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National Mutual Insurance Federation of Agricultural Cooperatives
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Westbourne Investment Advisors, Inc.
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Redmont Wealth Advisors Llc
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Bingham Private Wealth, Llc
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Heck Capital Advisors, LLC
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First National Bank & Trust Co Of Newtown
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Chicago Wealth Management, Inc.
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LifeGoal Wealth Advisors
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Shilanski & Associates, Inc.
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Union Square Park Capital Management, LLC
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Principal Financial Group Inc
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Copia Wealth Management
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Kelly Financial Group Llc
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Prelude Capital Management, Llc
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Acorn Financial Advisory Services Inc /adv
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Jackson, Grant Investment Advisers, Inc.
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Ibex Wealth Advisors
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Financial Management Network Inc
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Contravisory Investment Management, Inc.
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VestGen Advisors, LLC
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Spectrum Wealth Counsel, LLC
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Legacy Advisors, LLC
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Mayport, Llc
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McCarthy Grittinger Financial Group, LLC
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Compass Wealth Management LLC
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Farallon Capital Management Llc
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Am Investment Strategies Llc
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Semmax Financial Advisors Inc.
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Jacobson & Schmitt Advisors, Llc
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Old Mission Capital Llc
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Verum Partners LLC
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Fortress Wealth Management, Inc.
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Baxter Bros Inc
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Interval Partners, LP
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Sound View Wealth Advisors Group, LLC
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Heritage Wealth Management, Inc. /CA/
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J2 Capital Management Inc
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Alliance Wealth Advisors, LLC /UT
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Sterling Investment Counsel, LLC
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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Raleigh Capital Management Inc.
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Edge Wealth Management LLC
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IMG Wealth Management, Inc.
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Mv Capital Management, Inc.
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Harvest Investment Services, LLC
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Madrona Financial Services, LLC
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Asio Capital, LLC
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Investmark Advisory Group LLC
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5T Wealth, LLC
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Blue Barn Wealth, LLC
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KilterHowling LLC
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Clear Creek Financial Management, LLC
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Meyer Handelman Co
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Avalon Trust Co
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Sprinkle Financial Consultants LLC
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Capital Investment Counsel, LLC
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Talisman Wealth Advisors LLC
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Princeton Global Asset Management LLC
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Vision Financial Markets Llc
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Monument Group Wealth Advisors, LLC
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Potentia Wealth
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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ELCO Management Co., LLC
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M. Kulyk & Associates, LLC
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Kessler Investment Group, LLC
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Spectrum Planning & Advisory Services Inc.
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Alliance Wealth Management Group
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Pine Harbor Wealth Management, LLC
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Verdence Capital Advisors LLC
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Westbourne Investments, Inc.
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Iowa State Bank
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NorthRock Partners, LLC
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Cruiser Capital Advisors, Llc
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Parkshore Wealth Management, Inc.
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MPS Loria Financial Planners, LLC
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Aspiriant, Llc
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Acorn Wealth Advisors, LLC
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Durante & Waters, Llc
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Latko Wealth Management, Ltd.
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Ausdal Financial Partners, Inc.
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Strategic Investment Advisors / MI
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Mariner, LLC
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Detalus Advisors, LLC
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Schechter Investment Advisors, LLC
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Elios Financial Group Inc.
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Melfa Wealth Management, Llc
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Boston Common Asset Management, LLC
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AYAL Capital Advisors Ltd
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
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First National Bank of Mount Dora, Trust Investment Services
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Zullo Investment Group, Inc.
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Nbt Bank N A /ny
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Level Wealth Management LLC
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Readystate Asset Management Lp
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Pcg Asset Management, Llc
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Kensington Investment Counsel, LLC
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CWS Financial Advisors, LLC
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Money Concepts Capital Corp
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Community Financial Services Group, LLC
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IFG Advisors, LLC
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Astoria Portfolio Advisors LLC.
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Roffman Miller Associates Inc /pa/
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Wealthcare Advisory Partners LLC
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Great Lakes Retirement, Inc.
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Old Second National Bank Of Aurora
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Ironwood Wealth Management, LLC.
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Hemington Wealth Management
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
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Argent Advisors, Inc.
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Leeward Financial Partners, LLC
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Warberg Asset Management LLC
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Centric Wealth Management
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Geneos Wealth Management Inc.
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Bonfire Financial
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Edenbrook Capital, LLC
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Lionsbridge Wealth Management LLC
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SC&H Financial Advisors, Inc.
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Gleason Group, Inc.
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HighMark Wealth Management LLC
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WorthPointe, LLC
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Evernest Financial Advisors, LLC
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GenWealth Group, Inc.
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CTC Alternative Strategies, Ltd.
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Park Capital Management, LLC / WI
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Y.D. More Investments Ltd
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Financial Life Planners
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Norris Perne & French Llp/mi
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Slagle Financial, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Ascent Wealth Partners, LLC
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Global Retirement Partners, LLC
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Capital Wealth Management, Llc
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Rosenblum Silverman Sutton S F Inc /ca
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Clay Northam Wealth Management, LLC
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Fiduciary Financial Group, Llc
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Signature Securities Group Corporation
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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Waterway Wealth Management, LLC
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Mount Yale Investment Advisors, LLC
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Keystone Wealth Services, LLC
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General Partner, Inc.
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Ninepoint Partners LP
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Easterly Investment Partners Llc
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Bienville Capital Management, LLC
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Isthmus Partners, Llc
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Activest Wealth Management
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Caas Capital Management Lp
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Roundview Capital LLC
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Legacy Financial Strategies, LLC
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Arvest Investments, Inc.
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Todd Asset Management Llc
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Financial Security Advisor, Inc.
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Gerber, Llc
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Elliott Investment Management L.P.
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Manchester Capital Management LLC
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Wolff Wiese Magana Llc
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Aft, Forsyth & Sober, LLC
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Concord Asset Management, LLC/VA
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Mizuho Bank, Ltd.
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Financial Advisory Service, Inc.
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Destination Wealth Management
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Signature Wealth Management Group
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Long Road Investment Counsel, LLC
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True Vision MN LLC
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Diversify Wealth Management, Llc
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Euclidean Capital LLC
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Montag A & Associates Inc
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First Financial Bank - Trust Division
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Florida Financial Advisors, Llc
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Jackson Wealth Management, LLC
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Financial Engines Advisors L.L.C.
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Hirtle Callaghan & Co LLC
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Verger Capital Management LLC
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Resurgent Financial Advisors LLC
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Drucker Wealth 3.0, LLC
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Coastwise Capital Group, LLC
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Audent Global Asset Management, LLC
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Santori & Peters, Inc.
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Lowe Brockenbrough & Co Inc
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Whitcomb & Hess, Inc.
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Relyea Zuckerberg Hanson LLC
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Retirement Income Solutions, Inc
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Financial Advisory Corp /ut/ /adv
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Meeder Advisory Services, Inc.
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Northern Trust Corp
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SMI Advisory Services, LLC
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X-Square Capital, LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Zions Bancorporation, National Association /ut/
|
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Spectrum Strategic Capital Management, LLC
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Spears Abacus Advisors LLC
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Nestegg Advisors, Inc.
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Clarkston Capital Partners, LLC
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Sumitomo Mitsui Financial Group, Inc.
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NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
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Cetera Trust Company, N.A
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Whalerock Point Partners, Llc
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Eqis Capital Management, Inc.
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WMG Financial Advisors, LLC
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Sugar Maple Asset Management, LLC
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Icon Wealth Advisors, LLC
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|
Cherrydale Wealth Management, Llc
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Fairvoy Private Wealth, LLC
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Waddell & Associates, Llc
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Access Financial Services, Inc.
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|
ROSS\JOHNSON & Associates LLC
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Triumph Capital Management
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|
Global Wealth Strategies & Associates
|
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|
Inspire Advisors, LLC
|
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|
Wallace Hart LLC
|
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|
Magnolia Capital Advisors Llc
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|
Orrstown Financial Services Inc
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|
First United Bank Trust/
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|
JP Wealth Management, Inc.
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|
Breakwater Investment Management
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|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Brooklyn FI, LLC
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|
|
|
|
W Advisors, Llc
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|
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|
ClearAlpha Technologies LP
|
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|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
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|
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|
Wimmer Associates 1, Llc
|
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|
Wealthcare Capital Management Llc
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Lebenthal Global Advisors, LLC
|
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|
Baron Financial Group, LLC
|
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|
Parkside Financial Bank & Trust
|
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|
Financial Enhancement Group LLC
|
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|
Tsai Capital Corp
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|
RiverGlades Family Offices LLC
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|
Howard Financial Services, Ltd.
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|
Academy Capital Management Inc/tx
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
IRONX - Investment Managers Series Trust - Ironclad Managed Risk Fund
|
|
|
|
|
|
Drum Hill Capital, LLC
|
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|
Susquehanna Advisors Group, Inc.
|
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|
|
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|
Regimen Wealth, Llc
|
|
|
|
|
|
DWUS - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM US Core ETF
|
|
|
|
|
|
October Effect Ltd
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|
|
|
|
Cypress Financial Planning Llc
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|
Wealthstream Advisors, Inc.
|
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|
Avantax Advisory Services, Inc.
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|
Arcataur Capital Management LLC
|
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|
Thoroughbred Financial Services, Llc
|
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|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Finley Financial, LLC
|
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|
|
|
|
Ulland Investment Advisors, LLC
|
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|
MidAtlantic Capital Management, Inc.
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|
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|
Ntv Asset Management Llc
|
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|
|
|
|
Hara Capital LLC
|
|
|
|
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|
Bnp Paribas
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|
Orleans Capital Management Corp/la
|
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|
Corundum Group, Inc.
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|
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|
Hutchinson Capital Management/ca
|
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|
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|
Marvin & Palmer Associates Inc
|
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|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Family Office Research LLC
|
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|
|
|
|
Snowden Capital Advisors LLC
|
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|
|
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|
Mma Asset Management Llc
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|
5th Street Advisors, LLC
|
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|
Gradient Investments LLC
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|
Bank Of America Corp /de/
|
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|
Guidance Capital, Inc
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|
Allred Capital Management, LLC
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|
Wiley Bros.-aintree Capital, Llc
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|
McIlrath & Eck, LLC
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|
Patriot Financial Group Insurance Agency, LLC
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Headland Capital, LLC
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|
Clarity Asset Management, Inc.
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Ramsey Quantitative Systems
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UMA Financial Services, Inc.
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GFG Capital, LLC
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Shaker Financial Services, LLC
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|
Financial Strategies Group, Inc.
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|
Balentine LLC
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|
Barton Investment Management
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|
Litman Gregory Asset Management LLC
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|
Insigneo Advisory Services, Llc
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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|
|
|
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|
Hudson Valley Investment Advisors Inc /adv
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|
Foresight Capital Management Advisors, Inc.
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|
WealthTrak Capital Management LLC
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|
Novus Advisors, Llc
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|
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|
Archetype Wealth Partners
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|
|
|
|
|
25 Llc
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
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Wolverine Asset Management Llc
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Ark & Tlk Investments, Llc
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Gimbal Financial
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Advent Capital Management /de/
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Fulcrum Equity Management
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Willow Creek Wealth Management Inc.
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Pinnacle Holdings, LLC
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Able Wealth Management LLC
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Oppenheimer & Co Inc
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M Holdings Securities, Inc.
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Dean, Jacobson Financial Services, LLC
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Performa Ltd (US), LLC
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DAVENPORT & Co LLC
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Consilium Wealth Advisory, LLC
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JDM Financial Group LLC
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Summit Trail Advisors, Llc
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Prudential Plc
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Richard W. Paul & Associates, LLC
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CloudAlpha Capital Management Limited/Hong Kong
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Brickley Wealth Management
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
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Atticus Wealth Management, Llc
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Osborne Partners Capital Management, Llc
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Spinnaker Trust
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Centerpoint Advisors, LLC
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Genoa Capital Gestora de Recursos Ltda.
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Vista Investment Partners Ii, Llc
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Connors Investor Services Inc
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Integrated Advisors Network LLC
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Quarry Hill Advisors, Llc
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Principia Wealth Advisory, LLC
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Grant/GrossMendelsohn, LLC
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Bank OZK
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InTrack Investment Management Inc
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Wisconsin Wealth Advisors, LLC
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Tlwm
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Woodline Partners LP
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Alexander Randolph Advisory Inc
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Tandem Investment Partners LLC
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Cary Street Partners Financial Llc
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Tiemann Investment Advisors, Llc
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Folger Nolan Fleming Douglas Capital Management, Inc
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Agf Management Ltd
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Abner Herrman & Brock Llc
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Rosenberg Matthew Hamilton
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Beutel, Goodman & Co Ltd.
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First American Bank
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Team Hewins, LLC
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Roof Eidam & Maycock/adv
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Polymer Capital Management (HK) LTD
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O'Dell Group, LLC
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Kondo Wealth Advisors, Inc.
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Navigation Wealth Management, Inc.
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City National Bank Of Florida /msd
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Safeguard Financial, LLC
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Alaska Permanent Capital Management
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Hummer Financial Advisory Services Inc
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Bank Hapoalim Bm
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ZEGA Investments, LLC
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Texas Capital Bancshares Inc/tx
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Ramsay, Stattman, Vela & Price, Inc.
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Belpointe Asset Management LLC
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Twelve Points Wealth Management LLC
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Essex LLC
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Oakmont Corp
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Sanders Capital, LLC
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Park National Corp /oh/
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Opus Capital Group, LLC
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Mystic Asset Management, Inc.
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Baldwin Investment Management, LLC
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Oversea-Chinese Banking CORP Ltd
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Aire Advisors, Llc
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Quest Investment Management Llc
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Cambridge Financial Group, Inc.
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PFG Advisors
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Yakira Capital Management, Inc.
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Courage Capital Management Llc
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Carnegie Capital Asset Management, LLC
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Cutler Investment Counsel Llc
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Kennedy Investment Group
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Compass Planning Associates Inc
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Limestone Investment Advisors LP
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Sabby Management, Llc
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Chapman Financial Group, Llc
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Cvfg Llc
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Cheviot Value Management, LLC
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Rf&l Wealth Management, Llc
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Doheny Asset Management /ca
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TD Capital Management LLC
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HB Wealth Management, LLC
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CMT Capital Markets Trading GmbH
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KPP Advisory Services LLC
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Stenger Family Office, LLC
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Nova R Wealth, Inc.
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Pine Ridge Advisers LLC
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Michels Family Financial, LLC
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Bluesphere Advisors, LLC
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Requisite Capital Management, LLC
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Harmony Asset Management Llc
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Versant Capital Management, Inc
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Coldstream Capital Management Inc
|
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Signaturefd, Llc
|
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Allstate Corp
|
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|
Providence First Trust Co
|
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|
|
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|
Buckingham Strategic Partners
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
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EagleClaw Capital Managment, LLC
|
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|
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|
Ackerman Asset Management, LLC
|
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|
Leigh Baldwin & Co., Llc
|
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Optivise Advisory Services LLC
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
IMS Capital Management
|
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|
Aqr Capital Management Llc
|
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First County Bank /CT/
|
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Fiduciary Wealth Partners, LLC
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Sl Advisors, Llc
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Koa Wealth Management, LLC
|
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|
|
Balyasny Asset Management Llc
|
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|
|
|
Stark Wealth Management LLC
|
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|
|
|
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Piscataqua Savings Bank
|
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Main Street Group, LTD
|
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Horan Capital Advisors, LLC.
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Boston Standard Wealth Management, LLC
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Bearing Point Capital, Llc
|
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|
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|
Sentinel Pension Advisors Inc
|
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|
|
|
Solidarilty Wealth, LLC
|
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|
|
|
Strategic Investment Solutions, Inc. /IL
|
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|
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|
Full Sail Capital, LLC
|
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Bosman Wealth Management, LLC
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Camden National Bank
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Wbi Investments, Inc.
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Allegheny Financial Group LTD
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Abbot Financial Management, Inc.
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Exchange Bank
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SS&H Financial Advisors, Inc.
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Everstar Asset Management, LLC
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Skyline Advisors, Inc.
|
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Troluce Capital Advisors LLC
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Gallagher Capital Advisors, LLC
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Kovack Advisors, Inc.
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SOA Wealth Advisors, LLC.
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Ballast, Inc.
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Citizens Business Bank
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Widmann Financial Services, Inc.
|
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|
DB Fitzpatrick & Co, Inc
|
|
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|
Oak Wealth Advisors LLC
|
|
|
|
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|
Bremer Bank National Association
|
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Miramar Capital, LLC
|
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Capital Analysts, Inc.
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Smith, Moore & Co.
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Redhawk Wealth Advisors, Inc.
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Cresta Advisors, Ltd.
|
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Archford Capital Strategies, LLC
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Nisa Investment Advisors, Llc
|
|
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|
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|
Avid Wealth Partners LLC
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|
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|
Affinity Capital Advisors, LLC
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|
TradeWell Securities, LLC.
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Menora Mivtachim Holdings Ltd.
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First Business Financial Services, Inc.
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Blair William & Co/il
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Delta Financial Group, Inc.
|
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|
|
|
Armistice Capital, Llc
|
|
|
|
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|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Marathon Asset Management Lp
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
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|
Chemung Canal Trust Co
|
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|
Trust Co Of Oklahoma
|
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|
Daiwa Securities Group Inc.
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|
Howard Capital Management Group, LLC
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Boothe Investment Group, Inc.
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Diversified Portfolios, Inc.
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Capital Counsel Llc/ny
|
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Lgl Partners, Llc
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Allspring Global Investments Holdings, LLC
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Curat Global, LLC
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|
Everhart Financial Group, Inc.
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|
Parthenon Llc
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|
RW Investment Management LLC
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|
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|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
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|
Citizens & Northern Corp
|
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|
|
|
|
Creative Planning
|
|
|
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Bay Rivers Group
|
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|
|
|
|
M Wealth Management, LLC
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|
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|
Koss-Olinger Consulting, LLC
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Root Financial Partners, LLC
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Systematic Alpha Investments, LLC
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|
Prism Advisors, Inc.
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|
Palumbo Wealth Management LLC
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Private Wealth Asset Management, LLC
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Jupiter Wealth Management LLC
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|
Crew Capital Management, Ltd.
|
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|
Spectrum Financial Alliance Ltd LLC
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Narus Financial Partners, LLC
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|
Redmond Asset Management, LLC
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|
Mezzasalma Advisors, LLC
|
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|
Beach Investment Counsel Inc/pa
|
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|
|
|
Tsfg, Llc
|
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|
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|
Barr E S & Co
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
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|
Orcam Financial Group
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|
Visualize Group LP
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|
Lockerman Financial Group, Inc.
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|
Orin Green Financial, LLC
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|
Clarus Group, Inc.
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|
Beaird Harris Wealth Management, LLC
|
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|
Moore Capital Management, Lp
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Custos Family Office, LLC
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|
Collective Family Office Llc
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|
BG Investment Services, Inc.
