|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
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|
|
|
|
Consultiva Wealth Management, Corp.
|
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|
|
|
|
Independence Asset Advisors, LLC
|
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|
MCF Advisors LLC
|
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|
Davidson Investment Advisors
|
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|
Sunburst Financial Group, LLC
|
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|
|
Market Street Wealth Management Advisors Llc
|
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|
|
|
|
Huntington National Bank
|
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|
|
Horan Capital Advisors, LLC.
|
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|
Jones Financial Companies Lllp
|
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|
Cooper Financial Group
|
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|
Coastline Trust Co
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Family CFO Inc
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Salomon & Ludwin, LLC
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|
Sage Investment Counsel LLC
|
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|
Stone Point Wealth LLC
|
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|
CVA Family Office, LLC
|
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Banco Santander, S.A.
|
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Guggenheim Capital Llc
|
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Smith, Moore & Co.
|
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Bank of New York Mellon Corp
|
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Jpmorgan Chase & Co
|
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ProVise Management Group, LLC
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TD Capital Management LLC
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|
TriaGen Wealth Management LLC
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|
Virtue Capital Management, LLC
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Meridian Management Co
|
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MGO Private Wealth, LLC
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|
Umb Bank N A/mo
|
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Standard Life Aberdeen plc
|
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Northern Oak Wealth Management Inc
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Shelter Mutual Insurance Co
|
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Aqr Capital Management Llc
|
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TAGStone Capital, Inc.
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Piscataqua Savings Bank
|
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Providence First Trust Co
|
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Ascent Wealth Partners, LLC
|
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|
Susquehanna International Group, Llp
|
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|
United Capital Financial Advisers, Llc
|
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|
Howe & Rusling Inc
|
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Octavia Wealth Advisors, LLC
|
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|
|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Lebenthal Global Advisors, LLC
|
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|
PFG Investments, LLC
|
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|
|
Merkkuri Wealth Advisors LLC
|
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|
Palouse Capital Management, Inc.
|
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|
|
Cornerstone Planning Group LLC
|
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|
Clark Asset Management, LLC
|
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|
Mendota Financial Group, LLC
|
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|
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
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|
Certified Advisory Corp
|
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|
Prudential Plc
|
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|
Wedbush Securities Inc
|
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|
Us Financial Advisors, Llc
|
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|
Centennial Bank/AR/
|
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|
Neumann Capital Management, LLC
|
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|
Turim 21 Investimentos Ltda.
|
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|
Integral Investment Advisors, Inc.
|
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|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
|
|
|
|
|
|
Spire Wealth Management
|
|
|
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|
|
Proffitt & Goodson Inc
|
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|
|
Integrity Wealth Solutions LLC
|
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|
|
Leavell Investment Management, Inc.
|
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|
Good Life Advisors, LLC
|
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|
Gunma Bank,Ltd.
|
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|
LMR Partners LLP
|
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|
Fourth Dimension Wealth, LLC
|
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|
NewEdge Wealth, LLC
|
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|
|
SGL Investment Advisors, Inc.
|
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|
Millstone Evans Group, LLC
|
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|
Union Bancaire Privee, UBP SA
|
|
|
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|
|
Joel Isaacson & Co., LLC
|
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|
|
Evolution Wealth Advisors, LLC
|
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|
|
Albion Financial Group /ut
|
|
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|
|
|
Titleist Asset Management, Llc
|
|
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|
|
TruNorth Capital Management, LLC
|
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|
|
Mutual Advisors, LLC
|
|
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|
|
Thrivent Financial For Lutherans
|
|
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|
|
Baker Tilly Financial, Llc
|
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|
|
Lutz Financial Services LLC
|
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|
|
Y.D. More Investments Ltd
|
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|
|
CHB Investment Group, LLC
|
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|
|
Verus Wealth Management, Llc
|
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|
|
BIP Wealth, LLC
|
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|
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|
|
SBI Securities Co., Ltd.
|
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|
|
Argentarii, LLC
|
|
|
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|
|
First PREMIER Bank
|
|
|
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|
|
Fisher Asset Management, LLC
|
|
|
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|
|
Vestmark Advisory Solutions, Inc.
|
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|
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|
|
Tyche Wealth Partners LLC
|
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|
|
Hoese & Co LLP
|
|
|
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|
|
American Investment Services, Inc.
|
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|
Exchange Traded Concepts, Llc
|
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|
|
Prime Capital Investment Advisors, LLC
|
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|
|
Latigo Investments, LLC
|
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|
|
Advisor OS, LLC
|
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|
|
Mather Group, Llc.
|
|
|
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|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
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|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Southern Farm Bureau Life Insurance
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Cohen & Steers Select Preferred & Income Fund, Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
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Rockefeller Capital Management L.P.
