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Financial Insights, Inc.
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ALM First Financial Advisors, LLC
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Lockerman Financial Group, Inc.
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Lifeworks Advisors, LLC
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BancorpSouth Bank
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Penserra Capital Management LLC
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MJT & Associates Financial Advisory Group, Inc.
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BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
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Essex Financial Services, Inc.
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Capstone Financial Advisors, Inc.
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IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
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General Partner, Inc.
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Invst, LLC
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BHK Investment Advisors, LLC
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Bleakley Financial Group, LLC
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Bay Harbor Wealth Management, LLC
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Cherry Tree Wealth Management, LLC
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Worth Asset Management, LLC
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NewSquare Capital LLC
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Providence First Trust Co
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First Citizens Bank & Trust Co
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First National Trust Co
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BCO Wealth Management LLC
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Stewardship Advisors, LLC
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Summit X, LLC
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Burney Co/
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Davis R M Inc
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Bell Bank
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Financial Network Wealth Advisors LLC
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Kings Path Partners LLC
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Keystone Global Partners, LLC
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JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
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Kilter Group LLC
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Greenhouse Wealth Management, LLC
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Fiduciary Alliance LLC
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Mainsail Financial Group, LLC
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Cresset Asset Management, LLC
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Ashton Thomas Private Wealth, LLC
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Brave Asset Management Inc
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Forbes Financial Planning, Inc.
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Martin Worley Group
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Orgel Wealth Management, LLC
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APCM Wealth Management for Individuals
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Sandy Spring Bank
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Rakuten Investment Management, Inc.
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Stonegate Investment Group, LLC
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MainStreet Investment Advisors LLC
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Passive Capital Management, LLC.
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Avenue 1 Advisors, LLC
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North Dallas Bank & Trust Co
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Mercer Global Advisors Inc /adv
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Pnc Financial Services Group, Inc.
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Kingsview Wealth Management, LLC
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Moloney Securities Asset Management, LLC
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Leavell Investment Management, Inc.
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Stordahl Capital Management, Inc.
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Lockheed Martin Investment Management Co
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Bryant Woods Investment Advisors, LLC
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South Plains Financial, Inc.
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Creative Planning
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Twin Peaks Wealth Advisors, LLC
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GW&K Investment Management, LLC
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Armor Investment Advisors, LLC
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Consilio Wealth Advisors, Llc
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Orion Portfolio Solutions, LLC
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New Millennium Group LLC
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Elevated Capital Advisors, LLC
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Morgan Stanley
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Aurelius Family Office LLC
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Fifth Third Securities, Inc.
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Investor's Fiduciary Advisor Network, LLC
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Karpus Management, Inc.
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Wealthspire Advisors, LLC
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XY Planning Network, Inc.
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Gould Asset Management Llc /ca/
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Wheelhouse Advisory Group LLC
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Redwood Park Advisors LLC
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Brighton Jones Llc
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UNIVEST FINANCIAL Corp
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Dravo Bay Llc
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First PREMIER Bank
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Absolute Capital Management, LLC
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Busey Wealth Management
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Life Planning Partners, Inc
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Stephen J. Garry & Associates, Llc
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LM Advisors LLC
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Rappaport Reiches Capital Management, LLC
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NorthCrest Asset Manangement, LLC
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Sterling Investment Advisors, Ltd.
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Financial Connections Group, Inc.
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Costello Asset Management, INC
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M&t Bank Corp
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Ritholtz Wealth Management
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McNaughton Wealth Management, LLC
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Signature Securities Group Corporation
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BlackRock, Inc.
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Crewe Advisors LLC
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Trust Co Of Toledo Na /oh/
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Barrett & Company, Inc.
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Planning Alternatives Ltd /adv
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Chapman Financial Group, Llc
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Swisher Financial Concepts, Inc.
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Soltis Investment Advisors LLC
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Sightline Wealth Advisors, LLC
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Azimuth Capital Investment Management LLC
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O'shaughnessy Asset Management, Llc
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GEN Financial Management, INC.
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We Are One Seven, LLC
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Chandler Asset Management, Inc.
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Hantz Financial Services, Inc.
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Capital Planning Advisors, LLC
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Strategic Financial Concepts, LLC
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Cyr Financial Inc.
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Wsfs Capital Management, Llc
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Vermillion & White Wealth Management Group, LLC
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Security National Bank Of Sioux City Iowa /ia/
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SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
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Harel Insurance Investments & Financial Services Ltd.
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RFG Advisory, LLC
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MN Wealth Advisors, LLC
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Koshinski Asset Management, Inc.
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BancFirst Trust & Investment Management
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Vestmark Advisory Solutions, Inc.
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American National Bank
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Private Capital Management, LLC
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Enclave Advisors LLC
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Signal Advisors Wealth, LLC
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Wealth Alliance
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Federation des caisses Desjardins du Quebec
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Floyd Financial Group Llc
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Heritage Financial Services, LLC
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Archer Investment Corp
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Financial & Tax Architects, LLC
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First Manhattan Co
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Values Added Financial LLC
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Amundi
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Family CFO Inc
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Pflug Koory, LLC
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CoreFirst Bank & Trust
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SJA Financial Advisory, LLC
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S.A. Mason LLC
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Latitude Advisors, LLC
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VSM Wealth Advisory, LLC
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Strategic Investment Solutions, Inc. /IL
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Boston Standard Wealth Management, LLC
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
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Beacon Investment Advisory Services, Inc.
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SageView Advisory Group, LLC
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Ellis Investment Partners, LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
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Red Lighthouse Investment Management, Llc
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Blue Fin Capital, Inc.
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Capital Analysts, Inc.
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RBA Wealth Management, LLC
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Collaborative Wealth Managment Inc.
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TFC Financial Management
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Triumph Capital Management
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Ellenbecker Investment Group
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Rational Advisors Llc
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Awm Capital, Llc
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Graney & King, LLC
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Marotta Asset Management
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Victory Capital Management Inc
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Websterrogers Financial Advisors, Llc
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Caliber Wealth Management, LLC / KS
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Warren Averett Asset Management, LLC
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Retirement Capital Strategies
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First Command Advisory Services, Inc.
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Golden Bell Financial Planning LLC
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Archer Investment Management, LLC
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Thrivent Financial For Lutherans
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Aspire Capital Advisors LLC
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ONE Advisory Partners, LLC
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Frank, Rimerman Advisors LLC
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MGO Private Wealth, LLC
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Pacific Wealth Strategies Group, Inc.
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American Trust
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Cape Investment Advisory, Inc.
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CVA Family Office, LLC
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Joel Isaacson & Co., LLC
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Scissortail Wealth Management, LLC
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Us Bancorp \de\
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Hirtle Callaghan & Co LLC
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Mountain Hill Investment Partners Corp.
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Mallini Complete Financial Planning LLC
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Clune & Associates, Ltd.
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Harwood Advisory Group, LLC
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WPG Advisers, LLC
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Brown Advisory Inc
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Jones Financial Companies Lllp
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Mastercard Foundation Asset Management Corp
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Skopos Labs, Inc.