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|
FSA Wealth Management LLC
|
|
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|
Waterfront Wealth Inc.
|
|
|
|
|
|
Key FInancial Inc
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|
|
|
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|
Axa S.a.
|
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|
|
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|
Westhampton Capital, LLC
|
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|
Murchinson Ltd.
|
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|
Legacy Bridge, LLC
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VisionPoint Advisory Group, LLC
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|
Riggs Asset Managment Co. Inc.
|
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|
Atlas Legacy Advisors, LLC
|
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|
Alberta Investment Management Corp
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|
Olympus Wealth Management, Llc
|
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|
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|
Noked Israel Ltd
|
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|
Skylands Capital, LLC
|
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|
|
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|
TruNorth Capital Management, LLC
|
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|
|
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|
Shepherd Financial Partners LLC
|
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|
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|
Blackston Financial Advisory Group, LLC
|
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|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
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|
|
|
|
Western Wealth Management, LLC
|
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|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
WJ Wealth Management, LLC
|
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|
|
|
|
Dow Chemical Co /de/
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Alpha DNA Investment Management LLC
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|
Capital Advisors Inc/ok
|
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|
Transamerica Financial Advisors, Inc.
|
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|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
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|
|
|
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|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
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|
Mirabella Financial Services Llp
|
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|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Summit Investment Advisory Services, LLC
|
|
|
|
|
|
Camber Capital Management LP
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
Register Financial Advisors LLC
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|
Covington Investment Advisors Inc.
|
|
|
|
|
|
BigSur Wealth Management LLC
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|
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|
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|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Fifth Third Bancorp
|
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|
|
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|
State Of Wisconsin Investment Board
|
|
|
|
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|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Broyhill Asset Management
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|
|
|
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|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
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|
Rhumbline Advisers
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
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|
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|
Westfuller Advisors, LLC
|
|
|
|
|
|
Ironclad Investments LLC
|
|
|
|
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|
SeaBridge Investment Advisors LLC
|
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|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
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|
Advantage Trust Co
|
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|
|
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|
Horizon Financial Services, Llc
|
|
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|
Lmcg Investments, Llc
|
|
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|
Renaissance Technologies Llc
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|
Affinity Wealth Management Llc
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|
Susquehanna International Group, Llp
|
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|
Rakuten Securities, Inc.
|
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|
Cookson Peirce & Co Inc
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Simplex Trading, Llc
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|
Bleakley Financial Group, LLC
|
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|
WealthPLAN Partners, LLC
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|
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|
Hudson Portfolio Management LLC
|
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|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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Pertento Partners LLP
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Strategic Financial Partners, Ltd.
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J.w. Cole Advisors, Inc.
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O'shaughnessy Asset Management, Llc
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CIBC Private Wealth Group, LLC
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First International Bank of Israel Ltd.
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True Link Financial Advisors, LLC
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Sprott Inc.
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Stonehearth Capital Management, LLC
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Phoenix Holdings Ltd.
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Trustmark National Bank Trust Department
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Alta Capital Management Llc/
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Atlantic Family Wealth, Llc
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Proffitt & Goodson Inc
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Chancellor Financial Group WB LP
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White Pine Capital Llc
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Patton Albertson Miller Group, Llc
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Peoples Bank/KS
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Pettinga Financial Advisors, LLC
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Rs Crum Inc.
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Archer Investment Corp
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Naviter Wealth, LLC
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Atom Investors LP
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Schnieders Capital Management Llc
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Level Four Advisory Services, Llc
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Postrock Partners Llc
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Inscription Capital, LLC
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1 North Wealth Services Llc
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Harbor Advisory Corp /ma/
|
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|
|
Stonebridge Capital Advisors LLC
|
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|
|
Gibbs Wealth Management
|
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|
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|
|
State Of Michigan Retirement System
|
|
|
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|
|
Legacy Financial Group LLC
|
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|
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|
First Interstate Bank
|
|
|
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|
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We Are One Seven, LLC
|
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|
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Mowery & Schoenfeld Wealth Management, LLC
|
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|
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Atlantic Trust, LLC
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Roxbury Financial LLC
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Tanglewood Wealth Management, Inc.
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Weitzel Financial Services, Inc.
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Successful Portfolios LLC
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Bright Futures Wealth Management, LLC.
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Integrity Alliance, Llc.
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Central Bank & Trust Co
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Sightline Wealth Advisors, LLC
|
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|
White Knight Strategic Wealth Advisors, LLC
|
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|
Oberweis Asset Management Inc/
|
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|
Clearline Capital LP
|
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Rothschild Investment Llc
|
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|
Keel Point, LLC
|
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|
|
Sei Investments Co
|
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|
|
Ategra Capital Management, LLC
|
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|
|
Laurel Wealth Advisors LLC
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Westchester Capital Management, LLC
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Clarity Capital Partners LLC
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Ping Capital Management, Inc.
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Amundi
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Griffith & Werner, Inc.
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IFG Advisory, LLC
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Banque Transatlantique SA
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Green Square Capital Advisors Llc
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LJI Wealth Management, LLC
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|
|
ABLE Financial Group, LLC
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Merkkuri Wealth Advisors LLC
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|
DiMeo Schneider & Associates, L.L.C.
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|
Power Wealth Management Llc
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Rockbridge Investment Management, LCC
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Rossmore Private Capital
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WestEnd Advisors, LLC
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Garde Capital, Inc.
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Claudia M.p. Batlle, Crp (r) Llc
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Saxony Capital Management, LLC
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First Community Trust Na
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|
MEMBERS Trust Co
|
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|
|
Capasso Planning Partners LLC
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|
Ledyard National Bank
|
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|
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|
|
Comprehensive Financial Planning, Inc./PA
|
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|
|
|
|
SFE Investment Counsel
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|
SevenBridge Financial Group, LLC
|
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|
Palisade Capital Management Llc/nj
|
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Sharkey, Howes & Javer
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Greykasell Wealth Strategies, Inc.
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|
Goelzer Investment Management, Inc.
|
|
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St Germain D J Co Inc
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MYIFX - MONETTA TRUST - Monetta Core Growth Fund
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Ryan Investment Management, Inc.
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|
Gold Investment Management Ltd.
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Ulysses Management LLC
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Wealthstar Advisors, Llc
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SPC Financial, Inc.
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Disciplined Equity Management, Inc.
|
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Platform Technology Partners
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Independence Bank of Kentucky
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First Horizon Advisors, Inc.
|
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Legacy Financial Advisors, Inc.
|
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BSW Wealth Partners
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Tiaa Trust, National Association
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Riposte Capital Llc
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Ci Investments Inc.
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Peak Financial Management, Inc.
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Cornerstone Capital, Inc.
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Gryphon Financial Partners LLC
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Upper Left Wealth Management, LLC
|
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|
|
United Advisor Group, LLC
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Paragon Associates & Paragon Associates Ii Joint Venture
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
|
|
|
|
|
|
Castleview Partners, Llc
|
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|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Modus Advisors, LLC
|
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|
|
|
Atlanta Consulting Group Advisors, LLC
|
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|
|
|
|
Acute Investment Advisory, Llc
|
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|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
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|
Pring Turner Capital Group Inc
|
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|
TD Waterhouse Canada Inc.
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|
Kovitz Investment Group Partners, LLC
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|
Beech Hill Advisors, Inc.
|
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|
|
|
|
Fft Wealth Management Llc
|
|
|
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|
Partners Capital Investment Group, Llp
|
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|
|
Strategy Asset Managers Llc
|
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|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
|
|
|
Papp L Roy & Associates
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|
Tactive Advisors, LLC
|
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|
Opinicus Capital, Inc.
|
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|
|
Compagnie Lombard Odier SCmA
|
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|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
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|
Navalign, LLC
|
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|
Conrad Siegel Investment Advisors, Inc.
|
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|
|
|
Gunma Bank,Ltd.
|
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|
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|
Bramshill Investments, LLC
|
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|
|
|
Mandatum Life Insurance Co Ltd
|
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|
|
|
Palogic Value Management, L.P.
|
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|
|
|
|
American Asset Management Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
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|
|
|
Keystone Global Partners, LLC
|
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|
WESCAP Management Group, Inc.
|
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|
|
|
|
Miller Financial Services LLC
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|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
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|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
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|
|
|
Parkworth Wealth Management, Inc.
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|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Qalhat Capital Ltd
|
|
|
|
|
|
Huntington National Bank
|
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|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
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|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Spectrum Investment Advisors, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
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|
|
Wealthedge Investment Advisors, Llc
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
|
|
|
Berkshire Money Management, Inc.
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|
Alexis Investment Partners, LLC
|
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|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
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|
Allegiance Financial Group Advisory Services LLC
|
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|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Greenvale Capital LLP
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
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|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
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|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
BUYW - Northern Lights Fund Trust IV - Main BuyWrite ETF
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
III Capital Management
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Shaolin Capital Management LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Soma Equity Partners Lp
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Daido Life Insurance Co
|
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|
|
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|
Elequin Capital Lp
|
|
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|
|
Novak & Powell Financial Services, Inc.
|
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|
|
|
|
Lsp Investment Advisors, Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
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|
Carret Asset Management, Llc
|
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|
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|
Foster Group, Inc.
|
|
|
|
|
|
Ayalon Holdings Ltd.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
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WPWealth LLP
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True Wealth Design, LLC
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Childress Capital Advisors, Llc
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Christopher J. Hasenberg, Inc
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Choice Wealth Advisors, LLC
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Q3 Asset Management
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HTG Investment Advisors, Inc.
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Wealthfront Advisers Llc
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Littlejohn Financial Services, Inc.
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Shoker Investment Counsel, Inc.
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3Chopt Investment Partners, LLC
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Dakota Wealth Management
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Aries Wealth Management
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Intergy Private Wealth, LLC
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Ewa, Llc
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HTUS - Capitol Series Trust - Hull Tactical US ETF
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Koesten, Hirschmann & Crabtree, INC.
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Boxwood Ventures, Inc.
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Colony Group, LLC
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Edmond De Rothschild Holding S.a.
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Hoxton Planning & Management, LLC
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Huntleigh Advisors, Inc.
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Equitable Holdings, Inc.
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Moulton Wealth Management, Inc
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Selective Wealth Management, Inc.
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Gerber Kawasaki Wealth & Investment Management
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CVS HEALTH Corp
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First Bancorp, Inc /ME/
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Sherman Asset Management, Inc.
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Raab & Moskowitz Asset Management LLC
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Total Clarity Wealth Management, Inc.
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Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
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Kohmann Bosshard Financial Services, LLC
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Cannon Financial Strategists, Inc.
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Opal Wealth Advisors, LLC
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Doliver Advisors, Lp
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Centurion Wealth Management LLC
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BlackDiamond Wealth Management Inc.
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Capital Planning Advisors, LLC
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Soltis Investment Advisors LLC
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Washburn Capital Management, Inc.
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Advocacy Wealth Management Services, LLC
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LMR Partners LLP
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
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Ssa Swiss Advisors Ag
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Parkside Advisors LLC
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Frazier Financial Advisors, LLC
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Mendota Financial Group, LLC
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Fidelis Capital Partners, LLC
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BFI Infinity Ltd.
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Russell Investments Group, Ltd.
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Principal Street Partners, LLC
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Montz Harcus Wealth Management LLC
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Bath Savings Trust Co
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McNaughton Wealth Management, LLC
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Hardy Reed LLC
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AE Wealth Management LLC
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First National Bank Of Omaha
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Fourth Dimension Wealth, LLC
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Zhang Financial LLC
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Granite Harbor Advisors, Inc.
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BetterWealth, LLC
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Associated Banc-corp
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Clear Point Advisors Inc.
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Fundamentun, Llc
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Karpus Management, Inc.
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Greenup Street Wealth Management Llc
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PineBridge Investments, L.P.
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Private Wealth Group, LLC
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Vivaldi Capital Management, LLC
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Credential Qtrade Securities Inc.
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Alamar Capital Management, LLC
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Horizon Bancorp Inc /in/
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EMC Capital Management
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Kraft, Davis & Associates, LLC
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Roanoke Asset Management Corp/ Ny
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Banque de Luxembourg S.A.
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Bleichroeder LP
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Boundary Creek Advisors LP
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Sunburst Financial Group, LLC
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Sound Stewardship, LLC
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Retireful, LLC
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1248 Management, LLC
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Viewpoint Capital Management LLC
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Perennial Advisors, LLC
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Legacy Wealth Managment, LLC/ID
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Chesapeake Wealth Management
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Sage Financial Group Inc
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Arq Wealth Advisors, Llc
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JFG Wealth Management, LLC
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Madden Advisory Services, Inc.
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Thomas J. Herzfeld Advisors, Inc.
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HighTower Advisors, LLC
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Stratos Wealth Partners, LTD.
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Leslie Global Wealth, LLC
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BostonPremier Wealth LLC
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Capital Advisors Wealth Management, LLC
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Joule Financial, LLC
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IAG Wealth Partners, LLC
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Ade, Llc
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VanWeelden Wealth Management, LLC
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Stonebrook Private Inc.
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Cornell Pochily Investment Advisors, Inc.
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Journey Strategic Wealth Llc
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Radnor Capital Management, LLC
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Tompkins Financial Corp
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Global Strategic Investment Solutions, LLC
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Tudor Investment Corp Et Al
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City Center Advisors, LLC
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Amara Financial, Llc.
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New Republic Capital, LLC
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TFR Capital, LLC.
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Pilgrim Partners Asia Pte Ltd
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Glenorchy Capital Ltd
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Pathway Financial Advisers, LLC
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Benson Investment Management Company, Inc.
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Trinity Legacy Partners, LLC
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Centricity Wealth Management, LLC
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Ahl Investment Management, Inc.
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Selway Asset Management
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WealthTrust Axiom LLC
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Parr Mcknight Wealth Management Group, Llc
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Kcm Investment Advisors Llc
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ARS Investment Partners, LLC
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Leverty Financial Group, LLC
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Bridgewealth Advisory Group, LLC
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Juniper Hill Capital Management, LP
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CacheTech Inc.
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Dopkins Wealth Management, Llc
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Mach-1 Financial Group, Inc.
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Burke & Herbert Bank & Trust Co
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Sowell Financial Services LLC
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Wealth Preservation Advisors, LLC
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Balance Wealth, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Moment Partners, LLC
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Capital City Trust Co/fl
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Chesley Taft & Associates LLC
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MSA Advisors, LLC
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Quest 10 Wealth Builders, Inc.
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Outlook Wealth Advisors, LLC
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Chevy Chase Trust Holdings, Inc.
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Afg Fiduciary Services Limited Partnership
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Bolthouse Investments, LLC
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Smith Thornton Advisors LLC
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Mengis Capital Management, Inc.
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Mason Investment Advisory Services, Inc.
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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Moneywise, Inc.
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Foundation Wealth Management, LLC\PA
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North Star Investment Management Corp.
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Cobblestone Capital Advisors Llc /ny/
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Darden Wealth Group Inc
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Catalyst Private Wealth, Llc
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Mustico Financial Group, Inc.
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Norden Group Llc
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Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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Solitude Financial Services
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Mercer Global Advisors Inc /adv
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Allianz Asset Management GmbH
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Hilltop Holdings Inc.
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Disciplined Investors, L.L.C.
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Gordian Advisors LLC
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Fayez Sarofim & Co
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Paragon Capital Management Ltd
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Game Creek Capital, LP
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Regent Peak Wealth Advisors LLC
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Cetera Investment Advisers
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Aft, Forsyth & Company, Inc.
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Bowman & Co S.C.
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Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
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RK Capital Management, LLC/FL
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Berkshire Bank
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South Plains Financial, Inc.
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Secure Asset Management, LLC
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Curran Financial Partners, LLC
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West Wealth Group, LLC
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Marcum Wealth, LLC
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Summit Financial, LLC
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Addison Capital Co
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Bull Oak Capital, LLC
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Levin Capital Strategies, L.p.
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Community Bank, N.A.
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Catalina Capital Group, LLC
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Bridgewater Associates, LP
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VeraBank, N.A.
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Millstone Evans Group, LLC
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Williams Jones Wealth Management, LLC.
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Northwest Bancshares, Inc.
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Kearns & Associates LLC
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Townsend Asset Management Corp /nc/ /adv
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Resources Investment Advisors, LLC.
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Waterford Advisors, LLC
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PPSC Investment Service Corp
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NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares
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Objective Capital Management, LLC
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Field & Main Bank
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Menlo Advisors Llc
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Keudell/Morrison Wealth Management
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CFO4Life Group, LLC
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Jain Global LLC
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Synovus Financial Corp
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
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YHB Investment Advisors, Inc.
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Coordinated Financial Services, Inc.
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LaFleur & Godfrey LLC
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Summit Wealth Group Llc / Co
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Magnus Financial Group LLC
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Duquesne Family Office LLC
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Martel Wealth Advisors Inc
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First Command Advisory Services, Inc.
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Ridgewood Investments LLC
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Woodstock Corp
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Armis Advisers, LLC
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Consultiva Wealth Management, Corp.
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JSF Financial, LLC
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Jfs Wealth Advisors, Llc
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Chicago Capital, LLC
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DKM Wealth Management, Inc.
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Lighthouse Financial LLC
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Allium Financial Advisors, Llc
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Howard Wealth Management, Llc
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Genesis Wealth Advisors, LLC
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XY Planning Network, Inc.
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Adell Harriman & Carpenter Inc
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Drive Wealth Management, Llc
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Aspect Partners, LLC
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Auour Investments LLC
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Bright Financial Advisors, Inc.
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Rather & Kittrell, Inc.
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Tanager Wealth Management LLP
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Regatta Capital Group, Llc
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Tilia Fiduciary Partners, Inc.
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Coastline Trust Co
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Loudon Investment Management, LLC
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RMR Capital Management, LLC
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PMG Wealth Management, Inc.
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Hurlow Wealth Management Group, Inc.
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Sterling Group Wealth Management, LLC
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Mycio Wealth Partners, Llc
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Stone Point Wealth LLC
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LOM Asset Management Ltd
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National Wealth Management Group, LLC
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Bennett Selby Investments Lp
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Bear Mountain Capital, Inc.
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iA Global Asset Management Inc.
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Shaker Investments Llc/oh
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Worth Financial Advisory Group, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Uhlmann Price Securities, Llc
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Dimension Capital Management Llc
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Truvestments Capital Llc
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Charter Oak Advisors LP
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Worth Asset Management, LLC
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Mariner Investment Group Llc
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Wetzel Investment Advisors, Inc.
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James Hambro & Partners
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Mather Group, Llc.
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Meadow Creek Wealth Advisors Llc
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Camelot Technology Advisors, Inc.
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First National Advisers, LLC
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Bailard, Inc.
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Howard Hughes Medical Institute
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Traynor Capital Management, Inc.
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Central Asset Investments & Management Holdings (HK) Ltd
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Prescott Group Capital Management, L.l.c.
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Ashton Thomas Securities, Llc
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Motco
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Mitchell Mcleod Pugh & Williams Inc
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Legacy Capital Group California, Inc.
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Oakworth Capital, Inc.
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Private Trust Co Na
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Advisory Alpha, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Nicolet Bankshares Inc
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AF Advisors, Inc.
