|
Gridiron Partners, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Employees' Retirement Fund of the City of Fort Worth
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Conservative Allocation Fund Class I
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Platt Investment Counsel, LLC
|
|
|
|
|
|
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Vantagepoint Investment Advisers Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Schaeffer Financial LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Virtus Family Office LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
1492 Capital Management LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
OVT - Listed Funds Trust - Overlay Shares Short Term Bond ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Q3 Asset Management
|
|
|
|
|
|
Adaptive Financial Consulting, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
|
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
International City Management Association Retirement Corp
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Independence Asset Advisors, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Compass Financial Group, Inc.
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Silver Oak Wealth Advisors Services, Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
American Family Investments, Inc.
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
WTBN - WisdomTree Trust - WisdomTree Bianco Total Return Fund
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Compass Investment Advisers LLC
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Beaumont Capital Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Liquid Strategies, LLC
|
|
|
|
|
|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
|
|
Sheets Smith Investment Management
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Navigation Wealth Management, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Cliffwater LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Two Roads Shared Trust - Foundations Dynamic Income ETF
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Florin Court Capital LLP
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
Bakala Capital Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Japan Science & Technology Agency
|
|
|
|
|
|
Ramiah Investment Group
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Metropolitan Life Insurance Co/ny
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
UG Investment Advisers Ltd.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Trans-Canada Capital Inc.
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
III Capital Management
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
