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Fidelity D & D Bancorp Inc
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Wealth Quarterback LLC
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Tillman Hartley LLC
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Transce3nd, LLC
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LRI Investments, LLC
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First Horizon Advisors, Inc.
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LifePlan Investment Advisors, Inc.
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Canandaigua National Bank & Trust Co
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MeadowBrook Investment Advisors LLC
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Tobias Financial Advisors, Inc.
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Quartz Partners, LLC
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Csenge Advisory Group
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Wharton Business Group, LLC
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Cerity Partners LLC
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McNaughton Wealth Management, LLC
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Atlas Capital Advisors Llc
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Harbor Investment Advisory, Llc
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Signature Estate & Investment Advisors Llc
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Global View Capital Management LLC
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Grayhawk Investment Strategies Inc.
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Fortis Advisors, LLC
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Per Stirling Capital Management, LLC.
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Falcon Wealth Planning
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Orion Portfolio Solutions, LLC
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Cwm, Llc
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Mayflower Financial Advisors, LLC
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Journey Strategic Wealth Llc
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Cetera Investment Advisers
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Atria Wealth Solutions, Inc.
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Squarepoint Ops LLC
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RMB Capital Management, LLC
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Wsfs Capital Management, Llc
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Guardian Wealth Advisors, Llc / Nc
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Ironwood Investment Counsel, LLC
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Lockerman Financial Group, Inc.
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Nomura Asset Management Co Ltd
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Rsm Us Wealth Management Llc
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Baron Silver Stevens Financial Advisors, Llc
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Sittner & Nelson, Llc
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CI Private Wealth, LLC
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Coppell Advisory Solutions LLC
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Bradley Foster & Sargent Inc/ct
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Marks Group Wealth Management, Inc
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Bristlecone Advisors, LLC
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Voya Global Equity Dividend & Premium Opportunity Fund
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BRYN MAWR TRUST Co
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WealthPLAN Partners, LLC
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Wedmont Private Capital
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Brave Asset Management Inc
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Wingate Wealth Advisors, Inc.
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Maryland State Retirement & Pension System
|
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Hutchens & Kramer Investment Management Group, LLC
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Keystone Financial Services
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Fermata Advisors, LLC
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Clearview Wealth Advisors LLC
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Ariadne Wealth Management, LP
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N.E.W. Advisory Services LLC
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Ade, Llc
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Brinker Capital Investments, LLC
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
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Principal Securities, Inc.
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Capstone Wealth Management, LLC
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Semus Wealth Partners LLC
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IFG Advisory, LLC
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CSM Advisors, LLC
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Cary Street Partners Financial Llc
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Keybank National Association/oh
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Stock Yards Bank & Trust Co
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Kingdom Financial Group LLC.
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Midwest Trust Co
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Gateway Wealth Partners, LLC
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Stone House Investment Management, LLC
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Watershed Private Wealth Llc
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Martin Worley Group
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Salus Financial Advisors, LLC
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Ashton Thomas Private Wealth, LLC
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AllSquare Wealth Management LLC
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Matrix Private Capital Group Llc
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Coston, McIsaac & Partners
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Allworth Financial LP
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Strategic Wealth Partners, Ltd.
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Regions Financial Corp
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EP Wealth Advisors, Inc.
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L2 Asset Management, LLC
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CVA Family Office, LLC
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Ffg Retirement Advisors Llc
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Meridian Wealth Partners, LLC
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Family Wealth Group, LLC
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Sovereign Financial Group, Inc.
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Bokf, Na
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Wedbush Securities Inc
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Kilter Group LLC
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Moors & Cabot, Inc.
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World Equity Group, Inc.
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Empirical Asset Management, LLC
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Cape Investment Advisory, Inc.
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Northwest Wealth Management, Llc
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Quent Capital, LLC
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Real Talk Capital, LLC
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Optimum Investment Advisors
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Cypress Wealth Services, LLC
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Lansing Street Advisors
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Portside Wealth Group, LLC
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United Capital Financial Advisers, Llc
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PrairieView Partners, LLC
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Midwest Capital Advisors, LLC
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New Millennium Group LLC
|
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|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Pettinga Financial Advisors, LLC
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Howard Bailey Securities, Llc
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Hardin Capital Partners, LLC
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Wealthcare Capital Management Llc
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Fairman Group, LLC
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Bank Julius Baer & Co. Ltd, Zurich
|
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Evermay Wealth Management Llc
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|
Huntington National Bank
|
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|
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|
Sachetta, LLC
|
|
|
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|
Gts Securities Llc
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Anchor Pointe Wealth Management, LLC
|
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|
Hobbs Wealth Management, LLC
|
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|
|
|
Ritholtz Wealth Management
|
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|
Argent Trust Co
|
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|
Golden State Equity Partners
|
|
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|
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|
JDH Wealth Management, LLC
|
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|
Sound Financial Strategies Group, LLC
|
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REAP Financial Group, LLC
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|
Baker Tilly Financial, Llc
|
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|
First Community Trust Na
|
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Childress Capital Advisors, Llc
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Hilltop National Bank
|
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Vise Technologies, Inc.