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Richmond Investment Services, LLC
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Moloney Securities Asset Management, LLC
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Elevate Wealth Advisory, Inc
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Cornerstone Wealth Management, LLC
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Prospera Financial Services Inc
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Tennessee Valley Asset Management Partners
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Franklin Resources Inc
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Kingswood Wealth Advisors, Llc
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Advisor Resource Council
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Pettyjohn, Wood & White, Inc
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Parkworth Wealth Management, Inc.
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Ramiah Investment Group
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
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Lowe Brockenbrough & Co Inc
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Foundation Wealth Management, LLC\PA
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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SeaBridge Investment Advisors LLC
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Agate Pass Investment Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Idaho Trust Bank
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Natixis Advisors, L.p.
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Sanibel Captiva Trust Company, Inc.
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Cherrydale Wealth Management, Llc
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Ninety One UK Ltd
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Meriwether Wealth & Planning, LLC
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Indiana Trust & Investment Management CO
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Ascent Group, LLC
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Independent Wealth Network Inc.
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Estate Counselors, LLC
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Brass Tax Wealth Management, Inc
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Worth Asset Management, LLC
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Websterrogers Financial Advisors, Llc
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Outlook Wealth Advisors, LLC
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Founders Financial Securities Llc
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Hexagon Capital Partners LLC
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Wiser Advisor Group LLC
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CBIZ Investment Advisory Services, LLC
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WESCAP Management Group, Inc.
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Principal Financial Group Inc
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Financial Network Wealth Advisors LLC
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Asset Dedication, LLC
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Tradewinds, LLC.
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Financial Futures Ltd Liability Co.
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FSC Wealth Advisors, LLC
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Bartlett & Co. Wealth Management Llc
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Mml Investors Services, Llc
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Powers Advisory Group, LLC
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Mach-1 Financial Group, Inc.
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Systelligence, LLC
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OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
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Wood Tarver Financial Group, LLC
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Td Private Client Wealth Llc
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Hirtle Callaghan & Co LLC
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First Foundation Advisors
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Boyer & Corporon Wealth Management, LLC
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Anchor Capital Advisors Llc
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Nemes Rush Group LLC
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LeConte Wealth Management, LLC
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Condor Capital Management
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Cranbrook Wealth Management, LLC
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Financial Advocates Investment Management
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BridgePort Financial Solutions, LLC
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Pathstone Holdings, LLC
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Cunning Capital Partners, LP
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Center For Asset Management LLC
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Christopher J. Hasenberg, Inc
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Rosenblum Silverman Sutton S F Inc /ca
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Timonier Family Office, LTD.
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Bank of Jackson Hole Trust
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Wells Financial Advisors INC
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Investors Research Corp
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Rathbone Brothers plc
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Trifecta Capital Advisors, LLC
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EPG Wealth Management LLC
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Csenge Advisory Group
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Strategic Financial Services, Inc,
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Nvwm, Llc
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Venturi Wealth Management, LLC
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Breakwater Investment Management
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Guardian Wealth Management, Inc.
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Trust Co Of Vermont
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Sheets Smith Investment Management
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Riverbend Wealth Management, LLC
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Leeward Financial Partners, LLC
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Schmidt P J Investment Management Inc
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Aspire Private Capital, LLC
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Colonial Trust Co / SC
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Parkside Advisors LLC
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Verition Fund Management LLC
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WealthCollab, LLC
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Wealth Dimensions Group, Ltd.
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Private Advisor Group, LLC
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Chapman Financial Group, Llc
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Fsb Premier Wealth Management, Inc.
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Alliancebernstein L.p.
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Stokes Family Office, LLC
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Pinnacle Bancorp, Inc.
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AE Wealth Management LLC
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Cambridge Investment Research Advisors, Inc.
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Benchmark Wealth Management, LLC
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Alliance Wealth Advisors, LLC /UT
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Diversified Portfolios, Inc.