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Laurel Wealth Advisors LLC
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Horizon Investment Services, LLC
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Truefg, Llc
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Commonwealth Equity Services, Llc
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Clarity Capital Partners LLC
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Essential Planning, LLC.
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Bull Street Advisors, LLC
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Seldon Capital Lp
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AMG National Trust Bank
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WealthCollab, LLC
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Tillman Hartley LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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ORG Partners LLC
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Prudential Financial Inc
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Argent Trust Co
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Journey Strategic Wealth Llc
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Flagship Harbor Advisors, Llc
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Quotient Wealth Partners, LLC
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Wrenne Financial Planning LLC
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Security Financial Services, INC.
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Curio Wealth, Llc
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Cascade Investment Group, Inc.
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Plante Moran Financial Advisors, LLC
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Ally Invest Advisors Inc.
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Garrison Point Advisors, Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Smith, Moore & Co.
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Insigneo Advisory Services, Llc
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SRS Capital Advisors, Inc.
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Enterprise Bank & Trust Co
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Cullen/frost Bankers, Inc.
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Simplicity Wealth,LLC
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Plum Street Advisors, LLC
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Continental Investors Services, Inc.
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FSA Advisors, Inc.
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LJI Wealth Management, LLC
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Cassaday & Co Wealth Management LLC
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Kovack Advisors, Inc.
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Financial Architects, LLC
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King Wealth
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Townsquare Capital Llc
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Phillips Financial Management, Llc
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Nikulski Financial, Inc.
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Hobart Private Capital, LLC
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Sagespring Wealth Partners, Llc
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Modern Wealth Management, LLC
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William Howard & Co Financial Advisors Inc
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MorganRosel Wealth Management, LLC
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NFP Retirement, Inc.
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Bnp Paribas Arbitrage, Sa
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Edgestream Partners, L.P.
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Mariner, LLC
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LBETX - Northern Lights Fund Trust IV - Low Beta Tactical 500 Fund Institutional Class
|
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Hills Bank & Trust Co
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Vigilare Wealth Management
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Red Crane Wealth Management, Llc
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Daymark Wealth Partners, Llc
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Luminvest Wealth Management LLC
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JDM Financial Group LLC
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Williams Jones Wealth Management, LLC.
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Triad Wealth Partners, LLC
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Diversified Enterprises, LLC
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Prosperity Consulting Group, LLC
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Wolverine Trading, Llc
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ORG Wealth Partners, LLC
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Creative Capital Management Investments LLC
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Capital Insight Partners, Llc
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LaSalle St. Investment Advisors, LLC
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Private Wealth Management Group, LLC
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Prepared Retirement Institute LLC
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Cascade Financial Partners, LLC
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Ramiah Investment Group
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Motive Wealth Advisors
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Foundations Investment Advisors, LLC
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Oarsman Capital, Inc.
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Manuka Financial, LLC
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
|
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|
|
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|
Chesapeake Wealth Management
|
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|
10Elms LLP
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|
Eley Financial Management, Inc
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|
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
|
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|
|
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|
LVW Advisors, LLC
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|
Chilton Capital Management Llc
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GWM Advisors LLC
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Acas, Llc
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McAdam, LLC
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Annex Advisory Services, LLC
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|
Huntington National Bank
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Focused Wealth Management, Inc
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Allegiance Financial Group Advisory Services LLC
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Widmann Financial Services, Inc.
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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Gilman Hill Asset Management, LLC
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Financial Advisors Network, Inc.
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Mountain Pacific Investment Advisers Inc/id
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Lansing Street Advisors
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Fairview Capital Investment Management, Llc
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Zhang Financial LLC
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Monterey Private Wealth, Inc.
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Drucker Wealth 3.0, LLC
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Pineridge Advisors LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Verus Wealth Management, Llc
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Providence Capital Advisors, LLC
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Rothschild Capital Partners, LLC
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Astoria Strategic Wealth, Inc.
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Lion Street Advisors, LLC
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AE Wealth Management LLC
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Evensky & Katz LLC
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Cypress Capital Advisors, LLC
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Park Square Financial Group, LLC
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Crestwood Advisors Group LLC
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True Link Financial Advisors, LLC
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Attessa Capital LLC
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Old Port Advisors
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Sowell Financial Services LLC
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Mosaic Family Wealth Partners, Llc
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Belmont Capital, LLC
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Moors & Cabot, Inc.
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Dimension Capital Management Llc
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Marmo Financial Group, LLC
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Stratos Wealth Partners, LTD.
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Level Four Advisory Services, Llc
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Brand Asset Management Group, Inc.
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MONECO Advisors, LLC
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BCS Wealth Management
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Crabel Capital Management, LLC
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Fiera Capital Corp
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Concurrent Investment Advisors, LLC
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Gotham Asset Management, LLC
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Running Point Capital Advisors, LLC
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Balentine LLC
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Stifel Financial Corp
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Blume Capital Management, Inc.
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Integrated Advisors Network LLC
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National Asset Management, Inc.
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Dynasty Wealth Management, Llc
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Merit Financial Group, LLC
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Cary Street Partners Financial Llc
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Kestra Advisory Services, LLC
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NorthLanding Financial Partners, LLC
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Endowment Wealth Management, Inc.
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Center for Financial Planning, Inc.
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Benjamin Edwards Inc
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Elgethun Capital Management
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Principal Securities, Inc.
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Financial Strategies Group, Inc.
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FDx Advisors, Inc.
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Taylor Hoffman Capital Management LLC
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Montecito Bank & Trust
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Global Endowment Management, LP
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Twele Capital Management, Inc.
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CoreCap Advisors, LLC
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Clg Llc
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ESG Planning
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Cumberland Partners Ltd
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Proathlete Wealth Management Llc
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Novak & Powell Financial Services, Inc.
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Texas Bank & Trust Co
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Allworth Financial LP
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Legacy Financial Strategies, LLC
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Private Capital Management Llc
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Sofi Wealth, Llc
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Royal Bank Of Canada
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Sound Income Strategies, LLC
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Orcam Financial Group
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Nabity-Jensen Investment Management Inc
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Fiduciary Trust Co
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Consolidated Portfolio Review Corp
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Index Fund Advisors, Inc.
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Hoey Investments, Inc
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Trust Co Of Virginia /va
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U.S. Capital Wealth Advisors, LLC
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Hoese & Co LLP
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Adviser Investments LLC
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Peoples Financial Services Corp.
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Kestra Investment Management, LLC
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Jacobi Capital Management LLC
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Archford Capital Strategies, LLC
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Pioneer Wealth Management Group
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Kestra Private Wealth Services, Llc
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Full Sail Capital, LLC
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Courage Miller Partners, LLC
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Rathbone Brothers plc
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Wela Strategies, Inc.
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BayBridge Capital Group, LLC
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RTD Financial Advisors, Inc.
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FC Advisory LLC
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Lanham O'Dell & Company, Inc.
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Main Street Group, LTD
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Wedbush Securities Inc
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Mitchell Mcleod Pugh & Williams Inc
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Westerkirk Capital Inc.