|
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|
Swp Financial Llc
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Washington Trust Bank
|
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|
Arcadia Wealth Management, LLC
|
|
|
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|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
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|
Archer Investment Corp
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|
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|
MN Wealth Advisors, LLC
|
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|
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Jackson Hole Capital Partners, LLC
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Toronto Dominion Bank
|
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Envestnet Portfolio Solutions, Inc.
|
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Eastern Bank
|
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Clune & Associates, Ltd.
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|
Crescent Grove Advisors, LLC
|
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Balance Wealth, LLC
|
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|
|
|
Franklin Resources Inc
|
|
|
|
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|
Royal Bank Of Canada
|
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Hoese & Co LLP
|
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|
Maryland Capital Advisors Inc.
|
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Headlands Technologies LLC
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Well Done, LLC
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Foster Group, Inc.
|
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|
|
Tortoise Investment Management, LLC
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Barnes Dennig Private Wealth Management LLC
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
|
CRTOX - PFS FUNDS - Conquer Risk Tactical Opportunities Fund
|
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|
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|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
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|
Mml Investors Services, Llc
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|
Brown, Lisle/cummings, Inc.
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Integrated Advisors Network LLC
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Hanlon Investment Management, Inc.
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|
Marco Investment Management Llc
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|
Ameriprise Financial Inc
|
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|
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|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
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|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
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|
|
|
|
Armstrong Advisory Group, Inc
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Pinnacle Family Advisors, LLC
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Fragasso Group Inc.
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Advisory Services Network, LLC
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Mesirow Financial Investment Management, Inc.
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Summit Financial, LLC
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North Capital, Inc.
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|
American National Bank
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Cardiff Park Advisors, Llc
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|
Shum Financial Group, Inc.
|
|
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Triad Wealth Partners, LLC
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Hemington Wealth Management
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|
Nbc Securities, Inc.
|
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|
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
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|
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|
Integrity Alliance, Llc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
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|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
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|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
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|
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|
Sowell Financial Services LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
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|
Accurate Wealth Management, LLC
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|
M1 Capital Management LLC
|
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|
Focus Financial Network, Inc.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Radnor Capital Management, LLC
|
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|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Michels Family Financial, LLC
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|
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|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Aurelius Family Office LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
|
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|
Perennial Investment Advisors, LLC
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|
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|
Covenant Partners, LLC
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|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
XNAV - FundX Investment Trust - FundX Aggressive ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
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|
Seldon Capital Lp
|
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|
Yeomans Consulting Group, Inc.
|
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|
ShoreHaven Wealth Partners, LLC
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|
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|
SkyView Investment Advisors, LLC
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|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
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|
Strategic Blueprint, LLC
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|
|
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|
Rise Advisors, LLC
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|
Osborne Partners Capital Management, Llc
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|
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|
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|
Wakefield Asset Management LLLP
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|
Cullen Capital Management, LLC
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|
MidWestOne Financial Group, Inc.
|
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|
Salem Investment Counselors Inc
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|
Aspire Private Capital, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Change Path, LLC
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|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
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GAMMA Investing LLC
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Summit Financial Strategies, Inc.
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Commerce Bank
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Foundry Financial Group, Inc.
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Ausdal Financial Partners, Inc.
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Disciplined Investments, LLC
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Brookwood Investment Group LLC
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Beaird Harris Wealth Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Campion Asset Management LLC
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Lauterbach Financial Advisors, LLC
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Dorsey & Whitney Trust CO LLC
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Mather Group, Llc.
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Blair William & Co/il
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Park Avenue Securities Llc
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Hill Investment Group Partners, LLC
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Drive Wealth Management, Llc
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Essex Financial Services, Inc.
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Prospera Financial Services Inc
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Nbt Bank N A /ny
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Able Wealth Management LLC
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Bank Of Montreal /can/
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Oregon Pacific Wealth Management, LLC
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Northwest Bancshares, Inc.
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Interchange Capital Partners, LLC
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AE Wealth Management LLC
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Perigon Wealth Management, LLC
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BEAM Asset Management, LLC
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Atlantic Union Bankshares Corp
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Russell Investments Group, Ltd.
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Hippocratic Financial Advisors, LLC
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Lineweaver Wealth Advisors, LLC
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Luts & Greenleigh Group, Inc
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XCOR - FundX Investment Trust - FundX ETF
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Sage Mountain Advisors LLC
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POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
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Financial Life Advisors
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O'shaughnessy Asset Management, Llc
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Decker Retirement Planning Inc.