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BIP Alliance, LLC
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Midland Wealth Advisors Llc
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Personal Cfo Solutions, Llc
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Long Run Wealth Advisors, LLC
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Cypress Capital Management LLC (WY)
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Clearwater Capital Advisors, LLC
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Titleist Asset Management, Llc
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McAdam, LLC
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Stage Harbor Financial, Llc
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Little House Capital Llc
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Patriot Investment Management Inc.
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Innovative Wealth Building LLC
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Planned Solutions, Inc.
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Trustees of Columbia University in the City of New York
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Strategies Wealth Advisors, LLC
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Texas Permanent School Fund
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Strategic Financial Services, Inc,
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Astra Wealth Partners LLC
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Nbw Capital Llc
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Sunpointe, LLC
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Thrive Capital Management, LLC
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Ruedi Wealth Management, Inc.
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Mackenzie Financial Corp
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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Prosperity Consulting Group, LLC
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GW&K Investment Management, LLC
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AlphaQ Advisors LLC
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ARS Wealth Advisors Group, LLC
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Weiss Asset Management LP
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Trail Ridge Investment Advisors, LLC
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Sun Life Financial Inc
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Glass Jacobson Investment Advisors llc
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Eagle Strategies LLC
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Woodard & Co Asset Management Group Inc /adv
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Glenview Trust Co
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Western Pacific Wealth Management, LP
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Daymark Wealth Partners, Llc
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Elite Life Management LLC
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Optas, LLC
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Sharp Financial Services, LLC
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MontVue Capital Management, Inc.
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DDD Partners, LLC
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Marietta Investment Partners Llc
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Keeley-Teton Advisors, LLC
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Spectrum Asset Management, Inc. (NB/CA)
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Mirador Capital Partners LP
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Garden State Investment Advisory Services LLC
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First Trust Advisors Lp
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Resources Management Corp /ct/ /adv
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Front Row Advisors LLC
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Scientech Research LLC
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Riversedge Advisors, Llc
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Investment Partners Asset Management, Inc.
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Galvin, Gaustad & Stein, LLC
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Towercrest Capital Management
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Gradient Capital Advisors, LLC
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Plancorp, LLC
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Fox Hill Wealth Management
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Cypress Capital, LLC
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Grey Fox Wealth Advisors, LLC
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Legacy Advisory Services, LLC
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Barings Llc
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Diversified Investment Strategies, LLC
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Osprey Private Wealth LLC
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Alley Investment Management Company, LLC
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SNS Financial Group, LLC
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Benchmark Financial Wealth Advisors, LLC
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Jackson Thornton Asset Management, Llc
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Northstar Asset Management Inc
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Parker Investment Management, LLC
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4wealth Advisors, Inc.
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Phillips Financial Management, Llc
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J. L. Bainbridge & Co., Inc.
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Leonard Rickey Investment Advisors P.L.L.C.
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Financial Services Advisory Inc
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Spence Asset Management
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Private Capital Advisors, Inc.
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Sequent Planning LLC
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Centennial Bank/AR/
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Rivernorth Opportunities Fund, Inc.
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CHURCHILL MANAGEMENT Corp
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Cambria Investment Management, L.P.
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Tempus Wealth Planning, LLC
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Oppenheimer Asset Management Inc.
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Ridgecrest Wealth Partners, Llc
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Burns Matteson Capital Management, LLC
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Nadler Financial Group, Inc.
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Saxon Interests, Inc.
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Sawyer & Company, Inc
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Resolute Wealth Strategies, LLC
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Omnia Family Wealth, LLC
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Luken Investment Analytics, LLC
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Suncoast Equity Management
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DHK Financial Advisors, Inc.
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Chokshi & Queen Wealth Advisors, Inc
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Atlas Brown,Inc.
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RIA Advisory Group LLC
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Significant Wealth Partners LLC
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Epacria Capital Partners, Llc
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Riverstone Advisors, LLC
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Diversify Advisory Services, LLC
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Wellington Capital Management, Inc.
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Victrix Investment Advisors
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Heritage Wealth Advisors
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Kathmere Capital Management, LLC
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Rinkey Investments
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Schrum Private Wealth Management LLC
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Sebold Capital Management, Inc.
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Mutual Advisors, LLC
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Ellsworth Advisors, LLC
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Candlestick Capital Management LP
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Agate Pass Investment Management, LLC
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Jmac Enterprises Llc
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Meritage Group LP
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Holocene Advisors, LP
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Clarus Wealth Advisors
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Wells Financial Advisors INC
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Wrenne Financial Planning LLC
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OneAscent Financial Services LLC
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Mechanics Bank Trust Department
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Securian Funds Trust - SFT Dynamic Managed Volatility Fund
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Dauntless Investment Group, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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JMG Financial Group, Ltd.
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Birchcreek Wealth Management, LLC
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TCG Advisory Services, LLC
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Single Point Partners, LLC
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Chemistry Wealth Management LLC
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Bank of Jackson Hole Trust
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Greenhouse Wealth Management, LLC
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Alesco Advisors Llc
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Redwood Park Advisors LLC
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Midwest Trust Co
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High Probability Advisors, LLC
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Bank of Marin
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Raymond James Financial Inc
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Farmers & Merchants Trust Co of Long Beach
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Sound Financial Strategies Group, LLC
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Sage Capital Advisors,llc
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Beckerman Institutional, LLC
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Seven Post Investment Office LP
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Maven Securities LTD
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Cornerstone Wealth Management, LLC
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Fiduciary Family Office, Llc
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Astoria Strategic Wealth, Inc.
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Sierra Summit Advisors Llc
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Landmark Wealth Management, Inc.
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Intellus Advisors LLC
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Financial Sense Advisors, Inc.
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Monarch Capital Management Inc/
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Cypress Capital Advisors, LLC
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Yardley Wealth Management LLC
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Evanson Asset Management, LLC
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Kanawha Capital Management Llc
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Harbor Group, Inc.
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Warburton Capital Management, LLC
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Kaleidoscope Capital Lp
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Old Port Advisors
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
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Healthcare Of Ontario Pension Plan Trust Fund
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Johnson Bixby & Associates, LLC
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Investidor Profissional Gestao de Recursos Ltda.
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Mechanics Financial Corp
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Fishman Jay A Ltd/mi
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Vawter Financial, Ltd.
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Topel & Distasi Wealth Management, LLC
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TT Capital Management LLC
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Northstar Asset Management Llc
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Seek First Inc.
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TBH Global Asset Management, LLC
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Valley National Advisers Inc
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Advisory Resource Group
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AIMZ Investment Advisors, LLC
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Louisbourg Investments Inc.
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Indiana Trust & Investment Management CO
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Mosaic Family Wealth Partners, Llc
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Reuter James Wealth Management, Llc
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Heartwood Wealth Advisors LLC
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Conquis Financial Llc
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VELA Investment Management, LLC
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Timonier Family Office, LTD.
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Hanover Advisors Inc
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Miramar Fiduciary Corp
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Nilsine Partners, LLC
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Gts Securities Llc
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Notis-McConarty Edward
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Senator Investment Group LP
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ShoreHaven Wealth Partners, LLC
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Harbor Investment Advisory, Llc
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Noesis Capital Mangement Corp
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Blue Zone Wealth Advisors, LLC
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Symmetry Partners, LLC
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Humankind Investments LLC
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CPR Investments Inc.
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Charter Research & Investment Group, Inc.
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Merit Financial Group, LLC
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Clear Street Llc
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DeepCurrents Investment Group LLC
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
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Gwn Securities Inc.
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Foundations Investment Advisors, LLC
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CFS Investment Advisory Services, LLC
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Gateway Wealth Partners, LLC
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Passive Capital Management, LLC.
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Canandaigua National Bank & Trust Co
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Clarity Capital Advisors, LLC
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MidWestOne Financial Group, Inc.
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Landmark Investment Partners, L.p.
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Trust Point Inc.
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MTM Investment Management, LLC
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Scissortail Wealth Management, LLC
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Palouse Capital Management, Inc.
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Virginia Wealth Management Group, Inc.
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Gw Henssler & Associates Ltd
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J.P. Marvel Investment Advisors, LLC
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Silvercrest Asset Management Group Llc
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Hbk Investments L P
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Bristlecone Advisors, LLC
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Beach Point Capital Management LP
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Creative Capital Management Investments LLC
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Fmr Llc
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Fiduciary Alliance LLC
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Woodmont Investment Counsel Llc
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Fingerlakes Wealth Management, Inc.
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Daner Wealth Management, LLC
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Manning & Napier Advisors Llc
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Capital A Wealth Management, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Geneva Partners, LLC
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Sterneck Capital Management, LLC
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Three Bridge Wealth Advisors, LLC
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Moller Financial Services
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Advisors Management Group Inc /adv
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Prospect Financial Services LLC
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Crown Wealth Group, LLC
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MBA Advisors LLC
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Buska Wealth Management, LLC
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Circle Wealth Management, LLC
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Yousif Capital Management, Llc
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Interchange Capital Partners, LLC
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Godsey & Gibb Associates
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Caerus Investment Advisors, LLC
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Jacksonville Wealth Management, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares
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Trust Co Of Vermont
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Brasada Capital Management, Lp
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Epiq Partners, Llc
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New York Life Insurance Co
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Commonwealth Retirement Investments LLC
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Fortem Financial Group, Llc
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First Foundation Advisors
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North Dallas Bank & Trust Co
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Frank, Rimerman Advisors LLC
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Sovran Advisors, LLC
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Great Valley Advisor Group, Inc.
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Strong Tower Advisory Services
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American Capital Advisory, LLC
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Hamilton Capital Partners, Llc
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Elwood & Goetz Wealth Advisory Group, LLC
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Creative Financial Designs Inc /adv
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Kapstone Financial Advisors LLC
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BlueSky Wealth Advisors, LLC
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Financial Advocates Investment Management
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AlTi Global, Inc.
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Sterling Financial Group, Inc.
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Home Federal Bank Of Tennessee
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First Financial Corp /in/
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Savant Capital, LLC
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Atwater Malick LLC
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Vicus Capital
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Patrick M Sweeney & Associates, Inc
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Francis Financial, Inc.
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Harel Insurance Investments & Financial Services Ltd.
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Fort Washington Investment Advisors Inc /oh/
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CGC Financial Services, LLC
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Capital Investment Counsel, Inc
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Wealthquest Corp
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Hoffman, Alan N Investment Management
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Millennium Management Llc
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Scholtz & Company, Llc
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Lifelong Wealth Advisors, Inc.
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Acropolis Investment Management, LLC
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American Money Management, LLC
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Biondo Investment Advisors, LLC
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O'ROURKE & COMPANY, Inc
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4Thought Financial Group Inc.
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Atlas Private Wealth Advisors
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Fortis Group Advisors, LLC
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Brown Brothers Harriman & Co
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Varma Mutual Pension Insurance Co
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Aragon Global Management, LP
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Cornerstone Select Advisors, LLC
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Venturi Wealth Management, LLC
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Corre Partners Management, LLC
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ENGAX - World Funds Trust - CBOE Vest S&P 500 Enhanced Growth Strategy Fund Class A Shares
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Exencial Wealth Advisors, Llc
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
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Fort Point Capital Partners LLC
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Fca Corp /tx
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Sittner & Nelson, Llc
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Mpwm Advisory Solutions, Llc
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Strategic Wealth Designers
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Mogy Joel R Investment Counsel Inc
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Trust Co Of Virginia /va
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Garnet Equity Capital Holdings, Inc.
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Smith Chas P & Associates Pa Cpas
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Silverlake Wealth Management Llc
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Focus Financial Network, Inc.
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Curbstone Financial Management Corp
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Qrg Capital Management, Inc.
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Sunbeam Capital Management, LLC
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Aaron Wealth Advisors LLC
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SkyOak Wealth, LLC
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MN Wealth Advisors, LLC
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Dymon Asia Capital (singapore) Pte. Ltd.
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Aspen Grove Capital, LLC
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Rollins Financial Advisors, LLC
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Forza Wealth Management, LLC
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Barlow Wealth Partners, Inc.
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Ironsides Asset Advisors, LLC
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Paul R. Ried Financial Group, LLC
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State of Wyoming
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Darrow Company, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Skye Global Management LP
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Alamea Verwaltungs GmbH
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Guggenheim Strategic Opportunities Fund
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Global Endowment Management, LP
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Herold Advisors, Inc.
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NWF Advisory Services Inc.
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Cottage Street Advisors LLC
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Capital World Investors
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Pointe Capital Management LLC
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Keyes, Stange & Wooten Wealth Management, LLC
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Financial Advisory Corp
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Wealth Effects Llc
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Kintayl Capital LP
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Chickasaw Capital Management Llc
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Commonwealth Equity Services, Llc
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Turtle Creek Wealth Advisors, LLC
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Park Square Financial Group, LLC
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Wilkins Miller Wealth Management, LLC
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Plante Moran Financial Advisors, LLC
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Viawealth, Llc
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Somerset Group LLC
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Peterson Wealth Management
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Charter Oak Capital Management, LLC
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Red Lighthouse Investment Management, Llc
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SilverOak Wealth Management LLC
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Paloma Partners Management Co
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Brown Wealth Management, Llc
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Garrison Point Advisors, Llc
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Advisory Services Network, LLC
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Calamos Advisors LLC
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Trinity Financial Advisors LLC
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Dominguez Wealth Management Solutions, Inc.
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Tcw Group Inc
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Ameritas Investment Partners, Inc.
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FreeGulliver LLC
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ORBA Wealth Advisors, L.L.C.
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Keystone Financial Services, LLC
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Lowery Thomas, Llc
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Family Legacy Financial Solutions, LLC
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Northwest Quadrant Wealth Management, LLC
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MetLife Investment Management, LLC
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Tradewinds, LLC.
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Godshalk Welsh Capital Management, Inc.
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Elevatus Welath Management
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Capital Asset Advisory Services LLC
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Sanders Morris Harris Llc
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Stephenson & Company, Inc.
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United Bank
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Well Done, LLC
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Houlihan Financial Resource Group, Ltd.
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Maplelane Capital, Llc
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WFA Asset Management Corp
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
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Quantum Financial Planning Services, Inc.
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Symmetry Investments LP
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First National Bank Sioux Falls
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Scarborough Advisors, LLC
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Seneca Financial Advisors LLC
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Birinyi Associates Inc
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Kerntke Otto McGlone Wealth Management Group
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Armor Investment Advisors, LLC
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Correct Capital Wealth Management
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LRI Investments, LLC
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Goldstream Capital Management Ltd
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Gamco Investors, Inc. Et Al
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Fsb Premier Wealth Management, Inc.
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Warren Averett Asset Management, LLC
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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Parallel Advisors, LLC
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Quantinno Capital Management LP
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Quantum Private Wealth, LLC
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Redwood Investment Management, Llc
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Dividend Asset Capital, Llc
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Roger Wittlin Investment Advisory, LLC
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Villere St Denis J & Co Llc
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Indie Asset Partners, LLC
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Highview Capital Management LLC/DE/
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Capital CS Group, LLC
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Fermata Advisors, LLC
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First Heartland Consultants, Inc.
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Essex Financial Services, Inc.
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Diversified Trust Co
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Aristotle Capital Management, LLC
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Tme Financial, Inc.
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Carrera Capital Advisors
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Syntax Research, Inc.
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WNY Asset Management, LLC
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Eastern Bank
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Fire Capital Management LLC
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Barnes Pettey Financial Advisors, Llc
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FNY Investment Advisers, LLC
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Pitcairn Co
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Petra Financial Advisors Inc
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Morris Retirement Advisors, LLC
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Wind River Trust Co
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Sterling Investment Advisors, Ltd.
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Baldwin Brothers Inc/ma
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Rsm Us Wealth Management Llc
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Howard Capital Management Inc.
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Pathway Financial Advisors LLC
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Financial Council Asset Management Inc
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Fusion Capital, LLC
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Boyd Watterson Asset Management Llc/oh
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Fwl Investment Management, Llc
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Powers Advisory Group, LLC
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Cwm, Llc
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Mustard Seed Financial, LLC
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Insight Advisors, LLC/ PA
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Stanley-Laman Group, Ltd.
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One Charles Private Wealth Services, LLC
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New Age Alpha Advisors, LLC
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Jan/Jul Service Shares
|
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|
Brandywine Oak Private Wealth Llc
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Vermillion & White Wealth Management Group, LLC
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Investment Advisory Group, LLC
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Kings Path Partners LLC
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Cambridge Advisors Inc.
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Round Rock Advisors, LLC
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Ramiah Investment Group
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Americana Partners, LLC
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Cherry Tree Wealth Management, LLC
|
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Jefferies Financial Group Inc.
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Elm Partners Management LLC
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Freestone Capital Holdings, LLC
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Lanham O'Dell & Company, Inc.
|
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Monaco Asset Management SAM
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|
Hilltop National Bank
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|
Bayview Asset Management, Llc
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|
|
Maseco Llp
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Walled Lake Planning & Wealth Management, Llc
|
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|
|
Apexium Financial, Lp
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|
Wsfs Capital Management, Llc
|
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|
L & S Advisors Inc
|
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Beacon Financial Group
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Lifeworks Advisors, LLC
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Heritage Wealth Architects, Inc.
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Hudock, Inc.
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Fiduciary Trust Co
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Invst, LLC
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Morling Financial Advisors, LLC
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PFG Private Wealth Management, LLC
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Financial Counselors Inc
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Wealth Group Ltd
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Boulder Wealth Advisors, LLC
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|
Baron Silver Stevens Financial Advisors, Llc
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Strategic Blueprint, LLC
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Tradewinds Capital Management, LLC
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LVW Advisors, LLC
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Patton Fund Management, Inc.
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|
Friedenthal Financial
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Forbes J M & Co Llp
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|
Siligmueller & Norvid Wealth Advisors LLC
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|
Winthrop Advisory Group LLC
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|
Private Capital Management Llc
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|
Valeo Financial Advisors, LLC
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|
Presidio Capital Management, LLC
|
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|
Aristides Capital LLC
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|
Gladius Capital Management LP
|
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|
Harrell Investment Partners, Llc
|
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|
Fairman Group, LLC
|
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|
Cadinha & Co Llc
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Prossimo Advisors, LLC
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|
Capstone Financial Advisors, Inc.
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SimpliFi, Inc.
|
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NRI Wealth Management LC
|
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|
Greenfield Savings Bank
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|
SoftVest Advisors, LLC
|
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|
|
|
Paradigm Capital Management, LLC/NV
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|
Ctc Llc
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|
Ullmann Financial Group, Inc.
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|
Quad-Cities Investment Group, LLC
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|
Columbia Asset Management
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Schusterman Interests, LLC
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|
Whitener Capital Management, Inc.
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|
Keeler & Nadler Financial Planning & Wealth Management
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|
Avion Wealth
|
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|
Bbr Partners, Llc
|
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|
CoreCap Advisors, LLC
|
|
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|
Empyrean Capital Partners, LP
|
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|
Riverview Trust Co
|
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|
Murphy Pohlad Asset Management LLC
|
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|
Qvr Llc
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|
Invesco, Llc
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Stokes Family Office, LLC
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Resonant Capital Advisors, LLC
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|
Calton & Associates, Inc.
