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UBS Group AG
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Colony Group, LLC
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Omega Financial Group, LLC
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Martin Worley Group
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Curtis Advisory Group, LLC
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Regal Investment Advisors LLC
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Nepc Llc
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Financial Gravity Companies, Inc.
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Td Private Client Wealth Llc
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Axxcess Wealth Management, Llc
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Pacifica Partners Inc.
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Principal Securities, Inc.
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Global Retirement Partners, LLC
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Fisher Asset Management, LLC
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New England Private Wealth Advisors LLC
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Grimes & Company, Inc.
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BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K
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Dohj, Llc
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AdvisorNet Financial, Inc
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Resources Investment Advisors, LLC.
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Qube Research & Technologies Ltd
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Wealthfront Advisers Llc
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Rockbridge Investment Management, LCC
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Stephenson & Company, Inc.
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Mml Investors Services, Llc
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Vested Financial Planning, LLC
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Affiance Financial, LLC
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Caliber Wealth Management, LLC / KS
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Integrated Wealth Concepts LLC
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First Command Advisory Services, Inc.
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Jpmorgan Chase & Co
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Busey Wealth Management
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Financial Network Wealth Advisors LLC
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Mather Group, Llc.
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Iron Horse Wealth Management, LLC
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Ritter Daniher Financial Advisory LLC / DE
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Founders Financial Alliance, LLC
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Citadel Advisors Llc
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Cresset Asset Management, LLC
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TD Capital Management LLC
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Nottingham Advisors, Inc.
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Ashton Thomas Private Wealth, LLC
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Atria Wealth Solutions, Inc.
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Capasso Planning Partners LLC
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Ameriprise Financial Inc
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Nbt Bank N A /ny
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IMA Wealth, Inc.
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Pathway Financial Advisors LLC
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CI Private Wealth, LLC
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SCS Capital Management LLC
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Lodestar Private Asset Management Llc
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Hilltop Partners LLC
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Seacrest Wealth Management, Llc
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Michael A. Dubis Financial Planning, LLC
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Blue Sky Capital Consultants Group, Inc.
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Veridan Wealth LLC
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SigFig Wealth Management, LLC
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Great Valley Advisor Group, Inc.
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BlueStem Wealth Partners, LLC
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Wesbanco Bank Inc
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Root Financial Partners, LLC
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BayBridge Capital Group, LLC
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BLB&B Advisors, LLC
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Smithfield Trust Co
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Equitable Holdings, Inc.
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Wealth Architects, LLC
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Financial Council Asset Management Inc
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Your Advocates Ltd., LLP
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Vista Wealth Management Group, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
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Mascoma Wealth Management LLC
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Fort Point Capital Partners LLC
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Orion Portfolio Solutions, LLC
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BlackRock, Inc.
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Higgins & Schmidt Wealth Strategies LLC
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Gemmer Asset Management LLC
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Forte Capital Llc /adv
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Crux Wealth Advisors
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Pathstone Holdings, LLC
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Stonebridge Financial Group, LLC
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Signaturefd, Llc
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Glassman Wealth Services
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Whittier Trust Co
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Raymond James Financial Inc
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Signature Resources Capital Management, LLC
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Alesco Advisors Llc
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Sage Mountain Advisors LLC
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Truist Financial Corp
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Longview Financial Advisors LLC
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Barrett & Company, Inc.
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Birch Hill Investment Advisors LLC
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Vontobel Holding Ltd.
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Bfsg, Llc
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BSW Wealth Partners
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Oppenheimer Asset Management Inc.
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Trilogy Capital Inc.
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Goldman Sachs Group Inc
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Gould Asset Management Llc /ca/
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Financial Advisory Service, Inc.
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Farmers National Bank
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WNY Asset Management, LLC
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Sharkey, Howes & Javer
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Confluence Wealth Services, Inc.