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Townsquare Capital Llc
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IAG Wealth Partners, LLC
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Herold Advisors, Inc.
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McIlrath & Eck, LLC
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Gilman Hill Asset Management, LLC
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Sound Income Strategies, LLC
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Altfest L J & Co Inc
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WCG Wealth Advisors LLC
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Powell Investment Advisors, LLC
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SOA Wealth Advisors, LLC.
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Spectrum Wealth Counsel, LLC
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Pandora Wealth, Inc.
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Dopkins Wealth Management, Llc
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Jackson, Grant Investment Advisers, Inc.
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MTM Investment Management, LLC
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5T Wealth, LLC
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UNIVEST FINANCIAL Corp
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PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
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Quest 10 Wealth Builders, Inc.
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W Advisors, Llc
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Stonebridge Financial Group, LLC
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Lantern Wealth Advisors, LLC
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BIP Wealth, LLC
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Bridge Generations Wealth Management Llc
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Atwood & Palmer Inc
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Zrc Wealth Management, Llc
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Elevate Wealth Advisory, Inc
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Breakwater Investment Management
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Ancora Advisors, LLC
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Asset Dedication, LLC
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Regal Investment Advisors LLC
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Front Row Advisors LLC
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Anchor Investment Management, LLC
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City Holding Co
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Alesco Advisors Llc
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Toth Financial Advisory Corp
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Voya Investment Management Llc
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Beirne Wealth Consulting Services, LLC
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Western Wealth Management, LLC
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Operose Advisors LLC
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NorthRock Partners, LLC
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Us Bancorp \de\
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Pure Financial Advisors, Inc.
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Allegheny Financial Group LTD
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Westside Investment Management, Inc.
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MJT & Associates Financial Advisory Group, Inc.
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Atlantic Trust, LLC
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Smithfield Trust Co
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Larson Financial Group LLC
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Avantra Family Wealth, Inc.
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Symmetry Partners, LLC
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Clark Capital Management Group, Inc.
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Associated Banc-corp
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Kayne Anderson Rudnick Investment Management Llc
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Capital Advisors, Ltd. LLC
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Cranbrook Wealth Management, LLC
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Charles Schwab Investment Management Inc
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Ascent Group, LLC
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Capital Analysts, Inc.
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Ridgeline Wealth, LLC
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Farther Finance Advisors, LLC
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Warren Averett Asset Management, LLC
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Icon Wealth Advisors, LLC
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Twin Peaks Wealth Advisors, LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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CAP Partners, LLC
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Squire Investment Management Company, LLC
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Eqis Capital Management, Inc.
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Duncan Williams Asset Management, LLC
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Sagace Wealth Management LLC
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Johnson Financial Group, Inc.
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Modern Wealth Management, LLC
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TD Waterhouse Canada Inc.
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Montecito Bank & Trust
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Fisher Asset Management, LLC
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Bogart Wealth, LLC
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Schoolcraft Capital LLC
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Team Financial Group, LLC
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National Asset Management, Inc.
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Richardson Capital Management LLC
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MainStreet Investment Advisors LLC
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Betterment LLC
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Breakwater Capital Group
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Brighton Jones Llc
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Mma Asset Management Llc
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Gen-Wealth Partners Inc
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Consolidated Portfolio Review Corp
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LVW Advisors, LLC
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Brady Martz Wealth Solutions, LLC
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Quadcap Wealth Management, LLC
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Silverlake Wealth Management Llc
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PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
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Trust Co
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Tompkins Financial Corp
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Professional Financial Advisors, LLC
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Atlantic Edge Private Wealth Management, LLC
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PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF
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Opes Wealth Management LLC
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Verus Capital Partners, Llc
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Wells Financial Advisors INC
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Grand Wealth Management, Llc
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Wells Fargo & Company/mn
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Financial Synergies Wealth Advisors, Inc.
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Vance Wealth, Inc.
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Advanced Series Trust - Ast International Growth Portfolio
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Vermillion Wealth Management, Inc.
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First Commonwealth Financial Corp /pa/
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
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Red Tortoise LLC
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BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Pinnacle Wealth Planning Services, Inc.
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Roxbury Financial LLC
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Endeavor Private Wealth, Inc.
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Advisor Group Holdings, Inc.
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Jane Street Group, Llc
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InvesTrust
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LifeWealth Investments, LLC
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Kestra Investment Management, LLC
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Fifth Third Wealth Advisors LLC
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Ronald Blue Trust, Inc.
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Pallas Capital Advisors LLC
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Tsfg, Llc
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James J. Burns & Company, LLC
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COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A
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Tradewinds, LLC.