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Cwm, Llc
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Zhang Financial LLC
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Topel & Distasi Wealth Management, LLC
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First Financial Bankshares Inc
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Modern Wealth Management, LLC
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Inspire Advisors, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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Endeavor Private Wealth, Inc.
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Bellecapital International Ltd.
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Elios Financial Group Inc.
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DAVENPORT & Co LLC
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Hilltop Holdings Inc.
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Kiker Wealth Management, LLC
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XML Financial, LLC
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Patriot Investment Management Inc.
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Breakwater Capital Group
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Wealth Effects Llc
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Concord Asset Management, LLC/VA
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Vise Technologies, Inc.
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Exencial Wealth Advisors, Llc
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Apollon Financial, LLC
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State of Tennessee, Treasury Department
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Gould Asset Management Llc /ca/
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Gateway Wealth Partners, LLC
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Orleans Capital Management Corp/la
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Vision Financial Markets Llc
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Mason Investment Advisory Services, Inc.
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Aptus Capital Advisors, LLC
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National Bank Of Canada /fi/
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Qube Research & Technologies Ltd
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MBE Wealth Management, LLC
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Hm Payson & Co
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Brevan Howard Capital Management LP
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Twele Capital Management, Inc.
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Rps Advisory Solutions Llc
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Compass Advisory Group LLC
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Varma Mutual Pension Insurance Co
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Longview Financial Advisors LLC
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Hanson & Doremus Investment Management
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Hickory Point Bank & Trust
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Yeomans Consulting Group, Inc.
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Moors & Cabot, Inc.
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SC&H Financial Advisors, Inc.
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Quaker Wealth Management, LLC
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Kingsview Wealth Management, LLC
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FLC Capital Advisors
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Northwest Bancshares, Inc.
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Hallmark Capital Management Inc
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Sonata Capital Group Inc
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Old Point Trust & Financial Services N A
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Mercer Global Advisors Inc /adv
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Sovereign Financial Group, Inc.
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Cornerstone Wealth Group, LLC
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Valued Retirements, Inc.
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GPS Wealth Strategies Group, LLC
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Rebalance, Llc
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Marietta Wealth Management, LLC
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Sage Capital Management, LLC
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Parallel Advisors, LLC
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Rockwood Wealth Management, LLC
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HB Wealth Management, LLC
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
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Headinvest, Llc
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Cordatus Wealth Management LLC
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Inman Jager Wealth Management, LLC
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Berkeley Capital Partners, LLC
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Juncture Wealth Strategies, Llc
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Evergreen Advisors, LLC
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Anfield Capital Management, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Bishop & Co Investment Management, LLC
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Meridian Wealth Management, LLC
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Grandview Asset Management LLC
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Topsail Wealth Management, LLC
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Capasso Planning Partners LLC
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Maripau Wealth Management Llc
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Red Tortoise LLC
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Atticus Wealth Management, Llc
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Frazier Financial Advisors, LLC
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Avidian Wealth Solutions, LLC
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Beaumont Financial Advisors, LLC
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Security Financial Services, INC.
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Whittier Trust Co
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Friedenthal Financial
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Pines Wealth Management, LLC
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Morris Financial Concepts, Inc.
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LRI Investments, LLC
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Mengis Capital Management, Inc.
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Titan Global Capital Management Usa Llc
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Stonebridge Capital Advisors LLC
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EP Wealth Advisors, Inc.
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Consolidated Portfolio Review Corp
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Facet Wealth, Inc.
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Harbour Investments, Inc.
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Squarepoint Ops LLC
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O'shaughnessy Asset Management, Llc
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Trust Co Of Toledo Na /oh/
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Coordinated Financial Services, Inc.
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Ironwood Investment Counsel, LLC
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Modera Wealth Management, LLC
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Bragg Financial Advisors, Inc
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Rehmann Capital Advisory Group
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Dynamic Wealth Strategies, LLC
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Sigma Investment Counselors Inc
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Advisors Capital Management, LLC
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American Trust
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Willow Creek Wealth Management Inc.
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Prudential Financial Inc
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Farrell Financial LLC
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Fortune 45 LLC
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Chicago Partners Investment Group LLC
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Covington Investment Advisors Inc.
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Thrive Capital Management, LLC
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Strategic Wealth Partners, Ltd.
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Edgestream Partners, L.P.