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1st Source Bank
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Grant/GrossMendelsohn, LLC
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Relyea Zuckerberg Hanson LLC
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Patriot Financial Group Insurance Agency, LLC
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Keener Financial Planning LLC
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Creative Planning
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Emerald Investment Partners, Llc
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Cobblestone Capital Advisors Llc /ny/
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Topel & Distasi Wealth Management, LLC
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Trust Co
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Commerce Bank
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Dunhill Financial, LLC
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Wells Fargo & Company/mn
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Sei Investments Co
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Zrc Wealth Management, Llc
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Toth Financial Advisory Corp
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Susquehanna International Group, Llp
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Ancora Advisors, LLC
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Mendel Capital Management LLC
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Sand Hill Global Advisors, LLC
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Howland Capital Management Llc
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Cascade Financial Partners, LLC
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Frank, Rimerman Advisors LLC
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High Note Wealth, LLC
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Money Design Co.,Ltd.
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Annis Gardner Whiting Capital Advisors, LLC
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Morling Financial Advisors, LLC
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North Berkeley Wealth Management, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
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Neumann Capital Management, LLC
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CWS Financial Advisors, LLC
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Private Advisor Group, LLC
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Paulson Wealth Management Inc.
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BridgePort Financial Solutions, LLC
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Wealth Management Nebraska
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WT Wealth Management
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Waypoint Wealth Partners Inc.
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Compass Ion Advisors, LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Manning & Napier Advisors Llc
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Northern Trust Corp
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Haverford Trust Co
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Parkside Advisors LLC
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CX Institutional
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Catalytic Wealth RIA, LLC
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EAOR - iSHARES TRUST - iShares ESG Aware Growth Allocation ETF
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Brooklyn FI, LLC
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Associated Banc-corp
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Robertson Stephens Wealth Management, LLC
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Brewster Financial Planning LLC
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IAG Wealth Partners, LLC
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Sherman Asset Management, Inc.
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AE Wealth Management LLC
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Bogart Wealth, LLC
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Shotwell Rutter Baer Inc
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Forefront Analytics, LLC
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Aaron Wealth Advisors LLC
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Facet Wealth, Inc.
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CWC Advisors, LLC.
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Rialto Wealth Management, LLC
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NWF Advisory Services Inc.
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Betterment LLC
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Koesten, Hirschmann & Crabtree, INC.
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One Capital Management, LLC
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O'Brien Wealth Partners LLC
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Asset Dedication, LLC
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GWM Advisors LLC
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Values Added Financial LLC
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Wealthspire Advisors, LLC
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Napatree Capital Llc
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Natixis Advisors, L.p.
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Wescott Financial Advisory Group, LLC
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Pittenger & Anderson Inc
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AlTi Global, Inc.
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JSF Financial, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Frisch Financial Group, Inc.
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Ascent Capital Management, LLC
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Rossby Financial, LCC
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Strategic Wealth Partners, Ltd.
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Citizens Financial Group Inc/ri
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Connecticut Wealth Management, LLC
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UMA Financial Services, Inc.
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AlphaCore Capital LLC
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North Star Investment Management Corp.
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Wetherby Asset Management Inc
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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Harbor Investment Advisory, Llc
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Rice Partnership, LLC
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Key FInancial Inc
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Pnc Financial Services Group, Inc.
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Whittier Trust Co Of Nevada Inc
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Pecaut & Co.
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Chicago Partners Investment Group LLC
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Blair William & Co/il
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Kathleen S. Wright Associates Inc.
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O'shaughnessy Asset Management, Llc
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Motco
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Sachetta, LLC
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Archetype Wealth Partners
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Fmr Llc
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BRYN MAWR TRUST Co
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TD Waterhouse Canada Inc.
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Mission Creek Capital Partners, Inc.
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Integris Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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Glenmede Investment Management, LP
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Great Diamond Partners, LLC
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Centurion Wealth Management LLC
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Us Bancorp \de\
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United Capital Financial Advisers, Llc
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Coston, McIsaac & Partners
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Farther Finance Advisors, LLC
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Finley Financial, LLC
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Ai Financial Services Llc
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Shira Ridge Wealth Management
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Heritage Wealth Advisors
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Fiduciary Trust Co
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Farrell Financial LLC
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Avantax Advisory Services, Inc.