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Flagship Harbor Advisors, Llc
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Fiduciary Trust Co
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Gwn Securities Inc.
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Exchange Traded Concepts, Llc
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Catalytic Wealth RIA, LLC
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Mainstream Capital Management LLC
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Institute for Wealth Management, LLC.
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Motive Wealth Advisors
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Fortress Wealth Management, Inc.
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Kathmere Capital Management, LLC
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Beverly Hills Private Wealth, LLC
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Harbor Asset Planning, Inc.
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Revolve Wealth Partners, LLC
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
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Thrivent Financial For Lutherans
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Zions Bancorporation, National Association /ut/
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Hsbc Holdings Plc
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Foundations Investment Advisors, LLC
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Verdence Capital Advisors LLC
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SigFig Wealth Management, LLC
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Ameriflex Group, Inc.
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Shotwell Rutter Baer Inc
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Alliancebernstein L.p.
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Fulcrum Equity Management
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Spectrum Planning & Advisory Services Inc.
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ONE Advisory Partners, LLC
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Key FInancial Inc
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Qube Research & Technologies Ltd
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Qrg Capital Management, Inc.
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Citigroup Inc
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Angeles Wealth Management, Llc
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BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
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Buckingham Strategic Partners
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Global Retirement Partners, LLC
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Barnes Wealth Management Group, Inc
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VestGen Advisors, LLC
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Oakworth Capital, Inc.
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Steel Peak Wealth Management LLC
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GPS Wealth Strategies Group, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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VCFVX - VALIC Co I - International Value Fund
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|
Prudential Financial Inc
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Howe & Rusling Inc
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Mosaic Advisors LLC
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Motco
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Sigma Planning Corp
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Shared Vision Wealth Group LLC
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Center for Financial Planning, Inc.
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Atria Investments Llc
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Private Trust Co Na
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Parallel Advisors, LLC
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Austin Private Wealth, LLC
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Fountainhead AM, LLC
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Courier Capital Llc
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Midwest Heritage Bank, FSB
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Accelerate Investment Advisors LLC
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Milestone Asset Management Group, LLC
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Liberty Wealth Management Llc
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Koshinski Asset Management, Inc.
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Wrapmanager Inc
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Wealthspire Advisors, LLC
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Moneta Group Investment Advisors Llc
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Private Wealth Asset Management, LLC
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Dentgroup LLC
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Palisade Asset Management, LLC
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Cobblestone Asset Management LLC
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Pointe Capital Management LLC
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Aaron Wealth Advisors LLC
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Keystone Wealth Services, LLC
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Americana Partners, LLC
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Aqr Capital Management Llc
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Kelly Financial Services LLC
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Market Street Wealth Management Advisors Llc
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Copperleaf Capital, LLC
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Total Wealth Planning, Llc
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Commonwealth Equity Services, Llc
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Bay Harbor Wealth Management, LLC
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Addison Capital Co
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Quarry Hill Advisors, Llc
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SCS Capital Management LLC
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1620 Investment Advisors, Inc.
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MGB Wealth Management, LLC
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RDA Financial Network
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Riverbend Wealth Management, LLC
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Hoey Investments, Inc
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Wolff Wiese Magana Llc
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Marcum Wealth, LLC
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S.A. Mason LLC
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|
Eq Llc
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Wealth Enhancement Advisory Services, Llc
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Bangor Savings Bank
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Brown Advisory Inc
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Arkadios Wealth Advisors
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Ascent Capital Management, LLC
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Signature Securities Group Corporation
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Evanson Asset Management, LLC
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Spire Wealth Management
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Ogorek Anthony Joseph /ny/ /adv
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Country Trust Bank
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New Republic Capital, LLC
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Investment Advisory Group, LLC
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Collier Financial
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Harbour Capital Advisors, LLC
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AdvisorNet Financial, Inc
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Integrated Capital Management, Inc.
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Kingswood Wealth Advisors, Llc
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Choate Investment Advisors
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Apeiron RIA LLC
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Arete Wealth Advisors, LLC
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BWM Planning, LLC
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SRS Capital Advisors, Inc.
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Vermillion & White Wealth Management Group, LLC
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Fifth Third Bancorp
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Forthright Family Wealth Advisory LLC
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Summit Trail Advisors, Llc
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Keebeck Wealth Management, LLC
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Copia Wealth Management
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Apella Capital, LLC
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Addison Advisors LLC
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Axim Planning & Wealth
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Accredited Investors Inc.
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Fortis Capital Advisors, LLC
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Clifford Group, LLC
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Ameritas Advisory Services, LLC
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SMART Wealth LLC
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Evolution Wealth Management Inc.
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Aurdan Capital Management, LLC
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Lutz Financial Services LLC
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Mariner, LLC
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Bush Investment Group, Llc
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Financial Sense Advisors, Inc.