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Sowell Financial Services LLC
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
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Ckw Financial Group
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Financial Network Wealth Management LLC
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Trustmark National Bank Trust Department
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Amussen Hunsaker Associates Llc
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Ridgewood Investments LLC
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Tompkins Financial Corp
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Conscious Wealth Investments, Llc
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Man Group plc
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Horizon Financial Services, Llc
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Vaughan Nelson Investment Management, L.p.
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180 Wealth Advisors, Llc
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Elmwood Wealth Management, Inc.
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Hillcrest Wealth Advisors - NY, LLC
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OxenFree Capital LLC
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Ami Investment Management Inc
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Altfest L J & Co Inc
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Investment Advisory Group, LLC
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Cape Investment Advisory, Inc.
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Agf Management Ltd
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BIP Alliance, LLC
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J. W. Coons Advisors, LLC
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Stonebridge Financial Planning Group, LLC
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Gladstone Institutional Advisory LLC
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NorthRock Partners, LLC
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Cordant, Inc.
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North Star Investment Management Corp.
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BCJ Capital Management, LLC
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Falcon Wealth Planning
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Genesee Capital Advisors, LLC
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Benjamin Edwards Inc
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Atlantic Union Bankshares Corp
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Weik Capital Management
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Shum Financial Group, Inc.
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Front Row Advisors LLC
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Keystone Financial Group
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CoreCap Advisors, LLC
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Blume Capital Management, Inc.
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Delta Asset Management Llc/tn
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Cetera Investment Advisers
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Rakuten Investment Management, Inc.
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Total Clarity Wealth Management, Inc.
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Rooted Wealth Advisors, Inc.
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Advisory Services Network, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
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Signaturefd, Llc
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Moser Wealth Advisors, LLC
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Tudor Investment Corp Et Al
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Divergent Planning, LLC
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Beacon Pointe Advisors, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Ancora Advisors, LLC
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Seaside Wealth Management, Inc.
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Seelaus Asset Management LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
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Truist Financial Corp
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Scarborough Advisors, LLC
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Centricity Wealth Management, LLC
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Bristlecone Advisors, LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
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Cypress Financial Planning Llc
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We Are One Seven, LLC
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Midwest Trust Co
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Bank Of Nova Scotia
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Oak Hill Wealth Advisors, Llc
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Axxcess Wealth Management, Llc
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Capital Advisors, Ltd. LLC
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Nwam Llc
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Pinnacle Financial Partners Inc
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Ronald Blue Trust, Inc.
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TBH Global Asset Management, LLC
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Townsquare Capital Llc
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Callahan Advisors, LLC
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Golden State Equity Partners
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Evanson Asset Management, LLC
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U.S. Capital Wealth Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Capital Advantage, Inc.
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Tilia Fiduciary Partners, Inc.
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Beaird Harris Wealth Management, LLC
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Liberty Capital Management, Inc.
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Advisory Research Inc
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17 Capital Partners, Llc
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AA Financial Advisors, LLC
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Dearborn Partners Llc
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Community Financial Services Group, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Signature Estate & Investment Advisors Llc
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Simplex Trading, Llc
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OMNI 360 Wealth, Inc.
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Colony Group, LLC
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Mirae Asset Global Investments Co., Ltd.
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Long Island Wealth Management, Inc.
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Great Lakes Retirement, Inc.
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Garden State Investment Advisory Services LLC
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Elser Financial Planning, Inc
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Massmutual Trust Co Fsb/adv
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United Services Automobile Association
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Ibex Wealth Advisors
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Duncker Streett & Co Inc
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GoalFusion Wealth Management, LLC
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Ameritas Advisory Services, LLC
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Oliver Lagore Vanvalin Investment Group
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Silver Oak Advisory Group, Inc.
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First Heartland Consultants, Inc.
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Kovack Advisors, Inc.
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Northwestern Mutual Wealth Management Co
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Holistic Planning, LLC
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Capital Investment Advisors, LLC
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State Farm Mutual Automobile Insurance Co
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Gladwyn Financial Advisors, Inc.
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Global Retirement Partners, LLC
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
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Citizens National Bank Trust Department
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GK Wealth Management LLC
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Grey Fox Wealth Advisors, LLC
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Jacobi Capital Management LLC
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Summit Asset Management, LLC
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Sound Income Strategies, LLC
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Coyle Financial Counsel LLC
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Vivaldi Capital Management, LLC
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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Maseco Llp
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Atria Wealth Solutions, Inc.