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Tribridge Partners Financial LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Christopher J. Hasenberg, Inc
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VestGen Advisors, LLC
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Lebenthal Global Advisors, LLC
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Wise Wealth Partners
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Lantern Wealth Advisors, LLC
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Verus Capital Partners, Llc
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Compass Financial Services Inc
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Gibraltar Capital Management, Inc.
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Pillar Financial Advisors, LLC
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Millstone Evans Group, LLC
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Note Advisors, LLC
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Colony Group, LLC
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Bright Futures Wealth Management, LLC.
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Graypoint LLC
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Webster Bank, N. A.
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Real Talk Capital, LLC
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Rainey & Randall Investment Management Inc.
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LRI Investments, LLC
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rebel Financial LLC
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Trilogy Capital Inc.
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FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund
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HFG Advisors, Inc.
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Innealta Capital, Llc
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Fountainhead AM, LLC
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Evolution Wealth Advisors, LLC
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Stephens Consulting, LLC
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Goelzer Investment Management, Inc.
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Coldstream Capital Management Inc
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Acropolis Investment Management, LLC
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Verus Financial Partners, Inc.
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Aegis Wealth Management LLC
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Centaurus Financial, Inc.
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GeoWealth Management, LLC
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UBS Group AG
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Valpey Financial Services, LLC
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Atomi Financial Group, Inc.
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Leeward Financial Partners, LLC
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Independent Wealth Network Inc.
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McLean Asset Management Corp
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Symmetry Partners, LLC
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Fisher Asset Management, LLC
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Axxcess Wealth Management, Llc
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HT Partners LLC
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Highline Wealth Partners Llc
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WealthPlan Investment Management, LLC
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Country Club Bank /gfn
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Topel & Distasi Wealth Management, LLC
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Scott & Selber, Inc.
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Meritas Wealth Management, LLC
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Litman Gregory Asset Management LLC
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USAdvisors Wealth Management, LLC
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Thompson Siegel & Walmsley Llc
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Net Worth Advisory Group
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New England Private Wealth Advisors LLC
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JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
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Greykasell Wealth Strategies, Inc.
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Delta Asset Management Llc/tn
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Fjell Capital, LLC
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C M Bidwell & Associates Ltd
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Wealth Management Nebraska
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Genesis Private Wealth, Llc
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Dakota Wealth Management
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Red Tortoise LLC
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RIA Advisory Group LLC
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Fiduciary Advisors, Inc.
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Beacon Wealthcare LLC
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Fort Point Capital Partners LLC
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Harbour Investments, Inc.
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Brooklyn FI, LLC
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Valmark Advisers, Inc.
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AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
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JMG Financial Group, Ltd.
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Alps Advisors Inc
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Mesirow Financial Investment Management, Inc.
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Foster Victor Wealth Advisors, LLC
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Pacific Financial Group Inc
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Smith & Howard Wealth Management, LLC
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First Pacific Financial
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Level Wealth Management LLC
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Aletheian Wealth Advisors LLC
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Tsfg, Llc
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SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF
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Howard Wealth Management, Llc
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Wealth Architects, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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BNDW - VANGUARD SCOTTSDALE FUNDS - Vanguard Total World Bond ETF ETF Shares
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GenTrust, LLC
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Hill Investment Group Partners, LLC
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Transamerica Financial Advisors, Inc.
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Wolff Wiese Magana Llc
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Swmg, Llc
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Madrona Financial Services, LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Global Retirement Partners, LLC
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Buckingham Strategic Partners
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Csenge Advisory Group
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Myecfo, Llc
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HBK Sorce Advisory LLC
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Ausdal Financial Partners, Inc.
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AEGON USA Investment Management, LLC
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Summit Trail Advisors, Llc
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Seros Financial, LLC
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Sei Investments Co
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Horizon Bancorp Inc /in/
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Dunhill Financial, LLC
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Haverford Trust Co
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DRAI - EA Series Trust - Draco Evolution AI ETF
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Rebalance, Llc
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Whittier Trust Co
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Charis Legacy Partners, LLC
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Iron Horse Wealth Management, LLC
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Cambridge Advisors Inc.
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Vista Private Wealth Partners. LLC
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Baldwin Brothers Inc/ma
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Three Seasons Wealth, LLC
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L.K. Benson & Company, P.C.
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Elm Partners Management LLC
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Diana Davis Spencer Foundation
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Garde Capital, Inc.
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Wetherby Asset Management Inc
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Fiduciary Group LLC
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BlueSky Wealth Advisors, LLC
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Joel Adams & Associates, Inc.
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Lindbrook Capital, Llc
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RW Investment Management LLC
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Liberty Capital Management, Inc.
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Sincerus Advisory, LLC
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Compass Capital Corp /ma/ /adv
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DAVENPORT & Co LLC
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Arkadios Wealth Advisors
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Ameraudi Asset Management, Inc.
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Russell Investments Group, Ltd.
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Balboa Wealth Partners
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MidAtlantic Capital Management, Inc.
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Stairway Partners, LLC
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Traveka Wealth, LLC
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Acorn Financial Advisory Services Inc /adv
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Root Financial Partners, LLC
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Grandview Asset Management LLC
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Stonekeep Investments, LLC
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Tme Financial, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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Opal Wealth Advisors, LLC
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JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
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|
Insight Advisors, LLC/ PA
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SMI Advisory Services, LLC
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|
MEMBERS Trust Co
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Mainsail Asset Management, Llc
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Gateway Wealth Partners, LLC
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EDGF - Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF
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eCIO, Inc.
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Sofos Investments, Inc.
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New Insight Wealth Advisors
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Meeder Advisory Services, Inc.
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Allodium Investment Consultants, LLC
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Verdence Capital Advisors LLC
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Nyl Investors Llc
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Janney Capital Management LLC
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|
Choate Investment Advisors
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|
Manufacturers Life Insurance Company, The
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|
Red Wave Investments LLC
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Apella Capital, LLC
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Apollon Financial, LLC
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Atlantic Trust, LLC
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Franklin Resources Inc
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Evanson Asset Management, LLC
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Citizens National Bank Trust Department
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Westside Investment Management, Inc.
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Stegner Investment Associates Inc.
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Alpha Omega Wealth Management LLC
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Efficient Advisors, LLC
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Assetmark, Inc
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Clarity Capital Advisors, LLC
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|
Bank OZK
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|
Towneley Capital Management, Inc / DE
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Bank of New Hampshire
|
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|
Global Wealth Strategies & Associates
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|
Cahill Wealth Management, LLC
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|
Long Run Wealth Advisors, LLC
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Beaird Harris Wealth Management, LLC
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Grey Fox Wealth Advisors, LLC
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Stratos Wealth Advisors, LLC
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Guardian Asset Advisors, LLC
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Diversified Portfolios, Inc.
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Mpwm Advisory Solutions, Llc
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Bogart Wealth, LLC
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Wincap Financial Llc
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Archvest Wealth Advisors, Inc.
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Newport Capital Group, LLC
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Power Wealth Management Llc
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Liberty Wealth Management Llc
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AllGen Financial Advisors, Inc.