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Tradition Wealth Management, LLC
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Parkside Financial Bank & Trust
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Modera Wealth Management, LLC
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American Trust
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Golden State Wealth Management, LLC
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Fairvoy Private Wealth, LLC
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Sierra Capital LLC
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Capital Investment Advisory Services, LLC
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NewEdge Wealth, LLC
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Bnp Paribas Arbitrage, Sa
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Murphy & Mullick Capital Management Corp
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CAPROCK Group, Inc.
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XRLX - FundX Investment Trust - FundX Conservative ETF
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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Rialto Wealth Management, LLC
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Wealth Architects, LLC
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Christopher J. Hasenberg, Inc
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First Heartland Consultants, Inc.
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Prosperity Planning, Inc.
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CGC Financial Services, LLC
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Shakespeare Wealth Management, Inc.
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Capital A Wealth Management, LLC
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Stark Wealth Management LLC
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Legacy Wealth Asset Management, LLC
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Resurgent Financial Advisors LLC
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Laurel Wealth Advisors LLC
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Mission Hills Financial Advisory, LLC
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Virtus Family Office LLC
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Phillips Financial Management, Llc
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Staley Capital Advisers Inc
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Financial Engines Advisors L.L.C.
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BCU Wealth Advisors, LLC
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Pnc Financial Services Group, Inc.
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Sovran Advisors, LLC
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Concorde Asset Management, LLC
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Harbour Investments, Inc.
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Essex Savings Bank
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Congress Wealth Management LLC / DE /
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Regimen Wealth, Llc
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Private Advisor Group, LLC
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IYLD - iSHARES TRUST - iShares Morningstar Multi-Asset Income ETF
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Atlas Brown,Inc.
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Bank Of America Corp /de/
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Lido Advisors, LLC
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GFS Advisors, LLC
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Citizens Business Bank
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Good Life Advisors, LLC
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Hurley Capital, LLC
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Voya Global Advantage & Premium Opportunity Fund
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Claro Advisors LLC
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Sandy Spring Bank
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IFP Advisors, Inc
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
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Neumann Capital Management, LLC
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Stone Point Wealth LLC
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Rice Partnership, LLC
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American Financial & Tax Strategies Inc
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Mycio Wealth Partners, Llc
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Sharkey, Howes & Javer
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Bellwether Advisors, LLC
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Cedar Mountain Advisors, LLC
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Cornerstone Advisors Asset Management, Inc
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RiverFront Investment Group, LLC
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XTX Topco Ltd
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Net Worth Advisory Group
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Columbus Macro, LLC
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Dohj, Llc
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Atlantic Private Wealth, LLC
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Lantz Financial LLC
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Sutton Place Investors Llc
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United Asset Strategies, Inc.
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Burkett Financial Services, Llc
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Merit Financial Group, LLC
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LongView Wealth Management
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Turtle Creek Wealth Advisors, LLC
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Sofos Investments, Inc.
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Glen Eagle Advisors, LLC
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Meridian Wealth Management, LLC
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OMNI 360 Wealth, Inc.
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Brookstone Capital Management
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Gilliland Jeter Wealth Management LLC
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Park Square Financial Group, LLC
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Syntegra Private Wealth Group, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Sofi Wealth, Llc
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Sterling Capital Management LLC
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Townsend & Associates, Inc
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Skopos Labs, Inc.
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BCJ Capital Management, LLC
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Financial Advisory Service, Inc.
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Rehmann Capital Advisory Group
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Talisman Wealth Advisors LLC
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Td Private Client Wealth Llc
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Creative Planning
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Rosenberg Matthew Hamilton
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AMG National Trust Bank
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Exencial Wealth Advisors, Llc
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Hobart Private Capital, LLC
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Efficient Advisors, LLC
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Old National Bancorp /in/
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RTD Financial Advisors, Inc.
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Cambridge Investment Research Advisors, Inc.
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Retirement Wealth Solutions LLC
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Smartleaf Asset Management LLC
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JT Stratford LLC
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Wetherby Asset Management Inc
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Commonwealth Retirement Investments LLC
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Fmr Llc
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Capital Advantage, Inc.
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Beacon Pointe Advisors, LLC
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Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
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HighMark Wealth Management LLC
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Venturi Wealth Management, LLC
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Cherry Tree Wealth Management, LLC
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Geneos Wealth Management Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Mutual Advisors, LLC
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Avidian Wealth Solutions, LLC
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International Assets Investment Management, Llc
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Vertex Planning Partners, LLC
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Riverwater Partners LLC
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SOUTH STATE Corp
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Bruce G. Allen Investments, LLC
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High Note Wealth, LLC
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Barrett & Company, Inc.