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Cfm Wealth Partners Llc
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One Wealth Advisors, LLC
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Horst & Graben Wealth Management LLC
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Golden State Wealth Management, LLC
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RTD Financial Advisors, Inc.
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Plancorp, LLC
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Brandywine Oak Private Wealth Llc
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LPL Financial LLC
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Crestwood Advisors Group LLC
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Pensionmark Financial Group, Llc
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Per Stirling Capital Management, LLC.
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Concurrent Investment Advisors, LLC
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Provenance Wealth Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Merit Financial Group, LLC
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Aptus Capital Advisors, LLC
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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Brio Consultants, LLC
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Blue Edge Capital, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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GPS Wealth Strategies Group, LLC
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CIBC Private Wealth Group, LLC
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Charter Oak Capital Management, LLC
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Dorsey & Whitney Trust CO LLC
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Wealth Advisory Team LLC
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Harbour Investments, Inc.
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Acropolis Investment Management, LLC
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Silver Oak Wealth Advisors Services, Llc
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Valeo Financial Advisors, LLC
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Johnson Financial Group, LLC
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Federation des caisses Desjardins du Quebec
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Wiley Bros.-aintree Capital, Llc
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Thrivent Financial For Lutherans
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Brookstone Capital Management
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Westend Capital Management LLC
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XY Planning Network, Inc.
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Modern Wealth Management, LLC
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EAOA - iSHARES TRUST - iShares ESG Aware Aggressive Allocation ETF
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Peak Financial Management, Inc.
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Long Run Wealth Advisors, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Mirae Asset Global Investments Co., Ltd.
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Truefg, Llc
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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Parallel Advisors, LLC
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Jordan Park Group LLC
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Financial Insights, Inc.
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Sage Financial Group Inc
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Addison Advisors LLC
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Center for Financial Planning, Inc.
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BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
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Putnam Fl Investment Management Co
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Milestone Investment Advisors LLC
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Bank Of America Corp /de/
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One Wealth Capital Management, Llc
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Pine Haven Investment Counsel, Inc
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First Foundation Advisors
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Transce3nd, LLC
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Mercer Global Advisors Inc /adv
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Ipsen Advisor Group LLC
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Glenmede Trust Co Na
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Centerpoint Advisors, LLC
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Tiaa Trust, National Association
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Diversify Advisory Services, LLC
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LexAurum Advisors, LLC
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Pacific Center for Financial Services
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Coldstream Capital Management Inc
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SRS Capital Advisors, Inc.
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Brown Brothers Harriman & Co
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Choate Investment Advisors
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VERITY Wealth Advisors
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Compass Investment Advisers LLC
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Sincerus Advisory, LLC
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Evolution Advisers, Inc.
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Sterling Investment Advisors Llc /adv
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OLIO Financial Planning
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
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Fund Evaluation Group, LLC
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Tme Financial, Inc.
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Kingswood Wealth Advisors, Llc
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McKinley Carter Wealth Services, Inc.
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Libra Wealth Llc
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Bigelow Investment Advisors, LLC
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HF Advisory Group, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional
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4Thought Financial Group Inc.
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Hill Island Financial Llc
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EverSource Wealth Advisors, LLC
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Cary Street Partners Financial Llc
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National Bank Of Canada /fi/
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SBI Securities Co., Ltd.
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Courier Capital Llc
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First Hawaiian Bank
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rebel Financial LLC
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Huntington National Bank
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Hilltop Wealth Advisors, Llc
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Bragg Financial Advisors, Inc
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Deutsche Bank Ag\
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Financial Engines Advisors L.L.C.
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Level Financial Advisors, Inc.
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Winthrop Capital Management, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Midwest Trust Co
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Alliancebernstein L.p.
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Private Wealth Management Group, LLC
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Signature Estate & Investment Advisors Llc
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Concord Wealth Partners
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Austin Private Wealth, LLC
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Vicus Capital
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DDFG, Inc
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Pioneer Wealth Management Group
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Congress Wealth Management LLC / DE /
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BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
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Snowden Capital Advisors LLC
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M&t Bank Corp
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Aprio Wealth Management, LLC
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Quent Capital, LLC
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Wade Financial Advisory, Inc
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Valmark Advisers, Inc.