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|
G2 Capital Management, Llc / Oh
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|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Security National Bank Of So Dak
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Sentinel Pension Advisors Inc
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SBI Securities Co., Ltd.
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Trajan Wealth LLC
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Lynx Investment Advisory
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Oldfather Financial Services, LLC
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Marion Wealth Management
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HTG Investment Advisors, Inc.
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|
Cornerstone Financial Group, LLC /NE/
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Sweeney & Michel, Llc
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Susquehanna International Group, Llp
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Avantax Advisory Services, Inc.
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First Heartland Consultants, Inc.
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STAR Financial Bank
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Asset Dedication, LLC
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Western Wealth Management, LLC
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Empower Advisory Group, LLC
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LPF Advisors LLC
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Tyche Wealth Partners LLC
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Centennial Bank/AR/
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Spire Wealth Management
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Clark Capital Management Group, Inc.
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Glen Eagle Advisors, LLC
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Paulson Wealth Management Inc.
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Cibc World Markets Corp
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Cahill Financial Advisors Inc
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Synovus Financial Corp
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Trustmark National Bank Trust Department
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Perennial Investment Advisors, LLC
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Private Trust Co Na
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Hohimer Wealth Management, Llc
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Captrust Financial Advisors
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Pinnacle Family Advisors, LLC
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Janney Montgomery Scott LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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Wealthfront Advisers Llc
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Impact Capital Partners LLC
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Hershey Financial Advisers, LLC
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Parkside Advisors LLC
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Smartleaf Asset Management LLC
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EWG Elevate Inc.
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Galvin, Gaustad & Stein, LLC
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Wiser Wealth Management, Inc
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Gridiron Partners, LLC
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SNS Financial Group, LLC
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Resources Investment Advisors, LLC.
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Diversify Advisory Services, LLC
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Ambassador Advisors, LLC
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Retirement Systems of Alabama
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Simon Quick Advisors, Llc
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Hurley Capital, LLC
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Nautilus Advisors LLC
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State Street Corp
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Rockingstone Advisors LLC
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Safeguard Investment Advisory Group, LLC
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Washington Trust Bank
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Lifestyle Asset Management, Inc.
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Goldman Sachs Group Inc
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Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
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Dynamic Advisor Solutions LLC
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Melone Private Wealth, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Lodestone Wealth Management LLC
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Werba Rubin Papier Wealth Management
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Good Steward Wealth Advisors,LLC
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Prime Buchholz LLC
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Fragasso Group Inc.
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Parr Mcknight Wealth Management Group, Llc
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Salem Investment Counselors Inc
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Coco Enterprises, LLC
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RiverFront Investment Group, LLC
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Angeles Wealth Management, Llc
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Hanson & Doremus Investment Management
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Rockefeller Capital Management L.P.
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NCM Capital Management, LLC
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Little House Capital Llc
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Roundview Capital LLC
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Hilltop Holdings Inc.
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D.a. Davidson & Co.
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White Lighthouse Investment Management Inc.
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Monticello Wealth Management, Llc
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Grantvest Financial Group LLC
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Peak Financial Management, Inc.
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FSA Wealth Management LLC
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Signature Estate & Investment Advisors Llc
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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MidWestOne Financial Group, Inc.
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Dorsey & Whitney Trust CO LLC
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BKD Wealth Advisors, LLC
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Sloy Dahl & Holst, LLC
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Abound Wealth Management
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Sovereign Investment Advisors, LLC
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Exencial Wealth Advisors, Llc
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Bank of New York Mellon Corp
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Family Firm, Inc.
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Toews Corp /adv
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TABR Capital Management, LLC
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Gallagher Fiduciary Advisors, LLC
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Courier Capital Llc
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CMG Global Holdings, LLC
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RCS Financial Planning, LLC
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Strategic Blueprint, LLC
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Forum Private Client Group LLC
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One Degree Advisors Inc
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SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A
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Argonautica Private Wealth Management, Inc
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Modus Advisors, LLC
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Cardiff Park Advisors, Llc
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First Citizens Financial Corp
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Keeler & Nadler Financial Planning & Wealth Management
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Fonville Wealth Management LLC
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Integrity Alliance, Llc.
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Cheviot Value Management, LLC
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SeaBridge Investment Advisors LLC
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Sims Investment Management, Llc
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Pinnacle Associates Ltd
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Elevate Wealth Advisory, Inc
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Callan Capital, LLC
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First United Bank Trust/
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FIL Ltd
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Lido Advisors, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Atlantic Edge Private Wealth Management, LLC
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Acorn Wealth Advisors, LLC
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Flagship Private Wealth, LLC
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Francis Financial, Inc.
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Regent Peak Wealth Advisors LLC
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Mb, Levis & Associates, Llc
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Blue Oak Capital, LLC
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United Community Bank
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Aptus Capital Advisors, LLC
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Advisory Alpha, LLC
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Versant Capital Management, Inc
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Fagan Associates, Inc.
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Cornerstone Wealth Management, LLC
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Fort Henry Capital, LLC
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Peterson Wealth Management
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ETF Portfolio Partners, Inc.
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Mycio Wealth Partners, Llc
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Atria Investments Llc
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Nova Wealth Management, Inc.
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Avantax Planning Partners, Inc.
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Southland Equity Partners LLC
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Colony Family Offices, LLC
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Atria Wealth Solutions, Inc.
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Everhart Financial Group, Inc.
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Fifth Third Bancorp
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Pinnacle Bancorp, Inc.
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Financial Advisory Service, Inc.
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Everpar Advisors Llc
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Raymond James Financial Inc
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Cornerstone Investment Partners, LLC
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Roger Wittlin Investment Advisory, LLC
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Driehaus Capital Management Llc
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Zions Bancorporation, National Association /ut/
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Regions Financial Corp
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Duncker Streett & Co Inc
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Cyndeo Wealth Partners, LLC
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Fiduciary Financial Group, Llc
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Financial Management Professionals, Inc.
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Human Investing LLC
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Coastline Trust Co
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McGrath & Associates, Inc.
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Arrowroot Family Office, LLC
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Envestnet Portfolio Solutions, Inc.
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McIlrath & Eck, LLC
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Patriot Financial Group Insurance Agency, LLC
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AdvisorNet Financial, Inc
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Mather Group, Llc.
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Holistic Planning, LLC
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Allspring Global Investments Holdings, LLC
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Apollon Wealth Management, LLC
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Brass Tax Wealth Management, Inc
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My Legacy Advisors, LLC
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Rodgers Brothers Inc.
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Eastern Bank
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Lowery Thomas, Llc
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Prime Capital Investment Advisors, LLC
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Bank Julius Baer & Co. Ltd, Zurich
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Zacks Investment Management
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Lummis Asset Management, LP
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Murphy & Mullick Capital Management Corp
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Saxony Capital Management, LLC
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JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
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Novus Advisors, Llc
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Vermillion Wealth Management, Inc.
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HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
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ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
|
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Jackson, Grant Investment Advisers, Inc.
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Deutsche Bank Ag\
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Vontobel Holding Ltd.