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|
EBI - RBB Fund Trust - Longview Advantage ETF
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|
Trust Co Of Toledo Na /oh/
|
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|
Northern Financial Advisors Inc
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|
FourWorld Capital Management LLC
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|
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|
|
HC Advisors, LLC
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|
|
Bulwark Capital Corp
|
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|
Macquarie Group Ltd
|
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|
WCG Wealth Advisors LLC
|
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|
Perennial Investment Advisors, LLC
|
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|
|
|
PAX Financial Group, LLC
|
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|
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|
Bulltick Wealth Management, LLC
|
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|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
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|
Taddei, Ludwig & Associates, Inc.
|
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|
|
|
Vaughan David Investments Inc/il
|
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|
Firestone Capital Management
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|
|
|
|
Ballew Advisors, Inc
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|
Three Seasons Wealth, LLC
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|
NWK Group, Inc.
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|
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|
Emory University
|
|
|
|
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|
Lee-Kelleher Wealth Management
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|
Rodgers & Associates, LTD
|
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|
Abacus Planning Group, Inc.
|
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|
Dale Q Rice Investment Management Ltd
|
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|
Harwood Advisory Group, LLC
|
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|
|
Johnson & White Wealth Management, LLC
|
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|
|
|
|
Equitec Proprietary Markets, Llc
|
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|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Concentrum Wealth Management
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|
Mjp Associates Inc /adv
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|
Blume Capital Management, Inc.
|
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|
|
|
Presilium Private Wealth, Llc
|
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|
|
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|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
PSI Advisors, LLC
|
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|
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|
Trust Investment Advisors
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|
Gilbert & Cook, Inc.
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|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
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|
Intelligent Financial Strategies
|
|
|
|
|
|
Wilmar Advisors LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
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|
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
Planning Center, Inc.
|
|
|
|
|
|
Chilton Investment Co Llc
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|
Total Investment Management Inc
|
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|
Bell Investment Advisors, Inc
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|
Mascagni Wealth Management, Inc.
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
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|
Breed's Hill Capital LLC
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|
|
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|
Man Group plc
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|
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|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
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|
Cove Private Wealth, LLC
|
|
|
|
|
|
Onefund, Llc
|
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|
|
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|
First American Trust, Fsb
|
|
|
|
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|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
|
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|
Brighton Jones Llc
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|
Delap Wealth Advisory, Llc
|
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|
Tobias Financial Advisors, Inc.
|
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|
|
|
|
Grove Bank & Trust
|
|
|
|
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|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Austin Asset Management Co Inc
|
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|
Investment Partners, Ltd.
|
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|
|
|
|
Old National Bancorp /in/
|
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|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
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|
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|
Itau Unibanco Holding S.A.
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|
|
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|
Cornerstone Enterprises, Llc
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Cedar Wealth Management, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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|
Fiera Capital Corp
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|
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|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
FTGOX - Ultimus Managers Trust - Westwood Broadmark Tactical Growth Fund C Class Shares
|
|
|
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Roble, Belko & Company, Inc
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Bordeaux Wealth Advisors LLC
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NewSquare Capital LLC
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Magnolia Capital Management Ltd
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Applied Capital LLC
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First Washington CORP
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RMG Wealth Management LLC
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Planning Alternatives Ltd /adv
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Coyle Financial Counsel LLC
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Baker Tilly Financial, Llc
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Kim, Llc
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Watershed Private Wealth Llc
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GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class
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Luts & Greenleigh Group, Inc
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ICONIQ Capital, LLC
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Pallas Capital Advisors LLC
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Cornerstone Advisory, LLC
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Family CFO Inc
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Truffle Hound Capital, LLC
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Hill Island Financial Llc
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Belmont Capital, LLC
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VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
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Cowa, Llc
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SYM FINANCIAL Corp
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Abound Wealth Management
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Iridian Asset Management Llc/ct
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JANA Partners Management, LP
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Private Advisory Group LLC
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Continuum Wealth Advisors, Llc
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Td Asset Management Inc
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Red Door Wealth Management, LLC
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Austin Wealth Management, LLC
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Schaper Benz & Wise Investment Counsel Inc/wi
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Victory Financial Group, Llc
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Avondale Wealth Management
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Permanens Capital L.P.
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SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
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Benin Management CORP
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Providence Capital Advisors, LLC
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Halter Ferguson Financial Inc.
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Stonegate Investment Group, LLC
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Marble Harbor Investment Counsel, LLC
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Steigerwald, Gordon & Koch Inc.
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Bill Few Associates, Inc.
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Patten Group, Inc.
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Cerro Pacific Wealth Advisors LLC
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Whalen Wealth Management Inc.
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Arcadia Wealth Management, LLC
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Seacrest Wealth Management, Llc
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Buck Wealth Strategies, LLC
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Waters Parkerson & Co., Llc
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Avantax Planning Partners, Inc.
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Cascade Investment Advisors, Inc.
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Youngs Advisory Group, Inc.
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Bangor Savings Bank
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Richmond Investment Services, LLC
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Evolution Advisers, Inc.
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Empire Financial Management Company, LLC
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Legacy Solutions, Llc
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Lantz Financial LLC
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Tilson Financial Group, Inc.
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Marks Group Wealth Management, Inc
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Probity Advisors, Inc.
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Marshall Financial Group LLC
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Taylor & Morgan Wealth Management, LLC
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Dixon Mitchell Investment Counsel Inc.
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Sharper & Granite LLC
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Fund 1 Investments, LLC
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WOAIX - NORTHERN LIGHTS FUND TRUST II - WOA All Asset I Class I
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Wealthspan Partners, Llc
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Blue Chip Partners, Inc.
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Portfolio Strategies, Inc.
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Wealth Alliance Advisory Group, LLC
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David R. Rahn & Associates Inc.
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Df Dent & Co Inc
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Braun Stacey Associates Inc
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Signature Wealth Management Partners, LLC
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Legal & General Group Plc
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Putney Financial Group LLC
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Turn8 Private Wealth Inc.
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Camelot Portfolios, LLC
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New Millennium Group LLC
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Persistent Asset Partners Ltd
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Vision Capital Management, Inc.
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Summit Asset Management, LLC
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Stelac Advisory Services LLC
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1607 Capital Partners, LLC
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Continental Advisors Llc
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Mission Wealth Management, Lp
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Vega Investment Solutions
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Scharf Investments, Llc
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ProVise Management Group, LLC
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Nvest Financial, LLC
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Kapitalo Investimentos Ltda
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Yeomans Consulting Group, Inc.
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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One Wealth Capital Management, Llc
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Capital Advisors, Ltd. LLC
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Moloney Securities Asset Management, LLC
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Consolidated Portfolio Review Corp
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HFG Wealth Management, LLC
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Corepath Wealth Partners Llc
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Coastal Investment Advisors, Inc.
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Narwhal Capital Management
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Financial Futures Ltd Liability Co.
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Cidel Asset Management Inc
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AlpenGlobal Capital LLC
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Decker Retirement Planning Inc.
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Annex Advisory Services, LLC
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Nichols & Pratt Advisers Llp /ma
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Keb Asset Management, Llc
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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SFG Wealth Management, LLC.
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Ritter Daniher Financial Advisory LLC / DE
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Pacific Sage Partners, LLC
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Meitav Dash Investments Ltd
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Armstrong Henry H Associates Inc
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Walleye Trading LLC
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CV Advisors LLC
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Lutz Financial Services LLC
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IMC-Chicago, LLC
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Keystone Financial Group
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Dover Advisors, Llc
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Rice Partnership, LLC
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BKM Wealth Management, LLC
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Altus Wealth Management, LLC
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Sunesis Advisors, LLC
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Allodium Investment Consultants, LLC
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CORDA Investment Management, LLC.
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Prudent Man Investment Management, Inc.
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SJS Investment Consulting Inc.
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Sequoia Financial Advisors, LLC
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Atalanta Sosnoff Capital, Llc
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Johnson Financial Group, LLC
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CNB Bank
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Strategic Planning Group, Llc
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Strategent Financial, LLC
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O'Brien Wealth Partners LLC
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Aufman Associates Inc
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CIBC World Markets Inc.
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Brevan Howard Capital Management LP
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Sterling Manor Financial, LLC
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|
Aberdeen Wealth Management LLC
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|
HEGD - Listed Funds Trust - Swan Hedged Equity US Large Cap ETF
|
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CI Private Wealth, LLC
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|
Highbridge Capital Management Llc
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Bull Street Advisors, LLC
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|
State of Alaska, Department of Revenue
|
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Kilter Group LLC
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Forum Private Client Group LLC
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Weinberger Asset Management, Inc
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CX Institutional
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D.a. Davidson & Co.
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Beacon Financial Advisory LLC
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Spider Management Company, LLC
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Bourgeon Capital Management Llc
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Ashford Capital Management Inc
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Generation Capital Management LLC
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Cardinal Point Capital Management, ULC
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Erste Asset Management GmbH
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Aua Capital Management, Llc
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Coston, McIsaac & Partners
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Country Club Bank /gfn
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PBMares Wealth Management LLC
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Westshore Wealth, LLC
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America First Investment Advisors, LLC
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Signature Estate & Investment Advisors Llc
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Copperwynd Financial, LLC
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Ariadne Wealth Management, LP
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Creekmur Asset Management LLC
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Sendero Wealth Management, LLC
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Satovsky Asset Management Llc
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King Luther Capital Management Corp
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Stoneridge Investment Partners Llc
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Chatham Capital Group, Inc.
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Asset Management Group, Inc.
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Calamos Long/Short Equity & Dynamic Income Trust
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Intellectus Partners, LLC
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B&D White Capital Company, LLC
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Spirepoint Private Client, Llc
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Mairs & Power Inc
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Colonial Trust Advisors
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Randolph Co Inc
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LVZ Advisors, Inc.
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Mark Sheptoff Financial Planning, Llc
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Wedbush Securities Inc
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Cornerstone Total Return Fund Inc
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Capital Group Private Client Services, Inc.
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Evergreen Advisors, LLC
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Valicenti Advisory Services Inc
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Petros Family Wealth, LLC
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RFG - Bristol Wealth Advisors, LLC
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Natural Investments, Llc
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NCM Capital Management, LLC
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Verition Fund Management LLC
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Quartz Partners, LLC
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Lionshead Wealth Management, LLC
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Lindbrook Capital, Llc
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Pacific Sun Financial Corp
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Retirement Planning Group, Llc / Ny
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MGB Wealth Management, LLC
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BCS Wealth Management
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American Capital Management Inc
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Inspire Trust Co, N.a.
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Naples Global Advisors, Llc
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World Equity Group, Inc.
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Cim, Llc
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WealthTrust Asset Management, LLC
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Smallwood Wealth Investment Management, LLC
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BWM Planning, LLC
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Tran Capital Management, L.p.
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AIA Group Ltd
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|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
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|
|
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|
Landing Point Financial Group, LLC
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ForthRight Wealth Management, LLC
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Advisors Capital Management, LLC
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Wealth Architects, LLC
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Blue Capital, Inc.
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Point72 Asset Management, L.P.
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First Citizens Financial Corp
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Carr Financial Group Corp
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Arkansas Financial Group, Inc.
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Logan Capital Management Inc
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Athena Investment Management
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Access Investment Management LLC
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|
Hollencrest Capital Management
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Laurel Wealth Planning LLC
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Welch & Forbes Llc
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Level Financial Advisors, Inc.
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Souders Financial Advisors
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TOWER TRUST & INVESTMENT Co
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|
Sensible Money, LLC
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RB Capital Management, LLC
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Sassicaia Capital Advisers Llc
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West Chester Capital Advisors, Inc
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Sawgrass Asset Management Llc
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Chilton Capital Management Llc
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Madison Park Capital Advisors, LLC
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EFG Asset Management (Americas) Corp.
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Citizens National Bank Trust Department
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Simon Quick Advisors, Llc
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|
Clifford Group, LLC
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Premier Path Wealth Partners, LLC
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Regions Financial Corp
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Kestra Investment Management, LLC
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Valued Wealth Advisors LLC
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Clune & Associates, Ltd.
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Panoramic Investment Advisors, Llc
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TruWealth Advisors, LLC
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Goldstein Advisors, LLC
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OmniStar Financial Group, Inc.
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|
Wedmont Private Capital
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Bokf, Na
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|
Catalyst Capital Advisors LLC
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Captrust Financial Advisors
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|
Prospect Financial Group LLC
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|
Rappaport Reiches Capital Management, LLC
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Select Asset Management & Trust
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Strategic Wealth Partners, Ltd.
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SummitTX Capital, L.P.
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Beck Mack & Oliver Llc
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Traub Capital Management LLC
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|
Entrewealth, Llc
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Arvest Bank Trust Division
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Schmidt P J Investment Management Inc
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Sanibel Captiva Trust Company, Inc.
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|
Cahill Financial Advisors Inc
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Sageworth Trust Co of South Dakota
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|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
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|
R. W. Roge & Company, Inc.
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Davis R M Inc
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Wealth Dimensions Group, Ltd.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Savvy Advisors, Inc.
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Vigilare Wealth Management
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Callahan Advisors, LLC
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|
Perigon Wealth Management, LLC
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Wall Street Access Asset Management, LLC
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Delta Financial Advisors Llc
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ShankerValleau Wealth Advisors, Inc.
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|
Allworth Financial LP
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Straight Path Wealth Management
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|
One River Asset Management, LLC
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|
Awm Capital, Llc
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|
Smith Asset Management Co., LLC
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Longview Financial Advisors LLC
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Urban Financial Advisory Corp
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Cerity Partners LLC
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Penbrook Management LLC
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Aurelius Family Office LLC
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MJT & Associates Financial Advisory Group, Inc.
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Integrity Wealth Solutions LLC
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Oxler Private Wealth LLC
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Aprio Wealth Management, LLC
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Nikulski Financial, Inc.
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Guidance Point Advisors, LLC
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New England Asset Management Inc
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|
Arista Wealth Management, LLC
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|
Fulton Breakefield Broenniman Llc
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|
Jacobi Capital Management LLC
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|
Silverleafe Capital Partners, LLC
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Lane & Associates LLC
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Semitam Bonam Llc
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CENTRAL TRUST Co
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Paces Ferry Wealth Advisors, Llc
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Prairie Wealth Advisors, Inc.
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Mcdaniel Terry & Co
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Graham Capital Management, L.P.
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Passaic Partners LLC
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Boomfish Wealth Group, LLC
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Pacific Capital Wealth Advisors, Inc
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Owl Creek Asset Management, L.P.
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Gratus Wealth Advisors, LLC
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Northwest & Ethical Investments L.P.
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Advocate Group Llc
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LaSalle St. Investment Advisors, LLC
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Enterprise Bank & Trust Co
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Gladwyn Financial Advisors, Inc.
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S.A. Mason LLC
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Semus Wealth Partners LLC
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Wealth Alliance
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Fiduciary Planning LLC
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Farmers Trust Co
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Spinnaker Investment Group, LLC
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BKA Wealth Consulting, Inc.
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Cedar Mountain Advisors, LLC
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Janney Montgomery Scott LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial
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BOS Asset Management, LLC
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Edgewood Management Llc
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Toth Financial Advisory Corp
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Ttp Investments, Inc.
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TFC Financial Management
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Graypoint LLC
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Citizens Financial Group Inc/ri
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Sabal Trust CO
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MONECO Advisors, LLC
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Caldwell Securities, Inc
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Black Diamond Financial, LLC
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Principal Securities, Inc.
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Balanced Rock Investment Advisor
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Banque Pictet & Cie Sa
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SPX Equities Gestao de Recursos Ltda
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Mirae Asset Global Investments Co., Ltd.
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Scratch Capital Llc
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Octavia Wealth Advisors, LLC
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Drexel Morgan & Co.
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Next Level Private LLC
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Amplius Wealth Advisors, LLC
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Smith & Howard Wealth Management, LLC
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Good Life Advisors, LLC
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DG Capital Management, LLC
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LexAurum Advisors, LLC
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Hutchens & Kramer Investment Management Group, LLC
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Scotia Capital Inc.
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Your Advocates Ltd., LLP
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Unified Investment Management
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Eldridge Investment Advisors, Inc.
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Miller Investment Management, LP
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Accredited Wealth Management, LLC
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Css Llc/il
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Trace Wealth Advisors, LLC
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Shelton Capital Management
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Lewis Asset Management, LLC
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Dynamic Financial Group
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Eagle Rock Investment Company, Llc
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Murphy & Mullick Capital Management Corp
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Monticello Wealth Management, Llc
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Creekside Partners
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Matisse Capital
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ExodusPoint Capital Management, LP
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Riverview Capital Advisers, LLC
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FineMark National Bank & Trust
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Beaton Management Co. Inc.
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LongView Wealth Management
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JCP Investment Management, LLC
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180 Wealth Advisors, Llc
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Excalibur Management Corp
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Wbh Advisory Inc
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Austin Private Wealth, LLC
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HBW Advisory Services LLC
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Partners Wealth Management, Llc
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Parvin Asset Management, LLC
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BankPlus Wealth Management LLC
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Callan Family Office, LLC
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Diversified Enterprises, LLC
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Cypress Wealth Services, LLC
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QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares
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Northside Capital Management, LLC
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Voya Investment Management Llc
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NewEdge Wealth, LLC
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Tru Independence Asset Management 2, Llc
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McDonough Capital Management, Inc
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Eos Management, L.P.
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Moody Lynn & Lieberson, Llc
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Innova Wealth Partners
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Sand Hill Global Advisors, LLC
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ORG Wealth Partners, LLC
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DT Investment Partners, LLC
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Virtue Capital Management, LLC
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JPB Foundation
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Hartford Financial Management Inc.
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Procyon Private Wealth Partners, LLC
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Camarda Financial Advisors, LLC
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Global Wealth Management Investment Advisory, Inc.
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JBR Co Financial Management Inc
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Citadel Advisors Llc
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Two Seas Capital LP
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Mercuria Capital Strategies, LLC
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Cito Capital Group, LLC
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Northeast Financial Group, Inc.
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AAFCPAs Wealth Management, LLC
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Fedenia Advisers LLC
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Triangle Securities Wealth Management
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Sculati Wealth Management, LLC
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Hedeker Wealth, LLC
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PKS Advisory Services, LLC
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GSG Advisors LLC
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Vertex Planning Partners, LLC
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Brick & Kyle, Associates
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Vannoy Advisory Group, Inc.
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Schonfeld Strategic Advisors LLC
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Rockline Wealth Management, LLC
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Clarity Financial LLC
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400 Capital Management LLC
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Manufacturers Life Insurance Company, The
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GEM Asset Management, LLC
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John W. Brooker & Co., CPAs
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Financial Advisors Network, Inc.
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Garrett Investment Advisors LLC
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Spurstone Advisory Services, LLC
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McAlister, Sweet & Associates, Inc.
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BTG Pactual Asset Management US LLC
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Eliot Finkel Investment Counsel, LLC
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Financial Perspectives, Inc
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Theory Financial Llc
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Bogart Wealth, LLC
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Mirabaud & Cie SA
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Natixis Advisors, L.p.
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Giverny Capital Inc.