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Beacon Capital Management, LLC
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Grand Wealth Management, Llc
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Baird Financial Group, Inc.
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WealthTrak Capital Management LLC
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Cornerstone Planning Group LLC
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Warren Street Wealth Advisors, LLC
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Assetmark, Inc
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Hanson & Doremus Investment Management
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Flagship Harbor Advisors, Llc
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Mount Yale Investment Advisors, LLC
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American National Bank
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IMPACTfolio, LLC
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Sequoia Financial Advisors, LLC
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Matrix Asset Advisors Inc/ny
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CENTRAL TRUST Co
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Allworth Financial LP
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Verus Wealth Management, Llc
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Nautilus Advisors LLC
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ABLE Financial Group, LLC
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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Brighton Jones Llc
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Vanguard Group Inc
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Nbc Securities, Inc.
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HB Wealth Management, LLC
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Spire Wealth Management
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Baker Tilly Financial, Llc
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Rockefeller Capital Management L.P.
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Verus Capital Partners, Llc
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First Trust Advisors Lp
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Windsor Capital Management, LLC
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Buckingham Strategic Partners
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Trust Co Of Vermont
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Baker Avenue Asset Management, LP
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Diversified Trust Co
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Investor's Fiduciary Advisor Network, LLC
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Jones Financial Companies Lllp
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GeoWealth Management, LLC
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CoreCap Advisors, LLC
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Litman Gregory Asset Management LLC
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Massachusetts Financial Services Co /ma/
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Halbert Hargrove Global Advisors, Llc
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Montis Financial, LLC
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Birchbrook, Inc.
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Elios Financial Group Inc.
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Cambridge Investment Research Advisors, Inc.
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PFG Investments, LLC
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Acadian Asset Management Llc
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Stanich Group LLC
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Cerity Partners LLC
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SOUTH STATE Corp
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LFA - Lugano Financial Advisors SA
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Symmetry Partners, LLC
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Wealthcare Advisory Partners LLC
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North Ridge Wealth Advisors, Inc.
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Archer Investment Corp
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Ameriflex Group, Inc.
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Welch & Forbes Llc
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Bank of New York Mellon Corp
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eCIO, Inc.
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Harbor Asset Planning, Inc.
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Carr Financial Group Corp
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Cary Street Partner Investment Advisory Llc
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First Horizon Advisors, Inc.
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Fort Vancouver Investment Management, LLC
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Garrett Investment Advisors LLC
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Sagespring Wealth Partners, Llc
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Hm Payson & Co
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Bank Of Montreal /can/
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Williams & Novak, LLC
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Mogy Joel R Investment Counsel Inc
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Foster Group, Inc.
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Abacus Planning Group, Inc.
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Keel Point, LLC
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Dynamic Advisor Solutions LLC
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Morton Brown Family Wealth, LLC
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Bell Bank
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Sax Wealth Advisors, Llc
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Comerica Bank
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Ryan Investment Management, Inc.
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WPG Advisers, LLC
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United Asset Strategies, Inc.
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Horizons Wealth Management
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Umpqua Bank
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Fulcrum Capital LLC
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Apollon Wealth Management, LLC
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Savant Capital, LLC
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Neuberger Berman Group LLC
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Continuum Advisory, LLC
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Founders Capital Management
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Ameraudi Asset Management, Inc.
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Diversified Enterprises, LLC
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Rsm Us Wealth Management Llc
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We Are One Seven, LLC
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Avantax Planning Partners, Inc.
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Twin City Private Wealth, Llc
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Twin Peaks Wealth Advisors, LLC
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Phillips Financial Management, Llc
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Wrapmanager Inc
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NorthRock Partners, LLC
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Morgan Stanley
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Leverty Financial Group, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
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Villere St Denis J & Co Llc
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High Falls Advisors, Inc
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Kingsview Wealth Management, LLC
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GenTrust, LLC
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Decker Retirement Planning Inc.