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Golden State Wealth Management, LLC
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Clarus Wealth Advisors
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Beacon Pointe Advisors, LLC
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|
First Financial Corp /in/
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Wealthstream Advisors, Inc.
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Investment Research & Advisory Group, Inc.
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Walkner Condon Financial Advisors LLC
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Northern Trust Corp
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Frazier Financial Advisors, LLC
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Bare Financial Services, Inc
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Brookwood Investment Group LLC
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Eaton-Cambridge Inc.
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Aspect Partners, LLC
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Modera Wealth Management, LLC
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Estate Counselors, LLC
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Mine & Arao Wealth Creation & Management, LLC.
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Bellevue Asset Management, Llc
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Mustard Seed Financial, LLC
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Oregon Pacific Wealth Management, LLC
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|
Edmond De Rothschild Holding S.a.
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Genesis Wealth Advisors, LLC
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Stage Harbor Financial, Llc
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Equitable Holdings, Inc.
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|
Parkside Financial Bank & Trust
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Boston Private Wealth Llc
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Crux Wealth Advisors
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|
Persium Advisors, LLC
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Ballentine Partners, LLC
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Pinnacle Wealth Planning Services, Inc.
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|
RFP Financial Group LLC
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BlueStem Wealth Partners, LLC
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Vision Financial Markets Llc
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BRYN MAWR TRUST Co
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|
Decker Retirement Planning Inc.
|
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|
|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
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|
|
|
|
Knights of Columbus Asset Advisors LLC
|
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|
|
|
|
LFA - Lugano Financial Advisors SA
|
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|
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|
XML Financial, LLC
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|
Rock Point Advisors, LLC
|
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|
Thomasville National Bank
|
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|
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|
Valeo Financial Advisors, LLC
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|
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|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
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|
|
|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
|
Boston Partners
|
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|
|
|
|
Mission Wealth Management, Lp
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|
|
|
|
|
Capital Square, LLC
|
|
|
|
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|
Prostatis Group LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
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|
|
Centurion Wealth Management LLC
|
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|
Painted Porch Advisors LLC
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|
Hardin Capital Partners, LLC
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|
Harmony Asset Management Llc
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Apriem Advisors
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|
|
|
Private Wealth Asset Management, LLC
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|
|
Partners in Financial Planning
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|
Pcg Asset Management, Llc
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|
Commonwealth Retirement Investments LLC
|
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|
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|
Mma Asset Management Llc
|
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|
|
Capital Asset Advisory Services LLC
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|
|
|
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|
JT Stratford LLC
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
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|
|
|
|
Tandem Wealth Advisors LLC
|
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|
IAG Wealth Partners, LLC
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|
WNY Asset Management, LLC
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Bell Investment Advisors, Inc
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POM Investment Strategies, LLC
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|
Nbc Securities, Inc.
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|
Kingswood Wealth Advisors, Llc
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Belpointe Asset Management LLC
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Barclays Plc
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|
Bernard Wealth Management Corp.
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|
Peachtree Investment Partners, LLC
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LPL Financial LLC
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Glenview Trust Co
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First Horizon Advisors, Inc.
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Catalyst Financial Partners Llc
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Trust Point Inc.
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Alaska Permanent Capital Management
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Tortoise Investment Management, LLC
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SevenBridge Financial Group, LLC
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Hanlon Investment Management, Inc.
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Lazari Capital Management, Inc.
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Hopwood Financial Services, Inc.
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Kiker Wealth Management, LLC
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Coppell Advisory Solutions LLC
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Family Wealth Partners, Llc
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Clearview Wealth Advisors LLC
|
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Aldebaran Financial Inc.
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Archetype Wealth Partners
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Signaturefd, Llc
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Advisor Group Holdings, Inc.
|
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Kingstone Capital Partners Texas, LLC
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ProVise Management Group, LLC
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|
|
|
Commerce Bank
|
|
|
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|
Seacrest Wealth Management, Llc
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|
|
|
LexAurum Advisors, LLC
|
|
|
|
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|
Diversify Wealth Management, Llc
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|
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|
Parallel Advisors, LLC
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|
|
|
|
|
Vanguard Group Inc
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|
|
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|
Addison Advisors LLC
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|
Seneschal Advisors, LLC
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|
Gryphon Financial Partners LLC
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Cedar Mountain Advisors, LLC
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|
Pacifica Partners Inc.
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|
Headlands Technologies LLC
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|
Powers Advisory Group, LLC
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|
Dohj, Llc
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BridgePort Financial Solutions, LLC
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|
FFG Partners, LLC
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David Kennon Inc
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Strategic Financial Planning, Inc.
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Mml Investors Services, Llc
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King Luther Capital Management Corp
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|
GPS Wealth Strategies Group, LLC
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|
New England Capital Financial Advisors LLC
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|
L.m. Kohn & Company
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|
Topsail Wealth Management, LLC
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|
|
Roberts Glore & Co Inc /il/
|
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|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
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Aspire Private Capital, LLC
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Two Sigma Securities, Llc
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Tobias Financial Advisors, Inc.
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Colonial Trust Co / SC
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Graves-Light Private Wealth Management, Inc.
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Hiley Hunt Wealth Management
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National Wealth Management Group, LLC
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Legacy Private Trust Co.
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Vise Technologies, Inc.
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Eukles Asset Management
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City National Bank Of Florida /msd
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WCG Wealth Advisors LLC
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Cranbrook Wealth Management, LLC
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Capital Investment Advisory Services, LLC
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Whelan Financial
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Vectors Research Management, LLC
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Trust Co Of Vermont
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Horizons Wealth Management
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Weitzel Financial Services, Inc.
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Penobscot Investment Management Company, Inc.
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Wbh Advisory Inc
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Empowered Funds, LLC
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EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
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Bordeaux Wealth Advisors LLC
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RAM Investment Partners, LLC
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Sax Wealth Advisors, Llc
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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Savant Capital, LLC
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JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
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Brio Consultants, LLC
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Bear Mountain Capital, Inc.
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Eq Wealth Advisors, Llc
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Gilbert & Cook, Inc.
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JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
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Meridian Wealth Partners, LLC
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SlateStone Wealth, LLC
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Exchange Traded Concepts, Llc
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Eagle Rock Investment Company, Llc
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Dynamic Wealth Strategies, LLC
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Retirement Wealth Solutions LLC
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Truepoint, Inc.
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GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
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Apex Wealth Management, LLC
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Tectonic Advisors Llc
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Napatree Capital Llc
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Sovereign Financial Group, Inc.
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Advyzon Investment Management, LLC
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Brinker Capital Investments, LLC
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Integrated Wealth Concepts LLC
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Sequent Planning LLC
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Gerber Kawasaki Wealth & Investment Management
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Midwestern Financial, LLC /IA
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Northeast Financial Group, Inc.
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Financial Avengers, Inc.
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SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares
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Riversedge Advisors, Llc
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Market Street Wealth Management Advisors Llc
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WASHINGTON TRUST Co
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Tower Research Capital LLC (TRC)
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World Equity Group, Inc.