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PICTET BANK & TRUST Ltd
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Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
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Axxcess Wealth Management, Llc
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Veracity Capital LLC
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Founders Financial Securities Llc
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Wick Capital Partners, LLC
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Stephens Consulting, LLC
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Wolverine Trading, Llc
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Asset Management One Co., Ltd.
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Calamos Wealth Management LLC
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Taylor Financial Group, Inc.
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China Universal Asset Management Co., Ltd.
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Etesian Wealth Advisors, Inc.
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Better Money Decisions, LLC
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Holistic Planning, LLC
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Chris Bulman Inc
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Global Financial Private Client, LLC
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TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
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Jpmorgan Chase & Co
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Syntegra Private Wealth Group, LLC
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Parisi Gray Wealth Management
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Bouchey Financial Group Ltd
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Park Edge Advisors, LLC
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Kelman-Lazarov, Inc.
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Golden Bell Financial Planning LLC
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Kingswood Wealth Advisors, Llc
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Oxford Financial Group Ltd
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Pitti Group Wealth Management, LLC
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Twin Lakes Capital Management, LLC
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Adviser Investments LLC
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Carderock Capital Management Inc
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Vanguard Group Inc
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Howe & Rusling Inc
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Silver Oak Advisory Group, Inc.
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Kestra Advisory Services, LLC
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Laidlaw Wealth Management LLC
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Lafayette Investments, Inc.
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Blueshift Asset Management, LLC
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Partners in Financial Planning
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M1 Capital Management LLC
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Operose Advisors LLC
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Tritonpoint Wealth, Llc
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First Pacific Financial
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Basso Capital Management, L.p.
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Bryant Woods Investment Advisors, LLC
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One Day In July LLC
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Compass Financial Group, Inc.
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Brant Point Investment Management Llc
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Strs Ohio
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Kennicott Capital Management Llc
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Ironwood Investment Counsel, LLC
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Nicolet Advisory Services, Llc
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Heritage Wealth Partners, LLC
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Core Wealth Advisors, Inc.
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David Kennon Inc
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Mcrae Capital Management Inc
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Steinberg Asset Management Llc
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IFP Advisors, Inc
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Capco Asset Management, LLC
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FRG Family Wealth Advisors LLC
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One Wealth Advisors, LLC
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Greenleaf Trust
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CarsonAllaria Wealth Management, Ltd.
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Moran Wealth Management, LLC
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Bessemer Group Inc
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LongView Asset Management LLC
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Intact Investment Management Inc.
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Castle Hook Partners LP
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Everpar Advisors Llc
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Willis Johnson & Associates, Inc.
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Wealthspire Advisors, LLC
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Silvia Mccoll Wealth Management, Llc
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Telos Capital Management, Inc.
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Marshall & Sullivan Inc /wa/
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Mason & Associates Inc
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Board of Trustees of The Leland Stanford Junior University
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Chung Wu Investment Group, LLC
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Arcadia Wealth Management, Inc.
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Marco Investment Management Llc
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Sageworth Trust Co
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Greystone Financial Group, LLC
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Tillman Hartley LLC
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Baker Ellis Asset Management LLC
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All Terrain Financial Advisors, LLC
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Advisor Resource Council
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Zacks Investment Management
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Metlife Inc
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Vickerman Investment Advisors, Inc.
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Opulen Financial Group LLC
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Meritage Portfolio Management
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GFS Advisors, LLC
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Mayflower Financial Advisors, LLC
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Panagora Asset Management Inc
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Guggenheim Capital Llc
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Berkshire Asset Management Llc/pa
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Stadion Money Management, LLC
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Juncture Wealth Strategies, Llc
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Grant Private Wealth Management Inc
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CJM Wealth Advisers, Ltd.
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Brookstone Capital Management
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Td Private Client Wealth Llc
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Mattern Capital Management, Llc
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Crane Advisory, LLC
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Analyst IMS Investment Management Services Ltd.
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tru Independence LLC
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SkyView Investment Advisors, LLC
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Sfm, Llc
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Cypress Capital Group
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Cooksen Wealth, LLC
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Richardson Capital Management LLC
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Concorde Asset Management, LLC
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Lowe Wealth Advisors, LLC
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Lokken Investment Group LLC
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YANKCOM Partnership
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Ing Groep Nv
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Mirae Asset Securities (usa) Inc.
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Mizuho Securities Usa Llc
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Washington Growth Strategies Llc
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Future Financial Wealth Managment LLC
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AAFMAA Wealth Management & Trust LLC
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Sava Infond d.o.o.
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Harbour Trust & Investment Management Co
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Washington Trust Advisors, Inc.
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Stifel Financial Corp
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Southeast Asset Advisors Inc.
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Sentinel Trust Co Lba
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Parsons Capital Management Inc/ri
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Midwest Capital Advisors, LLC
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Ami Asset Management Corp
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Paladin Advisory Group, LLC
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Proathlete Wealth Management Llc
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Two Point Capital Management, Inc.
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Summa Corp.
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Warner Financial, Inc
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Liberty Square Wealth Partners Llc
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Hayek Kallen Investment Management
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Defined Wealth Management, Llc
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Umb Bank N A/mo
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JPL Wealth Management, LLC
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Transform Wealth, LLC
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HITE Hedge Asset Management LLC
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Elser Financial Planning, Inc
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Cypress Point Wealth Management, LLC
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Dohj, Llc
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Kingdon Capital Management, L.l.c.
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Biltmore Family Office, LLC
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Chelsea Counsel Co
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Intrua Financial, LLC
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Evolution Wealth Management Inc.
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Kwmg, Llc
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BluePointe Capital Management, LLC
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Rps Advisory Solutions Llc
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Channel Wealth Llc
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Israel Discount Bank of New York
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BLVD Private Wealth, LLC
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North Berkeley Wealth Management, LLC
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OxenFree Capital LLC
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Measured Wealth Private Client Group, LLC
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Hendershot Investments Inc.
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Smithbridge Asset Management Inc/de
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Signet Investment Advisory Group, Inc.
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Comprehensive Financial Consultants Institutional, Inc.
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
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Compass Capital Corp /ma/ /adv
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Leo Wealth, LLC
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Birchbrook, Inc.
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LifeSteps Financial, Inc.
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Northeast Investment Management
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Worldquant Millennium Advisors Llc
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Arrowstreet Capital, Limited Partnership
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
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Wolff Financial Management Llc
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Lee Johnson Capital Management, Llc
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Schiavi & Co LLC
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Global Trust Asset Management, LLC
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Stony Point Wealth Management Inc.
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Ti-trust, Inc
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Windsor Capital Management, LLC
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Core Wealth Partners LLC
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Alerus Financial Na
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Minichmacgregor Wealth Management, Llc
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CastleKnight Management LP
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Sunbelt Securities, Inc.
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Vista Wealth Management Group, LLC
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Vident Advisory, LLC
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Infinity Wealth Counsel, LLC
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DRW Securities, LLC
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Pennsylvania Capital Management Inc /adv
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Ethic Inc.
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Park Place Capital Corp
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Vance Wealth, Inc.
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Prevail Innovative Wealth Advisors, Llc
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Hillcrest Wealth Advisors - NY, LLC
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Flaharty Asset Management, LLC
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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Andina Capital Management, LLC
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McCarthy & Cox
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Harbour Investments, Inc.
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Keebeck Wealth Management, LLC
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Sandbox Financial Partners, LLC
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Strategic Point Investment Advisors, LLC
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Trilogy Capital Inc.
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Barnett & Company, Inc.
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Arrowroot Family Office, LLC
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Washington Trust Bank
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Teramo Advisors, LLC
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SRS Capital Advisors, Inc.
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Emerald Investment Partners, Llc
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Bcm Advisors, Llc
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Evergreen Private Wealth LLC
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Cohen & Steers, Inc.
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Smith, Salley & Associates
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Pfc Capital Group, Inc.
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Hancock Whitney Corp
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Condor Capital Management
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NFP Retirement, Inc.
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Adapt Wealth Advisors, Llc
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Waratah Capital Advisors Ltd.
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Peddock Capital Advisors, Llc
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Comprehensive Financial Management LLC
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Envestnet Portfolio Solutions, Inc.
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Rockefeller Capital Management L.P.
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Thoma Capital Management LLC
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Lumbard & Kellner, LLC
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VAUGHAN & Co SECURITIES, INC.
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Financial Guidance Group, Inc.
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Intrepid Family Office Llc
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Palisade Asset Management, LLC
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Syon Capital Llc
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Retirement Guys Formula Llc
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Duncan Williams Asset Management, LLC
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Lodestar Private Asset Management Llc
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Ipsen Advisor Group LLC
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First Bank & Trust
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Palo Alto Wealth Advisors, Llc
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Nuveen, LLC
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Dearborn Partners Llc
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Figure 8 Investment Strategies Llc
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Linscomb & Williams, Inc.
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Fi3 FINANCIAL ADVISORS, LLC
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Deer Park Road Corp
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Monument Capital Management
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Davis-rea Ltd.
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James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
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American Alpha Advisors, LLC
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Avanda Investment Management Pte. Ltd.
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Formidable Asset Management, LLC
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Traphagen Investment Advisors Llc
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TSPY - ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF
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Flagstone Financial Management
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EP Wealth Advisors, Inc.
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Roman Butler Fullerton & Co
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Fortis Capital Advisors, LLC
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HMS Capital Management, LLC
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21 West Wealth Management LLC
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Zuckerman Investment Group, LLC
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Bravias Capital Group, LLC
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Wells Fargo & Company/mn
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Cerberus Capital Management, L.P.
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SOUTH STATE Corp
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Lincoln Capital LLC
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Concord Wealth Partners
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Hiddenite Capital Partners LP
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Park Avenue Securities Llc
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Shepherd Kaplan Krochuk, Llc
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Journey Beyond Wealth, LLC
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Davies Financial Advisors, Inc.
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V2 Financial group LLC
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Armor Advisors, L.l.c.
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Monetta Financial Services Inc
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DHSB - Strategy Shares - Day Hagan Smart Buffer ETF
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Tortoise Investment Management, LLC
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Hudson Value Partners, LLC
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D L Carlson Investment Group Inc
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Clear Investment Research, Llc
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Masters Capital Management Llc
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Allianz Se
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BW Gestao de Investimentos Ltda.
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Guild Investment Management, Inc.
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Pegasus Asset Management, Inc.
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Frisch Financial Group, Inc.
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SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1
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Courier Capital Llc
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Commons Capital, Llc
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Legacy Wealth Management, Inc
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Opes Wealth Management LLC
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Okabena Investment Services Inc
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Dash Acquisitions Inc.
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N.E.W. Advisory Services LLC
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1620 Investment Advisors, Inc.
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3EDGE Asset Management, LP
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Sage Capital Management, LLC
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Ameliora Wealth Management Ltd.
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Integrated Investment Consultants, LLC
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Vise Technologies, Inc.
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K.J. Harrison & Partners Inc
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Legacy Wealth Management, LLC / MS
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FC Advisory LLC
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Investment Management Corp /va/ /adv
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Pacitti Group Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Advisor Group Holdings, Inc.
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Hyperion Capital Advisors LP
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Cambridge Investment Research Advisors, Inc.
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Moneda S.A. Administradora General de Fondos
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Family Legacy, Inc.
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Freestate Advisors LLC
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Hubbell Strickland Wealth Management, LLC
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Sonata Capital Group Inc
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Anchor Investment Management, LLC
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Eclectic Associates Inc /adv
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Icapital Wealth Llc
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ATESX - Northern Lights Fund Trust IV - Anchor Risk Managed Equity Strategies Fund Institutional Class
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Oakwell Private Wealth Management, LLC
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Crews Bank & Trust
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Rede Wealth, LLC
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Pines Wealth Management, LLC
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Asset Planning Services Inc /la/ /adv
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Laffer Investments
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Stack Financial Management, Inc
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Wilson & Boucher Capital Management, LLC
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Bank Of Hawaii
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Tandem Financial, LLC
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Helium Advisors LLC
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Manuka Financial, LLC
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Rockland Trust Co
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McElhenny Sheffield Capital Management, LLC
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Pachira Investments Inc.
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Forthright Family Wealth Advisory LLC
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Hilltop Wealth Advisors, Llc
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Acadian Asset Management Llc
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Westmount Partners, LLC
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WFA of San Diego, LLC
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GTSOX - GLENMEDE FUND INC - Secured Options Portfolio - Advisor Shares
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Thompson Siegel & Walmsley Llc
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Parker Financial LLC
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W.H. Cornerstone Investments Inc.
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Gen-Wealth Partners Inc
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Cannon Advisors, Inc.
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Vantage Financial Partners, LLC
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Bnp Paribas Arbitrage, Sa
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Quaker Wealth Management, LLC
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Congress Park Capital LLC
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BUIGX - World Funds Trust - CBOE Vest S&P 500 Buffer Strategy Fund Institutional Class Shares
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Monograph Wealth Advisors, Llc
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Xcel Wealth Management, LLC
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B & T Capital Management DBA Alpha Capital Management
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Transcend Wealth Collective, Llc
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Newport Capital Group, LLC
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Rathbone Brothers plc
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Joel Isaacson & Co., LLC
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Oak Asset Management, LLC
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Cannon Global Investment Management, LLC
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Second Half Financial Partners, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Canada Pension Plan Investment Board
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QTR Family Wealth, LLC
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Morris Financial Concepts, Inc.
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Us Financial Advisors, Llc
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Clark Asset Management, LLC
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Morton Community Bank
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Millington Financial Advisors, LLC
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Holistic Financial Partners
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Headinvest, Llc
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Stairway Partners, LLC
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Westwood Wealth Management
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Gillespie Robinson & Grimm Inc
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Conscious Wealth Investments, Llc
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ESL Trust Services, LLC
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Coalescence Partners Investment Management, LP
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Manhattan West Asset Management, LLC
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Trevian Wealth Management LLC
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Morey & Quinn Wealth Partners, LLC
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St. Louis Trust Co
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Glen Eagle Advisors, LLC
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Retirement Solution Inc.
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Fortress Private Ledger, Llc
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Azarias Capital Management, L.P.
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Winthrop Capital Management, LLC
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Valmark Advisers, Inc.
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Altiora Financial Group, LLC
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Exchange Capital Management, Inc.
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Wealth Enhancement Advisory Services, Llc
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
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DecisionPoint Financial, LLC
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Poinciana Advisors Group, Llc
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Wiser Wealth Management, Inc
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Conning Inc.
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Blue Investment Partners LLC
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CSM Advisors, LLC
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Cullen/frost Bankers, Inc.
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Golden Reserve Retirement LLC
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Pinnacle Family Advisors, LLC
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Novem Group
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Sather Financial Group Inc
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Capital International Investors
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Grimes & Company, Inc.
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D. Scott Neal, Inc.
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Promus Capital, LLC
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Advisory Research Inc
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Wealth Quarterback LLC
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RBF Capital, LLC
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Jones Financial Companies Lllp
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Pittenger & Anderson Inc
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Zazove Associates Llc
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ERn Financial, LLC
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Wayfinding Financial, LLC
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Oxinas Partners Wealth Management LLC
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Aspiring Ventures, LLC
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|
Bank of New York Mellon Corp
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Banco BTG Pactual S.A.
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|
Investment Advisory Services Inc /tx /adv
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LPL Financial LLC
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Triune Financial Partners, LLC
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Fortress Financial Group, Llc
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Foster Victor Wealth Advisors, LLC
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Total Wealth Planning & Management, Inc.
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Boston Research & Management Inc
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Country Trust Bank
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Harris Associates L P
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
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MSTB - ETF Series Solutions - LHA Market State Tactical Beta ETF
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|
TrueWealth Advisors, LLC
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Fortitude Family Office, LLC
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Ancora Advisors, LLC
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Essential Planning, LLC.
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Fischer Investment Strategies, Llc
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Verde Capital Management
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XML Financial, LLC
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Valiant Capital Management, L.P.
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Perbak Capital Partners LLP
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Clal Insurance Enterprises Holdings Ltd
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Terra Nova Asset Management LLC
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Nova Wealth Management, Inc.
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KG&L Capital Management,LLC
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James J. Burns & Company, LLC
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Hemenway Trust Co LLC
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J. Safra Sarasin Holding AG
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Vista Investment Management
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Fortress Wealth Group, LLC
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WealthCollab, LLC
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Stillwater Capital Advisors, LLC
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E Fund Management (Hong Kong) Co., Ltd.
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
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|
Painted Porch Advisors LLC
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|
Kuhn & Co Investment Counsel
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Wealth Advisory Solutions, LLC
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Lyell Wealth Management, Lp
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Schulhoff & Co Inc
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GSB Wealth Management, LLC
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|
Peapack Gladstone Financial Corp
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Port Capital LLC
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Pennington Partners & Co., Llc
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Gladstone Institutional Advisory LLC
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Portland Global Advisors LLC
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Lepercq De Neuflize Asset Management LLC
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MKT Advisors LLC
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Carnegie Lake Advisors LLC
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Archon Partners LLC
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Nations Financial Group Inc, /ia/ /adv
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Arbor Investment Advisors, LLC
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Fortune Financial Advisors, LLC
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Clarity Wealth Advisors, LLC
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Pioneer Trust Bank N A/or
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Nicollet Investment Management, Inc.
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Visionary Wealth Advisors
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Richardson Financial Services Inc.
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Howland Capital Management Llc
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Perfromance Wealth Partners, LLC
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Amarillo National Bank
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Cadent Capital Advisors, LLC
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Zevin Asset Management Llc
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Morangie Management LLC
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jvl associates llc
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Macroview Investment Management Llc
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Peoples Bank /oh
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CWA Asset Management Group, LLC
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Sig Brokerage, Lp
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Corsair Capital Management, L.p.
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IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares
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Roberts Wealth Advisors, LLC
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Capital Management Associates, Inc
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Atlas Wealth Partners, LLC
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Canopy Partners, LLC
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Strategic Investment Management, Llc
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West Branch Capital LLC
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Squarepoint Ops LLC
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Little Harbor Advisors, LLC
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Akuna Securities Llc
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Nissay Asset Management Corp /japan/ /adv
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Wynn Capital, LLC
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one8zero8, LLC
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Tyler-Stone Wealth Management
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Lee Financial Co
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Financial Alternatives, Inc
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Smart Money Group LLC
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Bristol Gate Capital Partners Inc.
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First Commonwealth Financial Corp /pa/
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Clean Yield Group
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Peak Asset Management, LLC
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TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
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Fairview Capital Investment Management, Llc
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Investor's Fiduciary Advisor Network, LLC
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Marest Capital, LLC
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Tamar Securities, LLC
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Creegan & Nassoura Financial Group, LLC
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Samalin Investment Counsel, LLC
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Fifth Third Wealth Advisors LLC
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American Investment Services, Inc.
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Tudor Financial Inc.
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Southland Equity Partners LLC
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Financial Life Advisors
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Mizuho Markets Americas Llc
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Lauterbach Financial Advisors, LLC
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Financial Synergies Wealth Advisors, Inc.
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Taconic Capital Advisors LP
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Cura Wealth Advisors, Llc
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Strata Wealth Advisors, LLC
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Sutton Place Investors Llc
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Nicholas Hoffman & Company, LLC.