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Franklin Resources Inc
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Bellwether Advisors, LLC
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Tudor Investment Corp Et Al
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Revolve Wealth Partners, LLC
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Cranbrook Wealth Management, LLC
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Fingerlakes Wealth Management, Inc.
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Steward Partners Investment Advisory, Llc
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Stifel Financial Corp
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True Link Financial Advisors, LLC
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Beacon Pointe Advisors, LLC
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First Financial Bank - Trust Division
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EAOK - iSHARES TRUST - iShares ESG Aware Conservative Allocation ETF
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Impact Investors, Inc
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LongView Asset Management LLC
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Harbor Group, Inc.
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Garde Capital, Inc.
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Stewardship Advisors, LLC
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
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Armbruster Capital Management, Inc.
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Mission Wealth Management, Lp
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Providence Capital Advisors, LLC
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Creative Capital Management Investments LLC
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Atomi Financial Group, Inc.
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Acorns Advisers, LLC
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Kimelman & Baird, LLC
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Community Bank, N.A.
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Ellevest, Inc.
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Balanced Rock Investment Advisor
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Equita Financial Network, Inc.
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Redwood Park Advisors LLC
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Cwm, Llc
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Western Wealth Management, LLC
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Coastline Trust Co
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PDS Planning, Inc
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Affinity Capital Advisors, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional
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Crewe Advisors LLC
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Princeton Global Asset Management LLC
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Empower Advisory Group, LLC
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Vision Capital Management, Inc.
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Ameritas Investment Partners, Inc.
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Angeles Wealth Management, Llc
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Stephens Consulting, LLC
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EAOM - iSHARES TRUST - iShares ESG Aware Moderate Allocation ETF
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Integrated Investment Consultants, LLC
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Marcum Wealth, LLC
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EP Wealth Advisors, Inc.
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Eastern Bank
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SNS Financial Group, LLC
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Regatta Capital Group, Llc
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Tortoise Investment Management, LLC
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Atlantic Union Bankshares Corp
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Wbh Advisory Inc
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Bailard, Inc.
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Clarius Group, LLC
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Petros Family Wealth, LLC
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Gould Capital, LLC
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Private Capital Management Llc
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Johnson Financial Group, Inc.
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BigSur Wealth Management LLC
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Copia Wealth Management
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Centennial Bank/AR/
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TriaGen Wealth Management LLC
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Hartland & Co., LLC
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Penobscot Wealth Management
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Wingate Wealth Advisors, Inc.
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Prudential Financial Inc
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Round Rock Advisors, LLC
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HighTower Advisors, LLC
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Laurel Wealth Planning LLC
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Sensible Financial Planning & Management, LLC.
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Planning Alternatives Ltd /adv
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Focus Financial Network, Inc.
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Callan Family Office, LLC
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Shepherd Financial Partners LLC
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Hurley Capital, LLC
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Sandy Spring Bank
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Envestnet Asset Management Inc
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Jane Street Group, Llc
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Advisory Alpha, LLC
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Plante Moran Financial Advisors, LLC
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Advisory Services Network, LLC
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Walkner Condon Financial Advisors LLC
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Pure Financial Advisors, Inc.
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Mill Creek Capital Advisors, LLC
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Wealth Alliance
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CIBC Asset Management Inc
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Portland Global Advisors LLC
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Rede Wealth, LLC
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Front Row Advisors LLC
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PrairieView Partners, LLC
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Lowe Wealth Advisors, LLC
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SkyView Investment Advisors, LLC
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Covestor Ltd
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Argent Trust Co
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Brinker Capital Investments, LLC
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Summit Wealth Group, LLC
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Capital Analysts, Inc.
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Russell Investments Group, Ltd.
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Fifth Third Bancorp
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Beacon Financial Planning, Inc
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Onyx Bridge Wealth Group LLC
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Kelman-Lazarov, Inc.
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Capital Advantage, Inc.
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Montecito Bank & Trust
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Falcon Wealth Planning
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EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF
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Marshall & Sterling Wealth Advisors Inc.
