Wealth Advisors, Llc / Nc
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Beacon Investment Advisory Services, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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One Day In July LLC
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Heritage Investment Group, Inc.
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Novem Group
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Monument Group Wealth Advisors, LLC
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Vawter Financial, Ltd.
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SCS Capital Management LLC
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Warren Street Wealth Advisors, LLC
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Partnership Wealth Management, LLC
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Richard W. Paul & Associates, LLC
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Foster Victor Wealth Advisors, LLC
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Thoroughbred Financial Services, Llc
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Centennial Bank/AR/
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ORG Partners LLC
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Crewe Advisors LLC
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Sterling Capital Management LLC
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Captrust Financial Advisors
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Natixis Advisors, L.p.
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Birchbrook, Inc.
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Brightwater Advisory LLC
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L.m. Kohn & Company
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Oldfather Financial Services, LLC
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Boston Family Office Llc
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Grange Capital, LLC
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Deutsche Bank Ag\
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Hohimer Wealth Management, Llc
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Clarity Wealth Advisors, LLC
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Cornerstone Wealth Management, LLC
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EnRich Financial Partners LLC
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Sigma Planning Corp
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Integrity Alliance, Llc.
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American Capital Advisory, LLC
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Clifford Group, LLC
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Ausdal Financial Partners, Inc.
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Maia Wealth LLC
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BKM Wealth Management, LLC
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Optivise Advisory Services LLC
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BXM Wealth LLC
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Aqr Capital Management Llc
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Glenmede Trust Co Na
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Optas, LLC
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Firestone Capital Management
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LifePlan Investment Advisors, Inc.
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New Republic Capital, LLC
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Janney Montgomery Scott LLC
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Nbc Securities, Inc.
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Cable Hill Partners, LLC
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Brinker Capital Investments, LLC
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Manufacturers Life Insurance Company, The
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Cedar Mountain Advisors, LLC
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Canandaigua National Bank & Trust Co
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PFG Investments, LLC
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Carnegie Capital Asset Management, LLC
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Financial Synergies Wealth Advisors, Inc.
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YHB Investment Advisors, Inc.
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Addison Capital Co
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Thrive Wealth Management, LLC
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Strategic Financial Partners, Ltd.
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
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Aufman Associates Inc
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Bridgewater Advisors Inc.
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LRI Investments, LLC
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Modern Wealth Management, LLC
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MADDEN SECURITIES Corp
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Chilton Capital Management Llc
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Accent Capital Management, LLC
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FineMark National Bank & Trust
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Sandhill Capital Partners LLC
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Stratos Wealth Partners, LTD.
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Silverlake Wealth Management Llc
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Hibernia Wealth Partners, LLC
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WNY Asset Management, LLC
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B.O.S.S. Retirement Advisors, LLC
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Aspiriant, Llc
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Newton One Investments LLC
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Aprio Wealth Management, LLC
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Rathbone Brothers plc
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Ronald Blue Trust, Inc.
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PCA Investment Advisory Services Inc.
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National Asset Management, Inc.
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M&t Bank Corp
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Glenmede Investment Management, LP
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Armbruster Capital Management, Inc.
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4Thought Financial Group Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Manning & Napier Advisors Llc
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Grove Bank & Trust
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Vista Capital Partners, Inc.
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Ellevest, Inc.
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B&l Asset Management Llc
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SPC Financial, Inc.
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Wedmont Private Capital
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Bleakley Financial Group, LLC
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Maripau Wealth Management Llc
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Generation Capital Management LLC
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Larson Financial Group LLC
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Td Private Client Wealth Llc
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MBL Wealth, LLC
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Kingswood Wealth Advisors, Llc
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Cornerstone Advisors Asset Management, Inc
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Newport Capital Group, LLC
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Bbr Partners, Llc
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Paladin Advisory Group, LLC
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Citadel Advisors Llc
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Texas Yale Capital Corp.
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Integrated Wealth Concepts LLC
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Vista Investment Partners Ii, Llc
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Evernest Financial Advisors, LLC
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St Germain D J Co Inc
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Lee Financial Co
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Principal Securities, Inc.
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Summit Financial, LLC
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Carmel Capital Partners, LLC
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Fi3 FINANCIAL ADVISORS, LLC
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Foster Dykema Cabot & Partners, Llc
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IFP Advisors, Inc
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First Business Financial Services, Inc.
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Hoge Financial Services, Llc
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BlueSky Wealth Advisors, LLC
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Sanibel Captiva Trust Company, Inc.