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Cladis Investment Advisory, LLC
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Peavine Capital, Llc
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Camden Capital, LLC
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Meridian Investment Counsel Inc.
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Buckhead Capital Management Llc
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Peregrine Asset Advisers, Inc.
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Elite Financial, Inc.
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Accelerate Investment Advisors LLC
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Marmo Financial Group, LLC
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Moneta Group Investment Advisors Llc
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Mainstream Capital Management LLC
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Laird Norton Trust Company, Llc
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Mitchell Sinkler & Starr/pa
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Check Capital Management Inc/ca
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Pullen Investment Management, LLC
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HT Partners LLC
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40 North Management LLC
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Coerente Capital Management
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TFB Advisors LLC
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First City Capital Management, Inc.
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Beacon Bridge Wealth Partners, LLC
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Wood Tarver Financial Group, LLC
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King Wealth
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Argent Trust Co
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Tull Financial Group, Inc.
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Purkiss Capital Advisors LLC
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Blue Fin Capital, Inc.
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RAM Investment Partners, LLC
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Waterloo Capital, L.P.
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Claro Advisors LLC
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GLOBALT Investments LLC / GA
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Wealthbridge Capital Management, Llc
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Kingdom Financial Group LLC.
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Solano Wealth Investment Advisors LLC
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Werba Rubin Papier Wealth Management
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J.Safra Asset Management Corp
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KWB Wealth
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Mml Investors Services, Llc
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Trellis Wealth Advisors LLC
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WEBs ETF Trust - WEBs Defined Volatility SPY ETF
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Trifecta Capital Advisors, LLC
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Vista Finance, Llc
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Marshall Investment Management, Llc
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Consolidated Investment Group LLC
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LS Investment Advisors, LLC
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Hackensack Meridian Health, Inc.
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Optimum Investment Advisors
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Peninsula Asset Management Inc
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Legacy Financial Group, Inc.
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New Century Financial Group, LLC
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Von Berge Wealth Management Group, LLC
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Pictet & Cie (Europe) SA
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Bluefin Capital Management, Llc
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Quattro Financial Advisors Llc
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Cohen & Steers Closed-end Opportunity Fund, Inc.
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Roberts Glore & Co Inc /il/
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Alpha Financial Partners, LLC
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Hall Capital Management Co Inc
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Schroder Investment Management Group
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Oak Family Advisors, Llc
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North Point Portfolio Managers Corp/oh
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Janney Capital Management LLC
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Wealth Management Nebraska
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Securian Asset Management, Inc
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Avant Financial Advisors LLC
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Wells Trecaso Financial Group, LLC
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Williams & Novak, LLC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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Benjamin Edwards Inc
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Permanent Capital Management, LP
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Constant Guidance Financial LLC
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Harfst & Associates, Inc.
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Certus Wealth Management, LLC
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Whittier Trust Co
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Colonial River Wealth Management, LLC
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Connecticut Wealth Management, LLC
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TKG Advisors, LLC
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Intelligence Driven Advisers, LLC
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Vectors Research Management, LLC
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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Cornerstone Wealth Group, LLC
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William B. Walkup & Associates, Inc.
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Mill Creek Capital Advisors, LLC
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RDA Financial Network
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Byrne Financial Freedom, Llc
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Nordwand Advisors, LLC
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Bluestem Financial Advisors, Llc
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Crestwood Advisors Group LLC
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Curio Wealth, Llc
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Anchor Capital Management Group Inc
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Pacific Asset Management, LLC
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Prime Capital Investment Advisors, LLC
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Inlet Private Wealth, LLC
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Altus Wealth Group LLC
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Watts Gwilliam & Co., LLC
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Ritholtz Wealth Management
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Castle Rock Wealth Management, LLC
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Red Tortoise LLC
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FIL Ltd
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Capital Wealth Planning, LLC
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Suvretta Capital Management, Llc
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Whitford Management LLC
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TCTC Holdings, LLC
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BlackRock, Inc.
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Blueprint Financial Advisors LLC
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Eukles Asset Management
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Zwj Investment Counsel Inc
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Byrne Asset Management LLC
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Nemes Rush Group LLC
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Claris Advisors, Llc / Mo /
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Optima Capital Llc
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Baring Financial LLC
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Maridea Wealth Management LLC
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Exchange Traded Concepts, Llc
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Eq Wealth Advisors, Llc
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Wealthcare Capital Partners, LLC
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Congress Asset Management Co /ma
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Fairway Wealth LLC
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Jordan Park Group LLC
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Highland Capital Management, Llc
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Guardian Asset Advisors, LLC
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Sandy Spring Bank
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Northwest Wealth Management, Llc
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Burford Brothers, Inc.
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Crescent Grove Advisors, LLC
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Strategic Advocates LLC
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Compass Financial Services Inc
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10Elms LLP
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Sovereign Financial Group, Inc.
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Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
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Dynasty Wealth Management, Llc
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Hallmark Capital Management Inc
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BancorpSouth Bank
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Templeton & Phillips Capital Management, LLC
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Shulman DeMeo Asset Management LLC
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Certior Financial Group, Llc
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Tfo-tdc, Llc
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Benjamin Joseph Floyd Dba Floyd Capital Management
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Wealth Management Associates, Inc.
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Financial Connections Group, Inc.
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SOL Capital Management CO
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Gr Financial Group, Llc
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ICW Investment Advisors LLC
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Metis Global Partners, LLC
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Public Sector Pension Investment Board
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Conservest Capital Advisors, Inc.
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Winnow Wealth Llc
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D. E. Shaw & Co., Inc.
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Cliffwater LLC
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Bartlett & Co. Wealth Management Llc
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Colony Family Offices, LLC
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Liberty Wealth Management Llc
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Prevatt Capital Ltd
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Brave Asset Management Inc
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Mill Capital Management, LLC
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Advisor OS, LLC
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Tanglewood Legacy Advisors, LLC
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Baker Avenue Asset Management, LP
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Twin Peaks Wealth Advisors, LLC
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Flywheel Private Wealth LLC
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Aristeia Capital Llc
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EnRich Financial Partners LLC
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Massachusetts Wealth Management
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Centiva Capital, LP
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Midwestern Financial, LLC /IA
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Bradley & Co. Private Wealth Management, LLC
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First Merchants Corp
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Smithfield Trust Co
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Kornitzer Capital Management Inc /ks
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Anchor Capital Advisors Llc
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Uncommon Cents Investing LLC
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McBroom & Associates, LLC
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Yacktman Asset Management Lp
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Boston Private Wealth Llc
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Covestor Ltd
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Pinney & Scofield, Inc.
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Trademark Financial Management, LLC
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Beverly Hills Private Wealth, LLC
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New Covenant Trust Company, N.A.
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Fenimore Asset Management Inc
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State Street Corp
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Ironwood Financial, llc
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Callan Capital, LLC
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Hippocratic Financial Advisors, LLC
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Comprehensive Money Management Services LLC
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Lvm Capital Management Ltd/mi
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Navellier & Associates Inc
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Blue Edge Capital, LLC
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Gables Capital Management Inc.
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Graham Capital Wealth Management, Llc
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Triton Wealth Management, PLLC
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Jasper Ridge Partners, L.P.
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Ingalls & Snyder Llc
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Armstrong Advisory Group, Inc
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Wellington Shields Capital Management, LLC
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Leavell Investment Management, Inc.
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Lam Group, Inc.
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Whitaker-Myers Wealth Managers, LTD.
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Jag Capital Management, Llc
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
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Eisler Capital Management Ltd.
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Cape Investment Advisory, Inc.
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Quadrant Private Wealth Management, LLC
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Synergy Financial Management, LLC
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Sitrin Capital Management LLC
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Bond & Devick Financial Network, Inc.
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Empower Advisory Group, LLC
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Prosperity Wealth Management, Inc.
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Founders Financial Alliance, LLC
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Lansing Street Advisors
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Forge First Asset Management Inc.
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Intrepid Financial Planning Group LLC
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OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class
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|
Vantage Investment Partners, LLC
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Sona Asset Management (us) Llc
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St. Johns Investment Management Company, LLC
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GK Wealth Management LLC
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Polar Asset Management Partners Inc.
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Buffington Mohr McNeal
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United Capital Financial Advisers, Llc
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Pacific Wealth Management
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|
Gilman Hill Asset Management, LLC
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|
JDAEX - James Alpha Funds Trust - James Alpha Managed Risk Domestic Equity Fund Class A
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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|
Newbridge Financial Services Group, Inc.
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|
KKM Financial LLC
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LifeGuide Financial Advisors, LLC
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Leisure Capital Management
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Bfsg, Llc
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Mmbg Investment Advisors Co.
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Seamount Financial Group Inc
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Vested Financial Planning, LLC
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Fisher Asset Management, LLC
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Hall Laurie J Trustee
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360 Financial, Inc.
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BKD Wealth Advisors, LLC
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Toms Capital Investment Management Lp
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|
Beaconlight Capital, Llc
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|
Baugh & Associates, LLC
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|
Anfield Capital Management, LLC
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Horizon Kinetics Asset Management Llc
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Bigelow Investment Advisors, LLC
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New England Capital Financial Advisors LLC
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Simmons Bank
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Leading Edge Financial Planning LLC
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City State Bank
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Climber Capital SA
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Professional Financial Advisors, LLC
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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Centerstone Investors, LLC
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Jump Financial, LLC
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Farmers National Bank
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Schulz Wealth, LTD.
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Cornerstone Planning Group LLC
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Mountain Hill Investment Partners Corp.
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Delta Investment Management, LLC
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Martin Capital Advisors, LLP
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Clg Llc
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Sycale Advisors (NY) LLC
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Embree Financial Group
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Landmark Wealth Management, LLC
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Financial Gravity Companies, Inc.
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Warren Street Wealth Advisors, LLC
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Evoke Wealth, Llc
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New World Advisors LLC
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Beck Bode, LLC
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Fullerton Fund Management Co Ltd
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Vienna Asset Management LLC
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Asset Allocation Strategies LLC
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Altman Advisors, Inc.
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May Hill Capital, LLC
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Heritage Wealth Management, Inc.
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Rehmann Capital Advisory Group
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UNIVEST FINANCIAL Corp
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Tranquilli Financial Advisor LLC
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Ewing Morris & Co. Investment Partners Ltd.
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Rockwood Wealth Management, LLC
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Gouws Capital LLC
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Marino, Stram & Associates Llc
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WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
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Deroy & Devereaux Private Investment Counsel Inc
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Silicon Valley Capital Partners
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Canvas Wealth Advisors, LLC
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Wernau Asset Management Inc.
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Tocqueville Asset Management L.p.
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Corundum Trust Company, INC
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Dark Forest Capital Management Lp
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GM Advisory Group, Inc.
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Barnes Wealth Management Group, Inc
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RFG Advisory, LLC
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Thompson Davis & Co., Inc.
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SG Americas Securities, LLC
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LGT Financial Advisors LLC
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Deltec Asset Management Llc
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Clarion Wealth Managment Partners, LLC
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Raelipskie Partnership
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Institute for Wealth Management, LLC.
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Colton Groome Financial Advisors, Llc
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Townsquare Capital Llc
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Equitable Trust Co
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Hilltop Partners LLC
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Fortis Capital Management LLC
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Rise Advisors, LLC
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Flagship Private Wealth, LLC
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Sonoma Private Wealth LLC
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Beese Fulmer Investment Management, Inc.
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Mendel Capital Management LLC
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DHJJ Financial Advisors, Ltd.
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Hager Investment Management Services, Llc
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Cantor Fitzgerald Investment Adviser L.p.
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Summit Wealth & Retirement Planning, Inc.
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IPG Investment Advisors LLC
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Luminvest Wealth Management LLC
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Private Wealth Management Group, LLC
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Strategic Equity Management
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Net Worth Advisory Group
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London Co Of Virginia
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Green Harvest Asset Management LLC
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Choate Investment Advisors
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Ted Buchan & Co
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Bellevue Asset Management, Llc
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Investment House Llc
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Cassaday & Co Wealth Management LLC
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Great Point Wealth Advisors, LLC
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Cornerstone Management, Inc.
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Hunting Hill Global Capital, LLC
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Ubs Oconnor Llc
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Financial & Tax Architects, LLC
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Arrowpoint Investment Partners (Singapore) Pte. Ltd.
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Union Savings Bank
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M.e. Allison & Co., Inc.
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Krilogy Financial LLC
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Atwood & Palmer Inc
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SJA Financial Advisory, LLC
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Clear Harbor Asset Management, LLC
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Cm Wealth Advisors Llc
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Finer Wealth Management, Inc.
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NorthStar Asset Management LLC /NJ/
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Sky-mountain Capital Management, Inc.
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Avestar Capital, LLC
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Bridgewater Advisors Inc.
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Silver Lake Advisory, LLC
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Cambridge Associates Llc /ma/ /adv
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Crescent Park Management, L.P.
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Pathstone Holdings, LLC
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CMG Global Holdings, LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Advance Capital Management, Inc.
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Longview Financial Advisors, Inc.
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Aspire Private Capital, LLC
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Surience Private Wealth Llc
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Alpha Omega Wealth Management LLC
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North Capital, Inc.
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Quadcap Wealth Management, LLC
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Petrus Trust Company, LTA
|
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Blodgett Wealth Advisors, Llc
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Weybosset Research & Management Llc
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Lazard Freres Gestion S.A.S.
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Sachetta, LLC
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Jabodon Pt Co
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Ayrshire Capital Management LLC
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Maripau Wealth Management Llc
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Great Oak Capital Partners, Llc
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Wambolt & Associates, LLC
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Reyes Financial Architecture, Inc.
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BIP Wealth, LLC
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Towerpoint Wealth, LLC
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Dynamic Advisor Solutions LLC
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Gainplan LLC
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AG Asset Advisory, LLC
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Mine & Arao Wealth Creation & Management, LLC.
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Symphony Financial, Ltd. Co.
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Philadelphia Trust Co
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Westside Investment Management, Inc.
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Cordatus Wealth Management LLC
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Riverbend Wealth Management, LLC
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|
Dumont & Blake Investment Advisors Llc
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Parcion Private Wealth LLC
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|
Cordant, Inc.
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Future Fund LLC
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Inman Jager Wealth Management, LLC
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|
Nelson Capital Management, LLC
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|
Gentry Private Wealth, Llc
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|
Peak6 Llc
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Schneider Downs Wealth Management Advisors, LP
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|
Avalon Advisory Group
|
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|
CLARET ASSET MANAGEMENT Corp
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Eagle Global Advisors Llc
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Jamison Private Wealth Management, Inc.
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|
F/M Investments LLC
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Harbour Investment Management Llc
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Forum Financial Management, LP
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Mid-American Wealth Advisory Group, Inc.
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Affiance Financial, LLC
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Meridian Financial, LLC
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|
Capital Investment Advisors, LLC
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|
Rebalance, Llc
|
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|
Castle Wealth Management Llc
|
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|
Mendel Money Management
|
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|
Mindset Wealth Management, Llc
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ERTS Wealth Advisors, LLC
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RMB Capital Management, LLC
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DeDora Capital, Inc.
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|
Guardian Partners Inc.
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Hurley Capital, LLC
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|
Phocas Financial Corp.
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
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|
Investment Counsel Co Of Nevada
|
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|
Index Fund Advisors, Inc.
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|
SageView Advisory Group, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class
|
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|
Accredited Investors Inc.
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Bensler, LLC
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StoneX Group Inc.
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Journey Advisory Group, LLC
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|
Guyasuta Investment Advisors Inc
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|
Eagle Capital Management Llc
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|
Forefront Analytics, LLC
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|
Ruggaard & Associates LLC
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|
Highlander Partners, L.P.
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|
Angeles Wealth Management, Llc
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Albion Financial Group /ut
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Mayfair Advisory Group, LLC
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|
Decatur Capital Management, Inc.
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|
Kidder Stephen W
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|
Cozad Asset Management Inc
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|
My Personal CFO, LLC
|
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|
Trustees of Dartmouth College
|
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|
Sargent Investment Group, LLC
|
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|
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|
|
Bellevue Group AG
|
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|
Allen Capital Group, LLC
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|
Salvus Wealth Management, LLC
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|
Glenmede Investment Management, LP
|
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|
Axim Planning & Wealth
|
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|
Visionary Horizons, LLC
|
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|
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|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
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|
Walker Financial Services, Inc.
|
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|
|
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|
Eastover Investment Advisors LLC
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|
JustInvest LLC
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|
Neumann Capital Management, LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
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|
Eaton Financial Holdings Company, LLC
|
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|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
GeoSphere Capital Management
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
WP Advisors, LLC
|
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|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
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|
KDK Private Wealth Management, LLC
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|
Trivant Custom Portfolio Group, LLC
|
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|
Hantz Financial Services, Inc.
|
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|
Columbus Macro, LLC
|
|
|
|
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|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
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|
|
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|
Capital Square, LLC
|
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|
|
|
|
StoneCrest Wealth Management, Inc.
|
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|
|
|
|
Eagle Capital Management, LLC
|
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|
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|
Integrated Capital Management, LLC
|
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|
Prosperity Financial Group, Inc.
|
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|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
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|
Ckw Financial Group
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
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|
Verus Capital Partners, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
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|
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|
Haven Private, LLC
|
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|
IMPACTfolio, LLC
|
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|
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|
Bridges Investment Management Inc
|
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|
Cynosure Management, Llc
|
|
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|
Post Resch Tallon Group Inc.
|
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|
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|
Regency Capital Management Inc.\DE
|
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|
L2 Asset Management, LLC
|
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|
Sender Co & Partners, Inc.
|
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|
Lazard Asset Management Llc
|
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|
Tarbox Family Office, Inc.
|
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|
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|
Modern Wealth Management, LLC
|
|
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|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Capital Performance Advisors Llp
|
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|
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|
Valtinson Bruner Financial Planning LLC
|
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|
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|
Jaffetilchin Investment Partners, LLC
|
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|
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|
Legacy Investment Solutions, LLC
|
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|
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|
Finepoint Capital LP
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|
Bayforest Capital Ltd
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|
Windsor Advisory Group, LLC
|
|
|
|
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|
Blueprint Investment Partners LLC
|
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|
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|
Waldron Private Wealth LLC
|
|
|
|
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|
American Financial Advisors, LLC
|
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|
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|
RKL Wealth Management LLC
|
|
|
|
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|
Cercano Management LLC
|
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|
|
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|
IVC Wealth Advisors LLC
|
|
|
|
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|
Connable Office Inc
|
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|
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|
Independent Solutions Wealth Management, LLC
|
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|
|
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|
Tcfg Wealth Management, Llc
|
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|
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|
Roth Financial Partners LLC
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|
Reynders McVeigh Capital Management, LLC
|
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|
Integral Investment Advisors, Inc.
|
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|
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|
Nomura Asset Management Co Ltd
|
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|
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|
Tyche Wealth Partners LLC
|
|
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|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
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|
|
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|
Burk Holdings LLC
|
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|
Catalyst Financial Partners Llc
|
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|
Granite FO LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
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|
|
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|
Davis Capital Management
|
|
|
|
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|
Seeds Investor Llc
|
|
|
|
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|
Virtus Wealth Solutions LLC
|
|
|
|
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Game Plan Financial Advisors, LLC
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Tufton Capital Management
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BOCHK Asset Management Ltd
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Summit Financial Wealth Advisors, LLC
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Kellett Schaffner Wealth Advisors LLC
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4J Wealth Management LLC
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SNAV - Collaborative Investment Series Trust - Mohr Sector Navigator ETF
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Trust Co of Kansas
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BOK Financial Private Wealth, Inc.
