|
RKL Wealth Management LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Accredited Investor Services, Llc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Efficient Frontier Advisors LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Kraft Asset Management, Llc
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Premier Financial Group
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Physician Wealth Solutions Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Babb Wealth Advisors LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
New Dimensions Wealth Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
Bannerman Wealth Management Group, Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Andrews, Lucia Wealth Management Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Porter White Investment Advisors, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
JDH Wealth Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Aurelius Family Office LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
MB Generational Wealth, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Benningfield Financial Advisors, Llc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Vannoy Advisory Group, Inc.
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Grunden Financial Advisory, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Sterling Wealth Advisors Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
McGrath & Associates, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