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Sonata Capital Group Inc
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TFB Advisors LLC
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SOL Capital Management CO
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Fortis Capital Advisors, LLC
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Ameriprise Financial Inc
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Kathleen S. Wright Associates Inc.
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First International Bank of Israel Ltd.
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Cetera Investment Advisers
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Great Waters Wealth Management
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CI Private Wealth, LLC
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Motiv8 Investments LLC
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United Advisor Group, LLC
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Prudent Man Advisors, LLC
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Intelligent Financial Strategies
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Capital Advisors, Ltd. LLC
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Mayflower Financial Advisors, LLC
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Morningstar Investment Services LLC
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Sequoia Financial Advisors, LLC
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Smithfield Trust Co
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Clear Creek Financial Management, LLC
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Squire Investment Management Company, LLC
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Fourth Dimension Wealth, LLC
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Connors Investor Services Inc
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Perkins Coie Trust Co
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Pinney & Scofield, Inc.
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Integrity Wealth Solutions LLC
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Arrow Financial Corp
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Integrity Financial Corp /WA
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Baird Financial Group, Inc.
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Darrow Company, Inc.
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Nicolet Bankshares Inc
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CFO4Life Group, LLC
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Melfa Wealth Management, Llc
|
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Chicago Partners Investment Group LLC
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Friedenthal Financial
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Bfsg, Llc
|
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Independent Advisor Alliance
|
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Financial Network Wealth Management LLC
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Creekmur Asset Management LLC
|
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TLT Family Holdco ULC
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Trellis Wealth Advisors LLC
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Strategic Wealth Partners, Ltd.
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Aries Wealth Management
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Riggs Asset Managment Co. Inc.
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Glassman Wealth Services
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Gordian Advisors LLC
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Fund Evaluation Group, LLC
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Coston, McIsaac & Partners
|
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Headinvest, Llc
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Coordinated Financial Services, Inc./CO
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PBMares Wealth Management LLC
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Parkshore Wealth Management, Inc.
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Optivise Advisory Services LLC
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Guardian Wealth Advisors, Llc / Nc
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|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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Tactive Advisors, LLC
|
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Successful Portfolios LLC
|
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TUIFX - Northern Lights Fund Trust - Toews Unconstrained Income Fund
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Evolution Wealth Management Inc.
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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Baskin Financial Services Inc.
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Pitti Group Wealth Management, LLC
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Symphony Financial, Ltd. Co.
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Aurora Private Wealth, Inc.
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Quantinno Capital Management LP
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SILVER OAK SECURITIES, Inc
|
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|
Transcend Wealth Collective, Llc
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DiMeo Schneider & Associates, L.L.C.
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Calton & Associates, Inc.
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Charter Capital Management, LLC\DE
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Avion Wealth
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Grove Street Fiduciary, LLC
|
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Covestor Ltd
|
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Eclectic Associates Inc /adv
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Legacy Investment Solutions, LLC
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Nicolet Advisory Services, Llc
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Signet Investment Advisory Group, Inc.
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Ames National Corp
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Capital Advisors Wealth Management, LLC
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|
Oak Hill Wealth Advisors, Llc
|
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|
Wedmont Private Capital
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|
Stonebridge Financial Planning Group, LLC
|
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|
Sentinus, LLC
|
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Legacy Capital Wealth Partners, LLC
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JGP Wealth Management, LLC
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Fpc Investment Advisory, Inc.
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Capital Investment Advisors, LLC
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Oakworth Capital, Inc.
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|
Accurate Wealth Management, LLC
|
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Twelve Points Wealth Management LLC
|
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|
Beaumont Financial Advisors, LLC
|
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|
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Riverpoint Wealth Management Holdings, LLC
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DecisionPoint Financial, LLC
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TD Waterhouse Canada Inc.
|
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|
Bessemer Group Inc
|
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Orleans Capital Management Corp/la
|
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|
Money Concepts Capital Corp
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|
BLB&B Advisors, LLC
|
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|
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|
American Financial & Tax Strategies Inc
|
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|
Prudential Plc
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|
CWS Financial Advisors, LLC
|
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|
Total Investment Management Inc
|
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|
Gladstone Institutional Advisory LLC
|
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|
Simmons Bank
|
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|
New Covenant Trust Company, N.A.
|
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|
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|
Cloud Capital Management, LLC
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
Visionary Wealth Advisors
|
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|
|
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|
Advisory Services Network, LLC
|
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|
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|
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares
|
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|
|
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|
Patron Partners Advisors, Llc
|
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|
|
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|
Glass Jacobson Investment Advisors llc
|
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|
Schmidt P J Investment Management Inc
|
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|
|
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|
Tenret Co LLC
|
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|
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|
Hollencrest Capital Management
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Summit Financial, LLC
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Aua Capital Management, Llc
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McCarthy Asset Management, Inc.
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Pfc Capital Group, Inc.
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SYM FINANCIAL Corp
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BCS Private Wealth Management, Inc.
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|
Grimes & Company, Inc.
|
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Wealth Effects Llc
|
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Kavar Capital Partners Group, Llc
|
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|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
TrueWealth Financial Partners
|
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|
|
|
|
Sherwood Financial Partners, LLC
|
|
|
|
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|
Silverlake Wealth Management Llc
|
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MA Private Wealth
|
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|
Dagco, Inc.
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
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|
CENTRAL TRUST Co
|
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|
SJS Investment Consulting Inc.
|
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|
|
|
|
WFA of San Diego, LLC
|
|
|
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Pinnacle Financial Group, LLC / IL
|
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|
|
|
FSC Wealth Advisors, LLC
|
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|
|
|
|
Talon Private Wealth, LLC
|
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|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
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|
|
|
|
Harbor Investment Advisory, Llc
|
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|
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Beacon Capital Management, LLC
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Miracle Mile Advisors, LLC
|
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Ameritas Investment Partners, Inc.
|
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|
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|
GoalFusion Wealth Management, LLC
|
|
|
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Compass Ion Advisors, LLC
|
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|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
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|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
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|
|
|
|
Certified Advisory Corp
|
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|
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|
Access Financial Services, Inc.
|
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|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
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|
McKinley Carter Wealth Services, Inc.
|
|
|
|
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|
Reyes Financial Architecture, Inc.
|
|
|
|
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|
Claro Advisors LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Cordant, Inc.
|
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|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Keener Financial Planning LLC
|
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|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Fischer Investment Strategies, Llc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
|
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
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|
Robertson Stephens Wealth Management, LLC
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FOCUS Wealth Advisors, LLC
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Cambria Investment Management, L.P.
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Foundation Wealth Management, LLC\PA
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Shade Tree Advisors LLC
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Facet Wealth, Inc.
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Financial Engines Advisors L.L.C.
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Americana Partners, LLC
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Sigma Planning Corp
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JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
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Morton Brown Family Wealth, LLC
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N.E.W. Advisory Services LLC
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BIP Alliance, LLC
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Charles Schwab Trust Co
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Laird Norton Trust Company, Llc
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Rehmann Capital Advisory Group
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Meriwether Wealth & Planning, LLC
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Vannoy Advisory Group, Inc.