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Endeavor Private Wealth, Inc.
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Facet Wealth, Inc.
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Synergy Financial Group, LTD
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Mathes Company, Inc.
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Generali Asset Management SPA SGR
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Perritt Capital Management Inc
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Herbst Group, Llc
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Stonehage Fleming Financial Services Holdings Ltd
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CRA Financial Services, LLC
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United Bank
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Zrc Wealth Management, Llc
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Sunflower Bank, N.A.
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Sykon Capital Llc
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Wallace Advisory Group, LLC
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Muirfield Wealth Advisors Llc
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Retirement Planning Group
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Coign Capital Advisors LLC
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Atomi Financial Group, Inc.
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Midwest Professional Planners, LTD.
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Flynn Zito Capital Management, Llc
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Nottingham Advisors, Inc.
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Cypress Asset Management Inc/tx
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Barrett & Company, Inc.
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waypoint wealth counsel
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Fluent Financial, LLC
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Csenge Advisory Group
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Sky Investment Group LLC
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Define Financial, Llc
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Reston Wealth Management Llc
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Red Wave Investments LLC
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ONE Advisory Partners, LLC
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Moisand Fitzgerald Tamayo, LLC
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Grandview Asset Management LLC
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Accent Capital Management, LLC
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Members Wealth Llc
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Locust Wood Capital Advisers, Llc
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Brueske Advisory Services, LLC
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Magnolia Private Wealth, LLC
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Apella Capital, LLC
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Lavaca Capital Llc
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Wealthgarden F.s. Llc
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Lynx Investment Advisory
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Oaktree Capital Management Lp
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AJ Advisors, LLC
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BridgePort Financial Solutions, LLC
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Hopwood Financial Services, Inc.
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Brookmont Capital Management
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Kimelman & Baird, LLC
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NINE MASTS CAPITAL Ltd
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Strategic Advisors LLC
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Lodestone Wealth Management LLC
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Cornerstone Advisors Asset Management, Inc
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Standard Family Office LLC
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GenTrust, LLC
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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Centaurus Financial, Inc.
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Cascade Investment Group, Inc.
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Equita Financial Network, Inc.
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L.m. Kohn & Company
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Bruce G. Allen Investments, LLC
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Voisard Asset Management Group, Inc.
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Fmb Wealth Management
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Apollon Wealth Management, LLC
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Luminist Capital LLC
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High Falls Advisors, Inc
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HF Advisory Group, LLC
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Schear Investment Advisers, LLC
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Evercore Wealth Management, LLC
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Romano Brothers And Company
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RVW Wealth, LLC
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Capital Market Strategies LLC
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Ipswich Investment Management Co., Inc.
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Chico Wealth RIA
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USAdvisors Wealth Management, LLC
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New Capital Management LP
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ARK Investment Management LLC
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Coastal Bridge Advisors, LLC
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Balboa Wealth Partners
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Independent Wealth Network Inc.
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Stratos Wealth Advisors, LLC
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Spring Capital Management, Llc
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Arcadia Investment Advisors Llc
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Legacy Capital Wealth Partners, LLC
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Milestone Asset Management, Llc
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Future You Wealth Llc
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Clarendon Private LLC
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Ashton Thomas Private Wealth, LLC
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Brightwater Advisory LLC
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Vestia Personal Wealth Advisors
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Hobart Private Capital, LLC
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Bay Harbor Wealth Management, LLC
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Hennion & Walsh Asset Management, Inc.
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Ferguson Wellman Capital Management, Inc
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Edge Financial Advisors LLC
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BlueStem Wealth Partners, LLC
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Constitution Capital LLC
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Whitebox Advisors Llc
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Hohimer Wealth Management, Llc
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Beacon Capital Management, LLC
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Anson Funds Management LP
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Cutler Capital Management, LLC
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Fagan Associates, Inc.
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Taiyo Life Insurance Co
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Bradley Foster & Sargent Inc/ct
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Kentucky Trust Co
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Avidian Wealth Solutions, LLC
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Fielder Capital Group LLC
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Alpha Cubed Investments, LLC
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Quadrant Capital Group Llc
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PCG Wealth Advisors, LLC
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Moors & Cabot, Inc.
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Texas Treasury Safekeeping Trust Co
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Argent Capital Management Llc
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Toronto Dominion Bank
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GeoWealth Management, LLC
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Birch Hill Investment Advisors LLC
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Transatlantique Private Wealth Llc
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IFC Advisors LLC
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Alkeon Capital Management Llc
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Disciplined Investments, LLC
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Moody National Bank Trust Division
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McHugh Group, LLC
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Highline Wealth Partners Llc
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JTC Employer Solutions Trusteee Ltd
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FLC Capital Advisors
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Skopos Labs, Inc.
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Flow Traders U.s. Llc
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KSPY - Krane Shares Trust - KraneShares Hedgeye Hedged Equity Index ETF
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Twin Tree Management, LP
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Consolidated Planning Corp
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E Fund Management Co., Ltd.
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Us Bancorp \de\
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Burt Wealth Advisors
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Guardian Wealth Advisors, LLC
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HHM Wealth Advisors, LLC
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MAI Capital Management
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Oxbow Advisors, LLC
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O'Connor Financial Group LLC
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My Purposeful Wealth Corp.
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Breakwater Capital Group
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Private Advisor Group, LLC
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Laraway Financial Inc
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Lombard Odier Asset Management (USA) Corp
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Factory Mutual Insurance Co
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Kingstone Capital Partners Texas, LLC
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Pacific Center for Financial Services
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Arete Wealth Advisors, LLC
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Credit Agricole S A
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Frederick Financial Consultants, LLC
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Unisphere Establishment
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Redwood Financial Network Corp
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Waycross Investment Management Co
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IMA Wealth, Inc.
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Liberty Capital Management, Inc.
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Yost Capital Management, L.L.C.
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Farther Finance Advisors, LLC
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Blue Rock Wealth Management LLC
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Newton One Investments LLC
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|
Tikvah Management LLC
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|
Kaizen Financial Strategies
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|
THIR - THOR Financial Technologies Trust - THOR Index Rotation ETF
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - Mar/Sep Service Shares
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Axos Invest Inc.
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Signal Advisors Wealth, LLC
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Convergence Financial, LLC
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Pineridge Advisors LLC
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Robinson Smith Wealth Advisors Llc
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Priebe Wealth Holdings LLC
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Valpey Financial Services, LLC
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Grandfield & Dodd, Llc
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Elite Wealth Management, Inc.
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Canada Post Corp Registered Pension Plan
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Ogorek Anthony Joseph /ny/ /adv
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Checchi Capital Advisers, LLC
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Montis Financial, LLC
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Cooper/haims Advisors, Llc
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LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
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Heritage Trust Co
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Wellington Shields & Co., LLC
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Brand Asset Management Group, Inc.
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Strategic Financial Concepts, LLC
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J Hagan Capital, Inc.
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Schoolcraft Capital LLC
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Summit Place Financial Advisors, LLC
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AMJ Financial Wealth Management
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Signet Financial Management, Llc
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Financial Management Professionals, Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Cumberland Advisors Inc
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Delta Accumulation, LLC
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Vista Investment Partners Llc
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Options Solutions, Llc
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Floyd Financial Group Llc
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Fulton Bank, N.a.
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Diligent Investors, LLC
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M3 Advisory Group, LLC
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EQHEX - Series Portfolios Trust - Equable Shares Large Cap Fund Class I
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Weil Company, Inc.
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Ellis Investment Partners, LLC
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Quantum Financial Advisors, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Keebeck Alpha, LP
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Krs Capital Management, Llc
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Coordinated Financial Services, Inc./CO
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Seascape Capital Management
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|
Searle & Co.
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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Horizons Wealth Management
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EWG Elevate Inc.
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|
Boyd Wealth Management, LLC
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Cardinal Capital Management
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|
Paragon Advisors, LLC
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|
Prasad Wealth Partners, LLC
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JB Capital LLC
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Strid Group, LLC
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Pekin Hardy Strauss, Inc.
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Gibraltar Capital Management, Inc.
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Napatree Capital Llc
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Aurora Private Wealth, Inc.
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First Western Trust Bank
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Aspire Capital Advisors LLC
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Sterling Financial Planning, Inc.
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|
LBETX - Northern Lights Fund Trust IV - Low Beta Tactical 500 Fund Institutional Class
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Transce3nd, LLC
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Tranquility Partners, LLC
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Davidson Investment Advisors
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Delta Asset Management Llc/tn
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Center for Financial Planning, Inc.
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Oder Investment Management, LLC
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Parkwoods Wealth Partners, LLC
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AssuredPartners Investment Advisors, LLC
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NorthCrest Asset Manangement, LLC
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|
Garda Capital Partners Lp
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Assetmark, Inc
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Insight Wealth Strategies, LLC
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Berkeley Capital Partners, LLC
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Scoggin Management Lp
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|
Krane Funds Advisors LLC
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|
Prostatis Group LLC
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|
Petredis Investment Advisors Llc
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Boston Family Office Llc
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ORG Partners LLC
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White Lighthouse Investment Management Inc.
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BancFirst Trust & Investment Management
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Kingsman Wealth Management, Inc.
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Steel Peak Wealth Management LLC
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Morse Asset Management, Inc
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Barometer Capital Management Inc.
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Van Hulzen Asset Management, LLC
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Caliber Wealth Management, LLC / KS
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Miracle Mile Advisors, LLC
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Sincerus Advisory, LLC
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Summit Wealth Partners, LLC
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Robertson Stephens Wealth Management, LLC
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Marquette Asset Management, LLC
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CBIZ Investment Advisory Services, LLC
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Seros Financial, LLC
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BluePath Capital Management, LLC
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FourThought Financial Partners, LLC
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Covenant Asset Management, LLC
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Butensky & Cohen Financial Security, Inc
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Pecaut & Co.
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Prosperity Planning, Inc.
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First Hawaiian Bank
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Brown Advisory Inc
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Sheets Smith Wealth Management
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|
One Wealth Management Investment & Advisory Services, LLC
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|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
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|
Dougherty Wealth Advisers LLC
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|
Precedent Wealth Partners, Llc
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|
Nomura Holdings Inc
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|
Certified Advisory Corp
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|
Philosophy Capital Management LLC
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|
Gilliland Jeter Wealth Management LLC
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Planning Directions Inc
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Everest Management Corp.
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|
Union Bancaire Privee, UBP SA
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Clifford Swan Investment Counsel Llc
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Greenfield FTC, Inc.
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Walker Asset Management, LLC
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Hickory Point Bank & Trust
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International Assets Investment Management, Llc
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Eagle Wealth Strategies Llc
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Smh Capital Advisors Inc
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|
Alta Wealth Advisors LLC
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|
Heritage Financial Services, LLC
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|
Investors Research Corp
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Summit Global Investments
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Wedgewood Investors Inc /pa/
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Valley Financial Group, Inc.
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Jane Street Group, Llc
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Trust Co
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Sage Financial Management Group, Inc.
|
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HF - Tidal Trust II - DGA Absolute Return ETF
|
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Onyx Bridge Wealth Group LLC
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DLD Asset Management, LP
|
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Essex Savings Bank
|
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Melone Private Wealth, LLC
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Argentarii, LLC
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Aull & Monroe Investment Management Corp
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Founders Grove Wealth Partners, Llc
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Maia Wealth LLC
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Northstar Group, Inc.
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Quarry LP
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Cresset Asset Management, LLC
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Johnson Investment Counsel Inc
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Nautilus Advisors LLC
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Norinchukin Bank, The
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Burns J W & Co Inc/ny
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North Ridge Wealth Advisors, Inc.
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EdgeRock Capital LLC
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Soundwatch Capital LLC
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Hilton Capital Management, LLC
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Ndwm Llc
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BlueCrest Capital Management Ltd
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Team Financial Group, LLC
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McLean Asset Management Corp
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PUREfi Wealth, LLC
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Safeguard Investment Advisory Group, LLC
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Modera Wealth Management, LLC
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Costello Asset Management, INC
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Spectrum Wealth Advisory Group, LLC
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Orca Investment Management, LLC
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Ccg Wealth Management, Llc
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Phillips Wealth Planners LLC
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Goldstone Financial Group, LLC
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Blankinship & Foster, LLC
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Metropolitan Life Insurance Co/ny
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Summit Investment Advisors, Inc.
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Measured Risk Portfolios, Inc.
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FSC Wealth Advisors, LLC
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Blue Bell Private Wealth Management, Llc
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Sanchez Wealth Management Group
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Teamwork Financial Advisors, LLC
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O'Brien Greene & Co. Inc
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Point72 Hong Kong Ltd
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Carter Financial Group, INC.
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Jackson Hole Capital Partners, LLC
|
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Kesler, Norman & Wride, LLC
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Community Bank & Trust, Waco, Texas
|
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Mbb Public Markets I Llc
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Capital Wealth Alliance, LLC
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Capital Investment Advisory Services, LLC
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Panoramic Capital Partners, LLC
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Savoie Capital LLC
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Compass Ion Advisors, LLC
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M. Kraus & Co
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Braun-Bostich & Associates Inc.
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OMNI 360 Wealth, Inc.
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Colorado Capital Management, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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IHT Wealth Management, LLC
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Continental Investors Services, Inc.
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Steward Partners Investment Advisory, Llc
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Landaas & Co /wi /adv
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Moser Wealth Advisors, LLC
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Maple Capital Management, Inc.
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WealthCare Investment Partners, LLC
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Cahill Wealth Management, LLC
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Cora Capital Advisors Llc
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Sepio Capital, LP
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Ardent Capital Management, Inc.
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Arthur M. Cohen & Associates, Llc
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Catalytic Wealth RIA, LLC
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Red Mountain Financial, LLC
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Swan Global Investments, LLC
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Botty Investors LLC
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Carl P. Sherr & Co., LLC
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Dogwood Wealth Management LLC
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Forte Capital Llc /adv
|
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Mount Capital Ltd
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Monetary Management Group Inc
|
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Fortitude Financial, LLC
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Sagespring Wealth Partners, Llc
|
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Clarius Group, LLC
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Vantage Point Financial LLC
|
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Sigma Planning Corp
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Flagship Wealth Advisors, Llc
|
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ADAR1 Capital Management, LLC
|
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Pacific Financial Group Inc
|
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Kestra Private Wealth Services, Llc
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Mattern Wealth Management LLC
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Sound Income Strategies, LLC
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Crewe Advisors LLC
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Guerra Advisors Inc
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Brookwood Investment Group LLC
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Capital Markets Trading UK LLP
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BCGM Wealth Management, LLC
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Sage Mountain Advisors LLC
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Stuart Chaussee & Associates, Inc.
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Brandywine Trust Co
|
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Farrow Financial Inc.
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Impact Partnership Wealth, LLC
|
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American Trust
|
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|
|
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|
Myecfo, Llc
|
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|
Prestige Wealth Management Group LLC
|
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|
Md Sass Investors Services Inc
|
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|
Brown Shipley& Co Ltd
|
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Goldman Sachs Group Inc
|
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Seelaus Asset Management LLC
|
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|
Aldebaran Financial Inc.
|
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Central Pacific Bank - Trust Division
|
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Greenwood Capital Associates Llc
|
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|
Kaye Capital Management
|
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|
Unison Asset Management LLC
|
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Aviso Wealth Management
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Volterra Technologies LP
|
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Buttonwood Financial Advisors Inc.
|
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|
Knightsbridge Asset Management, Llc
|
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Pingora Partners LLC
|
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|
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|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
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|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
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North Forty Two & Co.
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AlphaStar Capital Management, LLC
|
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Lakeshore Financial Planning, Inc.
|
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|
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|
Everett Harris & Co /ca/
|
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|
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|
Gould Capital, LLC
|
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|
|
|
|
CIBC Asset Management Inc
|
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|
|
Mountain Pacific Investment Advisers Inc/id
|
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|
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|
Dagco, Inc.
|
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|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
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|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB
|
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|
|
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|
Plum Street Advisors, LLC
|
|
|
|
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|
Kozak & Associates, Inc.
|
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|
|
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|
TriaGen Wealth Management LLC
|
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Ieq Capital, Llc
|
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|
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|
Stegner Investment Associates Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
MTC Wealth Management LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
TrueWealth Financial Partners
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Luxor Capital Group, LP
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Accredited Investor Services, Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Erickson Financial Group, LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Mission Hills Financial Advisory, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
RNECX - Mutual Fund & Variable Insurance Trust - Rational/RGN Hedged Equity Fund Class C
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
ETFWX - North Square Investments Trust - North Square Tactical Defensive Fund Class I
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
World Funds Trust - Cboe Vest US Large Cap 20% Buffer Strategies VI Fund Class Y Shares
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
RiverTree Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Waterfall Asset Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Hillman Co
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Palo Ds Manager Llc
|
|
|
|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
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Poehling Capital Management, LLC
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Applied Capital LLC/FL
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Rockingstone Advisors LLC
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Pin Oak Investment Advisors Inc
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Uptown Financial Advisors LLC
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Betterment LLC
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Acas, Llc
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Pasadena Private Wealth, LLC
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Heritage Investors Management Corp
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Retirement Planning Co of New England, Inc.
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Venture Visionary Partners LLC
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Foster & Motley Inc
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Finward Bancorp
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Encompass Wealth Advisors, Llc
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Main Management LLC
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Washington Capital Management Inc
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Alpine Bank Wealth Management
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International Private Wealth Advisors LLC
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Northeast Planning Associates, Inc. / Nh /
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Independent Advisor Alliance
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Northwest Financial Advisors
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Elyxium Wealth, LLC
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TPG Advisors LLC
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DMKC Advisory Services, LLC
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Koshinski Asset Management, Inc.
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Strengthening Families & Communities, LLC
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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Pure Financial Advisors, Inc.
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CAPROCK Group, Inc.
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Edgemoor Investment Advisors, Inc.
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Focused Wealth Management, Inc
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Johnson Financial Group, Inc.
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Marathon Capital Management
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Integris Wealth Management, LLC
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BCJ Capital Management, LLC
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Fusion Family Wealth LLC
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Mascoma Wealth Management LLC
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Oldfather Financial Services, LLC
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Kraft Asset Management, Llc
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Councilmark Asset Management, LLC
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Beacon Capital Management, Inc.
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Stockman Wealth Management, Inc.
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Allen Mooney & Barnes Investment Advisors LLC
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REAP Financial Group, LLC
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Campbell Deegan Wealth Management, LLC
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D.B. Root & Company, LLC
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Lincoln Capital Corp
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Trust Co of Tennessee
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Prepared Retirement Institute LLC
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Ameriflex Group, Inc.