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BancorpSouth Bank
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Delos Wealth Advisors, LLC
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Mpwm Advisory Solutions, Llc
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4wealth Advisors, Inc.
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Aspect Partners, LLC
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Decker Retirement Planning Inc.
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Visionary Wealth Advisors
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Country Trust Bank
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ACTIX - NEIMAN FUNDS - Advisors Capital Tactical Fixed Income Fund
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Middleton & Co Inc/ma
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Wealth Management Nebraska
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Triumph Capital Management
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Strategic Investment Advisors / MI
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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SOUTH STATE Corp
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First United Bank Trust/
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Traub Capital Management LLC
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Creekmur Asset Management LLC
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Prepared Retirement Institute LLC
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Keystone Financial Group, Inc.
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Aries Wealth Management
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Perennial Advisors, LLC
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Prosperity Consulting Group, LLC
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Texas Yale Capital Corp.
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Flagship Harbor Advisors, Llc
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Forefront Wealth Partners, LLC
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SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
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Capital Asset Advisory Services LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
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Harbor Investment Advisory, Llc
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Kohmann Bosshard Financial Services, LLC
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Alpha Cubed Investments, LLC
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1620 Investment Advisors, Inc.
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Simplicity Wealth,LLC
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Principal Securities, Inc.
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EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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St Germain D J Co Inc
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Sweeney & Michel, Llc
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Kilter Group LLC
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TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
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Pinkerton Retirement Specialists, LLC
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Legacy Capital Wealth Partners, LLC
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Shufro Rose & Co Llc
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Commonwealth Equity Services, Llc
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Minot DeBlois Advisors LLC
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Miracle Mile Advisors, LLC
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SWAN Capital LLC
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Oppenheimer & Co Inc
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Koshinski Asset Management, Inc.
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Bellwether Advisors, LLC
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Verde Capital Management
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Patten Group, Inc.
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Empower Advisory Group, LLC
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Robertson Stephens Wealth Management, LLC
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Sandy Spring Bank
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Seven Mile Advisory
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Warren Averett Asset Management, LLC
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Alerus Financial Na
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Marion Wealth Management
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Synovus Financial Corp
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Crews Bank & Trust
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American Family Investments, Inc.
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Archer Investment Corp
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M&t Bank Corp
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Bigelow Investment Advisors, LLC
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Novare Capital Management Llc
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Parkside Financial Bank & Trust
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Hantz Financial Services, Inc.
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Ameriflex Group, Inc.
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Hartland & Co., LLC
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Financial Freedom, LLC
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Stephens Inc /ar/
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Renaissance Technologies Llc
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Farther Finance Advisors, LLC
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Forum Private Client Group LLC
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Talon Private Wealth, LLC
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Cedar Point Capital Partners, LLC
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Fiduciary Trust Co
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Raymond James Financial Inc
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Register Financial Advisors LLC
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Marshall Financial Group Inc /adv
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Hoey Investments, Inc
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NorthLanding Financial Partners, LLC
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NFP Retirement, Inc.
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Nomura Asset Management Co Ltd
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Mesirow Financial Investment Management, Inc.
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Crewe Advisors LLC
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Naples Global Advisors, Llc
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EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
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Geneos Wealth Management Inc.
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Stelac Advisory Services LLC
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Montag A & Associates Inc
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Baskin Financial Services Inc.
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Oxinas Partners Wealth Management LLC
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Semmax Financial Advisors Inc.
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Sentinus, LLC
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Capital Advisory Group Advisory Services, LLC
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MidWestOne Financial Group, Inc.
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Allworth Financial LP
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EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
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|
|
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|
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares
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|
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Bnp Paribas
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Sincerus Advisory, LLC
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Migdal Insurance & Financial Holdings Ltd.
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GeoWealth Management, LLC
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National Asset Management, Inc.
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Mission Wealth Management, Lp
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Global Financial Private Client, LLC
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Coordinated Financial Services, Inc./CO
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Toroso Investments, LLC
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Clarity Asset Management, Inc.
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1832 Asset Management L.P.
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Keyvantage Wealth, Llc
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|
Pacific Center for Financial Services
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|
Fifth Third Bancorp
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Independent Advisor Alliance
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Full Sail Capital, LLC
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Global Wealth Management Investment Advisory, Inc.
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Vermillion Wealth Management, Inc.