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Ehrlich Financial Group
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Clayton Financial Group LLC
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Abound Wealth Management
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Novus Advisors, Llc
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Ifrah Financial Services, Inc.
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Veracity Capital LLC
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JDM Financial Group LLC
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BridgePort Financial Solutions, LLC
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Theory Financial Llc
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Telos Capital Management, Inc.
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Peapack Gladstone Financial Corp
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Intelligence Driven Advisers, LLC
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Founders Financial Alliance, LLC
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Firethorn Wealth Partners, Llc
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Fiduciary Advisors, Inc.
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Zhang Financial LLC
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Pineridge Advisors LLC
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Tower Research Capital LLC (TRC)
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Financial Network Wealth Advisors LLC
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Beacon Financial Group
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Security Financial Services, INC.
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Atomi Financial Group, Inc.
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Patten Group, Inc.
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Baker Avenue Asset Management, LP
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Beacon Bridge Wealth Partners, LLC
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Cynosure Management, Llc
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Financial Freedom, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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LGT Financial Advisors LLC
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Kingsview Wealth Management, LLC
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Advocacy Wealth Management Services, LLC
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Global Wealth Management Investment Advisory, Inc.
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Two Sigma Securities, Llc
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CIBC Private Wealth Group, LLC
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Concurrent Investment Advisors, LLC
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Opal Wealth Advisors, LLC
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Dunhill Financial, LLC
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AlphaCore Capital LLC
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Snowden Capital Advisors LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
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CFO4Life Group, LLC
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Intrua Financial, LLC
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Evoke Wealth, Llc
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Cyndeo Wealth Partners, LLC
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TSA Wealth Managment LLC
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Versant Capital Management, Inc
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Rockingstone Advisors LLC
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Mill Creek Capital Advisors, LLC
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MFA Wealth Services
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Centurion Wealth Management LLC
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Savvy Advisors, Inc.
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Financial Advocates Investment Management
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Bartlett & Co. Wealth Management Llc
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Certus Wealth Management, LLC
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Plante Moran Financial Advisors, LLC
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Fonville Wealth Management LLC
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Shira Ridge Wealth Management
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Horst & Graben Wealth Management LLC
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Robertson Stephens Wealth Management, LLC
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Unique Wealth, Llc
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Alerus Financial Na
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Investors Research Corp
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Nwam Llc
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Allspring Global Investments Holdings, LLC
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DAVENPORT & Co LLC
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Etesian Wealth Advisors, Inc.
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Team Hewins, LLC
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Pillar Financial Advisors, LLC
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Claris Advisors, Llc / Mo /
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TCG Advisory Services, LLC
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Ark & Tlk Investments, Llc
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VPR Management LLC
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Oak Harbor Wealth Partners, Llc
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UMA Financial Services, Inc.
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Stifel Financial Corp
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Highline Wealth Partners Llc
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Glass Jacobson Investment Advisors llc
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Apollon Wealth Management, LLC
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Mpwm Advisory Solutions, Llc
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Redmont Wealth Advisors Llc
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Sequoia Financial Advisors, LLC
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Custom Index Systems, Llc
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McMill Wealth Management
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Vickerman Investment Advisors, Inc.
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Morris Financial Concepts, Inc.
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Pathstone Holdings, LLC
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Bridges Investment Management Inc
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Wealthcare Advisory Partners LLC
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Warner Financial, Inc
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Miracle Mile Advisors, LLC
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Plancorp, LLC
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Waldron Private Wealth LLC
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Madden Advisory Services, Inc.
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Cooper Financial Group
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Massmutual Trust Co Fsb/adv
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RHS Financial, LLC
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Putnam Fl Investment Management Co
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Moisand Fitzgerald Tamayo, LLC
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Centaurus Financial, Inc.
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Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
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Bessemer Group Inc
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Aptus Capital Advisors, LLC
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MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
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Heritage Family Offices, LLP
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ORG Partners LLC
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Summit X, LLC
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FLP Wealth Management, LLC
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|
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV
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Two West Capital Advisors LLC
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Caliber Wealth Management, LLC / KS
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Stokes Family Office, LLC
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Affinity Capital Advisors, LLC
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Gladstone Institutional Advisory LLC
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Synergy Investment Management, LLC
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Long Run Wealth Advisors, LLC
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Horan Securities, Inc.
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Kelly Financial Group Llc
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Lodestone Wealth Management LLC
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Valeo Financial Advisors, LLC
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Principal Financial Group Inc
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GeoWealth Management, LLC
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M&t Bank Corp
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Lifeworks Advisors, LLC
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Koss-Olinger Consulting, LLC
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Shufro Rose & Co Llc
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Braun-Bostich & Associates Inc.
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MCF Advisors LLC
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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|
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Vident Advisory, LLC
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Madison Wealth Partners, Inc
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DHJJ Financial Advisors, Ltd.