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TFG Advisers LLC
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MCF Advisors LLC
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Commons Capital, Llc
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Keystone Financial Group
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Tactive Advisors, LLC
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Nikulski Financial, Inc.
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Flywheel Private Wealth LLC
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Capital Management Associates, Inc
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Investments & Financial Planning, LLC
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Total Investment Management Inc
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Frank, Rimerman Advisors LLC
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Operose Advisors LLC
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|
Stephen J. Garry & Associates, Llc
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|
Moneta Group Investment Advisors Llc
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|
Essex Savings Bank
|
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|
Congress Wealth Management LLC / DE /
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|
Graypoint LLC
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Roble, Belko & Company, Inc
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ESL Trust Services, LLC
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Stage Harbor Financial, Llc
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Family Management Corp
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Coastline Trust Co
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River Street Advisors LLC
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Pathstone Holdings, LLC
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HighMark Wealth Management LLC
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Northstar Group, Inc.
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Millstone Evans Group, LLC
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Wells Fargo & Company/mn
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Legacy Financial Group LLC
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Principal Financial Group Inc
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Lutz Financial Services LLC
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Parallel Advisors, LLC
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Coastal Investment Advisors, Inc.
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Channel Wealth Llc
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Perkins Coie Trust Co
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Octavia Wealth Advisors, LLC
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Magnolia Capital Advisors Llc
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Exchange Traded Concepts, Llc
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Hardin Capital Partners, LLC
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Silver Oak Advisory Group, Inc.
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CAP Partners, LLC
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Atwater Malick LLC
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Winch Advisory Services, LLC
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Landmark Wealth Management, LLC
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Grimes & Company, Inc.
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Hill Island Financial Llc
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Evolution Wealth Management Inc.
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Pioneer Wealth Management Group
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Marshall Financial Group LLC
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Proquility Private Wealth Partners, LLC
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Andina Capital Management, LLC
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Flaharty Asset Management, LLC
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Capital Analysts, Inc.
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Thompson Investment Management, Inc.
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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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|
Revisor Wealth Management LLC
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Von Berge Wealth Management Group, LLC
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LVW Advisors, LLC
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Capstone Wealth Management Group, Llc
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Bouchey Financial Group Ltd
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CIBC World Markets Inc.
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Better Money Decisions, LLC
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REDW Wealth LLC
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CRA Financial Services, LLC
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World Equity Group, Inc.
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JNBA Financial Advisors
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Shade Tree Advisors LLC
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Sit Investment Associates Inc
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North Ridge Wealth Advisors, Inc.
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Lion Street Advisors, LLC
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Keeler & Nadler Financial Planning & Wealth Management
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|
First Financial Corp /in/
|
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|
Greenwich Wealth Management LLC
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|
Byrne Asset Management LLC
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Tempus Wealth Planning, LLC
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Capital Investment Advisory Services, LLC
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3Chopt Investment Partners, LLC
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Arvest Investments, Inc.
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Middleton & Co Inc/ma
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RoundAngle Advisors LLC
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Sound Financial Strategies Group, LLC
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Cobblestone Capital Advisors Llc /ny/
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GFS Advisors, LLC
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Opal Wealth Advisors, LLC
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Lionshead Wealth Management, LLC
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|
Elevatus Welath Management
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|
Truist Financial Corp
|
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|
American National Bank
|
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|
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|
Princeton Global Asset Management LLC
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|
Opulen Financial Group LLC
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Bordeaux Wealth Advisors LLC
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Balanced Rock Investment Advisor
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Tme Financial, Inc.
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CSM Advisors, LLC
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Monterey Private Wealth, Inc.
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Detalus Advisors, LLC
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Woodard & Co Asset Management Group Inc /adv
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Stock Yards Bank & Trust Co
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|
Colonial Trust Advisors
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|
Stifel Financial Corp
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|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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|
|
|
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|
Vision Financial Markets Llc
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|
Plante Moran Financial Advisors, LLC
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Wbh Advisory Inc
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Rossby Financial, LCC
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GHP Investment Advisors, Inc.
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Jfs Wealth Advisors, Llc
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Financial Futures Ltd Liability Co.
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Capital Advisors Wealth Management, LLC
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Amara Financial, Llc.
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Front Row Advisors LLC
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Bellevue Asset Management, Llc
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MPS Loria Financial Planners, LLC
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Joseph Group Capital Management
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Bank of New York Mellon Corp
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Americana Partners, LLC
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BTC Capital Management, Inc.