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Firestone Capital Management
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Newton One Investments LLC
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|
Roundview Capital LLC
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|
Glen Eagle Advisors, LLC
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|
Bangor Savings Bank
|
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WestEnd Advisors, LLC
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Smallwood Wealth Investment Management, LLC
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Brooks, Moore & Associates, Inc.
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Erickson Financial Group, LLC
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McCarthy Grittinger Financial Group, LLC
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Altus Wealth Group LLC
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Cambria Investment Management, L.P.
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Great Diamond Partners, LLC
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Twin Focus Capital Partners, Llc
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Fairview Capital Investment Management, Llc
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Integrated Wealth Concepts LLC
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Orion Portfolio Solutions, LLC
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Meridian Financial, LLC
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AXS Investments LLC
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|
Chilton Capital Management Llc
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|
Legacy Wealth Managment, LLC/ID
|
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|
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|
Obermeyer Wood Investment Counsel, Lllp
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|
Wedmont Private Capital
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|
Capital Advisors Wealth Management, LLC
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|
UBS Group AG
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Creative Planning
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Insight Inv LLC
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Transamerica Financial Advisors, Inc.
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REAP Financial Group, LLC
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Checchi Capital Advisers, LLC
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|
Valpey Financial Services, LLC
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|
Summit Global Investments
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TFB Advisors LLC
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Hanover Advisors Inc
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Cohen & Steers, Inc.
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Cito Capital Group, LLC
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AlphaCore Capital LLC
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Prosperity Planning, Inc.
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|
Howard Wealth Management, Llc
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Busey Wealth Management
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|
Garrett Investment Advisors LLC
|
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|
Manning & Napier Advisors Llc
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|
Rinkey Investments
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|
Vident Advisory, LLC
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|
Stratos Wealth Advisors, LLC
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JBGlobal.com LLC
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German American Bancorp, Inc.
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Golden Bell Financial Planning LLC
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Clarity Capital Advisors, LLC
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Warwick Investment Management, Inc.
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|
Victory Capital Management Inc
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Pinnacle Financial Group, LLC / IL
|
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|
|
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|
Putnam Fl Investment Management Co
|
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|
Archetype Wealth Partners
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|
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|
Savant Capital, LLC
|
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|
Wesbanco Bank Inc
|
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|
|
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|
First Merchants Corp
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|
Viawealth, Llc
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|
True Link Financial Advisors, LLC
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|
Norden Group Llc
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|
Rialto Wealth Management, LLC
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|
Narus Financial Partners, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Darrow Company, Inc.
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|
Prospect Financial Services LLC
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YANKCOM Partnership
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|
Wealthedge Investment Advisors, Llc
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|
TOWER TRUST & INVESTMENT Co
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|
Private Capital Management, LLC
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|
BCS Wealth Management
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|
Halbert Hargrove Global Advisors, Llc
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Capital Investment Advisory Services, LLC
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|
Continuum Advisory, LLC
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|
King Luther Capital Management Corp
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Allen Investment Management LLC
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Atlantic Trust, LLC
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Elm3 Financial Group, LLC
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Skopos Labs, Inc.
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Lake Street Financial Llc
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Drive Wealth Management, Llc
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Sofos Investments, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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American Financial Advisors, LLC
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OneAscent Financial Services LLC
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Accretive Wealth Partners, LLC
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Resources Investment Advisors, LLC.
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Bernard Wealth Management Corp.
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IPG Investment Advisors LLC
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Prevail Innovative Wealth Advisors, Llc
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D. E. Shaw & Co., Inc.
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Freestone Capital Holdings, LLC
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Cypress Capital Management LLC (WY)
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Prudent Man Investment Management, Inc.
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Legacy Private Trust Co.
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Arkadios Wealth Advisors
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|
Pinnacle Associates Ltd
|
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|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
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|
Mariner, LLC
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|
Armis Advisers, LLC
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|
WFA of San Diego, LLC
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Adviser Investments LLC
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PFG Advisors
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Newbridge Financial Services Group, Inc.
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Financial Management Network Inc
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Advisor Group Holdings, Inc.
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Capital Analysts, Inc.
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Vanguard Group Inc
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Integrity Financial Corp /WA
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Allie Family Office LLC
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Carter Financial Group, INC.
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Winch Advisory Services, LLC
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DecisionPoint Financial, LLC
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S.A. Mason LLC
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Commerce Bank
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Houlihan Financial Resource Group, Ltd.