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Tritonpoint Wealth, Llc
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Pines Wealth Management, LLC
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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McAdam, LLC
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Mason Investment Advisory Services, Inc.
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MKT Advisors LLC
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Raymond James Financial Inc
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Keel Point, LLC
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Glenmede Investment Management, LP
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Horizon Bancorp Inc /in/
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Susquehanna International Group, Llp
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We Are One Seven, LLC
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Vontobel Holding Ltd.
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Catalina Capital Group, LLC
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HHM Wealth Advisors, LLC
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Whittier Trust Co
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Sage Financial Group Inc
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Pinnacle Bancorp, Inc.
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CENTRAL TRUST Co
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GWM Advisors LLC
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Milestone Investment Advisors LLC
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Navigoe, LLC
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Barclays Plc
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Tiaa Trust, National Association
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Signet Financial Management, Llc
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New World Advisors LLC
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Semmax Financial Advisors Inc.
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Waller Financial Planning Group, Inc
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First American Trust, Fsb
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1st Source Bank
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Northern Trust Corp
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Signal Advisors Wealth, LLC
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Kestra Advisory Services, LLC
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Noble Family Wealth, LLC
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Pinnacle Financial Partners Inc
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Twin Focus Capital Partners, Llc
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High Falls Advisors, Inc
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Trilogy Capital Inc.
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Opinicus Capital, Inc.
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IHT Wealth Management, LLC
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One Wealth Capital Management, Llc
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Redwood Investment Management, Llc
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Gallagher Fiduciary Advisors, LLC
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Frontier Asset Management, LLC
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MA Private Wealth
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Facet Wealth, Inc.
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Bordeaux Wealth Advisors LLC
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Dogwood Wealth Management LLC
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American Financial Advisors, LLC
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Raleigh Capital Management Inc.
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Ascension Capital Advisors, Inc.
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PAX Financial Group, LLC
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Pacific Life Fund Advisors LLC
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Kovitz Investment Group Partners, LLC
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Umb Bank N A/mo
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Kovack Advisors, Inc.
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Signature Resources Capital Management, LLC
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Equitable Holdings, Inc.
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Citadel Advisors Llc
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Benjamin Edwards Inc
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Hazlett, Burt & Watson, Inc.
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Mount Yale Investment Advisors, LLC
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Foundation Wealth Management, LLC
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Weil Company, Inc.
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BOK Financial Private Wealth, Inc.
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Whittier Trust Co Of Nevada Inc
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Trustmark National Bank Trust Department
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Partners Capital Investment Group, Llp
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Dakota Community Bank & Trust NA
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CIBC World Markets Inc.
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Stage Harbor Financial, Llc
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Windward Private Wealth Management Inc.
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Tidemark, LLC
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Valence8 US LP
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Coastal Investment Advisors, Inc.
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J.w. Cole Advisors, Inc.
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D.a. Davidson & Co.
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Tempus Wealth Planning, LLC
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AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A
|
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Goldman Sachs Group Inc
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CogentBlue Wealth Advisors, LLC
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Brass Tax Wealth Management, Inc
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Busey Wealth Management
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Allegiance Financial Group Advisory Services LLC
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Ballast Advisors Llc
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Sagespring Wealth Partners, Llc
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Hilltop Holdings Inc.
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First Citizens Financial Corp
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Global Financial Private Client, LLC
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Nicholas Hoffman & Company, LLC.
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GHP Investment Advisors, Inc.
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Wealthfront Advisers Llc
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KM Capital Management Ltd.
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Fullcircle Wealth Llc
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Callan Family Office, LLC
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Parkworth Wealth Management, Inc.
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Concord Wealth Partners
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Fifth Third Securities, Inc.
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Stegner Investment Associates Inc.
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ORG Wealth Partners, LLC
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Kestra Private Wealth Services, Llc
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Crewe Advisors LLC
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Lloyd Advisory Services, LLC.
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Lindbrook Capital, Llc
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FineMark National Bank & Trust
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Baird Financial Group, Inc.
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Tranquility Partners, LLC
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North Star Investment Management Corp.
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Beacon Financial Advisory LLC
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Signaturefd, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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West Wealth Group, LLC
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PBMares Wealth Management LLC
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Garrett Investment Advisors LLC
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Rothschild Investment Llc
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Financial Gravity Companies, Inc.
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Nicolet Bankshares Inc
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Armis Advisers, LLC
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Glenmede Trust Co Na
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Venture Visionary Partners LLC
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Cahill Financial Advisors Inc
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GGM Financials LLC
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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Diversify Advisory Services, LLC
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Stratos Wealth Partners, LTD.
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Life Line Wealth Management Llc
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Reyes Financial Architecture, Inc.