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
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CFS Investment Advisory Services, LLC
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LongView Wealth Management
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Davis Capital Management
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Bank Of Nova Scotia
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Private Advisor Group, LLC
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Copperleaf Capital, LLC
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Financial Partners Group, LLC
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Umb Bank N A/mo
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Wiser Advisor Group LLC
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Five Oceans Advisors
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Oceanside Advisors LLC
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Clay Northam Wealth Management, LLC
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Centricity Wealth Management, LLC
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TRTY - Cambria ETF Trust - Cambria Trinity ETF
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Emerald Investment Partners, Llc
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Woodside Wealth Management LLC
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Massmutual Trust Co Fsb/adv
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Pinkerton Retirement Specialists, LLC
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Ameriflex Group, Inc.
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PFG Investments, LLC
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Moneda S.A. Administradora General de Fondos
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FIDELIS iM, LLC
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Armis Advisers, LLC
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First Financial Bankshares Inc
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Retirement Planning Group
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Fortitude Advisory Group L.L.C.
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Truist Financial Corp
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Hemington Wealth Management
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Breakwater Investment Management
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Callan Family Office, LLC
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Okabena Investment Services Inc
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Vantage Point Financial LLC
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Michels Family Financial, LLC
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Strategic Investment Advisors / MI
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Warwick Investment Management, Inc.
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Ronald Blue Trust, Inc.
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Institute for Wealth Management, LLC.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
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Berger Financial Group, Inc
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Carr Financial Group Corp
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Ridgewood Investments LLC
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Patten Group, Inc.
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Armstrong Advisory Group, Inc
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Hidden Cove Wealth Management, LLC
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Mirae Asset Global Investments Co., Ltd.
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American Investment Services, Inc.
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Nemes Rush Group LLC
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Rakuten Securities, Inc.
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Kwmg, Llc
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Equity Investment Corp
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GM Advisory Group, Inc.
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IFP Advisors, Inc
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Sound View Wealth Advisors Group, LLC
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Capital Investment Services of America, Inc.
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Addison Capital Co
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Ignite Planners, LLC
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Cambridge Associates Llc /ma/ /adv
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Jordan Park Group LLC
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Front Row Advisors LLC
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Parkworth Wealth Management, Inc.
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Optima Capital Llc
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Falcon Wealth Planning
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Anchor Capital Advisors Llc
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CIBC World Markets Inc.
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Golden State Equity Partners
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Alliancebernstein L.p.
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Cantor Fitzgerald Investment Adviser L.p.
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Van Eck Associates Corp
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Steele Capital Management, Inc.
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LifeGoal Wealth Advisors
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Acima Private Wealth, Llc
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Yukon Wealth Management, Inc.
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EverSource Wealth Advisors, LLC
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Voya Financial Advisors, Inc.
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AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
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Schwarz Dygos Wheeler Investment Advisors Llc
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Spirepoint Private Client, Llc
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Steward Partners Investment Advisory, Llc
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Whittier Trust Co Of Nevada Inc
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Global Wealth Management, LLC
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SilverOak Wealth Management LLC
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PAX Financial Group, LLC
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International Assets Investment Management, Llc
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Scotia Capital Inc.
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IFG Advisory, LLC
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Washington Trust Advisors, Inc.
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Ruedi Wealth Management, Inc.
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Octavia Wealth Advisors, LLC
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Blue Barn Wealth, LLC
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Turn8 Private Wealth Inc.
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Old Mission Capital Llc
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Howe & Rusling Inc
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Ascent Group, LLC
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UMA Financial Services, Inc.
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Nbt Bank N A /ny
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AllSquare Wealth Management LLC
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Woodmont Investment Counsel Llc
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Tritonpoint Wealth, Llc
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Sandbox Financial Partners, LLC
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Neuberger Berman Group LLC
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Ashton Thomas Securities, Llc
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Lodestar Private Asset Management Llc
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Fmr Llc
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Willow Creek Wealth Management Inc.
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Ogorek Anthony Joseph /ny/ /adv
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BTC Capital Management, Inc.
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Continuum Advisory, LLC
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Ellevest, Inc.
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Accredited Wealth Management, LLC
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Traynor Capital Management, Inc.
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Hancock Whitney Corp
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Investors Research Corp
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Congress Wealth Management LLC / DE /
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Burns J W & Co Inc/ny
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Titleist Asset Management, Llc
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Swp Financial Llc
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Sachetta, LLC
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Apeiron RIA LLC
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Silver Oak Advisory Group, Inc.
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Matrix Trust Co
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NorthRock Partners, LLC
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Natixis Advisors, L.p.
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Trinity Wealth Management, LLC
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Brookstone Capital Management
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Cahaba Wealth Management, Inc.
|
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Summit Wealth Group Llc / Co
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VERITY Wealth Advisors
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Investment Advisory Group, LLC
|
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Vivaldi Capital Management, LLC
|
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Rinkey Investments
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SigFig Wealth Management, LLC
|
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|
OneAscent Financial Services LLC
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Revisor Wealth Management LLC
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West Financial Advisors, LLC
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Farther Finance Advisors, LLC
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CBIZ Investment Advisory Services, LLC
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Greystone Financial Group, LLC
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Wealth Enhancement Advisory Services, Llc
|
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Keystone Wealth Services, LLC
|
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|
Crews Bank & Trust
|
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CIBC Private Wealth Group, LLC
|
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|
DSG Capital Advisors, LLC
|
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Curran Financial Partners, LLC
|
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JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
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|
|
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Sovran Advisors, LLC
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Staley Capital Advisers Inc
|
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J Hagan Capital, Inc.
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Shakespeare Wealth Management, Inc.
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Flow Traders U.s. Llc
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Single Point Partners, LLC
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|
Bath Savings Trust Co
|
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Sunbelt Securities, Inc.
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|
Nations Financial Group Inc, /ia/ /adv
|
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|
Warner Financial, Inc
|
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|
Indiana Trust & Investment Management CO
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|
Smallwood Wealth Investment Management, LLC
|
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|
TPG Advisors LLC
|
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|
City Holding Co
|
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|
Financial Freedom, LLC
|
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|
Envestnet Asset Management Inc
|
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|
BWM Planning, LLC
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|
Reston Wealth Management Llc
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Avidian Wealth Solutions, LLC
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Wealth Group Ltd
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BlackDiamond Wealth Management Inc.
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|
Sebold Capital Management, Inc.
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JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
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|
|
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|
Taylor & Morgan Wealth Management, LLC
|
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|
1832 Asset Management L.P.
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|
Disciplined Investors, L.L.C.
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|
Chapin Davis, Inc.
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|
Ancora Advisors, LLC
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Magnolia Capital Advisors Llc
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|
Thrive Capital Management, LLC
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|
Community Bank, N.A.
|
|
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|
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|
StoneX Group Inc.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
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|
Perfromance Wealth Partners, LLC
|
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|
Linscomb & Williams, Inc.