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Valeo Financial Advisors, LLC
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Conquis Financial Llc
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Golden State Wealth Management, LLC
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Decker Retirement Planning Inc.
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Midwest Trust Co
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
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|
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Fifth Third Bancorp
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Wolff Financial Management Llc
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Kathleen S. Wright Associates Inc.
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|
Friedenthal Financial
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Clark Asset Management, LLC
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RMG Wealth Management LLC
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Aull & Monroe Investment Management Corp
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Frazier Financial Advisors, LLC
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Foundation Wealth Management, LLC\PA
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Round Rock Advisors, LLC
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|
Compass Financial Group, INC/SD
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|
Us Bancorp \de\
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Sightline Wealth Advisors, LLC
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HBW Advisory Services LLC
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Becker Capital Management Inc
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SYM FINANCIAL Corp
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Invst, LLC
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Brand Asset Management Group, Inc.
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Elyxium Wealth, LLC
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American Alpha Advisors, LLC
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Allianz Se
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Ameriflex Group, Inc.
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Confluence Wealth Services, Inc.
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Arlington Trust Co LLC
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Allen Mooney & Barnes Investment Advisors LLC
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Us Financial Advisors, Llc
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Rosenberg Matthew Hamilton
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Perennial Investment Advisors, LLC
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Anchor Investment Management, LLC
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Bensler, LLC
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Quadcap Wealth Management, LLC
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RFG Advisory, LLC
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Kmg Fiduciary Partners, Llc
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Safeguard Financial, LLC
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Athena Investment Management
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One Capital Management, LLC
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Ofc Financial Planning, Llc
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Traynor Capital Management, Inc.
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Canandaigua National Trust Co of Florida
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BCK Partners, Inc.
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First Financial Bankshares Inc
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GoalVest Advisory LLC
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Lane & Associates LLC
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Aspire Private Capital, LLC
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Partners in Financial Planning
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Alerus Financial Na
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Park Square Financial Group, LLC
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Catalytic Wealth RIA, LLC
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Paragon Capital Management LLC
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FSM Wealth Advisors, LLC
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Elite Financial, Inc.
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Mosaic Family Wealth Partners, Llc
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Circle Wealth Management, LLC
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BTG Pactual Asset Management US LLC
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Brookstone Capital Management
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WealthCollab, LLC
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Edmond De Rothschild Holding S.a.
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Advisors Capital Management, LLC
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King Luther Capital Management Corp
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VERITY Wealth Advisors
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Mountain Capital Investment Advisors, Inc
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Evercore Wealth Management, LLC
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TCI Wealth Advisors, Inc.
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Geneos Wealth Management Inc.
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Flagship Wealth Advisors, Llc
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Brookwood Investment Group LLC
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Tortoise Investment Management, LLC
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Badgley Phelps Wealth Managers, LLC
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Fulton Bank, N.a.
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Marathon Strategic Advisors, LLC
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Prospera Financial Services Inc
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Bay Harbor Wealth Management, LLC
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RCS Financial Planning, LLC
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Cambridge Advisors Inc.
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Covestor Ltd
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Cynosure Management, Llc
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Claro Advisors LLC
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Rockbridge Investment Management, LCC
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Hurlow Wealth Management Group, Inc.
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Allegheny Financial Group LTD
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Retirement Income Solutions, Inc
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Beaumont Financial Advisors, LLC
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KC Investment Advisors, LLC
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Axos Invest Inc.
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Ramiah Investment Group
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Richardson Financial Services Inc.
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Trustmark National Bank Trust Department
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McNamara Financial Services, Inc.
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Brooklyn FI, LLC
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SOA Wealth Advisors, LLC.
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Fund Evaluation Group, LLC
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Summit Wealth & Retirement Planning, Inc.
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Simplicity Wealth,LLC
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Invictus Private Wealth, Llc
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YANKCOM Partnership
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Acropolis Investment Management, LLC
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Penserra Capital Management LLC
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Your Advocates Ltd., LLP
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Topsail Wealth Management, LLC
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Wealth Dimensions Group, Ltd.
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Gerber Kawasaki Wealth & Investment Management
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Private Trust Co Na
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Angeles Wealth Management, Llc
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Wiley Bros.-aintree Capital, Llc
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Blue Edge Capital, LLC
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Nabity-Jensen Investment Management Inc
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Abacus Planning Group, Inc.
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TD Waterhouse Canada Inc.
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Great Valley Advisor Group, Inc.
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Briaud Financial Planning, Inc
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Zions Bancorporation, National Association /ut/
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Oxford Financial Group Ltd
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