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Cyndeo Wealth Partners, LLC
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Bernardo Wealth Planning LLC
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Franklin Resources Inc
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InvesTrust
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Delos Wealth Advisors, LLC
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Yukon Wealth Management, Inc.
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Alliancebernstein L.p.
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Orchard Capital Managment, LLC
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Ground Swell Capital, LLC
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IronBridge Private Wealth, LLC
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Thrivent Financial For Lutherans
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Foster Dykema Cabot & Partners, Llc
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Thompson Investment Management, Inc.
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Beirne Wealth Consulting Services, LLC
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Milestone Asset Management Group, LLC
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XTX Topco Ltd
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EverSource Wealth Advisors, LLC
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Premier Financial Group
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Appleton Partners Inc/ma
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Fiduciary Group LLC
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Gries Financial Llc
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Commerce Bank
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Midwest Financial Group LLC
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Logan Stone Capital, LLC
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OneAscent Wealth Management LLC
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Clark Estates Inc/ny
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Atria Wealth Solutions, Inc.
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Founders Capital Management
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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Jackson Square Capital, Llc
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Cooper Financial Group
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Enzi Wealth
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W.G. Shaheen & Associates DBA Whitney & Co
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Reliant Investment Partners, LLC
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Coppell Advisory Solutions LLC
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VSM Wealth Advisory, LLC
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Wesbanco Bank Inc
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Strait & Sound Wealth Management LLC
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Atlantic Union Bankshares Corp
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Ellenbecker Investment Group
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Renaissance Investment Group LLC
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BlackBarn Capital Partners LP
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Berger Financial Group, Inc
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New England Private Wealth Advisors LLC
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JGP Wealth Management, LLC
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Two Sigma Securities, Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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RHTX - Starboard Investment Trust - RH Tactical Outlook ETF
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Madison Wealth Partners, Inc
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Lake Street Financial Llc
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Aspen Capital Management, LLC
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Socha Financial Group, LLC
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Acima Private Wealth, Llc
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Ensign Peak Advisors, Inc
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Walkner Condon Financial Advisors LLC
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Powell Investment Advisors, LLC
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Parallax Volatility Advisers, L.P.
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Silicon Valley Community Foundation
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Tower View Investment Management & Research LLC
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Banque Cantonale Vaudoise
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Horizon Wealth Management, LLC
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Anson Capital, Inc.
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James Investment Research Inc
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DecisionMap Wealth Management, LLC
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Aegis Wealth Management LLC
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Boothbay Fund Management, Llc
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DSG Capital Advisors, LLC
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Gould Asset Management Llc /ca/
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Ronald Blue Trust, Inc.
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CenterStar Asset Management, LLC
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Bernard Wealth Management Corp.
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Sheaff Brock Investment Advisors, LLC
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Kiker Wealth Management, LLC
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Paragon Financial Partners, Inc.
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Helen Stephens Group, LLC
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True North Advisors, LLC
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Bank Of Stockton
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Vista Capital Partners, Inc.
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Seven Mile Advisory
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
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Medici Capital Llc
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Brooks, Moore & Associates, Inc.
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RiverFront Investment Group, LLC
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Forbes Financial Planning, Inc.
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Northstar Financial Companies, Inc.
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Van Cleef Asset Management,Inc
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Main Street Financial Solutions, LLC
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West Michigan Advisors, Llc
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CFC Planning Co LLC
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Snider Financial Group
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Graves-Light Private Wealth Management, Inc.
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Southern Farm Bureau Life Insurance
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Salomon & Ludwin, LLC
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Confluence Investment Management Llc
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Generali Investments CEE, investicni spolecnost, a.s.
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Robbins Farley Llc
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First National Corp /ma/ /adv
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Pictet North America Advisors SA
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Dynamic Wealth Strategies, LLC
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Davidson Kahn Capital Management, LLC
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Plotkin Financial Advisors, LLC
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Mark Asset Management Lp
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Repertoire Partners LP
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Grantvest Financial Group LLC
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Verity Asset Management, Inc.
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Integrated Wealth Concepts LLC
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Rossby Financial, LCC
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Delta Capital Management Llc
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Independent Family Office, LLC
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First Citizens Bank & Trust Co
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Beck Capital Management, Llc
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Innealta Capital, Llc
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Capitol Family Office, Inc.
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Beaumont Financial Advisors, LLC
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Sora Investors Llc
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Orion Capital Management LLC
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Hazlett, Burt & Watson, Inc.
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American National Bank
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National Asset Management, Inc.
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Pandora Wealth, Inc.
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DBK Financial Counsel, LLC
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MBL Wealth, LLC
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Hiley Hunt Wealth Management
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Umpqua Bank
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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Altrius Capital Management Inc
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Black Maple Capital Management LP
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Northwestern Mutual Wealth Management Co
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CoreFirst Bank & Trust
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Optiver Holding B.V.
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Klingenstein Fields & Co Lp
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Stevens Capital Management Lp
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Sivia Capital Partners, LLC
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Good Steward Wealth Advisors,LLC
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NavPoint Financial, Inc.
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HCR Wealth Advisors
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Courage Miller Partners, LLC
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Cohen Klingenstein LLC
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Granby Capital Management, LLC
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Fragasso Group Inc.
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Yarger Wealth Strategies, Llc
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Rational Advisors Llc
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Horizon Investments, LLC
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First International Bank & Trust
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American Trust Investment Advisors, LLC
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Ethos Financial Group, LLC
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Strathmore Capital Advisors, Inc.
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Tradition Wealth Management, LLC
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Goodman Advisory Group, LLC
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Enclave Advisors LLC
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Maryland Capital Advisors Inc.
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Baltimore-Washington Financial Advisors, Inc.
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Inspirion Wealth Advisors, Llc
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JT Stratford LLC
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Commonwealth Financial Services, LLC
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CapWealth Advisors, LLC
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Gotham Asset Management, LLC
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Yelin Lapidot Holdings Management Ltd.
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Founders Capital Management, Llc
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TCP Asset Management, LLC
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Bank Of Nova Scotia
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Nishkama Capital, LLC
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MorganRosel Wealth Management, LLC
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Halbert Hargrove Global Advisors, Llc
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Pinnacle Financial Group, LLC / IL
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Pavion Blue Capital, LLC
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Bank Of Montreal /can/
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Up Strategic Wealth Investment Advisors Llc
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Pinnacle Wealth Planning Services, Inc.
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Sigma Investment Counselors Inc
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One William Street Capital Management, L.p.
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Front Street Capital Management, Inc.
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Tredje AP-fonden
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Ballast Advisors Llc
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Elm3 Financial Group, LLC
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Live Oak Private Wealth LLC
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Apollon Financial, LLC
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Sentry LLC
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SMART Wealth LLC
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
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MCF Advisors LLC
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Pensionmark Financial Group, Llc
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Zevenbergen Capital Investments Llc
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RHRX - Starboard Investment Trust - RH Tactical Rotation ETF
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Dentgroup LLC
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Busey Wealth Management
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Cooper Capital Advisors LLC
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Richards, Merrill & Peterson, Inc.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Capstone Investment Advisors, Llc
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Private Capital Management, LLC
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Deutsche Bank Ag\
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PFW Advisors LLC
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Moss Adams Wealth Advisors LLC
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Great Waters Wealth Management
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New England Professional Planning Group Inc.
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Pinnacle Bancorp, Inc.
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Canton Hathaway, LLC
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Auxano Advisors, LLC
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Stephens Inc /ar/
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Armbruster Capital Management, Inc.
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Cartenna Capital, LP
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Center For Asset Management LLC
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Palisades Hudson Asset Management, L.P.
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Cape Ann Savings Bank
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Aspire Growth Partners LLC
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Evermay Wealth Management Llc
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Whipplewood Advisors, LLC
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Mullooly Asset Management, Inc.
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Empowered Funds, LLC
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MGO Private Wealth, LLC
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Cross Staff Investments Inc
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Goepper Burkhardt LLC
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Westend Capital Management LLC
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Altfest L J & Co Inc
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Variant Private Wealth, LLC
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Edgestream Partners, L.P.
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Kirtland Hills Capital Management, Llc
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ASR Vermogensbeheer N.V.
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Valley Forge Investment Consultants Inc Adv
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1st Source Bank
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Klingman & Associates, LLC
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TigerOak Management, L.L.C.
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Hollow Brook Wealth Management LLC
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PayPay Securities Corp
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Ccm Investment Advisers Llc
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Wallace Capital Management Inc.
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Sage Rhino Capital Llc
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Great Diamond Partners, LLC
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TIG Advisors, LLC
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TRB Advisors LP
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TCM Advisors, LLC
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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Left Brain Wealth Management, LLC
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Traction Financial Partners, LLC
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Trust Co of the South
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Cohen Capital Management, Inc.
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Consilio Wealth Advisors, Llc
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JCIC Asset Management Inc.
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Blackhill Capital Inc
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Manchester Financial Inc
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Heritage Investment Group, Inc.
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Gridiron Partners, LLC
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Belvedere Trading LLC
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Latitude Advisors, LLC
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Cox Capital Mgt LLC
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Sandy Cove Advisors, LLC
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Prudential Financial Inc
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Davidson Capital Management Inc.
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Badgley Phelps Wealth Managers, LLC
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Moseley Investment Management Inc
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Accurate Wealth Management, LLC
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Partnership Wealth Management, LLC
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Teachers Insurance & Annuity Association Of America
|
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Motiv8 Investments LLC
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Millburn Ridgefield Corp
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
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|
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Revolve Wealth Partners, LLC
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Anb Bank
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RedJay Asset Management Inc.
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Cranbrook Wealth Management, LLC
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United Asset Strategies, Inc.
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Chapman Investment Management, LLC
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Key Client Fiduciary Advisors, LLC
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Boston Trust Walden Corp
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Sovereign Investment Advisors, LLC
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Dempze Nancy E
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Northeast Financial Consultants Inc
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Pure Portfolios Holdings Llc
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Middleton & Co Inc/ma
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New Wave Wealth Advisors Llc
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Bizma Investimentos Ltda
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
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Oak Harbor Wealth Partners, Llc
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Sax Wealth Advisors, Llc
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Madison Asset Management, LLC
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GGM Financials LLC
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Baird Financial Group, Inc.
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Tidemark, LLC
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Clark Financial Services Group Inc /bd
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Invictus Private Wealth, Llc
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Stone House Investment Management, LLC
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Bedel Financial Consulting, Inc.
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Truepoint, Inc.
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Lakeridge Wealth Management LLC
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Staley Capital Advisers Inc
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Apriem Advisors
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Atlas Financial Advisors, Inc.
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Genesee Capital Advisors, LLC
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Lcnb Corp
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Capital Fund Management S.a.
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Trans-Canada Capital Inc.
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One Capital Management, LLC
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AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF
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Stordahl Capital Management, Inc.
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Welch Group, LLC
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Engineers Gate Manager LP
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FF Advisors,LLC
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F&V Capital Management, LLC
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Summit Financial Strategies, Inc.
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Graney & King, LLC
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Arcus Capital Partners, LLC
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Sara-Bay Financial
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49 Wealth Management, Llc
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Wealth Management Strategies, Inc.
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Eminence Capital, Lp
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McGuire Investment Group, LLC
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Beacon Investment Advisors Llc
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Invenio Wealth Partners Llc
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Capital Insight Partners, Llc
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Absoluto Partners Gestao de Recursos Ltda
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Keystone Financial Services
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Occidental Asset Management, LLC
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Second Line Capital, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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HAP Trading, LLC
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Grant Street Asset Management, Inc.
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Ring Mountain Capital, LLC
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Galilei Investment Office LLP
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Schaeffer Financial LLC
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Winch Advisory Services, LLC
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Hanson & Doremus Investment Management
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Marshall Wace, Llp
|
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Cape Cod Five Cents Savings Bank
|
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Goodman Financial Corp
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|
Annandale Capital, LLC
|
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|
Point72 (DIFC) Ltd
|
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Holos Integrated Wealth LLC
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Wellspring Financial Advisors, LLC
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Iams Wealth Management, Llc
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Shay Capital LLC
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Oak Harvest Investment Services
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Milestone Investment Advisors LLC
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MAS Advisors LLC
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Total Wealth Planning, Llc
|
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Charter Trust Co
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AdvisorNet Financial, Inc
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Bellecapital International Ltd.
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Integrity Financial Corp /WA
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REDW Wealth LLC
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|
Pinnacle Financial Partners Inc
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|
|
Gemmer Asset Management LLC
|
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Element Wealth, LLC
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Chicago Partners Investment Group LLC
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Unique Wealth, Llc
|
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Autumn Glory Partners, LLC
|
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Cary Street Partner Investment Advisory Llc
|
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Resolute Advisors LLC
|
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Dodds Wealth, LLC
|
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|
Heritage Family Offices, LLP
|
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|
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Stock Yards Bank & Trust Co
|
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Golden State Equity Partners
|
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German American Bancorp, Inc.
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
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|
Paradigm, Strategies in Wealth Management, LLC
|
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|
|
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|
Brian Low Financial Group, Llc
|
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|
|
|
|
Keybank National Association/oh
|
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|
|
626 Financial, LLC
|
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|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
|
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Thor Trading Advisors, Llc
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PointState Capital LP
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Rosalind Advisors, Inc.
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|
Bellwether Advisors, LLC
|
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Glassman Wealth Services
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|
|
North Star Asset Management Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
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GoalVest Advisory LLC
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Wingate Wealth Advisors, Inc.
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|
VanderPol Investments L.L.C.
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Kmt Wealth Management, Llc
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|
Meridian Wealth Advisors, LLC
|
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|
|
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|
Sweeney & Michel, Llc
|
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|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
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|
Dudley Capital Management, Llc
|
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|
Concurrent Investment Advisors, LLC
|
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|
|
|
|
George Kaiser Family Foundation
|
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|
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|
Granger Management LLC
|
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|
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|
Shared Vision Wealth Group LLC
|
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|
Timelo Investment Management Inc.
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|
Jacobs Levy Equity Management, Inc
|
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Ascent Group, LLC
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Amussen Hunsaker Associates Llc
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East Coast Asset Management, LLC.
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Warwick Investment Management, Inc.
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Private Wealth Partners, LLC
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Clientfirst Wealth Management, LLC
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
|
|
|
Ardsley Advisory Partners Lp
|
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|
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Adaptive Financial Consulting, LLC
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Code Waechter LLC
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SGL Investment Advisors, Inc.
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BTC Capital Management, Inc.
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Retirement Investment Advisors, Inc.
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Hills Bank & Trust Co
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Cavalier Investments, LLC
|
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|
|
|
|
Barclays Plc
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Puff Wealth Management, Llc
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|
FSA Advisors, Inc.
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|
Lazari Capital Management, Inc.
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|
Marcho Partners LLP
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|
V. M. Manning & Co., Inc.
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|
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|
Orgel Wealth Management, LLC
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|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
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|
Nixon Peabody Trust Co
|
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|
Gs Investments, Inc.
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|
GKV Capital Management Co., Inc.
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Capital Research Global Investors
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City Holding Co
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|
Fogel Capital Management, Inc.
|
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|
|
|
|
Abel Hall, LLC
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|
|
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|
San Luis Wealth Advisors LLC
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|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
LM Advisors LLC
|
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|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Hassell Wealth Management, LLC
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|
|
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|
Penn Davis Mcfarland Inc
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|
Denver Wealth Management, Inc.
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|
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|
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|
Zurich Insurance Group Ltd/FI
|
|
|
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|
Novare Capital Management Llc
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|
River Street Advisors LLC
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
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|
Simplicity Wealth,LLC
|
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|
Alpine Global Management, LLC
|
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|
|
|
|
Cibc World Markets Corp
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|
EPG Wealth Management LLC
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|
Pacific Wealth Strategies Group, Inc.
|
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|
|
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|
Sentinus, LLC
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|
Falcon Wealth Planning
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|
MUFG Bank, Ltd.
|
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|
Maltin Wealth Management, Inc.
|
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|
Monterey Private Wealth, Inc.
|
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|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
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|
|
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|
Texas Bank & Trust Co
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
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|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Shade Tree Advisors LLC
|
|
|
|
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|
Beacon Wealthcare LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
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|
Asset Dedication, LLC
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|
Alaethes Wealth LLC
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|
Means Investment Co., Inc.
|
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|
|
|
Arlington Trust Co LLC
|
|
|
|
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|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
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|
Iron Horse Wealth Management, LLC
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|
|
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|
Newman Dignan & Sheerar, Inc.
|
|
|
|
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|
Westwood Holdings Group Inc
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|
Asset Allocation & Management Company, LLC
|
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|
Marquette Associates, Inc.
|
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|
|
|
Financial Partners Group, LLC
|
|
|
|
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|
Ami Investment Management Inc
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
MYDA Advisors LLC
|
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|
Stonehaven Wealth & Tax Solutions, Llc
|
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|
Ramirez Asset Management, Inc.
|
|
|
|
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|
Optimist Retirement Group LLC
|
|
|
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|
1832 Asset Management L.P.
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
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|
|
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|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
DORVAL Corp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Helix Partners Management LP
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Fore Capital, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
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|
|
|
|
Royal Capital Wealth Management, LLC
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|
|
|
|
|
J. Goldman & Co LP
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|
|
|
Wealth Watch Advisors, INC
|
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|
|
|
|
Penobscot Investment Management Company, Inc.
|
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|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Lonestar Capital Management LLC
|
|
|
|
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|
Private Client Services, Llc
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|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
|
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|
Bay Capital Advisors, LLC
|
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|
Smith Anglin Financial, LLC
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|
Capula Management Ltd
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|
Fifth Third Securities, Inc.
|
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|
|
|
|
Blackstone Group Inc
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Security National Bank
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Migdal Insurance & Financial Holdings Ltd.
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Stonebridge Financial Group, LLC
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Brass Tax Wealth Management, Inc
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Legacy Private Trust Co.
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Kera Capital Partners, Inc.
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Hoey Investments, Inc
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Legend Financial Advisors, Inc.
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Vernal Point Advisors, LLC
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OMERS ADMINISTRATION Corp
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Scopus Asset Management, L.p.
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Summit Wealth Group, LLC
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Elmwood Wealth Management, Inc.
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Gallagher Fiduciary Advisors, LLC
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Mission Creek Capital Partners, Inc.
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Trust Asset Management LLC
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Kagan Cocozza Asset Management
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LFA - Lugano Financial Advisors SA
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Signature Resources Capital Management, LLC
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Ameraudi Asset Management, Inc.
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Ciovacco Capital Management LLC
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Horan Securities, Inc.
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Paul Damon & Associates, Inc.
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Actinver Wealth Management, Inc.
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Gray Private Wealth, LLC
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Abundance Wealth Counselors
|
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CWC Advisors, LLC.
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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Independent Investors Inc
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Industrial Alliance Investment Management Inc.
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Discovery Capital Management, Llc / Ct
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Swmg, Llc
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Parkside Investments, LLC
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Curtis Advisory Group, LLC
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17 Capital Partners, Llc
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L.K. Benson & Company, P.C.
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Old North State Wealth Management, LLC
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Taurus Asset Management, Llc
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Hengehold Capital Management Llc
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Bayesian Capital Management, LP
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