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EverSource Wealth Advisors, LLC
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Old National Bancorp /in/
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|
Level Four Advisory Services, Llc
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|
Cape Cod Five Cents Savings Bank
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Tidemark, LLC
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Principia Wealth Advisory, LLC
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Vision Capital Management, Inc.
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Vermillion & White Wealth Management Group, LLC
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Brandywine Oak Private Wealth Llc
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Fifth Third Securities, Inc.
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Pensionmark Financial Group, Llc
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Bull Street Advisors, LLC
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|
Chung Wu Investment Group, LLC
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|
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Auour Investments LLC
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Wincap Financial Llc
|
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Ameritas Investment Partners, Inc.
|
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|
PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
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|
Silver Oak Wealth Advisors Services, Llc
|
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Japan Science & Technology Agency
|
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Concurrent Investment Advisors, LLC
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Kanawha Capital Management Llc
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ORG Partners LLC
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Noesis Capital Mangement Corp
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Pillar Financial Advisors, LLC
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Swmg, Llc
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Mustard Seed Financial, LLC
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Hennion & Walsh Asset Management, Inc.
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Clarity Wealth Development LLC
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International Assets Investment Management, Llc
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Berger Financial Group, Inc
|
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Nyl Investors Llc
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TD Waterhouse Canada Inc.
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|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
|
|
|
|
|
|
Summit Financial, LLC
|
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|
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Captrust Financial Advisors
|
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Us Bancorp \de\
|
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Tsfg, Llc
|
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Change Path, LLC
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Bessemer Group Inc
|
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Keener Financial Planning LLC
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Culbertson A N & Co Inc
|
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Nestegg Advisors, Inc.
|
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Baker Ellis Asset Management LLC
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25 Llc
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Gryphon Financial Partners LLC
|
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Farmers & Merchants Investments Inc
|
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DHJJ Financial Advisors, Ltd.
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JNBA Financial Advisors
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Harel Insurance Investments & Financial Services Ltd.
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DiMeo Schneider & Associates, L.L.C.
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Southland Equity Partners LLC
|
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Bank Of America Corp /de/
|
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Mma Asset Management Llc
|
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Bath Savings Trust Co
|
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First Manhattan Co
|
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Citigroup Inc
|
|
|
|
|
|
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
|
|
|
|
|
|
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
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Focused Wealth Management, Inc
|
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Wolverine Trading, Llc
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W.H. Cornerstone Investments Inc.
|
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SevenBridge Financial Group, LLC
|
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Sheets Smith Wealth Management
|
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American National Bank
|
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Anchor Investment Management, LLC
|
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Great Valley Advisor Group, Inc.
|
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Bordeaux Wealth Advisors LLC
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Morton Brown Family Wealth, LLC
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|
Harwood Advisory Group, LLC
|
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|
Dunhill Financial, LLC
|
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|
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A
|
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|
Citadel Advisors Llc
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Acropolis Investment Management, LLC
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Financial Gravity Companies, Inc.
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Pnc Financial Services Group, Inc.
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Power Wealth Management Llc
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FourThought Financial Partners, LLC
|
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|
Aozora Bank, Ltd.
|
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|
Simon Quick Advisors, Llc
|
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NorthCrest Asset Manangement, LLC
|
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|
Diversify Advisory Services, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
HC Advisors, LLC
|
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Smith Anglin Financial, LLC
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Wealthfront Advisers Llc
|
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Nbc Securities, Inc.
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Greenwich Wealth Management LLC
|
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Scotia Capital Inc.
|
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|
Bokf, Na
|
|
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|
Brown Brothers Harriman & Co
|
|
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|
|
Smartleaf Asset Management LLC
|
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|
Forza Wealth Management, LLC
|
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|
Ameriprise Financial Inc
|
|
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|
Matrix Trust Co
|
|
|
|
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|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
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Opal Wealth Advisors, LLC
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
WTBN - WisdomTree Trust - WisdomTree Bianco Total Return Fund
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
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|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
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|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
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|
Advisory Alpha, LLC
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|
Brown Advisory Inc
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Equitable Holdings, Inc.
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Johnson Financial Group, Inc.
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AlTi Global, Inc.
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Sunbelt Securities, Inc.
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Cahaba Wealth Management, Inc.
