|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Spectrum Investment Advisors, Inc.
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Renaissancere Holdings Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Heritage Oak Wealth Advisors Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Money Design Co.,Ltd.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
FOPC - Advisors' Inner Circle Fund II - Frontier Asset Opportunistic Credit ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
BNDC - FlexShares Trust - FlexShares Core Select Bond Fund
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Johns Hopkins University
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Meteora Capital, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
|
|
|
|
|
|
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
Sage Advisory Services, Ltd.Co.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Municipal Employees' Retirement System of Michigan
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
LCR - Managed Portfolio Series - Leuthold Core ETF
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
ARGI Investment Services, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Beaumont Capital Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Ohio National Investments, Inc.
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
WTBN - WisdomTree Trust - WisdomTree Bianco Total Return Fund
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Endurance Services Ltd
|
|
|
|
|
|
BBALX - Northern Funds - Northern Global Tactical Asset Allocation Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
First Citizens Asset Management, Inc.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Buttonwood Financial Group, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Florin Court Capital LLP
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
BYLD - iSHARES TRUST - iShares Yield Optimized Bond ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares
|
|
|
|
|
|
FLP Wealth Management, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park Diversified Income ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