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Delos Wealth Advisors, LLC
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Navellier & Associates Inc
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Harbor Group, Inc.
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MAI Capital Management
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Delap Wealth Advisory, Llc
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My Legacy Advisors, LLC
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Legacy Bridge, LLC
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Conning Inc.
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Freestone Capital Holdings, LLC
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Providence Capital Advisors, LLC
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Caldwell Securities, Inc
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Resources Investment Advisors, LLC.
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Advyzon Investment Management, LLC
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Cresset Asset Management, LLC
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Aspiriant, Llc
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Seneca Financial Advisors LLC
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TrueWealth Advisors, LLC
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Argent Advisors, Inc.
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Janney Montgomery Scott LLC
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Quotient Wealth Partners, LLC
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Farmers & Merchants Investments Inc
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Prosperity Consulting Group, LLC
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EverSource Wealth Advisors, LLC
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Knightsbridge Asset Management, Llc
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Oliver Lagore Vanvalin Investment Group
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Pitcairn Co
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Checchi Capital Advisers, LLC
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Pensionmark Financial Group, Llc
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Vantage Point Financial LLC
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Avantax Advisory Services, Inc.
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Wealthgarden F.s. Llc
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Belpointe Asset Management LLC
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Bank of New York Mellon Corp
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Hantz Financial Services, Inc.
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|
Federation des caisses Desjardins du Quebec
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Citizens Financial Group Inc/ri
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Hirtle Callaghan & Co LLC
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Arlington Capital Management, Inc.
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MONECO Advisors, LLC
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Corepath Wealth Partners Llc
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BCS Wealth Management
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Urban Financial Advisory Corp
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TRUE Private Wealth Advisors
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Elios Financial Group Inc.
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Samalin Investment Counsel, LLC
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PUREfi Wealth, LLC
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Swmg, Llc
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B.O.S.S. Retirement Advisors, LLC
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Rossby Financial, LCC
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Sunbelt Securities, Inc.
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Blue Bell Private Wealth Management, Llc
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Cornerstone Wealth Management, LLC
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|
Magnus Financial Group LLC
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|
Morgan Stanley
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HighTower Advisors, LLC
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SOL Capital Management CO
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MSH Capital Advisors LLC
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Index Fund Advisors, Inc.
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Creative Financial Designs Inc /adv
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Assetmark, Inc
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Keb Asset Management, Llc
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Wright Fund Managment, LLC
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Morton Brown Family Wealth, LLC
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Actinver Wealth Management, Inc.
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Marino, Stram & Associates Llc
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Jfs Wealth Advisors, Llc
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EWG Elevate Inc.
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RCS Financial Planning, LLC
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180 Wealth Advisors, Llc
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|
Captrust Financial Advisors
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|
Collective Family Office Llc
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|
Sentinus, LLC
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|
Johnson Investment Counsel Inc
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|
Novem Group
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JB Capital LLC
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Absolute Capital Management, LLC
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Lifelong Wealth Advisors, Inc.
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StoneX Group Inc.
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|
POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
|
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|
Natixis Advisors, L.p.
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True Vision MN LLC
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Sterling Wealth Management, Inc.
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Colony Group, LLC
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Foundation Wealth Management, LLC\PA
|
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|
Smallwood Wealth Investment Management, LLC
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|
|
|
|
Brown Brothers Harriman & Co
|
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|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
EPG Wealth Management LLC
|
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|
Wealth Alliance
|
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|
Stonebrook Private Inc.
|
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|
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|
|
Western Financial Corp/CA
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Cary Street Partner Investment Advisory Llc
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|
LexAurum Advisors, LLC
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|
Axis Wealth Partners, LLC
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|
Quadrant Private Wealth Management, LLC
|
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|
|
|
|
Stephens Inc /ar/
|
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|
|
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|
Cardinal Strategic Wealth Guidance
|
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|
|
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|
Invst, LLC
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RPg Family Wealth Advisory, LLC
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Luminist Capital LLC
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AlTi Global, Inc.
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One Capital Management, LLC
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Diversify Wealth Management, Llc
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|
Ewa, Llc
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|
O'Connor Financial Group LLC
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|
Emerald Investment Partners, Llc
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|
Holistic Planning, LLC
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|
Rockland Trust Co
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|
Van Hulzen Asset Management, LLC
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Transcend Wealth Collective, Llc
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Oarsman Capital, Inc.
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Hidden Cove Wealth Management, LLC
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Legacy Financial Group LLC
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Yukon Wealth Management, Inc.
|
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|
Fedenia Advisers LLC
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Napatree Capital Llc
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CFS Investment Advisory Services, LLC
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|
Kickstand Ventures, Llc.
|
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Country Club Bank /gfn
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Paladin Advisory Group, LLC
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|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
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|