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Concord Wealth Partners
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|
Brucke Financial, Inc.
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
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|
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class
|
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|
Pure Financial Advisors, Inc.
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|
Certior Financial Group, Llc
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|
Baird Financial Group, Inc.
|
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|
|
|
Snowden Capital Advisors LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
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|
Brooklyn FI, LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
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|
Ritholtz Wealth Management
|
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|
XY Planning Network, Inc.
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Fiduciary Alliance LLC
|
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|
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|
Iron Horse Wealth Management, LLC
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|
HighTower Advisors, LLC
|
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|
Tme Financial, Inc.
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Veridan Wealth LLC
|
|
|
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|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
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|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
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|
|
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|
Revisor Wealth Management LLC
|
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|
|
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|
Almanack Investment Partners, LLC.
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|
Newport Capital Group, LLC
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|
Cambridge Advisors Inc.
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|
RMR Capital Management, LLC
|
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|
|
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|
Valeo Financial Advisors, LLC
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|
Kovitz Investment Group Partners, LLC
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|
Peak Financial Management, Inc.
|
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|
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|
Tower Research Capital LLC (TRC)
|
|
|
|
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|
Disciplined Investors, L.L.C.
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|
|
|
|
|
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional
|
|
|
|
|
|
Garde Capital, Inc.
|
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|
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|
Wooster Corthell Wealth Management, Inc.
|
|
|
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|
StoneX Group Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
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|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
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|
Siligmueller & Norvid Wealth Advisors LLC
|
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|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
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|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
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|
|
|
|
Rothschild Investment Llc
|
|
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|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Envision Financial LLC
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Mendel Capital Management LLC
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Hayek Kallen Investment Management
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Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
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Ashton Thomas Private Wealth, LLC
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Strategic Wealth Designers
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Mosaic Family Wealth Partners, Llc
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Brinker Capital Investments, LLC
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Cary Street Partner Investment Advisory Llc
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Regions Financial Corp
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Janus Henderson Group Plc
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Chandler Asset Management, Inc.
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First American Trust, Fsb
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Hurlow Wealth Management Group, Inc.
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Transatlantique Private Wealth Llc
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Graypoint LLC
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GDS Wealth Management
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Perennial Investment Advisors, LLC
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Avantax Advisory Services, Inc.
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Bridge Generations Wealth Management Llc
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Gallagher Fiduciary Advisors, LLC
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Occidental Asset Management, LLC
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Cascade Financial Partners, LLC
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Coppell Advisory Solutions LLC
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Independence Bank of Kentucky
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Hudock, Inc.
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LPL Financial LLC
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Crabel Capital Management, LLC
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Graney & King, LLC
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Fortis Capital Management LLC
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Pacific Capital Wealth Advisors, Inc
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Costello Asset Management, INC
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Evergreen Capital Management Llc
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TCG Advisory Services, LLC
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Congress Wealth Management LLC / DE /
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Aua Capital Management, Llc
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Ohio National Investments, Inc.
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Coston, McIsaac & Partners
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Novem Group
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Round Rock Advisors, LLC
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MAI Capital Management
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Bank Hapoalim Bm
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Meeder Advisory Services, Inc.
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Pacific Wealth Management
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Greenwood Capital Associates Llc
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Integrity Alliance, Llc.
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First Horizon Advisors, Inc.
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Cardiff Park Advisors, Llc
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Wolff Wiese Magana Llc
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Noble Wealth Management PBC
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Christensen, King & Associates Investment Services, Inc.
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Penserra Capital Management LLC
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Arvest Investments, Inc.
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Oakwell Private Wealth Management, LLC
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Werba Rubin Papier Wealth Management
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Cresset Asset Management, LLC
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IFP Advisors, Inc
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James Investment Research Inc
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CIBC Private Wealth Group, LLC
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Transce3nd, LLC
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Richardson Financial Services Inc.
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21 West Wealth Management LLC
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Victory Financial Group, Llc
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Goldman Sachs Group Inc
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REDW Wealth LLC
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O'ROURKE & COMPANY, Inc
|
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Zacks Investment Management
|
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Signal Advisors Wealth, LLC
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UNIVEST FINANCIAL Corp
|
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Key FInancial Inc
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Planning Directions Inc
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Petra Financial Advisors Inc
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Better Money Decisions, LLC
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Davidson Capital Management Inc.
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My Legacy Advisors, LLC
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|