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Financial Advisors, LLC
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Kestra Advisory Services, LLC
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JNBA Financial Advisors
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Parkside Financial Bank & Trust
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Perennial Investment Advisors, LLC
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Larson Financial Group LLC
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Spinnaker Trust
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Moller Financial Services
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Investors Research Corp
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Gen-Wealth Partners Inc
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Sofos Investments, Inc.
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SOA Wealth Advisors, LLC.
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Northwestern Mutual Wealth Management Co
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D.a. Davidson & Co.
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Sage Advisory Services, Ltd.Co.
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Umb Bank N A/mo
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Financial Network Wealth Management LLC
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IFP Advisors, Inc
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Perigon Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Ameritas Advisory Services, LLC
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RHS Financial, LLC
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Ballentine Partners, LLC
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Modera Wealth Management, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
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JMG Financial Group, Ltd.
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Kovitz Investment Group Partners, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A
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Simmons Bank
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Sharper & Granite LLC
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Chesley Taft & Associates LLC
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Mariner, LLC
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Bangor Savings Bank
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RVW Wealth, LLC
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ERn Financial, LLC
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Clarity Asset Management, Inc.
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D. Scott Neal, Inc.
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Park Avenue Securities Llc
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Warren Averett Asset Management, LLC
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Valley National Advisers Inc
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Cetera Investment Advisers
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Scarborough Advisors, LLC
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Arq Wealth Advisors, Llc
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|
Private Trust Co Na
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Werba Rubin Papier Wealth Management
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Bell Investment Advisors, Inc
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Quantinno Capital Management LP
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Keystone Global Partners, LLC
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Tarbox Family Office, Inc.
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Schneider Downs Wealth Management Advisors, LP
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Baron Financial Group, LLC
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Atticus Wealth Management, Llc
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RFG Advisory, LLC
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Orgel Wealth Management, LLC
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WealthCollab, LLC
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Roof Eidam & Maycock/adv
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Opulen Financial Group LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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McAdam, LLC
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Commonwealth Equity Services, Llc
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Quadrant Capital Group Llc
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Janney Montgomery Scott LLC
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Evermay Wealth Management Llc
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Silver Oak Advisory Group, Inc.
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Apella Capital, LLC
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Presilium Private Wealth, Llc
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Stratos Wealth Partners, LTD.
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Sound Income Strategies, LLC
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Atlas Capital Advisors Llc
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Foster Dykema Cabot & Partners, Llc
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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Orin Green Financial, LLC
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Canandaigua National Bank & Trust Co
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Kilter Group LLC
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Sigma Investment Counselors Inc
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SageView Advisory Group, LLC
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CVA Family Office, LLC
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Citigroup Inc
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Weil Company, Inc.
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Moneta Group Investment Advisors Llc
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Wealth Enhancement Advisory Services, Llc
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Ally Invest Advisors Inc.
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Brown Advisory Inc
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Pitcairn Co
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NewEdge Wealth, LLC
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Morris Financial Concepts, Inc.
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APCM Wealth Management for Individuals
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Jfs Wealth Advisors, Llc
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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Aufman Associates Inc
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Bokf, Na
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Hughes Financial Services, LLC
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Lake Street Financial Llc
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Bond & Devick Financial Network, Inc.
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Captrust Financial Advisors
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Royal Bank Of Canada
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Appleton Partners Inc/ma
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MAI Capital Management
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Smartleaf Asset Management LLC
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Warner Financial, Inc
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Geneos Wealth Management Inc.
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Bessemer Group Inc
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Wealth Dimensions Group, Ltd.
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Guardian Wealth Advisors, Llc / Nc
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White Lighthouse Investment Management Inc.
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Miracle Mile Advisors, LLC
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AllSquare Wealth Management LLC
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Accredited Investors Inc.
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Bartlett & Co. Wealth Management Llc
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Auxano Advisors, LLC
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Keybank National Association/oh
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Darden Wealth Group Inc
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Cape Investment Advisory, Inc.
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Sentinel Trust Co Lba
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Richard P Slaughter Associates Inc
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Cherry Tree Wealth Management, LLC
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Advisor Group Holdings, Inc.
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Etesian Wealth Advisors, Inc.
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Veracity Capital LLC
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Fairway Financial, LLC
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