|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
JSBSX - JPMORGAN TRUST IV - JPMorgan SmartRetirement Blend 2065 Fund Class I
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Latigo Investments, LLC
|
|
|
|
|
|
Gridiron Partners, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Andrews, Lucia Wealth Management Llc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JSMOX - JPMORGAN TRUST IV - JPMorgan SmartRetirement 2065 Fund Class R6
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Maren Capital LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
3EDGE Asset Management, LP
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Thomas J. Herzfeld Advisors, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Financial Counselors Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Financial Futures Ltd Liability Co.
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Wilmar Advisors LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