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|
Stonebridge Financial Group, LLC
|
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|
Crowley Wealth Management, Inc.
|
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|
|
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Future Financial Wealth Managment LLC
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|
Westwood Holdings Group Inc
|
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|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
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|
Change Path, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Arizona PSPRS Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Main Street Financial Solutions, LLC
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|
Peterson Wealth Services
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|
Hendershot Investments Inc.
|
|
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|
|
Sterling Financial Planning, Inc.
|
|
|
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|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
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|
Ark & Tlk Investments, Llc
|
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|
Ryan Investment Management, Inc.
|
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|
|
|
Global Assets Advisory, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Golden Reserve Retirement LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Citadel Advisors Llc
|
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NewEdge Wealth, LLC
|
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|
Conrad Siegel Investment Advisors, Inc.
|
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|
|
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|
Sharp Financial Services, LLC
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Meridian Wealth Management, LLC
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|
Corrigan Financial, Inc.
|
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|
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|
Trifecta Capital Advisors, LLC
|
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|
Legacy Financial Group LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
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|
Stone Point Wealth LLC
|
|
|
|
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|
K2 Financial Inc.
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CGC Financial Services, LLC
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Cambridge Investment Research Advisors, Inc.
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Patriot Investment Management Inc.
|
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|
Td Private Client Wealth Llc
|
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Grove Bank & Trust
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
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Penobscot Wealth Management
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IHT Wealth Management, LLC
|
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|
Focus Financial Network, Inc.
|
|
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|
Adirondack Trust Co
|
|
|
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|
Byrne Asset Management LLC
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Icon Wealth Advisors, LLC
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|
Morris Financial Concepts, Inc.
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|
Hoxton Planning & Management, LLC
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Main Line Retirement Advisors, LLC
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Noble Wealth Management PBC
|
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|
Foster Group, Inc.
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Eqis Capital Management, Inc.
|
|
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|
Keybank National Association/oh
|
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|
|
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|
Exchange Bank
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
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|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Rogco, Lp
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Bartlett & Co. Wealth Management Llc
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PDS Planning, Inc
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Barden Capital Management, Inc.
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Kovitz Investment Group Partners, LLC
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TCI Wealth Advisors, Inc.
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My Personal CFO, LLC
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Synergy Investment Management, LLC
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Laraway Financial Inc
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San Luis Wealth Advisors LLC
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Insight Wealth Partners, LLC
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Union Savings Bank
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Whitaker-Myers Wealth Managers, LTD.
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Culbertson A N & Co Inc
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Tiaa Trust, National Association
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Cerity Partners LLC
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Toronto Dominion Bank
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EP Wealth Advisors, Inc.
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Boston Family Office Llc
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Finward Bancorp
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Lowe Brockenbrough & Co Inc
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Aspiriant, Llc
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Bank Of America Corp /de/
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Prestige Wealth Management Group LLC
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Wayfinding Financial, LLC
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Rosenberg Matthew Hamilton
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Connecticut Wealth Management, LLC
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Northwest Capital Management Inc
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Associated Banc-corp
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Fortress Financial Solutions, LLC
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Shufro Rose & Co Llc
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Pacific Capital Wealth Advisors, Inc
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Baltimore-Washington Financial Advisors, Inc.
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Financial Advocates Investment Management
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Great Valley Advisor Group, Inc.
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MAS Advisors LLC
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Greenbush Financial Group, LLC
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Elios Financial Group Inc.
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Bristlecone Advisors, LLC
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Garrett Investment Advisors LLC
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Keel Point, LLC
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Lazard Asset Management Llc
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Mid-American Wealth Advisory Group, Inc.
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YANKCOM Partnership
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Journey Advisory Group, LLC
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Five Pine Wealth Management
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Black Diamond Financial, LLC
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Bluestem Financial Advisors, Llc
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Moneta Group Investment Advisors Llc
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United Capital Financial Advisers, Llc
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Shelter Mutual Insurance Co
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Seven Mile Advisory
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REDW Wealth LLC
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Transcendent Capital Group LLC
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Accelerate Investment Advisors LLC
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MTM Investment Management, LLC
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JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
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|
Beacon Harbor Wealth Advisors, Inc.
|
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Nordwand Advisors, LLC
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|
Whitcomb & Hess, Inc.
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Chancellor Financial Group WB LP
|
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Herold Advisors, Inc.
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Guyasuta Investment Advisors Inc
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Rockbridge Investment Management, LCC
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TruNorth Capital Management, LLC
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Cypress Capital Management LLC (WY)
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Centric Wealth Management
|
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Wiley Bros.-aintree Capital, Llc
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Baker Avenue Asset Management, LP
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Blair William & Co/il
|
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GHP Investment Advisors, Inc.
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Timonier Family Office, LTD.
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Petra Financial Advisors Inc
|
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Valley Financial Group, Inc.
|
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Charter Oak Capital Management, LLC
|
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|
Avestar Capital, LLC
|
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|
SOA Wealth Advisors, LLC.
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MBA Advisors LLC
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|
Mayport, Llc
|
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|
HCR Wealth Advisors
|
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|
Tenon Financial LLC
|
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|
Wingate Wealth Advisors, Inc.
|
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SCS Capital Management LLC
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|
Prospect Financial Group LLC
|
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Prospera Financial Services Inc
|
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Activest Wealth Management
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
Summit Asset Management, LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
Quaker Wealth Management, LLC
|
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|
PrairieView Partners, LLC
|
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|
Hartland & Co., LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Wells Fargo & Company/mn
|
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|
Texas Treasury Safekeeping Trust Co
|
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|
Larson Financial Group LLC
|
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|
Manning & Napier Advisors Llc
|
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|
Bond & Devick Financial Network, Inc.
|
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|
Optimum Investment Advisors
|
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|
Perigon Wealth Management, LLC
|
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|
Nwam Llc
|
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|
Aqr Capital Management Llc
|
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|
Private Client Services, Llc
|
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|
Opes Wealth Management LLC
|
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|
Inscription Capital, LLC
|
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|
Cable Hill Partners, LLC
|
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|
Mcmorgan & Co Llc
|
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|
IMA Wealth, Inc.
|
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|
Bokf, Na
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
Fairway Wealth LLC
|
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|
Certus Wealth Management, LLC
|
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|
Park Avenue Securities Llc
|
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|
CX Institutional
|
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|
Lakeridge Wealth Management LLC
|
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|
Mutual Advisors, LLC
|
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|
Jpmorgan Chase & Co
|
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|
Citizens Financial Group Inc/ri
|
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|
Astoria Portfolio Advisors LLC.
|
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|
Alesco Advisors Llc
|
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|
WMG Financial Advisors, LLC
|
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|
|
City State Bank
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
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|
|
Keystone Financial Group
|
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
|
|
|
AlphaCore Capital LLC
|
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|
|
Bricktown Capital, LLC
|
|
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|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
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|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
|
|
|
WESPAC Advisors, LLC
|
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|
|
|
|
Newton One Investments LLC
|
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|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Narus Financial Partners, LLC
|
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|
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|
|
NEOS Investment Management LLC
|
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|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
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|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
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|
|
Rossby Financial, LCC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
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|
Sage Rhino Capital Llc
|
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|
