|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Praetorian Wealth Management, Inc.
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Adaptive Financial Consulting, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Chai Trust Co Llc
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Salus Financial Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
ALM First Financial Advisors, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
JLKZX - John Hancock Funds II - Multi-Index 2055 Lifetime Portfolio Class 1
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Atlas Financial Advisors, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
JRODX - John Hancock Funds II - Multi-Index 2060 Lifetime Portfolio Class 1
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
JRLWX - John Hancock Funds II - Multi-Index 2050 Lifetime Portfolio Class 1
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Wealth Management Resources, Inc.
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Financial Futures Ltd Liability Co.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
WJ Interests, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Ayalon Holdings Ltd.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SNAV - Collaborative Investment Series Trust - Mohr Sector Navigator ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Richmond Brothers, Inc.
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
JAAJX - John Hancock Funds II - Multi-Index 2065 Lifetime Portfolio Class R4
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
TrueWealth Financial Partners
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
